1, CNC chips are out of stock, and the delivery time of Broadcom is extended to 50 weeks.

According to Taiwan Province media reports, Broadcom, the world's leading network communication chip manufacturer, recently informed its customers that the delivery date of its Netcom main chip has been extended to 50 weeks, and some chips have been more than one year. Netcom Equipment Factory bluntly said that "the shortage of materials is endless", and a large number of orders were transferred to MediaTek, Ruiyu, Li Ji and other Taiwan factories, frantically sweeping downstream products, and the delivery time of MediaTek and Ruiyu was also 30 weeks.

It is reported that Netcom chips include 5G mobile chips, wireless network chips (WiFi 6), broadband, switches and other applications. In the past, the demand for chips in Netcom industry was relatively stable. However, after the outbreak of the epidemic, the global acceleration of 5G construction, coupled with people working at home, online education and online entertainment, greatly increased the demand for Internet access, and the requirements for network speed were higher. The deployment of high-profile network hardware in advance has set off a "replacement tide" in the Netcom industry.

OFweek comments: The foundry capacity of wafer is insufficient. After computers, automobiles and mobile phones, will CNC chips become the next "core shortage"?

2. Intel announced IDM 2.0 strategy: self-built foundry, with new progress at 7nm.

On March 24th, Pat Gelsinger, the new CEO of Intel, outlined his vision for Intel in the next few years in a speech. In an online speech entitled "Intel Announces: Future Projects", Pat Gelsinger outlined five key topics that Intel will focus on and their significance to the whole company. He reiterated that the purpose of doing this is Intel's commitment to keep its own wafer factory. At the same time, Intel has doubled its ability to drive the latest technology on a large scale by establishing a new manufacturing plant in the United States.

Gelsinger announced a manufacturing expansion plan, first investing $20 billion to build two new fabs in Arizona. In addition, Gelsinger also mentioned that Intel's 7nm process is progressing smoothly, and the 7nm Meteor Lake computing chip is expected to start streaming in the second quarter of 20021year. It is worth mentioning that Gelsinger also announced the plan of Intel OEM service, which will become a major supplier of OEM capacity, starting from the United States and Europe, providing services to customers around the world.

OFweek comments: Needless to say, the progress of 7nm is gratifying. OEM service may surprise TSMC. Is this the rhythm of "grabbing business"?

3. 337 survey twice a week? Manufacturers such as ASUS are involved.

On March 22nd, the United States International Trade Commission (ITC) voted to launch a 337 investigation (investigation code: 337-TA- 1257) on some organic light-emitting diode displays and their components and downstream products. Asustek Computer Company in Taipei, Taiwan Province (Taipei Asustek Computer Co., Ltd.), Asustek Computer International Company in fremont, California (fremont, California, USA) and JOLED Company in Tokyo, Japan were listed as defendants.

This is the second time in a week that China enterprises have been involved in the 337 investigation initiated by the United States. On March 15, US Eastern Time, ITC voted to launch a 337 investigation on some portable battery jumper starters and components. This case involves many enterprises, and as many as 44 enterprises are listed as defendants, of which 15 is China enterprise.

OFweek comments: The consequences of the "337 investigation" are not as simple as causing economic losses to a single company. In today's global semiconductor supply chain integration, imposing sanctions on any semiconductor enterprise may affect the entire industrial chain.

4.BAT three musketeers meet in hong kong stocks! Baidu Kunlun completed a new round of financing

On March 23rd, Baidu was officially listed in Hong Kong for the second time. The opening price on the first day of listing was HK$ 254 per share, up 0.79% from the issue price of HK$ 252, and the total market value was close to HK$ 720 billion. Baidu's return to Hong Kong stocks means that the Three Musketeers of BAT (Baidu, Ali and Tencent) have formally joined forces, and Hong Kong stocks have added another China Internet tycoon.

Li Yanhong, chairman and CEO of Baidu, said that Baidu's listing in the United States in 2005 was Baidu's first departure. Today's Baidu is no longer a naked and angry teenager, but an ambitious youth. However, Baidu's belief in technology has not changed at all. Facing the future, Baidu will explore in the no man's land of artificial intelligence, and many businesses can only be created by innovation. Li Yanhong also said that the second listing in Hong Kong is Baidu's second departure and Baidu's second venture. Baidu should always keep entrepreneurs' sense of crisis, have the desire to survive, be brave in facing opportunities, and always stick to Baidu's mission and responsibility on the way forward.

In addition, March 24. Baidu Kunlun chip business has completed the signing of an independent financing agreement, with a post-investment valuation of about 654.38+03 billion RMB. This round of financing was led by CPE Yuanfeng, followed by IDG Capital, Junlian Capital, Yuanhe Puhua.

OFweek Comments: In the field of AI, there is no dominant chip at present, which means that the general-purpose chip respected by Baidu Kunlun is not worse than ASIC or FPGA, and it may still become a leader in the field of AI in the future.

5.LG will develop 6G network technology, which is expected to be commercialized in 2029.

Recently, some media reported that LG Electronics indicated that it had signed a cooperation agreement with Dede Technology, an American electronic test and measurement company, and Korea Institute of Science and Technology to jointly develop 6G network technology.

It is reported that LG and the other two parties will cooperate in the direction of terahertz related technologies, and will complete the research of 6G network technology in 2024, which is expected to be officially commercialized in 2029. China has carried out the research of 6G technology. In 20 18, the Ministry of Industry and Information Technology claimed that it had carried out 6G research, and the United States, Finland, Japan and other regions had also carried out 6G technology research.

It is reported that the data transmission rate of 6G technology may reach 50 times that of 5G, and the time delay is shortened to one tenth of that of 5G, which is far superior to 5G in terms of peak rate, time delay, traffic density, connection density, mobility, spectrum efficiency and positioning ability.

OFweek's comment: Recently, news broke out that LG Electronics may close its mobile phone department and give up its mobile phone business completely. Once LG was absolutely qualified to be the first echelon in the mobile phone industry, but now it is going downhill. Developing 6G may be a major means for it to turn over again.

6. Xiaomi announced its 2020 financial report: 245.9 billion!

On March 24th, Xiaomi Group announced the 2020 financial report information. In 2020, Xiaomi's annual revenue reached 245.9 billion yuan, and its adjusted net profit reached 654.38+03 billion yuan, including smartphone revenue of 654.38+05.22 billion yuan and global shipment of 654.38+04.6 billion units, which was in an advantageous position, but its proportion continued to decline.

In addition, Xiaomi has been developing the global market. In 2020, overseas revenue will reach 654.38+0224 billion yuan, which is equivalent to domestic revenue. Now Xiaomi's mobile phone business covers more than 100 countries and regions around the world, and Internet of Things products have entered more than 80 countries and regions around the world. According to data from Konas, in the fourth quarter of 2020, Xiaomi's overseas Internet service revenue increased by 55. 1% year-on-year.

OFweek comments: 202 1 is more challenging for Xiaomi. It is expected that the sales of 5G mobile phones and AIot devices will increase substantially. At the same time, the mobile phone industry is also facing reshuffle due to chip problems. Whether this will have an impact on Xiaomi's sales record remains to be seen.

Here comes the new product.

One Plus Nine Series is equipped with Qualcomm Snapdragon 888.

On March 24th, One Plus officially released one plus nine series of new products. One plus nine series is equipped with Snapdragon 888, and adopts advanced 5nm technology. The brand-new Kryo 680 CPU is the first to adopt the ARM Cortex-X 1 super kernel, with the highest frequency as high as 2.84GHz, and the overall performance of the CPU is 25% higher than that of the previous generation. The brand-new Adreno 660 GPU is the most powerful Adreno GPU ever, and its graphics rendering speed is increased by 35% compared with the previous generation, achieving the biggest GPU performance improvement of Snapdragon 8-series platform.

OFweek comments: top hardware configuration, full blood performance blessing, one plus 9 series, really fragrant.

# Chip # # Xiaomi # # One Plus Mobile Phone # # Baidu ##LG#