[The list of the top ten analog chip companies in the world in 2020 is announced, there are no newcomers in the top ten, and the average growth rate is low]
On June 2, local time, the market research firm IC Insights released the 2020 global analog chip company rankings. There were no new players among the top ten analog companies, among which Skyworks Solutions came out on top with a 24% growth. , surpassing Infineon and ranking third, Infineon’s ranking dropped one place, and the rest of the rankings remained unchanged.
In the top ten list, Texas Instruments (TI) still has a strong lead. With 12-inch analog wafer manufacturing advantages, TI products are very cost-competitive. According to the data provided by it, compared with the 8-inch wafer production line, the cost of unpackaged analog chips produced by the 12-inch wafer production line can be reduced by 40%; considering the cost of packaging and testing, the simulation of 12-inch wafer manufacturing The chips are also 20% lower than those made on an 8-inch line.
In 2020, the global analog chip market size is US$57 billion, while the top ten companies have combined sales of US$35.4 billion, accounting for 62%, the same proportion as in 2019. In the top ten list, there are six in the United States, namely TI, ADI, Skyworks, Maxim, ON semiconductor and Microchip; three in Europe are Infineon, STMicroelectronics and NXP; in Asia, only Renesas Electronics On the list, ranked tenth.
[TSMC announced that the 4-nanometer process technology will be put into trial production in the third quarter, and the 3-nanometer will be mass-produced in the second half of next year]
On June 2nd, according to Taiwan Economic Daily, the foundry leader TSMC held a 2021 technology forum and announced that the 4nm process technology is expected to start trial production in the third quarter of 2021, which is one quarter earlier than the previous plan. The process will be mass-produced in the second half of 2022 as planned.
This year is the second year in a row that TSMC has held a technical forum in an online format to share TSMC’s latest technological developments with customers, including the N6RF process that supports next-generation 5G smartphones and WiFi 6/6e performance, and the technology that supports the most advanced automotive applications. N5A process, and an enhanced version of the 3DFabric family of technologies.
[Foreign media: Apple restarts the “Titan” project to build a complete vehicle]
On June 1, according to foreign media reports, Apple restarted the “Titan” project, the purpose is to build a complete vehicle, not to produce self-driving software. It is reported that since 2014, Apple has launched the “Titan” project. At its peak, as many as 1,000 employees were involved in the development of electric vehicles, including experts in vehicle hardware and software specialists specializing in navigation systems. Later, due to lack of experience in related fields, the project was shelved.
In 2016, Apple abandoned its plan to build its own car, laid off more than 1,000 employees, and transformed itself into developing autonomous driving technology. At the time, it was revealed that the company had shifted to developing self-driving systems rather than complete vehicles, which could potentially be used by Apple’s various automotive partners.
[Micron: put into production the first automotive universal flash memory UFS 3.1 solution in Q3 this year]
On June 2, at Computex, Micron announced the launch of its first Universal Flash Memory (UFS) 3.1 solution for automotive applications, which will be put into production in the third quarter of 2021.
Micron announced to sample 128GB and 256GB of UFS 3.1 managed NAND products for vehicles based on 96-layer NAND technology, bringing innovation to intelligent edge applications. As in-vehicle infotainment systems continue to evolve, with high-definition displays and AI-based human-machine interaction capabilities integrated into vehicles, the Micron UFS 3.1 product line provides the high throughput and low latency performance required for such applications.
[Nvidia CEO Huang Renxun: I am confident that the Chinese and British regulators will approve the acquisition of Arm]
Nvidia CEO Jen-Hsun Huang reportedly said on Wednesday that despite growing skepticism about the prospect of Nvidia’s $40 billion acquisition of SoftBank Group Corp’s chip design firm Arm, he still believes regulators will eventually will approve the transaction.
Regulators in China and other countries may approve the Arm deal later this year or in 2022, Jen-Hsun Huang said via video Wednesday at the Computex in Taipei, Taiwan. He pointed out that the previous acquisition took about a year and a half to complete, and the process of acquiring Arm may take about the same time.
[Yu Chengdong: Huawei HarmonyOS solves the problem of fragmentation of multi-device system experience]
In the evening news on June 2, Huawei officially released the HarmonyOS 2 operating system. This also means that “mobile phones equipped with HarmonyOS (Hongmeng)” have become official products for the market. At the same time, Huawei announced the slogan of the HarmonyOS operating system – all things in life, all things are unified.
Yu Chengdong, CEO of Huawei’s consumer business, said that the launch of HarmonyOS 2 supports multiple devices and multiple hardware, solves the problem of experience fragmentation between systems such as PCs, mobile phones, tablets, and watches, and will also support a large number of IoT devices. HarmonyOS 2 is an all-scenario smart life solution, one-stop solution to the five major life scenarios of smart home, smart office, smart travel, sports health, and audio-visual entertainment. In addition, HarmonyOS adopts distributed technology, which allows users to freely combine and combine hardware, and integrates multiple terminals, making it as simple as using one device for consumers.
[Ningde Times has been certified by the Volkswagen Group’s battery cell testing laboratory, the first in the world]
On June 2, according to foreign media reports, the battery testing laboratory of Tesla supplier and lithium-ion battery manufacturer Ningde Times (CATL) obtained the lithium-ion battery cell testing qualification certificate issued by Volkswagen Group. Therefore, it became the first power battery manufacturer in the world to obtain this certification.
The testing and verification center affiliated to the Ningde Times Cell Testing Laboratory has a total investment of 2 billion yuan and has more than 500 professionals. It has comprehensive power battery testing and verification capabilities, and can test battery raw materials, cells, modules, battery packs, Test objects such as battery management systems, and conduct more than 300 tests.
[SA: Xiaomi’s smartphone shipments in Chile surged 1000% year-on-year in Q1, a stunning performance]
On June 2, Strategy Analytics released a report saying that Chilean smartphone shipments in Q1 2021 increased by 71% year-on-year to a record 2.9 million units. The report pointed out that Xiaomi performed amazingly, with a year-on-year growth of more than 1,000%, winning the third place with a record 16% market share. Xiaomi is expected to take the second place by the end of this year.
According to Strategy Analytics, Xiaomi smartphone shipments in Chile surged 1,000% year-on-year from close to zero in Q1 2020 to a record 500,000 units in Q1 2021. Xiaomi’s smartphone market share in Chile surged to 16 percent from 2 percent a year earlier. Xiaomi is the fastest growing smartphone brand in Chile. Xiaomi’s low-end model, the Redmi, has won strong consumer recognition, helping Xiaomi take third place in Chile. The report predicts that if current growth trends continue, Xiaomi will overtake Lenovo-Motorola as the second-largest smartphone brand in Chile by the end of 2021.
[Tesla: It will spend more than $1 billion a year to buy battery raw materials from Australia]
On the afternoon of June 2, it was reported that Tesla said that in view of Australia’s reliable mining industry and responsible mining activities, Tesla is expected to spend more than $1 billion a year to buy battery raw materials from Australia.
Tesla’s spending on Australian battery raw materials is expected to rise to more than $1 billion a year over the next few years, Tesla chairman Robyn Denholm told an event at the Minerals Council of Australia. Currently, 3/4 of Tesla’s lithium raw materials come from Australia, and more than 1/3 of its nickel comes from Australia.
[Hyundai will develop self-developed automotive chips]
On June 2, Hyundai Mobis, the parts division of Hyundai Motor Group, is in talks with South Korea’s fabless chip company to develop self-developed automotive chips. In addition, Hyundai shared some of its automotive semiconductor specifications.
Analysts said the move reflects the South Korean automaker’s intention to achieve control through cooperation with South Korean chipmakers, reduce its reliance on foreign semiconductor supply chains and resolve supply problems more quickly.
[In the critical period of listing, Godson is caught in intellectual property disputes]
On June 2nd, Loongson Zhongke Technology Co., Ltd. issued a statement on the official Weibo, saying that Shanghai Xinlianxin Intelligent Technology Co., Ltd. (” Xinlianxin Company”) has continuously released various information to Godson Zhongke’s partners and the public. The letters and information maliciously slandering and defaming Loongson Zhongke, Loongson products and independent intellectual property rights seriously violated the legitimate rights and interests of Godson Zhongke and caused extremely bad social impact. Godson Zhongke has taken legal action and will investigate the legal responsibility of Chiplink and related personnel.
Previously, Chiplink issued a statement saying that Chiplink has obtained the only right to realize independent and controllable MIPS technology in China, and Godson Zhongke has violated several MIPS technology licensing agreements. Hong Kong has initiated arbitration proceedings and is now entering the trial stage.
[Photovoltaic leaders LONGi and Jinko have successively announced a total of four new world records for cell efficiency]
On June 2, LONGi, a leading company in the photovoltaic industry, announced that the N-type TOPCON battery, P-type TOPCON battery and HJT battery developed by the company have set new world records in terms of efficiency. Subsequently, Jinko Corporation also announced that the efficiency of large-area N-type single-crystalline silicon single-junction cells reached 25.25%, setting a new world record again.
LONGi stated that, after being tested and certified by the German ISFH Institute, the LONGi monocrystalline double-sided N-type TOPCon cell has achieved a conversion efficiency of up to 25.21%, setting a new world record; the commercial-sized monocrystalline double-sided P-type TOPCon cell has an efficiency of 25.02 % world record, is the highest efficiency of commercial size P-type cells; commercial size single crystal HJT cells conversion efficiency of 25.26%, breaking the world record.