1, Tao Tong: 5G 5G will create $ 13.1 trillion economic output
On November 17, Qualcomm released the company's "5G Economic Economy" that the company entrusted IHS Markit production was issued. According to the report, although the impact of the new crown virus epidemic, the 5G related employment opportunities are expected to increase by 22.3 million, reaching 22.8 million.
Cristiano Amon said: "IHS Markit's report confirms our personal experience in the market - the global 5G deployment and strong momentum, it is the core of cross-industry digital transformation Technology."
The core content of this report is 5G technology to 2035 to achieve $ 13.1 trillion sales in the world. IHS Markit has predicted the development of global GDP and 5G before the emergence of new crown epidemics. During the epidemic, the digital re-estimated adjustment is adjusted. The revised forecast after 5G output value is only reduced by about 0.6%, indicating the next generation wireless technology. It has powerful recovery.
2, Marvell released 112G SerDES connection chip based on TSM 5nm process
Anandtech report, Marvell has just released a 112G SerDes solution based on DSP (Digital Signal Processor). Modern network infrastructure depends on high-speed SERDES connections and can work under various rates and different protocols (such as Ethernet, fiber, storage, and connection structures).
The previous product has supported up to 56G connection, but the latest IP has supported it. Although Marvell is not the first manufacturer of 112G connection scheme, it is the first company that uses a 5nm process.
3, Minghao launches pure domestic SSD Taiji H5
On November 18th, the recent semiconductor industry is quite windy and clouds, in response to the call of the national core project, Ming Yu today Ji Yangtze River storage released a Taiji series H5 SATA 3 SSD with pure domestic chip. Ming Hao Taiji H5 is a pure domestic chip program. The flash particles are the 64-layer 3D TLC of the Yangtze River storage self-developed. The main control is the co-cultural MAS 9002A, 40NM CMOS process design, with 32-bit CPU kernel, 4 channel interface, SATA3.2 standard, The bandwidth can reach 560Mb / s.
4, Yunta Technology Releases World First Forward 5G and WiFi Coordination Filter Module
Yunta Technology has successfully developed the world's first 5G N79 and WiFi6 coexistence filter module, which effectively meets the urgent needs of 5G and WiFi ecology to win, and is still the first time. This series of products has creatively used the Yun Tower in the world's first mixed design (Hybrid) technology, which combines two filter principles of electromagnetic and acoustic waves in a radio frequency front end module, and gives full play to their respective lines and The performance characteristics of high inhibition have obtained the effects impossible to achieve traditional filter technology, which solves world-class problems that hinder the further development of the wireless communications industry.
5, Korean media: Samsung has a valuation advantage, but is seriously underestimated
According to Businesskorea, on November 16, Samsung Electronics stocks closed the record high of 66,300 won, which promoted the city's market value to about 394 trillion won.
Although Samsung's share price rose by 20% from the beginning of 2020, the stock price of TSMD has soared 65%. If the exchange rate of the US dollar in accordance with the day of the day (1109.3 won to $ 1), Samsung Electronics has a market value of $ 356.8 billion. According to the "Market Observation", the market value of TSMP is $ 42.2 billion. This means that the market value of Taiwan Power is $ 60 billion than Samsung Electronics.
Market analysts say Samsung Electronics have valuable value. The company's share price has no other semiconductor stocks in 2020. TSMC stocks have soared 65.34%, US semiconductor stocks such as British Weida (125.34%), high pass (68.08%) and AMD (70.53%) also have the same excellent. Samsung Electronics and Hi Keers rose only 20.11% and 3.48%, respectively. In other words, Samsung Electronics are underestimated compared to competitors, and it has a valuation advantage. In fact, Samsung Electronics's price-earnings ratio is 20 times, while TSM is 31 times, which is seriously underestimated.
6, IC Insights: The chip of 10nm or less process will enter the rapid growth period.
According to the data provided by IC Insights, the IC capacity of 10 nm or less in the next few years is expected to enter the rapid growth period, and by 2024, the chip of the process will become the industry. The maximum proportion of installation capacity. By the end of 2020, the capacity of 10 nm is expected to account for 10% of the total crystal capacity of the IC industry. It is expected to exceed 20% for the first time by 2022, and 30% of global capacity in 2024, as shown below:
7, Ericsson is expected to be expected to reach 31 trillion US dollars in the global 5G consumer market by 2030.
On November 18th, according to foreign media reports, Ericsson Consumelab's consumer research department, Ericsson Consumerlab, said that it is expected to reach 31 trillion US dollars by 2030.
The above report is expected that communication service providers are expected to earn $ 3.7 trillion, and this number may rise with the appearance of the new near-field digital service (Adjacnt Digital Services). According to this report, about 40% of these expected revenues from consumers from enhanced video under 5G networks, enhance reality, virtual reality, and cloud game spending.
8, new Intel open FPGA development stack makes custom platform development easier
At the Intel FPGA technology conference, Intel released the latest Intel open FPGA development stack. By expanded hardware, and accessible Git source code library software framework, Intel open FPGA development stack makes hardware and software and application developers easier to create custom acceleration platforms and solutions. In addition, Intel OFS provides standard interfaces and APIs, achieving higher code reuse rates, accelerating development and rapid deployment.
Dave Moore, vice president of Intel, Dave Moore, General Manager of Programmable Solutions: "FPGA continues to provide support for developers to create custom hardware, providing excellent performance, power efficiency and overall with workload from edge to cloud Cost. Today, we excitedly announce the introduction of Intel open FPGA development stack. After the early customer's success case verified the Intel open FPGA development stack to significantly reduce the R & D cycle, and improve the reuse rate of code and hardware design, for hoping to accelerate work Loaded customers and partners are ideal. "
9. President Liu Qing: Will consider launching unmanned airplane
On November 18th, when the third innovative economic forum was asked and the drip will be sent to the door with a dripper, the president Liu Qing gives a positive answer. Liu Qing said that the drip launched unmanned taxi users have a good response, and the unmanned airplane will be a good solution during the epidemic. However, it is necessary to make more people need a certain time in business.
10, Wei Lian's car Q3 net loss is 1047 million yuan fell by 58.5% of the car sales gross profit margin 14.5%
On November 18th, according to foreign media reports, local time on Tuesday, electric car manufacturers, the car released the 2020 third quarter earnings on September 30, 2020. The financial report showed that the company's revenue was 4.526 billion yuan, an increase of 146.4% year-on-year, an increase of 21.7% from the previous month; a net loss of 1.047 billion yuan, a year-on-year decreased by 11%.
The company's comprehensive gross profit margin of 12.9% in the third quarter of 2019 and the gross profit margins of the second quarter of 2020 were negative 12.1% and 8.4%, respectively; car sales gross profit margin was 14.5%, while the third year of 2019 The quarter was 6.8%, and the second quarter of 2020 was 9.7%.
This article is reported by electronic enthusiasts. Content references from Intel, Yunta Technology, Marvell, Ericsson, and reprint, please indicate the above source. Read more
Our other product:
