Arm’s annual revenue reached a new high and the prospect of IC design is promising



On May 12, arm (anmou), a subsidiary of Softbank group, announced that its revenue in fiscal year 2021 hit a record high. As of March this year, arm’s annual revenue was $2.7 billion, with an annual increase of 35%. In terms of business contribution, the annual chip design licensing fee revenue reached $1.13 billion, with an annual increase of 61%, and the royalty revenue was $1.54 billion, with an annual increase of 20%.



Lily comments:According to the “design IP report” released by ipnest in May 2022, arm ranks first, far ahead and firmly ranks as the number one IP supplier. The market share is as high as 40.4%. Synopsys and cadence, two EDA manufacturers, ranked second and third. In 2021, the global IP market increased by 59.3%, and arm, which ranked first, only increased by 33.7%. Synopsys ranked second increased by 140.9% and cadence ranked third increased by 167.2%.



Arm technology is widely used, mainly in 95% of smart phones, PCs, servers and automotive electronics in the world. Ren Haas, chief executive of arm, said that arm’s authorized business exceeded US $1 billion in fiscal year 2021, which was the best achievement in history. In the last fiscal year, the shipment of chips produced by ARM technology was as high as 29.2 billion, and nearly 8 billion in the fourth quarter alone. The continuous development of electrification and automobile computing capacity has made arm’s investment in automobiles continue to return in the past three to four years, and the revenue of related businesses more than doubled.



Arm is optimistic about the chip demand brought by the next wave of scientific and technological innovation, such as cloud computing, automobile and autonomous system, Internet of things and metauniverse. The company is investing more in product roadmap and engineering talents to provide the solutions needed by ecological partners. Of course, the number of players using risc-v is increasing, and arm also needs to face new challenges from competitors of open source architecture.



Lattice core uses Boston power’s robot dog to realize factory automation



Boston Dynamics announced today that the well-known semiconductor foundry grid core 200mm wafer plant in Burlington has begun to deploy spot robot dogs to automate the data collection process in condition monitoring and predictive maintenance.



Leland comments: for industrial scenarios such as wafer factories, the vast majority of equipment has a long life cycle and slow replacement rate, so the automation of data collection cannot be realized directly through equipment replacement. Semiconductor equipment has a wide range of detection points and tricky locations. The route of installing sensors on all equipment assets to realize transmission is obviously not ideal in terms of cost.



The robot dog gives a new scheme for equipment monitoring. Taking the spot robot dog of Boston power as an example, the robot dog can travel to the position where semiconductor equipment is usually difficult to reach, or go up and down the steps, and use the sensor on the robot dog to monitor the equipment status. Of course, the Boston powered spot robot dog itself cannot complete these tasks, but can only complete simple travel, obstacle avoidance and sensor data collection. The real provider of testing solutions is a software solutions company called levatas.



Through programming and model training, levatas can detect the temperature of vacuum pumps, motors and other equipment in the wafer factory through the thermal imaging camera on the spot robot dog. With the help of AI model, spot can also obtain the readings on the analog meter. However, although the robot dog can complete this industrial automation task, because it is not real-time detection, this scheme must only be used for some predictive maintenance work, such as helping the wafer factory plan maintenance time and operation time.



Terminal demand is sluggish, and the price of mobile phone panel is declining




On May 12, cinno research data pointed out that due to the sluggish terminal demand, the price of a-Si / LTPS smartphone panel was still in the downward channel in April, continuing to decline by US $0.1; Although the overall price of AMOLED panel remained basically flat in April, the price of flexible AMOLED mobile phone panel will decline in May after being flat for 17 months.

Data source: cinno research


The agency believes that in the second quarter, under the combined influence of multiple factors such as the conflict between Russia and Ukraine, the closure and control of the domestic epidemic and inflation, the terminal demand continues to be sluggish. After reducing the annual target at the beginning of the year, the major mobile phone brands continue to revise this year’s shipments. At present, the annual shipment target has been reduced by more than 10% compared with the beginning of the year.



Simon comments: at present, the news from major terminal manufacturers is that consumer demand is sluggish, leading to the reduction of orders from downstream manufacturers. Some original manufacturers say that their customers have never seen this situation in decades. This also indicates that the domestic market is facing severe turbulence.



On the one hand, affected by the epidemic, the market consumption demand is depressed. On the other hand, due to the continuous international trade conflict, it is difficult for many manufacturers to cook without rice. At the same time, the iteration of upstream technology is not as expected, so that the experience of end products has not been greatly improved.



Take mobile phones as an example. Today, Android high-end smartphones basically use Qualcomm chips, but its latest Xiaolong 8gen1 is not different from Xiaolong 888. It is even better than Xiaolong 870 in heat dissipation and endurance. This performance is difficult for consumers to pay for. This also leads to sluggish mobile phone sales, which affects the upstream industrial chain. The panel is only one aspect, but also includes many related semiconductor industries such as mobile phone processor, RF chip, battery, power amplifier chip and so on.



With the rapid growth of special industrial robot market, the layout of Estun robot expands



Estun benefited from the breakthrough of new energy head customers and the continuous expansion of industrial application scenarios, and paid close attention to the rapid growth of lithium battery, photovoltaic and other new energy industries. The overall robot body and intelligent manufacturing business of Estun increased by 15.34% year-on-year, of which the domestic market revenue of robot body increased by 104.70%, and the special welding robot achieved 153% high-speed growth in the Chinese market with CLOOS running in.



Sisyphus comments:In the domestic special industrial robot market, Estun has been making breakthroughs in demand. Over the past three years, in the field of sheet metal, eston’s bending robot has been iterating continuously, and the speed and accuracy have been greatly improved. At the same time, it has continuously launched a variety of industry-specific robot products for the sheet metal industry, establishing a leading edge in technology and scale in the market segment; In the field of die-casting, eston has built a full series of die-casting robots with IP67 protection level, which can work in the harsh working environment of high temperature, high tide humidity and high dust, and has been widely used in the die-casting industry. In the field of welding, after the integration of Estun and CLOOS, was series products were launched, and the welding industrial robot business achieved 153% rapid growth in the Chinese market. These breakthroughs are obvious to all.



It can be seen that eston has gradually digested the pains brought by the strategic M & a layout in the early stage, whether it is the above-mentioned special industrial robots or the new production of a variety of operation control and robots, such as the full series of ed3l drivers, inertia motors in em3g series, 30 / 50kg die-casting robots, 600kg six axis robots, etc. On the basis of digesting the strategic M & a layout in the early stage, eston further develops towards the idea of local R & D and local manufacturing. This collaborative development has strong competitiveness in the field of domestic industrial robots, and the layout of special industrial robots in the whole industrial chain has also rapidly expanded its robot territory.



MediaTek released Genio 1200 new products and began commercial use in the second half of the year



On May 11, MediaTek intelligent Internet of things aiot platform launched Genio 1200.



You Renjie, senior vice president of MediaTek, said: “Media Tek provides comprehensive support for the popular intelligent IOT aiot devices in the market and accelerates the industry into the next innovation era. The media Tak Genio platform has flexible and scalable solutions and provides development support to meet the changing market needs. We expect device manufacturers to upgrade the user experience with the powerful AI capability, 4K display support and advanced image function of Genio 1200.”



Tanya comments:After its emergence in 2017, aiot has developed rapidly in just five years. Alibaba cloud, Baidu, Xiaomi and Huawei have built their own independent aiot platforms. MediaTek also joined the aiot boom and established its own Genio aiot platform.



The new Genio 1200 released by MediaTek’s Genio aiot platform adopts TSMC’s advanced 6nm process. It is reported that the 6nm process has an additional layer of EUV process in the design, which increases the chip density by 18%, reduces the power consumption by 8%, and greatly improves the performance. Therefore, MediaTek’s new product is bound to improve its performance and energy efficiency.



In addition, the new product is also equipped with high-performance dual core AI processor, eight core CPU and five core GPU. It supports new multimedia standards and 4K display, and supports a variety of high-speed interfaces. It has high integration and scalability. It is an ideal choice for smart home, industrial Internet of things applications and AI embedded devices.



This new product can achieve more under cloud device access and is more suitable for high-end intelligent Internet of things aiot applications. The new products have laid a foundation for the future development of Genio aiot platform of MediaTek to high-end direction.



SMIC Zhao Haijun: global mobile phone sales fell by at least 200 million in 2022



On May 13, Zhao Haijun, CEO of SMIC international, said at the financial report teleconference in the first quarter of 2022 that the proportion of smartphone terminal revenue decreased. It is expected that the global mobile phone sales will decrease by at least 200 million this year, and most of the impact is on Chinese mobile phone brands. But at the same time, the situation of chips used in smart phones is different. Chips such as power management, MCU and Wi Fi are still in short supply, so the situation is different.



Hobby comments:Since this year, the performance of consumer terminals has indeed been sluggish. In the first quarter, looking at the smart phone, PC, smart speaker, TV and other markets, domestic and foreign markets basically showed a year-on-year decline. However, in this environment, the shortage of chips still exists, which is what many people have wondered before. In addition to different markets in different fields, such as automobile, industrial market and consumer electronics market, SMIC CEO Zhao Haijun gave a more specific statement: some products such as power management, mobile phone fast charging and Wi Fi chips are still out of stock, but electronic equipment products are iterative, so the types of chips in shortage should be divided again. For example, the demand for old wi-fi5, wi-fi4 and other chips is not high.



In addition, he also mentioned that SMIC’s production capacity is largely inclined to the shortage of power management, MCU, wi-fi6 and other parts. From another perspective, the demand for low-end and mature chip products is weakening, while the shortage of advanced and high-end products is increasing, which is caused by terminal iteration. Therefore, there is a large contrast in the current chip market. The drought and waterlogging have at least changed from a comprehensive shortage to a shortage of subdivided MCU, power management, Wi Fi and other chips. The chip market may become more complicated in the future.

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