Chinese semiconductor thread II

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tokenanalyst

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Rockchip 2023 Hong Kong Electronics Fair - Explore Advanced Intelligent IoT Solutions -​


Rockchip’s exhibition focused on the four dimensions of intelligent IoT areas covering: Machine Vision, Electric Vehicles, Consumer Electronics, and Industrial Applications.

During the exhibition, Rockchip exhibited a full range of IoT chips, including the new generation of flagship chip RK3588, the newly released General NPU chips RK3562/RK3528, and the market-leading machine vision chips RV1106/RV1103, etc. At the same time, customers from all over the world can try full-scenario applications on site, covering consumer electronics, machine vision, automotive electronics, smart devices and other fields.

In the Machine Vision Area, an edge computing server equipped with RK3588 was displayed, which can improve the computing power in various fields of machine vision; the IPC products equipped with the new generation machine vision solution RV1106/03, with a first frame stable image of less than 200ms, support for HDR, and ultra-low power consumption; It also demonstrated the use of RV1126 as a video-doorbell, supporting dual cameras, 2K HDR, and bidirectional audio features; a game box installed the multimedia application chip RK3528 was released at its first time in the booth. RK3528 is compatible with IPTV/OTT boxes, cloud terminals, electric power and industrial products. It supports 4K and has high performance but low power consumption. The decoding capability up to 8K, it also supports AVS2 and HDR VIVID standards. U3 and PCIE high-speed interfaces also provide more extensibility for the chip.

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In the consumer electronics exhibition area, Rockchip's applications in smart office, smart education, and smart home are displayed。 the Tablet embedded with the newly released AIoT chip RK3562 was on the spot, RK3562 features 4-core A53+G52, built in 1Tops computing power, and has 4K decoding capabilities, which can meet various smart devices; other smart devices such as: ARM PCs, notebooks, conference speakers, dictionary pens, E-learning machine, smart desk lamps, robots, Sweepers, etc. And other emerging consumer electronics also exhibited in the booth: mobile TVs, AR/VR, live-stream machine…

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Northern Huachuang: Etching and thin film equipment continues to make breakthroughs with high performance growth in 23 years​


Etching and thin film deposition equipment continues to make breakthroughs, with comprehensive coverage of multiple fields and types of equipment. According to the annual report, the company's etching equipment revenue in 2023 will be nearly 6 billion yuan, thin film deposition equipment revenue will exceed 6 billion yuan, and vertical furnace and cleaning equipment revenue will be The total revenue exceeds 3 billion yuan, and equipment revenue in the new energy photovoltaic field is nearly 2 billion yuan; the company's gross profit margin in 2023 will be 41.10%, a year-on-year decrease of 2.73pcts due to changes in product mix.

The company's ICP equipment has achieved large-scale application, completed the development and verification of multiple processes such as shallow trench isolation etching and gate mask etching, achieved mass production for multiple clients and became baseline equipment; the CCP equipment has realized logic, Coverage of multiple key processes in storage, power semiconductor and other fields; the company has deployed a full range of thin film deposition equipment such as PVD, CVD, EPI, dry degumming, vertical furnaces, cleaning equipment, vacuum furnaces, single crystal furnaces, industrial coatings, etc. Equipment in various application fields has made significant progress.​
 
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european_guy

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Jiang ZeminFanboy said:
Wow, now Huawei Pura 70/pro and ultra available for pre order in Poland
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Good surprise it's going global, supply chain must be pretty good now.
Click to expand...

It seems you can buy it in Italy too.

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You can pre-order now and they will deliver starting from 15 of May.

Price is 1499 Euro vs 6 399,00 zł (1476 Euro) in Poland, but I guess VAT is not included in Poland price.

Interestingly they have disabled the 5G(!) and reverse wireless charge at 20 watt and satellite connection too. Moreover software is EMUI instead of HarmonyOS.

The article says SoC is Kirin 9010....but I don't find this confirmation on the official Huawei page:

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...maybe they go with the Snapdragon for the international version....that would explain the 4G instead of 5G
 
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tokenanalyst

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Pure Technology: Revenue increased slightly year-on-year in 2023 and new orders increased significantly​


1. The company released its 2023 annual report. In 2023, it achieved revenue of 3.151 billion yuan, a year-on-year increase of 3.33%; realized net profit attributable to owners of the parent company of 377 million yuan, a year-on-year increase of 33.58%; realized non-attributable net profit 102 million yuan, a year-on-year decrease of 64.25%.

2. Judging from the Q4 single quarter performance, revenue was 952 million yuan, a year-on-year decrease of 15.27%, and a month-on-month increase of 32.47%; net profit attributable to the owners of the parent company was 181 million yuan, a year-on-year increase of 51.29%, and a month-on-month increase of 107.49%; The net profit after deducting non-attributed profits to the parent company was -49 million yuan.

3. The company released the first quarter report of 2024. In 2024Q1, it achieved revenue of 811 million yuan, a year-on-year increase of 3.48%, and a month-on-month decrease of 14.80%; the net profit attributable to the owners of the parent company was 64 million yuan, a year-on-year increase of 1.45%, and a month-on-month decrease of 64.91%. %; the net profit after deducting non-attributed profits to the parent company was RMB 63 million, a year-on-year increase of 8.64%.

Semiconductor cleaning equipment is fully covered, and high-end products continue to make breakthroughs:

Zhiwei Technology, a subsidiary of the company, is one of the major suppliers of wet equipment in China and can cover multiple segments in wafer manufacturing including logic circuits, high-density storage, compound semiconductor specialty processes, etc. market demand in the field. At present, the development of wet equipment at the 28nm node has been completed, and all process machines have orders. At more advanced process nodes, Zhiwei has also obtained some process orders. In addition, the company's high-end products including SPM high-temperature sulfuric acid, glue removal, crystal back cleaning and other cleaning equipment have made breakthroughs and have been delivered to many domestic mainstream wafer fabs.

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gelgoog

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european_guy said:
It seems you can buy it in Italy too.
...
Interestingly they have disabled the 5G(!) and reverse wireless charge at 20 watt and satellite connection too. Moreover software is EMUI instead of HarmonyOS.

The article says SoC is Kirin 9010....but I don't find this confirmation on the official Huawei page:
...
...maybe they go with the Snapdragon for the international version....that would explain the 4G instead of 5G
Click to expand...
I think there are a couple of options here. One is like you said. The hardware including the modem isn't the same. They could be using the Snapdragon in the international version. Another option is that the frequencies used for 5G in Italy aren't the same as the ones used in China and Huawei don't have access to RF chips to get it working in those Italian frequencies. Another option is it could be that 5G is working but they don't announce it as such. In China they didn't announce the Mate 60 to have 5G but it still worked. Finally it could be a software or license issue.

The satellite connection won't work in Italy because there is no satellite coverage there. The satellite coverage is only over the Asia-Pacific region. Even then you could only operate in those countries assuming you had permission of the local governments to do it.
 
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tokenanalyst

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Ruichuang Micro-nano (Raytron) infrared thermal imaging ASIC-ISP chip passed AECQ automotive grade certification​


Ruichuang Microna's independently developed ASIC-ISP infrared thermal imaging image processing chip LY300 has successfully passed the AEC-Q100 vehicle certification after rigorous testing by a third-party authority, once again demonstrating the company's leadership in the field of infrared thermal imaging technology. leading position.

Previously, Ruichuang Microna's infrared thermal imaging chip RTD6122W has successfully passed this certification and established a good reputation for the company in the industry. As a leader in infrared thermal imaging, Ruichuang Microna is always committed to improving the environmental perception capabilities of intelligent driving systems, thereby improving driving safety and safeguarding intelligent travel.
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LY300 infrared thermal imaging image processing chip

The LY300 chip has the advantages of low cost, low power consumption, and small size, and integrates the industry's cutting-edge infrared image processing algorithms, especially the scene-based non-uniformity correction algorithm (shutterless in operation), which can achieve continuous and accurate images during vehicle driving. Freezing is a key technology related to driving safety.

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sunnymaxi

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european_guy said:
It seems you can buy it in Italy too.

Please, Log in or Register to view URLs content!

You can pre-order now and they will deliver starting from 15 of May.

Price is 1499 Euro vs 6 399,00 zł (1476 Euro) in Poland, but I guess VAT is not included in Poland price.

Interestingly they have disabled the 5G(!) and reverse wireless charge at 20 watt and satellite connection too. Moreover software is EMUI instead of HarmonyOS.

The article says SoC is Kirin 9010....but I don't find this confirmation on the official Huawei page:

Please, Log in or Register to view URLs content!

...maybe they go with the Snapdragon for the international version....that would explain the 4G instead of 5G
Click to expand...
but the another big question is,

if Huawei really sell its high end mobiles to foreign markets. it means SMIC have much more 7nm capacity .. this is interesting scenario
 
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