Issue 96 in 2021

 

Industry news

 

Lithography giant asmai will build a plant in South Korea and is expected to be completed in 2025


 

On May 17, according to South Korean media reports, the South Korean Ministry of industry, trade and Resources recently publicly said that the global lithography giant ASML plans to build a lithography equipment remanufacturing factory and training center in South Korea, which will be completed in 2025.

 

ASML will invest 240 billion won (equivalent to 1.37 billion yuan) in South Korea in the next four years to build a lithography equipment remanufacturing plant and training center in Gyeonggi province. The so-called remanufacturing factory is the process of renovating waste products through necessary disassembly, maintenance and parts replacement.

 

In short, ASML hopes to build a refurbished factory in South Korea rather than a manufacturing plant of new lithography machines. However, relevant people have revealed that the remanufactured products are not different from the new products in performance and quality.

 

SMIC expects Q2 revenue to grow by 17% – 19% month on month, and the gross profit margin will be between 25% – 27%

 

Techweb reported on May 17 that according to foreign media reports, SMIC, a foundry company, expects that in the second quarter of 2021, the company’s revenue will increase by 17% – 19% month on month and its gross profit margin will be between 25% – 27%.

 

Last week, SMIC released its financial report for the first quarter of 2021. According to the financial report, in this quarter, the company’s revenue increased by about 22% year-on-year and 12.5% month on month to US $1.1 billion; The gross profit margin was 22.7%, higher than 18% in the previous quarter and 25.8% in the same period last year.

 

According to the classification of technology nodes, in the first quarter, the top three in the proportion of wafer revenue were: 55 / 65 nm accounted for 32.8% of wafer revenue, 0.15/0.18 micron accounted for 30.3% of wafer revenue, and 40 / 45 nm accounted for 16.3% of wafer revenue.

 

Changdian Technology: the national large fund plans to reduce its shares by no more than 2%

 

On May 17, Changdian technology announced that as of May 17, 2021, the shareholder national integrated circuit industry investment fund Co., Ltd. (hereinafter referred to as “industrial fund”) held about 272 million shares of the company, accounting for 15.31% of the total share capital of the company.

 

Within 180 days after 15 trading days from May 18, 2021, the industrial fund intends to reduce the shares of the company by centralized bidding not more than 355910600 shares, that is, not more than 2.00% of the total share capital of the company, and the total number of shares reduced in any continuous 90 days shall not exceed 1.00% of the total share capital of the company.

 

The recent average cost of Changdian technology is 34.84 yuan, and the stock price runs above the cost. In the short market, the current rebound trend has slowed down, and investors can pay appropriate attention. In the past five days, the capital of the unit has generally been in an outflow state. According to statistics, the main force has not controlled the market in the past 10 days. The company operates well, and most institutions believe that the long-term investment value of the stock is high.

 

new product

 

Gaoyun semiconductor announced the release of USB 2.0 interface solution


 

On May 17, 2021, Guangzhou, China, Guangdong Gaoyun Semiconductor Technology Co., Ltd. (hereinafter referred to as Gaoyun semiconductor) announced the release of its USB 2.0 interface solution, which enables FPGA designers to easily integrate USB 2.0 functions without external PHY chips. Gaoyun semiconductor USB2.0 solution can be widely used in consumer, automotive, industrial and communication applications.

 

Gaoyun semiconductor USB 2.0 interface solution can realize USB HS (high speed) 480mbps data rate without external PHY chip. It can be easily applied to interface conversion between devices, such as JTAG, SPI and I2S, Mipi csi-2 camera, DSI display, etc. it can also be applied to the development of USB hub, data flow monitor and recorder, Bluetooth le and security dongle.

 

Viavi launches 800g flex XPM module to accelerate the high-speed adoption of communication, cloud and large-scale service providers

 

May 17, 2021 – viavi solutions (NASDAQ: viav) recently announced the launch of the industry’s first fully formed test product 800g flex XPM module for pluggable 800g transceivers. The module makes full use of 100g electrical channel and integrates test application, which further expands the optical network tester (ont) solution. 800g is the actual peak rate of the current optical network, and with the continuous surge of network traffic, it is rapidly becoming a part of the upgrade plan of operators.

 

Affected by the epidemic, the global network traffic pattern, complexity and scale are changing. Enterprises are accelerating the planning of technological modernization, and service providers are committed to upgrading networks and data centers through higher transmission rates, cloud native architecture and machine learning. In the preparatory process, industry organizations have successively issued relevant specifications for 800g, chips suitable for 800g have also been launched, and the optical network ecosystem is making full preparations for 800g modules.

 

800g flex XPM module provides a series of key test and measurement functions, which can meet the needs of manufacturers when designing and verifying 800g optical module based on 100g electrical signal. The module is designed for IC development and verification test, 800g optical module test and supplier selection, system verification test and manufacturing test. Its main functions include supporting 2x400ge, 8x100ge, 4x200ge and 1x800g non framing, dynamic skew, forward error correction (FEC) verification, and automatic integration with viavi ont platform.

 

5G

 

Yang Jie of China Mobile: more than 460000 5g base stations have been opened, and 5g Smart Life Experience Center has been opened


 

May 17 news today is the world telecommunication and information society day, with the theme of “accelerating digital transformation in a challenging era”. In today’s event, Yang Jie, party secretary and chairman of China Mobile, delivered a speech. He said that at present, China Mobile has opened more than 460000 5g base stations, providing 5g SA independent networking commercial services for urban areas above prefectures, some counties and key areas in China.

 

In addition, China Mobile makes every effort to build a 5g network with advanced technology and high quality covering the whole country, improves the construction layout of data center, comprehensively deploys cloud infrastructure throughout the country, and constructs a new information infrastructure with high-speed ubiquitous, heaven and earth integration, integrated interconnection, security and efficiency.

 

On the other hand, China Mobile has seized the opportunity of the continuous emergence of new industries, new formats and new models. At present, China Mobile has built more than 2000 5g demonstration projects, accelerated the popularization of new products such as mobile cloud, 5g news, ultra-high definition video, VR / AR and cloud games, and promoted new models such as intelligent manufacturing and intelligent management on a large scale, driving the vigorous development of digital economy.

 

Internet of things

 

China Telecom NB IOT connection exceeded 100 million


 

Recently, at the “China Telecom Internet of things open platform ctwing 5.0 online press conference”, Zhong Ping, general manager of Tianyi IOT Technology Co., Ltd., said that up to now, China Telecom’s Internet of things connected users have exceeded 260 million, of which NB IOT users have exceeded 100 million, ranking first in the world, becoming the world’s largest narrowband Internet of things service platform.

 

As early as 2017, China Telecom built the world’s first full coverage NB IOT commercial network, started the layout and construction of the Internet of things ecosystem, and released ctwing1.0, service industry ecology and developers. Based on the personalized, diversified and complex information needs of customers, we have continuously upgraded the platform capability, successively released ctwing versions 2.0, 3.0 and 4.0, strengthened, deepened the infrastructure for the development of digital economy, and promoted the value sharing of 5g IOT.

 

Ctwing is a unified digital open platform for China Telecom’s Internet of things capability and a base platform for China Telecom’s “cloud to digital transformation” strategy. It brings together China Telecom’s cloud network integration capability, full connection management capability, equipment management and perception capability, end-to-end security capability, AI / block chain / big data and other comprehensive capabilities. Through unified portal, unified terminal adaptation, unified security authentication, unified data model, unified perception platform and unified cloud resources, work together with ecological partners to build 5g + AI + IOT industrial ecology and jointly create the ecological prosperity of the Internet of things industry.

 

At present, the ctwing platform has accumulated 260 million connected users, and the Nb connection has exceeded 100 million users, covering 100% of the country’s cities, 60 million converging terminals +, 120 object model types, 40000 converging applications +, 800tb converging data, covering 150 industry scenarios, and nearly 20 billion calls per month.

 

Investment and financing

 

Ziguang Co., Ltd. plans to introduce strategic investors to Ziguang cloud, a subsidiary, and increase its capital by no more than 600 million yuan


 

On May 17, Ziguang Co., Ltd., A-share company, issued an announcement on the capital increase of its holding subsidiary. In order to meet the capital needs of its subsidiary Ziguang cloud for R & D and operation, introduce industrial resources, promote the rapid development of its business, and further improve the scale and competitiveness of the company’s cloud computing business, Ziguang Co., Ltd. and strategic investors introduced through public listing plan to jointly increase the capital of Ziguang cloud, The total amount of capital increase shall not exceed RMB 600 million, and the company will maintain its shareholding ratio in Ziguang cloud.



Among them, the capital increase by introducing strategic investors through public listing in Shanghai United equity exchange shall not exceed RMB 320 million; The company’s capital increase to Ziguang cloud with its own funds shall not exceed RMB 280 million. The pre capital increase valuation of Ziguang cloud will be based on the market-oriented principle, comprehensively considering the development trend of its industry, its own development and other factors, and will not be lower than the net asset evaluation value of Ziguang cloud when the company acquired the control right of Ziguang cloud and the valuation level approved by Tsinghua University on the capital increase.

 

Strategic investors will take shares in ziguangyun in the form of cash capital increase. The total amount of this capital increase is finally determined according to the listing transaction price and the corresponding capital contribution of the company. After the capital increase, the company still holds 46.67% of ziguangyun and remains its controlling shareholder. At the same time, the board of directors authorized the president of the company to decide matters related to this listing and capital increase according to the market conditions and the above capital increase pricing principles.

 

Huawei affiliated companies take shares in yunyinggu technology, which is a display technology service provider

 

Recently, a number of industrial and commercial changes have taken place in Shenzhen yunyinggu Technology Co., Ltd., and the new shareholder Shenzhen Hubble technology investment partnership (limited partnership) (Huawei affiliated company) has increased its registered capital from about 42.8895 million yuan to about 46.736 million yuan, an increase of about 8.97%.

 

Shenzhen yunyinggu Technology Co., Ltd. was established in May 2012. The legal representative is Gu Jing. Its business scope includes technology development in the field of electronic technology; Wholesale of electronic products, electronic components, digital products, computer software and hardware, computer accessories and consumables; Import and export and related supporting services. According to the shareholder information, the shareholders of the company now include Shanghai Yisheng enterprise management center (limited partnership), BOE Technology Group Co., Ltd., Qualcomm (China) Holdings Co., Ltd.

 

The official website of yunyinggu technology shows that the company’s core business is the R & D of display technology, IP licensing and the production and sales of display driver chips / circuit boards.

 

Industrial control and medical

 

Renesas electronics launches system solutions for medical patches


 

Science and technology enables medical treatment. Nowadays, electronic patch is becoming an emerging force in the field of medical and health care. It can monitor people’s body temperature, heart rate, respiration, blood oxygen saturation and other key biological parameters, and has gradually become an indispensable health guard around us.

 

For the majority of end users, in addition to rich functions, the security, accuracy and use experience of a patch are the key elements they care about. To this end, Renesas electronics has launched a system solution specifically for medical patches to meet users’ needs for its function and performance.

 

The MCU equipped with this medical patch scheme supports Bluetooth 5 communication; At the same time, the integrated high-precision sensor can accurately measure many kinds of biological parameters; The scheme adopts 20mah flexible bagged battery, and uses lithium battery charging IC to optimize the power supply system, which not only significantly improves the battery life, but also facilitates users to recharge and use repeatedly.

 

System framework diagram

 

As a star product of Rx family, rx23w MCU has demonstrated its strong and stable performance in industrial automation, medical devices, smart home and other scenarios. This set of medical patch scheme is also another successful application case of this MCU. Rx23w is a 32-bit microcontroller based on rxv2 core, with an operating frequency of 54MHz. Through the built-in Bluetooth 5 communication module, it can carry out safe and stable data interconnection with the medical and health care system. At the same time, the small size of this MCU also provides more space for design and development.

 

AI

 

Official announcement: the first Huawei smart watch that can measure blood pressure is expected to be listed in the second half of the year and has passed the registration and inspection of medical devices

 


On May 17, He Gang, President of Huawei’s consumer business mobile phone product line, announced that the first Huawei smart watch that can measure blood pressure has passed the registration and inspection of medical devices. In the next step, it will cooperate with professional medical institutions to open a registered clinical trial, which is expected to be officially launched in the second half of the year.

 

 

Huawei announced three new health studies at the pollen annual meeting in January, including hypertension management research, intelligent body temperature health research and coronary heart disease screening research. Relevant studies may be launched or released based on Huawei’s wearable products in 2021.

 

He Gang, President of Huawei’s consumer business mobile phone product line, said at the pollen annual meeting: Huawei is developing wearable blood pressure measurement devices, and will start research on hypertension management with well-known domestic institutions to explore innovative and active health management of blood pressure from screening to early intervention. Huawei has also broken through the continuous body temperature detection technology based on Intelligent wear, and is carrying out joint research on intelligent body temperature to realize abnormal body temperature screening. Huawei is conducting joint research on Intelligent screening and early warning of coronary heart disease. With the help of Huawei’s smart watch ECG acquisition ability, it integrates PPG and ACC data to realize intelligent screening and early warning of coronary heart disease and help consumers actively manage their health.

 

Automotive electronics

 

Flowserve automobile plans to establish an all solid state battery production line in Germany, with a capacity of 400000 electric vehicles


 

According to the report of Japan economic news on May 15, quantum scape, a partner funded by Flowserve and engaged in battery research and development, has reached a consensus with Flowserve, Germany, and plans to build an all solid-state battery production line in Germany. The joint venture of the two enterprises will select the site of the pilot production line in 2021. The new battery production line is likely to be located in the main battery production base of Flowserve, namely Salzgitter in central Germany.

 

At the beginning, the new plant will carry out commercial production of 1GWh, and then increase to 20gwh. At present, it is not clear how many electric vehicles can be supplied by the all solid-state battery output of the battery factory when it officially enters commercial operation. However, if measured by the current lithium battery technology, it should be able to supply about 400000 electric vehicles.

 

Flowserve and quantumscape have announced that they can start commercial production of all solid-state batteries as soon as 2024. Flowserve also said that the electric vehicles sold after 2025 will be equipped with all solid-state batteries produced by the factory. So far, Flowserve and quantumscape have invested more than US $300 million in all solid state batteries.

 

 

Statement: This article is a comprehensive report by electronic enthusiasts, with reference to techweb, flash memory market, it home, Gaoyun semiconductor, viav, capital bond, Renesas electronics, financial circles and c114 communication network. Please indicate the above sources for reprint. If you need to join the group, please add wechat elecfans999. If you need to contribute and disclose your interview needs, please send it to email [email protected]

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