The semiconductor industry shows a trend of the strong getting stronger

Aojie Technology's IPO on the Science and Technology Innovation Board has completed listing guidance and plans to raise funds for investment in communication chips/IPC chips and other projects

Recently, the Shanghai Regulatory Bureau disclosed the summary report of Haitong Securities Co., Ltd. on the guidance work of Aojie Technology Co., Ltd. (hereinafter referred to as Aojie Technology) for its initial public offering and listing on the Science and Technology Innovation Board. According to the disclosure, Haitong Securities has signed the "Guidance Agreement on the Initial Public Offering and Listing between Aojie Technology Co., Ltd. and Haitong Securities Co., Ltd." with the proposed listed company Aojie Technology on August 19, serving as the guidance institution for Aojie Technology's initial public offering and listing on the Science and Technology Innovation Board of the Shanghai Stock Exchange.

Jiwei Comment: The two major chip companies that will be listed next year are ASR and Spreadtrum.

Zhuoshengwei: Due to the tight wafer production capacity and changes in customer structure, the order demand in Q4 this year is uncertain

There are still uncertainties about the operating income in 2020. Zhuoshengwei said that since the beginning of the year, the integrated circuit industry has been affected by the new crown epidemic and the international political situation. Competition in the domestic and foreign raw material markets has intensified, wafer production capacity is scarce, and the supply of major accessories for mobile phone terminal manufacturers has been affected to varying degrees. The complete component support required for mobile phones will directly affect customers' demand and procurement of the company's products.

Jiwei comment: Production capacity is in short supply, small and medium-sized enterprises cannot get production capacity, and the production capacity obtained by large companies is also compressed.

SEMI: Global semiconductor manufacturing equipment sales in Q3 reached US$19.4 billion, up 30% year-on-year

Recently, the Semiconductor Industry and Equipment International (SEMI) released a global semiconductor equipment market report stating that global semiconductor manufacturing equipment sales in the third quarter of 2020 amounted to US$19.4 billion, a year-on-year increase of 30% and an increase of 16% compared to the second quarter.

Jiwei Comment: Overall, the semiconductor industry shows a trend of the strong becoming stronger, except that the business model in mainland China is somewhat different.

To promote the integration of integrated circuit industry and education in the Greater Bay Area, the School of Microelectronics of Guangdong University of Technology was unveiled

On December 5, 2020, the Greater Bay Area Integrated Circuit Industry-Education Integration Talent Training Summit Forum and the unveiling ceremony of the Guangdong University of Technology Microelectronics College were held at the Guangzhou Baiyun International Convention Center. Guangdong University of Technology is a provincial key university with engineering as its main discipline, combining engineering, science, economics, management, liberal arts, and coordinated development of multiple disciplines. As early as the beginning of this century, the school opened an undergraduate major in "Electronic Science and Technology", and successively opened "Electronic Information Science and Technology", "Integrated Circuit Design and Integrated Systems", "Microelectronics and Solid-State Electronics", "Integrated Circuit Engineering", "Microelectronics Science and Engineering" and other majors.

Jiwei Comment: The semiconductor industry lacks talent, mainly referring to senior talent. There is no shortage of junior engineers. If there is a shortage, it is graduates from well-known universities.

大陆OLED陆续恢复开案，产业链运可望将显著回温

第4 季起，大陆OLED 六代线陆续恢复开案，加上手机品牌厂扩大导入，明年OLED 渗透率可望提升至38%，台湾金属遮罩厂旭辉应材、达运精密等，可望受惠，营运将显著回温。

Jiwei Comment: Compared with wafer fabs, there are also many panel fabs in operation in mainland China, but the proportion of them reaching mass production is higher.

Samsung applies for patent for "charging ring": the phone can be wirelessly charged by placing it on the hand

According to a patent document applied by Samsung at the Korean Patent Office, a very peculiar little device is revealed. It describes a "ring" that can charge smartphones. Don't think it is just a decoration because it is small, it is actually like the Arc Reactor on Iron Man's chest. This device is not powered by a battery wrapped around the finger, but by the movement of the hand to make the disk in the "ring" magnetically cut to generate current. In layman's terms, it is a ring generator.

Jiwei comment: If smart rings are to become popular, they must find practical medical value, otherwise they are no different from toys.