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Taiwan’s telecommunications industry has made frequent moves this week. Taiwan University announced additional capital expenditures on Tuesday, beating FarEasy. However, FarEasy also announced late Friday that it would buy a stake in Asia Pacific Telecom. Competition for 5G telecommunications has intensified. Hon Hai and Microsoft reached an agreement this week. , Hon Hai may use Microsoft patents. Furthermore, the market also reported that the US government intends to put SMIC on the commercial blacklist. The relationship between the United States and China may deteriorate further. Here’s a review of this week’s top events:
FarEasy and Taiwan Make Big Moves to Seize Second in Telecommunications and Competition Intensifies
According to Taiwan’s Lunar New Year Law, capital spending this year is estimated to be about 14.5 billion yuan, of which 5G capital spending will fall to a level of more than 8 billion yuan. In the next 20 years, the total costs related to 5G, including standard spectrum funds and capital expenditures, will be three. The lowest of the major telcos, the additional capital expenditure of 5G this time around, will undoubtedly declare to the outside world its determination to defend the second telecommunications company.
However, Yuan Chuan suddenly announced on Friday night that he will join Asia Pacific to become the largest shareholder in Asia Pacific, ranking first with Hon Hai. The outside world believes that, in addition to targeting the 5G generation, the two sides can share the common network business opportunities, and also symbolize the Far East Group and the Hon Hai Group. By deepening cooperation, the two companies will add up the number of users, and Taiwan may be further and further away from the second-largest telecommunications company.
Hon Hai and Microsoft reconciled Hon Hai: we will see new cooperation in the future
Hon Hai and Microsoft settled on the three patent royalty litigation this week. President Liu Yangwei also said that reconciliation between the two sides is a new opportunity. In the future, Hon Hai and Microsoft will continue to see cooperation matters.
Liu Yangwei pointed out that although founder Guo Taiming mentioned in the past that Microsoft’s complaint against Hon Hai was not a very reasonable request, after friendly consultations, looking ahead to the future and other ideas, the two sides have reached an agreement and they will be developed together in the future, and they continue to see cooperation. to import.
The Trump administration intends to prevent SMIC from entering the commercial blacklist
Reuters reported on Friday that the Trump administration is considering putting the Chinese chipmaker SMIC on the commercial blacklist. A spokesman for the US Department of Defense responded that the matter is currently being discussed with other agencies. If SMIC decides to be blacklisted. It will oblige US suppliers to obtain a franchise from the US government before sending them to SMIC.
After the US government previously included some 275 Chinese companies such as Huawei, ZTE and Hikvision in the list of US entities, it is currently considering including the Chinese chipmaker SMIC on the commercial blacklist.
OFILM was blacklisted and played a duet to welcome the transfer order
The Chinese manufacturer of touch panels OFILM was named by the United States for violating human rights and was blacklisted. The market believes that if the company is further blocked by the United States, Taiwanese touch panel manufacturers GIS-KY and TPK-KY will benefit from the transfer of orders. It is rumored that in addition to the Taiwanese factory as the biggest winner, China Lens Technology also received some orders. However, Ou Feiguang emphasized that the news is not true. The company has cooperated well with major US customers, and the order status is stable.
Foreign media: Apple requires vendors to produce at least 75 million 5G iPhones
Foreign media reported Tuesday that Apple has required providers to produce at least 75 million 5G mobile phones this year, which is in line with last year’s sales. According to the market’s interpretation, even with the impact of the epidemic and economic recession, Apple has not reduced the demand for iPhones, which will help Apple’s supply chain. TSMC, Largan, Catcher and other operations in the fourth quarter.
HTC CEO Yves Maitre resigns from Wang Xuehong to take command for the second time
HTC announced Thursday that due to the impact of the new corona pneumonia epidemic, global travel is restricted and CEO and general manager Yves Maitre cannot easily take care of family and work. Therefore, he proposed to resign on the first anniversary of his tenure, and the CEO position will be replaced again. President Wang Xuehong served.
The market believes that although HTC will not be absent from the 5G mobile phone market this year, President Wang Xuehong still faces three major challenges at the helm for the second time, including the continued decline in operations, fierce competition for 5G mobile phones and 5G has yet to drive the popularization of virtual reality products.
Huaxin Ke Jiao Youheng took over as the new board of directors on Monday to lead Honghui to accelerate the transformation.
Honghui held an interim resolution of the board of directors on Monday. Jiao Youheng, chairman of passive component manufacturer Huaxinke, will serve as Honghui’s new board of directors, taking effect on Monday. It will promote the acceleration of Honghui transformation, expansion of business models and enhancement of core competitiveness.
Honghui said that automotive components and components have been the focus of active development in recent years. Due to the low base period for vehicles in the past and the initial benefits of field development, the annual performance has been stable with double digit growth. The income ratio has increased from 20 to 30% in the last five years. It increased to 52% and will continue to develop in the automotive field in the future.
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