Last year, huawei has long been the focal point of the circle of science and technology, huawei mobile phone shipment break through 100 million, but why let supply chain uneasy in this year? Apple Wath exactly to what extent with flourishing wearable equipment market, survey data explanation. Rumored samsung for millet and provide dual cameras, cellphone cameras will usher in a new era?
Morning time
semiconductor
1, huawei dominate the global handset market setback for the first time
Huawei's attempt to dominate the global handset market setback heart for the first time, because huawei has revised down smartphone shipment target for 2016, the magnitude of 20 million teams, this impact whether mediatek, coupling of gen, chunghwa picture tubes, silicon and caijing huawei smartphone supply chain, market attention.
Huawei was in 2015, the global handset shipments hit the 100 million mark for the first time, came to 106 million, and become the global smartphone three elder brother. Originally huawei plans to more this year, will hopefully shipments to rush up to 140 million cigarettes, but tends to saturation, low price competition in the market today, huawei has now been realized before over optimistic.
Electronic core smell of morning post: huawei mobile phone seek hegemony Dual cameras will become the mainstream
According to reports, huawei has dispatch shipment by the end of the target fell to 120 million, annual conversion is 13%, but less than 30% predicted years before. Analysts believe that huawei towards the higher-order mobile phone development, is the main reason most of the decline in ship target, by implication, is the new price is too high. Huawei is to rely on low prices to rob city at the beginning, now are mainland trade the best tactics to defeat their own.
Huawei smartphone brand index is mainland factory, is one of the biggest continent of purchases, huawei was revised down smartphone shipments this year, mediatek chip suppliers for mobile phones and driver IC suppliers such as gen xu and silicon, and mobile phone screen suppliers such as CPT and caijing, whether will impact, worth the follow-up observation.
Mediatek chairman Mr Tsai said last week that the company's products from season 2 to 3 quarter are out of stock. Therefore, mediatek's top at present, nearly three months of the most important thing is to solve the problem of customers out of stock. Silicon and chairman Mao Yingwen believes that current customers inventories low, combined with market demand is high, the double effect in the third quarter will be play up, silicon and all the shipments of product line, the second half of the year will be higher, revenue and profit, this year will be better than last year.
2, 2016 China semiconductor industry bright eye 12-inch fabs transfer a foregone conclusion
In 2016, the pattern of China semiconductor industry still maintain rapid growth, mainly thanks to the mainland market for import substitution, bring development space for local enterprises.
And 12-inch wafer fabs, 8 inches production line and process technology, module and the development of the IP core for smart grid, intelligent transportation, intelligent household and other things related integrated circuit products, provide strong support, as well as foreign companies to increase the size of the investment on the mainland, but more importantly in mainland China the government's policy of supporting, such as "made in China 2025", much starker choices-and graver consequences-in planning and development strategy in the new century.
For integrate circuit manufacturing, global 12-inch fabs capacity to China is a foregone conclusion, China's existing 12-inch fabs capacity total of 420000 pieces per month, including semiconductor manufacturing international (Beijing), smic (Shanghai), SK Hynix, Intel (dalian), wuhan new core LiWei electronics, Samsung, China, 2016-2016 China's new 12-inch fabs output can be as high as 635000 / month, global 12-inch wafer plant capacity proportion will rise from 10% in 2016 to 22% in 2018.
Electronic core smell of morning post: huawei mobile phone seek hegemony Dual cameras will become the mainstream
Future China about 12 inch plant capacity will be enough to global semiconductor market, on the other hand also represent the rise of China's semiconductor power cooperation, to the Chinese national flag in the strategy, expected that those business opportunities in the future.
It is worth mentioning that in the 2016-2018 China's new 12-inch fabs capacity will include from Taiwan's TSMC, umc, crystal, various in xiamen, nanjing, hefei and other places set up 12 inch factory, and come From producers in the United States has Intel, Global Foundries, each in dalian, chongqing investment of $5.5 billion, $2 billion, as for the local Chinese manufacturers have China LiWei electronic, wuhan new core, tongfang core.
wearable
Apple Watch popular wearable equipment market
Global wearable equipment revenue jumped 133% in the first quarter of 2016, to $6 billion. Futuresource consulting firm after a study found that apple now has been one of the world's largest watch maker, apple now has the traditional watchmakers casio, Fossil and Citizen had left behind.
Electronic core smell of morning post: huawei mobile phone seek hegemony Dual cameras will become the mainstream
From the point of sales amount, in the first quarter of 2016 wearable devices sold a total of 10.7 million units, however, sales growth of a large part of the reason is because of falling prices. But it is also an inevitable process, because as technology mature and the reducing of the cost and the increase of the pressure of competition, many manufacturers will launch more cost-effective products.
VR/AR
The research and development of virtual eye Use the camera 3 d reconstruction of space
According to the daily mail, the Defense Advanced research projects Agency (Defense Advanced ResearchProjects Agency, or DARPA) for American soldiers provides a new kind of "eyes", they can be from a safe distance in 3 d exploring uncharted areas. Called Virtual eyes (Virtual Eye) the technology of using two cameras to collect 3 d images of the space, and then integrated into a single real-time Virtual reality, it can rotate 360 degrees to watch.
Electronic core smell of morning post: huawei mobile phone seek hegemony Dual cameras will become the mainstream
Smart hardware
Millet Letv mobile phones or pick up 5 s, samsung dual cameras
Millet 5 s in the last couple of days of rumors, which mentioned the millet 5 s many important upgrades, including fingerprint identification, it will use the ultrasonic and carrying Xiao dragon 820 or 823 processors, support of dual cameras and so on. And now, south Korean media has brought the new message about double lens again.
Electronic core smell of morning post: huawei mobile phone seek hegemony Dual cameras will become the mainstream
Millet 5
Reports suggest that samsung has dual lens module to authorize the millet and joy, and millet, the double camera phone is likely to be millet 5 s. As currently envisaged, millet 5 s is expected to become the millet first a flagship machine adopts double lens.
In addition, according to foreign media reports, samsung for millet and apparent double lens module will be in July shipment. However, before the news that millet 5 s will launch in the second half of the year, but the specific time not sure yet
