目录
2017年第12期(发布时间: Nov 20, 2017 发布者:腾飞)  下载: 2017年第12期.doc       全选  导出
1   2017-11-12 14:03:48.84 2017年中国LED芯片供应商占全球产能的54% (点击量:12)

根据LEDinside公司(TrendForce旗下子公司)最新的LED市场供需分析,全球LED芯片总产能在2017年进入了一个新的高峰期扩张阶段。近期产能扩张激增是对中国LED封装供应商不断增长的需求的反应,2016年初开始提高产能。

随着中国LED芯片供应商重新开展能力建设活动,LEDinside估计2017年全球安装的金属有机化学气相沉积(MOCVD)室(基于标准K465i设计)的数量将达到401个,是2011年以来最大的芯片容量增长。

LEDinside公司研究总监Roger Chu表示:“2017年初,包括三安光电,HC SemiTek和Aucksun在内的主要中国LED芯片制造商透露,在这一年里,他们将实施重大容量扩展计划。他估计,国内芯片制造商的新加工业务将使中国在全球MOCVD产能中的比例达到54%。

2   2017-11-20 01:06:49.81 nanometrics董事会任命Pierre Yves Lesaicherre为总裁兼首席执行官 (点击量:1)

位于美国加利福尼亚州米尔皮塔斯市的Nanometrics公司(一家过程控制计量和检测系统供应商)表示,Pierre-Yves Lesaicherre博士将加入该公司担任公司总裁兼首席执行官,并被选为董事会成员(于11月27日生效)。

主席Bruce C. Rhine表示:“Pierre-Yves Lesaicherre在半导体行业的领导经验延续了20多年,他在半导体固定设备行业的丰富技术专长超过了30多年,展现了卓越运营,技术领导力和战略眼光。其管理数十亿美元增长业务的经验使他非常适合领导公司进入下一阶段的增长。”

Lesaicherre表示:“Nanometrics在技术和市场领先地位方面享有盛誉,同时还有一个令人难以置信的文化,专注于客户的业绩,同时享受积极的团队氛围。我非常兴奋能拥有成为其CEO的机会。”

3   2017-11-20 15:59:29.897 英特尔宣布为2018 年韩国平昌冬季奥运提供5G网络支持 (点击量:0)

近日,半导体大厂英特尔(intel)高级副总裁兼网络平台事业部总经理 Sandra Rivera 正式宣布,英特尔将为 2018 年韩国平昌冬季奥运提供 5G 网络支持。Sandra Rivera 指出,英特尔将为用户和企业提供千兆等级速度的无线宽频接入、超低延迟影音分发和沉浸式的直播内容。其中,英特尔高性能处理器在网络边缘和核心的计算效能上,也将对 5G 体验提供有力支持。
据了解,英特尔在庆祝 2018 年冬季奥运倒数 100 天之际,宣布与韩国通信服务提供者 KT 合作,在 2018 年韩国平昌冬季奥运开展全球最大规模的 5G 展示。这届冬季奥运期间,利用英特尔的 5G 技术,KT 将提供首个大规模 5G 网络,带来一系列沉浸式的 5G 现场体验。
Sandra Rivera 还表示,2018 年平昌冬季奥运,包括英特尔、KT 及相关合作伙伴,将在韩国江陵奥林匹克公园、首尔光化门及韩国其他奥运场馆展开 5G 展示。此外,英特尔的 5G 移动试验平台和网络技术(包括 FlexRAN 技术)将运用在各种奥运场所的 5G 网络。
英特尔表示,随着智能手机及更多移动设备不断演进,5G 正成为最具影响力的技术变革之一。透过与国际奥会达成合作伙伴关系,英特尔将让大家理解,并更体验未来的 5G 技术。

4   2017-11-20 15:59:52.33 霍金:人工智能不会毁灭人类 反而有助于疾病治愈 (点击量:1)

当一个由知名人工智能专家组成的小组被问及是否有可能开发出超级智能时,他们的答案是一致的:有可能。到现在,关于计算机是否比人类更聪明的争论已经不再存在了。

今年早些时候在加州举办的这个座谈小组由人工智能领域的多位“知名人物”组成:

巴特·塞尔曼(康奈尔大学)

大卫·查尔默斯(纽约大学)

埃隆·马斯克(特斯拉,SpaceX)

扬·塔里安(CSER/FLI)

尼克·博斯特罗姆(FHI)

雷·库兹韦尔(Google)

斯图尔特·拉塞尔(加州大学伯克利分校)

山姆·哈里斯

戴密斯·哈萨比斯(DeepMind创始人)

虽然从理论上讲——考虑到我们对物理定律的理解——计算机超越人类的智慧,再到“超级智能”的实现是可行的,但这种情况的发生几率肯定是微乎其微的。

但是根据该小组的每一位成员的说法,这很有可能。当被要求回答“AI会达到超级智能吗”这个问题时,(回答可以是“会”或“不会”或“这很难说”),每个成员的回答都是“会的”。

埃隆·穆斯克甚至假装不同意其他小组成员的意见,这在很大程度上让观众和台上的一些人感到高兴。也许是因为当绝顶聪明的人完全站在同一条战线上时,就会出现这种尴尬的情况;没有辩论就很难进行科学研究。

如果我们接受人工智能将达到“超级智能”的想法,那么我们就该明白这意味着什么,以及它什么时候会发生。

Nick Bostrom教授已经写了一本关于超级智能的书。在他的书中,他将超级智能的概念定义为“一个虚拟代理——它的智力远远超过了最聪明、最具天赋的人类的智力。”

它会比我们更聪明,这意味着我们将无法理解它——而我们现在也不能理解它。

关于人工智能的一个显而易见的事实是,没有人能够预测很长时间以后会发生什么。机器学习的进步来得如此之快,所以那些认为我们知道接下来的六个月将会发生什么的想法可能太过天真。

我们正处在一个未知的领域。

但这和史蒂芬·霍金有什么关系呢?

霍金教授在最近接受《连线》杂志采访时表示,人工智能是一场技术革命:

也许有了这种新技术革命的工具,我们就能消除上一次工业革命对自然世界造成的损害。当然,我们的终极目标是消除疾病和贫困。我们生活的方方面面都会发生改变。简而言之,创造人工智能的成功可能是人类历史上最重大的事件。

他不是唯一一个相信人工智能将永远改变我们生活的人。Nick Bostrom教授说,人工智能代表了第三次“人类状况的根本改变”。

根据Bostrom的说法,第一次是农业革命,紧随其后的是工业革命。如果人工智能超过人类智能,我们就能实现下一场技术革命。

很难找到一个标准来衡量人工智能是否能产生与工业革命一样大的影响——尤其是现在大多数新闻标题读起来像科幻小说里的情节。

在同一场采访中,霍金教授也说:

我担心人工智能可能会完全取代人类。如果人们能够设计电脑病毒,那就有人会设计出能够改进和复制自身的人工智能。这将是一种超越人类的新生命形式。

霍金教授可能并不是在建议我们停止研究人工智能,转而成为卢德派。

我们能够很容易地理解杀手机器人接管世界的想法。这样的情节我们在电影中已经看了十几遍了。更重要的是,通过毁灭视角来看待未来总是更容易的,否则就会被现实所扭曲。

电影和科幻小说所描绘的未来世界,看起来基本上还是今天的样子,只不过是多了一些更酷的小玩意和青少年们喜欢用的俚语。试图解释人工智能所带来的革命性的世界将会是一件困难的事情。

本月早些时候,Bostrom教授对英国议会的人工智能委员会成员说,根本没有办法做到这一点:

就像任何新的通用技术一样,最令人兴奋的应用在一开始并不是很明显,只有当人们开始使用这项技术时才会被发现。

那些新闻标题——比如这篇文章的标题——告诉我们,斯蒂芬·霍金和埃隆·马斯克认为人工智能可能会毁灭人类,而这是真正的对话的“快餐式新闻”版本。

而真正的关键在于马斯克和霍金都对机器学习技术抱有兴奋和渴望的乐观情绪。霍金教授认为人工智能可以治愈疾病。马斯克在开放人工智能领域投入了大量资金,该基金会的使命是:

通用人工智能(AGI)将是人类有史以来创造的最重要的技术。

如果我们被夸张和恐惧的情绪占据,那会让我们所有人都成为反对者。更实用的方法(就连认为人工智能会引发第三次世界大战的埃隆·马斯克都已经采用这种方法),是在谨慎、乐观和维护所有人类的最佳利益的基础上向前迈进。

5   2017-11-20 16:00:16.153 The next generation of power electronics? Gallium nitride doped with beryllium (点击量:0)

How to cut down energy loss in power electronics? The right kind of doping
Aalto University
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IMAGE: Sample chamber of the positron accelerator. view more?
Credit: Hanna Koikkalainen
The trick is to be able to use beryllium atoms in gallium nitride. Gallium nitride is a compound widely used in semiconductors in consumer electronics from LED lights to game consoles. To be useful in devices that need to process considerably more energy than in your everyday home entertainment, though, gallium nitride needs to be manipulated in new ways on the atomic level.
"There is growing demand for semiconducting gallium nitride in the power electronics industry. To make electronic devices that can process the amounts of power required in, say, electric cars, we need structures based on large-area semi-insulating semiconductors with properties that allow minimising power loss and can dissipate heat efficiently. To achieve this, adding beryllium into gallium nitride - or 'doping' it - shows great promise," explains Professor Filip Tuomisto from Aalto University.
Experiments with beryllium doping were conducted in the late 1990s in the hope that beryllium would prove more efficient as a doping agent than the prevailing magnesium used in LED lights. The work proved unsuccessful, however, and research on beryllium was largely discarded.
Working with scientists in Texas and Warsaw, researchers at Aalto University have now managed to show - thanks to advances in computer modelling and experimental techniques - that beryllium can actually perform useful functions in gallium nitride. The article published in Physical Review Letters shows that depending on whether the material is heated or cooled, beryllium atoms will switch positions, changing their nature of either donating or accepting electrons. "Our results provide valuable knowledge for experimental scientists about the fundamentals of how beryllium changes its behaviour during the manufacturing process. During it - while being subjected to high temperatures - the doped compound functions very differently than the end result," describes Tuomisto.
If the beryllium-doped gallium nitride structures and their electronic properties can be fully controlled, power electronics could move to a whole new realm of energy efficiency.
"The magnitude of the change in energy efficiency could as be similar as when we moved to LED lights from traditional incandescent light bulbs. It could be possible to cut down the global power consumption by up to ten per cent by cutting the energy losses in power distribution systems," says Tuomisto.

6   2017-11-20 16:00:39.927 iPhone X Costs Apple $370 in Materials, IHS Markit Teardown Reveals - IHS Technology (点击量:1)

Teardown engineers at IHS Markit (Nasdaq: INFO) have completed their preliminary physical dissection of the new Apple iPhone X and found that the model A1865 version of the smartphone with 64 gigabytes (GB) of NAND memory carries a bill of materials (BOM) of $370.25.

With a starting price of $999, the iPhone X is $50 more than the previous most expensive iPhone, the 8 Plus 256 GB. As another point of comparison, Samsung’s Galaxy S8 with 64 GB of NAND memory has a BOM of $302 and retails at around $720.

“The iPhone X is the most expensive iPhone ever made, and it has the highest retail price tag of comparable flagship phones, catapulting the smartphone industry to an entirely new price point,” said Andrew Rassweiler, senior director of cost benchmarking services at IHS Markit.

“While the iPhone X represents Apple’s biggest step forward in design since the iPhone’s debut in 2007, its underlying architecture is analogous to the iPhone 8 Plus,” Rassweiler said. “Both models share platform-common components, but the X’s superior screen and TrueDepth sensing set the phone apart and contribute to its higher cost.”

Apple’s retail strategy

The iPhone X represents the next decade of iPhone design as much as it celebrates the 10th anniversary of the release of the original iPhone by Apple founder Steve Jobs. The pricing strategy for the iPhone X is also unique, providing plenty of daylight between its starting price and that of the most expensive iPhone 8 Plus model SKU (stock keeping unit).

“Typically, Apple utilizes a staggered pricing strategy between various models to give consumers a tradeoff between larger and smaller displays and standard and high-density storage,” said Wayne Lam, principal analyst for mobile devices and networks at IHS Markit. “With the iPhone X, however, Apple appears to have set an aspirational starting price that suggests its flagship is intended for an even more premium class of smartphones.”

Based on the BOM cost and retail pricing, IHS Markit believes that Apple is maintaining its typical hardware margins for the iPhone X. That gross margin may increase over time as manufacturing yields improve.

TrueDepth sensing: lots of components, many suppliers

The standout feature on the iPhone X is Face ID, a facial recognition system that takes the place of Touch ID for unlocking the phone and authenticating payments. It also makes possible new capabilities such as studio-quality lighting in portrait mode and augmented reality experiences in games and apps.

Face ID is enabled by the TrueDepth sensing system, which is housed in the black “notch” at the top of the phone. An infrared (IR) camera projects and analyzes more than 30,000 invisible dots to create a precise depth map of a human face, and it employs machine learning to adapt to physical changes in appearance.

“Apple’s Face ID system is very similar in basic functionality to the old Microsoft Kinect system of sensing, which used a flood illuminator, dot projector and infrared camera,” said Jérémie Bouchaud, senior director for MEMS and sensors at IHS Markit. “It’s a complex assembly that uses components from many suppliers.”

The teardown of the iPhone X revealed that its IR camera is supplied by Sony/Foxconn while the silicon is provided by ST Microelectronics. The flood illuminator is an IR emitter from Texas Instruments that’s assembled on top of an application-specific integrated circuit (ASIC) and single-photon avalanche diode (SPAD) detector from ST Microelectronics. Finisar and Philips manufacture the dot projector. IHS Markit puts the rollup BOM cost for the TrueDepth sensor cluster at $16.70.

“The assembly and testing of the TrueDepth system and its individual components is challenging and likely a factor in the production delays,” Bouchaud said. “For instance, the assemblage and test of the Texas Instruments and ST Microelectronics subsystem for the flood illuminator is far from trivial and requires a high number of test equipment pieces.”

Finally, the iPhone gets an edge-to-edge AMOLED display

For the iPhone X, Apple utilizes a 5.85-inch 19.5:9 aspect ratio active matrix organic light-emitting diode (AMOLED) panel with a Force Touch sensor beneath the polarizer film. The aspect ratio is the longest of any phone on the market today — a design decision Apple likely made to accommodate the notch while providing a viewable area akin to 18.5:9 aspect ratio smartphones.

Sporting a 2436 x 1125 resolution, the “Super Retina” display features the highest pixel density (458 pixels per inch) and contrast ratio (1,000,000 to 1) ever in an iPhone. The panel is supplied by Samsung Display, and according to the IHS Markit AMOLED and Flexible Display Intelligence Service, the panel maker will supply around 67 million flexible AMOLED units to Apple in 2017 built to the company’s unique specifications.

Popular in bezel-less, premium smartphone designs, full screens like the one used in the X are thin and light and have high screen-to-body ratios. “Both the Galaxy S8/S8+ and iPhone X are nearly bezel-less and have a greater than 80 percent screen-to-body ratio. Full-screen smartphone displays are rapidly becoming mainstream,” said David Hsieh, senior director for displays at IHS Markit.

“Apple’s use of AMOLED in its flagship smartphone is expected to evolve in the coming years — first by the removal of the notch in the display, and then to a smartphone/tablet combo form factor,” Hsieh said.

IHS Markit estimates the cost of the display module, which includes the cover glass, AMOLED panel and Force Touch sensor, at $110.

iPhone X: charting Apple’s path for the next decade

At Apple’s fourth quarter earnings call on November 2, 2017, Apple CEO Tim Cook revealed that the company recorded its biggest year ever. With its innovative, new technologies, the iPhone X embodies Apple’s vision of the future.

“There’s a lot of content and advanced technology wrapped up in the iPhone X, and Apple has priced its flagship according to the value it’s delivering,” Lam said. “Apple is executing well on its strategy with a truly unique iPhone.”

For more insights from IHS Markit on all things Apple, visit www.IHS.com/appleinsights.

Apple iPhone X smartphone teardown in pictures

Apple iPhone X.

Apple iPhone X - Exploded view (with exploded PCB stack).

Apple iPhone X - Interface / RF PCB (top).

Apple iPhone X - Main PCB (top).

Apple iPhone X - Main PCB (bottom).

###

About IHS Markit Teardowns and Cost Benchmarking

The Teardowns and Cost Benchmarking Intelligence Service from IHS Markit provides complete, detailed analysis of electronics — from small devices such as wireless handsets and tablets to larger equipment such as servers and automotive infotainment systems — delivering a comprehensive assessment and cost breakdown of all electronic, electro-mechanical and mechanical components. IHS Markit analysts have performed more than 3,000 teardowns, identifying and pricing millions of components and taking over 120,000 teardown photos.

About IHS Markit (www.ihsmarkit.com)

IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and expertise for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 key business and government customers, including 85 percent of the Fortune Global 500 and the world's leading financial institutions. Headquartered in London, IHS Markit is committed to sustainable, profitable growth.

IHS Markit is a registered trademark of IHS Markit Ltd. All other company and product names may be trademarks of their respective owners © 2017 IHS Markit Ltd. All rights reserved.

7   2017-11-12 14:05:49.85 2021年汽车电子系统增长最强劲 (点击量:2)

“IC市场驱动因素2018”报告将主要终端应用及其对IC市场增长的影响列为主要因素。

根据2018年版的数据,2016年到2021年,汽车电子系统的销售额预计将比2016年的复合年增长率(CAGR)上升5.4%,是六大主要终端用户系统类别中最高的增长率。

预计到2021年,消费电子系统市场的复合年增长率将达到2.8%。逻辑分部预计将在整个预测中成为最大的消费IC市场。预计消费类IC市场2016-2021年的复合年增长率将达到2.4%。

个人计算机设备(台式机,笔记本电脑,平板电脑)的平均需求或边际需求预计将导致计算机系统市场在2021年的复合年增长率最低。由于计算机DRAM和NAND闪存的平均销售价格高得多,预计2017年电脑IC市场总量将增长25%。

8   2017-10-11 09:43:10.303 最佳电子和ETEK欧洲合作为电子组装行业提供行业4.0解决方案 (点击量:0)

电子装配行业智能工厂软件解决方案全球供应商Optimal Electronics Corporation今天宣布,已经与ETEK Europe签署了分销协议。根据协议,ETEK Europe是该公司在欧洲市场的独家分销商。

ETEK欧洲成立于2007年,已发展成为欧洲航空航天,国防,医疗和电子制造行业的领先供应商。在其新的14000平方英尺的技术中心中,工人训练有素、工程师经验丰富,该团队能够提供世界一流的服务,积极把握时机,把顾客放在第一位。

Optimal Electronics创始人兼首席执行官Ranko Vujosevic和Mike NelsonRanko Vujosevic评论道:“我们与ETEK Europe合作的目标是为客户提供智能的Industry 4.0硬件和软件解决方案。我们正在寻找一个经验丰富和勤奋的合作伙伴,提供极大的支持, ETEK欧洲具备这些,并且我们对这个合作机会非常的期待。”

9   2017-11-20 01:04:29.267 AKHAN发表了涉及金刚石半导体材料制造的日本专利 (点击量:0)

专门从事实验室生产的电子级金刚石的制造和应用的位于美国伊利诺斯州Gurnee市的AKHAN半导体公司表示,日本专利局已经发布了其专利JP6195831(B2),其涵盖了制造金刚石半导体材料,核心应用,包括汽车,航空航天,消费电子,军事,国防和电信系统。

创始人兼首席执行Adam Khan表示:“此次发行保护了我们在金刚石研究领域的领导地位的权益。”他表示,在继今年发布的台湾金刚石半导体专利以及美国主要的金刚石透明电子专利之后,日本专利发行是AKHAN在金刚石半导体领域的领导地位的又一证明。

基于金刚石的技术能够提高功率密度,并为消费者创造更快,更轻,更简单的设备。该公司认为,其比硅芯片更便宜,更薄,其电子产品可能成为高能效电子产品的行业标准。

10   2017-10-17 09:58:40.287 纽约电子分销高自谐振射频和微波电容器 (点击量:0)

纽约电子公司发布了新的Exxelia Temex NHB系列射频和微波电容器。 NHB系列是基于NPO介电材料的全系列MLCC。该材料提供非常高的自谐振频率并限制寄生并联谐振频率。

NHB在高达175°C和500VDC的高温下为射频功率应用提供出色的性能。通过组合高导电金属电极和专有的新型NPO低损耗坚固电介质获得最低的ESR。

NHB系列特别适用于高功率和高频应用,如蜂窝基站设备,宽带无线业务,点到点/多点无线电和广播设备。

该系列提供1111尺寸,电容范围从0.3pF到100pF。所有电容器都作为散装芯片或带或卷轴封装。所有组件均符合RoHS标准,并具有磁性和非磁性端接。它们也为MIL-PRF-55681 / CDR电容器提供了良好的替代方案。