Today's highlights
● Hongmeng system leader Wang Chenglu or leave Huawei
● Broadcom negotiates VMware
● Game giant Electronic Arts seeks to "sell"
● Samsung 3nm chip world debut
● Asmail develops a new lithography machine worth $400 million
Giants move
Hongmeng system leader Wang Chenglu or leave Huawei
It is reported that Dr. Wang Chenglu, the leader of Huawei Hongmeng and president of huawei's terminal BG software department, has left Huawei. At present, the official certification of his personal Weibo has also been cancelled. Wang Chenglu's next stop is still in the field of Hongmeng and is recognized by Huawei. Wang Chenglu graduated from Harbin Institute of Technology with a doctorate degree in engineering. He joined Huawei in 1998 and has served as president of the core network product line, president of the Central Software Institute, and president of the consumer BG software department. Huawei has yet to respond.
Broadcom is buying VMware, which has a market capitalization of more than $40 billion
Chip giant Broadcom is in talks to buy cloud computing company VMware. The negotiations are still ongoing and there is no guarantee that an agreement will be reached. The acquisition will enable Broadcom to further diversify its business from semiconductors to enterprise software. VMware, a pioneer in virtualization software, was founded in 1998 and acquired by EMC in 2004. Three years later, EMC sold a portion of VMware's holdings through an initial public offering. EMC was acquired by Dell in 2016, and last year VMware was officially spun off from Dell. At the closing price of May 20, EST, VMware's market value is nearly $40.3 billion.
Game giant Electronic Arts seeks to "sell"
Electronic Arts CEO Andrew Wilson is mulling a sale or some form of merger, similar to a deal like Blizzard's acquisition by Microsoft. At least three companies have been approached by Electronic Arts, including NBCUniversal, Disney and Apple, of which NBCUniversal has the greatest interest, but the price has not yet been negotiated. As part of the negotiations, Electronic Arts hopes that after merging with other businesses, "Wilson will be allowed to continue as CEO."
Apple production in India and Vietnam is proposed
Apple has informed some of its contract manufacturers that it wants to increase production outside of China, according to people familiar with the matter. India and Vietnam, which are already home to a small fraction of Apple's global production, are also on Apple's shortlist. Apple announced in April that it would start producing the latest iPhone 13 series at Hon Hai's Chennai plant in India. According to this production plan, all of Apple's best-selling models are now produced in India through Hon Hai and Wistron.
Samsung's 3nm chip made its world debut
Samsung has finally unveiled its first 3nm wafer, which is scheduled to be mass-produced in the Q2 quarter of this year, a little earlier than TSMC. The President of the United States recently visited Samsung's chip factory near Pyeongtaek City, which is currently the only fab in the world that can mass-produce the 3nm process, and Samsung has disclosed the 12-inch wafer manufactured by the 3nm process for the first time, but the specific chip is still unknown. According to Samsung, compared with the 7nm manufacturing process, the logic area efficiency of the 3nm GAA technology is increased by more than 45%, the power consumption is reduced by 50%, and the performance is improved by about 35%, which is better than the TSMC 3nm FinFET process in terms of paper parameters.
Samsung launched a mobile phone repurchase service
Samsung announced that the star repurchase service was launched for the first time, which can recover Samsung mobile phones that meet the standards at a price of 20% above the market price. Officials said that the mobile phone will be tested by Samsung's internal system to detect the machine, without dismantling the machine to confirm whether it meets the recycling standards, no discount, no dismantling behavior, while using Samsung's official software to deeply clear the machine data to protect customer privacy. Specifically, the recovery price of the Samsung S21 Ultra 12+256GB version is 3400 yuan, the recovery price of the S20 Ultra 12+256GB version is 2500 yuan, the recovery price of the Samsung Note 10+ 12+256GB version is 1500 yuan, and the recovery price of the 8+128GB version of S10+ is 1200 yuan.
Ericsson announces a major business restructuring
Ericsson unveiled plans to overhaul the business, including the creation of a specific enterprise wireless solutions business unit, the consolidation of cloud and digital services divisions, and the restructuring of the executive team, which will take effect from the beginning of June this year. The business restructuring includes the consolidation of the Digital, Cloud, and Software Services divisions into a single division, which will be referred to as the Cloud Software and Services Business Unit. Ericsson also plans to create a specific division for enterprise wireless solutions, as well as a group function global operations unit to integrate current corporate activities in various business areas, including IT, real estate, and digital transformation.
Qualcomm released two mobile chips, Snapdragon 8+ and Snapdragon 7
Qualcomm held the "Snapdragon Night" to release a new flagship platform for smartphones, the first generation of Snapdragon 8+, the first generation of Snapdragon 7 mobile platform and a new wireless AR smart glasses reference design. Among them, snapdragon 8+ from the previous Samsung 4nm process to be built by TSMC 4nm, compared with the previous generation of performance increased by about 10%, the overall power consumption of the SoC reduced by about 15%, of which CPU, GPU can reduce the power consumption of up to 30% in different scenarios. Honor, OPPO, vivo, xiaomi and other mainstream mobile phone manufacturers plan to release Snapdragon 8+ new machines. Qualcomm also brought the first generation of snapdragon 7 mobile platforms. This is also the debut of the Snapdragon 7 series platform after the update of the Snapdragon brand naming system. Snapdragon 7 introduces the seventh generation of Qualcomm AI engine for the first time; supports 200 million pixel cameras for the first time; and integrates high communication management engine for the first time. Honor, OPPO and Xiaomi have all said they will adopt the first-generation Snapdragon 7.
Nvidia began to slow down hiring
Nvidia has joined several other big tech companies that have announced in recent weeks slower hiring and more cautious about operating budgets in response to a persistently high inflationary environment. A NVIDIA spokesperson said: "Our recruitment efforts this year have been very successful. We are currently slowing down the pace of integrating these new employees and focusing our budget on taking care of existing employees as inflation persists. ”
Asmail develops a new lithography machine worth $400 million
ASML is developing a new semiconductor lithography machine worth $400 million, the size of a double-decker bus and weighing more than 200 tons, for the production of next-generation chips, which can cover mobile phones, laptops, cars, AI and so on. Asma plans to build the device into the company's flagship product in 2026-2030, and the prototype is expected to be completed in the first half of 2023, and the production model is expected to be put into use as early as 2025.
Intel uses renewable electricity for 80% of its global business
Intel Corporation announced in April 2022 that it has committed to achieving net zero greenhouse gas emissions from its global operations by 2040. Intel has set mid-term milestones to be achieved by 2030 and says its top priority is to actively reduce emissions in accordance with international standards and climate science, and will only use reliable carbon offsets to achieve its goals after exhausting other options. Todd Brady, Intel's chief sustainability officer, said intel now uses 80 percent of its global business on renewable electricity.
Netflix invested $100 million in South Korea to set up a special effects company
Netflix announced a new round of investment plans in South Korea. Scanline VFX, a special effects company owned by Netflix, will invest $100 million in South Korea by 2027 to build a special effects production company. Scanline VFX has been involved in the production of "Game of Thrones", "Justice League", "Godzilla vs. King Kong" and other blockbuster special effects, and maintains good cooperation with content production companies such as Marvel, Warner Bros., DC Comics and so on, and Netflix acquired it last year.
Xiaomi was exposed to merging the notebook department into the mobile phone department
A xiaomi group organization department document shows that the millet notebook department was merged into the mobile phone department, and Gao Zheng, general manager of the notebook computer department, reported to Zeng Xuezhong, president of the mobile phone department, on the grounds of strengthening the interconnection and interoperability of mobile phones and notebooks and improving collaborative efficiency. In addition, the Innovation Business Department was merged into the Content Distribution Department, which was headed by Wu Liangxiong and reported to Ma Ji, General Manager of the Internet Business Department. Yin Pengxuan served as the head of Xiaomi's video business, reporting to Wang Dong, general manager of the TV and video business department. Xiaomi has still not responded to this.
Alibaba Cloud enables the Thailand data center
Alibaba Cloud's Thailand data center was officially launched, which is Alibaba Cloud's 10th data center in Southeast Asia. At present, Alibaba Cloud operates 84 zones in 27 regions around the world. In the past three years, Alibaba Cloud has accelerated its overseas layout, and the size of overseas markets has increased by more than 10 times.
Industry dynamics
Android camp slashes 5G orders: MediaTek slashes 35%
Well-known analyst Guo Mingxi looks at the bad consumer electronic demand, especially the Android camp mobile phone supply chain, Guo Mingqi once again warned, accumulated so far this year Chinese mainland mobile phone brand factory has cut 270 million mobile phone orders, of which MediaTek has cut 35% of the fourth quarter 5G chip orders, android camp cut 5G orders: MediaTek cut 35%, and the follow-up old money will also cut the price of the big auction. Guo Mingxi said that while Chinese Android brands continue to cut orders, Samsung also cut orders for mobile phone shipments in 2022 by about 10% to 275 million units. Overall, the iPhone's shipping momentum is still better than Android's.
Corporate Alerts
In the first quarter of 2022, Transsion Holdings received 11.055 billion yuan, down 1.75% year-on-year; non-net profit attributable to the mother was 710 million yuan, down 7.62% year-on-year, both of which were the first decline in growth rate since listing.
Huawei launched the first open source cloud-native AI satellite application solution. Through the KubeEdge cloud native and Ascend MindSpore all-scenario AI framework, the "Baoqiu" satellite supports the flexible deployment of AI models in terminal, edge and cloud full-scenario scenarios, so that "Baoxuan" has the ability of orbital earth coordination, which can be applied to new service scenarios such as orbital earth coordination image inference, incremental deep learning and joint learning.
Huawei attended the Temenos Community Forum (TCF 2022) on May 17-19 as a Silver Sponsor, where it showcased cloud-native, agile, and trusted open digital banking solutions for the first time. To provide a trusted hardware and cloud platform, as well as end-to-end microservices solutions. Each of these capabilities enables componentization, standardization, and visualization, enabling rapid assembly of services while enabling agile development based on service requirements.
iSoftStone launches intelligent audit labeling solution. Independently developed and built by iSoftStone's microservice architecture based on spring Cloud Alibaba system, it is a digital content service and management SaaS platform with multi-service domain and scenario coverage and perfect system functions.
Tree of Light Technology announced that it has received a series of financing with a total amount of nearly 100 million yuan, which is exclusively invested by the Fourth Paradigm Strategic Investment and Shenzhen Innovation Investment Group Co., Ltd. Prior to this, Tree of Light Technology has received investment from many professional institutions such as Xinyuan Capital, Ceyuan Venture Capital, Chaosheng Capital, CCX CREDIT and Jianfeng Qiyun.
Chinese IT technology community CSDN officially launched the Amazon Cloud Technology Chinese digital training course. Designed to equip learners with amazon cloud technology basic skills knowledge and best practices, each course length ranges from ten minutes to a few hours, created by Amazon cloud technology experts, and more than 60 courses are expected to be launched in batches this year.
IBM's 2021 ESG report details how it has taken action over the past year to drive a more sustainable, equitable and orderly future with action in many areas, including biodiversity conservation. IBM has released the "IBM Impact" reporting framework, which comprehensively describes how companies have taken action in the past year to create a more sustainable, fair and orderly future in environmental, social and governance (ESG) work from the three dimensions of environmental impact, equity impact and ethical impact.
Rockwell Automation announces that its global OEM partner program welcomes its first Platinum member, SoftConscience, an international high-tech conglomerate. In late 2020, Rockwell Automation improved its OEM Partner Program globally and identified tiers of participation based on needs and outcomes. Originally launched in 2010, the program has attracted around 3,300 manufacturers worldwide.
Yiding will exhibit a full range of new products at Computex in 2022 this year, including the world's first industrial-grade PCIe Gen 4x4 SSD, with double capacity, double bandwidth and double transmission rate, to undertake high-end market applications such as 5G infrastructure, mmWave millimeter wave devices, smart street lights and AIoT artificial intelligence Internet of Things.
DHL has a long-term partnership with ESL Gaming to closely align esports with employer brands. DHL and the multiplayer online game Dota 2 (Dota 2) have created a customized web page to introduce DHL to younger, more dynamic target groups, especially IT-related recruitment positions.