Today’s Focus

Giant Trends

iPhone 15 will be equipped with Apple’s self-developed chips for the first time

Supply Chain sources say that the iPhone 14 launched by Apple next year will be equipped with Qualcomm's 4nm process Qualcomm 5G modem chip X65 and radio frequency IC, paired with Apple's A16 application processor. The iPhone 15 launched in 2023 will all use self-developed chips for the first time. The 5G chip will use TSMC's 5nm process, the radio frequency IC will use TSMC's 7nm process, and the A17 application processor will be mass-produced using TSMC's 3nm process.

Cook’s salary in 2021 will be nearly US$100 million

Apple’s shareholder proxy statement submitted to the U.S. Securities and Exchange Commission shows that Apple CEO Tim Cook’s total compensation in 2021 is 98.7 million US dollars (approximately 630 million yuan). 2021 is also Cook’s tenth year as Apple CEO. Documents show that Cook will earn a base salary of $3 million in 2021 and receive $82.3 million in stock awards. These stock awards are restricted stock units that will vest over time and include $44.8 million in performance stock awards and $37.5 million in tenure stock awards.

Zuohu Liu announced that Li Jie will be the president of OnePlus China

OnePlus founder Liu Zuohu announced through Weibo that Li Jie will serve as the president of OnePlus China and be fully responsible for the business in China. I will focus more on product research and development. Li Jie joined OPPO in 2010 and has been responsible for Find series product planning, product roadmap planning, hardware strategic planning, and OPPO China strategic planning and product roadmap since 2013. Starting from September 2021, Li Jie will also serve as the head of user operations for OPPO China. During his 11 years at OPPO, Li Jie created popular products such as the Find7 flagship and the R series, which sold more than 20 million units of a single model. OnePlus’ latest flagship OnePlus 10 Pro will be released soon.

Honor Magic V folding screen flagship will be released tonight

Honor will hold a new product launch conference at 19:30 tonight on January 10th to officially launch its first folding screen mobile phone ——Honor Magic V, and Honor CEO Zhao Ming once stated through Weibo that Honor Magic V will definitely be the leading folding screen mobile phone in 2022. According to the news, Honor Magic V will adopt an internal and external dual-screen design. The internal main screen is 8 inches and the external secondary screen is 6.5 inches. Both screens support high refresh rate, one supports 90Hz and the other supports 120Hz. This is not only Honor's first folding screen phone, but also the industry's first folding screen phone to use the new generation Snapdragon 8 processor. It is built on Samsung's 4nm process and uses the ultra-large core Cortex X2. The CPU frequency exceeds 3.0GHz and the GPU is Adreno 730.

TSMC’s prepayments this year may reach US$5.42 billion

According to supply chain industry news, TSMC’s production capacity continues to be in demand, with dozens of customers including AMD, Apple, Nvidia and Qualcomm ensuring subsequent shipments. TSMC will receive more than 5.42 billion US dollars in advance payment this year, and its annual revenue is expected to continue to hit new highs.

Hisense will release China’s first fully self-developed 8K AI image quality chip

Hisense TV will release China’s first fully self-developed 8K AI image quality chip on January 11 at 14:00 pm Click to publish in Beijing. The company said that ultra-high-definition display quality processing chips supporting 8K resolution have begun production.

According to the 2021 semi-annual report, ultra-high-definition display quality chip products have formed technical barriers in 4K/8K display quality processing technology, including motion estimation and motion compensation, stacked screen display control, image super-resolution improvement, and multi-zone dynamic backlight control. , dynamic contrast enhancement and other aspects; it leads the world in TV TCON (timing control chip) shipments.

Fire at ASML factory may affect EUV production

Recently, a fire broke out at a ASML factory in Berlin, Germany, and ASML conducted a preliminary damage assessment. The company said it currently believes that its output plans for measurement and testing products will not be affected. Production of DUV lithography machine components has been restarted and is expected to remedy this problem in a way that will not affect DUV production and revenue plans. In terms of EUV, the fire affected the production area of ??a module in the EUV production system. Plans to resume production in the area are still being worked on and measures will be taken to minimize the potential impact of the fire on EUV customers.

Microsoft Advertising has reached more than 1 billion people around the world

Microsoft internal data and Comscore show that Microsoft Advertising is celebrating a new milestone, reaching more than 1 billion users of its advertising products . The ads appear in Outlook, AOL, Yahoo, Microsoft News/MSN.com, and several other Microsoft content and premium publisher partners. Microsoft Advertising says their audience is valuable, too. 57% of people are between the ages of 16 and 44, and 51% have a college degree. 21% of users are entrepreneurs or interested in starting a business, and 20% of users are more likely to be senior decision-makers. Microsoft reported that search advertising revenue increased by $788 million or 10 in 2021 to $8.528 billion. Yet this still only accounts for 5% of Microsoft's revenue.

Meta’s head of global communications leaves the company

Meta Platforms Inc.’s head of communications said in a post to employees that he is leaving the company. That leaves an executive vacancy at the unit that manages controversies surrounding the tech giant. John Pinette has been in charge of the company's external communications department since 2019. Before joining what was then Facebook, Pinette handled business and philanthropy matters for late Microsoft co-founder Paul Allen. He has also been in charge of communications for Google's Asia operations and worked for Microsoft co-founder Bill. Gates provides consulting services.

Amazon shortens the quarantine time for employees infected with the new coronavirus

Amazon shortens the time its employees in the United States must quarantine after testing positive for the new coronavirus, after the U.S. Centers for Disease Control and Prevention (CDC) recently Guidance on isolating people infected with coronavirus has been shortened. Amazon informed that those employees who test positive can return to work after seven days of quarantine. This is longer than the CDC recommended quarantine period, which reduced quarantine guidance from 10 days to five days. Amazon does not require employees to test negative for COVID-19 before returning to work, in compliance with CDC regulations.

Samsung Tizen mobile app store is closed

Samsung Tizen app store has officially closed and will no longer be open to new and existing users from 2022. Last June, the company closed registration and opened the store only to existing users to obtain previously downloaded apps. Tizen is a hybrid of Intel MeeGo system and Samsung LiMo system, supporting a variety of devices such as smartphones, tablets, smart TVs, netbooks, and in-car information and entertainment systems. The last Samsung Z4 phone running Tizen OS was released in 2017.

GameStop enters the NFT and cryptocurrency market

People familiar with the matter revealed that GameStop will set up a department to develop a non-fungible token (NFT) market and Establish cryptocurrency partnerships. The company has hired more than 20 employees to operate the unit, which will establish an online center for buying, selling and trading NFTs for virtual gaming goods. The company is asking select game developers and publishers to launch NFTs on the marketplace, which will launch later this year. GameStop is also close to signing a cooperation agreement with two encryption companies to share technology and jointly invest in the development of games using blockchain and NFT technology, as well as other NFT-related projects.

Snap sues the U.S. Patent and Trademark Office

Snap, the parent company of Snapchat, sued the U.S. Patent and Trademark Office (USPTO) after the office rejected Snap as the company’s wearable smartphone Eyeglasses applied to register the "spectacles" trademark. The USPTO's Trademark Trial and Appeal Board said in its opinion in November that the word "spectacles" is generic and Snap does not have the distinctiveness to use the word as a trademark. Snap said its competitors were selling products as "smart glasses" or "camera glasses" instead of "spectacles."

Google was ruled to infringe Sonos audio patents

Industry News

The National Copyright Administration interviews major record companies, songwriting copyright companies and digital music platforms, and the request should be approved Settlement is based on a guaranteed deposit plus actual usage share model, and exclusive copyright agreements are not allowed except in special circumstances; improve the internal copyright management system, authorize music works to have a clear music library catalog and clear copyright ownership, and maintain the legality of the copyright owner of musical works and related rights holders rights and interests. China’s State Administration for Market Regulation issued an announcement in July last year, ordering Tencent and its affiliated companies to terminate exclusive music copyrights within 30 days, stop high-payment payments and other copyright fee payment methods, and not require upstream copyright parties to give them an advantage over the competition without justifiable reasons. Opponent's conditions and other measures to restore market competition.

Corporate News

Samsung Electronics released a performance report, preliminary verification of operating profit of 51.57 trillion won in 2021, an increase of 43.29% from the previous year, setting the highest operating profit in history. Sales volume was 279.04 trillion won, an increase of 17.83% from the previous year. Sales in the fourth quarter of 2021 were 76 trillion won, a year-on-year increase of 2.73%, and operating profit was 13.8 trillion won, a year-on-year decrease of 12.77%.

LG Electronics released a performance report, preliminarily verifying that the operating profit for 2021 will be 3.8677 trillion won, a year-on-year decrease of 1. Sales were 74.7219 trillion won, a year-on-year increase of 28.7%. This is the first time that the company's annual sales have exceeded 70 trillion won, setting a record for annual sales. Sales in the fourth quarter increased by 20.7% year-on-year to 21.0089 trillion won. This is the first time in history that sales in a single quarter have exceeded 20 trillion won. However, operating profit decreased by 21% year-on-year to 681.6 billion won.

Micron Technology released its financial report for the first quarter of fiscal year 2022 (September 3, 2021 - December 2, 2022). Quarterly operating income was US$7.687 billion, down 7% from the previous quarter and up 33% year-on-year; net profit was US$2.306 billion, down 15% from the previous quarter and up 187% year-on-year.

Micron Technology stated that the quarter-on-quarter decline in quarterly results was mainly due to the decline in DRAM and NAND sales, of which DRAM product sales fell by 8 and NAND sales fell by 5. The reason was that some customers were experiencing weak overall demand due to shortages of chips or components other than storage.

IDC announced the China enterprise storage market tracking report for the third quarter of 2021. The report shows that in the third quarter, China's storage market sales were 10.8 billion yuan and shipments were 64,000 units, a year-on-year increase of 23% and 16% respectively. Inspur Storage's sales increased by 54% year-on-year this quarter, ranking first in China; among them, all-flash storage sales ranked among the top two in China for two consecutive quarters.

In the "Magic Quadrant for Cloud Database Management Systems" released by Gartner, Amazon Cloud Technology was named the leader in cloud database and data analysis services. The report shows that Amazon Cloud Technology ranks highest in terms of execution capabilities. Amazon Cloud Technology currently provides more than ten specially built database services, supporting eight data types: relational, key-value, document, memory, graph, time series, wide column and ledger.

USI expects to mass-produce IGBT and SiC power modules used in inverters for electric vehicles in 2022. USI received a long-term order for power modules from European customers in 2019. They are used in on-board chargers (OBCs), which are currently the standard for all electric vehicles and plug-in hybrid vehicles. match.

Quectel and Point One Navigation jointly launch the latest model of the LG69T series of automotive-grade high-precision positioning GNSS modules, LG69T-AM. The module is equipped with the Point One positioning engine and integrates its GNSS enhanced positioning technology and open source API to achieve centimeter-level precision positioning. It is also cost-effective and easy to use.

SAIC Passenger Cars officially awarded TUV Rheinland’s automotive electronic electromagnetic compatibility (EMC) laboratory in Guangzhou an EMC testing test approval certificate. TUV Rheinland will help SAIC Passenger Cars strictly control the safety of parts in the EMC development verification test project, and provide more efficient, high-quality testing, certification and technical services to SAIC Passenger Cars' parts suppliers in South China and even across the country.

TUV Rheinland and BOE jointly launched "worry-free folding" performance testing standards for notebook displays. This standard can be used as a basis for relevant terminal product brands to select displays with high folding reliability, and also provides guidance for medium-sized flexible display manufacturers to evaluate the folding performance of their products.

proteanTecs announced a commercial agreement with high-performance computing application-specific integrated circuit (ASIC) company Shixin Electronics to provide ASIC production visibility to fabless semiconductor companies in Greater China. proteanTecs provides this visibility based on Universal Chip Telemetry (UCT) technology, an intelligent on-chip monitoring method, combined with knowledge-based machine learning algorithms.

Digital network integrator STL has announced its commitment to become a carbon-neutral company by 2030. STL has developed a 20-year roadmap to realize its commitment to sustainability and social goals and achieve the United Nations Sustainable Development Goals: net-zero emissions from manufacturing sites by 2030 and “zero waste to landfill” for 100 of its sites by 2030. "Buried", 100 sustainable procurement, and water consumption will become positive by 2030.

Zuddl, an all-in-one platform for virtual and hybrid events, announced that it has completed a Series A round of financing led by Alpha Wave Incubation (AWI) and Qualcomm Ventures LLC. Got $13.35 million.

Existing investors GrowX and Waveform Ventures also participated in the round. The funds raised in this round of financing will be used to accelerate product development and scale up globally, with the U.S. market being a top priority.

LEWITT has released the brand’s latest global flagship microphone LCT 1040 in the Chinese market. It is mainly used in professional recording studios. The LCT 1040*** has four different all-analog tube tones: clear, warm, deep, and saturated. The LCT 1040 is also equipped with a precise field-effect transistor circuit, which can be seamlessly integrated with the tube circuit to create hybrid sounds, and can even achieve dual outputs.