e 4 ds News Summary of ICT news in the Greater China region
Friday, July 30, 2021 [China Briefing]



semiconductor field

华为 P50 背后后心酸和悲壮：
核心僨件几乎全国产化、5G 芯片无奈只能当 4G 用
The Huawei P50 is comprised mostly of Chinese products, excluding the 5G chip.
◇ Huawei's flagship release delayed by four months due to US sanctions
Product announcements, 5G chips excluded as they haven't reached commercialization level
◇ Most products, excluding 5G chips, are made in China.
◇ The P50 is now available with Hongmeng OS, which already boasts over 40 million subscribers.
◇ China and the US are believed to be limiting sanctions on Huawei to the 5G sector.


Land control flag:
AI control power 128TOPS，10-family driving operation
China's Horizon Launches Automotive AI Chip with 128 TOPS Performance
◇ Chinese AI startup Horizon Robotics' autopilot chip
Journey 5 launched. 128 TOPS of performance on a single chip, parallel processing.
1024 TOPS possible when connected. Level 4 autonomous driving capability
Horizon Unveils Journey 5-Based Accelerator and Dedicated RTOS
◇ Journey 5 to be installed in vehicles from several Chinese automakers
◇ China is making massive, demand-driven investments in AI semiconductors.


曝联发科天玑2000年底发布：台积电4nm、A79架构
MediaTek's Dimensity 2000, announced at the end of the year, features the 4nm A79 architecture.
◇ MediaTek, with rapidly rising sales, is based on TSMC's 4nm process.
Flagship AP with Arm Cortex A79 expected to be released by the end of the year
Samsung Electronics fears losing market share to MediaTek, following Qualcomm.


Original story: 500 件，
涉及量子芯片、量子測控和量子軟件
The number of quantum technology-related applications at Bonwon Quantum is approaching 500.
◇ Origin Quantum, a Chinese quantum specialist
◇ Ranks first in China and seventh globally in quantum patent holdings
◇ Research in quantum semiconductors, measurement-control-analysis, and operating systems


業成台中廠最快明年量產 屏下指紋辨識獲日廠青睞</a>
GIS to begin mass production at Taichung DP panel plant next year
◇ Taiwan's GIS-KY Yecheng to produce ultrasonic fingerprint recognition DP panels
The Taichung plant will begin operations next year, according to Taiwanese officials.
Announcement of plans to build factories in Japan, Vietnam, and India someday.
◇ Ultrasonic fingerprint recognition DP market grows 20% annually due to non-face-to-face trends.
Growth. However, the shortage of drive chips is expected to be a variable.



Automotive sector

Jiangyin River Car Company Small Business Company:
不属实，未达成任何合作造车意向
JAC Motors Denies Rumors of OEM Partnership with Xiaomi
JAC Motors Announces No Plans to Produce Xiaomi Electric Vehicles
◇ Anhui Provincial State-owned Assets Supervision and Administration Commission contacted Xiaomi
It appears to be true. JAC, headquartered in Hefei, Anhui Province


宁德时代：Article 1
Co-produced by 钠离子电池已开始与车企和储能客户进行商业化合
CATL is moving closer to commercializing sodium-ion batteries.
◇ CATL sodium-ion battery cell energy density, 160 Wh/kg
◇ Sodium is 75 times cheaper than lithium, attracting attention as a next-generation material.
◇ Low energy density, but high stability, making ESS utilization expected.



Consumer sector

Hands-on businessman,
Whole flower production company
A global chip shortage is beginning to sweep the smartphone industry.
◇ The semiconductor supply instability that caused the automobile industry to shut down.
It also affected the smartphone industry, which had been stockpiling a lot of stock.
◇ Apple, Samsung, etc. are large in scale and thus benefit from parts trading.
◇ However, non-mainstream products such as the iPhone XS and Galaxy Note series
Controlling the quantity of a product by limiting or ending production
◇ Lenovo, TCL, HMD, and other small and medium-sized manufacturers are likely to be hit hard.


SA：2021 Q2
All brains, hands, and equipment, the same amount of money, 11%, small and medium-sized vehicles.
Global smartphone shipments in Q2, year-on-year 11% ▲
◇ Smartphone shipments in the second quarter of this year reached 314 million units, the highest in the previous year.
An 11% increase compared to the same period last year, but an 11% decrease compared to the previous quarter.
◇ Xiaomi leaps to second place for the first time, while Samsung has the lowest growth rate.



Exhibition News

2021 Chinese People’s Intelligence and Finance Awards: 8 Months 7-8 Date:
Many people, many people, many famous people
The 2021 China AI Conference will be held in Chengdu on August 7th and 8th.
◇ AI experts from China and abroad gathered together to form four forums.