China's high-definition wireless audio standard released, Huawei FreebudsPro obtained the first certification

Recently, China Electronic Audio Industry Association, China Electronics Technology Standardization Institute, and more than 30 companies including Huawei, Xiaomi, OPPO, Vivo, Hengxuan, and Jerry jointly released the "High-Definition Wireless Audio Technology and Equipment Specifications and Test Methods". Referred to as HWA standard. Huawei executive director Yu Chengdong said that Huawei FreebudsPro2 is the world's first TWS headset to receive HWA certification.

Leland Reviews: The release of the HWA standard sets a specification for the definition of domestic high-definition wireless audio. The HWA standard is different from the previous HWA protocol, which is a Bluetooth codec protocol, mainly targeting Sony's LDAC. The HWA standard released this time can be regarded as a certification standard, and the target is the gold standard Hi-ResAudioWireless formulated by Japan's JAS.

This standard does not restrict which wireless audio codec protocols are used by certified devices, but the parameters must be up to standard. For example, it is proposed in the standard that the high-definition audio codec technology requires that the highest sampling rate is greater than or equal to 96kHz, the bit width supports 24bit, and the highest supported bit rate is above 600kbps.

It can be seen from the official website of the HWA Alliance that the standard audio Codec solutions include LC3+, LHDC, LDAC and aptXAdaptive. The first two need to pay the authorization fee to the corresponding company, such as Taiwan Shengwei Advanced Technology, and the codec authorization of the latter two It is controlled by Sony and Qualcomm. In terms of chip solutions that meet the specifications, HWA has not yet listed the product list, but with the official opening of certification, it is believed that chips supporting the above decoding solutions will soon be certified by HWA.

The display panel dragged down TCL Technology's net profit in the first half of the year, and the new energy photovoltaic business doubled

On the evening of July 14, TCL Technology released the 2022 semi-annual performance forecast. It is expected that the operating income of H1 in 2022 will be 84 billion yuan to 85.5 billion yuan, an increase of 13% to 15% over the same period of the previous year; it is expected to achieve net profit attributable to the parent in the same period It was 650 million to 750 million yuan, down 89% to 90% over the same period last year.

Tanya's comment: It is reported that TCL Technology's revenue is mainly achieved through the sales of semiconductor display devices, new energy photovoltaics and semiconductor materials, and the sales of electronic products. In the disclosed 2021 financial report, more than 50% of TCL Technology's revenue comes from the semiconductor display business, which shows that semiconductor display devices have the greatest impact on the company's overall revenue. Even if the revenue and performance contribution of H1TCL Technology's new energy photovoltaic and semiconductor materials increase significantly in 2022, it will be difficult to make up for the gap caused by the rapid decline in revenue from the semiconductor display device business. Under the low tide of consumer electronics, TCL Technology, like most display panel manufacturers, cleared inventory by reducing prices to reduce losses caused by declining demand.

But TCL Technology's forecast revealed a more important point that the new energy photovoltaic business revenue showed strong performance. It can be seen that, with the heavy hit of consumer electronics, new energy photovoltaics will become one of the few confident industries in 2022, supporting the sustained and rapid growth of the performance of upstream and downstream enterprises in the industry chain. The reason why new energy photovoltaics can continue the high prosperity of last year this year is the support of national policies. According to the statistics of the policies of the central ministries and commissions, the PV policy intensity index in 2021 is 201, and the policy intensity in the first quarter of 2022 has reached 70% of the whole year of 2021. The rapid growth of photovoltaic industry policies will accelerate the commercialization of photovoltaics and accelerate the growth of corporate performance.

In order to cope with the declining consumer electronics market, some manufacturers have cut prices to destock and launched new products to stimulate consumer purchases and increase sales. More manufacturers choose to explore new fields and join the high-boom track, such as new energy vehicles, photovoltaics, lithium batteries, Industrial software, etc., seek new opportunities to ensure continuous growth of performance.

Wingtech's intelligent cockpit products are mass-produced and shipped, ODM accelerates the transition to the car track

On the evening of July 13, Wingtech Technology announced that the company's product integration business is actively deploying in the field of automotive electronics, and the company's development of smart cockpit products for domestic new energy vehicle leading manufacturers has been successful. production and start shipping.

Lily Reviews: The smart cockpit domain and the autonomous driving domain have become the two focuses of the development of smart cars in the near future. According to the research data of Yiou Think Tank, the penetration rate of smart cockpits in passenger cars in the Chinese market has exceeded 50% in 2021. Yiou think tank predicts that in 2022, the sales of new energy vehicles in China will reach nearly 4.5 million, and the 100,000 to 700,000 models will be the main range of smart cockpits, and the penetration rate of smart cockpits will further increase. Entering the automotive industry chain, the ability of smart cockpit products has become a stepping stone for many manufacturers to test the waters of the automotive electronics business.

Wingtech Technology is a company that started out as a mobile phone solution design company. In 2008, it turned to ODM, and in just a few years, it quickly became the mobile phone ODM company with the highest shipments in the world. In recent years, Wingtech's product integration business has expanded from mobile phone ODM to notebook, AIoT, automotive electronics and other fields.

In August 2021, Wingtech announced a comprehensive layout of the automotive electronics business, and officially entered the smart cockpit and Internet of Vehicles market. At present, its smart cockpit products have successfully passed the customer review and entered the prototype stage. In addition, Wingtech also announced the latest domain controller and autonomous driving domain controller.

The automotive field, including electric vehicles, is the main direction of Wingtech's semiconductor revenue source. Zhang Xuezheng, chairman of Wingtech Technology, said that based on its own technology and its deep understanding of downstream smart terminals, automobiles and other application fields, Wingtech Technology can deeply integrate with Anshi's chip-level packaging technology to develop 4G/5G, IoT modules, etc. Class innovative products, greatly improve profitability.

According to Wingtech's 2021 annual report, the company has established cooperative relationships with a number of OEMs, Tier 1, chip suppliers and other ecological chains in terms of smart cockpits and intelligent connectivity, and is actively expanding its automotive electronics business.

Samsung plans to split foundry division due to DRAM sales decline

Recently, Korean media reported that a report from Samsung Securities, a subsidiary of Samsung Group, pointed out that with DRAM sales declining for two consecutive quarters, it is suggested that Samsung should diversify its product portfolio in the foundry field, and it is also recommended that Samsung split the foundry department. , listed in the United States, in order to compete with TSMC.

Monika Reviews: According to reports from Korean media, the main reason for Samsung’s splitting of the foundry department is that Samsung’s DRAM capacity utilization rate has declined, and the inventory burden has continued to increase. What’s more serious is that due to logistics problems, Samsung may face customer cancellations of orders. The problem. As the world's second largest foundry manufacturer, Samsung's challenges in the DRAM business are forcing him to adjust its strategic layout and focus more on the foundry business, thereby increasing the pressure on performance due to the decline in the memory business.
Data shows that Samsung’s DRAM sales in Q1 in 2022 are only $10.34 billion, and in Q4 2021, sales are $10.5 billion, a decrease of $9 million from the previous month, and two consecutive quarters of decline. In addition to the decline in sales, the current DRAM price is also showing a downward trend. Industry insiders predict that the price of DRAM in the third quarter of 2022 may drop from the previous 3% to 10%, which is not good news for Samsung. .

At the moment, Samsung has not officially responded to whether it will split the foundry division. If the news becomes a fact, then Samsung's competitiveness in the foundry field may be further enhanced after the development of the foundry business, and its market share will also expand.

Xiaomi's engineering prototype may be unveiled in August, and the autonomous driving trademark has been applied for

Recently, a relevant person revealed that Lei Jun will bring the Xiaomi engineering prototype to a public event in August, and then Xiaomi’s engineering prototype will start a series of tests. There is also news that Lei Jun attaches great importance to Xiaomi Auto. As long as he works in Xiaomi Technology Park, he will spend almost two-thirds of his time in Xiaomi Auto’s office building. At the same time, Xiaomi has recently applied for registration of a number of autonomous driving trademarks, including "XIAOMIPILOT" and "Xiaomi Autopilot".

Hobby Reviews: Xiaomi's self-driving test vehicle has been on the road with a high-profile, road test, and even the words "Xiaomi self-driving test" are posted on the test car. It seems that Xiaomi can't wait to show the current progress of their car to the outside world. .

As a leading domestic consumer electronics manufacturer, Xiaomi's car-making has received widespread attention. Since Lei Jun personally announced its official entry into the smart electric vehicle industry in March last year, Xiaomi's actions have indeed been faster. In April this year, Xiaomi Auto's car manufacturing base in Yizhuang, Beijing has started construction. If it is said that Xiaomi's engineering prototype can be unveiled in August this year, then according to the traditional process of automobile manufacturing, we can guess the current progress of Xiaomi automobile.
Generally speaking, the initial stage of a car is a structural concept car for early verification of structural and functional feasibility; then to a project prototype car to verify the system function, feasibility and early reliability of the new model. After these two stages, the engineering prototype is used to verify whether the engineering design, manufacturing and assembly process of components, systems and complete vehicles meet the goals.

After the engineering prototype to mass production, it still needs to go through four stages: process prototype, system verification prototype, trial production prototype, and batch trial production. Of course, according to the configuration of different models and the company's strategy, these stages will actually have different adjustments, such as skipping some stages, striving for a faster pace of mass production, and so on. According to Xiaomi's plan, the first model is expected to be officially mass-produced in 2024.

Compared with other cross-border car manufacturers, such as Baidu, Mavericks, etc., the mass production nodes are relatively late, but Baidu is cooperating with Geely to produce, and Xiaomi really starts from 0 to build cars, which may be a more exciting point.

Samsung launches first 24Gbps GDDR6 memory

On July 15, Samsung Electronics announced that the company's first 16Gb GDDR6 video memory with 24Gbps processing speed has begun to ship. Using Samsung's third-generation 10-nanometer process and EUV technology, the new memory is designed to enhance the graphics performance of next-generation graphics cards (video graphics arrays), laptops, game consoles, and AI-based applications and HPC systems.

Carol Reviews: GDDR6 is a new-generation video memory type used by the latest generation of graphics cards to replace the previous generation of GDDR5 video memory. GDDR5 video memory has been used for more than 10 years, and it is more and more difficult to increase the frequency. Even the improved version of GDDR5X will only stop at 10Ghz in the end. Frequency, the new generation of GDDR6 memory can greatly improve memory performance.

The need for video memory is increasing in PCs, laptops, gaming consoles, and even more graphics-heavy scenarios such as high-performance computing (HPC), autonomous driving, and electric vehicles. For these emerging areas, Samsung GDDR6 enables seamless 4K or 8K video playback while providing resource-demanding AI accelerators to support loads.

Samsung's 24Gbps GDDR6 speed is 30% faster than previous 18Gbps products. When integrated into a high-end graphics card, it can transfer up to 1.1TB of data in one second, equivalent to about 275 full HD movies.

Samsung has a dominant position in the global video memory market. It is expected that in the next few years, the proportion of high-performance video memory in the overall video memory market will achieve double-digit growth every year. With the launch of customer verification and the release of the new GPU platform within the month, Samsung plans to simultaneously promote the commercialization of 24Gbps GDDR6 memory, and then promote the innovation of graphics technology in the entire high-speed computing market.

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