Three minutes to learn about major industry events
1
[Counterpoint: iPhone sales in mainland China increased by more than 30% in the second quarter, Xiaomi fell by 35%]
Recent report released by the survey agency Counterpoint showed that smartphone sales in mainland China fell by 17% year-on-year in the second quarter and rebounded by 9% month-on-month. By brand division, Apple's smartphone iPhone sales increased by 32%, mainly due to the reduction in price of iPhone 11 series products, resulting in an increase in sales; Huawei's sales rose by 14%; Xiaomi's sales fell by 35%; in 5G mobile phone sales, Huawei's market share reached 60%, followed by vivo, OPPO and Xiaomi.
2 [North American semiconductor production equipment manufacturers' sales in June were US$2.32 billion, a month-on-month decline but a significant increase year-on-year]
According to foreign media reports, data disclosed by relevant institutions showed that North American semiconductor production equipment manufacturers' sales in June were still growing year-on-year, but a slight decline from the previous month.
According to data disclosed by the International Semiconductor Industry Association, North American semiconductor production equipment manufacturers' sales in June were US$2.32 billion, slightly lower than US$2.35 billion in April, down nearly 1.3% month-on-month, but higher than US$2.03 billion in the same period last year, a year-on-year increase of 14%.
6 sales were still above US$2 billion, which means that the monthly sales of North American semiconductor production equipment manufacturers have been above US$2 billion for nine consecutive months.
For North American semiconductor production equipment manufacturers' sales in June, Ajit Manocha, CEO and president of the International Semiconductor Industry Association, said that sales in June indicate that North American semiconductor production equipment manufacturing continues to show signs of recovery, and the significant year-on-year growth indicates that fundamentals are still strong and can effectively survive the challenging period.
3 [Indian media: News says Huawei has cut India's revenue target by half, intending to lay off up to 70% of its employees]
According to foreign media reports, many people familiar with the matter revealed that Chinese telecom equipment manufacturer Huawei has cut its revenue target in India by 50% in 2020 and will lay off 60-70% of its employees, but does not include employees of R&D and global service centers.
Previously, New Delhi had banned Indian state-owned operators from purchasing equipment from Chinese companies such as Huawei and ZTE. In addition, India has informally pushed private telecom companies to replace Chinese equipment over time, but does not want to disrupt consumer services.
4 [Chip packaging and testing manufacturers have increased the output of MediaTek's mid-range 5G smartphone processors]
July 27th news, according to foreign media reports, MediaTek, which has launched a number of 5G smartphone processors, has significantly enhanced its presence in the smartphone processor market, and many manufacturers have chosen to use their processors to launch 5G smartphones.
In previous reports, foreign media said that MediaTek has significantly increased TSMC's 5G processor foundry orders to meet market demand. The increase in TSMC's 5G processor foundry orders means that MediaTek's demand for packaging testing will increase. Previously, packaging and testing manufacturers have expanded their production capacity to cope with additional orders from MediaTek.
. Foreign media recently quoted information from industry chain personnel, saying that packaging and testing manufacturers in the chip back-end industry chain have expanded the production of MediaTek's mid-range 5G smartphone processors to meet the needs of related manufacturers.
5 [Gartner: Global public cloud revenue is expected to grow by 6.3% in 2020]
July 27th news, Gartner's latest forecast is that the global public cloud service market will grow by 6.3% in 2020, with a total amount of US$257.9 billion, higher than US$242.7 billion in 2019.
Among them, Desktop as a Service (DaaS) is expected to achieve the most significant growth in 2020, with an increase of up to 95.4%, reaching US$1.2 billion. Software as a Service (SaaS) remains the largest segment, which is expected to grow to $104.8 billion in 2020.
6 [TSMC received a large order for Intel 6nm chips]
According to the Taiwan Business Times, Intel and TSMC reached an agreement to book TSMC 180,000 6nm chips next year. AMD has increased its orders for 7/7+ nanochips to 200,000 pieces, and is expected to become TSMC's largest customer next year. Thanks to orders from Intel and AMD, TSMC's advanced process production capacity will remain full in the first half of 2021.In addition, according to Taiwan Economic Daily, Apple has set up a special zone in TSMC's Longtan factory to develop advanced display technology.
7 [SAP plans to list its subsidiary Qualtrics through US IPO]
According to foreign media reports, European technology company and German software supplier SAP SE will sell part of its shares in its online survey and cloud service software subsidiary Qualtrics by issuing shares in the US market.
SAP said in a statement on Sunday local time that SAP will retain a majority stake in Qualtrics while giving the company greater autonomy to its business under the leadership of existing company executives including founder Ryan Smith. After listing in the United States, Smith will become Qualtrics' largest individual shareholder.
8 [Foreign media: Tesla plans to produce automotive batteries in Berlin, but lacks the talents needed]
According to foreign media reports, electric vehicle maker Tesla will produce batteries in Berlin to meet the needs of its Berlin super factory, but lacks the talents needed.
Tesla's Berlin Super Factory is the company's fourth super factory, the other three are the Super Factory in Shanghai, the Super Battery Factory in Nevada, and the Super Factory in Buffalo, New York. The plant plans to start producing electric vehicles from the summer of 2021 and will achieve its goal of producing 500,000 vehicles per year as soon as possible.
During the second quarter earnings call last Friday, Tesla CEO Elon Musk revealed that the company will produce batteries in Berlin to meet the needs of its Berlin Gigafactory. Drew Baglino, senior vice president of Tesla's powertrain and energy engineering, released details on the delay in producing batteries in Germany and suggested it was related to the lack of available talent.
9 [EU says European companies can replace Huawei in 5G networks]
According to foreign media reports, the European Commission recently stated that if Chinese company Huawei is excluded from network construction due to security reasons, European companies Nokia and Ericsson can provide the EU with everything they need to deploy 5G technology facilities.
A European official who asked not to be named said there are three companies that can provide complete solutions for 5G, namely Nokia, Sweden's Ericsson and China's Huawei. Other companies, including South Korea’s Samsung and China’s ZTE, have provided solutions “for some networks”, the official said. The European Commission said that for Europe, security must be top priority.
10 [Bitcoin exceeded $10,000 for the first time since early June]
After weeks of narrow trading, Bitcoin broke through the $10,000 mark last Sunday, the first time since early June.
In addition to the price being hit by the economic impact of the outbreak, this virtual currency experienced the third so-called "halving" on May 11, cutting the reward for "mining" Bitcoiners from S$12.5 to S$6.25.
"halving" affects the supply side of Bitcoin and increases the time it takes for miners to find a guaranteed capital point.
11 [Japan Mitsubishi Motors expects operating losses of 140 billion yen this fiscal year]
Japan's Mitsubishi Motors said yesterday that it expects operating losses of 140 billion yen this fiscal year and will also stop production of the sports SUV Pajer in the first half of next year, and at the same time close the factories producing the model in central Japan as part of the restructuring plan. The company earlier said that its operating losses reached 53.3 billion yen in the first quarter, and car sales fell by more than half year-on-year.
12 [China Association of Automobile Manufacturers: The profit of the automobile manufacturing industry fell by more than 20% year-on-year in the first half of 2020]
According to the latest data released by the National Bureau of Statistics compiled by the China Association of Automobile Manufacturers, from January to June 2020, the automobile manufacturing industry achieved a profit of 190.42 billion yuan, a year-on-year decrease of 20.7%, a decrease of 12.8 percentage points from January to May, and a narrowing of 4.2 percentage points from the same period last year, accounting for 7.6% of the total profits of industrial enterprises above designated size, 1.1 percentage points higher than in January to May, but it is still lower than the same period.
END
