Source: WeChat official account Semiconductor things (ID: IC-008)
Xinwen Speed Reading
1. Baidu launched the first domestic commercial grade unmanned bus - "Apollon"
2. Allegro MicroSystems, LLCh released a new fully integrated precision current sensor ICh
3. Unigroup Guoxin: DDR4 DRAM is launched within the year, and the trade war will help the domesticization process
4.XP Power launched AC-DC power supply, power up to 350W
5. It monopolizes the Apple A12 processor , TSMC InFO packaging and testing capacity has increased by 1 times
6. MediaTek 12 nanometer new chip Q2 mass production, Xiaomi and vivo are the first customers
7. New high-risk security vulnerabilities, Intel2nd, 46th generation Core CPUs are both affected
8. Global semiconductor OSD sales have increased 11%
9. New research shows , the impact of electric vehicles on the environment in the future can be reduced by 30%-70% compared to now
10. Breaking the foreign monopoly situation, Huaxing Optoelectronics and Hehui Optoelectronics compete for the AMOLED 100 billion market
Original dynamics
1. Baidu launched the first domestic commercial grade driverless bus - "Apollon"
Recently, the country issued a test license for driverless cars without steering wheels for the first time, which means that driverless cars have officially driven from laboratories and closed parks to open roads.
It is reported that the first domestic commercial-grade driverless bus, "Apollon", produced by Baidu and Jinlong Bus, was also the first to conduct on-road testing at the Pingtan driverless car test base. According to Chen Weiqiang, deputy director of Jinlong Bus Engineering Research Institute, "Apollon" has subverted the traditional car concept in design and has newly built a new form of electrification, electronicization and intelligence. It is the first prototype car in the country without a steering wheel, no accelerator, and no brake pedals. It is equipped with sensors such as lidar and ultrasonic radar in front and back, so it will not "stop" like a human. It can continuously monitor road conditions and surrounding objects, and has the ability to judge traffic flow, identify street signs, and avoid obstacles.
2. Allegro MicroSystems, LLC releases a new fully integrated precision current sensor IC
Allegro MicroSystems, LLC announces the launch of the new current sensor series IC ACS772/73, which can provide economical and accurate solutions for AC or DC current detection.
new product has a bandwidth of 200 kHz, making it ideal for applications such as motor control, load detection and management, power supply and DC-DC converter control, and inverter control. The ACS772/73 has a response time of 2.5μs, enabling overcurrent fault detection in safety-critical applications. This series of sensors can be applied in the automotive and industrial fields, with an accuracy of ±2.1% throughout its life cycle. The two current sensor ICs are powered by a single supply of 5V (ACS772) and 3.3V (ACS773) respectively.
3. Unigroup Guoxin: DDR4 DRAM is listed within the year, and the trade war will help the localization process
Unigroup Guoxin responded to investors' questions on the Panoramic Network Investor Interactive Platform last Friday that the company's DDR4 chip is still under development and optimization, and will be gradually introduced to the market within the year, and it will take a certain amount of time to reach large-scale sales.
Unigroup Guoxin introduced that except for a small part of the company's quartz crystal products, a small part of the company's other businesses have no business dealings with the United States. The sales revenue and profit proportion of products exported to the United States are very small, and this trade war currently does not have a direct impact on the company. From another perspective, the company said that it will help promote the localization process of products and bring more opportunities to the company's development.
4.XP Power launches AC-DC power supply with a power of up to 350W
XP Power officially announced the launch of the SMP350 series of rugged housing board-type AC-DC power supply, which has a power of up to 350 W and is widely used in industrial, technical and medical fields.
SMP350 series built-in fan cooling, can be easily installed with screw terminal connection and low electromagnetic radiation, and is easy to install into terminal equipment, thereby reducing R&D and production costs and shortening the time for product launch. Sizes 3.6 x 7 x 1.7 inches, the series has a closed housing with a power density of 13W/cubic inches, making it an ultra-compact, high efficiency and low noise product.
5. Its Apple's A12 processor has been monopolized, and TSMC InFO packaging and testing capacity has been expanded by 1 times
TSMC decided to simultaneously expand the production capacity of the rear-end fan-out packaging (InFO) in response to Apple's new generation processor process to 7 nanometers, and the production capacity will be doubled.
TSMC's supply chain has reported that TSMC has recently purchased equipment for later-stage packaging machines and is expected to increase the monthly production capacity of Longtan plant from 100,000 to 130,000 pieces. TSMC's expansion of advanced packaging in the later stage has also extended from Longtan to Zhongke. It is currently adding a new InFO plant next to the former TSMC solar plant next to the 15th factory in the mass production 10-nanometer town. The overall production capacity is expected to double. The land use of Longtan Phase II is expected to be a new choice for TSMC to expand its factory in the future.
6. MediaTek's new 12-nanometer chip Q2 is mass-produced. Xiaomi and vivo are the first-time customers
MediaTek's new mid-range mobile phone chips are ready and are expected to adopt TSMC's 12-nanometer process. It is rumored that the first-time customers will be Xiaomi and vivo. The mass production time is expected to be the second quarter of this year, and the volume of shipments will begin in the second half of the year.
Industry inferred that Xiaomi decided to expand the adoption of MediaTek mobile phone chips this year. In addition to factors such as cost-effectiveness, another major reason is that Zhu Shangzu is at the center to connect with Xiaomi and MediaTek. Although Zhu Shangzu is now a partner of Xiaomi Industrial Investment Department, he still has professional knowledge about mobile phones. Therefore, being able to provide advice at internal meetings has also become one of the reasons why Xiaomi favors MediaTek mobile phone chips.
7. New high-risk security vulnerability, Intel's second, fourth and sixth generation Core CPUs are affected
Four researchers from four universities in the United States jointly discovered that there is a high-risk security vulnerability in modern CPUs, which has been successfully verified on the Intel Sandy Bridge's second-generation Core, Haswell's fourth-generation Core, and Skylake's sixth-generation Core platforms, and the AMD platform is also under test.
This vulnerability is named "BranchScope", which is somewhat similar to the second variant of the Spectre ghost vulnerability that has caused trouble in the city. It also uses branch prediction functions in modern CPUs.
market trend
8. Global semiconductor OSD sales grew by 11%
Research institution IC Insights released a report on March 29 saying that, as three segments of the semiconductor industry, optoelectronic devices, sensors, and discrete devices (collectively referred to as "OSD"), a global sales volume of US$75.3 billion in 2017, an increase of 11% year-on-year, the year with the highest sales growth rate since 2010.
report believes that the growth of the three OSD segments will slow down in 2018, with overall sales growth rate of 8%, of which optoelectronic devices grow by 8%, sensors grow by 10%, and discrete devices grow by 5%. In the next five years, driven by strong demand for communication upgrades, image recognition, intelligent control systems, Internet of Things devices, etc., total OSD sales will reach US$102.3 billion in 2022, optoelectronic device sales will grow to US$52.4 billion at an annual compound growth rate of 7.3% in 2017, sensors will grow to US$21.2 billion at an annual compound growth rate of 8.9%, and discrete devices will rise to US$28.7 billion at an average annual rate of 3.1%.
9. New research shows that the impact of electric vehicles on the environment in the future can be reduced by 30%-70% compared to now
Recently, the Paul Sher Institute (PSI), the University of Leiden, the Netherlands, and the Dutch Environmental Assessment Agency (PBL) jointly used Monte Carlo and global sensitivity analysis technology to quantify the impact of electric vehicles on the environment in the future.
In this study, they used a life cycle assessment LCA modeling framework to quantify the impact of uncertain input parameters and critical life cycle inventory on electric vehicles in 2017 and 2040. Research shows that the environmental impact of electric vehicles on the future can be reduced by about 20% compared to current cars based solely on technological improvements. However, considering future improvements in the power industry, these improvements can be increased by 30-70%.
10. Breaking the foreign monopoly, Huaxing Optoelectronics and Hehui Optoelectronics compete for the AMOLED market with a 100 billion
AMOLED display has much lower power consumption compared to LCDs. Therefore, it is widely used in wearable devices, and has accounted for 60% of wearable device panels, and is expected to become the standard configuration for wearable devices.
Huaxing Optoelectronics and Hehui Optoelectronics have successively announced that they have invested hundreds of billions of yuan to build production lines. In 2017, the 6th generation of flexible LTPS-AMOLED display panel production line (referred to as the t4 project) of Huaxing Optoelectronics was officially started in Wuhan Optics Valley . The total investment of the t4 project is 35 billion yuan. It is the first 6th generation flexible LTPS-AMOLED display panel production line in China that focuses on folding displays. The average annual sales will exceed 10 billion yuan after reaching production. In addition, the 6th generation AMOLED display project of Hehui Optoelectronics has begun to take shape. The layout of many domestic AMOLED manufacturers will further enhance the global competitiveness of China's semiconductor display industry.
Source: Meike.com, Electronics, Jiwei.com, Xinzhixun, Electronics enthusiasts, Taiwan Economic Daily, Semiconductor Industry Observation, Pacific Computer Network, OFweek Wearable Device Network, China Securities
