The restructuring of the global industrial chain is a high probability event in the next few years

Weekly News: The first project of the second phase of the Big Fund was signed, and Aojie Technology completed a $119 million D+ round of financing

The second phase of the National Big Fund's investment in Unisoc has been signed, the total investment in Wuhan Huaxing Optoelectronics' T4 production line has increased to 39 billion yuan, Yangjie Power Semiconductor Chip Packaging and Testing Project has started, GCL Integrated Hefei Semiconductor Recycled Wafer Project has been registered with the National Development and Reform Commission, Changsha HKC Project strives to cap the main plant by the end of July, Visionox's subsidiary Zaozhuang Ruinuo OLED Optoelectronics Project has been put into production, and Aojie Technology announced the completion of a $119 million D+ round of financing...

Jiwei comment: The more promising a semiconductor company’s financing is, the higher its valuation will be, and the more picky it will be.

Performance review of the 13 largest PCB manufacturers in A-shares: 5G accelerates PCB to become an industrial structure of "one super and many strong"

After delaying construction and destocking, the PCB industry has ushered in the "dawn" of new infrastructure with the support of the Ministry of Industry and Information Technology's policies. In particular, while the first-quarter performance of manufacturers in the entire mobile phone industry chain was generally lower than expected, benefiting from the demand for 5G communications and servers, the performance of most PCB manufacturers in the first quarter tended to stabilize, and the net profit growth of leading manufacturers was relatively significant.

Jiwei Comment: Although there are not many Chinese semiconductor manufacturers that actively export, many of them are exported overseas along with the terminal market.

China and Japan jointly release a new fast charging standard: twice the power of Tesla V3

Recently, we learned that the CHAdeMO Association (Japan Electric Vehicle Fast Charger Association) and the China Electricity Council jointly released a new version of the CHAdeMO fast charging standard, CHAdeMO 3.0. Under the new standard, the DC charging power can exceed 500kW (maximum current 600A), and it can be compatible with the previous CHAdeMO version, GB/T (national standard version) and other fast charging systems of different standards, and may also be adapted to Tesla in the future.

Jiwei Comment: It is estimated that in the future, fast charging of car companies will be like that of current smartphones, with the same basic standards and their own extensions.

Tesla aims to increase the localization rate of Chinese vehicle parts by 70% by the middle of next year

According to the Liberation Daily, Tao Lin, vice president of external affairs at Tesla, said in an interview recently that Tesla is accelerating the localization rate of parts for the domestically produced Model 3. In January this year, the localization rate of parts at Tesla's Shanghai factory was about 30%, and it is planned to increase to 70%-80% by July next year.

Jiwei Comment: From a market perspective, most European and American companies will choose to stay in China, but many will transfer their industrial chains for political reasons. The restructuring of the global industrial chain is a high-probability event in the next few years.

China has built the world's highest 5G base station! 5G signals cover the top of Mount Everest for the first time

China Mobile recently announced that after days of hard work, it has opened the world's highest 5G base station at the Everest Forward Camp at an altitude of 6,500 meters, achieving 5G signal coverage of the Everest's northern slope climbing route and the Everest summit. So far, China Mobile's five 5G base stations at the Everest Forward Camp at an altitude of 6,500 meters, the 5,800-meter transition camp, and the Everest Base Camp at an altitude of 5,300 meters have all been put into use, which will provide strong support for the 2020 Everest altitude measurement.

Jiwei Comment: China has long been ahead of developed countries in Europe and the United States in terms of network construction, but is it really useful to build a 5G base station on Mount Everest?

Panel factory capacity utilization rate in Q2 dropped to 80%

In the first quarter, due to supply chain disruptions and panel shortages, the average panel plant capacity utilization rate increased to 85%. However, in the second quarter, due to the global lockdown and the closure of TV factories, panel demand decreased and prices fell. Market research firm DSCC expects that panel plant capacity utilization will drop below 80% this quarter, and capacity utilization will remain low in the second and third quarters.

Jiwei comment: It now seems that the impact of the epidemic on home appliances such as televisions is far greater than that on mobile phones.

Galaxy Z Flip 2 new patent exposure: rear triple camera and small-size auxiliary screen

Samsung plans to launch a 5G version of the Galaxy Z Flip foldable phone before the end of this year. However, Dutch technology media LetGoDigital discovered the design patent submitted by Samsung in January this year and it was officially included by the World Intellectual Property Office (WIPO) a few days ago.

Jiwei comment: Samsung has once again taken the lead in foldable phones, this time also thanks to its leading panel technology.