1. TSMC will snatch a large order of Qualcomm Snapdragon 855 chips from Samsung next year
According to the latest sources, 2018 TSMC will snatch part of Qualcomm’s Modem chips from Samsung Electronics, its biggest competitor And the core processor order .
At the end of 2018, TSMC will manufacture a newer generation flagship Snapdragon processor for Qualcomm, which is the Snapdragon 855. A modem chip manufactured by Qualcomm and TSMC will be launched in the first half of 2018 at the earliest. Both will adopt TSMC’s latest 7nm process. Technology, this 7-nanometer process is also the technology that TSMC will use to produce the core processor of the new generation of iPhone in 2018.
In this way, TSMC is equivalent to winning the microprocessor production orders of Qualcomm and Apple at the same time. Apple designs its own chips for the iPhone and outsources them to TSMC, while Qualcomm's microprocessors are commonly used in Android smartphones. According to two people familiar with the matter, a Qualcomm modem chip and a new Snapdragon processor will use TSMC's new 7-nanometer process next year, and TSMC's microprocessor for the new iPhone next year will also use a 7-nanometer process.
Qualcomm's current main Snapdragon 835 and 845 processors are produced by Samsung Electronics, using a 10-nanometer process. The 835 is widely used by smartphone manufacturers including Samsung Electronics, OPPO, Sony, and Xiaomi , and Xiaomi is the first to adopt the 845.
Second, Meizu embraces Qualcomm’s thigh next year, MediaTek expressed his heart!
2017 is approaching the end of the year. After experiencing the blow of Pro 7, Meizu has become more cautious about new products next year. I believe that many people have heard of this new product. As the 15th anniversary product of Meizu, it is named Meizu 15 Plus. Huang Zhang also said that he personally polished this product.
In fact, before 2016, Meizu’s products were popular with many consumers. They were not only fashionable in design but also cost-effective. The original mback function has been imitated by friends. The Flyme system has made many users put it down. However, since Meizu and Qualcomm turned their faces and teamed up with MediaTek, things began to change. Meizu started the downhill mode and was completely left behind by Xiaomi. Many loyal Meizu friends could not bear Meizu's machine sea tactics and MediaTek chips, and chose to leave Meizu one after another.
In fact, many old Meizu friends still have great expectations for Meizu 15 Plus, hoping to use Qualcomm chips. Recently, Meizu finally announced that next year Meizu will completely abandon MediaTek and adopt Qualcomm Snapdragon chips. In fact, the news of has long been traced. At the beginning of this year, after Meizu and Qualcomm reconciled, there were rumors that there would be a new Meizu phone with Qualcomm Snapdragon processor. Later, the appearance of Meizu Note 6 really confirmed the news. I believe that as long as the 15 Plus is equipped with the Snapdragon flagship chip, with excellent configuration and appearance, and with a suitable price, Meizu will surely be able to make a good comeback.
At present, many netizens say that they can reserve Meizu 15 Plus offline. After hearing this news, everyone should be able to buy this product with confidence. Judging from the intensity of news about the new phone, 15plus should meet us soon.
3. AI has become a new battlefield for mobile phone chip manufacturers: Qualcomm, MediaTek, , Huawei, and all show their talents!
In the past ten years, it can be said that mobile phones have undergone countless innovations, such as the processor has changed from dual-core to quad-core to octa-core, the screen has changed from a small screen to a large screen and then to a full screen, and the unlocking method has changed from sliding to It changed from fingerprint recognition to facial recognition. In order to meet the innovative needs of consumers, smartphone brand manufacturers and chip suppliers have been racking their brains to find new breakthroughs.
According to a Digitimes report, in order to meet the innovation needs of consumers, mobile phone chip suppliers will inevitably add new applications, new functions and new designs, and now artificial intelligence (AI) applications have become an important battlefield , including Apple (Apple), Samsung Electronics (Samsung Electronics), Huawei, MediaTek, Qualcomm (Qualcomm), and Spreadtrum will all deploy AI in an all-round way to gain business opportunities first.
In the primary development stage of artificial intelligence, because mobile phone manufacturers have different understandings of artificial intelligence, mobile phone manufacturers that apply artificial intelligence technology in the mobile phone field also have a variety of ways to implement AI technology.
Among them, the latest iPhone X directly uses artificial intelligence as its main selling point. Apple CEO Tim Cook said that iPhone X is a product positioned in the future, and its A11 bionic chip integrated The chip has a "neural network engine", which has a neural network engine with up to 600 billion operations per second, which can recognize tasks, places and objects, and provide innovative functions such as face ID and "Animoji". Powerful drive. In addition, Apple also plans to expand the A11's neural network engine to more Apple ecosystems, including driverless, AppleWatch and medical health.
As a domestic mobile phone giant, Huawei is not far behind in artificial intelligence. The annual flagship Mate10 series released by Huawei some time ago is equipped with a main AI processor- Kirin 970. Huawei calls this processor "the first artificial intelligence (AI) mobile computing platform", which has specially set up an AI hardware processing unit - NPU to complete AI computing tasks. In terms of specific applications, the Mate10 series can intelligently identify more than ten kinds of shooting scenes, and automatically adjust the shooting parameters, so that ordinary people can also shoot blockbusters. In addition, it can also translate text, voice, and photos in real time, making people's communication smoother.
And Samsung added the Bixby voice function to the Galaxy S8 and Note 8 released this year. Samsung calls Bixby a learning AI. It can be said that Bixby has opened up a new model of human-computer interaction. By definition, Bixby is actually stronger than Siri, because Apple defines Siri as an intelligent voice control function, while Bixby is a higher-level artificial intelligence assistant.
In addition, Qualcomm and MediaTek have also announced their new smartphone chip solutions in 2018, which will be fully equipped with the latest AI technology, and are expected to provide mobile phone brand customers with camera functions, biometrics, intelligent voice, sports healthcare and mobile payment. and other new user experience applications.
However, because mobile phone brand manufacturers will adopt a marketing strategy of continuously improving functions but not raising prices next year, Qualcomm and MediaTek have to make the chip solutions for new smartphones in the first half of 2018 still use the mainstream 10/16nm process technology in 2017 .
4. It is rumored that Kunshan issued a half-month shutdown order to list 270 manufacturers such as ASE
It is rumored in the market that Kunshan city officials in mainland China have required some industrial enterprises in the Wusong River Basin to suspend production for half a month, including Uni-President, Advantech, , Jia Lianyi, Giant , Hushi Electronics and other Taiwanese businessmen are among them, affecting 270 companies.
caused market attention due to the sudden incident that lasted for half a month. However, in the evening, it was also reported that the implementation was suspended due to the high level of impact, which has not been confirmed yet. The content of
pointed out that due to the poor water quality monitoring data, the industrial enterprise zone belonging to some Wusong River basins will be completely shut down from the 25th to January 10 next year; at that time, it will be decided whether to postpone it depending on the water quality. 270 relevant affected companies are listed in the attachment of
official documents, including ASE (2311), Uni-President (1216), Giant, Baicheng, Foxconn , Jialianyi (6153), Advantech (2395), Hushi Electronics , Nanbao Resin and other well-known enterprises.
Jia Lianyi said that the Kunshan local government introduced a policy of restricting the discharge of wastewater a few months ago, with an average of only 3 to 5 days a month, but this time it lasted for 2 weeks, and the representatives of the local factories will start a negotiation mechanism. The industry privately revealed that it has been too long and it is unlikely to stop production.
Jia Lianyi said that the discharge restriction days in the past few months have been reduced toThe front-end operations were transferred to the Taipei factory and the Suzhou factory to respond. This time, countermeasures will also be launched. Since the back-end operations can still be completed at the Kunshan factory, it is estimated that there will be no major impact on production capacity and finances.
Advantech said that the main reason for the suspension of production is that Kunshan belongs to the Taihu Lake water system (Wusong River), and the pollution is very serious, and the local government wants to rectify it. However, Advantech's industrial waste water discharge is not high, and will adjust the discharge during the shutdown order without affecting production capacity.
Uni-President Enterprise said in the evening that the factory has not shut down so far, but it will not know tomorrow; from the product sales side, there is a safety stock, and at the same time, it can be dispatched and supported by neighboring factories. There is no problem with the supply of goods, and will continue to pay attention to the follow-up situation.
ASE said in the evening that it is still checking and understanding; according to the data of the public information observation station, ASE has ASE Semiconductor (Kunshan) Co., Ltd. in Kunshan, which is mainly engaged in semiconductor material manufacturing and semiconductor product packaging and testing business.
Huge Giant said that it has checked with the Kunshan factory and there is no suspension of production at all. As for why there is such a rumor, and the source of the rumor is unknown.
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