The competition in China's smart phone market is becoming more and more fierce. At present, there is news that OPPO will challenge 50 million shipments in the second half of the year, affecting Huawei's domestic throne. The next target of Ziguang's acquisition will be South Korea's small and medium-sized semiconductor factories. Xiaomi and Meizu's smart watches have recently been exposed, which one is more for you to expect; Pokemon Go has been infinitely beautiful, and now the data is falling, AR is a flash in the pan; the long-awaited hammer T3 is exposed to trial production, it is still unclear whether it can be released on time.
Morning time
semiconductor
1, OPPO shipment preparations in the second half of the year
Oppo and Vivo sales have been successful, especially OPPO's shipment target reached 100 million this year. As for the vivo, it is 70 million, threatening the status of China Mobile's mobile phone, and considering the supply chain of Oppo and Vivo, there are many Taiwanese companies, such as mobile phones. Wafer supplier MediaTek (2454), memory and panel supplier supreme (8112), voice coil motor VCM supplier Dunji (2459), and soft board player Ding-KY (4958), etc., so with Oppo and Vivo The momentum has skyrocketed, and the relevant suppliers' performance in the second half of the year has followed the trend.
In the first half of this year, although the panel supply of the above two major mobile phone brands has a tight snack situation, according to industry sources, although the tension is still sufficient, it is worth noting that the two brands’ shipments in the second half of the year are very optimistic and more frequent. The supply chain is rushing to supply, and the demand for components of the Oppo and Vivo brands will be 50% higher than that of the first half of the year. In addition, if the third quarter is for the third quarter, the two companies will have a single season for components. Demand is increasing by double digits compared to the second quarter.
According to Taiwan media reports, the news of OPPO and Vivo's shipments in the second half of 2016 has long since disappeared. Even those familiar with MediaTek have admitted that MediaTek's shortage of smartphone chips in the second and third quarters mainly comes from At OPPO, Vivo.
According to the source, OPPO's smartphone shipments in the second half of this year will challenge the target of 50 million units, which has already affected Huawei's throne for the mainland's domestic demand smartphone market for many years.
OPPO and Vivo's smartphone shipments will rely on mainland domestic demand in 2016, with a maximum of 60-80 million units, and will become the star of the mainland brand mobile phone market. Especially in the case that the proportion of OPPO and Vivo export markets is still far lower than that of Huawei, OPPO and Vivo will challenge the shipment of more than 100 million smartphones in 2017, and the drama of Beijing Palace is not a sensation.
Under the Oppo and Vivo belts, the relevant Taiwanese suppliers have been exposed to rain and dew in the second half of the year. At present, the mobile phone wafer factory MediaTek, MediaTek has even revealed that the third quarter mobile phone chip is tight, still difficult to solve. In addition, the industry also to Samsung's agents first, the procurement of panels and memory products, and in the direction of the soft board, the main benefit of the Taiwanese factory, the devaluation and its deep relationship with the Ding-KY, in addition to indirect purchase from Dunji The voice coil motor, in other words, the blush of Oppo and Vivo, allows the relevant Taiwanese suppliers to follow the big tonic, and the third quarter or even the second half of the year can be expected to grow.
2. The next target of Ziguang's acquisition is to target small and medium-sized semiconductor factories in Korea.
Following the loss of the world's third largest memory factory, Micron, and the world's second largest packaging and testing foundry, according to South Korea's "Korean Daily" report, South Korea's focus on chip design of fabless semiconductor companies such as Silicon Mitus, Map and ZiniTIx, etc. Recently, they have been negotiating with Tsinghua Unisplendour.
Founded in 2007, Silicon Mitus specializes in power management ICs with an annual turnover of 100 billion won. Founded by former employees of Fairchild Semiconductor, a US analog IC manufacturer, Map is specialized in wireless charging chips and is mainly exported to China and the United States. As for ZiniTIx, it is an NFC chip developer. The report said that due to the saturation of the Korean domestic market, the profits of these Korean chip design manufacturers have continued to decline in recent years. Samsung and Hynix are two major semiconductor companies in Korea, mainly developing memory chips and owning their own factories.
In 2015, Tsinghua Unisplendour tried to buy Micron, the world's third-largest memory factory, for $23 billion, which was not successful because of the US government's blockade. In addition, Tsinghua Unisplendour participated in the private placement of counterfeit goods in the form of capital increase, which was cancelled at the end of April this year due to problems such as supervision. Perhaps because of the complicated conditions of mergers and acquisitions of large companies, Tsinghua Unisplendour changed its strategy and started from small businesses.
Last month, Tsinghua Unisplendour acquired more than 50% of Wuhan Xinxin and established “Wuhan Changjiang Storage Technology Co., Ltd.â€, based on Wuhan Xinxin’s existing 12-inch advanced integrated circuit technology R&D and manufacturing capabilities. Expand the current IoT business layout of Wuhan Xinxin and focus on the development of large-scale storage. Ziguang also purchased a 6% stake in Lattice and plans to acquire US Semiconductor.
It is reported that Zhao Weiguo, chairman of Ziguang Group, wants to make the company a world-class chip giant that can compete with Intel, and has developed a $30 billion investment plan for this purpose.
However, according to the news of the micro-network, perhaps Ziguang had contact with these Korean companies, but if Ziguang targets a small and medium-sized semiconductor factory in South Korea, the news is very unreliable, even if the probability of acquisition of these companies is also not tall.
wearable
Xiaomi, Meizu smart watch Qi exposure
Xiaomi announced that it will hold a new product launch conference with China Mobile on August 25. It is reported that the launch will launch Xiaomi Note 2 and Red Rice. In addition, there is also a Xiaomi smart watch launched in the same period.
From the exposure picture, the back of the millet watch has a clear designed by Huami in California, indicating that this watch is designed and manufactured by Xiaomi ecological chain enterprise Huami Technology - Huami's industrial design team is also located in California, USA. Silicon Valley. In addition, the phone is also equipped with a heart rate sensor, the strap is made of silicone material, the color matching uses "millet orange" and the black matching with the dial.
Previously, some insiders broke the news, this smart watch does not seem to have a call function, the market positioning should be similar to Garmin watches. With long standby and GPS motion function, positioning motion detection use, estimated price of 1000 yuan.
Coincidentally, the Meizu smart watch is also exposed!
Meizu named it Meizu Light Smart Watch Mix, which has already started Taobao crowdfunding.
Information shows that the watch uses a quartz/mechanical watch + smart sensor design. The body is made of 316L stainless steel and the surface glass is made of sapphire. With gyroscope, accelerometer and geomagnetic sensor, it supports Bluetooth BLE4.0, supports up to 30 meters of waterproof, and has a built-in 270 mAh battery for up to 240 days.
Support functions include sports step counter, real-time tracking, vibrating alarm clock, mobile phone search, and automatic calibration. At present, its minimum subscription price on Taobao crowdfunding is 999 yuan.
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