Learn about industry events in three minutes
1
[Rumored that 8-inch foundry quotations will increase by up to 40% in 2021]
News on November 24, according to foreign media reports, industry sources said that in 2021, 8-inch foundry quotations Will rise by at most 40%. According to industry sources, in 2021, 8-inch foundry quotations will increase by 20-40%. In the fourth quarter of 2020, pure foundry companies including UMC, GlobalFoundries, and Vanguard International Semiconductor (VIS) have increased their 8-inch foundry quotations by approximately 10%-15%.
predicts that the tight production capacity of 8-inch wafer foundries may continue until the end of next year. Z1z
foreign media said that after the rise in foundry prices, chip suppliers may increase the price of chips to compensate for the rise in foundry costs. At the same time, the price of notebook computer power management chips may also rise as a result.
2
[IDC: China’s cloud professional service market grew by 12.3% year-on-year in the first half of 2020]
On November 24, IDC’s latest "China Cloud Professional Service Market (First Half of 2020) Tracking" report showed that in the first half of 2020, China The overall cloud professional services market was 7.19 billion yuan, a year-on-year increase of 12.3%.
From the perspective of market segments, the epidemic has accelerated the speed of digital transformation of enterprises, and offline business transformation. Online business has forced enterprises' demand for cloud professional services. More enterprises use technologies such as cloud computing, big data, and AI for empowerment. Online business development, so related cloud consulting services and cloud development services have a slight advantage, with year-on-year growth rates of 14.5% and 15.5% respectively.
3
[Trembang Consulting: Limited foundry capacity will be in short supply in 2021, and it is estimated that New Honor will account for about 2% of the market]
On November 24, Huawei sold the business assets of its sub-brand Honor on November 17, According to TrendForce's Semiconductor Research Office, even if Huawei sells its Honor business, Honor will still face a tight wafer foundry supply in 2021. It is estimated that the market will account for about 2%; Huawei will account for about 4%.
It is worth noting that considering that Apple will benefit some of Huawei’s high-end transfer orders, as well as Xiaomi, OPPO, vivo, etc., actively increasing production to grab the Huawei market, it has actually exceeded the market share released by Huawei. The addition of Glory will intensify market competition, and the subsequent overall market may also enter a quantitative correction due to over-expanded production planning.
Huawei used to adopt a competition strategy of resource sharing and independent operation for Honor. Now Honor is officially split. It is estimated that the brand will quickly return to the smartphone market through the existing independent operation model and through multi-channel cooperation.
4
[Panasonic intends to increase the capacity of capacitors by 20% to meet the needs of applications such as 5G]
News on November 24, according to foreign media reports, Panasonic plans to increase the capacity of capacitors by 20% to meet the needs of 5G base stations and servers.
Panasonic plans to increase production of "conductive polymer aluminum electrolytic capacitors." The company will start producing capacitor materials at its factory in Kumamoto Prefecture, Japan, and then assemble it at its factory in Batam, Indonesia.
Panasonic is preparing to increase production by sticking copper foil on the surface of special resin materials and adhesive sheets, both of which are printed circuit board materials, and are mainly used to meet the needs of 5G base station antennas, servers and routers.
5
[Ministry of Industry and Information Technology: China’s core artificial intelligence industry scales up to 77 billion yuan in the first half of 2020]
On November 24, Vice Minister of Industry and Information Technology Liu Liehong stated at the World Internet Conference and Internet Development Forum that China’s artificial intelligence industry has made positive progress. Technical products such as application algorithms and open platforms are continuously optimized, and the application level of technologies such as computer vision and natural language understanding has reached the international advanced level. In the first half of 2020, the scale of China's core artificial intelligence industry reached 77 billion yuan, with more than 260 artificial intelligence companies, and it has become one of the main centers of global unicorn companies.
6
[Bloomberg: Foxconn WisconsinThe factory got the Google server manufacturing contract]
According to a Bloomberg report, people familiar with the matter said that Foxconn is preparing to assemble key components for Google servers in Wisconsin.
Foxconn plans to produce in Wisconsin’s existing facilities, rather than in Taiwan or China. This underutilized factory should start mass production in the first quarter of 2021, which is exactly the release node of Intel’s Ice Lake server chip. The insider also said that Foxconn is currently building a surface assembly technology assembly line, which can mount semiconductors on circuit boards.
7
[Release of a new generation of 22nm Beidou high-precision positioning chip]
On November 24, Beidou Starcom and Xinxingtong formally released the latest generation of full-system full-frequency centimeter-level high-precision GNSS chip-Nebulas IV.
This chip represents the highest level of domestic satellite navigation chips, has groundbreaking significance in the field of centimeter-level high-precision positioning, and has a leading international advantage. NebulasIV chip has been iteratively evolved to 22nm at the same time, it is the first time to realize on a single chip. The integration of baseband + radio frequency + high-precision algorithm, supports on-chip RTK, and meets the requirements of vehicle regulations. It has made breakthroughs in performance, size, and power consumption compared with the previous generation of chips. It can meet the needs of public applications and better meet the needs of intelligent driving, High-end application requirements such as human and machine.
8
[New iPad Pro in 2021 may adopt OLED screen]
According to THE ELEC report, Apple intends to use OLED screens on the iPad Pro released in the second half of 2021, while Samsung Display and LG Display It is expected to become a screen supplier.
It is reported that Samsung Display is transforming a production line at its A4 factory in Asan to produce OLED screens for iPad, while LG Display will use its E5 factory in Gumi to produce OLED samples for the new iPad Pro. People familiar with the matter said that compared with the screens provided for the iPhone, Apple will require higher specifications for the OLED panels produced by Samsung Display and LG Display for the iPad Pro.
9
[Samsung TV’s global share in the third quarter is 33.1%, a single-season high]
News on November 24, according to the South Korean Herald, data from industry research organization Omdia shows that Samsung Electronics is still the world’s largest TV in the third quarter of 2020 Machine sellers accounted for one-third of the market share. Data from
shows that Samsung sold $9.3 billion worth of TV sets in the third quarter, an increase of 22% over the same period in 2019. The company also leads in sales, with 14.85 million units shipped and a market share of 23.6%.
In the third quarter, the global TV market grew by 11.8% year-on-year to US$28.1 billion. In terms of sales volume, global TV sales reached 62.87 million units during the same period, a year-on-year increase of 14.7%. According to data from
, Samsung’s South Korean competitor LG Electronics ranked second with 16.6% of the TV market in the third quarter, followed by Japan’s Sony with 10.1% of the market.
10
[Microsoft China and Xiaoice have reached a strategic cooperation, the first batch of covering artificial intelligence finance, automobile and content production]
News on November 24, Microsoft China and Xiaoice announced in Beijing that they have reached a strategic cooperation for customers in key To B industries , Jointly launched a series of artificial intelligence + cloud computing commercialization solutions. The first batch of solutions jointly launched by Microsoft and Xiaoice will cover three vertical areas: artificial intelligence finance, artificial intelligence cars and artificial intelligence content production.
Microsoft and Xiaoice jointly launched an artificial intelligence commercialization solution. The Microsoft Smart Cloud Azure will be used as a cloud computing operation platform serving China and the global market, and a comprehensive artificial intelligence interactive experience will be integrated into the typical application scenarios of key industries. Solutions that can be replicated, promoted, and grown to meet the diverse needs of customers to promote business model transformation and innovation. Based on Xiaoice’s technical advantages and unique competitiveness in the To C field, as well as successful experience in To B business practices, Combined with Microsoft China's extensive and in-depth customer resources in key industries.
11
[Unisex Zhanrui obtained the first batch of certification from China Mobile 5G Joint Laboratory]
On November 24, it was reported that Ziguang Zhanrui was awarded the first batch of certification qualifications for China Mobile 5G Joint Laboratory.
China Mobile Terminal Company and Unigroup Zhanrui completed the 5G joint laboratory testing capability review in November 2020, and has now obtained the China Mobile 5G terminal joint laboratory accreditation certificate, becoming the first batch of 5G joint experiments in the world to pass this accreditation Room one. Z1z
Ziguang Zhanrui said that Zhanrui discussed the 5G expansion construction part of the joint laboratory with China Mobile at the beginning of the opening of the 5G joint laboratory. After nearly 5 months of intensive preparation, all 9 certification modules were officially approved. This means that the testing capabilities of the 5G (including 2/3/4G) terminal laboratory of Zhanrui Global Innovation Test Center have reached the same level as China Mobile.
12
[Yu Chengdong officially withdrew from the Glory terminal]
News on November 24, the enterprise search App showed that Glory Terminal Co., Ltd. added key personnel changes on November 20, Yu Chengdong, Zheng Liying, and Wei Chengmin withdrew, adding Zhang Jing, Li Shanlin, Fang Fei.
In addition, Glory Terminal Co., Ltd. officially changed its corporate address on November 17, from A1701, Block AB, Building 1, Tianan Yungu Industrial Park, Gangtou Community, Bantian Street, Longgang District, Shenzhen to Donghai, Xiangmihu Street, Futian District, Shenzhen 3401, Unit A, Building 6, Shenye Zhongcheng, No. 8089, Hongli West Road, Community (the address of Shenzhen Zhixin New Information Technology Co., Ltd.).
Glory Terminal Co., Ltd. was established on April 1, 2020 with a registered capital of 300 million yuan. At that time, the legal representative was Zheng Liying and the chairman was Yu Chengdong.
