Sichuan limited power reduced global LCD panel production by 20%; Korean semiconductor exports to Ch

1. The extension of power limit in Sichuan will reduce the global LCD panel output by 20%

2. The notebook supply chain is not prosperous in the peak season in the second half of the year

3. The extension of power rationing in Sichuan has little impact on Honghai's reiteration

4. Korea's semiconductor exports to China increased by 13 times

5. STMicroelectronics expects the revenue of the fourth fiscal quarter to exceed US $4.2 billion, and the capacity will be full in 2023

6. Large orders of the first-line factory for joint power attack vehicles

7. The first generation of 10nm aborted by Intel has been seen again: a small chip is added to the special sample

8. Musk announced that the price of full auto drive system will be increased by 25%

9. Apple Mac Pro 2022 disclosure summary: completely abandon Intel and install M2 ultra / extreme chip

▎ Sichuan extends power limit to reduce global LCD panel output by 20%

Sichuan extended the power restriction order to Thursday (25th). Analysts expect that the output of local panel factories will be further reduced, especially the global LCD panel output will be reduced by 20% in that month, and the oversupply of the panel industry is expected to slow down. AVC Revo believes that the power rationing in Sichuan and Chongqing just forces the panel factories to reduce the production rate in a disguised manner, thus reducing the pressure of excess panel supply to a certain extent. It shows that there are many industrial chains in Sichuan and Chongqing, and sudden power outages have a great impact on the industrial chain, but it is also an opportunity for the brand to adjust inventory, which helps the industry to be stable and return to rationality. (juheng.com)

▎ notebook supply chain in the second half of the year

The notebook supply chain inventory alarm. By the end of June, the average inventory days of the OEM factory had risen to 63 days, and the brand factory had even reached 105 days, all of which were astonishing figures more than 30 times the normal water level. In terms of absolute amount, quanta and ASUS both exceeded 200 billion yuan (New Taiwan dollars, the same below), Wistron also reached the 200 billion yuan mark, and Compal nearly reached 150 billion yuan. The related manufacturers were under pressure in the second half of the year, and the peak season was not prosperous. (Economic Daily)

▎ the extension of power limit in Sichuan, and Hon Hai reiterated that the impact is not significant

The power limitation measures in Sichuan were extended to 12:00 pm on the 25th. Hon Hai, which has a factory in Chengdu, Sichuan, was interviewed by the Central News Agency this morning and reiterated that the current impact is not significant. Local media in Sichuan reported on the 21st that the power restriction measures in Sichuan have impacted the production of automobiles, semiconductors and electronic consumer goods in Southwest China, and the production of Foxconn, a subsidiary of Hon Hai, was forced to suspend. (Central News Agency)

▎ Korean semiconductor, exports to China increased 13 times

According to a report released by South Korea on Sunday, over the past 20 years, South Korea's dependence on China's exports of semiconductor products has increased nearly 13 times. The report says Seoul needs to take action to address related risks. The Korean Chamber of Commerce and industry, a major business lobbying organization representing 300 companies in South Korea, said that the export of Korean semiconductor products to China surged from 3.2% of the total export to China in 2000 to 39.7% last year. South Korea is the fourth largest economy in Asia. (semiconductor industry observation)

▎ STMicroelectronics expects the revenue of the fourth fiscal quarter to exceed US $4.2 billion, and the capacity will be full in 2023

St expects that its plant will be fully loaded in 2023, mainly due to the rapid release of capacity in the automobile and smartphone industries. Jean Marc Chery, CEO of St semiconductor, said: "this is the result of 30 years of globalization. We realize that we may need to rebalance some things." He also pointed out that in terms of the production plan for the next 18 to 24 months, new orders will exceed the limit of the company's total capacity by 2023. In addition, the rising prices of energy, transportation and bulk commodities have led to the continuous price rise of St. (integrated micro network)

▎ large orders of the first-line factory for the United Power Attack Vehicle

The layout of the United car has made a great leap forward. Recently, it has won the new certification of Ti, Infineon and other major automotive chip manufacturers. The eight key areas of automotive certification have been obtained, and all of the world's first-line car manufacturers have taken the large list of chips. It is understood that the key certifications that UMC has won include power semiconductor, WiFi / Bluetooth and other wireless communication applications, millimeter wave radar sensor, auto AP, microcontroller (MCU), CIS sensor, OLED / LCD driver IC, micro electromechanical sensor, etc. almost all the necessary certifications for automotive chips have been obtained. (United News Network)

▎ the first generation of 10nm aborted by Intel is back in the sky: a small chip is added to the special sample

Yuuki ans, a hardware collector and critic, showed a picture of Intel's abandoned 10nm cannon lake-y CPU. The CPU is designed with three cores and has a small overall size. It reads "special samples". According to the exposure data, there are three core particles on the package, and the 10nm CPU chip is the largest of the three core particles, with a size of 70.52 mm ²， The second is the PCH chip with a size of 46.17 mm ²， Finally, the mcivr chip with a size of 13.72 mm ²。 (it house)

▎ musk announced that the price of full auto drive system will be increased by 25%

Elon, CEO of Tesla Elon Musk said on twitter on Sunday that the price of the company's full auto drive system (FSD) in North America would be increased by 25%. This is the second price increase of the system this year. Musk said that after the release of FSD beta 10.69.2, the price of FSD in North America will rise to US $15000 on September 5. Orders placed before September 5 will be executed at the current price of 12000 US dollars, but the delivery of orders will be later. (Associated Press of Finance)

▎ Apple Mac Pro 2022 disclosure summary: completely abandon Intel and install M2 ultra / extreme chip

Bloomberg's mark gurman revealed some apple silicon Mac Pro chip options and specifications. According to gurman, users will be able to choose the new Mac Pro configuration M2 ultra and M2 extreme chip options. According to these rumors, M2 extreme will surpass the 28 core top Intel Xeon w CPU option currently provided by Intel Mac Pro. The known specification of M2 extreme effectively doubles the M1 ultra in MAC studio. However, if it is based on the more advanced 5nm manufacturing process behind the current M2 chip, it is likely to have a series of other core technologies, efficiency and clock speed improvements. Compared with the M1 chip, the CPU speed of the M2 chip is increased by 18%, the GPU performance is increased by 35%, the neural engine speed is increased by 40%, and the memory bandwidth is increased by 50%. The performance difference between M1 ultra and M2 ultra is likely to be the same.