ji Five minutes to learn about major industrial events
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[Taipei Kaohsiung Factory is preparing to prepare land this year, and it is expected to mass-produce 7nm / 28nm process in 2024]
9 September news, according to Taiwan's Economic Daily, TSMC announced in November last year that it would set up a factory in Kaohsiung , but construction has not started yet, which has attracted attention from the outside world. TSMC said that the Kaohsiung factory plan remains unchanged and is expected to be groundbreaking this year. We are currently preparing for land preparation. We thank the relevant government units for their assistance.
TSMC Kaohsiung Factory is expected to start mass production in 2024, focusing on 7nm and 28nm processes.
2 [ Samsung continues to rank as the world's largest semiconductor manufacturer, further widening the gap with Intel ]
9 September news, new data from market research company Omdia shows that Samsung Electronics 's semiconductor sales in the second quarter of 2022 once again exceeded Intel, maintaining its leading position in the global semiconductor market for the fourth consecutive quarter. However, the South Korean semiconductor giant may lose its lead in the second half of the year as the memory semiconductor market is shrinking.
data shows that the size of the global semiconductor market in the second quarter of this year is estimated to be US$158.113 billion, a decrease of US$3.111 billion from US$161.24 billion in the first quarter of 2022. Samsung Electronics' semiconductor sales in the second quarter were $20.3 billion, an increase of $145 million from the first quarter ($20.155 billion). Omdia attributes this growth to the ongoing demand for server semiconductors and the growth in system semiconductors (non-memory) sales. Samsung Electronics' market share rose 0.3 percentage points to 12.8% from 12.5%, and its lead with Intel expanded to 3.4 percentage points, compared with 1.4 percentage points in the previous quarter.
3 [ Tesla : In August 2022, mainland China added 40 super charging stations and 168 super charging piles]
Tesla China's latest data shows that in August 2022, 40 super charging stations and 168 super charging piles were added, which have been launched in 25 cities (counties) across the country.
As of now, Tesla has built and opened more than 1,300 super charging stations and more than 9,000 super charging piles in mainland China, and has cooperated with more than 700 destination charging stations and more than 1,800 destination charging piles, covering more than 380 cities and regions.
4 [Due to slowing down IC demand, Taiwan's export orders in August shrank for two consecutive months]
Reuters After investigation, it was found that as global demand cooled, Taiwan's export orders in August may shrink for the second consecutive month, similar to the decline in July. According to the report, the report predicted that Taiwan's export orders in August will fall by 3.7% compared with the same period last year, lowering its original expectation of a 3.4% decline.
htmlExports in July fell unexpectedly, with orders shrinking 1.9% from the same period last year to US$54.26 billion. Taiwan authorities predict that exports in August will fall 0.9% to 3.7% from August 2021. The report pointed out that through export orders from Taiwan, China, we can see the overall situation of high-tech industry and Asian export demand, which is leading Asia's actual exports for 2 to 3 months. It is reported that data on exports from Taiwan in August will be released on Tuesday.5 [ Huawei said it is promoting 5.5G technology, which will cover the fixed and wireless fields]
September 19th news, recently, at the Huawei full connection conference, Huawei's rotating chairman Hu Houkun said that Huawei is currently actively cooperating with industry partners to promote 5.5G technology. This is the next evolution direction of 5G, covering the fixed and wireless fields. He said Huawei's goal is to greatly improve network capacity and ensure a ubiquitous 10Gbps/second rate.
In 2020, Huawei proposed 5.5G, which is the continuous enhancement of 5G capabilities. On the basis of 5G high-speed, low latency and large connection, uplink ultra-broadband, broadband real-time interaction, and converged perception have been added. Dr. Tong Wen, CTO of Huawei Wireless, pointed out that in order to meet the new needs of 5G for new toC services and toB industry applications, 5G will move towards 5.5G to continuously innovate, realize the continuous enhancement of eMBB/URLLC/mMTC and other capabilities. At the same time, revolutionary capabilities such as perception, passive IoT, positioning, and intelligence are added to build a 5.5G network with "downward 10Gbps, upward 1Gbps, 100 billion connection, and endogenous intelligence".
6 [Silicon carbide components produced by Hon Hai Zhuke 6-inch factory are undergoing automotive specification certification and are expected to be mass-produced next year]
According to Taiwan media Economic Daily, the Zhuke 6-inch factory under Hon Hai has produced the first silicon carbide (SiC) component, and is currently undergoing automotive specification certification and is expected to be mass-produced next year.
Hon Hai also announced that the relevant semiconductor layout major breakthroughs will be made in the "Hong Hai Technology Day" on October 18. It is reported that Hon Hai’s automotive charger silicon carbide is expected to be mass-produced in 2023, automotive microprocessor (MCU) is launched in 2024, and self-driving LightDA (LiDAR) is expected to be mass-produced in 2024, and self-owned small ICs will also cover 90% of the specifications.
7 [With the labor reduction, China is accelerating its advancement of robotics technology]
According to the latest data from the International Federation of Robots in the robot industry trade organization, the shipments of industrial robots to China in 2021 increased by 45% year-on-year to more than 243,000 units.
Last year, China accounted for nearly half of all heavy industrial robot installations, consolidating China's position as the world's largest market for robot manufacturers. IFR data shows that China has installed nearly twice as many new robots as factories in the Americas and Europe. Despite growing trade tensions with the United States and growing concerns about over-reliance on Chinese-made products, China remains the world's manufacturing plant, accounting for 29% of global manufacturing.
According to reports, rapid automation also reflects China's growing awareness that with the decrease in labor supply and the rise in wages, accelerating the development of artificial intelligence and robots is an urgent task.
8 [News says that Samsung system LSI will receive more OLED display driver chip production capacity next year]
9 September news, according to foreign media reports, according to sources, Samsung's system LSI business department plans to obtain more OLED display driver chip production capacity from Lianhua Electronics next year because its main customers have high demand for this product.
Foreign media reported that Lianhua Electronics has a 12-inch wafer production line that produces chips based on the 28nm process process . In addition to the OLED display driver chip, UMC also manufactures the CMOS image sensor for Samsung. In April last year, foreign media reported that Samsung and Lianhua Electronics signed an OEM agreement on image sensors.
9 [ Bosch launches a new compact electric drive module for light commercial vehicles]
According to foreign media reports, Bosch (Bosch) launched and began mass production of new drive modules for light commercial vehicles. The module consists of a motor and an integrated inverter, where the inverter, control motor can achieve connection with the high voltage battery.
Dr. Markus Heyn, member of the Bosch Management Committee and chairman of the mobile travel solutions business department, said: "Compared with its previous generation products, the new module can achieve higher power and torque density, and is lighter and more compact."
10 [Volkswagen: Chip shortage will not end next year, and supply chain disruption will become the "new normal"]
September 19th news, in recent years, intelligent connected car has developed rapidly, which has led to a huge increase in chip demand. However, due to factors such as the epidemic, the chip supply chain has been repeatedly impacted, and "chip shortage" has become one of the important reasons restricting the development of the automobile industry.
Volkswagen's board procurement director Murat Aksel told Germany's Auto Weekly that Volkswagen no longer believes that chip shortages will end in 2023, and the German automaker is preparing for a "new normal" of supply chain disruption.
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