news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

Must-read news 1: To make up for the problem of insufficient production capacity of CoWoS advanced packaging, TSMC has established a team to increase investment in this technology

Industry sources pointed out that TSMC has officially established a team for FOPLP (fan-out panel-level packaging) and plans to establish a mini line (small-scale trial production line). FOPLP uses a large rectangular substrate to replace the traditional circular silicon interposer. The large package size can improve area utilization and reduce unit cost, making up for the current insufficient production capacity of CoWoS advanced packaging.

After years of development and precipitation, semiconductor chip packaging technology has become mature, and now there are hundreds of packaging types. Among these hundreds of packaging types, fan-out packaging has gradually become the focus, and it is considered to be the key technical solution to continue and surpass Moore's Law. There are currently two major technical branches of fan-out packaging, namely fan-out wafer-level packaging (FOWLP) and fan-out panel-level packaging (FOPLP). Huajin Securities pointed out that fan-out panel-level packaging technology has a larger package size and better heat dissipation performance than traditional CoWoS, which enables it to support larger-scale chip integration, improve performance, and reduce power consumption. Therefore, for AI chip manufacturers such as NVIDIA, the use of FOPLP technology will help alleviate the current problem of tight CoWoS production capacity and increase the supply of AI chips. The demand for high-end chips continues to grow, and advanced packaging provides technical support for continuing Moore's Law to improve chip performance and integration. As advanced packaging technology continues to advance, various industry chains (packaging and testing/equipment/materials/IP, etc.) will continue to benefit.

Must-read news 2: A new round of machine replacement cycle is expected to start under the wave of AI, and the industry will see significant growth in the second quarter

According to the latest statistics from Counterpoint Research, the global smartphone market saw significant growth in the second quarter of 2024, with a year-on-year growth rate of 6%, the highest growth rate since the second quarter of 2021. This growth sign shows that the global smartphone market is gradually recovering, and market demand in major regions has increased to varying degrees.

Before the arrival of the "first year of AI mobile phones", the smartphone market has entered the stock market. According to a report by market research firm TechInsights, the global smartphone replacement rate will fall to 23.5% in 2023, and the replacement cycle will be as long as 51 months. Under the wave of AI mobile phones, IDC predicts that the penetration rate of AI mobile phones in China is expected to reach 51.9% in 2027, and shipments are expected to reach 150 million units, with a CAGR of 96.80% from 2023 to 2027. In the industry's view, each round of consumer electronics boom cycle is mainly driven by new demands caused by technological progress. With the accelerated landing of AI mobile phone terminals, a new cycle of replacement will be quickly launched. Starting from the fourth quarter of 2023, major mobile phones will gradually launch smartphones with AI functions. Samsung, Xiaomi, OPPO, Apple, Huawei, etc. have all laid out their plans. Starting from 2024, the penetration rate of the new generation of AI mobile phones will continue to increase.

Must-read news 3: Jinan's first driverless bus is on the road, and driverless driving is expected to usher in a period of rapid development

According to media reports, on the morning of July 13, a mini blue bus smoothly drove into the Huayang Palace bus stop around Huashan Lake in Licheng District, Jinan. Unlike what people see every day, this bus with a temporary license plate of "Lu A166N test" is only equipped with a safety officer and no driver is driving it manually. This means that Jinan's first driverless bus is "on the road". It is reported that the car adopts a single-vehicle intelligent technology route. Level L4 is highly automated driving. In specific scenarios, all driving operations of the vehicle do not require human intervention. There is no steering wheel, brake pedal or accelerator pedal in the car. The vehicle has functions such as autonomous overtaking, automatic obstacle avoidance, and precise entry. The maximum speed of the vehicle can reach 40Km/h. The vehicle is the industry's first forward-developed L4-level autonomous driving microbus.

According to a research report by Orient Securities, the unmanned driving online car-hailing model of Luobo Kuaipao has become popular and is expected to achieve profitability in Wuhan in 2025. Policies in many places continue to support the commercial pilot operation of unmanned driving. The integrated construction of vehicle, road and cloud provides infrastructure guarantee for unmanned driving, and unmanned driving is expected to usher in a period of rapid development. The rapid development of unmanned driving commercial operation is expected to benefit automobile intelligent driving manufacturers and companies related to vehicle, road and cloud infrastructure.

Must-read news 4: Robots that can drive cars are here! The humanoid robot industry is developing rapidly

According to media reports, the team led by Kento Kawarazuka of the University of Tokyo in Japan has recently developed a robot that can drive an ordinary car, which has attracted attention. The robot is called Musashi and has 74 "muscles" and 39 joints. It has five fingers on each hand and pressure sensors on its hands and feet. It is able to perform complex tasks such as turning the steering wheel, stepping on the pedals, using the handbrake, turning the ignition key, and even using indicator lights. Its eyes are equipped with high-resolution cameras connected to an artificial intelligence system. This enables it to recognize pedestrians in the rearview mirror and respond to changes in traffic lights. However, the robot is still in the early stages of development. It can only drive at a speed of 5km per hour on non-open roads, and can only drive in a straight line and turn right.

The humanoid robot industry is developing rapidly. Wanlian Securities pointed out that 2024 will be the year of accelerated development of humanoid robots. The continued investment of technology giants such as Tesla in the humanoid robot industry is expected to drive the industry to accelerate iteration and make continuous breakthroughs. The mass production and large-scale application of humanoid robots will usher in the dawn, and commercialization can be expected. With the intensification of the aging trend of society and the increase in labor costs, the market demand for humanoid robots is increasing day by day. Humanoid robots are expected to form an emerging industry and bring huge market space.

Titanium Small Shares·Titanium Media Financial Research Institute

2024.07.16

Download the Titanium Media App to follow more financial investment opportunities!