R&A Weekly News 037

1.Intel unveils first socketed SoC for edge innovation.

Intel has announced the availability of its 12th Gen Intel? Core? SoC processors for IoT Edge. Representing a new lineup of purpose-built edge products optimized for Internet of Things (IoT) applications, this first-of-its-kind socketed system-on-chip (SoC) delivers high performance integrated graphics and media processing for visual compute workloads, a compact footprint to enable smaller innovative form factor designs, and a wide operating thermal design power (TDP) that enables fanless designs and helps customers achieve product sustainability goals.

About 12th Gen Intel Core SoC processors for IoT Edge: Delivering up to 4 times faster graphics1 and up to 6.6 times faster GPU image classification inference performance2 compared with 10th Gen Intel? Core? desktop processors in a 12W to 65W design, 12th Gen Intel Core SoC processors for IOT Edge include Intel? Thread Director, which intelligently directs the operating system to assign the right workload to the right core. With up to 14 cores and 20 threads, the SoC processors reach up to 1.32 times faster single-thread performance3 and up to 1.27 times faster multithread performance? compared with 10th Gen Intel? Core? desktop processors.

12th Gen Intel Core SoC processors for IoT Edge support high-performing AI for inferencing and machine vision. Up to 96 graphics execution units allow for a high degree of parallelization in AI workloads, while built-in AI acceleration on the CPU from Intel? Deep Learning Boost (Intel? DL Boost) provides additional inferencing performance. These processors fully support Intel? Distribution of OpenVINO? toolkit optimizations and cross-architecture inferencing.

2.The price of TCL Zhonghuan silicon wafers has been raised across the board, with a maximum increase of 2.4%!

TCL Zhonghuan announced the latest P-type and N-type monocrystalline silicon wafer prices. The price of each size of silicon wafer has been increased by 0.13-0.24 yuan per wafer as a whole.

Compared with the quotation on July 21, the price of P-type: 150μm thickness 218.2mm price rose to 10.86 yuan / piece, up 0.24 yuan / piece, 210mm size rose to 10.06 yuan / piece, 0.23 yuan higher than before. The price of 182mm silicon wafer is 7.62 yuan/piece, an increase of 0.15 yuan/piece from the previous issue; the price of 166mm silicon wafer is 6.33 yuan/piece, an increase of 0.12 yuan/piece from the previous issue; the price of 158.75mm silicon wafer is 6.33 yuan/piece, an increase of 0.12 yuan/piece from the previous issue. piece. Some product lines rose as high as 2.4%.

N-type: 150μm thickness 210mm silicon wafer is quoted at 10.66 yuan/piece, an increase of 0.24 yuan/piece from the previous issue; 182mm silicon wafer is quoted at 8.23 yuan/piece, an increase of 0.16 yuan/piece from the previous issue; 166mm silicon wafer is quoted at 6.84 yuan/piece, compared with the previous issue. In the previous issue, the price was increased by 0.13 yuan/piece.

3.Huawei and Apple unveil new phones, focusing on satellite communication technology.

In recent years, smartphones have fallen into a bottleneck period of innovation, and breakthroughs in imaging capabilities, screen technology, and mobile communications have become popular trends. The new product launches of Huawei and Apple coincided with each other, and both focused on the satellite communication function.

This time, Huawei released a total of four new models, including Huawei Mate50, Huawei Mate50 Pro, Huawei Mate50 RS Porsche customized version, and Huawei Mate50E.

Focusing on the technological breakthroughs of the Mate50 series, the following keywords can be captured, Beidou Communication, XMAGE, Kunlun Glass, emergency mode, etc.

Official news shows that the Huawei Mate50 series will support Beidou satellite messaging hardware capabilities. It is the industry's first mass smartphone that supports Beidou satellite messaging, and supports the latest Hongmeng 3.0 system. Moreover, this phone precedes the iPhone 14 and becomes the world's first consumer-grade phone equipped with satellite communication technology. Yu Chengdong said that when a person is in an environment without ground network signal coverage, such as in desert and no-man’s land, in distress at sea, earthquake rescue, etc., the text and location information can be sent out through the Mate50 mobile phone Beidou satellite technology Changlian App to keep in touch with the outside world and keep in touch with the outside world. Support multiple locations to generate track maps.

Apple has launched four new main iPhone series this time, namely the 6.1-inch standard iPhone 14, the 6.7-inch iPhone 14 Plus, the 6.1-inch iPhone 14 Pro and the 6.7-inch iPhone 14 Pro Max.

The iPhone 14 Pro and Pro Max are equipped with the latest A16 bionic chip, using TSMC’s 4nm process, integrating a 6-core CPU, 5-core GPU, and 16-core neural network engine. The CPU performance is 40% higher than competing products, and the GPU memory bandwidth is higher. 50% increase.

The iPhone 14 and iPhone 14 Plus are not equipped with the latest A16 bionic chip, but are equipped with the same A15 chip as the iPhone 13 Pro. They use TSMC's 5nm process and integrate a 6-core CPU, 5-core GPU, and 16-core neural network engine.

For the above two models, the major update is the satellite communication function. All four models of the iPhone 14 series can send emergency messages through communication satellites.

It is reported that this emergency connection can only be activated when the mobile phone is pointed directly at the communication satellite. The SOS software instructs the user how to point the phone to the satellite and how to maintain a connection to the satellite. The information transfer capability of this function is limited, and it can only send a short message in the fastest 15 seconds. If the user is in the woods and is covered by leaves, it will take several minutes.

In addition, Apple said that the US version of the iPhone 14 will use an electronic SIM, which is easier to activate and use the iPhone, instead of a physical SIM card holder. In this way, once the phone is stolen, the user is not afraid of losing the SIM card.

4.Samsung Display's OLED panel shipments to exceed expectations this year.

Samsung Display is expected to raise its annual iPhone OLED shipment target as shipments of the iPhone 14 Pro Max OLED increase. Industry insiders said that Samsung Display supplies OLED panels for all models of the iPhone 14 series, and this year's supply is expected to exceed expectations. Samsung initially set a target of 130 million iPhone OLED shipments this year, but it has now raised it to 149 million.

5.IC Insights predicts that TSMC's Q3 revenue is?expected to surpass Samsung's and become the world's No. 1 semiconductor for the first time.

According to estimates by IC Insights, a research institute, TSMC's revenue in the second quarter has surpassed Intel's, ranking second in the world, and it is expected to surpass Samsung again in the third quarter, thus becoming the semiconductor leader for the first time.

According to IC Insights statistics, Samsung Semiconductor's Q2 revenue was $22.623 billion, making it the world's largest semiconductor factory, while TSMC's revenue was only $18.164 billion, just surpassing Intel's $14.861 billion.

However, due to the poor performance of the memory chip market and the departure of major Samsung customers such as Qualcomm and Nvidia, IC Insights expects Samsung's Q3 revenue to fall to US$18.29 billion, a decrease of 19% from the previous month.

IC Insights estimates that TSMC's Q3 revenue is expected to exceed the $20 billion mark, reaching $20.2 billion, an increase of 11% from the second quarter, and surpassing Samsung for the first time in one fell swoop; while Intel's Q3 revenue is about $15.04 billion. A month-on-month increase of about 1%, maintaining the global No. 3 ranking.