[guess] malic second cutout ” millimeter wave IC designs an engineer ” invite applications for a job
Cutout of 1. apple second ” millimeter wave IC designs an engineer “Invite applications for a job, with connect seemingly in harmony but actually at variance Intel, high?
The intermediary outside 2. : ARM China joint-stock company is formalOperation A 51% just is occupied in
3. digs the ASIC application such as mine, artificial intelligence, high-powered computationThe marketBitter fleabane break out is exhibited
4.IC manufacturer cuts a car to use chip new blue of great capacity
In 5.Q2 low end smartphone, car uses electron and content couplet networkThe marketLoad pull of the company that become IC mainly
Cutout of 1. apple second ” millimeter wave IC designs an engineer “Invite applications for a job, with connect seemingly in harmony but actually at variance Intel, high?
The apple is exploded to go out today released ” millimeter wave IC designs an engineer ” position subsequently second cutout. According to position description, the apple abandons using of purpose it seems that connect highMakewireless chip, at the same time very possible also meeting is on IPhone mobile phone of future the processor that abandons use Intel.
In the job announcement that this is deleted quickly, the apple writes: Seek “Chip designGroup core ” personnel, specific for namely ” millimeter wave integrated circuit designs an engineer ” , have a doctor’s degree and can perfect assistance issues generation 5G modem for prospective IPhone design. Post duty is: With platformFrameworkGroup of division, system andDigital designThe group cooperates, be based onProductDemand will decide millimeter wave photograph controls front and demand of base band module; Mix with technical groupActing factoryCooperate, for the targetEquipmentUndertakeCraftEvaluate and type selecting. In addition, early childhood in position description, its are involved will ” functional sexProductBring number with 100 million plan consumer ” , ju Ping is done not have at present if really other those who reach such measure levelProduct line. 2018 first quarter, malic altogether work off 77 million IPhoneEquipment, the Mac amount of contemporaneous work off is 5 million only.
This job announcement makes clear, to leaving generation 5G network, especially millimeter wave network, the apple tries to develop chip independently. Millimeter wave network can offer taller than current LTE network bandwidth. Also be equivalent to malic government affirming the plan develops chip of 5G base band independently, replace be connected high or the product that Intel offers. The apple had be notted judge to this buy.
5G is exciting technology without doubt. Since last year May, the apple compares Nuo of the base of a fruit in California library all the timeTestMillimeter wave technology, still joined the trade organization of 5G technology. FCC announced a batch of application last week, show the apple is seeking a permission among them, in Apple Park headquarters and area of garden of 1 Infini Loop ” innovation area ” spread out newRadio frequencyTest.
The superintendency regulation with these application and new FCC is concerned. The company that this regulation allows similar apple is not finishing technology of mobile of the experiment below the circumstance of a large number of superintendency formalities. Mentioned in the application 2018 ” thousand hertz ” frequency paragraph. The frequency that the apple applies for to check before this paragraph it is 28GHz and 39GHz respectively.
According to the report, from May 2017 up to now, the apple is in after obtaining confederative communication committee to permit, testing millimeter wave technology all the time, and applied for again recently be in ” thousand hertz ” frequency paragraph test equipment. Millimeter wave just will contain one of numerous technologies of the 5G standard that has not finalize the design finally, nevertheless millimeter wave can achieve current and mobile network hard be equal to the data that reach transmits rate.
Although this technology is current,still mature not quite. On one hand, the transmission of millimeter wave is apart from cannot too far, on the other hand, millimeter wave is opposite at current frequency paragraph the fraise on way of transmission of very difficult steer clear of. Nevertheless, malic scientist and researcher had known these limitation probably. If the apple can develop next crucial generation technologies, cast off a jural enemy at the same time, so why to try?
The apple and Intel, seemingly in harmony but actually at variance that connects high
Apple and connect contradictory long-standing high, fell to begin partly 2016, the apple changes old practice, order of IPhone base band no longer by connect high monopolize, change Intel and tall altogether to accept the order together, more ceaseless later come out the information that wants chip of base band of him research and development. Although the apple is done not have with connect high be immersed in legal dispute, this company hopes possibly also to have his 5G technology. Gram of malic CEO library ever expressed, the apple hopes to have all core technology, incorporate the chip that supplies by Gaotongdi at present.
Triumphant base cast Zuo of Guo Ming of division of analyse of Gu Zhi v/arc a person’s status to forecast, the chip of IPhone base band of second half of the year will pull large sheet alone by Intel. Although the apple has annals to be depended on to what connect high at casting off, but Intel respect goes badly, cannot produce chip of 10 accept rice like scheduled time and quantity up to now, XMM 7660 is likely cannot as scheduled shipment. The report points out, chip of Intel base band produces a line to encounter bottleneck, Fine rateNot as good as what anticipate, only 5 is become odd, although Intel has self-confidence to be able to be improved in this summer, dan Ping does not want to risk this danger apparently if really. According to the report of website of Cult Of Mac, the apple may be employ only individual and one Intel undertake cooperative will develop future wireless chip.
Nevertheless the collaboration of apple and Intel also is not so firm apparently. Last month, MediaExposure apple plan abandons using Intel processor at be before 2020 on prospective Mac jotter, turn and use oneselfProductionMake, the processor that is based on ARM. According to the report, in presiding apparitor Cooke’s leader falls, long-term plan of the apple is ” have and master ” the main technique after company facilities, this also means a company to will abandon be an apple in great quantitiesProductionThe supplier of package.
Tell a side high, this company decides to move to leave generation recently data network enlarges his of mode of low cost license use, decisionPatentThe base that accredit expends is reduced in partial area seal a top to 400 U.S. dollors, also had reduced somewhat to the accredit charge of SamSung even. Arrange of this with one action will conduce to alleviation and include IPhone manufacturer apple inside 2Big clientThe insecurity between speaks. It is reported is connected high also hope to be in reached with malic company before the end of the year 2018 reconcile, discover not hard from which know the sign that a silk compromises to malic company presence high.
Because arose with the apple last yearPatentDispute of technical accredit fee, make connect high close to be affected apparently in battalion of technical accredit charge, at the same time the apple is in last year more use Intel to supply base band chip considerably, although be connected high,emphasize causing an effect because of malic relation aggravation again and again, but show to because accredit gains profit,still can discover from follow-up money forms for reporting statistics actually shortage, make connect integral battalion high to accept generation change.
The intermediary outside 2. : ARM China joint-stock company is formalOperation A 51% just is occupied in
Time of Beijing of dispatch of sina science and technology on May 1 evening news, ” day classics Asia is commented on ” website the message of personage of many know the inside story weighs cite now, ARM China joint-stock company already in April the bottom throws operation, take-over ARM is in China the business of the market.
Personages of these know the inside story still say, this are joint-stock the company still plans to be in China A appear on the market. The report says, this joint-stock company name is ” Arm Mini China ” , headquarters is set in Shenzhen, square investor is occupied in 51% , and ARM owns the rest the equity of 49% . This are joint-stock the company will take over control ARM is in China all business of the market, include accredit and royalty business.
ARM is one of chip technology suppliers that the whole world has force most, current whole world makes an appointment with the chip technology that the mobile equipment of 90% is using ARM. Apple, SamSung, China for, connect high, rich is connected and the well-known company such as couplet hair division needs to get technical authorization from ARM.
Analytic personage says, of ARM China joint-stock company holding water also is China obtains a breakthrough in chip field place. Current, china is developing his semiconductor industry energetically, in order to reduce the dependence of pair of abroad suppliers. Be banned in resurgence especially after incident, china was to realize its are pressing more quality.
ARM did not publish its China marketSaleData, but predict according to the analyst, the battalion of about 25% controls this company come from China. ARM is carried outVice-presidentHa Si of thunder favour · (Rene Haas) says, ARM is added in the business of Chinese market fast fast at other any country, the hopeful inside 5 years becomes ARM the biggest market.
Still do not understand this price of joint-stock company at presentStructureWhether with parent company ARM somewhat difference, and how many employee is transferred joint-stock company.
Additional, this are joint-stock the company still plans to undertake in China IPO(makes public) of raise capital by floating shares first. There ever was a report to say at the beginning of April, ARM China joint-stock company will land field of A stock market the most quickly inside year. Sina science and technology
3. digs the ASIC application such as mine, artificial intelligence, high-powered computation the market grows flourishingly
ICThe design servesFactory battalion movement is powerful, include originality, wisdom division of the former heart that reach brilliant, value this season battalion to close to will be answered stage by stage lukewarm.
The IC such as originalityThe design servesBattalion of factory head season closes general relatively before one season and the corresponding period ebbed last year. Course of study person explain, began last year, high endMake ChengOrder already had a client to begin to contact a case, nevertheless, most new case has not enough time to be in this year head season contribution battalion closes, plus off-season effect, bring about battalion to receive expression insipid, nevertheless, the state already had a change since April, conduce battalion closes to pick up gradually.
Originality near future adds close money to dig mine operation special application chip (ASIC) shipment is maintained high-grade, this company anticipates value outstanding achievement to will be added gradually lukewarm, if data center dominates processor of chip, network, sport,main growing kinetic energy includes high speed operation the product such as relevant product, beforehand the client entrusts appraise this year design (NRE) business is expected relatively grew last year 5 into.
Wisdom the principle expresses, this company is prevenient intoMake ChengLayout already reached the designated position, technical blue print is quite at present complete, prospective wisdom will implement core competition strategy continuously formerly, not only advanced the NRE that makes Cheng grows kinetic energy is quite hopeful, the subordinate and whole amount that has IP and adamancy oneself produces actual strength, let a company make Cheng Yi have competition ability fully in maturity, ASIC market is expected as artificial intelligence (AI) , high speed operation (HPC) wait for relevant applying to rise abruptly and more develop flourishingly, focusing artificial intelligence and Leakey application, continuously aggrandizement company grows for a long time kinetic energy.
Outstanding achievement behaved world core last year quite bright look, artificial intelligence is relevant this year the product still is battalion carry main shaft, but the product that the quantity produces first half of the year is less, value outstanding achievement of the 2nd season to be able to have excel head season.
Brilliant heart division this year head season battalion closes relatively the corresponding period glided considerably last year 57.48% , because the accredit gold of partial client was not pressed,basically anticipate enter an item in an account. In the light of battalion of the 2nd season carry is looked into, the company shows, as a result of the relation of industrial character, the situation that produces next sheet to client quantity at present still is mastering in, preliminary look, the 2nd season should be expected excel head season. Economic daily
4.IC manufacturer cuts a car to use chip new blue of great capacity
Car science and technology is in centre of gravity of industrial growing trend, electric car, drive oneself wait for start off, future of industry of the semiconductor since the situation belt that the car is growing with multiple with the electron grows 10 years, and at present the car is the world of international big plant more with chip, IC design firm also is searched in Lahai gradually business chance, include couplet to send division, luck to sunlight, report of Quan of flourishing of Ling Yang, force, Wei, couplet outstanding, lean strong, accumulate wait to cut new La Hai in succession, increase with chip amount as the car, benefit is shown gradually.
Forecast according to IHS Automotive, popularize degree to lift increasingly as what drive oneself, to 2035, those who have fixed rate is automatic drive the car will increase to 2, 1 million or so, among them the United States can have 4.5 million about. And at present new interior included the car that leave factory to exceed 6, 000 semiconductor product, as the car more and more the progressively electron that inverter of intelligence and management of such as batteries, drawing, car holds the car part such as charger and converter of DC ／ DC is changed, this data still will continue to grow considerably.
And DIGITIMES Research statistic, beforehand appraise came 2016 global car used semiconductor market 2018 year compound the level that growing rate amounts to 6.2% above, and 2018 global car uses semiconductor market dimensions to will amount to 34 billion dollar. Prospective car front is more energy-saving environmental protection, moreSafeAnd more reliable under, the car is met only with chip amount more and more increase.
At present distribution vehicle uses a field, send division footstep with couplet the fastest, Product lineMost all ready, vehicle of lucky sunlighting investment controls chip and shadow of 3D annulus scene to wait for a product like systematic odd chip with aether, among them aether control chip sunlights for luck the most professional part, for bibcock of chip of aether of 10 ／ 100Gb, pass a client smoothly alreadyAttestationGuide design, anticipate second half of the year begins to the limit of one’s capacity.
Ling Yang cuts ADAS chip not to have blind angle photography and function of driveway deviate caution, the market is held after infiltrating successfully already at present. Wei Quan report cuts car annulus to measure video chip, roll out ADAS chip with international car plant, have back a car radar diagnoses the function with car video end. Accumulate cut a car to use read the lamp, adornment lamp and car taillight to wait, with Europe much home car uses 0 component supplierAttestationIn. Combine evening paper
5.Q2 is medium low end smartphone, car becomes focal point of IC company load pull with market of electron and content couplet net
Sequential enters electronic line of business ” 5 end 6 absolutely ” traditional and off-season, stage of advanced position of industry of science and technology accumulates law of electric head season to say to be able to announce malic IPhone demand is exhausted reach fictitious money to accept the order infirmly uncertainty, ping without exception a group of things with common features group outstanding achievement of the 2nd season fears having good performance hard, and fictitious money also appears in bit money steep fall, prospective uncertainty element increases, relevant and fictitious money a group of things with common features group as flameout of bit currency prices. Contrary, in low end smartphone, car uses the stability such as net of couplet of electron, content to grow, replace gradually become battalion of the 2nd season to carry Xin Liang is nodded.
Through before 2 seasonInventoryGo changing, demand of smartphone of China of the 2nd season answer , you Yizhong is low upright type force is most powerful, before China 3 old mobile phonesBrandChina for, OPPO, Vivo rolls out new machine to grab in succession attack the market to change chance business chance, to station plant, division of hair of couplet of big plant of chip of mobile phone of indebted the biggest nothing is more… than, the 4th season is recumbent last year roll out low costFrameworkHelio P23 chip gradually resumptive city is occupied rate, in can seeing low end type is driving answer clue.
Couplet sends division main force to be put in P60 chip first half of the year, already recaptured the important client such as OPPO, millet to use in succession, industry anticipates, shipment of chip of mobile phone of the 2nd season measures couplet hair division soar, anticipate this season shipment sees 100 million above on the quantity, and interest rate of wool of the 2nd season also is expected to chase season to pick up to 37% above.
Couplet sends family composition vehicle to use thrash of duck of domain of net of the couplet that reach content, although at present battalion closes,occupy than not be like mobile phone chip, but couplet hair division breaks research and development of technology of net of couplet of below one billion four hundred and ten million and sixty-five thousand four hundred and eight yuan of devoted content, for at present IC is designed a group of things with common features group in achievement most plentiful and substantial, wait for international big plant to build global partner to concern with Alibaba, Yamaxun, apple, Gu Ge and Microsoft, paragraph chip is counted in the application development such as net of couplet of intelligent family, car. And the car uses position, head system of the communication inside loaded vehicle, entertainment, millimeter wave radar develops success, already developed a product with car plant in succession 2017, met pair of the first wave client develop new product continuously 2018, benefit is shown gradually.
Additional, answer also drives demand of Chinese mobile phone the mobile phone fills flourishing of chip shipment free quickly, include to hold treasure high – KY, fine, the carry of battalion of the 2nd season such as Wei Quan report, Cheng Qun, Ling Tong is worth to expect. Combine evening paper