MediaTek lowered its annual mobile phone chip shipment forecast; Great personnel changes in Alibaba Cloud

Broadcom released the world's first Wi-Fi 7 ecosystem.

According to the Science and Technology Innovation Board Daily, on April 13, Broadcom released a complete set of Wi-Fi 7 wireless solutions, covering Wi-Fi routers, residential gateways, enterprise access points and client devices. According to the company, this is the first Wi-Fi 7 ecosystem in the world, and the speed of the Wi-Fi 7 chip is more than twice that of the Wi-Fi 6/6E solution on the market today.

The former head of Sichuan Xiaomi India was summoned by the law enforcement bureau.

According to Bullwhip News, on April 13, according to two sources familiar with the situation, the Indian federal agency responsible for cracking down on financial crimes has summoned a former Indian head of Xiaomi Company to investigate whether the company's business behavior complies with India's foreign exchange-related laws. According to the report, the Indian Law Enforcement Bureau has been investigating Xiaomi since at least February. In recent weeks, it has asked Manu Kumar Jain, the former Indian managing director of the company, to cooperate with the investigation.

MediaTek lowered its annual mobile phone chip shipment forecast.

According to China Taiwan Province Business Times, on April 12, Fubon investment survey found that due to domestic mobile phone manufacturers' revision of shipment targets and reduction of spare parts orders, MediaTek has slightly revised the annual shipment forecast of mobile phone chips to 570-600 million pieces, and the shipment of Tianji 9000 chips in 2022 may be significantly reduced compared with the original forecast of 6,543,800 pieces.

Looking forward to the second half of the year, the agency believes that the visibility of mobile phone orders is extremely low, and the demand for other consumer electronics products such as TVs and Chromebook is also quite weak.

The passive component factory in Kunshan stopped production to 19.

On the evening of April 12, the kunshan municipal government issued the No.50 epidemic prevention and control notice in 2022, announcing to readjust and delimit the static management area and extend the silent period for seven days, from 24: 00 on April 12 to 24: 00 on April 19. Closed control areas and control areas continue to strictly implement measures related to epidemic prevention and control. As of April 13, Kunshan factories of Taiwan enterprises such as Xinxing, China Optoelectronics, Yadian, Taioptoelectronics, Nanzi Electric, etc. issued announcements one after another, announcing the temporary suspension of work in line with local policies.

Xinxing: Two subsidiaries in Kunshan announced that they would stop work from April 2 to April 12 to cooperate with the local government in COVID-19's epidemic prevention work. At present, it is tentatively postponed to April 19, and the specific date of resumption of work is expected to be notified by the local government. At present, integrating the Group's resources and production capacity to reduce the impact on customers has no significant impact on the financial business forecast. It is planned that Huangshi factory and Taiwan Province factory will support customers' urgent orders. In addition, Xinxing also strives for the local government to purchase transportation channels for raw materials and transportation products.

China Optoelectronic: Kunshan Yang Hao Optoelectronic, a subsidiary, cooperated with the local government's epidemic prevention policy, implemented silent management and temporarily stopped work to ensure the safety and health of employees, which had no significant impact on the financial business forecast for the time being. Due to the supply chain impact caused by the conflict between Russia and Ukraine and the closure of the mainland epidemic, it is estimated that the overall shipment of imaging products will decrease by more than 10%. Shipments of all application products of energy-saving products will decline, and it is estimated that the monthly shipments will be reduced by 10%.

Yadian: Kunshan Yasen Electronic Materials Technology Co., Ltd., a subsidiary, temporarily stopped work until 24:00 on April 19 to ensure the safety and health of employees, in order to cooperate with the local government's epidemic prevention work in COVID-19. The impact on financial business is difficult to assess, and if there is any impact, it will be announced separately.

Guang Tai Electric: It was originally announced on April 9th, and cooperated with the local government to suspend the epidemic prevention work in COVID-19 from April 8th to April 12. At present, it is tentatively postponed to April 19, and will resume normal operation after being notified by the local government. The company will closely observe the development of the subsequent epidemic situation and take emergency measures in coordination with local government regulations to ensure the safety and health of employees. It has no significant impact on the financial business forecast.

Nanzi Electric Power: In order to cooperate with the epidemic prevention work of the local government in COVID-19, silent management was implemented from 24: 00 on April 12 to 24: 00 on April 19. The subsidiaries Kunshan Xianchuang Electronics Co., Ltd. and Shanghai Zhaoneng (Kunshan) Technology Co., Ltd. temporarily stopped work at the same time, and the specific date of resumption of work is expected to be notified by the local government. The company will inform customers to adjust the delivery time and continue to pay close attention to the local epidemic. The impact on financial business is difficult to assess for the time being, and will be announced separately if there is any impact.

Tongxie: Our company is a mainland subsidiary, located in Kunshan City, Jiangsu Province. In order to cooperate with the epidemic prevention work of the local government in COVID-19, the silence period was extended to 24:00 on April 19. Cooperate with local government regulations to take emergency measures to ensure the safety and health of employees.

Ming Guang: During the implementation of the local government's epidemic prevention policy, the working days of Kunshan Matt Optical Co., Ltd., an important subsidiary, were reduced, which may affect the company's operating performance. The actual impact still depends on the subsequent development of the epidemic. The company will continue to closely observe and make rolling adjustments.

Text: Zheng Peng Electronics (Kunshan) Co., Ltd., a subsidiary, cooperated with the epidemic prevention work of the local government in COVID-19 to extend the silence period to 24: 00 on April 19. At present, the subsidiary Anbo Electronic Technology (Changshu) Co., Ltd. is operating normally.

Xiexi: Integrating the Group's resources and production capacity to reduce the impact on customers, and the impact on financial business is still under evaluation.

Taiqingke: Its subsidiary Taiqing Precision Electronics is located in Kunshan Development Zone. The local government divided it into static management areas and continued to implement silent management. It is estimated that it will have little impact on the revenue of Taiqingke in April. Because the Sihong factory in Jiangsu continues to operate, the production of laminated magnetic beads and inductive components will not be affected, and they can be distributed according to orders, and only a small part will affect special products.

It is reported that Kunshan has upgraded epidemic prevention and control measures since April 2, requiring enterprises to reduce production in turn. As of April 19, it will be shut down for 18 days, which means that major electronics factories have been in a "stagnant" state for more than half a month.

Recently, due to the continuous warming of the epidemic in Shanghai and Kunshan, the second generation of Apple iPhone Heshuo stopped assembling in Shanghai and Kunshan, and it is expected to fully resume production at the end of April or early May. Quanta Shanghai factory also cooperated with the government's epidemic prevention policy to stop work. Guo Ming Yi, an Apple analyst, said that the shutdown of Quanta Computer will seriously affect the shipment of Apple's MacBook.

On the whole, Taiwan Province lawyers believe that transportation in Shanghai and Kunshan is blocked, making it extremely difficult for manufacturers to purchase and transport materials. The raw material inventory of Taiwan-funded production base in Kunshan generally reaches 1 to 1.5 months, which can maintain normal production in a short time. If the city is closed for a long time, some manufacturers will face the dilemma of insufficient raw materials.

TSMC's new Kaohsiung plant is expected to be put into production six months ahead of schedule.

According to the report of China Taiwan Province Regional Economic Daily on April 13, TSMC had previously indicated that it planned to set up a 7/28nm process wafer factory in Kaohsiung, and it was expected that construction would start in 2022 and mass production would begin in 2024. According to the public information on June 5438+02, the industrial park where the factory is located has passed the environmental assessment, and then the relevant procedures will meet the operational needs of TSMC, that is, TSMC is expected to start production in July 2023, half a year ahead of the company's original plan.

Great personnel changes in Alibaba Cloud

According to Lei Feng. com. Com, it is learned from many sources that Alibaba Cloud is undergoing a new round of organizational restructuring: Ren Geng (M6), president of China District, Alibaba Cloud, will leave his post, and Huang Haiqing, vice president of China District, Alibaba Cloud, will take over this position and take charge of the China 16 war zone.

At the management meeting of China District held yesterday, Huang Haiqing emphasized two main points: first, sales should focus on high-quality independent products, and second, profits should be emphasized.

Vice President of Ali Group and General Manager of Cloud Intelligent Sales Management and Ecological Development Department have also gone through the resignation procedures, and the ecological+marketing management system is temporarily managed directly by Cai. Alibaba Cloud's team of architects will be fully assembled, headed by Huo Jia, General Manager of Intelligent General Industry Solutions, and reporting to Cai.

Nokia announced its withdrawal from the Russian market

On April 12, Sputnik reported that Nokia, a Finnish telecom equipment manufacturer, announced that it would withdraw from the Russian market. The company said that this decision is related to Russia's special actions in Ukraine. The company said, "In the past few weeks, we have suspended supply, stopped new business and transferred limited R&D activities outside Russia. Now we can announce that we will withdraw from the Russian market. "

Meta shareholders push Zuckerberg's power review.

On April 12, according to foreign media reports, Meta's share price plummeted by 34% this year, and some angry shareholders planned to check the power of CEO mark zuckerberg. It is reported that investors are prepared to promote two resolutions at the upcoming shareholders' meeting. In order to gain support, activist investors cooperated with a corporate accountability organization called SumOfUs, which sent a report to more than 4,000 institutional investors who held shares in the company.

In addition, two upcoming motions include: 1, requesting an external evaluation of the audit and risk supervision committee of Meta; 2. The warning about "potential psychological, civil and human rights harm" is related to Zuckerberg's metacognitive plan.

Enterprises with a market value of over 60 billion upgrade their silicon carbide production lines.

On April 12, Zhuzhou CRRC Times Electric Announcement voluntarily disclosed the holding subsidiary's investment in silicon carbide chip production line technology capacity improvement construction project. According to the announcement, Zhuzhou CRRC Times Semiconductor, a holding subsidiary of the company, plans to invest 462 million yuan in construction projects to enhance the technical capabilities of the silicon carbide chip production line.

According to the announcement, the related projects of silicon carbide chip production line are mainly to upgrade the silicon carbide chip factory building in Tianxin Industrial Park, Zhuzhou City, Hunan Province, transform existing equipment, add process equipment and process auxiliary equipment, and add or implement information software services; Renovation of clean rooms, expansion of factory affairs, and acquisition of public equipment.

After the project is completed, the technical capability of existing planar gate SiC MOSFET chips will be upgraded to meet the research and development capability of trench gate SiC MOSFET chips. The existing 4-inch SiC chip line will be upgraded to 6 inches, and the annual production capacity of the existing 4-inch SiC chip line will be upgraded to 65,438+00,000 chips/year and 25,000 chips/year of the 6-inch SiC chip line.

Huawei issues another 3 billion ultra-short-term financing bonds.

On April 13, official website of Shanghai Stock Exchange disclosed that Huawei Investment Holdings Co., Ltd. will issue the second phase of ultra-short-term financing bonds in 2022, with a scale of 3 billion yuan and a term of 180 days. Huawei said that the purpose of this fundraising is mainly to supplement the working capital of the company's headquarters and its subsidiaries to support the development of various businesses and key strategies.

Bosch acquired Five, a British autonomous driving startup.

12 In April, Bosch announced the acquisition of Five, a leading startup company in the field of autonomous driving headquartered in Cambridge, England, to accelerate the development of its autonomous driving technology. However, the specific amount of the transaction was not disclosed. Bosch said it "beat other bidders" and reached an agreement with Five in early April this year, but the deal still needs the approval of the antitrust authorities.

It is reported that Five was founded in 20 16 and has 140 employees in six locations in the UK. Established a team of experts in cloud software, security, robotics, machine learning and other fields, and has been at the forefront in the development of SAE L4 autopilot software and artificial intelligence solutions. Therefore, Five can provide engineers with the programs needed to quickly create autopilot software, and test the software before and during the deployment of test vehicles.