According to the micro-network news, since the second quarter, MediaTek has benefited from the shipment of mobile chip market. The operation is expected to grow significantly compared with the first quarter. The total mobile chip shipments will fall between 90 million and 100 million sets. The exact number will be In the second quarter, the law was announced. CEO Li Lixing had previously said that 'should be able to reach the market', and at the same time optimistic about MediaTek's weaker season effect this year is better than the past, the second half will be better than the first half. It is reported that the mainland smart machine The market continued to be in a downturn. Foreign investors pointed out that in the terminal market is not as expected, MediaTek P60's output in the second half of the year is expected to fall by 20~30%, which makes the average shipment target of smart phone chips overestimate this year. It may increase by only 10% in the quarter, which is lower than the market expectation of 20%.
Set micro comments: This year, Qualcomm has too many troubles, and MediaTek is welcoming the best year.
Undertake the 'nuclear high base' special project, Dali technology detector chip to achieve complete replacement of imports
On July 9, Dali Technology said on the interactive platform that the core chip developed by the company is an uncooled infrared focal plane detector. In addition to meeting the self-use requirements, it is also sold in the form of a movement component (uncooled detector + image processing circuit). For other user units, the user scope now covers major domestic military industry groups and research institutes. Da Li Technology said that the company has continuously undertaken the '12th Five-Year' and '13th Five-Year' national 'nuclear high base' major special projects. The industrialization capability of the detector has been formed, and the complete replacement of imports has been realized. In 2017, the industrialization of megapixel detectors was realized for the first time in China, and the products were selected by the Ministry of Industry and Information Technology.
Set micro comments: Substituting imports is the first step, but it does not mean occupying the market. Cost is another important consideration.
Quanzhi Technology expects net profit of up to 80 million yuan in the first half of the year, an increase of 4634.29%
On July 9, Quanzhi Technology released a forecast for its results. It is estimated that the net profit attributable to shareholders of listed companies in the first half of 2018 will increase from the same period of the previous year: 4,220.04%–4,634.29%, profit: RMB 73 million – RMB 80 million. The net profit attributable to shareholders of listed companies was 1.681 million yuan. Quanzhi Technology stated that during the reporting period, the net profit attributable to shareholders of listed companies increased by 4,220.04% -4,634.29% over the same period of the previous year, mainly due to: 1) Operating income compared with the previous year During the same period, the growth was about 50%. The increase in operating income led to a rebound in profits. 2) The administrative expenses and sales expenses decreased by about 10% compared with the same period of the previous year. 3) The RMB depreciation resulted in an exchange gain of about RMB 4 million during the reporting period. The exchange loss was 18.08 million yuan. In addition, the impact of the company's non-recurring gains and losses on net profit is estimated to be about 38 million yuan.
Set micro comments: Congratulations to all, the mainland IC design company is relatively more ups and downs.
Resistance, Capacitance on the US Tax List, Japan, German Fisherman's Profit
The Wall Street Journal reported on July 8 that according to Section 301 of the US Trade Representative Office (USTR) Office, the list of Chinese import goods was used for remote control, and the printed circuit components of the vending machine were listed. In addition, the board used Many parts, such as resistors and capacitors, are also subject to tariffs. Reports indicate that tariffs may also increase the cost of repairing some consumer electronics (such as printers, photocopiers) because parts and accessories for these products are now facing new Tax. The biggest impact of the new US tariffs in the technology industry is semiconductors and related products. The Semiconductor Industry Association (SIA) estimates that imports from China will be US$2.5 billion in 2017. CEO of Husco International Inc. Austin Ramirez said that the company's parts purchased from China were all on the tax list, and the tariffs made Harsco at a disadvantage when faced with Japanese and German competitors.
Set micro comments: Resistor and capacitor are not the strengths of the Chinese industry. Relatively speaking, the inductance is higher in the global industry.
China jumps to second place! SEMI: The global semiconductor equipment market will reach 62.7 billion US dollars in 2018
SEMI (International Semiconductor Industry Association) released its mid-year forecast at the annual SEMICON West exhibition. The forecast report indicates that global sales of semiconductor manufacturing equipment is expected to increase by 10.8% to US$62.7 billion in 2018, surpassing the historical high of US$56.6 billion set last year. The equipment market is expected to set another record in 2019, with an expected growth of 7.7% to $67.6 billion. SEMI's mid-year forecast indicates that wafer processing equipment will grow by 11.7% to $50.8 billion in 2018. From fab equipment, crystal Another front-end component of round manufacturing and reticle equipment is expected to grow 12.3% this year to $2.8 billion. The packaging equipment division is expected to grow 8.0% to $4.2 billion in 2018, while semiconductor test equipment is expected to grow 3.5% to 49 this year. One hundred million U.S. dollars.
Set micro comments: 4. The wafer manufacturing industry is on the rise, and equipment procurement is definitely a precursor.
Depreciation of some production lines of Shentianma was completed, and the G6 OLED production line was mass-produced and shipped in early June.
In recent days, Shen Tianma said in an investor survey that according to the "Accounting Standards for Business Enterprises" and the company's accounting policies, the company's production lines and equipment are depreciated for 10 years. At present, the company's a-Si production line has gradually entered the end of depreciation. For example, Shanghai Photonics G5 line has been depreciated, Shanghai Tianma G4.5 line has technical changes, depreciation will be completed within this year, Chengdu Tianma, Wuhan Tianma G4.5 line depreciation will be near two, three Completed during the year, it is expected to have a positive impact on the company's performance.
Set micro comments: Priority is given to the introduction of new technologies, and priority depreciation is one of the magic weapons to enhance the competitiveness of enterprises.
After three years, we finally ushered in the first instance judgment! Xiaomi has won the first SEP lawsuit
For Xiaomi, today is undoubtedly a very meaningful day. From the application of IPO in early May to today, in just two months, Xiaomi has finally officially listed in Hong Kong stocks! In addition, according to the collection micro-network Xiaomi also ushered in another good news today, that is, Xiaomi has won the first SEP (standard essential patent) lawsuit. The patent litigation between KPN and Xiaomi has to be traced back to 2015. In 2015, KPN Company recognized Xiaomi Infringe on its SEP patent, so the latter is appealed to the Beijing Intellectual Property Court. Among them, the patent number of the patent involved is 'ZL94194872.2', and the name is 'method and equipment for converting a series of data packets using data compression', and the patent term From December 29, 1994 to December 28, 2014. Finally, the Beijing Intellectual Property Court examined the consistency of the patent claim 23 and the standards involved, and determined that the patents involved were not the same as the standards involved. The first-instance judgment was made: All the claims of KPN were rejected. Xiaomi said that the standards and techniques involved in this case are complicated, and the patents involved are still valid after repeated invalidation, so it took only three years for the court to End of First Instance decision.
Set micro comments: Patent disputes still need to have local advantages, not only in China, but also in the United States.