According to foreign media reports, the 2015 CES International Consumer Electronics Show has ended in Las Vegas, USA, and many manufacturers exhibited the latest hardware and software products at this exhibition. As we all know, CES is an important vane of the global technology product industry, and in this CES, smart home is one of the protagonists. At the same time, unlike the previous years, the smart home products exhibited by major manufacturers this year no longer stay at the conceptual level, but appear as "saleable products" in the true sense, which also shows that the smart home and the Internet of Things have passed The development of the past few years has gradually become a climate. So we also have reason to believe that the smart home life for ordinary consumers is getting closer and closer. Next, let's take a look at some of the more representative smart home products unveiled at this CES. (1) Qualcomm smart home application scenarios As a chip manufacturer, Qualcomm was also painstaking at this CES. It directly built a smart home use scenario on its booth, simulating many smart products that may be involved in real life, including not only smart refrigerators and washing machines After the home appliances, there are also traditional smart hardware such as smart light bulbs and smart central control, so that visitors can experience the convenience of smart home more intuitively. (2) Parrot Pot Smart Flower Pot From the appearance, Parrot Pot is no different from ordinary flower pots, but in fact it is a smart Bluetooth flower pot with built-in sensors. Parrot Pot's sensors can measure the fertility, temperature, and moisture of the soil and notify the user when the plant is short of water. At the same time, the device can also hold 2 liters of water. If the plant is short of water and is set to automatic mode, it can automatically water through the nozzle on the top. (3) Misfit Bolt smart bulb Smart wearable manufacturer Misfit unexpectedly exhibited a smart light bulb named Bolt at this CES. This is a variable color smart light bulb that supports Wi-Fi connection. Its warm white light brightness can meet the basic living lighting needs of families. , Users can customize the color to create a suitable lighting effect in any room. At the same time, Bolt can also cooperate with Misfit's existing sleep monitoring products to simulate the light of sunrise when the user is in a light sleep state to naturally wake up the user. At present, Bolt smart bulbs have been accepted for booking on Misfit's official website, and the price is $49.99 (about 310 yuan). (4) D-Link smart home product line Router manufacturer D-Link exhibited a full range of smart home products including home automation, home security and home networking, including smart home central control Hub, smart sockets, sensors, Alarms and network cameras and other products. It is understood that these products can be connected with D-Link's cloud service platform, allowing various electrical appliances in the user's home to interact through wireless connection technology. (5) Honeywell Lyric home security system Honeywell exhibited a professional-grade Lyric home security system at CES, which includes a complete set of solutions including smoke alarm, intrusion detection, and dynamic monitoring, and can be connected to smart home appliances to control lights and home theaters. And so on, can even give feedback to the user's voice commands. Lyric home security system uses a control terminal equipped with a touch screen for unified control, which allows users to clearly understand the state of the home while receiving voice commands. However, Honeywell did not disclose the specific price and launch date of the Lyric home security system at the show. (6) WattUp wireless charging technology The gradual popularization of smart home technology has made more and more smart devices and sensors in the homes of ordinary consumers, and the demand for wireless charging technology of these devices has become stronger and stronger. Energous's WattUp wireless charging technology is aimed at this demand. And designed wireless charging solution. The coverage of this wireless charging technology is about 4.6 meters, basically able to meet the wireless charging needs of most home users, so WattUp wireless charging technology may fundamentally change the way we use electronic devices in the future, and may even subvert The rules of the game for the entire technology product industry. Energous also revealed at the show that products supporting WattUp wireless charging technology are expected to be available by the end of this year.
According to a forecast, by 2020, 85% of China's semiconductor consumption will come from overseas, and only 15% will be manufactured locally; while US chip makers will be the main suppliers in the Chinese market, followed by Samsung Electronics (Samsung Electronics). The Chinese government hopes to reverse this situation and allow Chinese manufacturers to fill 50% of local semiconductor demand in 2020, with a view to playing an important role in the global smartphone supply chain by increasing domestic semiconductor production capacity. In order to achieve the above goals, China needs to support several local semiconductor companies with revenues of up to US$10 billion in order to achieve the required US$150 billion in chip sales. But at present, there are only two semiconductor manufacturers with revenues of more than one billion US dollars in China-HiSilicon Technologies and Spreadtrum Communications. China intends to expand semiconductor supply through the following strategies: Between 2016 and 2020, invest US$100 billion to establish the domestic semiconductor industry ecosystem; these funds will help strengthen the competitiveness of China's fabless chip industry in IP and product design, and at the same time cultivate engineer talents to ensure graduation from universities The number of new engineers in colleges is sufficient for the industry. Participants in the investment include China's official investment institutions Tsinghua Unigroup and Shanghai Pudong Science and Technology Investment Co., Ltd. (ShanghaiPudongScienceandTechnologyInvestment). The establishment of a fab aims to achieve a capacity of 1 million wafers per month in 2020; those fabs will support the manufacture of memory and non-memory products, and emphasize competitive process technology. The joint venture company will likely be part of the implementation of this plan. China’s target of one million wafers per month, excluding those who manufacture chips in China; for example, Samsung in Xi’an, SK Hynix in Wuxi, and Intel (Intel in Dalian) ), and Texas Instruments (TI) with a plant in Chengdu. It is estimated that in 2015, the shipment of Chinese branded smartphones in the global market will total 643 million units, while the shipment of non-Chinese branded smartphones will be 594 million units; this phenomenon of Chinese local brand shipments surpassing foreign brands This is mainly due to the huge Chinese market and the sales volume of highly competitive Chinese mobile phone brands also appearing in markets outside China such as India and South America. Chinese local brand owners design and sell their own smartphones, and they are manufactured locally by manufacturers such as Hon Hai Precision, and the next stage is to allow local Chinese manufacturers to manufacture mobile phone chips. At present, Chinese chip manufacturers are already producing 4G modem chips and application processors, and mobile phone displays are also produced locally in China; local Chinese battery suppliers are also expanding production capacity. Those Chinese manufacturers have a very positive attitude towards promoting market growth and are willing to invest in local markets and take risks; this is very different from international brands such as Nokia, Motorola Mobility and BlackBerry. At present, the main players in the smartphone market competition are Apple, Samsung and Chinese local brands. Other wars may also be launched, but through effective planning and integration, it will bring real positive influence to Chinese semiconductors. Overall, while maintaining its focus on low costs, China is undergoing a shift to higher-level technology; China's automotive, base station, server and other product supply chains continue to strengthen, and LED lighting equipment production is also in a high-growth state. Although China still needs a lot of effort to achieve its goals, the local has a firm entrepreneurial environment and strong financial support from the government, and future development cannot be underestimated.
According to statistics from the China Semiconductor Industry Association, China's integrated circuit industry sales in the first half of 2014 were 133.86 billion yuan, up 15.8% year-on-year. Among them, the design industry continued to maintain rapid growth, with sales of 42.82 billion yuan, a year-on-year increase of 29.1%; manufacturing sales of 32.62 billion yuan, a year-on-year increase of 6.8%; packaging and testing industry sales of 58.42 billion yuan, a year-on-year increase of 12.6%. While the industry is growing rapidly, dependence on imports has begun to decline for the first time. According to customs statistics, in the first half of 2014, 130.29 billion integrated circuits were imported, an increase of 1.6% year-on-year; the import value was US$98.81 billion, a decrease of 17.1% year-on-year. With the strong support of policies, the outbreak of mobile demand has become the biggest driving force for the rapid rise of China's local integrated circuit industry. A group of domestic integrated electronics companies, including Spreadtrum, Huawei HiSilicon, Retec, and Geke Microelectronics, have achieved group breakthroughs in the fields of baseband communication chips, image sensors, CPUs, etc. around the trend of mobile terminal explosions. Apple iPhone 6 is expected to be launched in September. The industry generally expects that the “fingerprint recognition + NFC” mobile payment standard will become a new round of transformation in the mobile market led by iPhone 6, and will also bring a wave of hardware updates. The entire industry chain, including fingerprint identification chips, packaging, and modules, is expected to usher in a new round of investment opportunities. Related companies include Datang Telecom 600198 and Hengbao 002104.
The Thousand People Forum on China's Integrated Circuit Industry Innovation and Development was held on the 8th in Beijing Economic and Technological Development Zone. Nearly 40 experts from the IC industry gathered in the "Thousand Talents Plan" to share their experiences and suggestions for my country's IC industry development. According to reports, the integrated circuit industry is the foundation of today's information society, plays an important role in various aspects such as national economy, national security, and people's lives, and is an important symbol of national competitiveness. Since the implementation of the national major science and technology project "Very Large-Scale Integrated Circuit Manufacturing Equipment and Complete Processes" (Special 02), my country's integrated circuit industry technology has made great progress. Beijing Economic and Technological Development Zone SMIC and other key enterprises undertook national 02 special projects, accounting for about 20% of the total number of national enterprise-led projects, and became a major town in my country's integrated circuit industry. It is understood that the integrated circuit production technology has been advanced to 28 nanometers, pilot technology research and some key materials and equipment have been laid out at the 20-14 nanometer technology node, the overall technical strength of the industry has been significantly improved, integrated circuit design, manufacturing capabilities and international advanced The level gap is constantly narrowing, packaging and testing technology is gradually approaching the international advanced level, and some key equipment and materials are adopted by domestic and foreign production lines. With the new wave of development ushered in by China's integrated circuits, this forum is devoted to building a good communication platform for Chinese integrated circuit design companies, manufacturers, packaging and testing companies, and related people in the industry to promote and promote domestic integration The future development of the circuit industry has a positive impact. This forum is hosted by the National 02 Major Special Implementation Management Office, and is hosted by the Beijing Economic and Technological Development Zone Management Committee, the Integrated Circuit Materials Industry Technology Innovation Strategic Alliance, and the Integrated Circuit Packaging and Testing Industry Chain Technology Innovation Strategic Alliance.
In June this year, the National Integrated Circuit Industry Development Promotion Program was officially announced. The members of the National Integrated Circuit Industry Development Leading Group established according to the program include the person in charge of the provincial government where the integrated circuit industry is concentrated. The leading group is responsible for overall planning and coordination, integrating and mobilizing resources of the central, local and social sectors. Apart from measures such as financial support, financial support and tax incentives, one of the highlights of the "Outline" is the proposal to establish a national industrial investment fund. But before this, China's integrated circuit industry has set off a boom in capital mergers and acquisitions. In August 2013, Tsinghua Unisplendour Group acquired the Spreadtrum technology company listed in the United States, which delisted the latter, and subsequently acquired the third-ranked Radico in the field of integrated circuit design. "At present, there is a trend in the domestic integrated circuit industry, that is, local governments that are willing to develop the integrated circuit industry have invited leading domestic companies to develop locally, and the two sides have carried out some degree of capital cooperation. In 2013, the integrated circuit industry promotion outline has been in During the preliminary investigation, Tsinghua Unisplendour was able to acquire the No. 1 Spreadtrum of domestic integrated circuit design by capital operation. It is estimated that it has mastered the direction of national policy." A Jinan High-tech Zone staff told reporters. It is reported that a policy direction of the current round of integrated circuit outline is to encourage enterprises to merge and reorganize to form about 10 internationally competitive enterprises, encourage domestic enterprises to expand international cooperation, mergers and acquisitions to integrate international resources. "The state will also hand over some tasks to designated key enterprises. For example, the task of the Beidou chip will be handed over to Spreadtrum." The above staff from Jinan High-tech Zone told reporters. Although the rumored 120 billion national industrial investment fund has not yet been finalized, there is already a reference to the operation of the industrial investment fund. In December 2013, the National Development and Reform Commission, the Ministry of Industry and Information Technology and the Beijing Municipal Government jointly funded the establishment of the Beijing Integrated Circuit Industry Investment Fund, publicly convened fund managers, and put forward corresponding partnership requirements. Although the National Industrial Investment Fund is still in preparation, it focuses on supporting the field of integrated circuit manufacturing, taking into account the principle of investment in design, packaging and testing, equipment, and materials. It seems to be "tailor-made" in the industry.
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