As the 1.5G is approaching, what new challenges will be ushered in the RF front-end market;
According to the news on July 3rd, after the fifth-generation mobile communication technology standard (5G NR) independent networking function freezes, in just half a month, the three major domestic operators, mobile chip manufacturers and mobile phone manufacturers and other aspects Both are speeding up the pace of 5G commercial deployment, laying a solid foundation for the arrival of 5G mobile phones.
On June 14th, the 5G NR independent networking function was frozen. In addition to the non-independent networking NR standard completed in December last year, 5G has completed the first-phase full-function standardization work and entered the new stage of industrial comprehensive sprint. 5G standard Finalized, the first step of the 5G 'Million Miles' was achieved.
At MWCS 2018 held in Shanghai, the three major domestic operators have expressed their views and made detailed arrangements for the official commercialization of 5G in 2020.
China Mobile and Datang Telecom and other partners released '5G SA (independent networking) sailing action', opened the world's first holographic video call based on 5G independent network end-to-end system. Also announced 5G business plan, expected 2018 At the end of the year, we will open 5G product testing for industry customers, and implement friendly user testing in October next year. It will be officially commercialized in 2020. Shao Guanglu, deputy general manager of China Unicom, announced that it will launch a 5G scale pilot in 16 cities across the country this year. It is expected to be pre-commercial in 2019, 2020. Officially commercialized in the year. China Telecom released "China Telecom 5G Technology White Paper", proposed 5G 'Three Clouds' target network architecture and 'one premise, three principles' network evolution strategy, adopting SA networking solution, interoperating through core network Realize the synergy between 4G and 5G networks, and initially meet the eMBB (Enhanced Mobile Broadband) scenario requirements.
At the IMT-2020 (5G) Summit held in Shenzhen this year, Chen Xiongxiong, deputy director of the Ministry of Industry and Information Technology, said that the current international standards for the 5G phase have been finalized. Chinese enterprises have fully participated in the formulation of 5G international standards, new network architectures and other technical solutions. It has been adopted by the International Standards Organization. At present, China has broken through key technologies such as large-scale antennas and network coding, and various testing work will be accelerated. Ensure that commercial system equipment conforming to the first version of 5G international standards will be launched before the end of this year.
What does 5G bring to us?
Mentioned 5G networks, unlike the 4G era, will have higher speeds, lower latency and massive connections. Ten times faster than 4G, low latency below 1ms, more than 50 billion devices connected worldwide In this way, ultra-wideband mobile communication (eMBB), ultra-low-latency communication (uRLLC), and massive lenticular (mMTC) three 5G application scenarios have also been established. It is based on these three scenarios that the 5G era has spawned more AR/VR, unmanned and telemedicine, the Internet of Everything and other applications. From human-to-human interaction, to material-to-material communication, to achieve carrier-grade cellular connectivity, or to trigger a human society New changes.
Communication industry experts pointed out that RF is especially important in the design of 5G mobile phones. The biggest manufacturing cost of 4G mobile phones is on screens and processors, but the biggest cost of 5G mobile phones may turn to the whole set of RF solutions. Market research agency Navian predicts that only 2020 The market size of RF front-end chips in mobile terminals will reach 21.2 billion US dollars, with a compound annual growth rate of 15.4%.
In the 5G era, more frequency band resources will be put into use. Multi-mode multi-frequency will increase the demand for chips in the RF front-end. At the same time, key technologies such as Massive MIMO, beamforming, carrier aggregation, and millimeter wave will also increase the demand for RF front-end chips. The trend directly promotes the growth of the RF front-end chip market.
RF Front-End Challenges For the upcoming 5G communications, the challenges faced by the RF front-end are mainly in the following areas: - Layout space challenges under more RF paths. - Cost challenges under more RF paths. - Higher power output, more High operating frequency band challenges for RF device performance.
More layout space challenges under RF path. In the current 5G communication spectrum use, it is mainly divided into two spectrums: Sub-6GHz and above 6GHz. Sub-6GHz refers to the frequency band below 6GHz, and above 6GHz refers to more than 26GGHz. Millimeter wave band. For the closest commercial sub-6GHz band, China uses the band 3.3G ~ 5GHz, the spectrum is higher than the highest band of 2.7GHz in the 4G era, and the future 5G may need to cover more bands. The entire RF The front end needs to be equipped with more, higher power RF devices to achieve frequency coverage. Take Sub-6GHz as an example, a 5G smart machine supporting both 3.5GHz and 4.9GHz frequency bands, and its 4G/5G RF power amplifier channels The number has increased from at least 3 to 5 now. If the millimeter wave is supported in the future, it will be upgraded to 6 or more. This is very important for the size of the RF front-end in the trend of smaller and smaller smart devices. High requirements.
In addition, according to the radio industry, the company explained to the micro-network that for sub-GHz radio devices, multi-input and multi-output (MIMO) technology solutions will be used to achieve higher-speed signal transmission. In MIMO, whether it is transmitting or not, Receive, both need multiple levels of RF front-end devices to support. Take CPE (Customer Premise Equipment), for example, its reception and transmission are generally 4 and 8 channels, which means its RF components are x4. In the millimeter wave band, because the path attenuation is large, the communication distance will be shortened, and the RF manufacturer cannot achieve omnidirectional high-power transmission. Therefore, the RF device will adopt the beamforming + MIMO scheme. Network requirements. Beamforming requires spatial beamforming of array-level RF signals. The number of channels is generally above 8 channels. Each channel requires at least one RF front-end path. Therefore, whether it is Sub-6GHz or millimeter wave band, Need multiple levels of RF front-end for RF transmission, which creates a huge challenge for handset size. More cost challenges under RF path. Increased RF path The number needs to be supported by separate hardware. Therefore, the cost of the RF front-end is proportional to the number of channels in the RF path. The price of the RF front-end itself is increasing, and the price of the connection terminal is constantly decreasing. The cost of a single RF front-end path presents a huge challenge.
Higher power output, higher operating frequency band challenges for RF device performance For the Sub-6GHz band, due to the higher frequency and attenuation of the 5G band, the output power of the RF kit may need to be increased from the original 23dBm to 26dBm in the future. To support better space coverage, that is, the power level will be converted from Power Class 3 to Power Class 2, which also poses new challenges for the design difficulty of RF manufacturers.
For the millimeter wave band, traditional RF manufacturers in Europe and America generally adopt IDM mode, that is, design and OEM. Skyworks and Qorvo both have self-built GaAs packaging plants, which can bring advantages in cost control and technology evolution. But GaAs tradition The characteristic frequency of HBT process can't meet the requirements of 26G~29GHz and higher frequency, and can't be applied to millimeter wave band. In millimeter wave applications, the advantages of linear power in GaAs HBT process in European and American traditional RF manufacturers will not be lost in 5G era. Existence. For traditional RF manufacturers including Skyworks, Qorvo, etc., new technologies must be developed. 'Although there are attempts to upgrade GaN and InP processes, it is still impossible to find a balance between technology maturity and economic benefits.' The RF industry analysts said that this is a big challenge for traditional RF manufacturers with Foundry, and it seems that the technology is in the mouth.
Reconfigurable RF front-end, RF front-end technology for 5G evolution In order to solve the conventional solution, the RF front-end face pressure on size, cost and performance. A domestic RF manufacturer: Huizhi Microelectronics, using RF CMOS and SOI technology, using 'software Reconfigurable' architecture for a new RF front-end design to meet the needs of the future 4G evolution and 5G small-scale, low-cost, high-performance RF devices, in line with market and technology development. Take the 4G era as an example, covering all frequency bands, Traditional solutions such as Skyworks and Qorvo use at least three RF channels to complete the signal amplification. The 4G mobile phone RF power amplifier chip with Huizhi micro-reconfigurable technology can meet all 4G frequency band requirements only with 2 RF channels. Compared with Skyworks, etc. Competitors can save at least one RF channel. 'In the 5G era, traditional European and American manufacturers need to increase the RF kit to 6 channels, and Huizhiwei expects to keep the number of RF channels in 2 channels, even 1 The road can meet the demand for the frequency band. Compared with the traditional solution, it requires 6 channels, both cost and chip size. The reduction. ' Hui Zhiwei CEO, Dr. Li Yang, a national expert on thousands of people, talked about the micro-network.
For the millimeter wave band, Qualcomm has used CMOS technology on millimeter waves, which may become a new direction for RF manufacturers, and as the process node declines, the RF performance of CMOS technology can continue to increase. Although CMOS is at high power output. Inferior to GaAs and other processes, however, because the millimeter wave uses beamforming technology, the requirements for each channel are reduced by an order of magnitude, which makes CMOS a more suitable process technology for millimeter wave applications.
Dr. Li Yang said that in this round of 5G RF front-end market transformation, Hui Zhiwei's reconfigurable technology has become more and more obvious. It not only helps 5G terminals solve the problem of increasing size and cost caused by covering more frequency bands, but also realizes The performance is improved, and the performance improvement due to the continuation of the CMOS/SOI manufacturing process can be continued, and the performance, size, and cost evolution continue.
In addition, from the support of high data rate, multi-antenna, reconfigurable technology enables RF devices to provide flexible support for future 5G terminal power and dynamic load dynamic deployment. No matter in system performance, scene optimization, power control, etc. On the other hand, the more complex the 5G application scenario, the more obvious the advantages of reconfigurable technology. 2. The revolution of RF devices, the 65nm RF-SOI process has been mass-produced!
Set micronet messages, Israeli specialty wafer foundry TowerJazz announced on June 27 that its 65nm RF-SOI technology has been mass-produced at its 300mm plant in Uozu, Japan.
In order to ensure the smooth supply of tens of thousands of 300mm SOI silicon wafers in the plant, TowerJazz has signed a supply contract with its long-term partner semiconductor material supplier Soitec to ensure that the SOI wafer market will be tight in the next few years. Supply is not affected.
It is understood that TowerJazz's 65nm RF-SOI process can provide low insertion loss and high power processing capability for RF switches combined with high performance low noise amplifiers and digital integration, thereby reducing losses during RF switching, improving battery life, and improving mobile phones. And the data transfer rate of the Internet of Things terminal.
According to analysts at the mobile communications market research firm LLC, the mobile RF front-end market will grow from $16 billion in 2018 to $22 billion in 2022.
As TowerJazz's RF-SOI process technology achieves new breakthroughs, it will be possible to continue to drive this market's rapid growth, even in the next generation of 5G standards. It is important to know that the high rate brought by 5G needs better. RF devices, and the features provided by the TowerJazz process will be able to meet this need.
In addition, TowerJazz also announced that it will work with RF components and IoT integrated circuit supplier Maxscend to explore the application market for this technology.
Maxshand CEO Zhihan Xu said: 'We chose TowerJazz because of its ability to provide advanced technology with high volume delivery capabilities and innovative products. The company chose TowerJazz 300mm 65nm RF-SOI for the next generation product line. The process platform is based on its superior performance, low insertion loss and high power handling capability.
'We are pleased to continue working with Maxscend to bring breakthrough products based on TowerJazz's latest 300mm 65nm RF-SOI platform to market.' TowerJazz CEO Russell Ellwanger said, 'In addition, we are pleased to strengthen our partnership with Soitec To ensure that the 300mm RF-SOI wafer supply meets the strong demand of our Japanese 300mm factory. ' (Proofreading / Aki)
3. Artificial intelligence, 5G is coming, who is the biggest beneficiary in the semiconductor industry;
The impact of 5G on the semiconductor industry is being highlighted. The stock price of TSMC has also been greatly affected by the Sino-US trade relationship and the sluggish US stock market.
However, Suhquehanna Financial Group analyst Mehdi Hosseini said that the wave of artificial intelligence chips and 5G will make TSMC gain great benefits, and TSMC's investment rating has been adjusted from 'neutral' to 'positive'.
Artificial intelligence transitions into the main driving force
The report pointed out that the trend of the times is changing, the era of smartphones and consumer electronics will end, and the future will be the era of artificial intelligence driven by business applications.
This will help TSMC change its relatively concentrated customer structure and diversify its customer base into more fields. Previously, TSMC's customers were mainly concentrated in Apple, Hisilicon, Huawei, Qualcomm, MediaTek and other vendors. It is also a consumer electronics product such as a smartphone.
In the wave of artificial intelligence, large cloud computing solution providers such as Google and Microsoft are on the rise. If TSMC can seize the opportunity and win orders, TSMC will become the most profitable enterprise.
However, Hosseini also admits that artificial intelligence has been in hype for the past few years, but the substantive design of artificial intelligence from different companies is increasing year by year.
The report shows that artificial intelligence will allow TSMC to generate more 'incremental' revenues outside of large customers, and the effect of this increase is also significant.
Hosseini predicts that by 2020, artificial intelligence will account for up to 20-25% of TSMC's total revenue. Meanwhile, the 'incremental' revenue generated by artificial intelligence may change TSMC's customer structure and help it disperse revenue. source.
It is worth noting that at present, the artificial intelligence customer group is mainly divided into two categories: one is an advanced enterprise with cutting-edge technology; the other is a cloud computing, IC design and other vendors that follow the artificial intelligence technology.
However, no matter which type of manufacturer, only a few are TSMC's existing customers. It can be said that the arrival of artificial intelligence will make more manufacturers turn into TSMC customers.
5G will stimulate TSMC operations
Hosseini stressed that applications related to artificial intelligence will also begin in mid-2019, which will be a major driving force for TSMC's growth, and 5G technology will boost TSMC's performance by 2020.
Ji Wei.com previously reported that Qualcomm had chosen to put the chip manufacturing in the baskets of TSMC and Samsung, but recently Qualcomm announced that it would abandon Samsung and carry out comprehensive and in-depth cooperation with TSMC, which means TSMC will be expected to become Qualcomm. The only partner of the processor Snapdragon 855.
In addition, Qualcomm expressed the hope that TSMC will build its 5G modem chip instead of just the Snapdragon 855. Interestingly, MediaTek has issued a chip order for the 5G modem to TSMC.
Moreover, MediaTek also announced its baseband chip M70 for 5G. According to reports, this baseband chip is built using TSMC's 7nm process and is expected to be commercially available next year.
It can be said that with the gradual arrival of 5G commercial, chip manufacturers will gradually introduce the design of 5G chips, which will be a big advantage for TSMC with advanced technology.
For TSMC, although the slowdown in smartphone growth may affect its future revenue, with the emergence of new applications such as artificial intelligence and 5G, TSMC will emerge more new customers, while at the same time, new New applications emerging under the influence of technology will also affect the development of TSMC.
4. China's mobile phone market enters the oligarchy era. Small and medium-sized manufacturers seek survival in turmoil;
The domestic mobile phone market has entered a period of weak growth. It has been going on for some time. In the past June, domestic mobile phone brands Huawei, OPPO, vivo, and Xiaomi have successively released their own flagship new models. In the downturn of the mobile phone industry, this year What is the sales volume of the mobile phone industry in the first half of the year?
Mobile phone shipments in May increased by 1.2% year-on-year
June is the month when new mobile phone manufacturers get together. Many mobile phone manufacturers are releasing new products this month, from high-end flagship to entry-level products. In addition to vivo NEX and OPPO Find X, Huawei, Xiaomi, etc. A new machine was released.
On June 18, Jingdong data showed that Jingdong mobile phone sales increased by 134% year-on-year. In terms of specific brand performance, Huawei glory, Xiaomi, and Apple accounted for the top three sales. OPPO, vivo online strength began to highlight. OLED panel, screen fingerprint, 3. 3D sensing and other technical applications have become the focus of new models.
OPCO China's mainland market product director Li Sheng: The new machine has a screen ratio of 93.8%, and the lower frame is only 3.4 mm. It is a front and rear integrated non-porous and mirrorless design. The entire product development cycle is more than one and a half years, and it takes a long time. Time to polish this product.
With the extension of the mobile phone replacement cycle, consumers' attention to mobile phone performance has gradually increased. In the mobile phone retail market, the sales volume of mobile phones at the price of 3000-4000 yuan continues to grow, reflecting the user's love for high-performance and high-quality mobile phones. In the sales of mobile phones with a price above 4,000 yuan, the proportion of domestic brands has further increased.
Gu Wei, President of Suning Tesco Communications Co., Ltd.: From January to June, the growth trend of the whole domestic mobile phone is still very good, especially in the middle and high-end products, the sales of products above 3,000 yuan are more than 60% year-on-year. In this price segment, domestic brands Has accounted for more than 65%, accounting for an absolute dominant position.
China's Information and Communication Research Institute's domestic smartphone shipments report in May showed that from January to May this year, the domestic mobile phone market shipments were 159 million units, down 19.0% year-on-year. Despite the decline in overall domestic shipments. The situation is obvious, but domestic mobile phones also seem to see the dawn of stabilizing.
Data from the China Institute of Information and Communications also showed that the domestic mobile phone market shipped 37.836 million units in May this year, up 1.2% year-on-year, ending the year-on-year decline in monthly shipments for 14 consecutive months. Huawei, OPPO, vivo , Xiaomi, Apple ranked in the top five smartphone shipments, accounting for more than 80% of the market.
Sun Wenping, President of Shenzhen Mobile Phone Industry Association: New technologies, especially new software and hardware combined, the user experience technology is very perfect, which also promotes the user's desire to purchase. Because from 2017 to 2018 is from 4G to 5G In the transition year, then, now 4G must be replaced by 5G. The growth rate at this time may be predicted to exceed 3% every year. The mobile phone market enters the oligarchy era and the small and medium-sized enterprises are turbulent to survive.
In recent years, in the context of industrial upgrading, domestic mobile phone brands have entered the oligarchy era after several rounds of shuffling, and gradually formed the first echelon headed by Huawei, Xiaomi, VIVO and OPPO, who accounted for more than 80%. The market share, the remaining small and medium-sized mobile phone brands share less than 20% of the market share, the competition in the entire mobile phone market is increasingly fierce.
Chen Jin is the head of a mobile phone company in Guangdong. He has worked hard in the mobile phone industry for more than ten years. He told reporters that the desire to change consumers in the past two years is declining. The upgrade of hardware in the mobile phone industry has not given consumers too many surprises. The mobile phone market has begun to saturate.
Candy Cell CEO Chen Jin: Three years ago, the frequency of changing the Android phone was about 14 to 16 months, that is, the user would change his mobile phone for almost one year and three months. The latest data, the user's The update cycle has become more than 24 months, which is basically a standard user. It takes 2 years to change a mobile phone. This market is saturated, and all market players are relatively large. pressure.
Zhang Jiaxuan, who has also worked hard in the mobile phone industry for many years, also told reporters that he witnessed several rounds of reshuffle in the development of China's mobile phone industry, from functional machines to smart machines, from cottage machines to brand machines, accompanied by every industry reshuffle. The competition in the mobile phone market is becoming more and more fierce, and the profit margin is getting smaller and smaller.
Crete mobile phone CEO Zhang Jiaxuan: Just started to do mobile phones, basically almost 20% of the gross profit space, so that probably around 2015, basically can do a few points, some feature machines, may only earn A few dollars. If the amount is small, the current space gross margin can not afford the workers' wages.
According to industry insiders, 2018 will be a key year for smartphone development, and the mobile phone market will enter the era of oligopoly. Big data service provider QuestMobile recently announced the first quarter of China Mobile Internet data, as of March 2018, Apple, OPPO, Huawei, vivo, Xiaomi's five manufacturers have a cumulative market share of 82.3%. Many other mobile phone brands share less than 20% of the share, and are still declining. The competition between small and medium-sized mobile phone manufacturers is becoming more and more fierce. Some even face a crisis of survival.
He Lingling, general manager of Dongguan Kexinda Electronic Technology Co., Ltd., Guangdong Province: The decline in orders this year can be described by the decline of the cliff. When the smart machine was used last year, the monthly shipments ranged from 300,000 to 500,000. Around Taiwan, but this year there are very few smart machines, about 30,000 to 50,000 units a month, but others, because of the lack of orders, so I connected some products around the function machine and the smart machine.
The mobile phone industry chain is fiercely competitive.
With the fierce competition in the domestic mobile phone market, the breakthrough of new functions and new applications has become a must for all major mobile phone brands. In order to obtain new orders, the competition among mobile phone parts manufacturers has become increasingly fierce. Some of them have expanded their industrial chain through mergers and acquisitions. Some are engaged in technological innovation and seek development.
On April 17 this year, Wentai Technology, a listed company of A-share mobile phone equipment manufacturing, announced that it had suspended trading due to major issues. Subsequently, the company issued an announcement, and the wholly-owned Sun Company Hefei Zhongwen Jintai Semiconductor Investment Co., Ltd. and two other companies formed a consortium. The 70% shares of Anshi Semiconductor held by Hefei Core Screen Industry Investment Fund were made, with a turnover of 11.435 billion yuan.
According to public information, Anshi Semiconductor is a well-known company in the semiconductor industry. Wentai Technology can enter the upstream field of the mobile phone industry chain by acquiring shares in Anshi Semiconductor.
Zhang Xuezheng, Chairman of Wentai Technology Co., Ltd.: Very optimistic about the company of Anshi Semiconductor. It has strong R&D capabilities and a large number of industry customers. Its customers are mainly in consumer goods and automotive electronics, as well as IoT. On the Internet, it is very consistent with the development of the entire industry.
According to public information, in the first quarter of this year, shipments of smartphones plummeted by nearly 20%, which is a big blow to mobile phone accessory manufacturers. More and more mobile phone accessory manufacturers are looking for new profit growth points. In the case of intensified competition in the entire market, innovation will become the main driving force of the mobile phone industry. Dual-camera, full-screen, under-screen fingerprint recognition and other innovative technologies are gradually being integrated into smartphones and bring good performance to related companies. Innovation has brought about an increase in the unit price of products, and the company's performance in mastering related technologies has continued to grow.
Qiu Ti Technology Group Co., Ltd. Secretary-General Fan Fuqiang: As of May this year, there are about 83 million camera module shipments, compared with the same period last year, the growth is more than 20%. The number of fingerprint identification modules shipped 36 million, compared with the growth of more than 30% in the same period last year.
Secretary of the Board of CSG Group Co., Ltd. Yang Yuyu: The revenue of the Electric Display Division has doubled in 2016 compared with 2016, and the profit has increased by more than 500%. In the first quarter of this year, the operating income has increased by more than 30% compared with the same period of the first quarter of last year.
In 2018, the mobile phone full-screen market has ushered in a period of concentrated outbreaks. The high-screen ratio has become the focus of competition among major manufacturers in the mobile phone industry chain. According to industry estimates, the demand for full-screen smart phone panels will reach 1.963 billion in 2020. sheet.
Wu Lingyun, director of the Rising Sun Big Data Research Center: It is estimated that the shipment of full-screen mobile phones will be nearly 600 million units in 2018, an increase of more than 300% year-on-year. It is expected that full-screen mobile phones will account for 50% of smartphones in 2019, in addition to full-screen, 3D cameras. , Screen fingerprints, mobile phone multi-camera, etc. are also the highlights of mobile phone technology innovation, which will bring new opportunities to the whole industry of mobile phones.
The traditional season of mobile phones is coming. The consumer electronics sector is expected to pick up.
Data show that mobile phone shipments in May have turned positive year-on-year, and the second half of the year is the traditional peak season for mobile phones. Industry insiders said that the worst time of the mobile phone industry chain has passed, and the consumer electronics field may enter a new round of booming market.
According to Wind's information, the Consumer Electronics Index fell from the highest point of the November 14, 2017 period, and fell by 31.28% as of the end of June. The Shanghai Composite Index fell 17.41%, while the Consumer Electronics Index underperformed the Shanghai Composite Index by 13.87. In terms of individual stocks, from November 14, 2017 to the end of June this year, Lansi Technology fell 45.05%, Shenzhen Tianma A fell 43.57%, and Oufei Technology fell 37.72%.
Ma Hongli, an analyst in the electronic industry of China Securities Investment Co., Ltd.: The electronic sector index has been adjusted back from November last year. Then some stocks in the mobile phone industry chain have also seen some stock price corrections. The main reason is that after the iPhone X was released in the second half of last year, the sales volume was not up. It is expected that the market will have a certain degree of concern about the innovation of the entire mobile phone industry chain and shipments.
According to industry insiders, the second half of the year is the traditional peak season for mobile phones. The release of new models is an important thrust for the marginal improvement of the mobile phone industry.
At present, Apple's new models are gradually starting to stock up. The flagship models recently released by Huawei, OPPO and VIVO are also equipped with many innovative features. For example, the Huawei P20pro is equipped with the groundbreaking Leica three lens, and the Xiaomi 8 is equipped with dual-frequency GPS. Infrared face recognition function solves the use of pain points and is expected to stimulate consumers' demand for replacement. It is expected that mobile phone shipments will continue to pick up in the second half of this year, while the share price of listed companies in the early stage of consumer electronics has fallen sharply. In the relatively low position, it has a high configuration value.
Zhang Xuezheng, Chairman of Wentai Technology Co., Ltd.: There are more than 500 suppliers in a mobile phone. Because there are many components, no matter the innovation of the screen, the innovation of the camera, the innovation of fingerprint recognition, and even the innovation of the shell can bring consumption. Upgrade, stimulate consumers to update.
Ma Hongli, analyst of CITIC Securities Electronics Industry: From the second quarter industry data and the industry chain on behalf of the company's shipment and operation data, we have seen a good trend, the first quarter is the low point of the entire industry, from June to July, The iPhone's new machine is starting to stock up. Consumer electronics's full-year prosperity is the first to decline. In the longer term, mobile phones will experience a function from mobile phones to smartphones, to AI, AR smartphones, smart phones. Evolution, which will substantially change people's lives, will bring a new wave of mobile phone consumer electronics. CCTV Finance
5. Artificial intelligence has broad application prospects in the medical field;
Qian Tongxin
'Compared with autonomous driving technology, artificial intelligence is much less controllable in the medical field. The organs and functions of the human body are relatively fixed and not as complicated as the road conditions of some roads.
'Industry statistics show that the global precision medical market will reach $173 billion by 2024.'
The application of artificial intelligence in medical treatment has been controversial, but with the deeper development of machine learning technology, it will become the trend of the future for doctors to diagnose and manage patients with artificial intelligence.
Pilot artificial intelligence
At the annual conference hosted by Shanghai University of Science and Technology, many top international scholars including Turing Award winner Ivan Edward Sutherland shared the latest research achievements and core technologies in artificial intelligence and vision.
One of the highlights of this year is that machine vision will have a broader application prospect in medical care.
Professor Alan Yuille, an expert in artificial intelligence at Johns Hopkins University, told First Financial News that his team is working with Johns Hopkins Hospital to use artificial intelligence and deep learning to assist patient diagnosis and Management. Yule is a student of the famous physicist Hawking. After completing his Ph.D. in the 1980s, he turned from physics to artificial intelligence.
Professor Yule believes that artificial intelligence will be the first to achieve large-scale application in medical care compared to unmanned driving. 'We analyze medical images of tens of thousands of case databases and provide radiology and pathology with these data. The training helps doctors to be more precise and efficient. ' Professor Yuer said that the project is still in the research stage, and it is still subject to a series of policies such as the US FDA to enter the clinic. But he believes that artificial intelligence is in medical treatment. The application of imaging has broad prospects.
Although the application of artificial intelligence in the medical field is still in its early stages, the top hospitals in the United States have already begun operations. As early as two years ago, GPU giant Nvidia announced a partnership with the Massachusetts General Hospital Medical Data Science Center. The Center hopes to be the center of artificial intelligence medical applications, detecting, diagnosing, treating and managing diseases. NVIDIA's DGX-1 deep learning supercomputer has also been installed at Massachusetts General Hospital.
It is understood that the database of Massachusetts General Hospital contains 10 billion medical images. If the NVIDIA DGX-1 can achieve the expected results, the future medical data science center will be able to expand into the fields of electronic medical records and genetics.
The most popular artificial intelligence projects in the top five hospitals in the United States include predictive analytics, which monitor patient status through data analysis and key metrics, and individualized treatment options for patients through machine learning.
At the beginning of last year, the Mayo Clinic Personalized Medical Center collaborated with the startup Tempus to develop a personalized cancer treatment program using a machine learning platform. Tempus conducted molecular sequencing and analysis for 1,000 Mayo Clinic patients involved in immunotherapy-related research. The cancer types include lung cancer, melanoma, bladder cancer, breast cancer and lymphoma. Industry statistics show that the global precision medical market will reach $173 billion by 2024.
Getting involved in medical care
Coincidentally, Yule is the mentor of Zhu Xi, the founder of the Shanghai Artificial Intelligence Unicorn Company.
Yule gave high praise to Chinese startups like Etu: 'With the support of leading natural language processing (NLP) technology, computer vision technology, and speech recognition technology, Etu is actively deploying medical fields. This is a Good direction. '
Just last month, Yitu announced a strategic level cooperation with Huaxi Hospital to accelerate AI medical benefits and people's livelihood. The two sides said that they will use AI to manage multimodal medical big data and build a full-scale clinical research platform to promote hospital intelligence. Yitu and Huaxi Hospital also released two results of lung cancer artificial intelligence research and development jointly developed by the two sides: the world's first lung cancer clinical research intelligent disease database, and the world's first multidisciplinary intelligent diagnosis system for lung cancer.
According to Wang Wenzhou, director of marketing products of Yitu Medical Products: 'In the first national lung cancer clinical research intelligent disease database released by Yitu Medical, Yitu Medical and Huaxi Hospital completed the cross-system of 28,000 cases of lung cancer patients with full cycle data. Integration, including more than 1 million clinical documents and reports, more than 10 million original medical images, laying a solid foundation for research in the field of lung cancer, and based on this, developed the world's first multidisciplinary intelligent diagnosis system for lung cancer, greatly improved The level of lung cancer diagnosis and treatment in primary medical institutions. '
Dr. Yang Jun, an analyst with Yitu, also said: 'Deep learning and artificial intelligence technology use powerful computing power to build complex mathematical networks and machine learning predictions and risk grading big data mathematical models that cannot be completed by ordinary statistics.
For example, he said that in the first time after the onset of stroke patients, the CT and MR imaging data of the input computer are highly intelligently and quantitatively evaluated, and the image decision output gap on the multidisciplinary connection is filled to realize the true service to the clinic. Auxiliary clinicians can carry out informatization, intelligent and digital 'multi-disciplinary consultations' to improve the overall diagnosis and treatment efficiency of stroke. 'The faster the image interpretation, the more accurate, the more accurate the diagnosis and treatment recommendations, the smaller the brain function of the patient is. And this piece happens to be the strength of artificial intelligence. ' Yang Jun said.
Recently, Intel and the analyst firm ConvergysAnalytics conducted a survey involving 200 US medical decision makers. The survey focused on attitudes toward artificial intelligence and perceived barriers to its adoption. Research shows that although most professionals believe that manual wisdom