★ The fundamental reason for the price increase of MLCC by Yang Lin, the chairman of Xianghai Electronics
Yang Lin, chairman of Xianghai Electronics, said: MLCC's technology and capacity distribution have obvious regional characteristics. Mainland China manufacturers mainly produce large-size, low-capacitance products with relatively low technical content; Japanese manufacturers mainly produce small sizes. High-capacitance products, high technical content; products of the same size, the capacitance of products produced by Japanese manufacturers is much higher than that of mainland manufacturers, and Taiwanese manufacturers are located between them. The price of MLCC has continued since 2017. Yang Lin believes that the reason for the price increase of MLCC is the structural imbalance between supply and demand. For the same size MLCC products, Japanese manufacturers originally produced capacitor values that are ahead of Taiwanese manufacturers and mainland manufacturers. Since the end of 2016, Japanese manufacturers have made smaller products. The size and higher capacitance value have led to structural shortages between the product areas produced by Japanese manufacturers before the end of 2016 and the product areas that Japanese manufacturers began to produce at the end of 2016. The sentiment has spread to the product areas produced by Taiwanese and mainland manufacturers.
★Features of the Semiconductor Summit: A collection of micro-dining halls, many amnesties waiting for you!
Set micro-dining hall: a big cockroach, nine potential partners or investment objects, a dinner table, two hours of dinner is not long enough, enough to reach a consensus. In the past few years, the China Mobile Alliance has held many industry executive dinners Welcomed by industry chain executives, Huawei Yu Chengdong, OPPO Chen Mingyong have been the guest. The Micro-Semiconductor Summit is a big carnival in the industry. The guests are not limited to the size of the company, only the position, full communication, cooperation Winning is the main appeal of the summit. Last year, more than 30 listed company CEOs, 50 investment partner partners, 150 industry company CEOs attended the summit, this year will only be more. This is the background of the 'micro-food hall', also set The purpose of the micro-food hall.
★Wentai Technology plans to divest 1,843 million yuan in real estate business, Yunnan City Investment
On July 23, Wingtech announced that in order to dispose of the less profitable real estate assets and improve the asset quality, Wingtech plans to sell all the assets related to the real estate business and the equity of the related subsidiaries to Yunnan Urban Construction Investment Group. Co., Ltd. (hereinafter referred to as 'Yunnan City Investment') and/or its designated holding subsidiary. Appraisal value of the real estate assets and equity to be sold (the evaluation value of non-wholly owned subsidiaries is calculated according to the company's shareholding ratio) It is 1,483,046,182.38 yuan.
★Shanghai Xinsheng large silicon film is verified by Hualiwei, and the monthly production capacity will reach 100,000 pieces at the end of the year.
On July 23, Shanghai Xinyang said on the interactive platform that the company's shareholding in Shanghai Xinsheng's latest construction plan will reach a monthly capacity of 100,000 pieces by the end of 2018. Shanghai Xinsheng positive film has passed the verification of Shanghai Huali Microelectronics. Through the verification of TSMC. Previously, Shanghai Xinyang said in the report that Shanghai Xinsheng 300mm large silicon wafer project has started to provide positive film certification to chip foundry companies such as SMIC in the second quarter of 2017, and realized in 2017. 4. The sales of the film, the accompanying film, the test piece, etc., the silicon wafer certification work went smoothly.
★ How to make the 瀚 micro AI chip intelligent?
Investing a few days ago, how to realize the intelligentization of the rich micro-AI chip? Fu Weiwei said that, in the video surveillance field, a high-performance smart chip is built in the front-end camera, and the video image content is pre-processed through edge calculation. The company's IPC SoC products FH8830, FH8630D series have integrated intelligent modules, which can implement motion detection, face detection, humanoid detection, abnormal alarm and other applications. Future AI requirements put forward higher requirements for front-end computing power, and will integrate the deep learning acceleration engine. Achieve more advanced intelligent features.
★Chengzhi Holdings plans to invest US$700,000 to establish a joint venture to open up the Indian market.
Xinzhi Holdings announced that on July 20, 2018, the company's wholly-owned subsidiary, Xinzhi Development Co., Ltd. and DTDS Technology Pte.Ltd. signed a joint venture agreement on the establishment of a joint venture company in Hong Kong. The total share capital will be US$1 million. The company will invest US$0.7 million and US$300,000 respectively in the subscription of the joint venture company, and will hold 70% and 30% equity respectively in the joint venture. The joint venture company and its subsidiaries The services related to the trading of electronic components will be provided mainly in the markets of Southeast Asia and India, including but not limited to the search for new customers in the regions. After the establishment of the joint venture, the joint venture company must establish a wholly-owned subsidiary in India, responsible for Provide services related to electronic components trading in the Indian market.
★Xinwangda: Dongguan Liwei 2018 enters the mainstream mobile phone notebook manufacturer supply chain in the second half of the year
On July 23, Xinwangda issued an announcement on investor relations activities. Xinwangda said that in 2017, the company achieved revenue of 14.044 billion yuan, a year-on-year increase of 74.43%, and a net profit of 544 million yuan, a year-on-year increase of 20.86%. The company's notebook battery business began to exert its strength, and its operating income increased by 179.75%. In addition, the intelligent hardware business was fully developed. The company will continue to expand cooperation with the eco-chain company in the future, further enrich product categories, and strive to build an intelligent manufacturing platform and innovation. platform.
★ Oufei Technology is one of the major suppliers of 3D sensing, dual camera module
Oufei Technology recently told investors that in the field of optics, the company has firmly grasped the industrial opportunities brought by high-end micro-camera modules, miniaturization, dual-camera and 3D sensing, and continued to play the module design. Core technology advantages such as image processing and software algorithms have steadily improved in the industry chain. The company is currently one of the leading suppliers of 3D sensing face recognition and mainstream mobile phone brands with many best-selling dual-camera modules, and will continue Bring into play the advantages of technology and industrial chain integration, and promote the development and popularization of face recognition technology.