domestic
1. Over 13Gbps, Huawei refresh the Wi-Fi 7 fastest record record
According to the official news of Huawei, facing the global market, Huawei completed the industry's first Wi-Fi 7 AP performance test in the Tolly Laboratory in the United States. The whole machine performance exceeded 13Gbps and the single terminal peak performance exceeded 4.33Gbps. This data subverts the results of all Wi-Fi performance test results and refresh the fastest record record.
The Tolly test report states: "Huawei Airengine 8771-X1T Wi-Fi 7 AP's 6GHz RF provides the real Wi-Fi 7 single end-end end-end-to-end-to-end sponging of 4.33Gbps. Performance. "Wi-Fi 7 is the 7th generation Wi-Fi standard, corresponding to the upcoming new revised standard IEEE 802.11be. Based The 6GHz spectrum is technically upgraded. For example, the wider 320MHz frequency width, higher-level 4096-QAM modulation and Multi-Link are used. The Wi-Fi 7 raised the single radio frequency theory to 23Gbps, which is 2.4 times that of the current Wi-Fi 6.
2. Xiaomi Automobile will be released next year, and BAIC Group appears at the Xiaomi Science and Technology Park to participate in the closed door meeting
According to reports, a number of BAIC bus appeared at Xiaomi Technology Park to participate in the Xiaomi closed door yesterday. Participants said: "This closed door will only invite core customers to invite core customers, involving Xiaomi mobile phone and automobile -related supply chain companies."
Unfortunately, the meeting belongs to the closed -door meeting. It adopts an invitation system. The confidential level is high, and it is not allowed to carry any electronic equipment such as mobile phones, computers, tablets, etc. to enter the venue. It is worth mentioning that recently, some bloggers have exposed a large number of real shots of Xiaomi car's white body. The outline of this new car appeared directly in the world, revealing a large amount of information about the appearance characteristics and some in -car layout information. Regarding the progress of Xiaomi Automobile, the current car, such as Lei Jun, Lu Weibing, etc., said that the new car will be officially released next year.
3. Byte beating PICO responds to "80%of the layoffs" rumors: employees reduce the overall proportion of about 23%
Recently, the adjustment of the PICO organization has aroused public opinion, and there are rumors that Pico "80%of the layoffs". According to reports, Pico responded to this that Pico adjusts the organizational structure to better focus on the long -term exploration and breakthrough of hardware and core technologies, and create long -term value with greater determination. Correspondingly, the scale of short -term investment and related teams will be reduced, involving more than 300 employees, accounting for about 23%of the overall proportion.
Pico emphasized that the adjustment of the organization will not affect consumers' purchase and experience PICO products, and the company will strengthen investment in product development and core technical capabilities. PICO issued an internal notice that plans to adjust the organizational structure. The mobile OS team will incorporate the development and engineering architecture of byte -beating products to strengthen the investment and unified management of the Central Taiwan in the development of OS core technology.
4. Lei Jun said that Xiaomi 14 / Pro series mobile phones have sold more than 1 million units, but the shortcomings are still serious.
Xiaomi Mi 14/Pro series mobile phones were sold on October 31. After a week of double 11 wars, Lei Jun said today that Xiaomi 14 series mobile phones have sold more than 1 million units. However, Lei Jun also said: "(Xiaomi 14 series) is still serious. We are desperately urging the order, please be patient and so on."
Xiaomi 14 / Pro series mobile phones start from 3,999 yuan, optional standard version and PRO version, and also released a special version of Xiaomi 14 Pro titanium titanium, priced at 6499 yuan, equipped with 16GB + 1TB storage, the remaining configuration is consistent with the original version. Lei Jun also previously mentioned the problem of out -of -stock Xiaomi 14 series, especially the special edition of titanium, indicating "high cost and difficulty in processing."
5. It is reported that BYD will build the first European factory in Hungary
Chinese electric vehicle giant BYD plans to build its first European car factory in Hungary. Sources close to BYD said the decision was made inside. BYD said it is still looking for the right place and will be announced at the end of this year. In October this year, Hungarian Prime Minister Olban Victor met with Wang Chuanfu, chairman and president of BYD while visiting BYD.
BYD has previously announced that it has entered the Hungarian market, including BYD ATTO 3 (dollar Plus), BYD dolphin, and BYD seals. In addition, BYD's two stores in Budapest, Hungary, have officially opened, and consumers can go to experience and order the latest new energy products. As of now, BYD has entered 19 European countries, overseas layout has been further accelerated, and overseas markets have been further improved.
6. ASML China President: There are nearly 1,400 ASML light carved machines in China
According to media reports, Shen Bo, the global vice president of ASML and president of China, said in an interview that by the end of 2023, ASML's littering machine with a measurement of a measurement in China will be close to 1,400 units.
Shen Bo said that last year ASML's global net sales reached 21.2 billion euros. It is expected that the company's global sales will increase by 30%to more than 27 billion euros. According to the latest quarterly report of ASML, the global semiconductor industry will stabilize after the Ming Dynasty. It is estimated that by 2025, the existing wafer plant's production capacity will increase and have new wafer fabs into use. The semiconductor equipment industry will usher in a relatively large growth and usher in the "climax" of demand. Shen Bo revealed, "Our judgment of our production capacity is the goal of the end of 2025 or early 2026, with equipment production capacity of 500-600 deep ultraviolet (DUV) per year."
7. BYD October new energy vehicle sales exceeded 300,000 vehicles
BYD released the latest production and sales express report. In October 2023, the sales volume of new energy vehicles was 301,833 units. In the same period last year, it was 217,816 units, an increase of 38.4%year -on -year.
Among them, BYD's pure electric vehicle sales reached 165,505 vehicles increased by 60.44%year -on -year. This year, 1,213,918 vehicles increased by 77.14%year -on -year. The sales of mixed models increased by 135,590 vehicles year -on -year, and this year's cumulative increased by 63.58%year -on -year. BYD's new energy vehicle output in October reached 307,014 vehicles increased by 39.48%year -on -year, and a total of 2,419,749 vehicles increased by 71.41%year -on -year. Among them, pure electric vehicles output reached 169,855 units in October and 136,421 units were inserted. In terms of subdivisions, BYD Automotive dynasty 丨 marine sales of 28,9595 vehicles increased by about 33.4%year -on -year, and Tengli Motors sold 11,500 vehicles.
8. The Mate 60 series is strong. It is reported that Huawei's smartphone shipments will be 100 million units next year.
According to industry insiders, Huawei sets the target of smartphone shipments next year as 100 million units, which is more than 40% higher than the current forecasts of many market research companies (about 70 million units).
Industry insiders believe that Huawei's recent Mate 60 series mobile phone demand is strong, which greatly accelerates Huawei's development. Huawei ’s smartphone shipments this year are expected to reach 40 million to 50 million units, which is 30-70%higher than Huawei’ s 30 million units last year. He believes that Huawei launched the Mate 60 series flagship mobile phone this year has a milestone for Huawei, because it shows that Huawei overcome US sanctions to a certain extent.
9. Vivo will release a self -developed smart operating system: the world's first RUST language writing, supporting large models
Vivo announced that it will hold the theme "Together Heart and Peace" Developer Conference in the Shenzhen International Convention and Exhibition Center on November 1st. This conference will release Vivo's self -developed AI model, self -developed operating system, and ORIGINOS 4.
According to the official warm -up of vivo, vice president of vivo, Vice President of OS Products, and Dean of the Vivo AI Global Research Institute revealed that the company will launch a future -oriented smart operating system to support large models and multi -mode interactions. It is also claimed to be the world's first operating system to write system frameworks in Rust language. It is said that in this operating system, the work of programming and interface design can be handed over to the big model to complete, and everyone can directly experience it in the vivo's subsequent products.
10. The Sijie system announced that it will withdraw from the Chinese market and take effect on December 3
Yuntou Bar News on November 8th, the CITRIX System Company recently announced that it will withdraw from the Chinese market due to cost, which decide to take effect on December 3.
It is reported that Citrix (Citrix) is a server virtualization manufacturer dedicated to cloud computing virtualization, virtual desktop and remote access technology field. The popular Byod (Bring Your Own Device Equipment Office) is now proposed by CITRIX.
According to IDC data, in 2021, the market share of the top five desktop cloud software manufacturers in China was: Huawei 500 million yuan, convinced 370 million yuan, Sijie 290 million yuan, Ruijie 200 million yuan, and VMware 1.90 million yuan.
11. The second phase of the Great Fund Completed the Sinotrans Lan Mingzhang
According to the Caixian News Agency reported on November 7, the Tianyan Check APP showed that recently, industrial and commercial changes occurred in Xiamen Shi Lan Ming Xunhua compounds, and new shareholders' integrated circuit industry investment fund Co., Ltd. and Xiamen Haichuang Development Fund partnership Enterprises (limited partnerships), registered capital has increased from approximately 1.27 billion yuan to approximately 2.46 billion yuan. At the same time, legal representatives have become more Chen Xiangdong from Pei Hua.
It is reported that Xiamen Shi Lanming Capricorn Semiconductor Co., Ltd. was established in February 2018. The business scope includes integrated circuit manufacturing, optoelectronic devices and other electronic devices. In August of this year, Silanwei issued an announcement saying that it intends to jointly invest 1.2 billion yuan with the second phase of the Great Fund and Xiamen Haichuang Development Fund (limited partnership) to subscribe to Shi Lan Mingzheng's new registered capital.
12. Ericsson Q3 loses 20 billion yuan, and the layoffs have reduced costs and increased efficiency
Today's Xinwen News on November 6th, according to the exposure of an APP in the workplace community, the personnel adjustment of the Ericsson Guangzhou R & D Center occurred, "the entire R & D team is delayed, but the market sales and technical support have not moved. The compensation plan is N+3 and the year -end award, which is still unclear and the number of layoffs.
People familiar with the matter revealed that Ericsson's layoff was to create a specific enterprise wireless solution business department, and at the same time merged Yun and digital service departments. In order to reduce costs and improve the overall performance, we can only re -assign resources by merging departments for layoffs.
On October 17, Ericsson announced the performance showing that the company's net sales in the third quarter fell 5%from the same period last year to 64.5 billion Swedish Crown (about RMB 43.2 billion). Organic sales in the third quarter decreased by 10%year -on -year. The sales of the network sector fell 16%, while the sales of the enterprise sector achieved organic growth. In addition, Ericsson's net losses in the third quarter were 30.5 billion Swedish Crown (about 20.4 billion yuan), and the net profit of the same period last year was 5.4 billion Swedish Crown (about 3.6 billion yuan).
It is reported that Ericsson has 5 R & D centers in China, which are located in Beijing, Shanghai, Guangzhou, Chengdu, and Nanjing, with a total of 13,000 employees, including about 6,000 R & D teams. In February this year, Ericsson announced that it would lay off 8,500 employees globally, accounting for about 8%of their total employees, and reduced costs to maintain competitiveness.
13. GPU company Moore thread startup staff optimization, set up two new strategic departments
Interface News November 6th, the domestic GPU startup Moore Line issued a full letter, announcing the optimization of the startup personnel, and is expected to be completed within this week. "This is a must -have for the company's sustainable development, but it is also a difficult choice. I hope to get everyone's understanding." Zhang Jianzhong, the founder and CEO of Moore thread, said in the letter. He also mentioned that due to the "1017 incident", the entire domestic GPU and AI chip industries were severely damaged. "At this time in which challenges and opportunities coexist, what I want to say is that China's GPU does not have 'to dark moment', only the sea of stars." Zhang Jianzhong emphasized.
To this end, the Moore thread will adjust the organizational structure, set up AISG (AI Strategy Group) and MCSG (Metaverse Computing Strategy Group), integrate corporate resources and promote product technology to land.
14. Passenger Federation: It is expected that the sales of new energy passenger cars in October are 890,000, and Tesla China is 72115
Sina Technology, November 2nd, the multiplier will comprehensively estimate that in October, the wholesale sales of new energy passenger car manufacturers in October were 890,000 units, an increase of 32%year -on -year, and a 7%month -on -month increase. From January to October this year, it initially calculated 6.8 million vehicles, an increase of 36%year-on-year. At the same time, the Chenglian Association stated that at the end of last year, it was predicted that the sales of new energy passenger vehicles in China in 2023 were 8.5 million vehicles, and the sales volume of narrow passenger vehicles was 23.5 million. The penetration rate of new energy vehicles in the year was expected to reach 36%. The current operation status is basically in line with last year's prediction.
The Chenglian Association also released the list of new energy vehicle wholesale volume in October at the same time. Among them, BYD continued to top the list, with an October wholesale volume of 301,100 units; followed by Tesla China, with 72115 wholesale sales in October; third ~ Fifth, Geely Automobile, GAC Ean, and Changan Automobile have sales of 62086 vehicles, 41503, and 58,000 vehicles. The ideal car is ranked sixth with a sales volume of 40,422 vehicles.
02
foreign
1. The Nvidia has developed three Chinese special AI chips, and will be announced as soon as November 16
According to reports, the industry chain said that Nvidia has now developed the latest improved version of AI chips for China, including HGX H20, L20 PCLE and L2 PCLE. As of press time, Nvidia has not responded yet.
People familiar with the matter said that these three chips are improved based on Nvidia H100. Nvidia is expected to be announced as soon as November 16th, and domestic manufacturers will get samples as soon as these days. Public information learned that the NVIDIA H100 Tensor Core GPU adopts a new Hopper architecture. Based on TSMC N4 process, 80 billion transistors have been integrated. Compared with the previous generation of products, it can provide 9 times higher training speed for MOE models.
2. Nikon will launch a mature procedure machine to actively open up the Chinese market
At present, in the global optical carved machine market, the Netherlands ASML is ranked first in market share of 62%, and Canon ranks second, accounting for 31%. Nikon ranked third, accounting for only 7%, which was obviously backward. However, Nikon has recently decided to actively open up the Chinese market and export to China with mature equipment restricted by export control restrictions.
Nikon decided to launch new products in 2024. This is also the launch of a light carved machine with mature technology after 24 years. Using I-Line light source technology can be used to create power semiconductors that require durability. Overseas analysis believes that Nikon will use universal electronic parts in new products, etc., such as 20%to 30%cheaper than Canon. Japan's Nikon and Canon dominated the global optical carvings market before 1990, but later lost to ASML in more advanced EUV optical carvings. However, Canon recently announced the launch of the "nano -printed equipment", which is expected to replace the EUV lithography machine to manufacture 5nm and below process chips.
3. U.S. upgrade AI chip ban, rumoring Intel will push GAUDI2 surrender version to attack mainland China market
In the United States to strengthen the control of Chinese artificial intelligence (AI) chips, Intel took the lead in response to countermeasures. Intel's supply chain revealed that Intel has launched a surrender version of the latest release of GAUDI2, it is expected to be unharmed by a new ban.
In response to the recent US export restrictions, Intel CEO Pat Gelsinger recently said: "We are convinced that even if we comply with the new rules of the Industry and Security Agency (BIS) of the US Department of Commerce (BIS) There will be a lot of opportunities to continue deploying our products in China. "He said that the company will cooperate with BIS," especially around the formulation of regulations, especially about high -end accelerators and artificial intelligence training. "
4. India intends to force mobile phones to support TV signal receiving, Samsung, Qualcomm and other joint opposition
The Indian government is considering a policy to force smartphones to equip related hardware. It is recommended to use ATSC 3.0 technology in North America to support the TV broadcast signal without networking. However, Samsung, Qualcomm and other companies jointly wrote a letter against this policy.
The manufacturer said that adding a live video watching function to smartphones will increase the hardware cost of up to $ 30, and more components need to be added inside the phone. Samsung, Qualcomm, Ericsson, and Nokia have stated in a joint letter to the Indian communications department that increasing this function will reduce the battery life of the equipment and reduce the performance of the honeycomb wireless network. These companies believe that there is no need to continue to discuss the issue of using this technology.
5. It is reported that Intel puts on the Vietnamese investment plan
According to people familiar with the matter, Intel puts over the investment plan in Vietnam, which may have doubled the business growth of Intel in Vietnam.
People familiar with the matter said that Intel made this decision around July, but the company did not explain the reason for the cancellation of the expansion plan. But another lover said that Intel had expressed concern about the stability and bureaucratic style of Vietnam's power supply. The person familiar with the matter participated in two separate meetings between American companies and high -level officials in Vietnam in recent weeks. When asked about the plan, Intel refused to comment, but said: "As the demand for semiconductors increases, Vietnam will continue to become a key part of our global manufacturing business."
6. Analyst: Apple M3 series chip chip flow costs for $ 1 billion
Apple's M3 series chip is the first PC processor that uses TSMC's latest 3nm process mass production. According to an analyst estimation, the cost-out cost of Apple M3, M3 Pro, and M3 MAX processors is only the cost of TAPE-OUT. It reaches $ 1 billion.
Analyst Jay Goldberg said on Digits to Dollars that Apple spent $ 1 billion for the M3 series chips. This high cost proves that only a few companies with strong funds, such as Apple, are willing to take the lead in the competition and provide customers with the best chip of the industry to bear such costs.
7. Musk releases AI model GROK: Challenge ChatGPT, the X platform will be equipped
The XAI company established by Musk officially released the first artificial intelligence (AI) large model product GROK. The company said that GROK was inspired by the Guide of the Galaxy, and could answer almost any questions, and it could even be suggested what the user asked.
Musk said that GROK can challenge CHATGPT 3.5, and its prototype performed better than the latter during many benchmark tests. GROK is developed using the data of the X platform (previous Twitter). After a small number of users tested, it will be opened for X Premium+member users in the future, and the subscription fee will be $ 16 per month.
8. Nvidia RTX 4090 graphics card will be limited to exporting to China from November 17
According to informed sources and media news, from November 17, 2023, Nvidia GeForce RTX 4090 graphics card will no longer be exported to mainland China.
It is reported that RTX 4090 seems to be an accidental victim of the United States trying to prevent mainland China and some other countries/regions. This sanction is more meaningful for data center components such as H100, H800, A100, A800, L40, and L40s. However, given the same AD102 chip in the last two with the same AD102 chip in the last two of the RTX 4090 (as the RTX 6000 ADA generation), it is necessary to use the same limit on consumer components. There are currently many previously imported parts that can be used in mainland China and enterprises, but the purpose of the United States is to limit this type of hardware to restrict this type of hardware.
9. Russia: The 350nm lithography machine will be manufactured in 2024, and the 130nm lithography machine will be produced in 2026
Russia is developing an optical carvings for production chips. Vasily Shpak, deputy minister of the Ministry of Industry and Trade, said that the 350 NM lithography machine will begin in 2024, and in 2026, the optical carved equipment used to produce 130nm process chips will be launched. Existing factories in Moscow, Zerlake Nonos, St. Petersburg and New Siberia.
Vasily Shpak said in an interview that only two companies in the world produce such equipment -Nikon, Japan and the Netherlands ASML. For the importance of semiconductor technology, Vasily Shpak said, "A simple logical chain: if there is no microelectronics sovereignty, then there is no technical sovereignty, then you are very weak in terms of national defense security and political sovereignty." Now Russia has mastered the use of use. 65NM technology of foreign manufacturing equipment, but cannot produce lithography machines. As foreign companies are banned from exporting modern optical equipment to Russia, the country is hurriedly developing its own production equipment.
10. Vietnam considers the construction of the first chip manufacturer's US officials to warn the cost too high
According to reports, although U.S. industry officials issued warnings at high costs, Vietnam is negotiating with chip companies in order to increase investment in the country and may build the first chip manufacturer.
It is understood that Vietnam already has Intel's world's largest semiconductor packaging and testing factories. It is currently formulating a strategy to attract more semiconductor investment, including investment from foundries focusing on manufacturing chips. A chip executive who refused to disclose the name stated that the negotiations with potential investors involved the US semiconductor wafer founder GlobalFoundries and Li Ji.
11. The proportion of output next year is 20-25%. Guo Mingzheng said that Apple will start the iPhone 17 NPI research and development in India
According to the recent market research newsletter released by Tianfeng Securities Analyst Guo Mingzheng, it is said that the iPhone produced by India this year will account for 12-14%of the world's proportion, and it is estimated that this proportion will increase to 20-125%next year.
In the newsletter, Guo Mingzheng also revealed that Apple plans to launch a standard version of the iPhone 17 (released in the second half of 2025) in the second half of 2024 (NPI). This will be the first time that Apple has developed new iPhones outside China, and the main reason for choosing a standard version of iPhone is that design and development difficulty can reduce risks.
12. TSMC German Factory Bosch, Yingfei Ling, and NXP were approved to invest
Taiwan Industry and Commerce November 8th, the German government approved the Bosch, Infineon, NXP (Bosch), Infineon, and NXP. Supply chains to avoid the threat of geopolitical turbulence in the German automotive industry and other major industries.
It is reported that the Federal Government Anti -Monopoly Examination Office approved the European Semiconductor Manufacturing Corporation (ESMC) of TSMC's ESC (ESMC) earlier for Bosch, Yingfei Ling, and NXP. The European semiconductor manufacturing company is responsible for operating TSMC's factory in Direz. The plant is the first factory built by TSMC in Europe and the third factory in TSMC.
13. Thousands of people are willing to be the volunteer of the Musk brain interface project
Financial Press, November 8th. Many American media reported that thousands of people were "super interest" to the "neural connection" company of Silicon Valley entrepreneur Elon Musk. A few months ago, the US Food and Drug Administration approved the "neural connection" company to conduct clinical trials of the human body interface project. Related surgical processes include removing some skulls and implanting chips to the human brain. The chip can exist in the human brain for several years.
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