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Global wafer fab equipment expenditure is expected to reach nearly $100 billion in 2022, setting a new historical high

2022-09-29
On September 27, 2022, California time, SEMI announced in its latest quarterly World Fab Forecast that global fab equipment spending is expected to increase by approximately 9% year-on-year in 2022, reaching a historic high of $99 billion. After reaching record levels in 2022, it is expected that the global wafer fab equipment market will continue to maintain healthy development next year, driven by the construction and upgrading of new wafer fabs, "said Ajit Manocha, President and CEO of SEMI It is estimated that Taiwan, China will lead the expenditure on wafer factory equipment in 2022, with an increase of 47% year-on-year to 30 billion US dollars. Next is South Korea, reaching 22.2 billion US dollars, a decrease of 5.5%. China's value is 22 billion US dollars, a decrease of 11.7% from last year's peak. It is expected that expenditures in the Europe/Middle East region will reach a record high of $6.6 billion this year, a year-on-year increase of 141%. Despite relatively low expenditures compared to other regions, strong demand for advanced high-performance computing (HPC) technologies is driving a surge in expenditures in the region. It is expected that investment in the Americas and Southeast Asia will also reach historic highs in 2023. The semiconductor industry's production capacity continues to increase According to the SEMI World Fab Forecast, global production capacity is expected to increase by 7.7% this year, following a 7.4% growth in 2021. The last time wafer fab equipment experienced an 8% year-on-year growth was in 2010, when the monthly production capacity exceeded 16 million wafers (equivalent to 8 inches), which is approximately half of the expected 29 million wafers per month in 2023. It is expected that production capacity will continue to grow by 5.3% in 2023. In 2022, the capacity growth of 167 wafer fabs and production lines will account for over 84% of equipment expenditure. With the increase in capacity of 129 known wafer fabs and production lines, it is expected that this proportion will decline to 79% next year. As expected, the Foundry segment will account for 53% of device spending in 2022 and 2023, followed by memory, which will account for 32% and 33% respectively. These two areas have the largest increase in production capacity. The latest World Fab Forecast report released this time lists 1453 factories and production lines worldwide, including 148 factories and production lines expected to start production in 2022 or later.

New National Standard for Driving Recorder (GB/T19056-2021)

2022-01-26
The National Standardization Administration website released the "2021 No. 17 Chinese National Standard Announcement" on December 31, 2021, and the new national standard for driving recorders (GB/T19056-2021) has been officially released, with a clear implementation date of July 1, 2022 Car driving recorder, commonly known as car black box, is a digital electronic recording device that records, stores, and can output data related to the vehicle's driving speed, time, mileage, and other status information through an interface Our company's several types of products will be applied to car recorders: 1. Car power input terminal 12V system SM8S24A or SM8S24CA 2. The 24V input terminal of the car power supply system SM8S33A or SM8S33CA DC-DC withstand voltage exceeds 60V, and SM8S36A or SM8S36CA can be selected 3. Schottky diodes in anti reverse and BUCK circuits: SK56/SMC SS110 SS210/SMA 4. ESD protection for USB or SIM cards is: ESDLSCRRV05-4 Welcome to discuss with technical and related R&D personnel, and also welcome to come to the Yin Te Laboratory for verification and experimental testing (free of charge)

Update on Electrical Professional Standards and Specifications (Updated on January 1, 2022)

2022-01-18
Recently, there have been major updates Standard for Electrical Design of Civil Buildings GB 51348-2019 (implemented on August 1, 2020) Energy Efficiency Limits and Grades for Power Transformers GB 20052-2020 (implemented on June 1, 2021) General Part of Electric Shock Protection Devices and Equipment GB/T 17045-2020 (implemented on October 1, 2021) Technical Standard for Fire Emergency Lighting and Evacuation Indication System GB 51309-2018 (implemented on March 1, 2019) General Rules for the Equipping and Management of Energy Measuring Instruments in Energy using Units GB 17167-2006 (implemented on January 1, 2007) Green Building Evaluation Standard GB/T 50378-2019 (implemented on August 1, 2019) Electromagnetic Environment Control Limits GB 8702-2014 (implemented on January 1, 2015) Guidelines for Economic Evaluation of Energy Efficiency Technology of Distribution Transformers DL/T 985-2012 (implemented on July 1, 2012) Technical Regulations for Urban Lighting Automatic Control System CJJ/T 227-2014 (implemented on May 1, 2015) Technical Standard for Electrical and Automation Engineering of Urban Drainage System CJJ/T 120-2018 (implemented on March 1, 2019) Design Standards for Research Buildings JGJ 91-2019 (implemented on January 1, 2020) Design Standard for Office Buildings JGJ/T 67-2019 (implemented on March 1, 2020) Construction and Acceptance Standards for Automatic Fire Alarm Systems GB 50166-2019 (implemented on March 1, 2020) Design Standard for Boiler Room GB 50041-2020 (implemented on July 1, 2020) Green Design Standards for Public Buildings in Shanghai DG/TJ 08-2139-2018 (implemented on July 1, 2019) Green Design Standards for Residential Buildings in Shanghai "DG/TJ 08-2143-2018 (implemented on July 1, 2019) Technical Standards for 5G Mobile Communication Infrastructure in Zhejiang Province Construction Projects DB 33/1239-2021 (implemented on May 1, 2021) Jiangsu Province Residential Design Standards DB 32/3920-2020 (implemented on July 1, 2021, revised to replace Residential Design Standards DGJ32/J 26-2017) The "Operational Technical Guidelines for Difficult Issues in Zhejiang Fire Protection Technical Specifications (2020 Edition)" Zhe Xiao [2020] No. 166 (implemented on March 1, 2021, and simultaneously abolished the "Operational Technical Guidelines for Difficult Issues in Zhejiang Fire Protection Technical Specifications" (Zhe Gong Tong Zi [2017] No. 89) in 2017 and the "Supplementary Technical Requirements for Building Smoke Control and Exhaust Systems" (Emergency Zhe Xiao [2019] No. 72) in 2019) Technical Standard for Automobile Refueling, Gas Filling and Hydrogen Refueling Stations GB 50156-2021 (implemented on October 1, 2021) Design Standard for Cold Storage GB 50072-2021 (implemented on December 1, 2021) Technical Standard for Public Broadcasting System Engineering GB/T 50526-2021 (implemented on October 1, 2021) GB/T 16895.10-2021 "Low voltage electrical installations - Part 4-44: Safety protection against voltage and electromagnetic disturbances" (implemented on May 1, 2022)

Renesas announces $5.9 billion acquisition of Apple supplier Dialog

2021-02-17
According to reports, Renesas Electronics of Japan officially announced today that it will acquire Apple's chip supplier, Dialog Semiconductor. The two companies announced in a statement that Renesas Electronics will acquire Dialog Semiconductor for approximately 4.9 billion euros (approximately 5.9 billion US dollars) in cash, equivalent to 67.50 euros per share. Dialog Semiconductor has agreed to the terms of the transaction. The acquisition price is a 20% premium over Dialog Semiconductor's closing price of 56.12 euros last Friday. Since the beginning of the year, the stock price of Dialog Semiconductor has risen by about 25%, mainly due to strong demand for Apple's 5G phones and the stimulation of the sale of the company. Recently, it was reported that Dialog Semiconductor is in talks with potential acquirers, including Renesas Electronics. According to informed sources at the time, in addition to Renesas Electronics, Dialogue Semiconductor was still in negotiations with STMicroelectronics. Since last year, there has been a large-scale consolidation in the global semiconductor market, including Nvidia's $40 billion acquisition of British chip manufacturer ARM, AMD's $35 billion acquisition of semiconductor manufacturer Xilinx, ADI's $21 billion acquisition of Maxim, chip supplier Marvel Technology's $10 billion acquisition of semiconductor company Inphi, and SK Hynix's $9 billion acquisition of Intel's memory division. According to data, the transaction volume involving semiconductor companies more than doubled last year, reaching 144 billion US dollars. Currently, Renesas Electronics has a market value of approximately $20.5 billion and is one of the world's largest suppliers of automotive semiconductors, with European offices in the UK and Germany. In 2019, Renesas Electronics completed the acquisition of Integrated Device Technology (IDT) in the United States. This transaction is worth over $6 billion and will help Renesas Electronics expand beyond the automotive industry. Dialog Semiconductor and Renesas Electronics have been collaborating for over a decade. Dialog Semiconductor focuses on designing power management chips and announced in August last year that it would collaborate with Renesas Electronics on automotive computing platforms. Currently, there is a tense situation in global semiconductor supply, with Dialogue Semiconductor and Renesas Electronics also involved. Insiders stated in November last year that Apple is working hard to address the shortage of power management chips for iPhones and other devices. In the automotive industry, semiconductor shortages are forcing car manufacturers to shut down and making their relationships with chip suppliers tense. Like Dialog Semiconductor, Renesas Electronics is also a supplier to Apple. According to reports, Apple had planned to acquire Renesas SP Drivers (55% owned by Renesas) in 2014, but it was later acquired by Synaptics. Ruili Technology provides LCD chips for iPhone screens. Analysts say that due to the increasing protection of strategic industries such as semiconductors in various countries, this transaction is likely to be investigated. Currently, Nvidia's acquisition of ARM is under review by UK regulatory authorities! (From Xunshi Information)

Ningbo Yinzhou District accelerates the construction of an integrated circuit industry highland

2020-08-20
Yinte Electronics Industry Push: The number of new orders continues to rise this year, and our new factory in Jiangshan Town, Yinzhou District is rushing to meet the construction deadline. After it is officially put into operation in the second half of the year, it is expected that the monthly output value will exceed 30 million yuan. ”Recently, Yang Ming, the general manager of Zhejiang Ningbo Xinsu Lian Optoelectronic Technology Co., Ltd., told reporters that with its leading technology in the field of 5G optical communication, half of the top ten companies in the industry have become partners of their company. Not far from Xinsu Lian Optoelectronics, Ningbo Yuanxin Optoelectronics Technology Co., Ltd., which mainly produces DFB chips and WTL chips, has also entered the final stage of product testing and is expected to achieve mass production by the end of this year. The chips produced by the two companies are applied to 5G base stations and digital integrated data centers, and are interrelated. Shen Chao, Deputy General Manager of Yuanxin Optoelectronics, told reporters that this year, they will continue to form a strong alliance as planned, packaging and selling the advantageous products of the two companies together. In Yinzhou District, Ningbo City, there are far more than two companies that have formed a strong alliance. In recent years, relying on platforms and leading enterprises such as Ningbo Microelectronics Innovation Industrial Park, Shengjisheng Semiconductor, and SMIC International Innovation Design Service Center, Yinzhou's upstream and downstream supply chains and horizontal cooperation chains have been used as breakthroughs to continuously improve the development ecology of upstream and downstream. A number of high-quality integrated circuit projects have rapidly gathered, strongly promoting the high-quality development of Yinzhou's integrated circuit industry. As of now, the district has introduced more than 70 projects related to the integrated circuit industry, gradually forming an ecosystem of integrated circuit packaging equipment industry, 5G optical communication industry, and CPU localization industry. With the help of strong chain reinforcement, the integrated circuit industry in Yinzhou is entering the fast lane of high-quality development. Data shows that in the first half of this year, the integrated circuit industry in Yinzhou achieved a production value of 1.3 billion yuan, with a 9% increase in output. Driven by the integrated circuit industry, the industrial added value of Yinzhou's computer communication and other electronic equipment manufacturing industry increased by 44% in June, driving the local industrial added value growth rate by 4.5 percentage points. Seizing the opportunities of the new round of technological revolution and industrial transformation, we will accelerate the upgrading of the integrated circuit industry foundation and the modernization of the industrial chain, transform dispersion into agglomeration to enhance the fission effect, and accelerate the construction of a global advanced manufacturing base pilot zone. The relevant person in charge of Yinzhou District stated that Yinzhou not only needs to introduce integrated circuit projects, but also needs to build, supplement, and strengthen the chain, continuously enhancing the resilience and stability of the integrated circuit industry chain. At present, in the Ningbo Integrated Circuit Equipment and Module Industry Base located in Yunlong Town, the Ningbo Shengjisheng Equipment Project is being vigorously promoted and is expected to be partially completed by the end of this year. At that time, a group of related supporting enterprises will join hands with it to further expand and strengthen; The Ningbo Microelectronics Innovation Industrial Park has gathered a group of integrated circuit design enterprises and back-end packaging equipment manufacturing enterprises, including SMIC Innovation Design Service Center, Jingu Technology, Yuanchuang Xindong, and Shangjin Automation. It is expected that the output value will exceed 1.8 billion yuan this year. According to the plan, Yinzhou will accelerate the construction of a characteristic process integrated circuit industry base with international competitiveness, striving to achieve an integrated circuit industry output value of 5 billion yuan in the whole district by 2022 and an expected output value of 10 billion yuan by 2025. Source: Radio and Television News Yin Te Electronics focuses on the research and sales of TVS transient suppression diodes, ESD electrostatic protection, and PPTC self-healing fuses.

Several Policies to Promote High Quality Development of Integrated Circuit Industry and Software Industry in the New Era

2020-08-05
The State Council has issued the "Several Policies to Promote the High Quality Development of Integrated Circuit Industry and Software Industry in the New Era", which for the first time introduces a ten-year income tax exemption policy on the basis of existing policies, supporting the development of advanced technology production enterprises with 28nm (including) and below. The implementation of the "new policy" has long been beneficial for the development of China's integrated circuit industry and accelerated the process of semiconductor localization. The "two exemptions and three halvings" policy that covers the entire industry chain is expected to promote the healthy development of the entire industry chain. The increased support for key design and software enterprises is expected to help China overcome the shortcomings of key chips and EDA software.

Yinte Industry Express: Behind the shortage and price increase of crystal oscillators, the process of domestic substitution is accelerating

2020-08-03
Yinte Electronics Industry Express Crystal oscillator products with high temperature compensation, thermal sensitivity, and technological content may enter a new round of price increase cycle. It has only been over three months since the last news of crystal oscillator price increase appeared. At that time, due to the impact of upstream raw material price increases, some crystal oscillator products increased in price by 10% -20%. Under the impact of the epidemic, leading global crystal oscillator manufacturers have temporarily stopped production, and the new production capacity of the domestic crystal oscillator market has also been halved, focusing on reducing inventory. Nowadays, the epidemic is still ravaging the world, and the supply system of international giants has not fully recovered, especially in high-end crystal oscillator regions such as Japanese and American, where the import of some high-end crystal oscillator products is restricted. In the context of increasing demand and depleted inventory, new demand for price increases has also emerged. Some products are out of stock and have increased prices As one of the passive electronic components, crystal oscillators have long been dominated by Japanese established manufacturers such as KDS and NDK, with a market share of over 60%. Among them, the Japanese 32.768K surface mount crystal oscillator has been out of stock for a long time due to its highest usage. At present, the product series with increased price of crystal oscillators mainly include 32.768K, temperature compensated crystal oscillators, and series with higher technical content. ”Cai Qinhong, General Manager of Yangxing Technology, expressed to Jiwei Network. Looking into the reasons, multiple factors are also interrelated. The most significant impact is the global pandemic, which has greatly affected overseas crystal oscillator manufacturers. The early production shutdowns have accelerated the pace of destocking in the entire market. However, the crystal oscillator products mentioned above, under the pressure of limited exports, have experienced an imbalance in supply and demand, which has accelerated the timing and pace of price increases. On the contrary, based on the gradual improvement of domestic manufacturers in terms of technological level, production technology, automation degree, etc., the production capacity scale of mid to low end general-purpose crystal oscillator products is gradually expanding, which can still meet the demand of the domestic market. Overall, the supply and demand of crystal oscillator products are relatively balanced, and prices are trending towards stability. The price increase only affects some models, "Cai Qinhong said frankly. In addition to the price increase situation, the current delivery time of the entire crystal oscillator market is still not optimistic. At present, we are in a state of distribution, and the delivery time has improved compared to the first quarter, but we are still in a relatively short supply state. It is expected that this situation will not ease until the end of this year or the first half of next year, "Cai Qinhong added. It is worth noting that with the gradual outbreak of market demand for 5G, TWS earphones, and Wi Fi 6, domestic manufacturers have seen an increasing number of domestic substitutes emerge in the mid to low end consumer, industrial, or communication fields. Especially in the context of 5G applications, there will be a 60% -70% substitution space. Accelerating domestic substitution under new demands Since the beginning of this year, TWS earphones have been in a period of rapid growth, with high individual product prices and high industry profit margins, which are leveraging a market worth nearly billions. In TWS earphones, the market demand for small-sized, high-precision, low-power thermal crystal oscillators such as 2520 and 2016 is also on the rise. In addition, high-tech fields such as 5G base stations, automotive electronics, and the Internet of Things have a high demand for the two sizes of 2520 temperature compensated crystal oscillators and thermal sensitive crystals. As a result, orders for this model of product have increased, gradually showing a trend of both quantity and price rising. According to CS&A's forecast, the global output value of frequency components in 2019 will be 3.2-3.4 billion US dollars, with an annual sales volume of 19-21 billion frequency components. In 2020, 5G drove a new round of replacement demand, and the penetration rate of smart cars gradually increased. In addition, the explosive growth of emerging markets such as TWS earphones led to a rebound in the popularity of quartz crystal oscillators. Based on the impact of the current epidemic and the significant increase in demand in some fields in the domestic market, domestic crystal oscillator manufacturers have also been given certain opportunities. The domestic substitution space for temperature compensated crystal oscillators and thermosensitive crystal oscillators has increased, and domestic crystal oscillator manufacturers are also focusing on these two technologies to further narrow the gap with Japanese and Taiwanese enterprises, "said a crystal oscillator manufacturer to Jiwei Network. According to Jiwei Network, among the representative manufacturers of domestic crystal oscillators, Huilun Crystal introduced its thermosensitive crystal product line as early as 2016, with a production capacity of 10KK/M; In 2018, its TCXO/VCTCXO products passed MTK certification. On this basis, in April of this year, Huilun Crystal's 1612 size crystal oscillator product passed the certification and licensing of Juxin Technology, further establishing its strength in the TWS headphone market. At the same time, in the TWS earphone field, Taijing Technology has entered the product solutions of Hengxuan and Luoda, and raised over 600 million yuan through private placement for projects such as "Industrialization of Micro Crystal Resonators Based on MEMS Technology" and "Research and Industrialization of Temperature Compensated Crystal Oscillators (TCXOs)", expanding its competitiveness in the field of temperature compensated crystal oscillators and strengthening its lithography technology. In addition, in recent years, the effective application of MEMS technology has provided technical reference and inspiration for the processing of quartz crystals, and has become a key direction for domestic crystal oscillator manufacturers to break through in technology. It has advantages in reducing crystal oscillator volume, improving stability, and promoting the development of crystal oscillator products towards miniaturization and high precision. At present, domestic crystal oscillator manufacturers such as Taijing Technology and Yangxing Technology have gradually broken through in the field of MEMS technology, and their production capacity is gradually increasing. Source: China Electronic Components Industry Association Shanghai Yinte specializes in producing TVS transient diodes (SM8S33A), ESD electrostatic protection components, and other circuit protection components

New organic LED breaks through data speed

2020-07-28
Yin Te Electronics: Industry Push Researchers are using a new type of organic LED to break through the limits of data speed. The domain provides' practically 'unlimited bandwidth (>400 THz). Among these systems, visible light communication (VLC) is attractive because it has the potential to utilize light-emitting devices that have been widely used in commercial applications ranging from lighting systems to mobile phones and television displays. In the fastest VLC link reported so far, the light emitter consists of a light emitting diode (LED) and a laser diode (LD), which use inorganic semiconductors (usually gallium nitride) as the emission medium and have high light output power and wide bandwidth. These characteristics make inorganic LEDs and LDs suitable for integration into dual-purpose lighting devices that can provide both white lighting and data transmission simultaneously. However, the use of organic light-emitting diodes (OLEDs) is an effective alternative, which has attracted great attention for VLC. People's interest in OLEDs used for communication is not only driven by their widespread use in display technology, but also by the same advantages of successful organic electronics technology. Importantly, organic semiconductors can be deposited over large areas inexpensively through thermal evaporation or spin coating, scraping, inkjet, or spray coating solutions. Large area organic semiconductor (OS) lighting devices have entered the market and are expected to become the next large-scale application of OS after OLED (AMOLED) displays. Visible light communication (VLC) is a wireless technology that relies on light intensity modulation and may change the connectivity of the Internet of Things (IoT). However, the low penetration depth of visible light in non transparent media hinders VLC. One solution is to extend the operation to the "near (non) visible" near-infrared (NIR, 700-1000nm) region, extending the spectral range to the near-infrared (NIR, 700-1000nm) not only expands the bandwidth of the VLC link, but also paves the way for its integration into many applications that utilize NIR radiation. Near infrared emission devices are used in several different fields, including safety, biological detection, and photodynamic/photothermal therapy, both of which benefit from the semi transparency of biological tissues in this spectral window. In the case of wearable or implantable biosensors, NIR photons can be used to monitor human vital signs and communicate wirelessly with other devices. Scientists have created new OLEDs processed with far red/near-infrared solutions. By integrating the device into a real-time VLC device, as shown in Figure 1a, an error free transmission speed of over 1Mb/s has been achieved. Successfully expanded bandwidth and achieved the fastest data speed ever for organic light-emitting diodes. The new OLED has been described in the journal "Light Science and Applications", creating opportunities for new Internet of Things (IoT) connectivity and wearable and implantable biosensor technologies. This project is a collaboration between Newcastle University, University College London, London Centre for Nanotechnology, Institute of Organic Chemistry of the Polish Academy of Sciences (Warsaw, Poland), and National Research Council Institute for Nanostructured Materials (CNR-ISMN, Bologna, Italy). From the perspective of IoT applications, the data rate achieved by the team through this groundbreaking device is sufficient to support indoor point-to-point links. The researchers emphasized the possibility of achieving this data rate without the need for computationally complex and power demanding equalizers. Due to the absence of toxic heavy metals in the active layer of organic light-emitting diodes, the new VLC device is expected to integrate portable, wearable, or implantable organic biosensors.

Innos and KAUST collaborate to develop efficient silicon-based InGaN red Micro LED

2020-07-24
《Yinte Electronics "pushes for you》 According to reports, German silicon-based gallium nitride expert ALLOSSemiconductors announced a collaboration with a research team from King Abdullah University of Science and Technology (KAUST) in Saudi Arabia to jointly develop efficient silicon-based InGaN red MicroLEDs. It is understood that issues such as lattice mismatch and quantum confined Stark effect (QCSE) limit the practical use of red nitrogen based LEDs in industrial applications, and this collaboration between ALLOS and KAUST will aim to address these fundamental problems.
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