The global foundry rankings in the first quarter of 2021 were released, and the foundry output value set a record

1

[Taiwan media: AMD has booked 5nm and 3nm production capacity with TSMC for the next two years]

On May 31, according to Taiwan media reports, AMD has joined hands with wafer foundry TSMC to accelerate the development and mass production of advanced process development and mass production of chiplets architecture processors in the second half of the year.

According to reports, AMD has ordered TSMC for 5nm and 3nm production capacity for the next two years. It is expected to launch a 5nm Zen 4 architecture processor in 2022 and a 3nm Zen 5 architecture processor between 2023 and 2024, which will become TSMC’s 5nm and 3nm high-end processors. The largest customer of performance computing (HPC).

2

[TrendForce: Global foundry ranking released in the first quarter of 2021, foundry output value hit a record]

It was reported on May 31 that the research institute TrendForce released the global foundry rankings for the first quarter of 2021. The total output value of the top ten foundries in the first quarter of 2021 once again exceeded a single-quarter record high, reaching 227.27. 500 million US dollars, a quarterly increase of 1%.

According to the data, TSMC ranked first with a market share of 55%, an increase of 2% month-on-month, and revenue of US$12.9 billion. Its main contribution comes from revenue from the 7nm and 16/12nm process nodes.

The global foundry rankings in the first quarter of 2021 were released, and the foundry output value set a record

3

[Strategy Analytics: Apple, Samsung continue to dominate the ultra-premium smartphone market above $900]

On May 31, the latest research report released by the market research firm Strategy Analytics shows that the total global smartphone wholesale revenue in Q1 2021 will exceed 100 billion US dollars, a year-on-year increase of 37%.

Strategy Analytics pointed out that Apple (46% share) and Samsung (19% share) still maintain a clear lead in terms of revenue, both contributing 65% revenue share in the quarter; vivo surpassed Huawei with 8% revenue share (up from 5% in the same period last year) took third place for the first time; OPPO and Xiaomi each accounted for 7% of total global smartphone revenue; Huawei accounted for only 3% of total global smartphone revenue in the first quarter.

The global foundry rankings in the first quarter of 2021 were released, and the foundry output value set a record

4

[Prohibition of private purchase of equipment: US FCC considers expanding ban on Huawei, ZTE]

On May 31, according to Mobile World Live, the US Federal Communications Commission (FCC) proposed a proposal to ban the use of Huawei and ZTE equipment in US mobile networks, even if the equipment was purchased with private funds, which may would expand the current ban involving public funding.

It called for comment on a proposal to expand the scope of legislation passed in 2019 to cover private purchases of equipment from the two suppliers, as well as other companies that U.S. lawmakers have called “untrustworthy”. If the move progresses, it would effectively prevent U.S. companies from obtaining licenses to use Huawei or ZTE equipment in their networks.

5

[Samsung Display: Plans to sell UTG foldable panels]

On May 30th, Korean media Etnews quoted industry sources as saying that Samsung Display plans to sell UTG’s foldable organic light-emitting diode (OLED) panels to other smartphone makers other than Samsung Electronics to strengthen its foldable display business. .

According to sources, Samsung Display has only sold ultra-thin flexible glass (UTG) for folding screens to Samsung Electronics before, and will now provide it to other smartphone companies. Therefore, Samsung Display’s partnership with its subsidiary and UTG maker Douinsys will be in the spotlight.

6

【Huawei 5G core network officially passed SGS Brightsight SCAS test】

May 30, according to Huawei’s official website, recently, Huawei took the lead in passing the 5G Core Network Security Assurance Specification (SCAS) test defined by 3GPP. GSMA NESAS complete security assessment of network equipment.

5GC (5G Core Network) is the 5G core network. The test was performed by the SGS Brightsight laboratory in the Netherlands, Europe, and the test results have been published on the GSMA official website. The test object is Huawei’s core network 5GC network element equipment, including four products: UNC, UDG, UPCF, and UDM. The test content covers general security, business function security, transmission security, and operation and maintenance security.

7

[Guangqi Aian: ENO, the world’s lowest wind resistance concept car. 146 mass production]

On May 31, GAC Aian announced on its official website that the world’s lowest wind resistance concept car was mass-produced. This concept car that is the first to achieve mass production is the ENO. 146 concept car.

It is reported that GAC AION released the design drawings of five concept cars in one breath on May 25, and revealed that one of them will be mass-produced. The new car will be the fifth model of GAC AION’s “AION” brand. Now it seems that GAC Aeon announced that the first mass production was the first ENO. 146 Concept models.

8

[The birth of the first trillion-dollar market value company on the ChiNext: CATL’s market value exceeded 1 trillion for the first time]

According to news on May 31, as of May 31, Ningde Times New Energy Technology Co., Ltd. rose nearly 5%, and its market value exceeded one trillion yuan for the first time, marking the birth of the first trillion-dollar market value company on the ChiNext.

According to the data, the current global power battery leader competition pattern is clear. The domestic ones are mainly represented by CATL and BYD, and the overseas battery manufacturers are mainly Panasonic, LG, Samsung and Northvolt.

9

[Hisense Home Appliances officially controls Japan Sanden: 75% of the equity has been delivered]

On May 31, Hisense Home Appliances announced that it had officially completed the equity delivery procedures for the acquisition of Japan’s Sanden Holdings Co., Ltd. The 83,627,000 ordinary shares privately issued by Power Electronics Holdings, holding approximately 75% of the voting rights, officially became the controlling shareholder of Sanden Holdings.

According to the announcement, on May 7, Sanden Holdings had held an ADR creditor meeting. All ADR creditors unanimously approved the business regeneration plan of Sanden Holdings, exempting Sanden Holdings from its ADR debt of 63 billion yen (ADR creditors refer to creditors of financial institutions participating in the business regeneration ADR process; business regeneration ADR process refers to Japanese companies in accordance with Japanese laws and regulations. The specific business recovery plan procedure applied to the Japan Business Regeneration Professional Association).

10

[Apple announces the list of 200 supply chains, adding 12 mainland companies such as Zhaoyi Innovation]

On May 31, recently, Apple (Apple) released the 2021 Supplier Responsibility Report and announced the 2020 Top 200 Supply Chain List. Specifically, among the manufacturers in mainland China, Guangdong Chaoyang Electronics and Jilin Liyuan Refining were removed, while Nanping Aluminum, Zhaoyi Innovation, Tianma Microelectronics, Jiangsu Jingyan, Suzhou Shengli Precision, and Deren were newly added. Among the 12 companies including Electronics and Synlun Technology, in terms of regions, mainland China has the largest number of new companies and plays an increasingly important role in Apple’s supply chain.

In Taiwan, China, 6 companies were added and 6 companies were removed. Among them, the newly added companies include Shuanghong, a leading company in cooling modules, Crystal Technology, a leading quartz component, Kangkong, GIS, Maolin, and Jiaze, while the companies that have been removed include Zhenglong, Fuyang Technology, a subsidiary of Pegatron, and TPK in Mainland subsidiaries Jingjia Optoelectronics, Darfon, Meilu and Mingxiang Technology.

11

[Ministry of Industry and Information Technology responds to whether Tesla’s single-pedal design is reasonable: it is not unique, and should be familiar with to ensure safety]

On May 31, according to a report from Sanyan Finance, some netizens recently submitted a letter to the Ministry of Industry and Information Technology on whether Tesla’s kinetic energy recovery system is declared and safe according to regulations. Netizens said that the combination of the “kinetic energy recovery function” and the accelerator pedal makes the accelerator pedal have a significant braking effect. This design, which goes against common sense and goes against the car’s century-old driving habits, has caused countless traffic accidents in which the accelerator pedal was accidentally stepped on. Serious violations The concept of “safety first” must be adhered to in motor vehicle design. It is hoped that the Ministry of Industry and Information Technology can provide Tesla’s approval documents and related instructions.

In this regard, the Ministry of Industry and Information Technology responded: Braking energy recovery and single-pedal driving mode are one of the new technologies of new energy vehicles. These technologies are not unique to Tesla. When purchasing and using related new energy products, users should be familiar with the technical characteristics of new energy vehicles to ensure driving safety. The vehicle system functions and safety concepts are methods that should be followed in the vehicle design and development process, and the relevant documents are generally kept in the production enterprise.

12

[Developers revealed that Apple’s M1 chip has security flaws that cannot be eliminated without changing the design]

On May 31, according to foreign media reports, developer Hector Martin (Hector Martin) discovered that Apple’s self-developed M1 chip has a security vulnerability, which allows any two applications to run under the operating system. Secretly exchanging data without using memory, slots, files, or any other normal operating system function violates the security principles of the operating system.

According to reports, Martin referred to the vulnerability as M1RACLES. He said the exploit is mostly harmless because it cannot be used to infect Macs, nor can it be used by exploits or malware to steal or tamper with data stored on computers. Martin also said that the vulnerability was fully embedded in Apple’s M1 chip and that it could not be fixed without redesigning the chip.

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