Today's core language
The strong demand in the Asian market has made it an important player in the minds of chip makers. The focus of the global chip industry is once again shifting to Asia, and China is the focus of the Asian market. In the past 30 years, the industry has brought opportunities to Asia in order to get rid of every adjustment of the cyclical downturn. Japan and South Korea have thus achieved industrial take-off. Now this opportunity is in front of China. How can China's chip industry seize the opportunity to achieve take-off? How is the world semiconductor industry developing? Today's electronic core news morning newspaper gives you the answer.
First, the semiconductor
1. The chip becomes a new favorite of Chinese enterprises. Bloomberg data shows that over the past 18 months, Chinese companies have spent nearly $5 billion on five major acquisitions related to the chip industry, and most have received government financing, more than 60 times the sum between 2005 and 2012. The chip is hailed as "industrial grain", but the current status of China's chip industry is very embarrassing. According to industry insiders, China produces nearly 80% of the world's mobile phones, but less than 3% of mobile phone chips are made in China.
2. AMD's share in the global graphics card market is declining. As AMD's business restructuring in the second half of 2014 had a certain impact on its R&D and marketing operations, it found that its share of the global graphics card market is declining. According to people familiar with the matter, the market demand for AMD graphics cards is very weak, and several manufacturers have reduced their shipments to avoid stockpiles. Graphics card manufacturers are also worried that the market will slowly tilt to Nvidia, which will cause them to lose some chip wholesale business. Due to the sluggish market demand for PCs, graphics card sales are also declining, which in turn affects their profits. If the market is controlled by one vendor, the situation of other vendors will only be worse than it is now.
Second, automotive electronics
1. Baidu Carlife is coming, will Baidu Auto have it ? "Some of the artificial vehicles, but it only sent a Lite version of the system; some people send the system, but it has drawn up three car manufacturers." The former, naturally said that LeTV held a press conference last week, thought it would be The car entered substantial progress, but did not expect to finally have a Lite version of the system only on Samsung tablets and Android phones. The latter refers to the car networking conference held by Baidu this afternoon, and released the cross-platform car networking solution CarLife, and it has brought together the three major auto manufacturers Audi, Hyundai and GM.
2, car smart hardware ushered in spring? AutoBot received $6 million in Series A financing. OBD hardware manufacturer AutoBot announced that it has obtained a $6 million Series A financing from Asia Business Capital and Gobi Capital, with a valuation of 150 million yuan. The significance of this financing can be described as significant, and it proves to some extent that automotive intelligent hardware is feasible in China. Be aware that AutomaTIc, the originator of OBD hardware, is the darling of Y Combinator. In addition to YC's investment, other investors include Andreessen Horowitz and Founders Fund.
Third, wearable devices
1. What cooperation can Baidu and MediaTek have? Give directions to wearables together. At the Baidu LBS Wearable Device Developer Salon event, Guo Yang, head of Baidu's LBS open platform product, said that location targeting is the primary requirement for wearable devices, followed by health monitoring. Based on this, Baidu LBS open platform launched a location trajectory service solution - Baidu Hawkeye. Baidu's eagle-eye joint chip provider MediaTek (MTK) provides developers with a complete set of location trajectory services such as SDK-based coverage location acquisition, location trajectory storage, location trajectory query and location trajectory display.
Fourth, communication news
1. Qualcomm does not intend to pay a fine to defend against the Chinese monopoly. Foreign media said that when US chipmaker Qualcomm could face a $1 billion fine for violating China’s antitrust laws, the company adopted an unusual strategy: defending itself. This is considered an unusual move. According to a report by the Financial Times website on January 25, a Beijing lawyer said: "Most companies only want to pay fines and then move on. In theory, they can appeal, but why should they change their situation? Worse?†This closed-door procedure became the subject of diplomatic and implicit threats as the ruling was about to be issued.
2. China's 4G users have exceeded 97 million. According to data released by the Ministry of Industry and Information Technology, as of the end of 2014, the number of mobile broadband users nationwide reached 583 million, increasing the proportion of mobile phone users to 45.3%; mobile Internet access traffic maintained rapid growth, including mobile Internet traffic. The proportion accounted for 86.8%; the national e-commerce transaction volume was about 12 trillion yuan, a year-on-year increase of 20%, of which online retail sales increased by 41%; software business income was 3.7 trillion yuan, an increase of 20.2% . In 2014, the scale of information consumption reached 2.8 trillion yuan, an increase of 18% year-on-year.
Five, smart home
1. Midea's smart appliance management application is launched, based on M-Smart development. On January 27th, Fang Hongbo, chairman and president of Midea Group, revealed that the US-based application of the smart home appliance management application developed by M-Smart system was officially launched. It is reported that Mercure is based on the US-based M-Smart system developed smart appliance management applications, the current US air conditioners, air purifiers, dehumidifiers, humidifiers, water heaters, small ovens and other products can be managed through Mercure, 24 Japan and the United States have passed the Apple App Store review. According to reports, after installing Mercure, users can manage beautiful smart appliances on the iPhone or iPad, support remote management and 24/7 after-sales service.
2, Apple's HomeKit smart home application listed after the spring. January 26th news, according to foreign media reports, users who have been waiting for Apple HomeKit products may be disappointed. The smart home platform launched last summer is rumored to be available after the spring of this year. Although waiting will reduce the heat of the product, Apple does not want HomeKit to appear on the market after various problems, just like the adverse effects caused by the launch of the map product. Apple hopes this is a stable product.
VI. Virtual reality
1, Google's future virtual reality plan: 啥 can become a projection screen. Foreign media Wired recently exposed a set of patents from Magic Leap, from which it is possible to get a general idea of ​​how Magic Leap and Google will combine augmented reality with everyday life. As can be seen from the patent map, Magic Leap may develop a head-mounted device with a built-in pico projector in the future, which can be connected to a smartphone or other wearable device to directly project the image into the user's eye. The user can control the interactive interface through various patterns and actual objects.
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