Ningde Times said that sodium ion batteries will form a basic industrial chain in 2023

On July 29, Ningde times released the first generation of sodium ion battery, and the single cell energy density reached 160wh / kg, which is the highest level in the world. Charge at room temperature for 15 minutes, and the power can reach 80%. In the low temperature environment of minus 20 ° C, there is still more than 90% discharge retention rate. Now Ningde Times said that the company has started the industrialization layout of sodium ion batteries and will form a basic industrial chain in 2023.

Felix comments:With the gradual development and growth of the electric vehicle industry, some industrial weaknesses have begun to be exposed, one of which is mileage anxiety. Of course, for electric vehicles, mileage anxiety is caused by many reasons, such as the poor convenience of charging infrastructure, the obvious shrinkage of battery pack mileage in winter, and of course, the slow charging speed of vehicles. These problems are actually carried out around one point, that is, the battery of electric vehicles.

At present, electric vehicles basically use lithium-ion batteries, whether ternary lithium batteries or lithium iron phosphate batteries. Even if the fast charging method is adopted, it takes almost 1-2 hours to fill, and the slow charging takes 8-10 hours. This efficiency is incomparable with that of traditional fuel vehicles. Therefore, in terms of solving mileage anxiety, in addition to more fast charging facilities, we also need to make breakthroughs in the battery.

If the sodium ion battery can form a perfect industrial chain, not only will there be less reserves at one end of the raw materials, but also will greatly improve the user’s satisfaction in the use of the car. At that time, the fuel vehicle will have almost no advantage.

Glory smart manufacturing industrial park officially unveiled and will produce glory medium and high-end smart phones

On November 4, glory smart manufacturing industrial park was launched and will be used to produce glory medium and high-end smart phones.

It is understood that glory Intelligent Manufacturing Industrial Park has high-precision automatic manufacturing equipment, and the automatic precision assembly equipment of 89 ° hypersurface screen can realize the assembly with an accuracy of 75 microns (one hair diameter). 75% of the processes of the production line are completed by automatic equipment, of which more than 40% of the equipment comes from independent research and development, and a mobile phone can be produced every 28.5 seconds.

Monika comments:Since the independence of glory, many R & D centers have been added. In July this year, Xi’an glory Terminal Co., Ltd. officially settled in Xi’an. It has built four global R & D centers in Beijing, Shenzhen, Xi’an and Nanjing. The appearance of glory Intelligent Manufacturing Industrial Park will continue to lay a competitive foundation for the glory of entering the high-end market. According to public information, glory Intelligent Manufacturing Industrial Park was put into operation in Pingshan District, Shenzhen in September this year, with an annual output value of nearly 10 billion yuan.

Most people in the industry believe that, like Huasan, Huichuang and other independent enterprises from Huawei, glory also inherited the “Huawei gene” and began to expand its ambitions in its own field. From the market data, glory has high development potential in both low-end and medium and high-end markets. In the third quarter of 2021, glory returned to the top three of the domestic smartphone market with 18% market share, and the shipment volume reached 14.2 million units, with a year-on-year increase of 25%. Among them, glory magic series successfully broke through the high-end market. With the popularity and user base, the R & D team and production line have also attracted much attention. However, it is certain that glory Intelligent Manufacturing Industrial Park will become an important “strategic energy storage position” for glory to enter the high-end market.

In the third quarter, global wafer shipments increased by 3.3% month on month, but prices continued to rise

On November 5, according to the statistics of the International Semiconductor Industry Association (semi), the global semiconductor silicon wafer shipment reached 3.649 billion square inches in the third quarter, an increase of 3.3% month on month, continuing to reach a record high. Semi said that the demand for semiconductor silicon wafers is expected to maintain a high level due to the addition of many wafer factories in the next few years.

Previously, semi also publicly said that with the growth of semiconductor demand, especially in the fields of logic, OEM and storage, it is expected that the global silicon wafer shipment will increase significantly in the next few years, and the silicon wafer shipment is expected to increase by 13.9% year-on-year in 2021. At the same time, semi predicts that the growth momentum will continue in the next few years, but may be weakened by the slowdown of the pace of macroeconomic recovery and the opportunity to increase the wafer production capacity required to meet the growing demand.

Simon comments:From the data, the output of silicon wafers continues to grow and hit a record high. Obviously, this deviates from the general understanding of shortage and price rise in the semiconductor market. Since the upstream wafer is continuously supplied and the shipment volume has reached a record high, why is there still a continuous shortage and shutdown in the downstream?

On the other hand, the strong demand in the terminal market in the first half of this year has made many relevant enterprises profitable. However, in the second half of this year, as the demand gradually returns to rationality, it can also be seen from the financial reports of many enterprises that the profitability has fallen compared with the first half of this year.

However, the upstream wafer foundry continues to be hot. It is reported that the supply of wafer foundry capacity will exceed the demand until 2022. Many large wafer foundry also began to raise prices. For example, the price of TSMC has increased by 10% – 20%, and the prices of liandian, lismc and world advanced have increased by 10%. At the same time, it indicates that the capacity has been sold out in the first half of the year.

Wafer production continued to reach a record high, but the wafer foundry said that the supply was in short supply and the demand in the terminal market was weak. So where did the goods go? The semiconductor industry chain is long, and the goods will not disappear out of thin air, but will accumulate in it. For many downstream semiconductor manufacturers, avoiding over ordering and volume planning will be the next focus.

Apple’s chip the size of a mint bean caught the entire maintenance market by surprise

Recently, maintenance experts found that Apple embedded a microchip at the bottom of the screen of its latest iPhone 13 series, which is only the size of a mint bean. It is said that the chip can pair the display with the iPhone. If the user installs a third-party display without authorization, the face ID function will be disabled. Apple authorized service providers can use Apple’s proprietary software to record the repair behavior and synchronize the new display serial number information to the microchip.

Kevin comments:With the popularity of Apple mobile phones, the maintenance market has also become extremely prosperous. In the third-party maintenance market, many maintenance stores rely on the maintenance of Apple mobile phones. The screen, battery, camera module, or the previous touch ID module is the most common maintenance of Apple mobile phone. Because the original parts of apple are more expensive, it also promotes the development of the domestic third-party after-sales chip and module market. There are also many domestic chips in the supply chain of the third-party maintenance market.

Now Apple has taken the whole maintenance market by surprise with a small chip. Not only the maintenance stores are affected, but also many chip and module manufacturers may be affected. Of course, there are always ways. Either join Apple’s authorized maintenance ranks or break the restrictions of this chip.

Automobile chip shortage alleviated? Ford’s sales and inventory improved significantly in October

Recently, Ford Motor announced that its new car sales in the United States in October were 175918, a year-on-year decrease of 4%, which was significantly narrower than that in previous months. This is Ford’s best sales since April and the first time since May that the year-on-year decline narrowed to single digits.

The continuous improvement of inventory and new products has made Ford the best-selling carmaker in the United States for the second consecutive month. The last time this achievement was achieved 23 years ago.

Hobby comments:In the past year, Ford has been plagued by the shutdown and production reduction caused by lack of core. In Ford’s Q3 financial report this year, the net income decreased by as much as 24%, and the quarterly revenue was $35.7 billion, a decrease of 4.8%. At the beginning of the third quarter, Ford also revealed that 60000 to 70000 cars could not complete production because of waiting for the supply of chips and related parts.

However, Ford said last month that the chip supply situation had improved. In fact, it did so from the just announced October sales and inventory situation. Ford’s inventory in the United States in October has reached 243000, an increase of 7000 compared with September. However, considering that Ford’s inventory has been at a record low due to chip shortage, it is obvious that it has improved significantly in recent months.

Although it has improved compared with the lack of core in the first half of this year, it is still a mystery whether this situation can continue to improve. Ford CFO said last week that they expected the chip shortage to continue until next year. However, it is believed that under the condition that major factories actively expand production capacity, the severity of core shortage will be greatly reduced next year.

Leave a Reply

Your email address will not be published. Required fields are marked *