Today's highlights
Apple may abandon the iPhone production plan
● TSMC was cut by large customers
Intel's CEO says Moore's Law will remain in effect for the next decade
● ByteDance's PICO will launch Proje, a VR social platform
The global gaming market is expected to decline for the first time in 7 years
Giant trends
Apple may abandon the iPhone production plan
According to people familiar with the matter, Apple is abandoning plans to increase production of new iPhones this year due to the expected surge in demand failing to materialize. Apple has informed suppliers to cancel the assembly of iPhone 14 series products to 6 million units in the second half of this year. The company plans to produce 90 million phones during that period, roughly on par with last year's level and in line with Apple's initial forecast this summer. The demand for the higher-priced iPhone 14 Pro model is stronger than the entry-level model. At least one Apple supplier is shifting production capacity from low-priced iPhones to high-end models.
iPhone 15 Series Pro Max model or renamed Ultra
Bloomberg technology reporter Mark Gurman said that from Apple's previous rule of a cycle every 3 years, the design of the iPhone 12 continued to the iPhone 14. In the new cycle, the lightning interface may be converted to USB Type-C, in addition, drawing on the concept of Apple Watch Ultra, the iPhone 15 series may replace the Pro Max model with the Ultra name, but this may require a substantial revision.
TSMC was cut by large customers
Sources say that TSMC's big customers have begun cutting orders for 2023, which could lead the company to revise its revenue guidance in January next year. TSMC's major customers include Apple, AMD, Broadcom and Nvidia. Previously, the industry rumored that the price of Jiquan will increase next year, the range is different according to the process, about 6% to 9%, but then it was rumored that there was a negotiated correction, the increase jumped from 3%, and the mature process rose by 6%. However, the latest rumor is that large customer Apple has expressed its refusal to raise prices.
Intel's CEO says Moore's Law will remain valid for the next decade
Intel plans to start selling graphics cards for gamers next month with the goal of getting a piece of the lucrative market, dominated by rivals Nvidia and AMD. Ruixuan GPUs are expected to be available on October 12. Intel CEO Pat Kissinger also stressed that Moore's Law will not die, at least for the next decade. They will get 5 generations of CPU processes in 4 years. The latest development in the 18A process is that there will be the first chip tape-out at the end of this year, which means that Intel's "1.8nm" process has a fairly high maturity. Intel hopes to have 1 trillion transistors in a single chip package by 2030. This is diametrically opposed to the view of Nvidia CEO Jen-Hoon Huang, who said that Moore's Law is dead and the idea that chip costs will fall over time is a thing of the past.
Intel releases 13th generation Core processors
At the Intel ON Technology Innovation Summit, Intel unveiled its 13th Gen Intel Core processor products, which include six unlocked desktop processors with up to 24 cores and 32 threads, with turbo frequencies up to 5.8 GHz. In terms of performance, Intel's 13th Gen Intel Core uses a mature Intel 7 process and x86 high-performance hybrid architecture, and its single-threaded performance and multi-threaded performance are increased by up to 15% and 41%, respectively.
Musk will be questioned outside of court about the Twitter acquisition
According to a court document, Elon Musk will be sworn in by Twitter's lawyers on Oct. 6-7, who is preparing for the Oct. 17 trial of Musk's termination of the acquisition. As the Oct. 17 court in Delaware approaches, legal teams on both sides are amassing evidence to support their claims through expert reports and affidavit testimony.
Lyft freezes all hires in the U.S
Ride-hailing company Lyft will freeze all hiring in the U.S. until the end of the year. Many companies in the U.S. are cutting costs due to inflation, and Lyft is now joining in. In July, Lyft's leasing division had laid off about 60 people.
Telefónica cooperates with Qualcomm
Telefónica has announced a partnership with Qualcomm to jointly develop and develop the XR ecosystem using Qualcomm's Snapdragon Spaces XR developer platform and Telefónica's network infrastructure. In addition, the agreement between the two parties also includes exploring bilateral business opportunities and launching XR/metaspace products and services.
Oracle was fined $23 million by the SEC
The U.S. Securities and Exchange Commission (SEC) announced it had reached a settlement with Oracle, which agreed to pay more than $23 million to settle the SEC's Foreign Corrupt Practices Act (FCPA) allegations. The SEC has previously accused Oracle of creating and using bribed funds to bribe foreign officials in exchange for business between 2016 and 2019 by its subsidiaries in Turkey, the United Arab Emirates (UAE) and India.
Xiaomi released the Civi 2 priced at 2399 yuan
Xiaomi officially launched the Xiaomi Mi Civi 2 new machine, which is a "light flagship" mobile phone with a main appearance, thin and light body and selfie experience. The fuselage is only 7.23mm thick and weighs 171.8g. 6.55-inch 3D flexible AMOLED screen with pill drilling supports 120Hz high brushing. The front image system has dual 32 million pixels, and the rear main camera uses 50 million pixels. The Xiaomi Mi Civi 2 is powered by the first generation of the Snapdragon 7 mobile platform with a built-in 4500mAh battery. The price starts from 2399 yuan.
ByteDance's PICO will launch Proje, a VR social platform
A year after being acquired by ByteDance, PICO first released an upgraded product, PICO 4 VR all-in-one, all equipped with Qualcomm Snapdragon XR2 chips. The PICO 4 Pro for geek and industry users adds features such as face tracking, eye tracking, and intelligent stepless pupillary distance adjustment compared to the regular version. PICO 4 products. PICO also announced the launch of Project PICO Worlds, a meta-universe platform and a direct competitor to Meta Horizon Worlds. PICO will launch the service in 2023 on the upcoming Pico 4 and Neo 3 VR headsets.
Industry dynamics
The global gaming market is expected to decline for the first time in 7 years
Game industry analyst Sensor Tower released the "2022 Mobile Game Market Outlook" report shows that the global mobile game market revenue in 2022 may reach $86 billion, down 2.3% year-on-year. In July, data from market research firm Ampere also showed that after seven years of continuous growth, the gaming market is expected to decline for the first time this year, with global video game sales expected to decline 1.2% to $188 billion in 2022.
South Korea's semiconductor industry is shrouded in a sense of crisis
A "sense of crisis" hangs over the Korean semiconductor industry. As the global chip war rages on, the East Asian nation is poised to take on stronger challenges from the United States and China. South Korean officials and industry executives are increasingly concerned that as domestic chipmakers rush to build semiconductor factories in the United States, South Korea will have fewer production facilities in the field, lured by subsidies and tax incentives. And China is catching up quickly in the field of memory chips. South Korean semiconductor experts said they would use the new regulations to enhance competitiveness.
Enterprise News
BlackBerry announced its fiscal 2023 second quarter results. BlackBerry's second-quarter revenue was $168 million, down 4% year-on-year, with a net loss of $54 million, according to the earnings report. By business, IoT revenue was $51 million, up 28% year-over-year. Cybersecurity revenue was $111 million, down 8% year-over-year, with ARR of $321 million, software and services revenue of $162 million, and licensing and other business revenue of $6 million.
Xiaoma Zhixing announced the start of cooperation with SAIC Motor AI Lab (SAIC AI LAB) to jointly explore cutting-edge areas such as autonomous driving technology research and development and the landing of unmanned vehicle operation services. Under the framework of cooperation, the two sides will integrate their respective superior resources and jointly promote the research and development of fully unmanned autonomous vehicles. The two companies have jointly built a fully unmanned autonomous driving concept car based on SAIC's Marvel-R model.
E Ink Yuantai Technology and Sharp Display Technology Co., Ltd. announced a cooperation, E Ink Yuantai Technology will use Sharp Display Technology's IGZO (Indium Gallium Zinc Oxide) backplane, used in the manufacture of e-book readers, e-paper notebook e-paper module. The two companies will bring to market e-paper displays that have been operating with Oxide TFT for two years.
Super Micro Computer pioneered the second-generation NVIDIA OVX system. The Supermicro OVX server features the new L40 GPU, a 4U 8-GPU server specification, with dual Intel CPUs, 32 DIMMs, 8TB of memory, 12 PCI-E slots, and up to 24 disk drive bays.
GIGABYTE Technology announces Intel next-generation Z790 chipset motherboards that support the latest 13th Gen Intel Core processors and are compatible with 12th Gen processors. The first launch of the AORUS advanced e-sports series, including the Z790 AORUS XTREME, Z790 AORUS MASTER, Z790 AORUS ELITE and Z790 AORUS TACHYON and other high-end and mainstream models.
GIGABYTE Technology has launched a new generation of X670 series motherboards that support AMD's recently announced AM5 platform and the Ryzen 7000 series desktop processors with the new "Zen 4" architecture. The first wave of AORUS esports series models covers chipsets such as high-end X670E and mainstream X670.
European luxury mobile phone brand VERTU announced that it will open the world's first WEB3 mobile phone METAVERTU on September 28, and officially launch and launch a global sale in London on October 24. This is the first WEB3 phone on the market today, not a concept machine.
Chery Jaguar Land Rover chose Amazon Cloud Technology as the preferred cloud service provider for SAP systems. Successfully migrate all SAP modules to the cloud, including R&D, manufacturing, logistics, finance, procurement, sales and after-sales business modules, accelerating the pace of digital transformation.
The "PR Newswire X China Trade News Strategy Signing Ceremony" was successfully held. According to the agreement, PR Newswire will combine its own real-time information content and global media communication channel advantages to promote cooperation with China Trade Newspaper in the comprehensive strategic layout of industry information and corporate communication.
99 Interactive Entertainment Group and marketing group Stagwell reached a strategic cooperation to join its global partner network. Jiujiu Interactive Entertainment will work with Stagwell to expand the global game e-sports marketing market and establish a professional integrated marketing platform for going overseas.
As a fitness content IP brand, Laimei China launched the "Laimei Fighting BODYCOMBAT VR Fitness Game" to open a new era of VR sports. The product meets the diversified fitness needs of the public in the form of PICO 4 VR all-in-one. As a VR brand PICO launched a new PICO 4 product in September, equipped with BODYCOMBAT VR training, it brings users a refreshing high-tech experience in terms of wearing comfort, audio-visual experience, interactive experience, content ecology and so on.
Sports platform DAZN Group announces acquisition of ELEVEN Group's global sports media business. This deal will expand DAZN's capabilities in the sports live streaming space and make DAZN a global leader in this fast-growing field.