weekly summary據(jù)ICInsights從2016年到2021汽車電子系統(tǒng)的

Processors:Automotiveelectronicsystemsalesareforecasttorisebyacompoundannualgrowthrate(CAGR)of5.4%from2016through2021,whichisthehighestamongsixmajorend-usesystemcategories,accordingtoICInsights.Theautomotivesegmentisexpectedtoaccountforanestimated9.1%oftheUSD1.49Ttotalworldwideelectronicsystemsmarketin2017,aslightincreasefrom8.9%in2015,and9.0%in2016.據(jù)ICInsights，從 率(CAGR)上升為5.4%，是六大主要終端用戶系統(tǒng)類別中最高的。預(yù)計2017 電子系統(tǒng)銷售額的9.8%。(ICInsights,press,Laoyaoba)

Processor:mhasannouncedthatitsBoardofDirectorsunanimouslyrejectedtheunsolicitedproposalannouncedbyon6Nov2017.(thelargestmanufacturerofWi-Fichipsfor devices)hasproposedmwithadealtobuythe foratotalofUSD100B.高通宣布，公司董事會已了博通公司11月6日主動博通提議以每股70的現(xiàn)金加方式收購高通，總價值為1300。(AndroidAuthority,m,AndroidCentral,CNFoundry:IQEhassuccessfullyraisedGBP95Mbywayofa cing.ThecingwillallowIQEtoexpanditscapitalexpenditureprograminitsfoundry,withthepurchaseofupto40-60newMOCVDmachinesoverthenext3~5years.Thisshouldenablethefirmtoaddressmultiplemass-marketopportunities,includingitsleadingpositionintheproductionofVCSELwafersforusein3Dsensingconsumerelectronicapplications.IQE籌集了9500萬英鎊，這筆將會用于支持發(fā)展世界上第一個化合物半導(dǎo)體集群。該公司的技術(shù)被認(rèn)為可以為版的中的新型3D傳感器提供動力。的3D傳感器需要用到所謂的VSCEL晶圓，而IQE擁有這種晶圓80%的市場份額。(,XCNNewsLaoyaobaProactiveInvestors,MotleyProcessor:mhasannouncedthatviaitsmVenturesinvestingincompanies,including:AIstartupSenseTime,bikeMobike,wirelessconnectivity terminaldevelopmentofAIsolution rautonomoussupermarketoperator“LingHaoElement”,combingVR/ARtechnologycontent r“QiHuanTechnology”,“full anits)S科技、結(jié)合AI和VR/AR技術(shù)的內(nèi)容提供商奇幻科技、“全沉浸式”英語Beta,Caijing,JRJ,Reuters)

Processor:TheAndroidcampcouldfollowthestepsofAppletotemporarilysuspendroyaltypaymentstomaimingtotheUS-basedchipvendorsbacktothenegotiatingtabletoworkout“fairer”royaltyschemes,accordingtoDigitimes.With’ssmartphoneshipmentsreachingabout150MunitsayearandwithanASPofUSD300,Hauwei’sroyaltypaymentscouldaccountfor5%~10%ofm’sannualroyaltye. 5%~10%。(Laoyaoba,SeekingAlpha,

Processor:Tohelpdevicemanufacturersmeetagrowingdemandforlong-lastinglow-powerNarrowBand(NB)IoTmodules,Gemaltoand viaitssemiconductorarm,HiSilicon–areworkingtogethertodevelopthenextgenerationofmodulesthatcombineanextralevelofsecurityandconsumeverylowpower.與，通過其半導(dǎo)體分公經(jīng)久耐用的低功耗窄帶(NB物聯(lián)網(wǎng)模塊日益增長的需求。該款NBIoTProcessor:Therevenuerankingfor3Q17remainedgenerallythesameasthepreviousquarter,with,mandNVIDIArespectivelytakingfirst,secondandthird ceaccordingtoTrend .AlthoughMediaTek’s3Q17revenueandgrossmarginsareclosetotheupperboundoffinancialforecast,theyear-on-yearrevenuedroppedby18.8%,makingittheonlyoneinthelistthathadmorethan18%revenuedeclinefortwoconsecutive ,press,Trend

Processor:In introducestheIn XMM8000series,itsfamilyof5GNewRadio(5GNR)multimodecommercialmodemsandsaidithassuccessfullycompletedafullend-to-end5Gcallbasedonitsearly5Gsilicon,theIn Modem.Itoperatesinbothsub-6GHzandmillimeterwaveglobalspectrum英特爾推出了英特爾XMM8000系列，其5G新型無線(5GNR)多模調(diào)制解調(diào)器系列，并表示已經(jīng)成功完成了基于其早期5G(英特爾5G調(diào)制)(VentureBeat,FierceWireless,BusinessWire, XMM7660isnewflagshipfor4G,whichisthefirstCat.19, XMM7660isnewflagshipfor4G,whichisthefirstCat.19,1.6GbpsLTEmodem,andgoingtobelaunchedin英特爾XMM7660是4G基帶中的新MIMO、CA載波聚合以及非常廣Beta,PCMag, ,Hotworkona5Gmodemfora .Ifthereportisaccurate,may yunseatm’sdominanceinsupplyingApplesince有消息稱在5G的項目上，蘋果的工程師已經(jīng)和英特爾團(tuán)隊展開了初期的開發(fā)合作，不過5G版本的開發(fā)到了何種進(jìn)度，目前尚不得而知。 ,163,TechNode,Tencent)

Processor:m, andZTEcombinedtheir5Gexpertiseanddemonstratedwhat’sbeingdescribedastheworld’sfirstend-to-end5GNewRadio(NR)InteroperabilityDataTesting(IoDT)systemwithadataconnectionbasedon3GPPRelease高通子公司高通技術(shù)((5GNR)系統(tǒng)互通(IoDT)?；ネㄑ? ,(VentureBeat,Android,aggressivelypersuadingsmartphonevendorstoadoptitsHelioPprocessorstoreducerisksofheavyrelianceonm,whoseoperationsmightbeaffectedby’stakeoverbid,accordingtoDigitimes.BrandvendorsdedicatedtosmartphonesmodelspricedunderUSD600couldseedwindlingtechnicalsupportfrommfor chipsolutions.波攻勢，積極大陸智能品 在爭取大 press,KKNews,

nningandsalesdirectorLiYanjiindicatesthatin2018the willslowdownHelioXseriesflagshipSoCmarketdevelopment,andacceleratethepushofHelioPmid-to-highSoC.Atthesametime willalsopushmid-to-entrySoC,mainlyfocusingonMT6739SoC.X系列旗艦級市場節(jié)奏，加速推出曦力P系列中高階， 級，主推MT6739平臺。(Laoyaoba,

andformerCEOof yfoundrySemiconductorManufacturingInternational(SMIC),hasorchestratedtheestablishmentofanewfoundryhousein thatwillrunasacommuneIDM(CIDM).NamedSienICManufacturing(SIMC),thefirstY6.8B(USD1B)willbepouredintotheestablishmentinthefirstphase. 制造(CIDM)工廠，投

Processor:Appleisexpectedintroduceitsnext theA11X,whichwillarrivewithits2018seriesofiPadProat1Q/2Q18,accordingtoDigitimes.TheSoCchipwillbethefirstproductbuiltusingTSMC’s7nmprocesstechnologyalongwiththefoundry’sbackendintegratedfan-out(InFO)WLPtechnology.1Q/2Q18，開始在臺積電以7納米扇型晶圓級封裝(InFOWLP)，預(yù)期 程規(guī)劃，7納米制程已經(jīng)于4Q17正Modem:KGI ystchiKuobelievesthatApple’swilladoptIn XMM7560andmSnapdragonX20modems,whichsupport4×4MIMOtechnologywithfasterLTEtransferspeed.Hesuggeststhat70%~80% swithimprovedbasebandchipswillcomefromIn andwillpowerthe2018 .Healsoanticipatesthenew willsupportdual-SIMdual-standby凱 將會采用英特爾

Foundry:Priceofsiliconwafer,whichisoneofrawmaterialsforsemiconductor,shotupby20%comparedtoitspricefrom2016andthisiscausingamountof stonotbeabletokeepupwithincreased光刻機(jī)的知名廠商荷蘭艾司摩爾(ASML)預(yù)計2017年收入將增長25%，主要 SUMCO和韓國SKSiltron都計劃 Sina,CNBeta,XCNNews,ET硅晶圓廠商計劃2018年漲價20%，2019年繼Priceofsiliconwafershotupby公 供應(yīng)緊張，預(yù)計在2017年會有正面的業(yè)績，例如年銷量將達(dá)到8.93。公司也從150毫米晶圓退出，擴(kuò)展器300毫米晶圓的7560和高通驍龍X20(mem)支44I現(xiàn)更快的T傳輸速度。他為英特爾將會為蘋果供應(yīng)所需頻 總量78甚至 。年 將會支持雙卡雙待(ual-SIMualsany,DSS)，只使用一套就可同時使用兩張SIM卡。(CNJoltJournal,

Itisfacinglackof s,itisexpectingpositiveperformancein2017suchasmakingUSD893M(KRW1T)inannualsalesagainin2017.Ithasalsowithdrawnfrom150mmwaferbusinessandiscurrentlyextendingitsfacilitiesfor300mm4Q17m4Q1%。全球目前生產(chǎn)5萬片，0年的需求量為每月年，將1萬片。Ithasrecentlyannouncedforecastofitsperformancefor4Q17andthatpriceof300mmwaferwillbeatleast20%higherthanthatfrom4Q16.Thenumberofglobaldemandsforsiliconwafersforproducing300mmsemiconductorsiscurrently5.6Munitspermonth,andthedemandsin2020willbe6.6Munitspermonth.Itis nningtoincreasemonthlyoutputof300mmsiliconwafersby110,000unitsin2019. ystofKGISecuritiesMing-ChiKuorevealsthatApplehasa tolaunchin2H18.Thishandsetwouldpresumablyserveas XPlus”.AppleisalsoworkingonanewLCDmodelwitha6.1” ytargetthelow-endandmid-rangesmartphonemarkets.

FullDis y:Samsungisallegedlyworkingonasub-5”fulldis smartphone,yetitisnotsureifthe willlaunchsuchproduct.

布此 。

Panel:AsAR/VRhead-mounteddis y(HMD)requiresaveryneardistancetotheeyesights,theidealdis yresolutionshouldbearound2,000ppi,whichthecurrentLCD,OLEDdis potentiallyabletoachievesuchtarget.Thus,MicroLEDhasabiglikelinesstoetheoptimalsolutionforAR/VRHMDdis 但MicroLED卻有機(jī)會達(dá)成這個目標(biāo)。因此，MicroLED將很有機(jī)會成為AR/VR頭戴式裝置所選用的顯示技術(shù)。(MEMLaoyaoba) y:Anumberofsmartphonevendors, OPPO,andSamsungare yingcatch-uponthedevelopmentoffoldablesmartphonesafterZTEdebuteditsfirstfoldablemodelrecently,accordingtoDigitimes.據(jù)Digitimes，包括中國、韓國在內(nèi)的大批廠商，目前正在開發(fā)折疊手機(jī)，其中包括了、OPPO以及韓國的三星電子、LG電子等。(Digitimes,pressLaoyaoba)越來越多智 廠商開發(fā)可折 foldable發(fā)布了一款折疊雙 AxonM。這 擁有兩個5.2英寸的 屏幕

goingtolaunch2new AMOLEDdis y,whichisbelievedgoingtodrivethetouchpanelrGeneralInterfaceSolution(GIS)shipment.Withtheboundinggettingmorecomplicated,theshipmentunitpriceisgoingtorevenuesofGISin2018.

y(LGD)hasdownitsGumiP4 ntthatproducesliquid-crystaldis (LCDs).ThiscameafterLGDis ViceChairmanHanSang-beomannouncedinJul2017tocloseitsP2,P3andP4linesinGumibytheendofthisyear.LGDis betsonorganiclight-emittingdiode(OLED)dis ys,isacceleratingthephase-outofLCD.中蘋

另外折疊之后可以提供一個6.75英寸的大屏幕Announcedinmid-Oct2017itsfoldabledual-screenAxonM,featuringFHD ythatcanbeunfoldedintoawide6.75”diagonalviewing Currently adual-screensmartphoneandisexpectedtounveilmodelbeforeyear-endOO司前經(jīng)請一專，折屏折疊 有關(guān)系。ReportedlyhasappliedforrelatedpatentsforthemanufactureofscreenstobeusedintheupperpartofLG顯示器公司目前也在開發(fā)折疊屏幕，可能 蘋果進(jìn)行了合作，該司可能計劃在2020年之前推出可 的成熟產(chǎn)品ProbablyincollaborationwithLG y(LGD) foldable productaimingtomaterializeandcommercializethefoldabledis productsbefore2020.

(AMOLED)屏幕，不僅會帶動業(yè)成(GeneralInterfaceSolution,GIS)等年獲利。(UDN,Laoyaoba)

LG顯示(LGDisyLGD)最近關(guān)閉了位于龜尾市(Gumi的5代線P4工 (BusinessKorea,MyDrivers)FlexibleDis y:Withflexibleactive-matrixorganiclight-emittingdiode(AMOLED)panelfabsbuildingataquickerpacethanglobaldemand,supplycapacityofflexibleAMOLEDpanelsisforecasttobe44%higherthanglobaldemandin2018,accordingtoIHSMarkit.ThenetareacapacityofflexibleAMOLEDpanelsisexpectedtoreach4.4Mm2in2018,up100%from2017.However,demandforflexibleAMOLEDpanelsisincreasingslowerrs’expectation,at69.9%to2.4Mm2inIHSMarkit 2018年可撓式AMOLED面板的產(chǎn)能將比全球面積需求高出44%。IHSMarkit 的預(yù)期 Times,Laoyaoba,

Touch:PMOLEDpanelmakerWiseChipSemiconductorwillshowcaseits1.36”and1.8”flexiblein-cellPMOLEDtouchpanels.TheflexiblePMOLEDpanelscomewithathicknessof0.3mmandacurvatureradiusofbelow30mmandareidealforproductionof 式有機(jī)發(fā)光顯示器(PMOLED) 上。(Digitimes,press,51Touch)

Panel:TCLGroupannouncesthatitintendstoinvestinChenjiangStreet,ZhongkaiDistrict,HuizhouCitytoconstructamoduleproductionlinethatintegrate nextgenerationmoduleproject, 17.55億元。(CNBeta,Sina,JRJ) forNTD31.4B(USD1.041B),amovewhichwillrampupitsglobalLTPSpanelmarketshareto8%fromthecurrent2%.WhileInnoluxis uptheproductionof18:9all-screendis ysandthesupplyofa-Sipanelsisingtightduringthepeakseason,the thendecidedtoexpanditscapacitythroughtheacquisitionofthe6GLTPS RobertHsiao. 南部蘆竹的6代LTPSLCD工廠，總金額達(dá)314億新臺幣(約合10.41億 RobertHsiao表示，群創(chuàng)正在提高 進(jìn)而決定通過收購6代LTPS工廠來擴(kuò)張產(chǎn)能。(Digitimes,press,PJTime)

sizedapplications.TocommercializeMicroLED,inadditiontothedifficultieswithmid-to-smallsizedapplications,itscostsisnotcompetitivewithcurrentproducts.Perunitinchsize,itscostisrelativelyhigherthanOLED.MicroLEDhasmorepotentialonthelarge-sizedapplications.蘋果在MicroLED的策略布局動見觀瞻，傳出縮編團(tuán)隊的消息也 論，從蘋果的動作也不難看出MicroLED 中小尺寸的難度相當(dāng)高。MicroLED的 OLED的單價比目前MicroLED的單價相對低廉。MicroLED在大尺寸領(lǐng)域的 。(LEDInside,Laoyaoba)G3.5productioncapacityof50,000~60,000substratesa

G6LTPSlinehasacapacityof25,000substrates.

Y/

y:Visionox

’sITRI(or

Camera:Appleisworkingonanewstyleoflenseswhichwillbe

specificallyitsElectronic

takingextrawideangleshots. hasfiledapatent

as

wantstostart

infraredimaginglenses.Thepatentnotesthat“near-infrared(NIR)curvedpanels,thenmovetofoldableandfinallytostretchable 卷曲的顯示屏。(OLED-Info,JRJ,CE

LaboratoriesorEOSRL)aimtoestablishapilotlineforMicro-LED ysthatwillstartproductionin 3Q18.EOSRLrevealsthatthepilotlineisalreadyabletohandle2500(50×50)chipspertransfer,andbythetimeitisreadyitwillbeabletohandle100,000chips(100×100).研擬建立一條MicroLED試產(chǎn)線，最 50×50(2,500顆)，提升至100×100Info,LEDInside,LED

devicescapturelightinthewavelength800nm~1300nmrange.NIRimagingdeviceshavealsoattractedincreasinginterestforapplicationinvarious ,suchaspattern-baseddepthmap 蘋果最近在申請的一項拍攝角度更大的廣角鏡頭相機(jī)的技術(shù)專利。這項專利描述，近紅外成像(nearinfraredNIR設(shè)備能夠捕捉到波長在800納技術(shù)的，例如基于圖案的深度映射。(PatentlyAppleIBTimesCNImageSensor:Sonyannouncesthreenewmediumformatsensors.Thesearetheworld’sfirstBackIlluminatedsensorsandthefirsttoalsoshoot4Kand8K .TheIMX461sensorwillbeusedonthefutureHasslebladXandFujiGFX1億像素、支持30fps4K 錄制；IMX411：1.5億像素、支持30fps4K 制、18fps8K 錄制；IMX461：1億像素、支持30fps4K 錄制、18fps 錄制。消息稱索尼的這三款傳感器將于2018年正式進(jìn)入市場。(My

CameraModule:TosolvetheproblemofApple XcameramoduleandFaceIDmodulebindingproblem,themanufacturehasmovedfromJapanSharptoShenzhenfactoryofGeneralInterfaceSolution(GIS).Thankstotheextraorderforits2cameramoduleproductionlines,GIS’1Q18revenuescouldbequitesatisfying.業(yè)成(GeneralInterfaceSolution,GIS)解決蘋果 X的相機(jī)模組與FaceID

CAMERA/

andMicron

ImageSensor:hasfiledalawsuitagainstSmar sforpatentinfringementon10Nov2017.ThisisthesecondtimeOmniVisionhasfiledlawsuitin since17Oct2017.ImageSensor:hasfiledalawsuitagainstSmar sforpatentinfringementon10Nov2017.ThisisthesecondtimeOmniVisionhasfiledlawsuitin since17Oct2017.The hasrequired stostopinfringementitschipsetrelatedpatentsaswellastopayforthecompensation.知 日 )對于江蘇 發(fā)明專利 行賠償。(Laoyaoba,EEWorld,EET)經(jīng)理NavinShenoy宣布，基于3D 在2H18推出。3DXPoint SSD產(chǎn)品，包括OptaneSSDDCP4800X、OptaneSSD900P以及用盤。(CNBeta,AnandTech,Seeking

Building60(B60)attheIMFlashfacilitiesinLehi,Utah.Theexpandedfabwillproduce3DXPointmemorymedia,abuildingblockofIn Optanememoryfor recentlyannouncedIn SSD900PSeriesandnewcapacitiesandformfactorsoftheIn SSDDCP4800XSeries.英特爾和美光科技宣布，IMFlash于2006年的IMFlash合資企業(yè) NAND。IMFlash自2015年起開始生產(chǎn)3DXPoint。(Laoyaoba,BitTech, ,Guru

modulesthatdoublethecapacityofferedbyexistingNVDIMMs,combiningDDR4DRAMwithNANDflashmemorytosupportpersistentmemoryusagemodels.新一代則翻番為32GB。(CNBeta,DRAM:RevenueoftheentireglobalDRAMindustryclimbedtoanewhistorichighfor3Q17,reportsTrend .ContractpricesofvariousDRAMproductsjumpedbyabout5%onaveragein3Q17from2Q17onthebackoftheyear-endbusyseasonandlimitedbitsupplygrowth.Asthemarketstillexperiencedtightsupply,totalDRAMrevenuefor3Q17roseby16.2%from 上季再成長16.2%，整體產(chǎn)業(yè)仍處于供貨吃緊的狀態(tài)。(Trend ,press,

NAND:ICInsights’latestforecastnowshowssemiconductorindustrycapitalspendingclimbing35%thisyeartoUSD90.8B.AfterspendingUSD11.3Binsemiconductorcapexin2016,Samsungannouncedthatits2017outlaysforthesemiconductorgroupareexpectedtomorethandoubletoUSD26B:USD14Bfor3DNANDflash,USD7BforDRAM,andUSD5BforfoundryandICInsights預(yù)估， 年資本支出將倍增至 型閃存(NANDFlash)， ，ICInsights 取內(nèi)存(DRAM)制程技術(shù)，并彌補(bǔ)因制程轉(zhuǎn)換造成的產(chǎn)能損失。(ICNOR:Ea onthSMICprovidesGigaDevicewithaproductioncapacityof25,000chips,increasingthescopeofFlash.Theresultwillbea

全球編碼 器NorFlash短缺，引來供應(yīng)鏈關(guān)GlobalNORFlashisinshortage,causingattentionfromsupply (SMIC)支持，將提供兆易創(chuàng)新每月2.5萬片，占全球NorFlash約30%increaseinproductioncapacityfromthecurrentestimatedmonthlyproductioncapacityof88,000chips.陸NorFlash生產(chǎn)大廠兆易創(chuàng)新(Gigadevice)搶進(jìn)Nor (SMIC)支持， Times,

兆易創(chuàng)新

EachmonthSMICprovidesGigaDevicewithproductioncapacityof25,000chips,increasingthescopeof ’sNORFlash.Theresultwillbea30%increaseinproductioncapacityfromthecurrentestimatedmonthlyproductioncapacityof88,000chips.預(yù)定年底，月產(chǎn)能提升千片至482萬到ORlsh。Expectsbyendof2017,themonthlyproductionincreasefrom4000pcsto48,000pcs,andin2018thenumberwillincreasefrom52,000pcsto53,000pcs.ThisistoincreasetheproductionforNOR自2H17開始，借由12寸廠新制程來生產(chǎn)高容量產(chǎn)品以提升產(chǎn)能Since2H17,byusingthenewproductionfrofab,theproductioncapacityhas以每月1萬片產(chǎn)能全力配合自家NorFlash產(chǎn)品。Tousemonthly10,000productionforownNORFlashproduct.MEMORYDRAM:PartofnewproductionofDRAMwillbeavailablein2019.It

3DSensor:Appleisreportedly

arear-facing3Dsensorforain2H18thecostuptrendwillcease,andmighthavecostdownpressure.AccordingtoGartner,Samsung,SKHynix,JHICC,HefeiRuiliincreasingtheirproductioncapacitycausingsomeuncertaintiesinthefuture.In2018DRAMproductiongrowthis11.8%,butitislowerthan67.8%in2018.By2019,newproductionincreases,andwillfallintocostbattle,andannualproductionvaluewilldown25.9%,andwillbehaving2yearsofbattle. FlashMarket)

thatwouldjointhefront-facingTrueDepthsystemthat withthe X.Companiesmanufacturingtime-of-flight(ToF)sensors ,Sony,STMicroelectronicsandPanasonic.Thetestingofthetechnologyisstillinearlystagesanditcouldendupnotbeingusedinthefinalversionofthephone.蘋果正在為在2019年研發(fā)一款后置3D傳感器系統(tǒng)，這是將變成 導(dǎo)體公司和松下公司。(AppleInsider,Bloomberg,Le 傳感Breath:TheTechnion-IsraelInstituteofTechnologyistheteambehindtheNa-Nose,whichisdesignedtodetectupto17diseases.Each ismadeupofanumberof pounds,uniquetous.Theymaybedependentupongender,age,raceandahostofotherbiologicalfactors.TheNa-Nose’sdeveloper thatitcansmelldiseasesincludingsomeformsofcancer,multiplesclerosis,andParkinson’s.Sofar,ithasproventobe86percentaccurateatdetectingdiseases. 86%。(CNBeta,CNN,DailyMail)

3DSensor:AfterEpistarenteringVCSELmarket,Lextarwillprovidefacialrecognitionpackagingmodule,whichwillbeginship 2H18.Lextarexpectstherevenuewillexceedmini-LED.Lextarindicatesthat3Dsensinghas2approaches,InfraredLEDandVCSEL,andVCSELismoreaccurate.LextarhasbegunworkingwithCMOSmodulevendors.LEDsolutionisalreadyavailable,VCSELwillbefocusin2018.年的發(fā)展重點(diǎn)。(UDNLEDInside)

3DSensor:ORBBECisfoundedinShenzhenin2013.In2015,thelaunchedits3DCurrentlyORBBECistheglobal4ththatcanmassproducecommercialized3Dsensor,after andIn ORBBEC’s3Dstructuredlightcameracanrecognize10functionsincludinghumanfaceandhumanbonestructure. 頭Astra、Astramini等產(chǎn)品量 別 3DSensor:Accordingto

3DSensor:MizuhoAndroidsmartphonevendors ,OPPOandXiaomiareexpectedtoequip3Dsensingfunctionalitytotheirnewmodelsslatedforlaunchin2018,which

越來越多的 廠商已經(jīng)著手為新 裝備3D傳感器元Androidsmartphonevendorsareexpectedtoequip3Dsensingfunctionalitytotheirmodelsslatedforlaunchin

ystAbheyLambasaidtheXrampremainsXproductionestimatesmovelowerbyaround8Munitsfor2017onthebackofslower- LarganPrecision,SunnyOptical,ORBBECandHimax asthemajorbeneficiaries.

大立

得訂單Itcurrentlyhasadvantagesintermsoftechnology,patent,capacityanddesign,andhassolutionsfor3Dsensingreceiversandtransmitterlensmodules,isexpectedtoobtainsteadyordersfromexisting 一起合作的3D傳感方案已經(jīng)被OPPO、小米驗證，將在2018年為公司

particular,the3D-sensingmoduleremainsthebottleneckfortheX,withyieldimprovingonOLEDpanels,Lambacommented.援引

高通、奇美、來營收 信利

瑞

Himax,

The3Dsensingtotalsolutionsjointlydevelopedbym,Himax

他駐 裝備傳感元件大舜宇光電、 中和技等公也了應(yīng)BetaDigitimespress 舜

TrulyOpto-electronicshavebeenverifiedbyOPPOandXiaomi,andwillbegincontributingrevenuesandprofitsforrelatedfirmsin其3D結(jié)構(gòu)光傳感方案相信將在3Q18進(jìn)入量產(chǎn)

供應(yīng)鏈進(jìn)行田野后發(fā)現(xiàn)，2017年蘋果X產(chǎn)量大概會比之前

Sunny

Itsstructure-light3Dsensingsolutionreportedlywillbegin

中

productionin重點(diǎn)發(fā)展3D傳感器，算法，控制 和結(jié)構(gòu)光 機(jī)，并對年中國智 品牌的下單表示樂觀Itisfocusingondevelo 3Dsensors,algorithms,controllerchipsandstructure-light3Dcameras,andisoptimisticaboutlandingordersfrom’ssmartphonebrandsin

生物辨識

of

Sweat:ResearchconductedbyscientistsfromtheUniversityofWenxiongbelievesthat

seessmart

suggeststhatbymonitoringuser’sownsweatyskinsecretions,aaminoacidprofilecanbebuiltthat yand

anewformofsecuritythat recognitionwillco-existin2018.Currentlytoachieve3Dfacialrecognition,itisstillchallengingforAndroidvendors.Theywillcontinue

onto“incorporatefeaturessuchasafacialandimagerecognition”.InventeccurrentlyisApple’sAirPodsandHomePod.

ychangetheauthenticationprocessforelectronicdevices.Usingsweatasanidentifiercannotbeeasilymimickedorhackedbypotentialintruders.Itiscloseto“full-proof”.touse2Dandanti-spoofing

Pu, ystatYuanta

handlefacialrecognition.Heissurethatopticalunder-dis fingerprinttechnologyisreadytoentermassproductionin2Q/3Q18. 要達(dá)到會相當(dāng) ，將會采用技進(jìn)識輔以初階的偽防止 針對這種合術(shù)目前

Consulting,saidApplecouldrolloutHomePodswith3D-sensingcamerasin2019. DavidHo表示，公司在是AirPods和HomePod兩款產(chǎn)品 JeffPu預(yù)測蘋果可能會在2019年推 品。(CNBeta,TheVerge,Apple

。他們正在開發(fā)全新的安全認(rèn)證體系，成熟將徹底改變電子設(shè)備的認(rèn)證過程。使用汗水作為認(rèn)證不容易被潛在的者模仿或者被入侵。(CNBetaMashableTNW,Wiley)生物辨SENSORYFace:Buoyed

nstobuild

人臉識別市場規(guī)模將達(dá)數(shù)10

3DSensor:ams,aandsomeforeigninvestorsarepouringmoneyintostart-uptechnologyfirmsthatspecializeinfacialrecognitionsoftware.AccordingtoestimatesfromIHSMarkit, theequipmentand software-wasaUSD6.4Bmarketinin2016,with176Msurveillancecamerasalreadyinstalledbythe privatecompanies. 民間市場規(guī)?？赡芨哌_(dá)數(shù)10億。根據(jù)IHSMarkit的估計，2016年包含設(shè)備及管理軟件在內(nèi)的中國影像監(jiān)視系統(tǒng)市場規(guī)模達(dá)64億，或民間

商湯科Megvii深依

Facialrecognitionmarketsizewillgrowtomorethan (AI)研究的公司。有40個地方 技術(shù)。目前大陸幾乎所有的主要智能 SenseTime,whichlistsvarious departmentsacross s,hasjoined swithitsbacker ’sCDHInvestmentstoraiseaboutUSD450Mtoinvestinotherfirmsworkingonartificialinligence月稍早宣布近日正式完成.6億C輪融資，由中國國有資本風(fēng)險投資基金領(lǐng)投。阿里巴巴(BABA-US)支付寶的“刷臉支付功能就是以曠視科技的技術(shù)為基礎(chǔ)。IthasraisedUSD460Minitslatestcapitalraising,includinginmoney ’snationalventurecapital 資本(SequoiaCapital)投資。Sequoia-backed thathasdevelopedaninsurveillancecamerathatcancapturefacesasfarawayas獲得了硅谷 司之 資本(SequoiaCapital)投資。依2017年5月從包 中國等多位投資人籌得了3.8 Listsmorethanadozenprovincialor

rofhigh-performancesensorsolutions,andNingboSunnyOpotech,asubsidiaryofSunnyOptical,aleadingmanufacturerofintegratedopticaldevicesandopticalimagingsystemsolutionprovider,announcedacollaborationtojointlydevelopandmarket3Dsensingcamerasolutions deviceandautomotiveapplicationstoOEMsin therestoftheworld.斯半導(dǎo)體(ams)宣布與寧波舜宇光 與元件，共同為3D傳感應(yīng)用研發(fā)

departmentsacross asmajor investorsinMay,includingSequoia

BusinessMaterials:EnoughProjectha amined20oftheworld’slargestcompaniesintermsofmarketcapitalization.Mineralsupplychainsexaminedincludetin,tungsten,tantalum,andgold.Appleemergedasthe“clearleader”scoring114outofapossible120points.Followingthetop5, ,In ,and ,theremainingelectroniccompaniestakeaprecipitousdropinrankings,withPanasonicscoring42.5—andtheanchorofthechartsbeingToshibaat Rankings)”中獲得這一稱號，其坐在了第一的位置。排 公司還有Alphabet/谷歌、惠普、微軟、英特爾。(AppleInsider,EnoughProject,report,CNBeta)

HeatPipes:DespitetherecentmarketrumorsindicatingthatSamsungmaystopusingheatpipesforitsnewsmartphonesin2018,sourcesfromupstreamsupplychain yers,citedbyDigitimes,havepointedoutthatSamsungwillcontinuethethermaldesignandits rshavealreadybegunsmallvolumeproductionof GalaxyS9之外，Note9也將使用這種散熱 。(Digitimes,press,My Zaker,My熱管和真空腔均熱板散熱Heatpipesandvapor三星在2018年仍將為旗下高端智能機(jī)延續(xù)熱管散熱的方式，并投放訂熱Heat

Samsungwillcontinuethethermaldesignandits rshavealreadybegunsmallvolumeproductionofrelatedcomponents. Smartphonebrandvendorsarealsotryingoutvaporchambersforheatdissipation,buthavesofarnotyet cedanyorders.Thereisahighchanceforsmartphonebrandstoadoptvaporchambersin2019. basedChaun-ChoungTechnology(CCI)andAuras,andJapan-basedFurukawa,havealreadydeliveredsamplesto sfortesting.CONNECTIVITYVALUE5G:SoftBankandHondaareteamingupforajointresearchprogramthatwilllookathow5Gcanbeusedtoimproveconnectedcartechnology.SoftBanksaidthatitwillinstall“experimental”5GbasestationsatHondaR&D’sTakasuProvingGround,aprivatetest-drivingcourseinnorthernJapan,withtheduokickingoffthe5G-poweredjointresearchventureinApr2018.車連接技術(shù)。軟銀表示，將在須試驗場安裝“試驗性”5G 究項目。(VentureBeat,Softbank)

5G:EEhasdemonstrateditsfirstfully-functioningend-to-end5Gnetworktest.Duringthetest,EEmanagedtoachievedownloadspeedsof2.8Gbps.EEhaspartneredupwith foritstest.BT/EE攜手在倫敦測試5G上下站同覆蓋部署。(EEKitGuru,

ODM:AppleWatchSeries3thankstoitslongbatterylifeandonlinecapabilityhaswonitspopularitywith50%YoYgrowthintermsofsales.ThishelpsQuantaComputer,theODM,achieveitsfinancialgrowth.TheJan~Oct2017consolidatedrevenueshavereachedNTD839.93B,a20.6%YoY蘋果新款A(yù)ppleWatchSeries3因續(xù)航力增強(qiáng)以及可獨(dú)立聯(lián)網(wǎng)，廣獲市場青 年前月合并營收達(dá)新臺幣,399.30億元，年增20.6%；其收新高。(Laoyaoba,UDN)palhassuccessfullyobtainedmoreordersfromApple—onlyincreasingitsiPadpalhassuccessfullyobtainedmoreordersfromApple—onlyincreasingitsiPadmanufactureshareforApple,andalsoenteringAppleWatch’ssupply palalsohasreceivedmoreordersforFossilsmartwtch,withitsshipmentin2017willincreaseto1.2Munits.ODM:CompalElectronicshasreporteditsthird-revenuesreachedNTD231.61B(USD7.63B),up8%sequentiallyand10%year,whilenetprofitscametoNTD2.32B,up815%sequentiallyand7% RayChenpointedoutthatthenotebookmarketwillseeflatshipmentperformancein2018,butthe willcontinue 仁寶大吃蘋單加為蘋果iPad主力代工廠，過往負(fù)責(zé)代工iPadMini，但2017年初已跨入主流機(jī)9.7吋iPad。2017年平板出貨量卻有望年增三成，主要成長因素來自“大客戶”的

enjoyingrising 視呆帳影響，降至36.52億元，年減34%。仁寶預(yù)期，4Q17PC出貨量將較 20%。(Digitimes,press,UDN,UDN)

MainlyApple’siPadmanufacturer,andusedtomanufactureiPadmini.Butin2017alsomanufacture9.7”iPad.Itstabletshipmentisexpectedtoincrease30%in2017,thankstoits“bigcustomer”orders.17sl、UrchlspletchletchSince2017,CompalhasdemonstrateditsmanufacturedFossil,GUCCI,LV,Prada,MichaelKorstoApple,andwinoverApple’sconfidencetoletitethe2ndODM.NowitsKunshanfactoryhasanAppleWatchassemblyline,andwillentermassproductionsoon.設(shè)設(shè)XiaomiCEOLeiJunXiaomiCEOLeiJunindicatesthatthedoesnotwanttoealuxuriousbrand,andheeventhinkstraditionalthinks“expensivemeansgood”causingconsumersmisunderstandexpensivemeansgood,whichisano-returnpath.Innovationisavitaltooltosurviveinthecompetitiveelectronicsmarket.Athattreatsinnovationandefficiencyasitscore,thecansurvive小米CEO稱小米不想干成奢侈(CNBeta,Times,XiaomiViceManuKumarJainhasrevealedthatXiaomishipped9.2Msmartphonesover3Q17.小米副ManuKumarJain宣布公司在3Q17在發(fā)貨了920萬臺智能。(AndroidHeadlines,TheU.S.InternationalTradeCommissionhasdeclaredthatithaslaunchedaninvestigationofmanyofApple’sproductsthatuseScreenApplehasreportedlyagreetogivelimitedhelptothenernmenttodevelopananti-spamapplicationforitsiOStform,afterrefusingtodosobasedonprivacyconcerns. 政府 spam)應(yīng)用，之前蘋果曾因隱私問(TRAI)試圖讓其防騷擾(DoNotDisturb,DND)應(yīng)用上架蘋果應(yīng)用商店。(AppleInsider,Reuters,CN intsfroma andits licensingsubsidiarythat cross-tformremote solutions.Thereportedlylaunchedinresponse StrategicTechnologyPartners—bothofOrange,Calif.StrategicTechnologyPartnersiswholly-ownedbyAquaConnect.(ITC)宣布 )智

Baidunumberofused

tabletsrunninganobsoleteversion

andanumberofnew’soperatingsystemcouldevenincreasegoingforward,DanLuusuggested yzingandcomparingsomedatasets,’smonthlyAndroiddistributionnumbers,aswellasthe previousrevelationsregardingthescopeofits OSliketherecent announcementthattherearemorethan2BAndroiddevicesinthewild. 數(shù)據(jù)，DanLuu創(chuàng)建了一系列的圖表，以展示各版本Android日益增長的分化狀況。根據(jù)的數(shù)據(jù)分析推斷，目前約有10億+設(shè)備2年沒更新過了。(AndroidHeadlines,BGR,Danluu,OSNews,CN

notenteringtheUSwithsmartphonesatthistime.TheyareenteringanumberofotherAmericanmarkets,whereFCCcertificationisalsorequired. (AndroidAuthority,Gizmo,

productsincludingravenH.hasshowcasedanumberoftformApollo,BaiduBrain,DuerOS2.0, 工智能硬件“ravenH”等多款軟硬件 大腦、DuerOS2