weekly summary联电宣布收购与富士通半导体合

FujitsuSemiconductorandUMC100%ownershipofMieFujitsuSemiconductor(MIFS),ajointventurebetween2companies.ThemoveessentiallyendshistoryofFujitsu’sin-housemanufacturingofmanufacturingresourcesinJapan.UMCwillacquire84.1%ofMIFSfromFujitsuSemiconductorforaroundJPY57.6B(USD520.52M).MIFS)的全部股权，整体

ApplewouldnotmakeafinaldecisionuntilMediaTekandm-iftheyhavebeenindeedintalksovermodemchipsupply-couldreachaconsensusonanumberofaspectsincludingproduct,technologydevelopmentandcollaborativeefforts.MediaTekHelioM70modemiscapableoftransmittingdataatspeedsofupto5Gbpswhileconnectedtoa5Gnetwork.

WaveComputing,theSiliconValleystart-upthatisrevolutionizingartificialin ligence(AI)anddeeplearningfromtheCloudtotheedgelicensableIPsolutions,todayannouncedthatithasstartedon-premiseinstallationandtestingofitsfirst-generationAIsystemswithinitialEarlyAccessProgram(EAP) MIPS的多执行绪(multithreading)达和即时功能，以及WaveComputing

BaiduhasannouncedanewAI-focusedprocessordubbedKunlun,whichthe claimsiscapableofhandlingbothd andedgeworkloads.Kunlunwillincludethe818-300trainingchip,andthe818-100forinference.ThechipsismadewithSamsung’s14nmprocess,have512GBpsmemorybandwidth,capableof260operationspersecondat100watts. (CNBeta, UMCLaoyaobaUDN,EXPReview)

andBaiduhaveannouncedanagreementthatwillseeBaiduadopttechnologyandpracticesfromIn yeaspartofitsownself-drivingcarprograms.Baiduwilladopt ye’sResponsibilitySensitivitySafety(RSS)modelinbothitsopen-sourceProjectApolloandalsouse ye’sSurroundComputerVisionKithardwaresuiteaspartofanautonomous-drivingsystemthatwillbemarketedin 与英特尔旗下ye展开合作。称，将在其为中国汽车制造商提供的产品中，使用ye的头自动感应系统、机器视觉硬件及软件。ye的“责任敏感安全(ResponsibilitySensitivitySafety,RSS)模块在按中国具体实情进行稍稍调整后，将整合进入平台。据悉，该模块是一套使汽车事故率减到最少的车辆行为规范。(DigitalTrends,

MakerwitTechnologyhasannouncedthatitssubsidyJaguarWavehassignedstrategiccollaborationwithMediaTek.Bothcompanieswilljointlydevelop5Gcoretechnologyandproducts.JaguarWaveisformedbyTinno the20th thathelpsmakevirtuallyeverychipintheworld.TheProducer waslaunchedinJulyof1998tohelpenablechipstorunfasterbychangingtheirwiringfromaluminumtocopper,whichisabetterconductor.

ApplehasallegedlyinformedInthatitwillnotusethechipmaker’s modeminits2020.Furtherdevelopmentofthe“SunnyPeak”ishaltedandIn redirectedtootherefforts2020款 中使用这家巨头制造的5G移动调制解调器。在英特

Baiduhasreleasedthelatestartificialin ligence(AI)reasoningondifferenthardware includingthedeeplearningaccelerationcardSC3/SC3+basedonBitmain’sAIchipsetBM1682. 的人工智能(AI)推理加速引擎——Anakinv0.1.0。 BM1682的深度学习加速卡SC3/SC3+。(Laoyaoba,该平台助力实现了后端互联设从铝改为电导率更大大提高了的运行速

Passivecomponentshavebeeninshortagefor2years,andvendorshavebeenexpandingtheirproduction.WalsinTechnology,Chilisinandotherbringrevenuestothewholesupplychain.PassivescomponentsupstreamequipmentandmaterialvendorLaserTekrevenuesinJun2018haveincreased20%,andexpectsbetterperformancein2H18.瓷电容(MLCC)或电感、电阻业者营收屡创佳绩之余，也带动相关设备厂营运走俏，整个从上游到下游呈现一片。元件上游设 月营收较月跳增%，2H18会更好，部分设备订单能见度直至1Q19。(UDN,Laoyaoba, Times)

Appleisgrantedapatentfiledin2014forasmartphonewithaspring-loadedbumpersystem.Inthisdesign,thecornersoftheofafall,givingextracushioningtofrontfrombeingdamaged. 增加“智能减震器”以防止玻璃显 该专利名为“电子设备保护机制”。

smartphonedesigns.ThepatentswerefiledwithWIPO(World underthetitles‘RotationMechanismandFoldableTerminal’and‘Hingeassembly,rotationmechanismandfoldable 项技术专利，包括“旋转机制和可机构和可折叠移动终端”等。 Novatek’sTDDIproducthasbeenadoptedbyOPPO,vivo,Xiaomiandwillsupplyto in3Q18.Novatek’s3Q18revenueswillbenefitfromhugeordersofTDDI,andwiththewellshipmentforTVsystemSoC.

Fullydigitalscreensarere makingindustryleaderJapan yInc(JDI)optimisticaboutboostingsalestoglobalcarmakers.Whilemostnewmodelsusuallyhaveacenterinformationpanelformaps,entertainmentandotherfunctions,manufacturersarealsoincreasinglyre facingthedriverwithaflatscreen.LookinsidethelatestBMWorMercedes-Benz,chancesareJapan ymadethepanel.传统指针式仪表，面板大厂显(JapanDisyIncJDI要让全球机。(Laoyaoba,AppleDaily,

LG’sfoldablephonepatentdepictsaregularsmartphonethatcanbefoldedinhalf.LGhasoptedforanewhingemechanismthatallowsthedis ytobefoldedatcertainangles.Additionally,thisshouldhelpavoidanydamagetothedis LG申请了可折叠专利，选择了CLSAagreesthatSamsungDis (SDC)fabutilizationwillrisefromabout35%to80%in2H18,butCLSAalsobelievesthatSamsungisnotevenconsideringtheA4fab(30,000monthlysubstrates)whichwillutilizationwillbelowerthanstated.CLSAfurtherestimatesthatBOEwillonlybeabletoproducearound6M~8MflexibleOLEDpanelsin2018,downfromearlierguidanceofaround20M.BOEfailedtobequalifiedbybothXiaomiandOPPO.里昂认为三星显示晶圆厂利用里昂还认为三星甚至没有考虑A4(每月30,000个基板将保持低于规定。里昂进一步估计，京东方年将只能生产约万

yOptronics(EDO)hasopenedaCNY27.3B(USD4.2B)AMOLEDdisyntthatboastsShanghai’sbiggestindustrialcleanroomtoproducescreensforsmartphonesandVRnt,featuringanindustrialcleanroomof320km2,isdesignedtohitfullswing. 月3(1500×1850毫米)，产品为1~15英寸的显示屏及模组(部

lensarraywithadvanced3Dsensingforaugmentedrealitycapabilities.Therear-facingcameraon2019 swillfeature“moreadvanced”sensingthanthefront-facingTrueDepthsystemonthecurrent X,withatriple-lenssetupcapableofstereoscopicimaging.消息称苹果将于2019年发布至少1款配置有三个头的新款中2个头用于提供增强现实功能，而另外1个头可以为提供3倍光学变焦功能。据德意志公司分析师JialinLu，这款的3,MacRumors,CameramakerLighthasaworkingprototypephoneswith5~9lensesontheback.The saysits64MPshots,betterlow-lightperformanceandsophisticateddeptheffects.The saysasmartphonefeaturingitsmulti-lensarraywillbeannouncedlaterin

Accordingto ystHoraceDediu,Applewouldnotusemotorisedpartsforitsfuture motorisedpartswouldbemoreproneto“wear”thantraditionalmaterialsused.HehasinsistedApplewillfocusontheremovalofthelightningportandSIMtraywithitsnext 据分析师HoraceDediu，苹果确实 Express

GlobalshipmentsofCMOSaswellasCCDimagesensorswillexceedUSD15Bbyover15%onyeartoUSD12.2Bin2017.IndustryleaderSonywillbeaggressivelyexpandingitspresenceintheautomotivesegmentin2018,whileencounteringaslowdownindemandforsmartphones,DigitimesResearchbelieves. 载应用，提升于全球车用影像传感器市占率。(Digitimes,press,iFeng)LPDDR5RAM,UFS3.0ROM,andSDExpressmemorycardswillethekeyfeaturesofthenewroundofflagshipsmartphones.

caughtupinduelingin propertylawsuitswithUnitedMicroelectronicsCorp(UMC)hasreceivedapreliminaryinjunctionfromtheFuzhouIntermediatePeople’sCourtinFujianprovince salesof26products.TheNANDflashmemorychips. vehiclessensetheirenvironment. arealreadymakingvehiclessaferandmore“intuitive”.By2028,mostvehicleswillhavesensesbetterthanhumans—atleast,thatistheaim.AccordingtoFrost&Sullivan,sensorinnovationisthekeystrategystakeholdersintheglobalautomotivevaluechainare全，更“直观”。到2028年，大多 传感器。据Frost&关键战略。(CNBeta,FleetEurope)

flight(TOF)imagesensorthatusesavalanchephotodiode(APD)pixelsandiscapableofcapturingrangeimagingofobjectsupto250mevenatnightwithpoorvisibility.Thesensorcanbeappliedinavarietyoffieldsincludingautomotiverangeimagingand

TheUniversityofTexasatArlingtonhasbeenawardedapatentforarevolutionarynewtechnologythatisabletoscanauser’seyemovementsandenablethemtonavigate withouttheuseofhands.Thetechnologywouldalsoallowuserstocommunicatetoarobotic tformwhentheywouldliketouseanobject,suchasaglassofwater.Thisnewtechnology,calleda3-Dpointofgaze SamsungDis CenterattheUlsanNationalInstituteofScienceandTechnologyinSouthKoreahaveflexiblefingerprintscannerthatcanbeembeddedinasmartphone’sdis thatcanmeasurepressureand科技大学(UNIST)研发

forits2014filingofabiometriccamerabytheUSPatentOffice,anditwillfeatureirisrecognitionaswellas3Dfacerecognition.三星早在2014年，就被专利商专利。即便在的环境中，它也

SamsungreportedlywilladoptfoldablelithiumbatterythatisdevelopedbySamsungSDI.Thefactor,andcurrentlyits3000~6000mAhcanbecommercializedalready. (CN Asmanufacturersmakelithium-ionbatteriesascheapastheycan,theyareremovingvaluableelementsthatmakethemworthwhiletorecycle,accordingtotheElectricPowerResearchInstitute.Thecostofcobalt,whichisusedasacathodematerialinbatteries,jumpedfromUSD32,500atthebeginningof2017toUSD81,000inMar2018,accordingtotheRoyalChemistrySociety.Batterymanufacturershaverespondedbyredesigningbatteriestominimizecobalt. 英国化学学会(RoyalChemistrySociety)的数据显示，钴(电池阴极)的成本从年初的 月的0。钴是电池的阴极材料，电池制造商已经通过重新设计电池来减少钴的含量。(CNBeta,

MetalchassismakerWaffercustomerportfoliointhe fieldandmanagedtoobtainnewordersfromEurope-basedcarvendors.Wafferhasbeendeliveringelectricvehiclecomponentstoitsnew 2Q18andhasestablished2newntsin tosatisfytheirdemand.Oneofthe theproductioninJul2018andtheotherNov2018.长。(Digitimes,press,UDN,UDN,willfullypushthedevelopmentof5Gdevices, nningtolaunchfirstbatchof5Gchipsetsendof2018;in1Q19tolaunchfirstwaveof5Gdevices,andin3Q19toluanch5Gsmartphone.Foritssourcing 2019,andwilldeliverinApr2019.InJul2019, willbeginsourcingfor2ndwaveofsmartphone,AR/VRand5GmoduleanddeliverinSept2019.中国移动将全面推动5G终端发展，计划于2018年底推出首批5G，1Q19推出首批5G终端，并于3Q19推出5G智能。在采购计划中，中国移动将于2019年2月开始采购智能、连接/融合型CPE以及AR/VR，并于2019年4月交付。在2019年7月采购第二批智能、AR/VR以及5G模组，于2019年9月交付。(CCIDNet,report, ,CNBeta,EEWorld)

Ericssonhasannouncedthelaunchofa5Ginnovationlabin ,sayingitwillencouragecollaborationon5G andapplicationsbetweenmunicationscarriers,industry,startups,andacademia.TheCenterofExcellenceandInnovationLabfor5Gislocatedatthe InstituteofTechnology(IIT)Delhi,andiscurrentlydemonstrating5Gbeamformingandbeam-tracking usingthe3.5GHzspectrum ” SamsungElectronicsandSKhaveannouncedthatithassuccessfullytestedthe5GNext-GenerationCore(5GNC)networktechnologythatthetwocompaniesjointlydeveloped.The5GNCtechnologyofthetwocompaniesisbasedonthe3GPPRelease-15standards,anditisindependentofthe4GLTE开发的基于3GPPRelease-15标准的 (5GNC)。5GNC独立全新功能；此外，5GNC还采用了络功能(VNF)，这也是最先进的虚拟化技术。(AndroidHeadlines,Samsung,Paper,

hassignedofficialcommercialcontractswith14virtualnetworkoperators(MVNO).Earlier alreadysignedthesimilarcontractswith16MVNOs. 前，中国已经与蜗牛移动、远式合约。(CNBetaJRJSina)

SamsungElectronicshascollaborationwithARMwillbeexpandedto7nm/5nmFinFETprocesstechnologytoremainastepaheadintheeraofhigh-performancecomputing.BasedonSamsungFoundry’s7LPP(7nmLowPowerPlus)and5LPE(5nmLowPowerEarly)process theARMArtisanphysicalIPtformwillenable3GHz+Cortex-A76processor.合作推进到7纳米/5纳米上。由三完工。(GSMArena,Samsung,

NokiaandTencentcollaboratetoexploring5G’spotentialintransportation,finance,energy, ligentmanufacturingandestablishedinShenzhenfordevelopmentandend-to-end SolutionsandInnovationCenter(CSIC)inSydney,Australia,toshowcaseits5GandInternetofThings(IoT)capabilitiesto ernmentsand府与行业展示其5G和物联网(IoT)功 (IoT)技术，以及其在澳大 ,My Byte)

UniversityofSus andtheconsultancyfirmPlumhaverecentlyannouncedtheyhavesuccessfullyThestudyfocusedontheindoorof5Gsignalsthatrunonthe3.5GHzbandandotherfrequenciesbelowthemmWavespectrum.thatatotalof14membersoftheoriginalboardofdirectorshadsubmittedtheirresignations. ,ZTE,EngadgetCN, ,

TheUnitedStatesDepartmentofCommerceisallowingZTEtoresumesomeofitsoperationsintheU.S.until1Aug2018.ZTEwillbeableto“engageincommercialtransactionsneededtomaintaintheUnitedStates”.CN

ruledthatZTEhasinfringedon7ofisrequiredtopayUSD43M.Maxellclaimsthatsince2013,ithasbeentryingtonegotiatewithZTEonpatentlicensing,butZTEhasrefusedtopurchaseauthorizationthoughitadmittedtousingsomeofMaxell’stechnology.Therefore,MaxellbelievesthatZTEintentionallyinfringeditspatent. (Maxell) 支付

XiaomiSVPWangXiangindicatesthattheU.S.marketis“veryattractive”andthatthefirmisaddingengineeringresourcestodevelopversionsofitshandsetsnetworks.Xiaomiispressingahead nstoentertheU.S.in2019.小米正在推进2019年打入市场的计划，称其在的关系能够帮助其打开局面。小米高级副王翔周二表示，市场“非常具有 CNBeta)HTCnstoslasharoundaquarterofitsglobalwork throughjobcutsatitsmanufacturingunitin,inabidtobettermanageresourcesasthe tobattledwindlingsales.HTCsaiditwouldcut1,500jobsinitsmanufacturingunitin

AccordingtoConsumerIn Partners(CIRP),inSept2017–Mar2018,bothlargerandcheaperiOSrunningmodels.Itturnsout15%~20%ofnew aremadebyformerAndroidusers. 量 机型。(MacRumors,Giz )

AccordingtoFubonSecurities ystArthurLiao,HonHaihasbeenselectedtoassemblethebulkofApple’snew thepremium5.8”OLEDmodeland90%ofthe6.5”OLEDphones,aswellas75%ofthe6.1”LCDmodel,withtheremaindergivento (富士康)和纬创分食，由于纬创2018年3月出 负责。(CNBeta,UDN,TaipeiTimes)AccordingtoCounterpointResearch,Appleregainedthetopspotintheglobalbestsellingsmartphonelistwiththe 8inMay2018.XiaomisawstrongperformancesfromitsXiaomi5AandXiaomi5Plusseries. 销量的2.4%。与之并列第一，同样拿下2.4%份额的还有三星GalaxyS9+。(CounterpointResearch,blog,GSMArena,Sina,iFeng)

UStariffsonUSD34Bof startofatradewarbetweentheworld'stwolargesteconomies.The25%levycameintoeffectatmidnightWashingtontime. hasretaliatedbyimposingasimilar25%tariffon545USproducts,alsoworthatotalofUSD34B.BeijingaccusedtheUSofstartingthe“largesttradewarineconomichistory”. 会继续升级。(BBCNews,article,Laoyaoba,BBC,BBC)TFSecurities ystMing-ChiKuoreadjustsits2H18Apple’snewshipmentforecast,frompreviously75M~85Munitsto80M~90Munits.Inparticular,6.1”LCD shipmentwouldbe50%~55%oftheoverallshipment.Fortheoverallforecast,3Q18new shipmentwouldbe15M~20Munits,and4Q18shipmentwouldbe60M~70Munits. 到总出货量的50%~55%。整体出货量预测，3Q18新 ,,

’sturnaroundoverseenbyCEOJohnChen.BlackBerry’sfallingfromUSD11BtoUSD932Min

OPPOA5isannounced–6.2”1520×720HD+,mSnapdragon450,reardual13MP–2MP+front8MP,3/4GB+64GB,Android4230mAh,OPPOA5 问世–6.2寸Android8.1，4230毫安，1500元。 Post,vivoZ1iisannounced–2280×1080FHD+,Snapdragon636,reardual13MP-2MP+front16MP,4GB+128GB,Android3260mAh,vivoZ1i–6.26寸2280×10801300万-200万前置万，

vivoZ10isannounced 5.99”720×1440HD+,Snapdragon450,rear16MP+24MP,4GB+32GB,Android vivo –5.997207.1，3225毫安。(GSMArenavivo)

SamsungGalaxyOn6is–5.6”1480×720HD+rear13MP+front8MP,三星GalaxyOn6 发布–5.6寸

Honor10GTwithGPU16MP,8GB+64/128GB,Android荣耀10GT，配置GPUTurbo技术中国发布–5.84寸1080×2280-1600万前 万，8GB+64SugarS20isannounced,equippedwithtranslatorthatsupports104languages–1080×2246FHD+,Snapdragon450,reardual12MP-5MP+front16MP,4GB+64GB,Android8.1,

–2.4”QWVGA,dual-coreprocessor,rear2MP+frontVGA,512MB+4GB,KaiOS,dual-SIM,LTE,VoLTE,NFC,2000mAh.

——printersandotherportablehardware,anddevelopsthetechnologytotagthingstobereadbythem—isacquiringXplore,oneoftheolderandandotherhard-wearinghardwareforaboutUSD90M.式扫描仪，和其他便携式硬记要的东西—用大约9000 制造商。(TechCrunch,Globe (CNBeta,Laoyaoba,Sogi,KOCPC)

haspatentedasmartwatchthatcomeswithasetofbuilt-inBluetoothearbuds.Thepatentdetailsafewwaystheearbudscouldbestored:throughacapsuleandshutswithasnap,ormagneticallyattachedandstoredinthewatchbanditself.“一种具有蓝牙耳机

whichshowcasesanideaofhowAI-drivenfeaturescanhelpusersinmeetingtheirdailyfitnessgoals.如何帮助用户实现日常目标的

Samsungwillallegedlylaunchasmartwatchrunning ’sWearOS,ratherthanitsownTizenOS.Itwillfeatureabloodpressuremonitor.Therewillbealarge470mAhbatteryandpanel-leveltheprocessorstobeshrunkdown传三星全新GalaxyWatch将改用WearOS，放弃使用多代的Tizen系

ThenewJarvishhelmet,X-AR,notonlyincludestheassortedsmartandconnectedfeatures,butalsointroducesanARheads-updis (HUD)toshowinformationontraffic.Thehelmetisequippedwithvoicecontrolsupport,whichprovidesaccesstosmartassistantslikeAmazonAlexa. (TheVerge,Engadget,

(CNBeta,TrustedReviewsAndroid

理。(Pocket-Lint,Wearable,VRBaiduistyingupwithSBDrive,asubsidiaryofSoftBankGroup,tomarket.Theywill ntostartvehicletestingbytheendof2018.’sXiamenKingLongUnitedcompanieshopetoshiptenbusesby2019andtobegincommercializationatalaterdate. 司SBDrive达成协议，在自动驾驶

SuningLogisticsandBaidu’sself-drivingbusinessunithavejointlyannouncedworkingtogethertoaccelerateself-drivingtechnologydevelopmentforlogistics,andby2020tomakeself-drivingmassfordeliveryserviceaswellasmass苏宁物流与自动驾驶事业部联模化量产。(CNBeta,TechCrunch,Globe

Volkswagensaiditislaunchinga“zero-emission”car-sharingservicecalledWEin2019,amovethatcouldaccelerateitsbattery-poweredcarproduction.TheVWbrand,whichmakesupabouthalfofrevenuefortheVolkswagenGroup,saidit in2019,withaninternationalrollouttobeginasearlyas2020“inmajorcitiesinEurope,NorthAmericaand 城市。(CNBeta,TechCrunch,

BaiduLevel4autonomousdrivingminibusApolonghasfinished100unitsproduction,andSoftBank’sunitsfortesting.HondaalsojoinedBaiduApolongresearchteam,soisPioneerandRenesasElectronics.宣布具备Level4的自动驾驶能 (SoftBank)旗下自驾技术子公司SB )备厂商先锋(Pioneer)与瑞萨电子(RenesasElectronics)亦都在 应用测试。(Laoyaoba,DW,NewOPPO,vivo,TCLandanumberoftechnologycorpshavesignedcollaborationtoformanIoTopenuniversalstandardforIoTproducts,whichwillmaketheapplicationdevelopmenteasierandseamless. 临提前打下基础。(Laoyaoba,PC

ligence(AI)systemwithaconceptstoreinHongKongthatcouldmendnextoutfitwithanabilityto“learn”thelatestfashiontrendsandtipsfromysisofdatageneratedbyAlibaba'secosystem