weixin
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September 11
- The Fall of China's 'E-bike Hermes': Why the Market Value Dropped 96% in Just 3 Years?
Original
➀ The market for electric bicycles in China is becoming saturated with intense competition, leading to the decline of Niu, known as the 'Hermes of the E-bike world'. ➁ The company's market value dropped by 96% in just three years, with a loss of 270 million yuan. ➂ Niu Electric, founded by Li Yinan, a former Huawei executive, initially gained popularity for its technology, design, and brand culture. However, it has struggled to maintain its competitive edge as other companies catch up. - Japan Emerges as a Semiconductor Materials Giant in Global Market Share Survey
Nikkei Asian Review
➀ Japan leads in three out of five categories of new 'semiconductor materials', with some categories seeing Japanese companies hold a 100% market share. Experts warn that Chinese and South Korean companies are gaining influence in the semiconductor materials field, with China pushing for domestication, potentially reducing Japanese market share. ➁ The Nikkei 2023 'Major Products and Services Market Share Survey' shows that Japanese companies rank first in 10 categories, an increase of 4 from the previous survey. In the new 'semiconductor materials' category, Japanese companies are first in three categories. ➂ Tokyo Ohka Chemical is the leading player in photoresist with a 22.8% market share, excelling in traditional automotive products and EUV photoresist for the latest smartphones. The company has strengthened production and sales systems in Kagoshima and North America, with a sales target for the fiscal year ending December 2030 set at 350 billion yen, 1.7 times higher than the original plan. ➃ Shin-Etsu Chemical has the highest global market share in silicon wafers, with 24.7%, and is the only company, along with Sumco, that can produce the most advanced products. ➄ In the Mask Blanks category, three Japanese companies dominate the global market share, with HOYA holding over 60% of the market share. - Japan Emerges as a Semiconductor Materials Giant in Global Market Share Survey
Nikkei Asian Review
➀ Japan leads in three out of five categories of new 'semiconductor materials', with some categories seeing Japanese companies hold a 100% market share. Experts warn that Chinese and South Korean companies are gaining influence in the semiconductor materials field, with China pushing for domestication, potentially reducing Japanese market share. ➁ The Nikkei 2023 'Major Products and Services Market Share Survey' shows that Japanese companies rank first in 10 categories, an increase of 4 from the previous survey. In the new 'semiconductor materials' category, Japanese companies are first in three categories. ➂ Tokyo Ohka Chemical is the leading player in photoresist with a 22.8% market share, excelling in traditional automotive products and EUV photoresist for the latest smartphones. The company has strengthened production and sales systems in Kagoshima and North America, with a sales target for the fiscal year ending December 2030 set at 350 billion yen, 1.7 times higher than the original plan. ➃ Shin-Etsu Chemical has the highest global market share in silicon wafers, with 24.7%, and is the only company, along with Sumco, that can produce the most advanced products. ➄ In the Mask Blanks category, three Japanese companies dominate the global market share, with HOYA holding over 60% of the market share. - RISC-V: Stirring the 'Spring Water' of the AI Era
Unknown
➀ The popularity of RISC-V is rising, with industry giants like Intel, STMicroelectronics, and others investing in RISC-V startups; ➁ RISC-V is seen as a foundational technology for the digital infrastructure of the AI era, offering simplicity, openness, flexibility, low power consumption, modularity, and scalability; ➂ RISC-V is expected to become the native computing architecture for the AI era, with a significant market opportunity in the digital infrastructure sector. - Guanxun's 2024 First Half-Year Performance and Omdia Market Data
微信公众号
➀ Guanxun's revenue reached 2.815 billion RMB in the first half of 2023 and 3.11 billion RMB in the first half of 2024, with a year-on-year increase of 10.48%; ➁ Data and access revenue was 1.49 billion RMB, up 12.8%;➂ Transmission business line revenue was 1.575 billion RMB, nearly the same as last year, with a 0.5% increase; ➃ The total market value from Q3 2023 to Q1 2024 was 13.076 billion, up 5% year-on-year; ➄ AI market, which is part of the datacom market, saw its share increase from 46.1% in Q1 2023 to 53.7% in Q1 2024; ➅ The telecommunication market share decreased from 40.6% in Q1 202 to 35.1% in Q1 2024; ➆ The global access optical module market, including 5G and PON modules, has over 60% of the market in China, with the three major Chinese operators' capital expenditure in Q1 2024 down 5.53% year-on-year and 9.49% compared to Q1 2023.
September 10
- Nee Guohua: RISC-V + Chiplet, Entering the 'Hardware Defined by Demand' Era!
公众号：芯榜、车榜
➀ Nee Guohua emphasized that the integration of RISC-V and Chiplet will promote the innovation of DSA (Domain Specific Architecture) and lead to the 'Hardware Defined by Demand' era; ➁ The level of China's chip design has reached the world's advanced level in digital chips, but there is still a gap in analog chips; ➂ Scientists must not only have solid professional knowledge but also be brave in innovation and willing to take responsibility; ➃ RISC-V, as an emerging open instruction set architecture, is gaining global attention and is expected to promote innovation with its openness, efficiency, flexibility, low power consumption, modularity, and scalability; ➄ Chiplet technology, which encapsulates multiple pre-designed small chips into a complete SoC, is introduced to lower design complexity and cost while improving performance and flexibility; ➅ DSA (Domain Specific Architecture) computing architecture, characterized by customized design to better meet specific needs, shows great potential in emerging fields such as AI and IoT; ➆ The integration of RISC-V, extended instruction sets, Chiplet, and interconnect technologies in DSA new servers is expected to replace traditional X86 servers in terms of cost-performance and energy consumption, thus promoting the transformation and development of the Chinese server market; ➇ In the new era of 'Hardware Defined by Demand', hardware design will no longer rely solely on traditional standardized and generalized approaches but will be more closely integrated with actual application needs. - Huawei's New Three-Foldable Phone Starts at 19,999 Yuan! 10.2-Inch Screen with 3.6mm Thickness, Battery Only 1.9mm
量子位
➀ Huawei's new three-foldable phone, MateXT, is priced starting at 19,999 yuan for the 256GB version, 21,999 yuan for the 512GB version, and 23,999 yuan for the 1TB version. It is scheduled to be released on September 20th. The phone features a 10.2-inch screen and is the thinnest foldable phone with a thickness of 3.6mm when unfolded. It is designed for business professionals and offers various usage scenarios, including scanning boarding passes, browsing information, viewing reports, and watching movies. The phone's AI features include AI summarization, translation, and photo editing. Huawei has achieved a breakthrough in the folding screen hinge system and battery space optimization. - Wenye August Revenue Surges by 60%
Unknown
➀ Wenye's August revenue reached NT$81.54 billion, a 61.87% increase year-on-year and a 14.35% decrease month-on-month, ranking third historically; ➁ The cumulative revenue for the first eight months was NT$61.309 billion, a 79.29% year-on-year growth; ➂ Wenye expects double-digit revenue growth in the third quarter due to the pickup in mobile demand, while Fubang's revenue is expected to remain flat due to inventory adjustments in the automotive and industrial sectors. - Automotive SoC Chip Industry Competition Landscape (Intelligent Cabin Edition)
架构师技术联盟
➀ The configuration level of intelligent cabins has become an important reference for consumers when buying cars. The article discusses the increasing hardware resource and computing power requirements of intelligent cabins, which are met by high-performance SoC chips. In 2023, the domestic market delivered 3.476 million sets of cabin domain controllers, with an installation rate of 16.5%. Foreign chip brands still dominate the market, with Qualcomm alone accounting for nearly 60% of the market share. ➁ Consumer electronics chip manufacturers have an advantage in the intelligent cabin SoC market due to their cost and iteration speed advantages. ➂ The market share of intelligent cabin SoC chips is concentrated in a few overseas chip companies, including Qualcomm, AMD, Renesas, Intel, and Samsung. Currently, the market share of domestic cabin SoC chips is not high, accounting for less than 10%, mainly due to the late start of domestic manufacturers. - Global Double-Fab Accelerates RF Front-End Business
半导体行业观察
➀ The rapid development of technologies like AI, AR/VR, and Internet of Vehicles has increased the demand for high-performance RF front-end components. The market for RF filters has exceeded $10 billion due to the increased usage in 5G smartphones and other applications. SAW filters dominate the market, with key technology and market control by international giants. ➁ SITO Microelectronics, a company established by listed company Kunda Technology and industrial capital, has acquired NSD, a射频滤波器IDM company from Japan, and is focusing on technology and patent development. ➃ SITO has built a global SAW filter capacity layout with its advanced technology and has developed a range of products for various applications, including consumer electronics and automotive electronics. - The Challenge of AIPC for Lenovo's Fate
Not specified
➀ The AIPC market is the second-largest scenario for AI terminals, with global sales expected to reach 300 million units by 2028; ➁ Lenovo has shifted its focus to AI and launched numerous AI PCs in 2024, aiming to capture a significant market share; ➂ Concerns are raised about Lenovo's approach, emphasizing the importance of product quality over quantity, and the need for a more strategic approach to AI integration; ➃ Lenovo's focus on trade rather than technology may hinder its ability to break away from its profit薄弱 history; ➄ The article suggests that Lenovo needs to shift its mindset to focus on product quality and innovation to achieve significant breakthroughs. - Apple Unveils Its First AI-Powered iPhone: A18 Chip, New Camera Button, AirPods as Hearing Aids
机器之心
➀ Apple unveiled its latest iPhone series, including iPhone 16, 16 Plus, 16 Pro, and 16 Pro Max, featuring two new buttons and a richer color palette.➁ The new AirPods and Apple Watch were also released, with AI as a key highlight.➂ iPhone 16 standard version features a new dual-camera setup, A18 processor, and a camera control button.➃ iPhone 16 Pro version boasts the largest display in Apple's history, A18 Pro chip, and upgraded camera system.➄ Apple Intelligence, the company's new personalized AI system, was showcased with capabilities in language, image, and action. - Transsion CFO Under Detention
半导体技术天地
➀ Transsion Holdings announced that its CFO Xiao Yonghui has been placed under detention and under investigation by the Dandong Zhen'an District Supervision Commission. The company has made proper arrangements for his work.➁ Xiao Yonghui, born in 1969, has a college degree and has worked at Jiangxi Qingjiang Chemical Factory and Ningbo Bird Co., Ltd. He has been serving as the CFO of Transsion Holdings since January 2014.➂ Transsion, known as the 'King of African Mobile Phones,' has a significant market position in Africa, with a 52% market share in the African smartphone market in Q1 2023, surpassing Samsung and Xiaomi. The company is also expanding into emerging markets such as Southeast Asia, Latin America, the Middle East, and India.
September 9
- Xiaomi-backed Chip Company Aims for IPO
微信公众号
➀ Angene Microelectronics, a射频芯片 manufacturer, has filed for IPO and is seeking to list on the Shenzhen and Shanghai A-share markets; ➁ This is not the first time Angene Microelectronics has attempted to go public, having previously signed a辅导协议 with Citic Securities but later withdrawn due to regulatory tightening; ➂ The company has received funding from well-known institutions such as Huawei's Habub Investment and Xiaomi's长江产业基金, and has a strong management commitment to going public for financing purposes. - Six Optical Public Companies Warn of Emergency in the Automotive Camera Industry
微信公众号
➀ The number of cameras per new energy vehicle has reached 10.1, with an unexpected growth trend; ➁ Many optical and optoelectronic companies report slowing revenue growth or declining gross profit margins in automotive electronic business; ➂ The average unit price of automotive camera modules and lenses has dropped by 30% to 50% compared to two years ago; ➃ Companies are forced to accept orders at a loss to maintain their supply pool positions. - Apple and Huawei's Major Launches Unleash a New Trillion-Dollar Opportunity: Focus on ETF 159732
Unknown
➀ Apple and Huawei's product launch events in the US and China are expected to ignite a new trillion-dollar opportunity in the consumer electronics industry; ➁ The industry is entering a new growth cycle driven by AI technology; ➂ The ETF 159732, covering key sectors like Apple and Huawei supply chains, is highlighted for investment opportunities; ➃ The author emphasizes the potential for AI-powered consumer electronics to drive significant market growth. - Huawei's Three-Fold Phone预订突破3 Million, Lens Technology Exclusively Customizes Glass Fiber Back Cover Components
旭日大数据
➀ Huawei's three-fold phone reservation numbers exceeded 3 million as of September 9; ➁ Huawei Mate XT Extraordinary Master is the first commercial triple folding smartphone; ➂ Lens Technology exclusively assembled the glass fiber back cover and camera components for MateXT; ➃ Damascus steel, a new material developed by Lens Technology and Huawei, is used for the camera metal parts; ➄ The production process for folding phones has become very mature; ➅ Huawei Mate XT introduces a new aspect ratio display suitable for movie-level playback scenes. - Which Chip Companies Can Be Called Major Factories?
处芯积律
➀ The criteria for a chip company to be considered a major factory include having over 1000 employees and being involved in key industries such as internet, drones, and automotive. ➁ A list of major chip companies is provided, including internet/ drone companies like Alibaba's Tmall Genie Technology, Baidu's KEG Lab Chip, and DJI's chip department, as well as car companies like Ideal, Xpeng, and NIO. ➂ Foreign companies such as Intel, Qualcomm, NVIDIA, Broadcom, Texas Instruments, Micron, ON Semiconductor, STMicroelectronics, NXP Semiconductors, and AMD are also listed as major chip manufacturers. - Female Chairman Raises Financing for Semiconductor Company, Deepen Semiconductor Measurement!
微信公众号
➀ E芯 Semiconductor completes hundreds of millions of RMB in B-round financing, led by Hua Hai Jin Pu and Zhejiang Venture Capital, with multiple well-known investment institutions participating; ➁ The company focuses on front-end measurement technology, with products covering a wide range and leading in technology, supporting advanced wafer measurement needs; ➂ The founder, Dr. Zhang Xue Na, has a background in international semiconductor companies like KLA and Applied Materials, focusing on the development of semiconductor equipment for deposition, measurement, and inspection. - Taiwan's Pansan Tech Giant Announces Mass Layoffs!
微信公众号
➀ Pansan, a major contract manufacturer in Taiwan, is laying off 250 employees, nearly half of its workforce, due to the termination of outsourcing contracts by a major client; ➁ The client has been reducing its outsourcing business with Pansan since 2023 and plans to end all contracts by November 30, 2024; ➂ Pansan will follow legal procedures to dismiss the employees and assist them in finding new jobs. - Semiconductor Industry: The江湖 Changes
芯东西
➀ The x86 architecture faces new challenges from Arm; ➁ SK Hynix is chasing after Samsung in the storage market; ➂ Taiwan's semiconductor industry is seeing its dominance in semiconductor manufacturing and packaging decline; ➃ The semiconductor industry is characterized by constant changes and innovation. - The Breakthrough of Chinese Filter: Can TF SAW Take on the Responsibility?
Not specified
➀ Filters are critical components in wireless communication, with their role becoming increasingly significant in the digital intelligent era. The entry of domestic capital and the fierce competition in the past two years have led to the current predicament of domestic filters. ➁ The TF SAW technology, represented by new routes, is considered the 'best way' to achieve breakthroughs in domesticization. ➂ However, it is necessary to evaluate TF SAW from multiple dimensions such as technology, cost, market, and patents. ➃ The article also points out the three major misunderstandings about TF SAW, including its dependence on substrate materials, the potential for homogenization and internal competition, and the fact that it is not a superhighway for domestication but a detour for Murata and Qualcomm. - Chinese Mainland Investors Boost Hong Kong Stock Purchases to Double
日本经济新闻（中文版：日经中文网）
➀ The net purchase amount of Hong Kong stocks by mainland investors reached 461.2 billion Hong Kong dollars from January to August 2024, doubling from the same period last year. ➁ Alibaba Group's listing status in Hong Kong was upgraded to 'main board' on August 28th, aiming to attract mainland capital. ➃ The Shanghai Composite Index has fallen by 10% since the end of May, while Hong Kong stocks have only fallen by over 3%. - Does OpenAI Worry About Triggering Repurchase?
PingWest
➀ The recent 'repurchase agreement' wave in China's venture capital circle has sparked concerns about the sustainability of science and technology investment. ➁ The origin of repurchase terms is discussed, highlighting their overuse in the past decade. ➂ The article contrasts the current situation in Silicon Valley, where companies like OpenAI continue to raise large sums of money, with the concerns in China. ➃ It explores the differences in investment culture and risk tolerance between Silicon Valley and China. - The Car Door Transformed by Chips
半导体行业观察
➀ The car door industry is undergoing a revolution with the trends of electrification and intelligence, leading to the integration of smartphone features into vehicles. ➁ The Car Connectivity Consortium (CCC) is established to standardize the interface between vehicles and smartphones, aiming to provide a consistent user experience. ➂ Infineon, a leading semiconductor company, participates in the CCC ecosystem and offers advanced solutions for car access systems, including digital key solutions and secure authentication protocols. - TSMC and Everlight Join Hands to Establish Silicon Photonics Industry Alliance
微信公众号
➀ TSMC, Vanguard, and Wim Semiconductor join the alliance for wafer processing; ➁ Synopsys as the only EDA company in the alliance; ➂ C SUN, GPTC, and Scientech provide semiconductor manufacturing equipment; ➃ AUTHENX, MediaTek, and Motech focus on chip design; ➄ MPI, WinWay, and FitTech offer probe cards and wafer testing equipment; ➅ BizLink, LUXNET, Artilux, and eLaser produce optoelectronic devices; ➆ APAC Opto, Centera, FOXCONN, and PCL manufacture optical modules; ➇ Quanta Computer is the only system manufacturer. - Innovative Metasurface Optics and Photonics Research: An Interview with Professor Juejun Hu
Unknown
➀ Professor Juejun Hu from MIT discusses his research focus on integrated photonics and metasurface optics; ➁ The advantages of low-loss optical phase change materials for reconfigurable metasurfaces; ➂ The progress of reconfigurable metasurface technology and applications; ➃ The development and commercialization of wide-field-of-view metasurface optics; ➄ Challenges and opportunities in the field; ➅ The innovative aspects of double-photon lithography for photonic integration; ➆ The conversion of research outcomes into practical applications; ➇ The differences between research and industry; ➈ Overcoming challenges in the academic career; ➍ The reasons for choosing MIT and research experiences there - PCIe5&6.0, CXL, NVMe/NVMoF, SSD, NAND, DDR5, 800GE技术业内最新进展汇总
Saniffer
➀ Saniffer releases updated version 11.1 of its PCIe5&6.0, CXL, NVMe/NVMoF, SSD, NAND, DDR5, 800GE test technology and tool whitepaper; ➁ PCIe Gen6 NVMe SSD testing begins, with focus on E3.S or E1.S interfaces; ➂ FMS 2024 participation summary with 3505 attendees, including 12 Chinese companies; ➃ PCIe Gen6 interoperability issues identified and scheduled for further testing in October; ➄ AI infrastructure hardware diagnosis, analysis, and testing added to whitepaper, including AI training and inference architectures; ➅ 800G/1.6T optical module development and testing advancements driven by AI and data center demands; ➆ Nvidia starts certifying 1.6T optical modules in June 2024. - Unveiling the BBAT's AI Cluster Network Architecture
Not provided
➀ The article discusses the evolution of large models from billion-parameter language models to trillion-parameter multimodal models, necessitating a significant boost in underlying computing capabilities for ultra-thousand-card clusters. ➁ It describes the network architecture of ByteDance, Baidu, Alibaba, and Tencent's AI clusters, highlighting the use of advanced technologies like Broadcom Tomahawk 5 chips, InfiniBand, and RoCE. ➂ The article also delves into the innovative HPN-AIPod architecture of Baidu and Alibaba's HPN7 network, showcasing their high-performance and scalable designs. - Top Focuses at This Year's Lightwave Expo
微信公众号
➀ Overview of the Lightwave Expo and its focus on new optical transmission technologies; ➁ Detailed schedules and keynotes of various forums such as the Power of Light Forum, Innovation and Development Forum of Optical Innovation in Computing Centers, and Forum on Integrated Circuit Design and Manufacturing of Optoelectronics; ➂ Discussion on the progress and future prospects of full-optical network technology in the era of computing power, trends and challenges in data center optical interconnects, and the development of 5G and beyond; ➃ Release of the next-generation wireless front-haul standard and its impact on the optical industry.