市场趋势Market Trend

1. ★★Intel Reports Q1 FY 2019 Results: Revenue Flat, PCs Up, Servers Down 20190425

This afternoon, Intel announced their earnings for Q1 of their 2019 fiscal year. Revenue for the first quarter came in at $16.1 billion, which is flat compared to Q1 2018, but margins were down 4% to 56.6%. Due to this, operating income was down 7% to $4.2 billion, and net income was down 11% to $4.0 billion. Earnings-per-share for the quarter were $0.87, down 6% from $0.93 a year ago.

2. 应对存储器市场变化，SK海力士宣布停产部分产品 20190426

4月25日，SK海力士公布截至3月31日的2019年第一季度财报。财报显示，今年第一季度，SK海力士营收为6.77万亿韩元，营业利润1.37万亿韩元，净利1.10万亿韩元。
为应对存储器市场的变化，SK海力士在财报中表示要强化技术开发，并作出相应布局。
DRAM领域，SK海力士表示将逐渐扩大第一代10纳米（1X）产量，并从下半年起，将主力产品更换为第二代10纳米（1Y）产品。与此同时，为支援新款服务器芯片的高用量DRAM需求，将开始供给64GB模块产品。

3. Boom to Bust: Memory Makers Plan to Cut NAND Flash Production 20190426

A true cyclical market, the NAND flash business goes through periods of booms and periods of busts. Following a very profitable boom year in 2018, it looks like the market is in a down swing, as an oversupply is starting to impact the bottom lines of memory makers. To stem any potential for significant losses or an outright market crash, three major manufacturers of NAND memory — Intel, Micron, and SK Hynix — have announced that they will be taking measures to address the oversupply, such as reducing flash production, cutting down wafer starts, and/or slowing down ramp ups of new fabs. Furthermore it is highly likely thr another major manufacturer, Samsung, will follow suit.

4. Intel Admits CPU Shortages Will Persist Until the Third Quarter of 2019 20190426

Intel said in a conference call that despite its $1.5 billion investment last year to boost production capacity for its 14nm process node, the CPU shortages would not be solved until the third quarter of the year.

The company also said it would not begin volume production of 10nm chips until the holiday season of this year. Even so, a recent leaked Intel roadmap showed that most of Intel’s future CPU SKUs would be built on the 14nm process until at least the end of 2020.

5. ★英特尔Q1季度营收持平利润下滑11%：10nm爬坡、闪存跌价影响 20190426

2019年全球半导体市场上将从持续两年多的牛市转向熊市，这一变化将影响多个重量级半导体厂商，英特尔也不例外。英特尔公司今天发布了2019年Q1季度财报，当季营收161亿美元，同比持平，净利润40亿美元，同比减少11%。在英特尔的子业务中，CCG客户端计算部门营收涨了4%，也就是是说PC市场营收增长了，而原本最依赖的数据中心业务反而下滑了6%。英特尔表态Q1季度下滑主要是受到了10nm产能爬坡、NAND闪存跌价所致。

6. ★2018年全球半导体收入总额为4746亿美元 20190429

根据Gartner的最新数据，2018年全球半导体收入总额为4746亿美元，比2017年增长12.5%。2018年半导体收入增长率下降（2017年为21.9%）是由于内存增长放缓至24.9%（2017年增长率为61.8%）。

Gartner研究副总裁Andrew Norwood表示：“尽管增长放缓，但内存市场仍然是最大的半导体市场，占收入的34.3%。这是由于2018年大部分时间内存平均售价上涨所致。但是，由于供过于求，平均售价在第四季度开始下降，并将持续到2019年。”

7. 电竞NB崛起引爆2020年换机潮 20190430

芯片大厂超微（AMD）及英特尔（Intel）预计今（2019）、明年推出新品，可望推升电竞产业新一波成长动能，台湾资策会产业情报研究所（MIC）预估，电竞NB今年将有一成以上成长空间，更大一波新的换机潮时间点将发生于2020年。

据MIC的报告指出，2019年全球电竞规格个人计算机市场规模将达到1,703万台，其中电竞笔记型计算机的出货量为947万台，年成长率7.8%；电竞桌上型计算机出货量为756万台，年成长率10.8%。

8. ★★存储器跌价冲击，三星 2019 年首季获利年衰退 56.9% 20190430

韩国科技业巨擘三星电子 30 日发布该公司截至 2019 年 3 月 31 日为止的 2019 年首季财报。财报显示，第 1 季合并营收为 52.39 兆韩元，净利则为 5.11 兆韩元，较 2018 年同期下滑 56.9%，低于市场预期的 5.72 兆韩元。

根据财报显示，受到存储器价格下滑及显示屏面板需求放缓的影响，在截至 3 月 31 日为止的 2019 年第 1 季，三星的营收为 52.39 兆韩元，较 2018 年同期下滑 13.5%，而营业利益为 6.23 兆韩元，虽较 2018 年同期下滑 60%，但却符合公司之前预期的 6.2 兆韩元金额。净利则是来到 5.11 兆韩元，较 2018 年同期下滑 56.9%，也低于市场预期的 5.72 兆韩元。

9. ★AMD Announces Q1 2019 Results: Ryzen Rises, Revenue Recedes 20190501

AMD announced its Q1 2019 results yesterday, and the results, while not great, actually highlight how much the company’s position has improved since it launched Ryzen back in 2017. Sales for the quarter were $1.23B, down 10 percent from Q4 2018 (roughly in-line with seasonality) and 23 percent from Q1 2018. AMD reported higher operating expenses of $543M compared to $477M a year ago, both directly related to the 7nm ramp. An increase in inventory ahead of the Ryzen launch occurred for the same reason.

10. ★★★Q1 2019 Semiconductor Sales Fell By 4th-Largest Decline in 35 Years 20190503

The semiconductor market may be facing a grim 2019 after the first quarter chewed the hell out of overall sales. Some seasonal decline is always expected in certain markets — anything related to desired consumer goods always takes a hit after Christmas — but the drop in revenue in Q1 2019 is one of the largest in history.

According to the World Semiconductor Trade Statistics (WSTS) organization, sales fell 15.5 percent in Q1 2019, from $114.7B to $96.8B. That’s the fourth-largest decline in the past 35 years. Year-over-year, sales still fell 13 percent, down from Q1 2018’s $111.1B. Examined on a monthly basis, sales fell 1.8 percent in March 2019 compared with February, and 13 percent compared with March 2018. This is the largest sequential decline for the market since 2001, when the dot-com recession was in full swing.

技术热点New Technology

1. Intel’s Interconnected Future: Combining Chiplets, EMIB, and Foveros 20190417

While Intel works on getting its main manufacturing process technology on track, it is spending just as much time and effort in researching and developing the rest of the chip ecosystem and how it is all connected. On a call with Intel’s process and product team, the company confirmed a few details about how Intel is pushing the boundaries of new technologies with its upcoming high profile graphics products.

2. ★ 金泰克X3 RGB将出3600MHz霸气高频要不要约？ 20190419

大家应该对去年年底金泰克推出的X3 RGB 3200MHz内存还记忆犹新，现在告诉大家一个好消息，X3 RGB将要推出更高频率的3600MHz内存，还是备受市场肯定的外形，换上更猛的配方！

3. 威刚发布Spectrix D60G内存，60%的RGB覆盖，32GB 3600MHz 20190419

说到内存条你会想到哪些参数？频率？容量？时序？威刚似乎觉得以上这些太没意思了，在刚刚推出的XPG SPECTRIX D60G内存上，着重宣传了RGB覆盖面积。根据官网页面介绍，XPG SPECTRIX D60G表面的RGB覆盖面积达到了9497平方毫米，占内存条表面积的60%以上，是目前内存之最，真的是买RGB送内存。

4. The Intel Optane Memory H10 Review: QLC and Optane In One SSD 20190422

SSD caching has been around for a long time, as a way to reap many of the performance benefits of fast storage without completely abandoning the high capacity and lower prices of slower storage options. In recent years, the fast, small, expensive niche has been ruled by Intel’s Optane products using their 3D XPoint non-volatile memory. Intel’s third generation of Optane Memory SSD caching products has arrived, bringing the promise of Optane performance to a new product segment. The first Optane Memory products were tiny NVMe SSDs intended to accelerate access to larger slower SATA drives, especially mechanical hard drives. Intel is now supporting using Optane Memory SSDs to cache other NVMe SSDs, with an eye toward the combination of Optane and QLC NAND flash. They’ve put both types of SSD onto a single M.2 module to create the new Optane Memory H10.

5. ★HyperX Predator Ups the Ante With Up to DDR4-4600 RAM Kits 20190422

HyperX, the gaming division of Kingston Technology Inc., today released two new high-speed DDR4 kits from their Predator line with 2x 8GB DDR4-4266MHz and 4600MHz sets. According to HyperX, the new kits are designed to “offer predator DDR4 for the next generation of PC enthusiasts who want the best performance for their systems.”

As far as timings and voltage go on the new speedy sticks, both sets will use a CL19 latency with the 4266MHz sticks (HX442X19PB3K2/16) using 1.4V and the flagship 4600MHz kit (HX446C19PB3K2/16) to use 1.5V. The amount of voltage used is beyond what many are used to but still within tolerances for the platform/processors.。

6. ★Intel Unleashes 9th Generation 8-Core Mobile CPUs 20190423

Intel’s 9th Generation mobile CPU parts are an obvious attempt to put the company back on a more aggressive footing. Intel’s Core i9-9980HK has a single-core turbo frequency of up to 5GHz and a whopping eight-core/16-thread configuration. Intel claims it can deliver the chip in the same 45W TDP envelope as the Core i9-8950HK. For comparison, that CPU had a base clock of 2.9GHz and a boost frequency of 4.8GHz. The Core i9-9980HK has a base frequency of 2.4GHz and the aforementioned 5GHz boost. The chip will also feature Intel’s Thermal Velocity Boost, which allows a CPU to run as much as 200MHz faster in short bursts if the Tcase temperature is below 50C.

7. ★★SK Hynix to Start Using 2nd Gen 10nm-class DRAM Process Technology in 2H 2019 20190425

As part of their Q1’19 earnings announcement, SK Hynix has disclosed that the company will both increase its output of DRAM made using its 1st generation 10 nm-class manufacturing process (aka 1X nm), and will start to sell DRAMs made using its 2nd generation 10 nm-class fabrication technology (aka 1Y nm) in the second half of this year. The accelerated transition to 10 nm-class technologies will enable the company to increase DRAM bits output, cut its costs eventually, and prepare for next-gen types of memory.

8. 英特尔H10存储器威胁服务器市场，三星与 SK 海力士也将推新品 20190429

日前，处理器大厂英特尔推出结合 DRAM 及 NAND Flash 优点于其中的 Intel Optane 存储器 H10，期望凭借着英特尔本身在服务器处理器上的市占率优势，将 H10 推广到服务器当中，进一步挑战目前服务器存储器中三星与 SK 海力士的地位。

而对于来势汹汹的英特尔，三星与 SK 海力士随即表示，将推出相类似的产品以抗衡英特尔。因此，服务器存储器大展进入一触即发的状态。

9. ★★★Intel Roadmap Leak: 10nm Ice Lake in Q2, but 14nm Hangs on Through 2021 20190426

Ever since Intel announced that its 10nm process node would be delayed once more, there have been questions about exactly when the process would be introduced. Chipzilla has committed publicly to having 10nm hardware on shelves by the holiday season of 2019. A new roadmap leak would put the introduction date earlier, with limited quantities of 10nm chips available by Q2 of this year, but it also suggests that 14nm will be a large part of Intel’s product roadmap through 2020 and into 2021.

10. ★★★New Intel Desktop Roadmap Leak Still Shows No 10nm CPUs Through 2020 20190430

Last week, we covered the leak of an Intel roadmap for both its mobile and commercial client parts. The headline event was the general lack of 10nm silicon for desktop, which didn’t appear to pop up in non-mobile systems through the end of 2021.

The same group at Tweakers.net that leaked the previous releases have leaked this one as well. Now, ordinarily we don’t hit the same rumor or set of rumors with two separate stories, but in this case, they’ve leaked the roadmap we were most interested in — the desktop client roadmap. As always, the same caveats and grains of salt apply. These are rumors. They may be dated, they may be wrong. THG notes that while the roadmap refers to a “Cascade Lake Refresh” in the server section, Intel’s publicly known roadmap has Cooper Lake arriving this year, with Ice Lake in 2020. Cooper Lake could be “Cascade Lake refresh,” but Ice Lake isn’t even on this roadmap. That means it could be dated or a fake to begin with.

行业动态Industry News

1. 全球半导体技术发明专利排行百强，22家中企入围 20190416

随着半导体行业的快速发展，技术不断突破，应用场景不断拓展。同时伴随着人工智能、虚拟现实和物联网等新兴技术的出现，半导体的市场需求不断扩大。根据世界半导体贸易统计(WSTS)公布数据，2018年，全球半导体市场规模为4687.78亿美元，同比增长13.72%。中国作为目前全球最大的半导体与集成电路消费市场，预计2019年国内半导体市场规模将达到21225亿元，突破两万亿大关，增长率为12.1%。在此，我们对2018年公开的全球半导体技术发明专利申请数量进行了统计分析，以供参考。

对2018年公开的全球半导体技术发明专利申请数量进行统计排名，入榜前100名企业主要来自8个国家和地区：日本41家、中国22家、美国18家、韩国9家，德国、荷兰、瑞士和法国分别有4家、3家、2家和1家企业。前三名企业在该领域的专利布局主要围绕半导体芯片、半导体封装、基板、发光元件、晶体管、显示装置、有机材料等技术分布，其中Samsung以5803件专利位居第一，LG以4057件专利、京东方以2792件专利，分别位列第二和第三。

2. ★SK Hynix无锡二厂竣工：月产18万片DRAM晶圆，全球第一 20190419

DRAM内存市场从2018年Q4季度进入熊市，DRAM颗粒均价不断下跌，跌幅从去年底的10%不断扩大，Q1季度跌幅高达20-30%，这个趋势还会持续下去，最少要跌倒今年Q3季度。DRAM内存芯片的跌价让三星、美光、SK Hynix公司的营收及盈利大幅下滑，为此他们今年都会削减投资、减少产能输出。即便如此，厂商阻止内存降价的努力不一定能凑效，因为4月18日SK Hynix斥资86亿美元建造的无锡二厂正式竣工，该工厂的DRAM月产能高达18万片，达产之后将成为全球单体投资规模最大、技术最先进、产能最高的10nm级DRAM晶圆厂，SK Hynix在国内市场的份额将从35%提升到45%。

3. 长江存储基地一期实现量产，Q1月产能达5000片 20190430

目前，长江存储器基地一期已实现量产，一季度产能达到5000片/月，办公人数已达3000人。倒班宿舍区也在推进各项验收工作，尽快投入使用。国家先进存储产业创新中心已完成法人主体注册。