weekly summary聯(lián)電宣布收購與富士通半導(dǎo)體合

FujitsuSemiconductorandUMC100%ownershipofMieFujitsuSemiconductor(MIFS),ajointventurebetween2companies.ThemoveessentiallyendshistoryofFujitsu’sin-housemanufacturingofmanufacturingresourcesinJapan.UMCwillacquire84.1%ofMIFSfromFujitsuSemiconductorforaroundJPY57.6B(USD520.52M).MIFS)的全部股權(quán)，整體

ApplewouldnotmakeafinaldecisionuntilMediaTekandm-iftheyhavebeenindeedintalksovermodemchipsupply-couldreachaconsensusonanumberofaspectsincludingproduct,technologydevelopmentandcollaborativeefforts.MediaTekHelioM70modemiscapableoftransmittingdataatspeedsofupto5Gbpswhileconnectedtoa5Gnetwork.

WaveComputing,theSiliconValleystart-upthatisrevolutionizingartificialin ligence(AI)anddeeplearningfromtheCloudtotheedgelicensableIPsolutions,todayannouncedthatithasstartedon-premiseinstallationandtestingofitsfirst-generationAIsystemswithinitialEarlyAccessProgram(EAP) MIPS的多執(zhí)行緒(multithreading)達(dá)和即時功能，以及WaveComputing

BaiduhasannouncedanewAI-focusedprocessordubbedKunlun,whichthe claimsiscapableofhandlingbothd andedgeworkloads.Kunlunwillincludethe818-300trainingchip,andthe818-100forinference.ThechipsismadewithSamsung’s14nmprocess,have512GBpsmemorybandwidth,capableof260operationspersecondat100watts. (CNBeta, UMCLaoyaobaUDN,EXPReview)

andBaiduhaveannouncedanagreementthatwillseeBaiduadopttechnologyandpracticesfromIn yeaspartofitsownself-drivingcarprograms.Baiduwilladopt ye’sResponsibilitySensitivitySafety(RSS)modelinbothitsopen-sourceProjectApolloandalsouse ye’sSurroundComputerVisionKithardwaresuiteaspartofanautonomous-drivingsystemthatwillbemarketedin 與英特爾旗下ye展開合作。稱，將在其為中國汽車制造商提供的產(chǎn)品中，使用ye的頭自動感應(yīng)系統(tǒng)、機(jī)器視覺硬件及軟件。ye的“責(zé)任敏感安全(ResponsibilitySensitivitySafety,RSS)模塊在按中國具體實(shí)情進(jìn)行稍稍調(diào)整后，將整合進(jìn)入平臺。據(jù)悉，該模塊是一套使汽車事故率減到最少的車輛行為規(guī)范。(DigitalTrends,

MakerwitTechnologyhasannouncedthatitssubsidyJaguarWavehassignedstrategiccollaborationwithMediaTek.Bothcompanieswilljointlydevelop5Gcoretechnologyandproducts.JaguarWaveisformedbyTinno the20th thathelpsmakevirtuallyeverychipintheworld.TheProducer waslaunchedinJulyof1998tohelpenablechipstorunfasterbychangingtheirwiringfromaluminumtocopper,whichisabetterconductor.

ApplehasallegedlyinformedInthatitwillnotusethechipmaker’s modeminits2020.Furtherdevelopmentofthe“SunnyPeak”ishaltedandIn redirectedtootherefforts2020款 中使用這家巨頭制造的5G移動調(diào)制解調(diào)器。在英特

Baiduhasreleasedthelatestartificialin ligence(AI)reasoningondifferenthardware includingthedeeplearningaccelerationcardSC3/SC3+basedonBitmain’sAIchipsetBM1682. 的人工智能(AI)推理加速引擎——Anakinv0.1.0。 BM1682的深度學(xué)習(xí)加速卡SC3/SC3+。(Laoyaoba,該平臺助力實(shí)現(xiàn)了后端互聯(lián)設(shè)從鋁改為電導(dǎo)率更大大提高了的運(yùn)行速

Passivecomponentshavebeeninshortagefor2years,andvendorshavebeenexpandingtheirproduction.WalsinTechnology,Chilisinandotherbringrevenuestothewholesupplychain.PassivescomponentsupstreamequipmentandmaterialvendorLaserTekrevenuesinJun2018haveincreased20%,andexpectsbetterperformancein2H18.瓷電容(MLCC)或電感、電阻業(yè)者營收屢創(chuàng)佳績之余，也帶動相關(guān)設(shè)備廠營運(yùn)走俏，整個從上游到下游呈現(xiàn)一片。元件上游設(shè) 月營收較月跳增%，2H18會更好，部分設(shè)備訂單能見度直至1Q19。(UDN,Laoyaoba, Times)

Appleisgrantedapatentfiledin2014forasmartphonewithaspring-loadedbumpersystem.Inthisdesign,thecornersoftheofafall,givingextracushioningtofrontfrombeingdamaged. 增加“智能減震器”以防止玻璃顯 該專利名為“電子設(shè)備保護(hù)機(jī)制”。

smartphonedesigns.ThepatentswerefiledwithWIPO(World underthetitles‘RotationMechanismandFoldableTerminal’and‘Hingeassembly,rotationmechanismandfoldable 項(xiàng)技術(shù)專利，包括“旋轉(zhuǎn)機(jī)制和可機(jī)構(gòu)和可折疊移動終端”等。 Novatek’sTDDIproducthasbeenadoptedbyOPPO,vivo,Xiaomiandwillsupplyto in3Q18.Novatek’s3Q18revenueswillbenefitfromhugeordersofTDDI,andwiththewellshipmentforTVsystemSoC.

Fullydigitalscreensarere makingindustryleaderJapan yInc(JDI)optimisticaboutboostingsalestoglobalcarmakers.Whilemostnewmodelsusuallyhaveacenterinformationpanelformaps,entertainmentandotherfunctions,manufacturersarealsoincreasinglyre facingthedriverwithaflatscreen.LookinsidethelatestBMWorMercedes-Benz,chancesareJapan ymadethepanel.傳統(tǒng)指針式儀表，面板大廠顯(JapanDisyIncJDI要讓全球機(jī)。(Laoyaoba,AppleDaily,

LG’sfoldablephonepatentdepictsaregularsmartphonethatcanbefoldedinhalf.LGhasoptedforanewhingemechanismthatallowsthedis ytobefoldedatcertainangles.Additionally,thisshouldhelpavoidanydamagetothedis LG申請了可折疊專利，選擇了CLSAagreesthatSamsungDis (SDC)fabutilizationwillrisefromabout35%to80%in2H18,butCLSAalsobelievesthatSamsungisnotevenconsideringtheA4fab(30,000monthlysubstrates)whichwillutilizationwillbelowerthanstated.CLSAfurtherestimatesthatBOEwillonlybeabletoproducearound6M~8MflexibleOLEDpanelsin2018,downfromearlierguidanceofaround20M.BOEfailedtobequalifiedbybothXiaomiandOPPO.里昂認(rèn)為三星顯示晶圓廠利用里昂還認(rèn)為三星甚至沒有考慮A4(每月30,000個基板將保持低于規(guī)定。里昂進(jìn)一步估計(jì)，京東方年將只能生產(chǎn)約萬

yOptronics(EDO)hasopenedaCNY27.3B(USD4.2B)AMOLEDdisyntthatboastsShanghai’sbiggestindustrialcleanroomtoproducescreensforsmartphonesandVRnt,featuringanindustrialcleanroomof320km2,isdesignedtohitfullswing. 月3(1500×1850毫米)，產(chǎn)品為1~15英寸的顯示屏及模組(部

lensarraywithadvanced3Dsensingforaugmentedrealitycapabilities.Therear-facingcameraon2019 swillfeature“moreadvanced”sensingthanthefront-facingTrueDepthsystemonthecurrent X,withatriple-lenssetupcapableofstereoscopicimaging.消息稱蘋果將于2019年發(fā)布至少1款配置有三個頭的新款中2個頭用于提供增強(qiáng)現(xiàn)實(shí)功能，而另外1個頭可以為提供3倍光學(xué)變焦功能。據(jù)德意志公司分析師JialinLu，這款的3,MacRumors,CameramakerLighthasaworkingprototypephoneswith5~9lensesontheback.The saysits64MPshots,betterlow-lightperformanceandsophisticateddeptheffects.The saysasmartphonefeaturingitsmulti-lensarraywillbeannouncedlaterin

Accordingto ystHoraceDediu,Applewouldnotusemotorisedpartsforitsfuture motorisedpartswouldbemoreproneto“wear”thantraditionalmaterialsused.HehasinsistedApplewillfocusontheremovalofthelightningportandSIMtraywithitsnext 據(jù)分析師HoraceDediu，蘋果確實(shí) Express

GlobalshipmentsofCMOSaswellasCCDimagesensorswillexceedUSD15Bbyover15%onyeartoUSD12.2Bin2017.IndustryleaderSonywillbeaggressivelyexpandingitspresenceintheautomotivesegmentin2018,whileencounteringaslowdownindemandforsmartphones,DigitimesResearchbelieves. 載應(yīng)用，提升于全球車用影像傳感器市占率。(Digitimes,press,iFeng)LPDDR5RAM,UFS3.0ROM,andSDExpressmemorycardswillethekeyfeaturesofthenewroundofflagshipsmartphones.

caughtupinduelingin propertylawsuitswithUnitedMicroelectronicsCorp(UMC)hasreceivedapreliminaryinjunctionfromtheFuzhouIntermediatePeople’sCourtinFujianprovince salesof26products.TheNANDflashmemorychips. vehiclessensetheirenvironment. arealreadymakingvehiclessaferandmore“intuitive”.By2028,mostvehicleswillhavesensesbetterthanhumans—atleast,thatistheaim.AccordingtoFrost&Sullivan,sensorinnovationisthekeystrategystakeholdersintheglobalautomotivevaluechainare全，更“直觀”。到2028年，大多 傳感器。據(jù)Frost&關(guān)鍵戰(zhàn)略。(CNBeta,FleetEurope)

flight(TOF)imagesensorthatusesavalanchephotodiode(APD)pixelsandiscapableofcapturingrangeimagingofobjectsupto250mevenatnightwithpoorvisibility.Thesensorcanbeappliedinavarietyoffieldsincludingautomotiverangeimagingand

TheUniversityofTexasatArlingtonhasbeenawardedapatentforarevolutionarynewtechnologythatisabletoscanauser’seyemovementsandenablethemtonavigate withouttheuseofhands.Thetechnologywouldalsoallowuserstocommunicatetoarobotic tformwhentheywouldliketouseanobject,suchasaglassofwater.Thisnewtechnology,calleda3-Dpointofgaze SamsungDis CenterattheUlsanNationalInstituteofScienceandTechnologyinSouthKoreahaveflexiblefingerprintscannerthatcanbeembeddedinasmartphone’sdis thatcanmeasurepressureand科技大學(xué)(UNIST)研發(fā)

forits2014filingofabiometriccamerabytheUSPatentOffice,anditwillfeatureirisrecognitionaswellas3Dfacerecognition.三星早在2014年，就被專利商專利。即便在的環(huán)境中，它也

SamsungreportedlywilladoptfoldablelithiumbatterythatisdevelopedbySamsungSDI.Thefactor,andcurrentlyits3000~6000mAhcanbecommercializedalready. (CN Asmanufacturersmakelithium-ionbatteriesascheapastheycan,theyareremovingvaluableelementsthatmakethemworthwhiletorecycle,accordingtotheElectricPowerResearchInstitute.Thecostofcobalt,whichisusedasacathodematerialinbatteries,jumpedfromUSD32,500atthebeginningof2017toUSD81,000inMar2018,accordingtotheRoyalChemistrySociety.Batterymanufacturershaverespondedbyredesigningbatteriestominimizecobalt. 英國化學(xué)學(xué)會(RoyalChemistrySociety)的數(shù)據(jù)顯示，鈷(電池陰極)的成本從年初的 月的0。鈷是電池的陰極材料，電池制造商已經(jīng)通過重新設(shè)計(jì)電池來減少鈷的含量。(CNBeta,

MetalchassismakerWaffercustomerportfoliointhe fieldandmanagedtoobtainnewordersfromEurope-basedcarvendors.Wafferhasbeendeliveringelectricvehiclecomponentstoitsnew 2Q18andhasestablished2newntsin tosatisfytheirdemand.Oneofthe theproductioninJul2018andtheotherNov2018.長。(Digitimes,press,UDN,UDN,willfullypushthedevelopmentof5Gdevices, nningtolaunchfirstbatchof5Gchipsetsendof2018;in1Q19tolaunchfirstwaveof5Gdevices,andin3Q19toluanch5Gsmartphone.Foritssourcing 2019,andwilldeliverinApr2019.InJul2019, willbeginsourcingfor2ndwaveofsmartphone,AR/VRand5GmoduleanddeliverinSept2019.中國移動將全面推動5G終端發(fā)展，計(jì)劃于2018年底推出首批5G，1Q19推出首批5G終端，并于3Q19推出5G智能。在采購計(jì)劃中，中國移動將于2019年2月開始采購智能、連接/融合型CPE以及AR/VR，并于2019年4月交付。在2019年7月采購第二批智能、AR/VR以及5G模組，于2019年9月交付。(CCIDNet,report, ,CNBeta,EEWorld)

Ericssonhasannouncedthelaunchofa5Ginnovationlabin ,sayingitwillencouragecollaborationon5G andapplicationsbetweenmunicationscarriers,industry,startups,andacademia.TheCenterofExcellenceandInnovationLabfor5Gislocatedatthe InstituteofTechnology(IIT)Delhi,andiscurrentlydemonstrating5Gbeamformingandbeam-tracking usingthe3.5GHzspectrum ” SamsungElectronicsandSKhaveannouncedthatithassuccessfullytestedthe5GNext-GenerationCore(5GNC)networktechnologythatthetwocompaniesjointlydeveloped.The5GNCtechnologyofthetwocompaniesisbasedonthe3GPPRelease-15standards,anditisindependentofthe4GLTE開發(fā)的基于3GPPRelease-15標(biāo)準(zhǔn)的 (5GNC)。5GNC獨(dú)立全新功能；此外，5GNC還采用了絡(luò)功能(VNF)，這也是最先進(jìn)的虛擬化技術(shù)。(AndroidHeadlines,Samsung,Paper,

hassignedofficialcommercialcontractswith14virtualnetworkoperators(MVNO).Earlier alreadysignedthesimilarcontractswith16MVNOs. 前，中國已經(jīng)與蝸牛移動、遠(yuǎn)式合約。(CNBetaJRJSina)

SamsungElectronicshascollaborationwithARMwillbeexpandedto7nm/5nmFinFETprocesstechnologytoremainastepaheadintheeraofhigh-performancecomputing.BasedonSamsungFoundry’s7LPP(7nmLowPowerPlus)and5LPE(5nmLowPowerEarly)process theARMArtisanphysicalIPtformwillenable3GHz+Cortex-A76processor.合作推進(jìn)到7納米/5納米上。由三完工。(GSMArena,Samsung,

NokiaandTencentcollaboratetoexploring5G’spotentialintransportation,finance,energy, ligentmanufacturingandestablishedinShenzhenfordevelopmentandend-to-end SolutionsandInnovationCenter(CSIC)inSydney,Australia,toshowcaseits5GandInternetofThings(IoT)capabilitiesto ernmentsand府與行業(yè)展示其5G和物聯(lián)網(wǎng)(IoT)功 (IoT)技術(shù)，以及其在澳大 ,My Byte)

UniversityofSus andtheconsultancyfirmPlumhaverecentlyannouncedtheyhavesuccessfullyThestudyfocusedontheindoorof5Gsignalsthatrunonthe3.5GHzbandandotherfrequenciesbelowthemmWavespectrum.thatatotalof14membersoftheoriginalboardofdirectorshadsubmittedtheirresignations. ,ZTE,EngadgetCN, ,

TheUnitedStatesDepartmentofCommerceisallowingZTEtoresumesomeofitsoperationsintheU.S.until1Aug2018.ZTEwillbeableto“engageincommercialtransactionsneededtomaintaintheUnitedStates”.CN

ruledthatZTEhasinfringedon7ofisrequiredtopayUSD43M.Maxellclaimsthatsince2013,ithasbeentryingtonegotiatewithZTEonpatentlicensing,butZTEhasrefusedtopurchaseauthorizationthoughitadmittedtousingsomeofMaxell’stechnology.Therefore,MaxellbelievesthatZTEintentionallyinfringeditspatent. (Maxell) 支付

XiaomiSVPWangXiangindicatesthattheU.S.marketis“veryattractive”andthatthefirmisaddingengineeringresourcestodevelopversionsofitshandsetsnetworks.Xiaomiispressingahead nstoentertheU.S.in2019.小米正在推進(jìn)2019年打入市場的計(jì)劃，稱其在的關(guān)系能夠幫助其打開局面。小米高級副王翔周二表示，市場“非常具有 CNBeta)HTCnstoslasharoundaquarterofitsglobalwork throughjobcutsatitsmanufacturingunitin,inabidtobettermanageresourcesasthe tobattledwindlingsales.HTCsaiditwouldcut1,500jobsinitsmanufacturingunitin

AccordingtoConsumerIn Partners(CIRP),inSept2017–Mar2018,bothlargerandcheaperiOSrunningmodels.Itturnsout15%~20%ofnew aremadebyformerAndroidusers. 量 機(jī)型。(MacRumors,Giz )

AccordingtoFubonSecurities ystArthurLiao,HonHaihasbeenselectedtoassemblethebulkofApple’snew thepremium5.8”O(jiān)LEDmodeland90%ofthe6.5”O(jiān)LEDphones,aswellas75%ofthe6.1”LCDmodel,withtheremaindergivento (富士康)和緯創(chuàng)分食，由于緯創(chuàng)2018年3月出 負(fù)責(zé)。(CNBeta,UDN,TaipeiTimes)AccordingtoCounterpointResearch,Appleregainedthetopspotintheglobalbestsellingsmartphonelistwiththe 8inMay2018.XiaomisawstrongperformancesfromitsXiaomi5AandXiaomi5Plusseries. 銷量的2.4%。與之并列第一，同樣拿下2.4%份額的還有三星GalaxyS9+。(CounterpointResearch,blog,GSMArena,Sina,iFeng)

UStariffsonUSD34Bof startofatradewarbetweentheworld'stwolargesteconomies.The25%levycameintoeffectatmidnightWashingtontime. hasretaliatedbyimposingasimilar25%tariffon545USproducts,alsoworthatotalofUSD34B.BeijingaccusedtheUSofstartingthe“l(fā)argesttradewarineconomichistory”. 會繼續(xù)升級。(BBCNews,article,Laoyaoba,BBC,BBC)TFSecurities ystMing-ChiKuoreadjustsits2H18Apple’snewshipmentforecast,frompreviously75M~85Munitsto80M~90Munits.Inparticular,6.1”LCD shipmentwouldbe50%~55%oftheoverallshipment.Fortheoverallforecast,3Q18new shipmentwouldbe15M~20Munits,and4Q18shipmentwouldbe60M~70Munits. 到總出貨量的50%~55%。整體出貨量預(yù)測，3Q18新 ,,

’sturnaroundoverseenbyCEOJohnChen.BlackBerry’sfallingfromUSD11BtoUSD932Min

OPPOA5isannounced–6.2”1520×720HD+,mSnapdragon450,reardual13MP–2MP+front8MP,3/4GB+64GB,Android4230mAh,OPPOA5 問世–6.2寸Android8.1，4230毫安，1500元。 Post,vivoZ1iisannounced–2280×1080FHD+,Snapdragon636,reardual13MP-2MP+front16MP,4GB+128GB,Android3260mAh,vivoZ1i–6.26寸2280×10801300萬-200萬前置萬，

vivoZ10isannounced 5.99”720×1440HD+,Snapdragon450,rear16MP+24MP,4GB+32GB,Android vivo –5.997207.1，3225毫安。(GSMArenavivo)

SamsungGalaxyOn6is–5.6”1480×720HD+rear13MP+front8MP,三星GalaxyOn6 發(fā)布–5.6寸

Honor10GTwithGPU16MP,8GB+64/128GB,Android榮耀10GT，配置GPUTurbo技術(shù)中國發(fā)布–5.84寸1080×2280-1600萬前 萬，8GB+64SugarS20isannounced,equippedwithtranslatorthatsupports104languages–1080×2246FHD+,Snapdragon450,reardual12MP-5MP+front16MP,4GB+64GB,Android8.1,

–2.4”QWVGA,dual-coreprocessor,rear2MP+frontVGA,512MB+4GB,KaiOS,dual-SIM,LTE,VoLTE,NFC,2000mAh.

——printersandotherportablehardware,anddevelopsthetechnologytotagthingstobereadbythem—isacquiringXplore,oneoftheolderandandotherhard-wearinghardwareforaboutUSD90M.式掃描儀，和其他便攜式硬記要的東西—用大約9000 制造商。(TechCrunch,Globe (CNBeta,Laoyaoba,Sogi,KOCPC)

haspatentedasmartwatchthatcomeswithasetofbuilt-inBluetoothearbuds.Thepatentdetailsafewwaystheearbudscouldbestored:throughacapsuleandshutswithasnap,ormagneticallyattachedandstoredinthewatchbanditself.“一種具有藍(lán)牙耳機(jī)

whichshowcasesanideaofhowAI-drivenfeaturescanhelpusersinmeetingtheirdailyfitnessgoals.如何幫助用戶實(shí)現(xiàn)日常目標(biāo)的

Samsungwillallegedlylaunchasmartwatchrunning ’sWearOS,ratherthanitsownTizenOS.Itwillfeatureabloodpressuremonitor.Therewillbealarge470mAhbatteryandpanel-leveltheprocessorstobeshrunkdown傳三星全新GalaxyWatch將改用WearOS，放棄使用多代的Tizen系

ThenewJarvishhelmet,X-AR,notonlyincludestheassortedsmartandconnectedfeatures,butalsointroducesanARheads-updis (HUD)toshowinformationontraffic.Thehelmetisequippedwithvoicecontrolsupport,whichprovidesaccesstosmartassistantslikeAmazonAlexa. (TheVerge,Engadget,

(CNBeta,TrustedReviewsAndroid

理。(Pocket-Lint,Wearable,VRBaiduistyingupwithSBDrive,asubsidiaryofSoftBankGroup,tomarket.Theywill ntostartvehicletestingbytheendof2018.’sXiamenKingLongUnitedcompanieshopetoshiptenbusesby2019andtobegincommercializationatalaterdate. 司SBDrive達(dá)成協(xié)議，在自動駕駛

SuningLogisticsandBaidu’sself-drivingbusinessunithavejointlyannouncedworkingtogethertoaccelerateself-drivingtechnologydevelopmentforlogistics,andby2020tomakeself-drivingmassfordeliveryserviceaswellasmass蘇寧物流與自動駕駛事業(yè)部聯(lián)?；慨a(chǎn)。(CNBeta,TechCrunch,Globe

Volkswagensaiditislaunchinga“zero-emission”car-sharingservicecalledWEin2019,amovethatcouldaccelerateitsbattery-poweredcarproduction.TheVWbrand,whichmakesupabouthalfofrevenuefortheVolkswagenGroup,saidit in2019,withaninternationalrollouttobeginasearlyas2020“inmajorcitiesinEurope,NorthAmericaand 城市。(CNBeta,TechCrunch,

BaiduLevel4autonomousdrivingminibusApolonghasfinished100unitsproduction,andSoftBank’sunitsfortesting.HondaalsojoinedBaiduApolongresearchteam,soisPioneerandRenesasElectronics.宣布具備Level4的自動駕駛能 (SoftBank)旗下自駕技術(shù)子公司SB )備廠商先鋒(Pioneer)與瑞薩電子(RenesasElectronics)亦都在 應(yīng)用測試。(Laoyaoba,DW,NewOPPO,vivo,TCLandanumberoftechnologycorpshavesignedcollaborationtoformanIoTopenuniversalstandardforIoTproducts,whichwillmaketheapplicationdevelopmenteasierandseamless. 臨提前打下基礎(chǔ)。(Laoyaoba,PC

ligence(AI)systemwithaconceptstoreinHongKongthatcouldmendnextoutfitwithanabilityto“l(fā)earn”thelatestfashiontrendsandtipsfromysisofdatageneratedbyAlibaba'secosystem