1.SIA: Global chip sales revenue rose 21% in the second quarter, and China exceeded 30%;
According to the micro-network news, the Semiconductor Industry Association (SIA) announced that the global second-quarter chip sales revenue rose 20.5% year-on-year to 117.9 billion US dollars; alone in June, chip sales revenue also rose 20.5% to 39.3 billion US dollars.
The SIA pointed out that the global chip industry has achieved a year-on-year increase of more than 20% for 15 consecutive months; each category also recorded year-on-year growth.
In June, China remained the fastest growing region for the chip industry, up 30.7% year-on-year; followed by the Americas, with an increase of 26.7%, Europe (15.9%), and Japan (14%).
2. The three key issues of the smart cockpit, have you GET?
Abstract: It is a multi-screen, one-core multi-screen, is to be software platform, is it to be integrated with the intelligent driving platform or separate? These are the key issues that need to be solved.
The micro-network report (Wen Ai Meng) mentioned the car, it is inseparable from the intelligent, networked, with the two major vents, the importance of the smart cockpit is increasingly prominent. With full LCD instrument, HUD, car entertainment system, after The smart cockpit represented by entertainment is designed to bring a more intelligent and secure interactive experience, providing a more concise and efficient interaction, which is expected to become the next subversive innovation of the car.
Showing five major trends
The smart cockpit has emerged as a complex system that integrates multi-body electronics, providing multi-screen interaction and advanced human-computer interaction technologies such as speech recognition, gesture recognition, etc., and will be integrated into cloud intelligence and ADAS functions.
Consistent with the path of new technologies in the past, the penetration of smart cockpits from high-end models to mid- and low-end models is accelerating, and it has entered the popularization stage in 2018. The full LCD panel in the smart cockpit, the permeability of HUD and other functions is still relatively low. It is accelerating development. For example, the penetration rate of full LCD instrument is about 5%, and the penetration rate can reach 20% in 2020.
While the smart cockpit enhances the intelligent and secure interactive experience, it also becomes the melting pot of multiple hardware and software technologies.
He Wen, Dean of the Intelligent Research Institute of Chongqing Changan Automobile Co., Ltd. analyzed the future trend of smart cockpit: First, support multiple interaction modes, such as voice, face recognition, gesture recognition, etc. This is support for input diversity. Second, the content presentation or content feedback is integrated. The content of all people and people interacting with each other is a whole. It can provide different display methods such as instruments, HUD and even light feedback and content according to different moments and scenes. It is the personalization of the cockpit, which can present different contents according to different drivers and passengers. Different driving scenes show the multi-scene display mode; Fourth, it is simple, it will know you very well, and actively push the information you need in real time; The fifth is to support continuous OTA upgrades, timely updates, and better consumer experience.
Software must be platformized
The industry is working hard on the smart cockpit, which inevitably brings the homogenization test.
Harbin (China) Investment Co., Ltd. Chengdu R&D Center Software R&D Director Yang Jinsong mentioned: 'At present, the hardware design of the smart cockpit basically tends to be homogenized, and the future differentiation is reflected in the software capability, and the core of the software capability. Is the user experience. '
Since differentiation is at the software level, software must be platformized and remotely updated. Yang Jinsong believes that, on the one hand, the underlying software has to adapt to different processors because different customers have different needs; on the other hand, at the hardware level, Because the smart cockpit needs to integrate multiple electronic systems, it must rely on virtual machines. Under the support of virtual machines, different operating systems can be supported in the same software, and different operating systems can be used in the instrument, front or rear seats.
Moreover, the user experience is not a simple human-computer interaction interface, but a comprehensive concept. For example, Yang Jinsong, for example, diagnoses the state of the car through a remote network before driving, and becomes a smart assistant after entering the car, providing personalization. The interface enables automatic connection between the smart device and the cockpit system, and provides some contextual services during driving, such as fatigue reminders, online payment, parking sharing, etc.
Obviously, the complexity of the intelligent cockpit has far surpassed that of the traditional central control or instrumentation system. In order to reduce the pressure on the OEM, it is necessary to provide a comprehensive platform from the front of the smart cockpit to the intelligent cloud. Yang Jinsong mentioned the purpose of platformization. In order to adapt to the needs of different customers, such as Harman's high-end systems can enjoy a common hardware platform, low-end systems use another platform. Currently Harman high-end system uses a dual CPU solution, can support up to 9 displays.
Why do you want 'one core multiscreen'?
The smart cockpit needs the synergy of the instrument panel, HUD, front seat and rear seat entertainment system. Is it divide or conquer or 'one core multi-screen'?
Yang Jinsong believes that if discrete, then each system is independent, the transmission of communication will be a big problem, and it will increase the cost, delay, resulting in poor experience. High integration solves high cost communication and performance. The problem, despite the high cost of 'one core multi-screen' in the early stage, because of the need for powerful processors, complex software operating systems, etc., with the popularity of the cockpit system, this cost is bound to fall, so optimistic about 'one Core multi-screen 'highly integrated trend.
Yang Jinsong also added that 'one core multi-screen' not only solves the cost and software problems, but also adapts to more personalized or intelligent needs, and because the car network needs to fully interact with the cloud, it is not possible to establish a channel only through the central control. It is necessary to establish a big data network channel through a unified brain, so that it can be more intelligently presented and interacted with.
After the car fully embraces the intelligence, it has caused new problems. The boundary between smart driving and smart driving will become smaller and smaller. How can the future industry's investment in smart driving be grasped? Intelligent driving integration intelligent driving How long will the time period be?
Yang Hong, president of Shenzhen Hangsheng Electronics Co., Ltd. believes that there is no need to integrate, because the smart cockpit is moving towards safe, comfortable and intelligent direction, both the value and the experience, but the need for safe and reliable car driving is The most important. The automatic driving platform is separate from the smart cockpit platform, because the security level is completely different and cannot be easily integrated.
Moreover, from the perspective of industrial participation, Yang Hong believes that intelligent driving, even if smart driving is not considered, will always exist, and requires more and more powerful functions. For the industry, there will be opportunities in the next decade. But in the smart driving platform market Still dominated by a few giants, there are few opportunities for other players, so it is not necessary to integrate.
He Wen believes that the trend will be integrated, after all, integrated design will bring about a reduction in design reliability and backup redundancy, but it still depends on the maturity of the technology. But smart driving is a high-level and high-security requirement, and Smart cabins have different levels of security and may still take a long time to integrate. (Proofreading/叨叨)
3. In the second quarter, Samsung's OLED panel shipments dropped by 70%.
According to the micro-network news, Nikkei News reported that Samsung is the main supplier of Apple's OLED panel. It was expected that the number of shipments to Apple in the previous quarter could reach 12 million to 15 million. But according to Samsung's earnings report released on July 31, the display In the second quarter of the panel division, the operating profit was far less than the target, with an annual decline of 92%. Some analysts expect Samsung's shipments to Apple in the second half of the year to recover, because Apple's new iPhone will be expected this year.
Informed sources pointed out that Samsung shipped from April to June to iPhone X OLED panel is only about 6 million, well below the nearly 20 million panels of the front quarter, representing a decrease of 70%, dragged down not only Samsung's earnings, also hinted on iPhone X Apple's growth contribution is not as good as the iPhone 8 series.
The news site The Verge reports that Guilherme Rambo, a well-known iOS developer and technology website 9to5Mac writer, posted three photos on Twitter from the iOS 12 trial version, except one that may have been rumored for a long time. In addition to the 'iPhone X Plus' icon, there is also a borderless version of the iPad that may represent the first news outflow.
Lanbo stressed that these icons are still in the initial unfinished version, so it is not necessary to speculate on the appearance of the new product. He also said that the icon of the new iPad is square, it is likely to be just to adjust the length and width in the future. So don't think Apple will launch a square iPad.
The CNBC report pointed out that although these pictures are just some illustrations, they may not be too close to the finished product, but this is not the first time Apple has outsourced its new concept due to software. Apple's HomePod smart speakers and iPhone X are all public. Before the publication, let the outside world master these new products through software.
The outside media has long predicted that Apple will announce three new iPhones in September this year, including an updated version of the 5.8-inch screen iPhone X, another 6.5-inch high-end phone that also features an OLED screen, and a traditional LCD screen. 6.1-inch model, 6.5-inch This is a new machine that is commonly known as 'iPhone X Plus', but it is not clear how Apple will call it in the end.
4. Middle East fund sells AMD stocks for $430 million and remains the third largest shareholder
Since the financial data for the two quarters of this year are very good, coupled with the delay of the old rival Intel's 10nm process, AMD's share price has risen this year, from $12 at the beginning of the year to around $18. The upswing is also a good opportunity for shareholders to cash out. AMD's major shareholder Mubadala Investment Fund sold 22 million AMD shares a few days ago, cashing about $430 million, but Mubadala Investment Fund still holds AMD's 3.6%. Stock, or the third largest shareholder.
Mubadala Investment Fund is an investment company owned by the UAE government. It has investments in more than 30 countries around the world. It is active in 13 industries including aerospace, information and communication technology, petrochemicals, energy, real estate, medical, etc. It is a major focus of their investment.
Speaking of AMD, Mubadala Investment Fund has a close relationship with AMD. In 2006, AMD acquired ATI and spent 5.4 billion US dollars. This investment is not small for AMD, which was not rich in the year, so AMD followed in 2007. Mubadala Investment Corporation reached an investment agreement to sell 49 million AMD shares to Mubadala Investment, valued at $622 million, while the latter received approximately 8.1% of AMD's shares and AMD's net income was approximately 6.08 Billion dollars, this money is mainly used for subsequent products.
In 2009, AMD split the semiconductor manufacturing business. In the same way, it cooperated with the Mubadala Investment Fund to establish Globalfoundries. At that time, AMD also held a 44% stake. However, AMD has been reducing its stake in GF. In 2012, the last 8.8% stake was sold, and GF became a wholly-owned subsidiary of Mubadala Investment Fund.
As for AMD, Mubadala has at most 13% of AMD's shares, the largest shareholder, but Mubadala has been reducing AMD shares in recent years, especially after AMD's share price surged in 2017. In March last year, in August, AMD stocks were sold in large quantities for two consecutive times, respectively, to cash in 610 million US dollars, 530 million US dollars, and the shareholding ratio fell to 5%.
On July 30 this year, Mubadala Investment Fund once again sold 22 million AMD shares, cashing about 430 million US dollars, the current shareholding ratio fell to 3.6%, but still the third largest shareholder of AMD, the first two are holding 10.32% of the Pioneer Fund, holding 4.65% of the Blackstone Investment Fund.
Judging from the change in equity, this year, AMD's stock price has risen. Many shareholders are selling stocks more or less, and cash is high. Mubadala Investment Fund also said that the sale of AMD stock is the company's investment. Part of the plan, Mubadala has been a long-term holder of AMD stock for the past decade, and this deal is in line with the company's investment strategy.