Refused to build a factory in the United States: CATL and BYD’s negotiations with Apple are deadlocked

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1. Refused to build a factory in the United States: CATL and BYD have reached a deadlock in negotiations with Apple

Negotiations between Apple Inc. and China’s CATL and BYD over their planned electric vehicle battery supply have largely stalled because they refused to set up a dedicated team and build a U.S. factory solely to serve Apple. Chinese battery makers are reported to be more advanced than their competitors in developing lithium iron phosphate (LFP) batteries, which are cheaper to produce and which Apple favors. Sources say the stalled talks mean Apple has been considering Japanese battery makers, and Panasonic is one of the companies Apple is considering.

2. SMIC: Jiang Shangyi resigned, Liang Mengsong resigned as executive director

Yesterday evening, SMIC (688981, SH) announced that Jiang Shangyi resigned as vice chairman, executive director and member of the strategy committee; Liang Mengsong resigned as executive director and remained as the company’s co-CEO; Zhou Jie resigned as non-executive director, remuneration committee member and member of the Audit Committee; Yang Guanglei resigned as an independent non-executive director and member of the Remuneration Committee. Among the 4 people who resigned this time, Jiang Shangyi, Liang Mengsong, and Yang Guanglei all had TSMC work experience. The end of 2020 and the tide of “lack of cores” in 2021 will greatly change the direction of SMIC, and capital expenditure will change from focusing on advanced technology to focusing on mature technology.

Chip/semiconductor

3. International semiconductor giants have increased the number of silicon carbide fields

According to Yole data, the market size of SiC power devices will increase from US$400 million in 2018 to US$17.2 billion in 2027, with a compound annual growth rate of about 51%. Among them, the market size of SiC substrate materials will increase from US$121 million in 2018 to US$1.1 billion in 2024, with a compound annual growth rate of 44%. According to the change records displayed by Tianyancha, Tyco Tianrun’s D-round financing received the joint assistance of SK Hynix and Yuanhe Zhongyuan. Tyco Tianrun invested in the construction of a 6-inch silicon carbide (SiC) project in Liuyang, Hunan. The project was officially started at the end of 2019. Roshow Technology (002617) recently announced that the first phase of Hefei Roshow Semiconductors has completed the installation and commissioning of major equipment and entered the official production stage. The completion and commissioning of the silicon carbide project has enabled the company to achieve a breakthrough in domestic 6-inch conductive silicon carbide substrates. National Star Optoelectronics (002449) has launched three series of third-generation new semiconductor products, including SiC power devices, power modules and GaN-DFN devices. SiC power devices can be widely used in industrial fields such as high-power power supplies and charging piles.

metaverse

4. Luo Zhenyu Yuan Universe 6 online lessons earn millions of dollars

On the APP founded by Luo Zhenyu, the estimated total revenue of the online course “Metaverse 6 Lectures” has exceeded 1 million yuan. In addition, some UP masters have launched Metaverse popular science videos on platforms such as Station B, which have also harvested a lot of traffic. Metaverse related books have also achieved good sales results on e-commerce platforms and knowledge payment platforms. It can be said that it is unclear whether the Metaverse makes money or not, and the Metaverse training has already made money.

traffic/automobile

5. In the first three quarters of this year, the global sales of new energy vehicles reached 4.2 million, and the annual increase of pure electric vehicles exceeded 1.5 times.

According to a report released by market research firm TrendForce on Thursday, the global new energy vehicle market sold a total of 4.2 million units in the first three quarters of this year, including 2.92 million pure electric vehicles (BEVs), an annual increase of 153%; Hybrid electric vehicle (PHEV) sales were 1.28 million, up 135% year-on-year.

new retail

6. Tencent Smart Retail and Baiguoyuan strategically signed a contract

Recently, Tencent Smart Retail signed a strategic agreement with Pagoda, announcing in-depth cooperation. As one of the important partners, Pagoda participated in the first “Penguin Auspicious City” Double Eleven Super Carnival created by Tencent Smart Retail x Penguin Auspicious City applet. During this period, Yili Group and Baiguoyuan Group also made relevant cooperation attempts through Tencent’s smart retailing. “The core goal of Tencent Smart Retail is to help merchants make transactions bigger and stronger in the WeChat ecosystem. Through the massive decentralized resources of Tencent Ecology, it helps merchants to integrate resources, and utilize the already established massive brand resources to fully link channels and brands. , to maximize efficiency.” He Di, general manager of Tencent’s smart retail vertical industry ecology, said.

Sensing field

7. For the first time in the world, Russia will test wireless power transmission in space

Experts from the Ross “Energy” rocket and space company revealed that the world’s first experiment using lasers for wireless power transmission will be carried out on the International Space Station. The space experiment, code-named “Pelican”, refers to the use of lasers to transmit electricity between spacecraft, and it has been included in the long-term scientific experiment plan of the Russian part of the International Space Station. Russian scientists believe that this wireless power transmission technology can also be used to charge satellites in space orbit to extend the life of satellites. Photoelectric converters are currently 60% efficient, so using lasers to transfer electrical energy from one spacecraft to another is very efficient.

8. Tongji has developed millions of ultra-foldable conductive materials: bringing dawn to the development of folding Electronic devices

According to media reports, recently inspired by silk, researchers from Tongji University improved biomimetic polymer electrospinning by imitating spinneret as a cocoon. As we all know, flexible electronics and wearable devices have developed into today’s technological frontiers and hot research fields, and whether conductive materials can withstand a large number of non-destructive true folding has become a “bottleneck” problem that restricts the further development of many of these directions. To this end, researchers at Tongji University have developed a superfolded conductive material. According to the researchers, this material can withstand more than one million true folds, and all the nanofibers are unscathed, and the electrical conductivity has not fluctuated significantly. Such performance is unattainable with all previous flexible conductive materials, and represents a major breakthrough in folding properties. Its emergence has brought the dawn of the development of ultra-foldable electronic devices.

communication

9. China Telecom: To achieve 100 million 5G terminal sales in 2022, it will invest 10 billion in contract subsidies

Recently, Lu Liangjun, deputy general manager of China Telecom Marketing Department, introduced in detail the terminal development strategy of China Telecom in 2022, which is mainly reflected in expanding scale, improving quality, expanding innovation, and strengthening cooperation. Lu Liangjun said that in the new year, China Telecom will continue to expand the scale of all categories of terminals, aiming to achieve 100 million 5G terminal sales in 2022, 70 million digital life terminals, and 40 million industry terminals. In addition, in 2022, China Telecom will invest 10 billion yuan in contract subsidy/incentive funds; 20 billion yuan in installment funds; centralized procurement of over 300 full-category terminals, with an estimated cumulative amount of 35 billion yuan.

artificial intelligence

10. Japan uses AI technology to directly convert sign language to text

According to foreign media reports, the Japanese government will develop new AI technology to improve communication with deaf people. Nippon Electric University and SoftBank have joined forces to directly translate sign language into Japanese through artificial intelligence (AI) technology, and it is expected to be popularized by 2024. Currently the system is only available on over-the-counter devices, but the municipality hopes it will eventually be available on smartphones. However, the Japan Federation of the Deaf believes that it will take a long time for AI to become an effective tool for deaf people.

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