Set micronet messages, According to foreign media reports, in the case of less than one year of employment, Diane Bryant, the chief operating officer of Google Cloud Services, announced his resignation.
The subtlety is that Intel recently officially confirmed the resignation of CEO and board chairman Brian Krzanich, CFO Robert Swan took over as interim CEO, and analysts listed Diane Bryant as a possible successor to Intel CEO.
Analysis of the reasons, on the one hand, Bryant led the Google search giant to achieve a major victory in the cloud computing business, the business is widely regarded as the third in the public cloud market, second only to Amazon and Microsoft. According to the latest analysis report, Google The market share of cloud computing has increased (its revenue is also growing at the same time). For this field, Google Cloud Services is still relatively new, and such a good performance proves Bryant's ability.
On the other hand, before joining Google at the end of November 2017, Bryant worked at Intel for more than 25 years. Before leaving the company, he was responsible for Intel's data center team. Diane Bryant was a prominent figure in Intel, in the decline of the traditional PC market. Next, she is responsible for the data center business in 2016 with revenues of more than $17 billion.
As we all know, Intel is looking for a new CEO, Bryant's conditions are very consistent, and Intel is also more inclined to recruit insiders as its leader. Therefore, if Bryant can successfully take over, for the current Intel In terms of it, it will be an important step in stabilizing the military.
It's not clear why Bryant wants to leave Google. The spokesperson said in a statement: 'We thank her for her contributions during Google and wish her all the best in the future.'
According to Diane Bryant's public information on LinkedIn and Wiki, she was born in Fair Oaks, California. She graduated from the University of California at Davis in 1985 with a bachelor's degree in electrical engineering and joined Intel in the same year. The last in Intel. In her position, she is vice president and general manager of Intel Data Center Group. During this time, she led Intel to become an important chip supplier for enterprise customers such as Amazon AWS, while Intel's chips were mainly for consumer electronics. Previously, from May 2008 to February 2012, Bryant was Intel's global vice president and chief information officer.
In May 2017, she left Intel. At the time, Intel said her departure was temporary for six to eight months. But according to a new filing from Intel to the US Securities and Exchange Commission, Bryant had informed Intel. She won't come back and plans to retire from Intel on December 1. The document says Intel will have to pay Bryant $4.5 million in separation fees. Bryant was considered the most Intel before leaving Intel. One of the three top executives with strength.
At the same time, Bryant is also a member of the Joint Technical Committee and is widely regarded as one of the most compelling female leaders in Silicon Valley. Then on November 30th of the same year, Google announced that Bryant joined Google Cloud as COO.
Bryant was named one of the 50 most influential women in business in 2015 and 2016 by Fortune magazine. In 2016, the foreign affairs magazine World Affairs considered Bryant to play an important role in the Global Charity Forum. Business Insider ranked Bryant 32nd in the 2016 '100 Silicon Valley' list, and she ranked sixth in the 2018 'Most Influential Female Engineers' list.
2. UMC sued Micron in China, fearing that it will trigger a reshuffle of the global sales landscape.
In January this year, UMC announced that it had infringement concerns in the Fuzhou Intermediate People's Court in China. In addition to claiming compensation of RMB 270 million, it also prohibited the manufacture, processing, import and sales of Micron products in China. The first-instance judgment was released and the company won the case. According to DRAMeXchange, Micron is banned from selling some products in the Chinese market, and Chinese manufacturers will officially join the market next year, which will trigger the reshuffle of global sales.
DRAMeXchange pointed out that Micron's products include Micron brand, Crucial (including memory module and SSD), and it is facing the ban on standard memory (PC DRAM) and some flash memory products (SSD) in China. There is still the right to appeal again, and the subsequent impact of this case is bound to become the focus of the global memory industry.
From the market point of view, China is the second largest economy in the world. DRAMeXchange estimates that China's domestic demand market will digest global DRAM capacity by 20% this year. Based on the revenue of the three major manufacturers, Micron's first quarter of this year Revenue market ranks third in the world, and its revenue share is about 23%, which is lower than Samsung's 45% and SK hynix's 28%, and about 26% of Micron's total DRAM capacity is from China's domestic demand market. Digested. In the face of the ban on the sale of some products in the Chinese market, Micron is bound to impact its revenue performance, and will enable Samsung and SK hynix, as well as Hefei Changxin and Jinhua, which are expected to officially join the market next year, to become the Chinese market. Direct beneficiary.
From the perspective of NAND Flash, according to DRAMeXchange data, China's domestic demand market digested about 25% of global NAND Flash capacity this year. Micron's revenue in the first quarter of this year ranked fourth in the world, and its revenue market share was about 12%, lower than Samsung's 37%, Toshiba's 19% and WDC's 15%. China's domestic demand market digests about 20% capacity of Micron NAND Flash. Similarly, Micron faces Samsung in the case of China's ban on some products. , SK hynix, WDC, Intel, Toshiba, and Changjiang Storage (YMTC), which may officially join the market next year, will benefit directly.
In addition, judging from the judgment released on July 3, in addition to some of Micron and Crucial's ban in China, Xi'an, which also includes Micron, will stop the testing of Micron products and the sales of Micron Semiconductor (Shanghai). Ltd. will stop selling. Therefore, in addition to Micron and the sales of Intel's in China will be affected, its downstream third parties are also likely to be affected to a considerable extent. DRAMeXchange
3. The United States relaxed the restrictions too late, ZTE lost 600 million euros
On July 4th, the U.S. ban on ZTE was untied. Recently, ZTE, which is in dire straits, can finally breathe a sigh of relief. However, the relaxation of the restraining order is still too late. Huawei originally wanted to compete for an Italian contract. The contract is worth 600 million euros. Finally, it was because of the restrictions.
ZTE originally wanted to bid for Wind Tre SpA's single contract, which was worth 600 million euros. However, due to the US seven-year restriction on ZTE, this big order eventually fell into the hands of Ericsson. Currently Ericsson and Wind The representative of Tre SpA declined to comment on the Italian transaction.
Since the ban was imposed, ZTE’s business has been stagnant for several months, and its share price has fallen by 57%. In addition to the ban, the loss of the Maxell patent litigation has made ZTE’s current situation worse. This single 600 million euro order, Originally, ZTE could be relieved a bit, but it was helpless to influence the restrictions. It can only be handed over. IT House
4. New iPhone orders, weaving out of the game
Apple's most eye-catching 6.1-inch LCD version of the iPhone's new machine OEM orders this year, a big move, originally by Heshuo, Hon Hai and Wistron, the Fubon investment report pointed out that due to Wistron's quality control doubts in March Apple retracted the order and changed it to Hon Hai, and Shuo.
Wistron previously mainly assembled iPhone SE for Apple. The market is highly expected that the new 6.1-inch LCD version of the new iPhone will bring explosive performance. If Wistron loses the order, it means that this year’s iPhone new machine assembly opportunity will still be mastered. In the hands of Hon Hai, the two major foundries of Heshuo.
Both Heshuo and Wistron said on the 4th that they would not comment on a single customer and a single product. Hon Hai also maintains a position of not always commenting on a single customer and product.
The market is rumored that Apple will launch three new iPhone models this year, including the 6.1-inch LCD version, and the 5.8-inch and 6.5-inch OLED versions. The LCD version is most optimistic due to its high cost performance.
In addition to the LCD version may be changed by Hon Hai, He Shuo knife, Hon Hai almost covers most of the OLED version of the new machine orders, and Heshuo has obtained a small number of OLED version of the new machine assembly.
As for why Wistron lost the LCD version of the new machine order, Fubang Investment Technology analyst Liao Xianyi pointed out that due to some doubts about Wistron's product management in March, Apple's outgoing decision not to assign any new to Wistron in the second half of this year. aircraft orders, Wistron equal to 6.1 inches will be removed in the assembly of the new iPhone models.
Fubon Investment believes that, in view of the current proportion of assembly orders, the 5.8-inch OLED new machine assembly order will be won by Hon Hai 100%; 6.1-inch LCD iPhone, Hon Hai, and Heshuo each won 75%, 25%, It is expected that the LCD version of the new machine will be priced at 799 US dollars (about NT$ 24,000); 6.5-inch OLED models, Hon Hai orders accounted for 90%, and Heshuo is 10%. The overall new iPhone pulls the number of built About 83 million.
Liao Xianyi believes that the price of the 6.1-inch LCD will be the key to buying gas. If the 6.1-inch is selling well, it is expected to be profitable. It is expected that the Hess and Japan Display (JDI) will benefit, if the Chinese consumer market accepts 6.5-inch AMOLED. Gao, Hon Hai and Samsung have benefited the theme. Economic Daily
5. Multi-lens meets AR virtual reality, Apple or launches three-shot iPhone in 2019
Set micro-network news (text / Jimmy), when the smart machine pays attention to the camera performance, and gradually abandon the single-camera to dual-camera and equipped with AI technology, Huawei has already launched the P20 pro with the Leica three-shot, and the reputation is loud. Camera performance has once again become the focus. Multi-lens has become the mainstream trend of future mobile phones.
I still remember the iPhone 7 plus that was unveiled at Apple's autumn conference in 2016. Apple's first mobile phone with dual-camera, which almost became the main selling point of this phone, the background blur brought by double camera caters to many consumers who love to take pictures. However, although the size of the mobile phone should not be mastered or carried with one hand, in order to double-photograph, many consumers also pay for it. AR virtual reality has also become a topic at the conference, thanks to Apple's powerful SoC and dual camera. From the 3D structured light face recognition carried out by iPhone X last year, it can be seen that Apple is vigorously promoting virtual reality technology. At this year's developer conference, AR virtual reality enhancement has become an update of Apple in the new IOS system, and said that it will be in the future. More and more attention. This may mean that double shooting can no longer meet Apple's demand for virtual reality enhancement.
Coincidentally, South Korean technology media ETnews.com reported that the iPhone will adopt a rear three-shot camera in 2019, and the 3D sensing function will also be upgraded. The report points out that the new rear lens will be much more advanced than the iPhone X front-mounted 3D sensor, responsible for expansion. Augmented reality. Three-camera can realize stereoscopic imaging, capture images from different angles, and measure the distance between the target and the mobile phone by triangulation.
Jesset Taunch Chippak Korea is rumored to be the supplier of Apple's 3D sensing module. If it passes the certification in the future, it is expected to be mass-produced in the second quarter of next year.
6. Suppressing Micron on the eve of the peak season, Macquarie analyst: Is it good for Chinese manufacturers?
Affected by the news of the preliminary lock-up order issued by China's Fuzhou court, Micron Technology Inc., which fell 5.51% on July 3, closed at 51.48 US dollars, the highest in the 30 constituent stocks of the Philadelphia Semiconductor Index; % to $50.69.
Barrons reported on July 3, Macquarie Research analyst Srini Pajjuri pointed out that although Meiguang has 50% of revenue from the Chinese market, the proportion of sales related to the UMC lawsuit is much lower than 50%. Macquarie expects Micron to Global DRAM, NAND market share reached 23%, 12%. If the Chinese ban continues for a while, Macquarie is expected to cause quotes (especially DRAM) to rise or cause shortages.
Pajjuri said that based on the current limited information, the impact of the lock-up order on Micron's operations may be short-lived. He pointed out that the short-term ban may impact Micron's sales in the Chinese market, but the supply is already in a tight state. It may be possible to pull up the DRAM offer. Samsung Electronics, Hynix can fill some gaps, but it may take some time. As the timing enters the second half of the peak season, Macquarie believes that the supply is tightening further to Chinese smartphones, PCs and server makers. Great advantage.
CNNMoney reported on January 25 that Michael Every, head of financial market research at Rabobank Group in the Asia-Pacific region, pointed out that China will not use the semiconductor industry as a sacrifice for trade wars, because it will make its own electronics manufacturing costs. He said. If China imposes tariffs on US chip products, it will move its own feet and make its products uncompetitive.
China's General Administration of Customs announced on June 8 that the import value of integrated circuits (IC) increased by 22.2% to 198.99 billion yuan (RMB) in January-May 2018.
In 2017, the amount of China's IC imports increased by 14.6% to US$2,60,143,389 million, which was higher than the top of all imported goods, far exceeding the crude oil of US$162.328 billion.
MarketWatch reported on July 3, FactSet data shows that Micron has 49.5%, 13.6%, 12.5% of revenue from China, the United States and Taiwan.
In the 'FORM 10-Q' file submitted to the US Securities and Exchange Commission (SEC), Micron mentioned that the company is facing increasing competition from the influence of the Chinese government and a number of state-owned or affiliated companies investing in the semiconductor industry. The entity aims to advance China's established national policy objectives. The activities of the Chinese government may limit Micron's participation in the Chinese market or may prevent Micron from effectively competing with Chinese companies. MoneyDJ