Daily market express
Nvidia Second fiscal second quarter revenue of US$6.5 billion, net profit increased by 282% year-on-year
In the early morning of August 19, Nvidia announced the company's second quarter financial report today. The report shows that Nvidia 's revenue in the second quarter was 6.507 billion , an increase of 68% compared with US$3.866 billion in the same period last year, and an increase of 15% compared with US$5.661 billion in the previous quarter; net profit was US$2.374 billion, an increase of 282% compared with US$622 million in the same period last year, and an increase of 24% compared with US$1.912 billion in the previous quarter; net profit of without US General Accounting Standards was US$2.623 billion, an increase of 92% compared with US$1.366 billion in the same period last year, and an increase of 13% compared with US$2.313 billion in the previous quarter.
Sun and Moonlight orders are coming in. The next year,
According to Taiwan media reports, the epidemic in Malaysia spreads, and it is reported that the local sting semiconductor production line such as slash was damaged. I urgently asked the leading slamming leader Sun and Moonlight for help. Sun and Moonlight rushed in, production capacity burst, and the traditional peak season of this season was strong.
Sun and Moonlight never comment on orders and peers. Sun and Moonlight emphasized that customers' demand for closed-end orders is stronger than expected, and the momentum will continue until 2022. It is optimistic that revenue and interest rates will increase quarter by quarter in the second half of this year. The annual rate of profit is expected to exceed the target high standard of 2.5 to 3 percentage points, and operations will also be better than the seasonal level in the first quarter of next year.
legal person pointed out that the recent closed-end production capacity is seriously tight. Sun and Moonlight not only canceled the 3% to 5% price discount for customers this season, but also increased the price by 5% to 10%. The recent severe epidemic in Malaysia has been in a serious manner, and the local packaging and testing capacity of many semiconductor/integrated component factories has not been able to operate smoothly, making the packaging and testing capacity even more affordable. As the industry leader, Sun and Moonlight has benefited the most.
Bloomberg : Chip shortage shows signs of easing PC demand is cooling
Bloomberg information columnist Tae Kim pointed out that after the outbreak of the new crown epidemic, the surge in demand for consumer electronics has led to a continued shortage of chips, but recently some signs show that the chip shortage may finally begin to ease. The director of
memory chip maker Micron said last week that demand for personal computers (PCs) is slowing and some customers already have more unused chips. Morgan Stanley (Morgan Stanley) also released a report titled "The Cold Winter is Coming", downgrading the investment ratings of several chip stocks. Morgan Stanley analysts pointed out that PC inventory is increasing, and the smartphone market may also experience a similar market situation turning bad.
research organization IDC pointed out that global PC shipments grew by 13% in the second quarter, lower than Evercore ISI's forecast of 18% and far lower than the growth of 55% in the first quarter. The financial forecast released by wireless router maker Netgear last month also disappointed investors, and said that the sales of consumer networking business are not as good as expected
. However, Jin Tai said that it is still too early to declare the chip shortage to end now. The Delta COVID-19 variant virus and the long-term effectiveness of the COVID-19 vaccine have increased the difficulty of predicting the prospects. Some chip analysts believe that the current weak demand is mainly due to seasonal factors, and sales will rebound to next year.
Global Foundries intends to expand its factory in Germany to grab official subsidies
According to foreign media reports, Global Foundries intends to expand its factory in Dresden, Germany, and strive for official subsidies. Industry insiders pointed out that GF has the leading production capacity in Dresden and is familiar with the local official operation and environment. If GF expands its factory with local experience and applies for official subsidies, it will have an advantage over other manufacturers and will trigger a battle with TSMC (2330), Intel and other major manufacturers that are interested in entering Germany to set up factories in Germany for 10 billion euros subsidy funds.
For related news, TSMC reiterated yesterday (18th) that the investment in Germany's factory establishment is still in a very early stage.
According to the official German plan, the existing 5 billion euro subsidy plan for the semiconductor industry is being assessed to double. At the same time, in conjunction with the Important Plan for Common Interests of Europe (IPCEI), the total investment of 50 billion euros is 40% from each country's investment, which is converted to nearly 20 billion euros to enhance the competitiveness of the semiconductor industry.
LG deepens cooperation with Apple to expand the OLED supply for iPad and iPhone
3August 18th morning news, it is reported that LG is strengthening its cooperative relationship with Apple , because the company's subsidiary is supplying more and more parts to Apple . LGDisplay is expanding production facilities for small and medium-sized OLEDs for apple smart devices as planned.
As LG's display manufacturing department, LGDisplay recently submitted a regulatory document. The document mentioned that the company plans to invest 3.3 trillion won by 2024 to produce small and medium-sized OLED parts in it.
Additional investment plans to expand LGDisplay's small OLED capacity from the current 30,000 to 60,000 per month.
LG declined to comment on customer matters. But some sources revealed that the smaller display panels produced here will be used for the next generation of iPads and iPhones of Apple , because Apple is using OLED screens for more and more devices.
In terms of smaller OLED, LG has lagged behind Samsung . LG's advantage lies in its large OLED on the TV side. LGDisplay is also the only display manufacturer that can mass-produce large OLED TVs.
Xiaomi Yangtze River Industry Fund invested in MEMS sensor manufacturer Suzhou Minglu
3 Tianyancha App shows that on August 16, Suzhou Minglu Sensing Technology Co., Ltd. underwent industrial and commercial changes, and new shareholders Hubei Xiaomi Yangtze River Industry Fund Partnership, etc. At the same time, the registered capital of the enterprise increased from approximately RMB 64.4364 million to approximately RMB 370.8519 million .
On May 19, Suzhou Gutech announced that the company and its shareholders, Suzhou Mingyuan, Xiaomi Yangtze River Industrial Fund, Fenhu Qinhe, Shaoxing Investment and other shareholders of Suzhou Mingyuan jointly signed the "Suzhou Mingyuan Sensing Technology Co., Ltd. Capital Increase Agreement". According to the agreement, Xiaomi Yangtze Industry Fund, Fenhu Qinhe and Shaoxing Investment invested a total of RMB 65 million in the form of capital increase to subscribe to Suzhou Mingyuan's new registered capital of RMB 6.4155 million, and the remaining RMB 58.5845 million was included in Suzhou Mingyuan's capital reserve fund.
information shows that Suzhou Mingyuan was established in September 2011 and was jointly invested and established by well-known management and technical teams at home and abroad and Suzhou Gutech. It is mainly engaged in the research and development, design and production of MEMS sensors, and provides related technical services. The main products are: acceleration sensor, gyroscope , pressure sensor and magnetic sensor, aiming to provide the required products and integration solutions for consumer electronics, automotive electronics, industrial automation and aviation fields.
Full orders + high capacity utilization rate, China Resources Micro net profit in the first half of the year reached 1 billion
On the evening of August 18, China Resources Micro released its 2021 semi-annual report. According to the report, in the first half of 2021, the company achieved operating income of 445,48693 million , an increase of 45.43% over the same period last year; and achieved net profit attributable to shareholders of listed companies of 106,76190 million , an increase of 164.86% over the same period last year. In the
report, China Resources Micro pointed out that the company is a leading semiconductor company in China that mainly operates in the IDM model. It has integrated business capabilities in the entire industry chain such as chip design, wafer manufacturing, packaging and testing. The products focus on the fields of power semiconductors, intelligent sensor and intelligent control.
Regarding the reasons for performance growth, China Resources Micro said that it is mainly due to the high market prosperity, the company accepts a relatively full order, the overall capacity utilization rate is high, and the operating income of the company's various business groups has increased.
2.2 billion Geke Semiconductor 12-inch CIS project was topped, and the first phase was put into production next year to use
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Gekewei is committed to the design, research and development and sales of CMOS image sensor chips and display driver chips. In 2020, Gekewei ranked first with 32.04 billion shipments, accounting for 29.7% of the global CMOS image sensor market. The
Geke Semiconductor Project was officially signed in March 2020 and officially started construction in November of the same year. It is planned to realize equipment moving in within the year.
Shanghai Lingang Industrial Zone News shows that Geke Semiconductor plans to invest US$2.2 billion to build a 12-inch CIS integrated circuit special process production line with an annual output of 720,000 pieces in Lingang . The first phase is scheduled to be put into production and use in 2022. The establishment of this production line will mark the successful transformation of Geke Micro towards the Fablite model integrating design, R&D, manufacturing and testing.
Korean media: ASEAN is replacing China as the global supply chain center
According to BusinessKorea, global investment in ASEAN and China increased by 30.4% and 10.4% respectively during the above periods compared with 2011-2015. In 2017, global direct investment in ASEAN countries accounted for 9.4% of the global total, and the proportion increased to 11.8% in 2019, while China's proportion was 8.3% and 9.2% respectively. "
Take South Korea as an example. In 2014, South Korea's direct investment in ASEAN accounted for 16.2% of its total foreign direct investment, which increased to 17.3% in 2019 and reached 20.3% in 2020; South Korea's direct investment in China fell from 12.9% to 10.3%, and 9.2% in 2020.
Korea Industry Federation said that at present, ASEAN's position in Asian intermediate product trade is almost the same as China. As of 2019, China accounted for 31.2% of the total trade volume in Asia, and the proportion of the six ASEAN member states (Philippines , Indonesia , Vietnam, Thailand, Singapore and Malaysia) reached 30.8%.
Chuanguo plans to reduce the price of standard MLCC in Greater China Amplitude modulation is about 10%
According to Taiwan media reports, After rumored that the passive component manufacturer Guoju will lower the chip resistance price of dealers in Greater China from September 1, foreign legal persons speculated that Guoju may lower the price of standard laminated ceramic capacitor (MLCC) for dealers in Greater China within the next month to 2 months, with a reduction of about 10%.
Reiterated that it will not comment on market rumors. The company's current order status is stable and its operation is positive.
American foreign legal person reported today (19th) that Guoju will reduce the chip resistance price of dealers in Greater China from September 1, with an average reduction of about 10%. If chip resistance accounts for nearly 20% of Guoju Group's current revenue and about 30% of 30% of 3, the chip resistance that intends to adjust the price this time accounts for only 3.7% to 3.8% of Guoju's overall performance. If the price is reduced, The rough estimate is about 10%, and the impact on Guoju's overall performance is only 0.375%.
legal person also further speculated that in the next month to 2 months, Guoju may further reduce the standard MLCC price of dealers in Greater China, with an average reduction of about 10%.
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