MediaTek's positioning of the high-end Helio X30 processor will be mass-produced in the first quarter of next year, and the TSMC 10nm process will be able to play well. Foreign media reported that Japan's TDK acquired French MEMS sensor manufacturer Tronics. Jawbone, a world-renowned sports bracelet manufacturer, is considering selling its company in recent months due to financial problems. The iPhone 7 motherboard is exposed for the first time, and the Home button will also have new changes.
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semiconductor
1. TSMC teamed up with MediaTek's 10nm process
MediaTek's Helio X30 processor chip will be mass-produced in the first quarter of 2017, making a perfect endorsement for TSMC's 10nm process. Not only is the progress leading Apple's new smart phone that will be launched in 2017, it is a milestone. It is expected to surpass the Samsung Electronics and Qualcomm camps, symbolizing TSMC and MediaTek's 10nm process generations, once again teaming up to play good games!
MediaTek Helio X30 locks in mid-to-high-end smartphone customers with RMB 2,000~3,000 yuan, emphasizing high computing specifications and power saving performance. It is expected that Helio X30 will be mass-produced in the first quarter of next year, and TSMC will work in 10 nanometers. This milestone is not only for MediaTek to surpass Apple in the progress of smart phone processor specifications, but also has the opportunity to grab a beautiful victory before Qualcomm and Samsung 10nm!
Since TSMC has won a great success in the 28-nanometer process, it has swept a large number of R&D resources in the advanced process of 10 nanometers and 7 nanometers in the advanced process of wafer fabrication in the world. The market once worried that TSMC's 10 nanometers will repeat itself. The history of nano-processes is lacking, because many customers want to jump directly to 7 nanometers, but so far, the attitude of major customers to TSMC's 10 nanometer process is still in the end!
Qualcomm two years ago, due to various complex factors, and then cooperate with Samsung AP processor, the two sides also entered the 10 nanometer process generation stage, the first product will be the production of Snapdragon 830 chip, according to Qualcomm announced The time course will also be unveiled around the beginning of the first quarter of 2017.
Although TSMC, Samsung, and Intel all clashed fiercely on the 10nm process, TSMC won a beautiful absolute winner because of its successful mastery of Apple and MediaTek. With the support of TSMC, MediaTek is also confident in the 10nm production time point, and vowed to grab the top spot of the global 10nm process generation.
However, the main customer of TSMC's 10nm process is Apple. It is expected that among the new smart phones that will be released in 2017, the most critical A11 processor chips will be fully processed by TSMC's 10nm process and integrated with TSMC. Infan-type packaging technology (InFO), it is expected that after the campaign, TSMC's 10nm process global market share can dominate the global foundry industry, which is expected to score more than 70%.
2, Japan's TDK acquired French MEMS sensor manufacturer Tronics
Japanese manufacturer TDK Corp., through its German subsidiary EPCOS, offered a price of 48.65 million euros (about 55 million US dollars) for French MEMS manufacturer Tronics Microsystems; the former bought Tronic shares at 13.32 euros per share. The price is a 78.4% premium to the closing price of the Troonic stock on July 7, 2016. Tronics was founded in 1997 and has fabs in Europe and the United States.
EPCOS was acquired by TDK in 2008; Tkons Avionics, the majority shareholder of Tronics, has indicated to EPCOS that it hopes to continue to maintain the role of Tronics' strategic shareholder. According to EPCOS's successful bid for Tronics, Thales Avionics and EPCOS will further negotiate on the shareholding ratio of both parties in Tronics. The supervisory board of Tronics has proposed to accept the EPCOS acquisition bid for shareholders on a preliminary basis.
Through the acquisition of Tronics, TDK is expected to expand its lineup of sensors including temperature, pressure, magnetic/TMR and other sensors; the integration of Tronics will add inertial sensors for industrial, automotive and consumer electronics applications to TDK.
In addition to inertial sensors, Tronics technology includes gas sensors, infrared sensors, micro-mirrors, micro-opTIcs, microactuators, and for in vitro diagnostics. Prospective bioMEMS and microfluidic components for DNA analysis.
3. In the first half of 2016, global semiconductor sales decreased by 5.8% year-on-year.
According to data released by the Semiconductor Industry Association (SIA), global semiconductor sales in June 2016 were US$26.36 billion (three-month moving average, the same below). Although the chain increased by 1.1%, it decreased by 5.8% year-on-year. Global semiconductor sales have decreased year-on-year for 12 consecutive months.
Global monthly and regional monthly sales (3 month moving average) trend (data provided: SIA and WSTS, drawing: Nikkei Electronics)
The number of May 2016 released a month ago was raised. For example, global sales were raised from $25.95 billion to $26.507 billion. The 1.1% growth rate mentioned above is the growth rate compared with the upward adjustment of $26.507 billion.
June was the last month of the first half of the year and the second quarter, so the sales for the first half of 2016 and the second quarter were also released. Global sales for the first half of 2016 decreased by 5.8% year-on-year. The spring semiconductor market released by WSTS (World Semiconductor Trade Statistics Organization) in June predicts that the semiconductor market will shrink by 2.4% in 2016 (see this site report). Compared with this figure, the first half of the year is down by 5.8%. .
wearable
Sports bracelet manufacturer Jawbone or considering selling for financial issues
There are media reports this week that sports bracelet manufacturer Jawbone is considering selling the company in recent months. The company has long faced financial distress.
Jawbone used to be the benchmark for the wearables market, but it is currently in a disadvantage. According to sources, in recent months, Jawbone has contacted at least one hardware vendor to discuss possible sales.
Other signs also indicate that Jawbone is in a bad state. The InformaTIon website reported that recently, the company had told a business partner that it was unable to complete the payment on schedule.
Earlier reports said Jawbone may stop producing consumer sports tracking wearables due to fierce competition from Apple's Apple Watch and next-generation smart watches and sports bracelets.
However, the company subsequently responded that the reports were “obviously inaccurateâ€. In June's blog post, the company's CEO, Hosain Rahman, said that wearables are "still hot and selling well," and Jawbone is still looking forward to future product lines.
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