➀ Zhonglan Electronics remains the top VCM motor supplier in China; ➁ Haoze Electronics, backed by Xiaomi, is a leading VCM motor supplier and a hot candidate for the 'first share of VCM motors'; ➂ New Thinking is recognized as the 'Huangpu Military Academy' in the industry, leading in OIS optical image stabilization motors; ➃ Bilu Electronics is one of the few profitable motor manufacturers, closely tied with Huawei; ➄ Jiangxin Micro, based in Baotou, has significant cost advantages in the mid-to-low-end motor market due to its rare earth resources; ➅ Yuhua, with strong ties to camera module manufacturer Qtech, is expanding its high-end motor production in Xiamen.
Recent #technology news in the semiconductor industry
➀ The electronics industry's supply chain is undergoing significant transformation due to globalization and technological advancements, with challenges including complexity, sustainability, and globalization. ➁ Key strategies for addressing these challenges include technology-driven innovation, sustainable green supply chain management, and building a flexible supply chain system. ➂ Electronica India 2024 will focus on these trends and technologies, with WIN SOURCE showcasing its advanced supply chain solutions and recent market advancements.
➀ The Witcher 3 becomes the first AAA game to run on an RISC-V machine using Box64, Wine, and DXVK. ➁ Challenges included limited OpenGL support and the need for more x86 instructions in RISC-V. ➂ Progress was made with the introduction of devices like the Milk-V Pioneer and the SpacemiT K1/M1 SoC, which support RISC-V Vector Extension (RVV). ➃ RISC-V still lacks certain critical instructions for efficient x86 emulation compared to other architectures. ➄ Despite limitations, The Witcher 3 runs at up to 15 fps in-game and full speed on the main menu on RISC-V hardware.
➀ A team of engineers has developed a new two-dimensional, low-power field-effect transistor, overcoming key barriers in chip design. ➁ The innovation focuses on resolving high gate leakage and low dielectric strength issues, critical for miniaturization. ➂ The use of single-crystalline aluminum oxide as a dielectric marks a significant advancement in transistor technology.
➀ China's semiconductor industry is estimated to be only 3 years behind TSMC in terms of technology and production capabilities. ➁ The latest Huawei smartphone, Pura 70 Pro, uses a 7nm processor manufactured by SMIC, which performs similarly to TSMC's 5nm processors. ➂ Despite U.S. export restrictions, China has been steadily improving its semiconductor production technology by procuring non-restricted equipment and focusing on domestic production.
➀ Xiaomi is set to launch its proprietary smartphone SoC in the first half of 2025, utilizing the N4P process and aiming for performance comparable to Qualcomm's Snapdragon 8 Gen1 or Gen2. ➁ The chip will likely be produced by TSMC or Samsung, despite U.S. limitations on advanced process technologies. ➂ For the 5G baseband, Xiaomi may opt for an external solution from MediaTek or UNISOC, with UNISOC being the preferred choice due to supply chain safety and cost efficiency.
1. Apple may announce a new iPad mini at its September 9th event, according to Mark Gurman. 2. The new iPad mini is expected to feature an M-Series chip to support Apple's AI ambitions. 3. Other potential upgrades include modest improvements to cameras, storage, and connectivity hardware.
1. Nvidia's revenue growth is slowing significantly; 2. Delays in the release of new Blackwell chips could impact growth and stock valuation; 3. Hedge fund Elliott Investment Management labels Nvidia as a 'bubble', raising concerns about future demand and growth potential.
➀ The release of the game 'Black Myth: WuKong' has led to a surge in demand for high-performance PCs and PS5 consoles in Shenzhen's Huaqiangbei district. ➁ PC hardware sales have increased significantly, with some components experiencing price hikes due to supply shortages. ➂ Despite a price increase of several hundred dollars, PS5 consoles are selling out rapidly, with consumers eager to purchase them.
➀ All KIOXIA flash memory products are manufactured in Japan, leveraging the reputation for high-quality Japanese-made goods. ➁ KIOXIA, formerly Toshiba, invented flash memory, giving them a deep understanding of its technology and internal structure. ➂ KIOXIA focuses on educating users about their brand and flash memory technology to enhance brand recognition.
1. Developers are facing challenges in optimizing games for the Xbox Series S due to its lower power compared to the Xbox Series X. 2. Del Walker, a video game artist, expressed frustration with the need to simplify high-end games for the Series S. 3. Several games have either skipped or delayed their Xbox launches due to compatibility issues with the Series S.
➀ Smartphones market rebound boosts CMOS sensor suppliers' performance. ➁ Chinese CMOS companies like OV, GalaxyCore, and Smartsens report significant revenue and profit growth. ➂ Huawei and Xiaomi adopting domestic CMOS sensors in high-end models, aiding in narrowing the gap with international competitors.
1. j5create introduces the JCH167W, a 4-in-1 multi-adapter that enhances functionality via USB Type-C; 2. The adapter is designed with a slightly longer USB Type-C connector to accommodate smartphones with protective cases and features a design that integrates with the smartphone; 3. It offers interfaces including microSD and SD card slots, USB 3.0 Type-C, and USB PD-supported USB Type-C for input (100W) and output (95W), making it compatible with smartphones, tablets, and PCs with USB Type-C.
➀ The smartphone industry has stagnated post-5G, with AI now seen as a potential game-changer. ➁ Apple plans a major AI-focused product launch in September 2024, aiming to redefine AI in smartphones. ➂ The industry faces significant challenges with stagnant growth and over-reliance on minor innovations, leading to a saturated market. ➃ AI integration in smartphones could revolutionize user interaction and potentially revitalize the market, but the competitive landscape remains uncertain.
➀ Jinghe Integrated Circuit and Smartsens have jointly developed the industry's first 180-megapixel full-frame CIS, breaking Sony's long-standing monopoly in the ultra-high-pixel full-frame CIS market. ➁ This breakthrough marks the successful application of photomask stitching technology in large-format sensor fields and sets the stage for future development of larger sensors. ➂ The collaboration between Jinghe Integrated and Smartsens represents a significant step forward for domestic manufacturers in the high-end camera technology sector.
➀ Enabled more HomeKit-compatible Lumi devices and updated some old smart switches. ➁ Connected devices from various brands including Lumi, Xiaomi, Tuya, Unifi, and QNAP using Home Assistant for cross-brand integration. ➂ Introduced more screen-equipped devices to enhance usability, eliminating the need for labels on switches. ➃ Installed air conditioner and fresh air controllers, though setup was postponed due to time constraints.
➀ UCIe is an open, multi-protocol interconnect standard for connecting multiple chips within the same package, aiming to support a vibrant ecosystem for disaggregated chip architectures. ➁ It supports various protocols including PCIe, CXL, and Streaming, and allows for the mapping of any chosen protocol as long as both ends support it. ➂ UCIe includes elements necessary for SoC construction and package-related features such as bump placement and thermal solutions. ➃ The UCIe manageability architecture provides a standardized test and debugging infrastructure for UCIe-based SiPs. ➄ UCIe supports three packaging options: standard (2D), advanced (2.5D), and UCIe-3D, catering to a range of performance and cost requirements.
1. AOC has announced the European launch of its Agon Pro AG326UD 4K QD-OLED monitor at Gamescom 2024. 2. The monitor features a 31.5-inch QD-OLED panel with a 165 Hz refresh rate, 0.03ms response time, and supports VESA DisplayHDR 400 True Black. 3. It includes ergonomic adjustments, multiple connectivity options, and gaming-specific features, with an expected price of around €850.
➀ PCIe technology is undergoing a significant transformation with the adoption of optical interconnects, driven by the increasing demand for high-speed data transmission and computing. ➁ The development of optical interconnect technology is gaining momentum, with multiple vendors introducing solutions related to PCIe, accelerating its application in data centers. ➂ Copper-based PCIe is facing challenges, and optical interconnects are poised to become the backbone of data transmission, offering longer distances and higher data rates. ➃ PCIe-SIG is actively exploring optical connections, establishing an optical working group to standardize optical PCIe, aiming to enhance AI model performance and GPU utilization. ➄ Various industry players, including connection technology companies, IP vendors, and chip manufacturers, are contributing to the advancement of PCIe optical interconnects, ensuring its practical implementation and scalability.
➀ Asus and Gigabyte demonstrate new easy release mechanisms at Gamescom. ➁ New motherboard designs simplify the installation and removal of PCIe components. ➂ MSI introduces a lock button for SSDs and a side-mounted GPU slot release button.