e 4 ds News Summary of ICT news in the Greater China region
Tuesday, July 13, 2021 [China Briefing]



semiconductor field

曝臺積電明年將推 N5A vehicle transport equipment，
Current Apple Car
TSMC: "The N5A process will focus solely on automotive semiconductor production."
◇ TSMC Selects HPC, 5G, and Automotive as Promising Semiconductor Markets
In the recently developed 5nm N5A process, only automotive semiconductors are used.
Production is expected to begin in the third quarter of 2022.
◇ Apple flaunts its honeymoon by securing large orders for Apple Car chips.
Samsung is making 5nm Tesla chips, but no results yet.


消息称台积电将大举扩张 28nm 产能，南京厂扩产生变
TSMC Reaffirms its Commitment to Expanding 28nm Line at Nanjing Fab in China
◇ TSMC to produce 28nm chips at both its fabs in Taiwan and China
Plans to expand the line... No change in tone despite US, Japan, and Germany's containment efforts
◇ 28nm wafer production to reach 100,000-150,000 sheets within 2-3 years
The Nanjing fab is expected to be responsible for approximately 40,000 units.


Assassin's semiconductor research and development in Central Asia and China
Nexperia establishes its Chinese headquarters and research center in Shanghai.
◇ Helan Semiconductor Company Nexperia Begins Full-Scale Chinese Corporateization


Prohibition on leaving the stomach and intestines:
90%-94%
Ofilm's first-half net profit expected to plummet due to adverse US news.
◇ Chinese camera module manufacturer Ofilm, subject to US government sanctions
Supply chains of Apple, Samsung, and others have been designated as human rights violators.
Net profit in the first half of the year fell 90-94% year-on-year due to the company's elimination.
◇ Huawei, the largest supplier, is also hit harder by US sanctions.



Telecommunications field

External limit, trust, limit, limit, limit, limit, limit, limit, limit, limit.
The Central Bank's Credit Management Office urges platforms to strengthen personal information management.
◇ China's central bank collects personal information from internet platform companies
We advise against providing information to financial institutions.


.mpaypass.com.cn/news/202107/12175108.html">腾讯乘车码新专利，支持两人扫码上车
Tencent files patent for ride-hailing code recognition technology: "One device for two people."
◇ Tencent's mobile device that allows two people to ride on one device
Developed authentication and payment technology and applied for a patent last May



Consumer sector

东联 Yandex West Mail，
曝小米将向俄罗斯市场推出智能音箱
Russian media predicts Xiaomi's entry into the Russian speaker market.
Xiaomi plans to launch a smart speaker in the Russian market.
◇ Russian portal company Yandex's AI assistant is expected to be installed.


網易VR independent transportation equipment
NetEase Acquires Patent for VR Game Console Design
NetEase patents a console VR game machine to replace VR headsets.



China takes aim at Tencent's internet monopoly

It's raining and raining along the mountains and rivers.</a>
The collapse of the Douyi-Huya merger has changed the landscape of China's live broadcast platforms.
◇ The Chinese live broadcasting platform market has 600 million viewers and is
Tencent, the leader in the Chinese gaming industry, is worth 3.5 trillion won...
Shares of Huya and Dowi, the top two game broadcasting platforms in China
The merger of the two companies was attempted but fell through due to government sanctions.
◇ Huya-Dowi, internal affairs are not as solid as they appear on the outside.
The collapse of the merger dealt a blow... creating opportunities for other platform companies.


大陸反壟斷再打騰訊傳被要求放棄獨家music版權
The Chinese government continues to crack down on Tencent Music with anti-monopoly laws.
◇ Tencent Music, China's No. 1 music streaming company, is under pressure from authorities
It is under constant surveillance... The reason is violation of anti-monopoly law.
◇ Documents were omitted when acquiring two companies in 2016, and Sony,
Warner, Universal, and others have exclusive rights to music.
◇ In April of this year, a fine of 1 million yuan was imposed for missing documents.
It ended, but the original fine was 10 billion yuan, and there was suspicion of lobbying.
◇ China's State Administration for Market Regulation abandons exclusive access to overseas music sources.
Recommended... Movements to curb Tencent's monopoly are expected to intensify.