Directory:
1, Russian media: China semiconductor independent progress has made a breakthrough
2, Huawei , "infinitely close" to building a car
3, the wind direction has changed! Please ask customers to place orders to fill wafer foundry capacity?
4. The overall chip delivery time has dropped by 1 day, and the shortage problem has been slightly alleviated.
5. Russia has launched SSD using self-developed main control chip , with a speed of up to 1.5GB/s
6. Samsung has suspended shipments, which has impacted Korean PCB factories. Big
1. Russian media: China’s semiconductor independent progress has made a breakthrough
According to reference news reports, Russian media recently stated that in the competition in the semiconductor market, the United States cannot immediately ban the supply of components produced by , the most advanced process technology, to China. China is deeply embedded in the global division of labor and global supply chains in this industry. Trump had an unsuccessful experience: At that time, the United States tried to restrict American advanced chip manufacturers from cooperating with Chinese manufacturers (such as ZTE ), but the result was losses and product sales problems for American companies.
Therefore, the long-term goal of the Biden administration is to shift the supply chain to the United States and its client states and gradually squeeze out China.
At present, the overall situation of China's electronics industry is favorable. The total number of semiconductor-related companies in China reaches approximately 350,000. Among them, about 34% of related enterprises are engaged in wholesale and retail trade, 28% are engaged in research and development and technical services, and 23% are engaged in information transmission, software and information technology services. In recent years, the annual growth rate of related enterprises has been above 30%.
However, a series of problems faced by Chinese manufacturers may make industry development difficult. The most important problem is: lacks self-produced extreme ultraviolet (EUV) lithography machines, and relies heavily on imports for some important consumables.
According to statistics, the market size of semiconductor manufacturing equipment in mainland China will be nearly 30 billion US dollars in 2021, and the market size of semiconductor materials will reach 11.9 billion US dollars.
Both markets are dominated by foreign manufacturers, The overall localization level of China's semiconductor equipment is less than 15%. In terms of consumables, the self-sufficiency level of photoresist (a necessary material for photolithography) is around 5%, and advanced photoresist is completely dependent on imports.
Now, things are improving in this regard. Relying on the country's proactive measures to cultivate independent industries, Chinese companies have expanded their equipment and material production categories. In the field of lithography equipment, local manufacturers occupy a certain domestic market share. China Jingrui Electronic Materials Co., Ltd. is testing its own new photoresist and plans to start mass production soon.
Local semiconductor equipment and materials manufacturers have seen overall growth as more Chinese products used to produce chips pass customer inspections and secure orders.
In recent years, China has made breakthroughs in complete technological independence (not only independent from the United States). After years of hard work, Shanghai Microelectronics Equipment (Group) Co., Ltd. may soon launch a 28-nanometer deep ultraviolet (DUV) lithography machine. SMIC has mastered the advanced FinFET technology for producing 14nm chips.
Through the development of the electronics industry, China's international market share has gradually increased. Last year, of the US$31.2 billion worth of chips produced in China, local companies produced US$12.3 billion (39.4%) of the chips, accounting for 6.6% of the domestic chip market (US$186.5 billion). The remaining products of come from overseas companies that have been put into production in mainland China: TSMC, SK Hynix , Samsung, Intel , Lianhua Electronics , etc.
According to the forecast of the American Integrated Circuit Research Company, the scale of China's local chip manufacturing industry will increase to US$58.2 billion by 2026, accounting for approximately 8% of the global market size (US$717.7 billion).
Currently, China is successfully solving the problem of self-sufficiency in lithography equipment and all popular types of chips, and is close to achieving complete technological independence (the maximum in the world today) in the production of semiconductor products. (core headline)
2, Huawei, "infinitely close" to building cars
launched at Huawei press conference
pre-ordered at Huawei mall
showed cars at Huawei experience store
but "Huawei does not build cars"
How many "Huawei Dafa" are there? fragrant? Anyone who pays attention to automobile stocks probably feels this way. Once a car company has an opportunity to be related to Huawei, the stock price will most likely skyrocket. This makes Huawei a special presence in the automotive industry.
Two years ago, the Huawei EMT resolution issued by Huawei founder Ren Zhengfei stated that Huawei does not build complete cars, but focuses on ICT technology to help car companies build good cars. Since then, many models with "Huawei concepts" including the new HI version of Extreme Fox Alpha S, Cyrus Huawei Smart Select SF5, etc. have quickly gained market popularity, but have also been quickly forgotten by the market.
Huawei has repeatedly stated that it will not build cars, but its close intersection with the automobile manufacturing industry has made people think about it. Some consumers even "manually" replaced the Huawei car logo with Huawei after purchasing related concept models. Under such constant calls, the AITO brand is here.
html On July 4, at Huawei's summer flagship new product launch conference, the AITO brand officially launched its second product - the luxury smart large electric SUV AITO Wenjie M7, with a national recommended retail price of 319,800-379,800 yuan. According to officials, the Wenjie M7 is deeply empowered by Huawei and equipped with the HUAWEI DriveONE pure electric drive extended range platform, bringing 6 large spaces, AITO zero-gravity seats and the newly upgraded HarmonyOS smart cockpit.
The launch conference of Wenjie M7 is different from other new car launches. This model was officially launched at Huawei's summer flagship new product launch conference. Before the release of this model, Huawei first released a variety of products such as mobile phones, watches, portable WIFI, and whole-house intelligence. In fact, the release of Wenjie M5 also followed such a process. At that time, people were questioned about the consideration of "using half the time of the press conference to release a non-Huawei product."
So although Wenjie M7 is a Jinconselis model, whether it was mentioned repeatedly by Huawei Managing Director, Terminal BG CEO, Smart Car Solutions BU CEO Yu Chengdong before its launch, or it is related to other Huawei products Released together, they gave consumers a strong feeling: This is Huawei's model. "Huawei's dominance is too high, and Cyrus looks like a foundry." An industry insider said frankly.
In fact, under Huawei's purpose of not building cars, the AITO brand is infinitely close to Huawei's "son". However, neither the Wenjie M7 nor the previously launched Wenjie M5 can yet reflect Huawei's "full firepower" - the ADS high-end autonomous driving that Huawei is proud of does not appear in the configuration of these two models. superior. At the same time, it is worth noting that the above-mentioned document claiming that Huawei will not build cars was issued on October 26, 2020, but the end of the statement stated: "This article will take effect from the date of issuance and will be valid for 3 years."
Image source: Weibo @宇成东
In other words, it is not impossible for Huawei to personally build cars in the future. Yu Chengdong's activeness in the automotive industry makes it hard to believe that Huawei really has no intention of building cars. If this is the case, is AITO’s M7 still good?
"Soul Empowerment"
There has been a long-standing discussion in the industry about Huawei, Baidu and other companies providing technical support for automobiles. The most famous one is what Chen Hong, chairman of SAIC Group , said in 2021, "It is difficult for SAIC to accept a single supplier to provide an overall solution. This will become 'He is the soul and I am the body'. The soul must be controlled by oneself. in hand".
SAIC, which is huge in size, has the confidence to say this, but for other car companies, sometimes the soul may not be so important compared to the survival crisis.
With Huawei’s “soul”, despite the bleak auto market, AITO Wenjie M7 still got off to a good start.
"With the joint empowerment of Huawei and Cyrus, leveraging their respective advantages, the AITO brand has set a record for the fastest delivery of a single model of a new brand exceeding 10,000 yuan. In June, the number of orders exceeded 10,000 yuan in a single month, setting a new high, and it has become the fastest growing brand. "Smart electric vehicle brand." Yu Chengdong said: "With the arrival of the Wenjie M7, more people will experience the new smart travel experience brought by AITO."
It is said that after the new car started pre-sale, the AITO APP was once available. There was an outage, and pre-sale orders exceeded 20,000 units within 4 hours. The last model that Huawei cooperated with Xiaokang Group, the Wenjie M5, also completed the delivery of 7,021 units in the past June.
The AITO Wenjie M7 launched this time has several major selling points that attract quite a lot of attention.
Image source: AITO
As a large SUV, there must be enough space. Different from the past, when talking about the interior space of a car, one must talk about the length and wheelbase. Wenjie M7 introduces the concept of "shared area", saying that "using less 'shared' space leaves more space for users and redefines the six-seat big space". The way to achieve this is to use the original six-in-one range extender powertrain to expand the forward space of the passenger compartment, making the longitudinal length reach 2605mm, and the space conversion rate reaches 92.4%.
In terms of intelligence, the introduction of mobile phone ecology is a major highlight. The HarmonyOS smart cockpit has evolved again. The new super desktop function allows mobile applications to be directly connected to the Wenjie M7 car. Users can operate mobile applications through the large screen. The software interface will adapt to the screen, making it convenient to use the large screen to edit WeChat documents or use in-vehicle Camera shoots mobile phone Vlog. "The HarmonyOS smart cockpit is the best smart cockpit in the world, bar none." Yu Chengdong praised its smart cockpit products at the new product launch conference. Unfortunately, the ADS high-end autonomous driving that Huawei is proud of does not appear in the configuration of this model.
This has also been interpreted by some netizens and industry insiders as Huawei’s “killer move” to end its car-making career.
Although the Wenjie M7 is an SUV, officials say it is more comfortable than an MPV. For example, the rear seat backrest supports six levels of adjustment up to 33 degrees, and is equipped with independent audio, air-conditioning outlets, lighting and other configurations. The industry's first commercial AITO zero-gravity seat adopts a zero-pressure sensing ergonomic design to create a seat back cushion with ultra-even pressure distribution, which can more effectively relieve physical and mental stress and fatigue than a flat-lying seat.
With the support of Huawei Concept, its partner Xiaokang Group now has a market value of 100 billion yuan - as of the close of trading on July 7, the latest market value of Xiaokang Group has reached 110.6 billion yuan. This 36-year-old established car company has never been so prosperous.
In this context, losing your "soul" may not be too difficult to accept.
The pain of the “old man”?
However, the popularity of the Wenjie M7 has once again stung the owners of the Huawei Smart Selection SF5.
A year ago, car owners who paid for the Cyrus Huawei Smart Select SF5 because of the Huawei concept are now shouting "abandoned". "Our SF5 owners only want to upgrade their old cars, and paid upgrades are also acceptable." An SF5 owner told China News Weekly that the model he purchased for 250,000 yuan was on the second-hand car market just one year later. It’s only worth 130,000 yuan. "If I had known that SF5 would be abandoned by Huawei so quickly, I would not have chosen this model in the first place."
In April 2021, SF5 had great success when it was first launched. According to information at that time, orders for the SF5 exceeded 3,000 units within two days of opening reservations. However, according to data from the Passenger Car Association, from April to November 2021, sales of Cyrus SF5 were 129, 204, 1,097, 507, 715, 1,117, 1,926, and 1,385 respectively, for a total of 7,080 vehicles .
In December 2021, after the first Huawei "Hongmeng" car-"AITO Wenjie M5" was officially released, the Cyrus SF5 has moved towards "de facto discontinuation of production." It is said that half a month after the release of AITO Wenjie M5, the number of orders nationwide has exceeded 7,000 units. This also makes SF5 even more meaningless.
Also in an embarrassing situation is the new HI version of Jifox Alpha S.
A year ago, this model won a sensation on the Internet with its high-precision driverless road test video before the Shanghai Auto Show, but the mass production delivery date has been delayed for nearly a year. Recently, when answering questions from investors, BAIC Blue Valley said, "The new HI version of the Polar Fox Alpha S has been launched. The products are currently being delivered and related work is being carried out as planned." According to current information, this model may start delivery to full-model and large-scale customers in July, and will be the first to launch high-end intelligent driving functions in urban areas, highways, parking, etc. in August.
But this popular model has lost its popularity now. The mass production of the model is too slow, which has wiped out most of the market enthusiasm. It also caused the new HI version of Jifox Alpha S, which was the first to receive Huawei's dividends, to miss market opportunities.
Comparative Wenjie M7 is currently in full swing. Whether it is an owner of the SF5 or other models that once featured Huawei concepts, they will inevitably have the illusion of being "relegated to the sidelines".
goes one step further?
Since the beginning of this year, AITO has launched two models one after another, which is very fast for automobile manufacturing.
Huawei’s frequent actions in the automotive industry have led people to speculate whether the automotive business will become the next fulcrum of Huawei’s business. According to data released by Omdia, Huawei's mobile phone shipments in 2021 have dropped to 35 million units, a decrease of 81.6% from 2020, while its global market share has dropped from 15% in 2020 to about 3% in 2021.
Smart cars are regarded as the current hot spot, which is not difficult to see from the popularity of cross-border car manufacturing in recent years.
In 2021, as the leading brand in the mobile phone industry, Lei Jun personally leads the Xiaomi official announcement of building a car. But there are also huge uncertainties in building cars, and a number of entrepreneurs have already "fell in front of the cars they built." Luo Yonghao also hesitated whether to build a car when he re-entered the entrepreneurial trend, but in the end he chose AR, which was commented by many netizens as "escaping a bullet."
At an automobile forum on July 7, Yu Chengdong said that Huawei invested a lot in automobiles, spending more than one billion U.S. dollars a year, and it is currently Huawei’s only loss-making business.
But on the automotive track, Huawei is still ambitious. At the
press conference, Yu Chengdong mentioned during the introduction of the product that Thalys' new Phoenix factory is about to start delivery. After delivery, the annual production capacity of the two Thalys factories will exceed 300,000 vehicles. At the beginning of this year, Yu Chengdong said that in 2022, Huawei plans to use a thousand stores to sell cars by the end of the year. Assuming that each store can sell 30 cars per month, monthly sales can reach 30,000. This year, Huawei The sales target of 300,000 vehicles can be achieved.
At the same time, according to the research report of Capital Securities, the market will usher in the delivery of a number of models with deep cooperation with Huawei this year, including the Inquiry M5, Jifox Alpha S HI Edition, Inquiry M7, Avita 11, etc., at the same time, Huawei's hicar vehicle system has supported more than 150 models.
From a product perspective, the AITO brand Wenjie M5 and Wenjie M7 are currently the closest to Huawei’s “sons”, and the boundaries of Huawei’s car manufacturing are becoming increasingly blurred.
After the launch of Wenjie M7, more and more people are talking about whether Huawei will personally build cars. After all, Huawei's commitment not to build cars will expire next year. In April last year, Su Qing, the former president of Huawei's intelligent driving product line, said that the introduction cycle of ADS in new cars will take at least 24 months; the average development time of a single model by traditional OEMs is 2-3 years. Judging from this cycle, Huawei's statement that it will not build cars for three years may have deeper considerations.
But consumers can’t wait. On e-commerce platforms, rebranding kits are readily available. Many consumers who bought Huawei concept cars have already “manually” replaced them with Huawei car logos. Under such public expectations, Huawei may usher in the day when it builds cars. ( China News Weekly )
3, the wind direction suddenly changed! Please ask customers to place orders to fill the foundry capacity?
A survey by TrendForce, a market research organization, pointed out that with the recent inventory adjustment of many peripheral components, wafer foundries have seen a wave of order cuts. In the second half of the year, utilization rate has officially declined, and the 8-inch wafer process node has declined. The most obvious. estimates that the overall 8-inch factory capacity utilization rate will fall between 90% and 95% in the second half of the year. Some wafer foundries with high consumer products may face a battle to defend the 90% capacity utilization rate.
The industry also pointed out that the wafer foundry business was in short supply last year, and customers had to come to ask for production capacity. Now the trend has changed, and the wafer foundry business needs to rely on customers to place orders to fill production capacity!
The semiconductor industry stated that most of the production capacity of wafer foundries this year has been signed with customers under long-term contracts. They have also maintained prices higher than last year and charged a certain percentage of deposits. Customers who have signed long-term contracts may have to face deposits if they cancel orders. Risk of confiscation. Based on the current market conditions, wafer foundries including TSMC, United Microelectronics , Power Semiconductor Manufacturing Co., Ltd., MoSilicon, Hanlei and other foundries can continue to grow in the third quarter. The fourth quarter will be more challenging, but the whole year is still better than last year. .
Market research agency TrendForce released its latest survey report today, pointing out that the first wave of order revisions for wafer foundries came from large-size panel driver ICs and integrated touch driver panel ICs. The mainstream processes of the two are 0.1X micron and 55nm respectively. The recent wave of order cuts and the expansion of power management ICs, image sensors, some microcontrollers, and system single chips have caused the capacity utilization rate of wafer foundries to begin to decline. Among them, the capacity utilization rate of 8-inch wafer fabs has declined most significantly.
TrendForce said that in addition to the continued downward revision of panel driver IC demand in the second half of the year, peripheral components such as smartphones, PCs, and TVs have also begun to adjust inventory. The wafer foundry client has also adjusted its production plan, and the order cutting phenomenon has occurred simultaneously in the 8-inch and 12-inch factories, the process has been extended to 40/28nm, and even the advanced 7/6nm process is not immune.
TrendForce believes that although wafer foundries still have demand support for servers, automobiles, industrial control, etc., it is still difficult to fully make up for the gap in order cuts for consumer and other products, causing the capacity utilization rate of some 8-inch factories to begin to decline. It is estimated that the overall 8-inch fab capacity utilization rate in the second half of the year will drop to 90%-95% from being fully loaded in the first half. Some wafer foundries that manufacture consumer applications may have to face a capacity utilization rate of 90%. Defense War; The 12-inch factory's advanced process 7/6 nanometer capacity utilization rate will drop slightly to 95%-99%, while 5/4 nanometer will still remain fully loaded.
Looking forward to 2023, TrendForce believes that after nearly two and a half years of chip shortages, the cooling of consumer products will loosen the utilization rate of wafer foundries in the short term, but other applications that have suffered from the difficulty of finding wafers in the past will Resources can be reallocated at this time.
TrendForce pointed out that related applications such as 5G smartphones and electric vehicles penetration rate is increasing year by year, infrastructure such as 5G base stations, automation of security measures in various countries, and server demand for cloud services and other stocking momentum will continue to support the approximate utilization rate of wafer foundries. maintained at over 90% level.
However, TrendForce believes that some companies that mainly produce consumer products may face a situation where the utilization rate drops below 90%. At this time, they need to rely on the wafer foundry's own diversified layout and resource allocation for product applications in order to survive. Through the component inventory adjustment crisis caused by global high inflation.(Chip Vision)
4, the overall chip delivery time has dropped by 1 day, and the shortage problem has slightly eased.
According to cnBeta reports, on July 7, the latest research released on Wednesday local time showed that the global average chip delivery time in June this year was relatively low. One day down in May, chip supply issues eased slightly. Research from the market analysis agency Susquehanna International Group (Susquehanna Financial Group) shows that the average global chip delivery time in June this year was 27 weeks, compared with the average chip delivery time in May of 27.1 weeks.
Automakers and other industries have been experiencing a chip shortage for more than a year, which means the chip delivery problems that have plagued the industry have eased slightly.
Lead time refers to the time interval between ordering a semiconductor and delivering it, and is also a major indicator of concern in the industry. The average global chip delivery time in April this year was also 27 weeks.
Heiner International analyst Chris Rolland said in a research note on Wednesday: "There are some signs that supply chain issues have eased and price increases have slowed, but other factors remain."
"Among the major companies we track, none of the companies have hit record highs in chip lead times, which may be another sign of 'lead times peaking.'"
Haina International said that major data or forecast data show that, Chip delivery times for some major companies have declined for the second consecutive month, with some companies experiencing declines of as much as 45%. The chip types that have the largest reduction in delivery time are microcontroller components, power management chips and memory chips.
research reports that field programmable gate array (FPGA) lead times "remain the longest at the 52-week lead time cap and may be the most constrained segment of the entire ecosystem." Haina International added that the shortage of FPGA will affect network, optical and telecommunications equipment. The bottleneck caused by
chip supply has had a negative impact on companies in various industries such as Toyota Motor and Apple . Unable to obtain enough chips to meet demand for their products, these companies have lost billions of dollars in revenue.
Citibank analysts this week predicted that chip sales will grow by 13% in 2022. But they warned that risks remained due to downturns in the PC and smartphone markets and expectations of a global recession. (Core Headlines)
5, Russia launches SSD using self-developed main control chip, with speed up to 1.5GB/s
Russian supplier Kraftway demonstrated at Innoprom 2022 the company’s latest ASIC v1 and ASIC v2 SSD. This is a PCIe 4.0 master.
Kraftway said that K1942VK018 is a product of TSMC’s 28nm HPC+ manufacturing process and has 8 memory channels. Additionally, ONFI 4.0, soft LDPC decoding, RAID, monitoring and power management are supported. The K1942VK018 reportedly consumes between 2 and 4 watts and can power a variety of SSDs, including half-height/half-length (HHHL) add-in cards, M.2, and enterprise and data center SSD form factor (EDSFF) form factors .
Kraftway ASIC v2 features HHHL demonstration and can accommodate 3D MLC, TLC and QLC NAND. The company has verified chips from Kioxia (formerly Toshiba Memory), Micron 3 and Yangtze Memory 3 (Yangtze Memory Technology Co., Ltd.). Additionally, ASIC v2 exclusively uses Russian GS Nanotech memory made from Micron and Kioxia NAND. The SSD uses PCIe 4.0 x4 interface and has a capacity of up to 16TB. Sequential read and write performance exceeds 1,500MBps, and random read and write speeds exceed 200,000 IOPS and 150,000 IOPS respectively. In its demonstration, ASIC V2 achieved sequential read and write data speeds of up to 971.32 MBps and 476.65 MBps.
Kraftway ASIC v1, on the other hand, focuses on data security features and can accommodate 2D and 3D MLC or pMLC NAND.M.2 drives are limited to PCIe 2.0 x4 connections and have a maximum capacity of 2TB. The vendor rates the ASIC v1 at sequential read and write speeds of 830 MBps and 680 MBps, respectively. Random performance scales to 55,000 IOPS writes and 65,000 IOPS reads.
Kraftway did not reveal the price of the new pair of SSDs. However, the manufacturer did confirm that the drive has been shipped in systems powered by Elbrus (Russian in-house microprocessor). Kraftway aims to begin mass production of its SSD controllers in 2023. (EETOP)
6. Samsung’s suspension of purchasing goods has a great impact on Korean PCB factories.
Samsung Group recently announced that it will suspend external procurement before the end of July, including all suppliers of panels, ICs, mobile phone components, etc., and will suspend purchasing goods and time from now on. By the end of July, market discussions arose. In this regard, the Taiwan Circuit Board Association (TPCA) analyzed that according to Samsung's supply chain list, Samsung's suspension of shipments will have little impact on Taiwan's PCB industry.
The industry also said that Samsung’s suspension of sales will have a greater impact on Korean PCB factories. At the same time, the biggest impact will be on TV-related photovoltaic panels, while the impact on mobile phones will be relatively limited.
According to the 2021 version of the supply chain list released by Samsung Group, the relevant information is a complete list of the top 100 suppliers. Representatives of Taiwanese manufacturers include 2 PCB manufacturers Jianding (3044), Zhichao (8213) and 4 other non-PCB manufacturers. The number of six operators, including Taiwanese factories, was the same as in the previous year.
South Korean suppliers account for 40% of the total number of Samsung Electro-Mechanics , SI FLEX, and Daeduck Group, followed by the number of Japanese and American entrepreneurs, reflecting that Samsung Group relies most on local South Korean companies, followed by Japanese companies. 22 companies, most of which are major chemical materials and semiconductor suppliers.
TPCA also analyzed that Samsung’s suspension of sales this time has little impact on Taiwan’s PCB industry, but it does reflect the unoptimistic view of major brand manufacturers on the end market. However, it is now the preparation period for new consumer products from Apple, another major customer. Various industry players are looking forward to the shipment of new iPhones in the third quarter to boost operating performance, and also regard it as an indicator of confidence in the end market in the second half of the year. (Economic Daily)
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