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Semiconductor Road Conditions: Slow, Bumpy, but Straight Ahead
Semiconductor Road Conditions: Slow, Bumpy, But Straight Ahead MEPTEC Luncheon September 15, 2015 Jim Walker Gartner This webinar and accompanying slides are the intellectual property of Gartner and only clients with licensed access to Gartner’s Semiconductor research may view the webinar and slides. CONFIDENTIAL AND PROPRIETARY This presentation, including any supporting materials, is owned by Gartner, Inc. and/or its affiliates and is for the sole use of the intended Gartner audience or other intended recipients. This presentation may contain information that is confidential, proprietary or otherwise legally protected, and it may not be further copied, distributed or publicly displayed without the express written permission of Gartner, Inc. or its affiliates. © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. Presentation Overview . Semiconductor Devices . Application Markets . Outsourcing Services – Foundry & SATS/OSAT . Mergers/Acquisitions . Summary & Recommendations 1 CONFIDENTIAL AND PROPRIETARY I © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. The outlook for 2015 semiconductor growth has weakened due to softness in key electronic equipment categories including PCs, smartphones and tablets 2 CONFIDENTIAL AND PROPRIETARY I © 2015 Gartner, Inc. and/or its affiliates. All rights reserved. Key Assumptions: Semiconductor Electronic Equipment . Strong dollar remains an issue as electronic equipment vendors increase prices in affected regions, impacting demand . Traditional PC weaker, 2015 set to decline 8.7% slightly worse than previously expected . 2015 total ultramobile unit production expected to decline 1.9%, down from growth of 6.2% previously. Outlook for hybrids, clamshells and tablets all lower . Any issues with the launch of Windows 10 or Intel’s Skylake in 3Q15, which are expected to reinvigorate PC sales, could lead to further downside. -
PLANNING for INNOVATION Understanding China’S Plans for Technological, Energy, Industrial, and Defense Development
PLANNING FOR INNOVATION Understanding China’s Plans for Technological, Energy, Industrial, and Defense Development A report prepared for the U.S.-China Economic and Security Review Commission Tai Ming Cheung Thomas Mahnken Deborah Seligsohn Kevin Pollpeter Eric Anderson Fan Yang July 28, 2016 UNIVERSITY OF CALIFORNIA INSTITUTE ON GLOBAL CONFLICT AND COOPERATION Disclaimer: This research report was prepared at the request of the U.S.-China Economic and Security Review Commission to support its deliberations. Posting of the report to the Commis- sion’s website is intended to promote greater public understanding of the issues addressed by the Commission in its ongoing assessment of US-China economic relations and their implications for US security, as mandated by Public Law 106-398 and Public Law 108-7. However, it does not necessarily imply an endorsement by the Commission or any individual Commissioner of the views or conclusions expressed in this commissioned research report. The University of California Institute on Global Conflict and Cooperation (IGCC) addresses global challenges to peace and prosperity through academically rigorous, policy-relevant research, train- ing, and outreach on international security, economic development, and the environment. IGCC brings scholars together across social science and lab science disciplines to work on topics such as regional security, nuclear proliferation, innovation and national security, development and political violence, emerging threats, and climate change. IGCC is housed within the School -
China Smart Devices
China smart devices EQUITY: TECHNOLOGY The next mega trend for 2014 and beyond? Global Markets Research LTE, Smart Homes, 3D Vision, EV, IT nationalism, 21 May 2014 Smart TVs, 4G smartphones and more… Anchor themes Despite the macro slowdown and Industry view: hardware + service to stimulate industry upgrade saturation in major technology We believe “hardware + service” has become an important business model to product lines, we think innovation drive the development of China’s IT hardware sector. In the past two years, and policy supports are the popularity of WeChat and mobile gaming has accelerated adoption of 3G incubating a new round of smartphones in China. Since 2013, IPTV services such as LeTV have started growth, potentially benefiting to reshape China’s TV industry. Looking ahead, we believe: players well positioned in various Mobile video services will stimulate growth of 4G smartphones TMT sub-sectors. TV game deregulation will become a new driver for Smart TVs in China Nomura vs consensus Air pollution may boost demand for EV and green home appliances We analyse China's TMT industry E-commerce will create new opportunities in O2O logistics from the perspective of a broad scope throughout the vertical & Smart home hardware is ready to incubate service and reshape the industry horizontal axis, and across sub- Concerns on IT security will benefit players in nationally strategic areas like sectors. semiconductor and enterprise equipment Research analysts 3D vision may help machines to better understand the real world and innovate the way people use e-commerce and auto driving. China Technology Regulatory policies still matter Leping Huang, PhD - NIHK As well as the above, government policy will play an important role in guiding [email protected] the development of China technology and telecoms. -
Company Vendor ID (Decimal Format) (AVL) Ditest Fahrzeugdiagnose Gmbh 4621 @Pos.Com 3765 0XF8 Limited 10737 1MORE INC
Vendor ID Company (Decimal Format) (AVL) DiTEST Fahrzeugdiagnose GmbH 4621 @pos.com 3765 0XF8 Limited 10737 1MORE INC. 12048 360fly, Inc. 11161 3C TEK CORP. 9397 3D Imaging & Simulations Corp. (3DISC) 11190 3D Systems Corporation 10632 3DRUDDER 11770 3eYamaichi Electronics Co., Ltd. 8709 3M Cogent, Inc. 7717 3M Scott 8463 3T B.V. 11721 4iiii Innovations Inc. 10009 4Links Limited 10728 4MOD Technology 10244 64seconds, Inc. 12215 77 Elektronika Kft. 11175 89 North, Inc. 12070 Shenzhen 8Bitdo Tech Co., Ltd. 11720 90meter Solutions, Inc. 12086 A‐FOUR TECH CO., LTD. 2522 A‐One Co., Ltd. 10116 A‐Tec Subsystem, Inc. 2164 A‐VEKT K.K. 11459 A. Eberle GmbH & Co. KG 6910 a.tron3d GmbH 9965 A&T Corporation 11849 Aaronia AG 12146 abatec group AG 10371 ABB India Limited 11250 ABILITY ENTERPRISE CO., LTD. 5145 Abionic SA 12412 AbleNet Inc. 8262 Ableton AG 10626 ABOV Semiconductor Co., Ltd. 6697 Absolute USA 10972 AcBel Polytech Inc. 12335 Access Network Technology Limited 10568 ACCUCOMM, INC. 10219 Accumetrics Associates, Inc. 10392 Accusys, Inc. 5055 Ace Karaoke Corp. 8799 ACELLA 8758 Acer, Inc. 1282 Aces Electronics Co., Ltd. 7347 Aclima Inc. 10273 ACON, Advanced‐Connectek, Inc. 1314 Acoustic Arc Technology Holding Limited 12353 ACR Braendli & Voegeli AG 11152 Acromag Inc. 9855 Acroname Inc. 9471 Action Industries (M) SDN BHD 11715 Action Star Technology Co., Ltd. 2101 Actions Microelectronics Co., Ltd. 7649 Actions Semiconductor Co., Ltd. 4310 Active Mind Technology 10505 Qorvo, Inc 11744 Activision 5168 Acute Technology Inc. 10876 Adam Tech 5437 Adapt‐IP Company 10990 Adaptertek Technology Co., Ltd. 11329 ADATA Technology Co., Ltd. -
The Formation of China's Mobile TV Standards/Regulations
A Service of Leibniz-Informationszentrum econstor Wirtschaft Leibniz Information Centre Make Your Publications Visible. zbw for Economics Chao, Caleb Fu-Cheng Conference Paper The formation of China's Mobile TV standards/regulations and for future sustainable development: Socio-technical translation process study for the China's Mobile TV standard 24th European Regional Conference of the International Telecommunications Society (ITS): "Technology, Investment and Uncertainty", Florence, Italy, 20th-23rd October, 2013 Provided in Cooperation with: International Telecommunications Society (ITS) Suggested Citation: Chao, Caleb Fu-Cheng (2013) : The formation of China's Mobile TV standards/regulations and for future sustainable development: Socio-technical translation process study for the China's Mobile TV standard, 24th European Regional Conference of the International Telecommunications Society (ITS): "Technology, Investment and Uncertainty", Florence, Italy, 20th-23rd October, 2013, International Telecommunications Society (ITS), Calgary This Version is available at: http://hdl.handle.net/10419/88454 Standard-Nutzungsbedingungen: Terms of use: Die Dokumente auf EconStor dürfen zu eigenen wissenschaftlichen Documents in EconStor may be saved and copied for your Zwecken und zum Privatgebrauch gespeichert und kopiert werden. personal and scholarly purposes. Sie dürfen die Dokumente nicht für öffentliche oder kommerzielle You are not to copy documents for public or commercial Zwecke vervielfältigen, öffentlich ausstellen, öffentlich zugänglich -
ARM Cortex-A9 Performance in HPC Applications Kurt Keville, Clark Della Silva, Merritt Boyd
ARM Cortex-A9 performance in HPC applications Kurt Keville, Clark Della Silva, Merritt Boyd • ARM gaining market share in embedded systems and SoCs • Current processors include the ARM9 series, the Cortex-A8, and the Cortex-A9 • ~15 Billion ARM chips shipped to date • Thumb / Thumb-2 More efficient instruction encoding, better code density • Higher performance for select applications • VFPv3 Floating point co-processor • NEON • SIMD Extensions Up to 4x 32-bit floating point operations per instruction • No double precision ARM Cortex-A8 and Cortex-A9 • Uses ARMv7-A architecture • Uses the ARMv7-A architecture Thumb-2, NEON, VFPv3 Thumb-2, NEON, VFPv3 • Available in single and dual • Systems core packages, quads • TI BeagleBoard (1GHz) upcoming (A6, Tegra 3) Genesi Efika-MX (800MHz) • Systems • Gumstix Overo Earth (600MHz) TI PandaBoard (dual 1GHz) • NuFront NuSmart (dual 1.2GHz) TI PandaBoard Results • 3.0 Gflop/s SP NEON, 1.2 Gflop/s DP (HPL) • Power consumption Idle: ~4 Watts / board, Full load: ~7.5 Watts / board • Software & Hardware Challenges Most libraries assume x86 / x86-64, No precompiled binaries (unavailable or unoptimized), Compiler support immature (-mcpu=cortex-a9, -mhard-float) • Limited RAM on some systems, Low-quality networking hardware and software, Few possibilities for expansion, Reliability issues Energy Efficiency • 2 Gflop/s / Watt gets you #1 on Green500 PandaBoard is $175, and 18 square inches .4 Gflop/s / Watt, 0.0074 Gflop/s / $, and 0.072 Gflop/s / square inch Looking Ahead : Embedded GPUs • Most SoCs include a GPU, e.g. PVR SGX 540 (PandaBoard) • Potential for mixed CPU-GPU computation • OpenCL support, pending release of drivers on TI SoCs, available for Apple Hardware • ARM Cortex-A15 with PVR series 6 GPU • Much more powerful and better suited for computation • Tegra 3 & 4 • Potential for Cuda Support . -
Market Intelligence & Consulting Institute
Market Intelligence & Consulting Institute http://www.marketresearch.com/Market Intelligence- v3289/ Publisher Sample Phone: 800.298.5699 (US) or +1.240.747.3093 or +1.240.747.3093 (Int'l) Hours: Monday - Thursday: 5:30am - 6:30pm EST Fridays: 5:30am - 5:30pm EST Sample Development of Chinese and Taiwanese Semiconductor Industry’s Major Sectors, 2014 and Beyond Symposium Industry Intelligence Programs Document Code: SVSYM14110501 Publication Date: November 2014 © Copyright 2014 Market Intelligence & Consulting Institute, a division of Institute for Information Industry. All rights reserved. Symposium Abstract Although Taiwan’s semiconductor industry still remains ahead of China in terms of shipment value and technology development, China has been catching up fast, with an aim to beef up the industry with a series of governmental preferential and incentive policies to attract foreign investors With massive funding and aggressive talent poaching strategies, China has brought a negative impact on Taiwan’s fabless IC design industry where IC designers are most needed Presently, China and Taiwan have competed fiercely in the mobile communications domain and thus Taiwanese companies have been looking for international cooperation chances while increasing integration and R&D capabilities for high-end products to maintain edge Other than looking into the Chinese domestic market domains with high potential (mobile communications and telematics), Taiwan’s fabless IC design houses also have been trying to tap the demand in emerging markets and -
A Shifting Landscape: Patenting in the Chinese Semiconductor Industry
Moving out A shifting landscape: patenting in the Chinese semiconductor industry include the output of semiconductor ‘fabs’ After a decade of growth at home, operating in China that produce integrated Chinese semiconductor companies circuits (ICs) for other ‘fab-less’ companies, are poised to take a larger share which is substantially greater. Chinese of the global market. They are also government estimates indicate that total rapidly increasing their patenting production of semiconductor products in China stood at 7.1% of the world total activities. Multinationals should sit in 2010, or approximately US$25 billion. up and take note – not just in China, Under the government’s current five- but in their own jurisdictions as well year plan, China is looking to increase its worldwide share to 15% by 2015. By Howard Curtis, Gordon Holstead If one measures the Chinese share of the and Jinwei Wu world market not by the output of Chinese- domiciled semiconductor companies, but by The Chinese semiconductor industry has consumption of semiconductor products in enjoyed rapid growth, and now accounts China, the picture is starkly different. For for over 7% of global production of example, a PricewaterhouseCoopers (PwC) semiconductor products and up to 40% of study entitled Continued Growth – China’s worldwide consumption. Patenting activity Impact on the Semiconductor Industry – in China in the semiconductor sector has 2011 Update (November 2011) revealed increased even more rapidly, with domestic that consumption of semiconductors Chinese semiconductor companies now in China amounted to as much as 40% outstripping international firms at the of the world total, demonstrating the patent office in both patent applications impact of China’s vast electronic product filed and patents granted. -
Company Vendor ID (Decimal Format) (AVL) Ditest Fahrzeugdiagnose Gmbh 4621 @Pos.Com 3765 01Db-Stell 3151 0XF8 Limited 10737 103M
Vendor ID Company (Decimal Format) (AVL) DiTEST Fahrzeugdiagnose GmbH 4621 @pos.com 3765 01dB-Stell 3151 0XF8 Limited 10737 103mm Tech 8168 1064138 Ontario Ltd. O/A UNI-TEC ELECTRONICS 8219 11 WAVE TECHNOLOGY, INC. 4375 1417188 Ontario Ltd. 4835 1C Company 5288 1MORE INC. 12048 2D Debus & Diebold Messsysteme GmbH 8539 2L international B.V. 4048 2N TELEKOMUNIKACE a.s. 7303 2-Tel B.V. 2110 2WCOM GmbH 7343 2Wire, Inc 2248 360 Electrical, LLC 12686 360 Service Agency GmbH 12930 360fly, Inc. 11161 3Brain GmbH 9818 3C TEK CORP. 9397 3Cam Technology, Inc 1928 3Com Corporation 1286 3D CONNEXION SAM 9583 3D Imaging & Simulations Corp. (3DISC) 11190 3D INNOVATIONS, LLC 7907 3D Robotics Inc. 9900 3D Systems Corporation 10632 3D Technologies Ltd 12655 3DM Devices Inc 2982 3DRUDDER 11770 3DSP 7513 3DV Systems Ltd. 6963 3eYamaichi Electronics Co., Ltd. 8709 3i Corporation 9806 3i techs Development Corp 4263 3layer Engineering 7123 3M Canada 2200 3M CMD (Communication Markets Division) 7723 3M Cogent, Inc. 7717 3M Germany 2597 3M Home Health Systems 2166 3M Library Systems 3372 3M Scott 8463 3M Touch Systems 1430 3Pea Technologies, Inc. 3637 3Shape A/S 6303 3T B.V. 11721 4G Systems GmbH 6485 4iiii Innovations Inc. 10009 4Links Limited 10728 4MOD Technology 10244 64seconds, Inc. 12215 77 Elektronika Kft. 11175 8086 Consultancy 12657 89 North, Inc. 12070 8D TECHNOLOGIES INC. 8845 8devices 9599 90meter Solutions, Inc. 12086 A & G Souzioni Digitali 4757 A & R Cambridge Ltd. 9668 A C S Co., Ltd. 9454 A Global Partner Corporation 3689 A W Electronics, Inc. -
A Economia Política Da Indústria De Semicondutores E O Recente Desenvolvimento Limitado Da República Popular Da China Ben Lian DENG1 E Ben Shen DENG2
Fragilidade Tecnológica: A Economia Política da Indústria de Semicondutores e o Recente Desenvolvimento Limitado da República Popular da China Ben Lian DENG1 e Ben Shen DENG2 Resumo Desde o ingresso da China na OMC em 2001, a importação de componentes de semicondutores cresceu de forma acelerada, com o intuito de abastecer a demanda doméstica, e da indústria de processamento de exportações, tornando-se o bem mais importado pela China a partir de meados de 2010. Desde 2014, o governo central chinês tem executado inúmeras políticas de fomento e desenvolvimento da indústria de semicondutores, incluindo o uso de políticas de aquisição de firmas estrangeiras, com o intuito de alcançar o catch-up nesta indústria, e diminuir a dependência em relação a tecnologia estrangeira importada. Embora os esforços de Pequim, a indústria apresentou poucos progressos desde 2014 até hoje. O artigo conclui que devido a fragilidade estrutural da indústria de semicondutores chinesa, a dinâmica de mercado volátil, e especialmente as questões geopolíticas internacionais, foram fatores que influenciaram negativamente sobre o recente desenvolvimento limitado da indústria de semicondutores chinesa. Introdução A indústria de semicondutores é considerada a espinha dorsal do setor da Industria de Tecnologia da Informação e Comunicação (TIC), sendo que o principal componente manufaturado pela indústria, o semicondutor, o componente essencial utilizado na fabricação de celulares, computadores, televisores e etc. A adoção cada vez mais intensiva desta tecnologia, foi instigada através da popularização do consumo de bens eletrônicos como televisores, computadores e celulares. O consumo destes bens por sua vez foi uma das grandes responsáveis pelo rápido aumento da produtividade do trabalho nas últimas décadas, que acelerou o processo de circulação de informações, possibilitando o aumento cada vez mais rápida do comércio de bens e serviços internacionais, investimentos, conhecimento, e fluxo internacional de tecnologia, sendo essencial para a vida contemporânea. -
Annual Report 2019 2019 Annual Report
(Incorporated in the Cayman Islands with limited liability) Stock Code: 0981 Annual Report 2019 2019 Annual Report Semiconductor Manufacturing International Corporation No.18 Zhangjiang Road, Pudong New Area, Shanghai 201203, The People’s Republic of China Tel : + 86 (21) 3861 0000 Fax : + 86 (21) 5080 2868 Website : www.smics.com Shanghai . Beijing . Tianjin . Jiangyin . Shenzhen . Hong Kong . Taiwan . Japan . Americas . Europe SMIC GLOBAL NETWORK TIANJIN SAN JOSE, CA, USA BEIJING MILAN, TOKYO, ITALY JAPAN JIANGYIN, JIANGSU SHANGHAI (Headquarters) SHENZHEN, GUANGDONG HSINCHU, TAIWAN HONG KONG (Representative) SMIC FAB SMIC MARKETING OFFICE SMIC REPRESENTATIVE OFFICE SMIC BUMPING FAB THE LARGEST ADVANCED FOUNDRY IN MAINLAND CHINA EMPOWERED TECHNOLOGY ENRICHED SERVICES, ENHANCED COMPETITIVENESS CONTENTS 05 Additional Information 07 Corporate Information 09 Financial Highlights 11 Letter to Shareholders 12 Business Overview 17 Management Discussion and Analysis 24 Directors and Senior Management 33 Report of the Directors 86 Corporate Governance Report 102 Social Responsibility 105 Independent Auditor’s Report 109 Consolidated Statement of Profit or Loss and Other Comprehensive Income 110 Consolidated Statement of Financial Position 112 Consolidated Statement of Changes in Equity 114 Consolidated Statement of Cash Flows 116 Notes to the Consolidated Financial Statements CAUTIONARY STATEMENT FOR PURPOSES OF THE FORWARD-LOOKING STATEMENT This annual report may contain, in addition to historical information, forward-looking statements. These -
China Semiconductor Industry Report, 2014-2015
China Semiconductor Industry Report, 2014-2015 Jul. 2015 STUDY GOAL AND OBJECTIVES METHODOLOGY This report provides the industry executives with strategically significant Both primary and secondary research methodologies were used competitor information, analysis, insight and projection on the in preparing this study. Initially, a comprehensive and exhaustive competitive pattern and key companies in the industry, crucial to the search of the literature on this industry was conducted. These development and implementation of effective business, marketing and sources included related books and journals, trade literature, R&D programs. marketing literature, other product/promotional literature, annual reports, security analyst reports, and other publications. REPORT OBJECTIVES Subsequently, telephone interviews or email correspondence To establish a comprehensive, factual, annually updated and cost- was conducted with marketing executives etc. Other sources effective information base on market size, competition patterns, included related magazines, academics, and consulting market segments, goals and strategies of the leading players in the companies. market, reviews and forecasts. To assist potential market entrants in evaluating prospective INFORMATION SOURCES acquisition and joint venture candidates. The primary information sources include Company Reports, To complement the organizations’ internal competitor information and National Bureau of Statistics of China etc. gathering efforts with strategic analysis, data interpretation and