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<span style='color:red'>OPPO</span> Denies Chip Design Restart Rumors

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OPPO Denies Chip Design Restart Rumors

　　According to a report from China Media Jiwei, there are recent rumors suggesting that the Chinese smartphone brand OPPO may restart its chip design business and has begun recruiting former employees from ZEKU. In response, OPPO stated that the company has terminated its ZEKU business and declined to provide further comments.　　On May 12th of this year, OPPO announced that due to global economic uncertainties and a volatile smartphone market, the company needed to make strategic adjustments to address long-term challenges. Following a decision by the Executive Management Team, the ZEKU business was terminated. The company is committed to handling all related matters resulting from this business adjustment and will continue to create value through its products.　　ZEKU issued a notice stating that the company and its wholly-owned subsidiaries and branches would be dissolved starting from May 12th. They would also legally terminate all labor contracts. Starting on May 19th, they began signing compensation agreements with employees, providing compensation of N+3, and consolidating all May salaries into a single monthly payment. Social insurance and housing fund for May were also processed.　　It is worth noting that before the business termination, ZEKU had a workforce of over 3,000 employees, with 2,500 of them based in China. In terms of personnel scale, it was one of China’s top-tier chip design companies. Established four years ago, ZEKU attracted talent from well-known chip design enterprises such as Spreadtrum, Hisilicon, Qualcomm, as well as recruiting numerous talents from renowned domestic microelectronics institutions through campus recruitment efforts.

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OPPO

Release time：2023-09-20 14:16 reading：1897 Continue reading>>

Trade news

Keysight, OPPO Collaborate to Accelerate 5G Mobile Device Development and Commercialization

Keysight Technologies announced that OPPO, one of the world’s top five mobile device manufacturers*, has selected Keysight’s 5G New Radio (NR) network emulation solutions for protocol and radio frequency (RF) performance validation in sub-6GHz frequency bands (FR1).The Chinese-based smartphone manufacturer is targeting commercial release of its first 5G mobile device in 2019. Leveraging Keysight’s 5G test solutions, OPPO will accelerate the development of their 5G smartphones and meet their strategic go-to-market goals. On November 29, OPPO used Keysight’s UXM-based 5G NR network emulation solutions to successfully establish a 5G video call, thereby completing one of the world’s first 5G signaling and data connections based on OPPO’s commercially available mobile phone.“We are proud of our 5G R&D progress, as well as the recent 5G public demonstrations, and are delighted to be working with Keysight as the leading 5G test solutions to help fast-track the release our first commercial 5G phone,” said Levin Liu, global vice president and head of the OPPO Research Institute at Shenzhen, China. “Keysight’s close relationships with our 5G chipset and operator partners affords the company valuable 5G insights and expertise, which makes them the ideal partner for OPPO.”Leading chipset manufacturers and their mobile device ecosystems use Keysight’s 5G NR network emulation solutions, compliant to the latest 3GPP 5G NR standards, to speed development and validation of new 5G designs. These solutions support both sub-6GHz and mmWave frequencies for conducted and over-the-air (OTA) testing. Common development tools enable users to share design insights gained across each stage of the device lifecycle. As a result, chipset and device manufacturers can accelerate delivery of new 5G NR products to market.“Keysight is pleased to help OPPO realize their ambitious commercial launch plans”, said Peng Cao, senior director of the Commercial Communications group at Keysight Technologies. “5G device manufacturers, like OPPO, benefit from using the same tools that leading chipset manufacturers use to validate new 5G NR products, leading to faster time to market.”

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Keysight, OPPO

Release time：2018-12-20 00:00 reading：1142 Continue reading>>

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Private equity giant KKR sees 'significant' opportunity for 'outsized' returns in China amid trade war

Executives at private equity giant KKR recently visited China and came away believing that a powerful investing opportunity awaits, due in significant part to the ongoing trade war.China already has been trying to adapt from an export-based economy to one powered by consumers, particularly the burgeoning millennial crowd and its appetite for the latest technological gadgets and apparel trends. The process, though, has been slow and questions have been raised about whether the nation can maintain its long tradition of being among the world's growth leaders.That's about to change, according to an analysis by Henry McVey, KKR's head of global macro and asset allocation. The firm manages $148.5 billion and was ranked second in the world for 2017 in funds raised among its peers, according to Private Equity International.McVey and his fellow executives saw a nation in transition, pushed most recently by the Trump administration's move to levy billions in tariffs against Chinese imports."Overall, we believe that the current trade wars with the United States will only accelerate China's shift away from an export economy dependent on global trade/flows towards a more self-reliant consumer services economy that is gaining prominence, particularly within Asia," he wrote.Consumers purchasing Xiaomi products at its flagship store in Hong Kong. "No doubt, this transition will take time, and it will likely be complicated in the near term by the political agendas of both the East and the West," McVey added. "However, the long-term trends of the Chinese millennials helping to accelerate the transition of the nation towards more of a domestically focused, services-based economy with increasing technological advancements is undeniable."For investors, that will mean "a significant long-term opportunity" despite the trade tensions, amid a need "to help fund this transition and receive potentially outsized returns along the way."At an industry level, KKR sees technology and agriculture as being the main areas of interest. Semiconductors and soybeans have been key impacted areas during the ongoing trade battles, and are thus positioned best to provide a chance to capitalize, according to the analysis.On a macroeconomic level, the surging millennial population is setting up as a big difference-maker.The demographic numbers 828 million strong in China, compared to just 66 million in the U.S. They're heavily influenced by online shopping sites, which in turn will drive the nation's economic future, McVey wrote."The power of Baidu, Alibaba, and Tencent (BAT) to decide which companies succeed or fail in China's vast consumer and corporate markets has become both outsized and unprecedented," he said."Indeed, by being part of the BAT network and infrastructure, several of the companies we met with in the healthy foods, data center, and logistics businesses are quickly emerging as almost preordained winners, often at the expense of incumbent companies in the more traditional consumer categories (many of which are multinational players)."The change is "secular, not cyclical, and it has critical implications for return on capital in the Chinese corporate sector," McVey added.The enthusiasm did come with a note of caution: Growth in China has been uneven across sectors, with financials serving as a counterweight to otherwise strong performance. McVey said crosscurrents in both domestic and international policies can "materially enhance or diminish the investment thesis.

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Instant news

Release time：2018-08-13 00:00 reading：1152 Continue reading>>

Trade news

ASE to Seize Opportunities in the Memory Market in China

Taiwanese semiconductor testing and packaging company, ASE Technology Holding Co., Ltd. yesterday stated that they would increase the scale of their semiconductor development in Mainland China, and in addition to their factory in Fujian Province they would also be open to investment from Tsinghua Holdings to expand their production capacity.In recent years, China has continually expanded the scope of development of their semiconductor industry, especially in the memory market. At the same time, they have also attracted a number of semiconductor companies to China to set up factories, for instance, this year Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) will commence operations at their 16-inch plant in Nanjing. As a result of this, ASE became attracted to the prospect of development in Mainland China.ASE Chairman Jason C.S. Chang commented that ASE’s semiconductor business will participate in the business opportunities that the development of the memory industry in Mainland China has to offer. Recently, Siliconware Precision Industries Co., Ltd. (SPIL) has also constructed a factory in Fujian Province and have opened up investment into SPIL by Tsinghua in Suzhou. In the future as the memory production capacity increases in Mainland China, the scope will also experience a corresponding expansion.

Key word：

ASE

Release time：2018-07-31 00:00 reading：1081 Continue reading>>

Trade news

Micro LED & Mini LED Market Expects Explosive Business Opportunities, with an Estimated Market Value of $1.38 Billion by 2022

Micro LED displays and Mini LED backlight technology have been the focus of spotlight in this year’s exhibitions of consumer electronics and display technology. Major manufacturers including Samsung, Sony, and AUO have showcased related conceptual products. It is also said that Samsung may mass-produce ultra-large Micro LED TVs, driving more manufacturers to invest in Mini LED R&D. According to the latest report of LEDinside, a division of TrendForce, the market value of Micro LED and Mini LED products is estimated at US$1.38 billion by 2022.New technologies will accelerate the advancement of Micro LED“Micro LED still faces many technical bottlenecks, including epitaxial wafer/chip, transfer, full color, driver IC, backplane and inspection/repair technology”, says Roger Chu, the Research Director of LEDinside. Transfer technology used to be the biggest bottleneck, but new transfer solutions have been emerging, such as Pick & Place transfer, fluid assembly, laser transfer, and roller transfer. It is expected that there will be more cost-competitive solutions in the future, which may accelerate the advancement of Micro LED.LEDinside notes that Micro LED technology is most likely adopted to display products with special requirements, especially those beyond the capabilities of LCD and OLED displays. LEDinside expects that Micro LED would be gradually applied to AR micro projections which require high brightness, automotive HUD projection applications, and ultra-large digital display in the near future. LEDinside estimates that the market value of Micro LED products will reach US$694 million by 2022.Mini LED expects growing demand in high-end backlight marketConsidering existing technical barriers for Micro LED technology, manufacturers tend to launch Mini LED backlight solutions this year, hoping to boost the demand. Displays using Mini LED backlight may appear in the market in the second half of 2018, says LEDinside, and the market value of Mini LED products is expected to reach US$689 million by 2022.Different from conventional LED backlight, Mini LED chips are smaller in size. Coupled with direct type LED backlight and local dimming, the number of LED chips used will grow at multiples. Therefore, Mini LED will become a key application that drives the demand for LED chips.However, the costs of Mini LED backlight remain too high for mainstream displays, while problems of heat dissipation and power consumption have not been solved yet. Therefore, Mini LED may cut into the market through high-end consumer products like gaming notebook, gaming monitors, monitor with special applications, as well as niche products like high-end TV with high resolution, high contrast and high color saturation. These products put more focus on specifications than on competitive prices, thus will become the main battlefield for vendors who aim to achieve technology differentiation through Mini LED backlight technology.

Key word：

LED

Release time：2018-06-22 00:00 reading：1570 Continue reading>>

model	brand	Quote
RB751G-40T2R	ROHM Semiconductor
BD71847AMWV-E2	ROHM Semiconductor
TL431ACLPR	Texas Instruments
CDZVT2R20B	ROHM Semiconductor
MC33074DR2G	onsemi

model	brand	To snap up
ESR03EZPJ151	ROHM Semiconductor
BP3621	ROHM Semiconductor
BU33JA2MNVX-CTL	ROHM Semiconductor
TPS63050YFFR	Texas Instruments
IPZ40N04S5L4R8ATMA1	Infineon Technologies
STM32F429IGT6	STMicroelectronics

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