Qualcomm gets rid of the shortage of chip supply, and its dual-chip foundry strategy has paid off

On November 4, Qualcomm's stock price soared by more than 12%. Compared with its semiconductor peers, Qualcomm is more handy in the face of chip shortages, and is optimistic that its performance will continue to grow next year.

Qualcomm CEO Cristiano Amon said on a conference call that the supply problem is expected to improve significantly by the end of December, and there will be enough supply to meet demand in the second half of next year. It is expected that EPS in fiscal 2022 is expected to increase by 20% annually.

Lily comments:The shortage of 5G chips has been affecting shipments of 5G phones. Qualcomm, as the main supplier of 5G chips in the world, expressed a shortage of chip supply as early as the beginning of this year. Most recently, Qualcomm’s chips use advanced manufacturing processes, and 5-nanometer process chips are obtained through Samsung and TSMC, making them more flexible in the face of supply problems.

Qualcomm CEO Cristiano Amon believes that despite short-term chip supply pressure, chip revenue still grew by 56%. Qualcomm is one of the few companies capable of multi-sourcing in advanced manufacturing. Previously, Apple's processors only chose TSMC as a foundry, and Qualcomm adopted a dual procurement strategy, which was the main factor for the growth of chip sales.

Intel has predicted that the chip shortage will not improve until 2023; but Qualcomm and AMD are relatively close to expectations, and AMD estimates that the chip supply bottleneck will continue until the second half of 2022.

ASML: In addition to EUV lithography machines, shipments to mainland China are still normal

At the 4th China International Import Expo this year, ASML China stated that at present, except for EUV lithography machines that cannot be supplied normally, all other products can be delivered normally. Regarding the Chinese market, ASML still maintains an open attitude like last year's CIIE, but it still has to follow relevant laws and regulations. At the same time, ASML also revealed that under the global chip expansion tide, the delivery cycle of some lithography machines has also been affected, so ASML itself is also carrying out expansion plans.

Leland comments:Although it is unable to purchase EUV lithography machines, mainland China itself is still stepping up the expansion of chip manufacturing capacity and is still one of ASML's largest customers. ASML claims that the installed capacity in China is close to 1,000 units, most of which are KrF, i-Line and ArF lithography machines, and the ASML China team still focuses on service support.

However, the domestic chip expansion plan using lithography machines seems to have slowed down to a certain extent recently. In ASML's third-quarter financial report released in October, the proportion of sales from mainland China further decreased from 17% in the previous quarter to 10%. %. Combined with total sales, from the second quarter to the third quarter of this year, ASML's sales increased by nearly 1 billion euros, while sales from mainland China decreased by nearly 100 million euros to only about 410 million euros. Lower than last year's Q3 quarter sales.

Combined with the sales growth in other regions, Taiwan and the United States have recently started another round of expansion work, and the sales volume of EUV lithography machines has increased significantly. Such sales are related to TSMC and Intel's factory deployment plans. SMIC is obviously hindered in the expansion of higher process production due to the inability to purchase EUV lithography machines.

The green harmonic robot reducer stabilized the leading position and began to enter the supply chain of the four major families

As the leader of harmonic reducers in the domestic industrial robot field, Green Harmonic has accumulated a large number of high-quality customers in the industry by virtue of its product and technical advantages. According to the third quarter report of Green Harmony, with the gradual commissioning of its new production capacity, it is expected to benchmark against the leading international precision reducer. At the same time, the performance of its harmonic reducer has been equal to that of Hamernaco, and it has begun to enter the supply chain of the four major families.

Sisyphus Review:The rise of green harmonics in robotics is predictable. First of all, the main downstream 3C of industrial robots and the automobile manufacturing industry have strong recovery momentum, and the increase in fixed investment has promoted the recovery of robot production and sales. At the same time, the rising labor cost and the shortening of the cost recovery cycle of robots have prompted enterprises to replace the machines. The most important thing is that the proportion of domestic self-owned brand robots has increased rapidly, and the domestic replacement of high-quality core components can be said to be natural.

From the single quarter of Q3 alone, Green's harmonic revenue was 135 million yuan, a year-on-year increase of 124.3%. According to the development of the industry, the collaborative robot concept proposed in China has a favorable capital environment, and the technical starting point is similar to that of overseas. The domestic collaborative robot is expected to achieve overtaking on the curve. With the green harmonics in the position of the reducer leader in the robot industry, in this new concept There will also be plenty of performance to deliver.

At present, Green Harmonic's original P-type gears are comparable to Hamonaco's benchmarking products in performance, and the Y and N series are industry-leading in accuracy and lifespan; through the fundraising project, the annual production capacity is expected to increase from 90,000 units to 600,000 units, which will be enhanced again. Ability to accept orders from major global customers. With excellent performance and outstanding cost performance, Green Harmony has begun to cut into the supply chain of the four major families.

Apple opposes! EU plans to allow third-party installation of mobile apps

Apple software chief Craig Federighi told the Lisbon Global Web Summit on Nov. 3 that he opposed the European Union's proposed Digital Markets Act, which could lead users to install from outside the App Store. software, thereby undermining iPhone security. The Digital Markets Act, currently under scrutiny by European lawmakers, includes provisions requiring companies such as Apple to allow third-party app stores to run on their devices.

Anson comments:This is already the second bill involving Apple after the EU's unified Type-C interface. The iOS system, which has always been known for its security, is prohibited from installing software through third-party channels other than the App Store in order to ensure the security of the system. The starting point of this bill is obviously aimed at Apple.

Judging from the starting point of the EU's proposal, the EU's move may be to end Apple's monopoly. On the one hand, it is to help Apple mobile phone users strive for the right of self-selection of software installation, and on the other hand, it may want to stop Apple's use of "middlemen to make money" 30% of the fee will be deducted in the way of "price difference", which not only damages the interests of software manufacturers, but also damages the interests of consumers. Usually software manufacturers increase the price of goods on the iOS system to ensure that their own interests are not affected. In fact, Apple's prohibition of the installation of third-party software violates the relevant regulations of the anti-monopoly law. In recent years, Apple has also been sued by many countries on the grounds of anti-monopoly law, but Apple still maintains its own attitude.

From the point of view of Apple's opposition, on the one hand, Apple's prohibition of the installation of third-party software is indeed for the safety of consumers and systems. On the other hand, the introduction of this bill has indeed moved Apple's "cake". According to statistics, the revenue of Apple's App Store in 2020 is US$64 billion, a year-on-year increase of 28%, and software commission has also become Apple's main revenue. important source. Allowing the installation of third-party software will affect App Store revenue, which may be the real reason why Apple opposes the EU bill.

Ministry of Industry and Information Technology: Accelerate the research on smart chips and enhance the capabilities of algorithms such as computing power

On November 5, Wang Zhijun, vice minister of the Ministry of Industry and Information Technology, said that technological innovation is the driving force for development, and it is necessary to persevere in strengthening the research on basic theories, key technologies and common technologies related to artificial intelligence, and speed up the research on key links such as smart chips and operating systems. Make breakthroughs, enhance basic support capabilities such as data, algorithms, and computing power, consolidate industrial foundations and supply capabilities, and contribute Chinese wisdom to the development of the world's smart industry.

Carol comments:In recent years, my country's intelligent technology and industries have developed vigorously, and the innovative application capabilities of intelligent technologies such as image recognition and speech recognition have continued to improve. According to the estimates of research institutions, the scale of my country's artificial intelligence core industry has exceeded 300 billion yuan, and the number of enterprises has exceeded 2,500. An industrial chain covering the basic layer, technology layer and application layer has initially formed, becoming an important new factor driving industrial transformation and high-quality economic development. kinetic energy.

With the increase of algorithm models and the gradual improvement of application scenarios and scale, the industry's demand for AI computing power is increasing, and investment and financing in the field of AI chips are also increasing. The company's calculation of computing power in terms of voice has increased hundreds of thousands of times from 2012 to 2019, so it has also increased its investment in AI chip companies.

In recent years, there have been more and more AI chip companies. AI computing chips mainly include GPU, DPU, TPU, NPU, IPU, VPU, etc. In 2021, there will be more than 150 AI chip manufacturers in the world, of which there are about 100 AI chips in China. Annual global investment in AI chips reached 5.896 billion yuan. Liu Jun, vice president of Inspur Information and general manager of the AI&HPC product line of Inspur Information, previously stated that the computing power of AI chips will continue to increase in the future to meet the growing trend of model scale, focusing on cost, performance-to-power ratio, and meeting the needs of applications in different scenarios.

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