Looking back at the two decades from 2001 to 2020, global semiconductors have experienced four major shocks: the first is the Internet bubble in 2001, which caused global semiconductor sales to drop by 32% year-on-year; the second is the financial subprime crisis in 2009, global semiconductors Sales fell by 9%; the third is the double impact of the "cyclical adjustment of the semiconductor industry and the deterioration of the memory market" in 2019, and semiconductor sales fell by 12%-15%; and the fourth is the new crown epidemic in 2020.

The shift of IC technology towards the 7nm and 5nm nodes, as well as the successive mass production of Chinese memory manufacturers, are the main thrust of semiconductor capital expenditures in 2020; the capital expenditures of foundry industry accounted for the overall semiconductor infrastructure in the past 12 months 34% of investment.

A number of American car companies suffering from chip shortages and companies involved in the semiconductor supply chain will send their executives to the White House on April 11 to attend the "Semiconductor and Supply Chain Resilience CEO Summit." Reuters said on the 11th that the U.S. Auto Industry Organization Once urged the government to help, White House officials emphasized that the chip has been involved in the US economy and national security.

The China Semiconductor Industry Association announced on its official website that the China and the United States Semiconductor Industry Association announced the joint establishment of the "Sino-U.S. Semiconductor Industry Technology and Trade Restriction Working Group." The purpose is to establish a timely communication and information sharing mechanism for the semiconductor industries of China and the United States, and exchange policies related to export control, supply chain security, encryption and other technologies and trade restrictions.

Due to tight supply, several major foundries around the world have raised their Q2 quarter quotations by 10-20%, and the overall increase is not much different from Q1. However, the latest news from Korean media pointed out that some foundries have increased by as much as 50%...

Novatek General Manager Wang Shouren pointed out that in terms of current capacity obtained, the second half will be better than the first half, and due to the limited expansion of foundry production in the past, supply and demand are expected to be tight until the end of the year, and the increase in capacity obtained next year is also quite limited.

The intelligent age is the concept of social science. In 1999, the concept of the Internet was proposed. In the same year, the Chinese Academy of Sciences started research on sensor networks and established some applicable sensor networks. The Internet of Things is not a technological fantasy, but another technological revolution. In the past in China, the Internet of Things was called a sensor network.

Electronic components are located in the upper reaches of the electronic information industry chain. They are the foundation for the development of systems and terminal products such as communications, computers and networks, handheld devices, digital audio and video, factory automation, automobiles, etc., and play a vital role in the development of the electronic information industry. , And strongly promoted and promoted the process of my country's informatization and industrialization construction. According to relevant statistics, the sales output value of China's electronic components industry in 2014 was 1,693.4 billion yuan, an increase of 10.5% year-on-year; the export delivery value was 720.1 billion yuan, an increase of 4.1%. The sales output value of the electronic device industry was 1,518.3 billion yuan, a year-on-year increase of 10.2%; the export delivery value was 919.4 billion yuan, a year-on-year increase of 5.8%.

In smart phones, taking pictures is a big selling point of mobile phones. In order to improve the quality of taking pictures, multiple cameras may be a solution. In 2019, triple cameras have become the mainstream configuration solution for smartphone rear cameras, and smartphone cameras have completely entered a multi-camera era. Against the backdrop of slowing growth in the global mobile phone market, shipments of mobile phone cameras have repeatedly grown against the trend to record highs. With the advent of 5G commercial applications, 5G mobile phones are bound to usher in a new trend of phone replacement, and it is believed that cameras will also usher in a new round of outbreaks.

5G is helping to promote the development of next-generation manufacturing and interconnected innovative products. From the perspective of electronics companies, 5G technology is expected to release the huge potential of 30 billion IoT devices by 2030.