Internet of Things Headlines
1. 35 supply chain manufacturers have followed TSMC's investment in Japan
According to the Taiwan Economic Daily News on September 7th, the construction of TSMC's plant in Kumamoto, Japan is nearing completion. At the Investment Forum for Enterprises Going to Japan hosted by Citibank, Katsuo Kudo, the chief examiner of the Kumamoto Economic Bureau, stated that three industrial sites have been developed and prepared in Kumamoto City, with facilities expected to be constructed as early as 2025. The total area of these industrial sites is approximately 480,000 square meters. As for whether TSMC will establish its second factory in Kumamoto, it is still under evaluation, and Kumamoto is awaiting TSMC's decision before determining if the factory will be located there.
Regarding the investment effects brought about by TSMC's presence in Kikuyo-cho, Kumamoto Prefecture, Katsuo Kudo estimates that it can generate a total investment value of 4.3 trillion yen over the next 10 years, and it has already stimulated the advancement of many supply chains. Yang Mingxiang, the General Manager of Citibank, mentioned that due to factors such as supply chain restructuring and geopolitical tensions, countries like Japan actively seek to attract TSMC and UMC to establish factories. It is currently known that at least 35 supply chain manufacturers are either planning or have followed TSMC's investment in Japan.
Industry Trends
2. Zhongke Ke Kong's 'Intelligent Computing Next Generation Artificial Intelligence Open Innovation Service Platform' approved for establishment
On September 7th, Zhongguancun Online reported that Zhongke Ke Kong's application for the establishment of the "Intelligent Computing Next Generation Artificial Intelligence Open Innovation Service Platform" was approved in the first batch of 25 "National New Generation Artificial Intelligence Public Computing Power Open Innovation Platforms (including those under construction)" announced by the Ministry of Science and Technology. The construction of national public computing power open innovation platforms for new generation artificial intelligence is an important part of the "National Development Plan for New Generation Artificial Intelligence" (State Council [2017] No. 35). These platforms provide inclusive computing power for technological innovation and industrial intelligent transformation, serving as important carriers for theoretical innovation, industrial promotion, talent aggregation, and ecosystem construction to better serve the innovation of artificial intelligence and the economic and social development of our country.
The Intelligent Computing Next Generation Artificial Intelligence Open Innovation Service Platform, led by Zhongke Ke Kong, is planned and constructed based on a "one center, multiple platforms" architecture. The "one center" refers to the intelligent computing center, which integrates a series of hardware and software infrastructure to realize the production, aggregation, scheduling, and release of computing power. The "multiple platforms" mainly promote the innovative development of artificial intelligence applications and industries through data and ecosystem platform operations. This includes the data sharing platform (for basic technology research and computing power interconnection) and the industry development platform (for application incubation and industry promotion), among others.
3. Tesla warning: Global factory shutdowns will lead to a decline in production and delivery volumes in the third quarter
NetEase Technology, September 7th - Despite the recent release of the refreshed version of Model 3 that could boost Tesla's profits, the company's performance in the third quarter may fall below expectations. Emmanuel Rosner, an analyst at Deutsche Bank, revealed in a report that Tesla issued a warning during an investor conference held in Munich, Germany. Tesla experienced some planned global factory shutdowns and upgrades in the third quarter, which could limit production and delivery volumes. Rosner commented that the market's average expectation for Tesla's third-quarter delivery volume is expected to be flat compared to the second quarter, but there is a downside risk.
Rosner believes that considering Tesla's continued discounting of inventory cars and the limited effectiveness of cost-saving measures, the company's profit in the third quarter is at risk. Tesla stated that demand for the new Model 3 might stabilize after the third quarter. On the day the report was released, Tesla's stock price fell by nearly 4.5% during early trading. The stock closed at $251.92 per share, down 1.78%. Tesla CEO Elon Musk had previously mentioned during the second-quarter earnings call that if the economic environment continues to deteriorate, Tesla may continue to lower car prices to ensure sales volume.
4. OpenAI announced the holding of its inaugural Developer Conference
On September 7th, Daily Economic News reported that OpenAI, an American artificial intelligence company, announced on its official website that it will hold its inaugural developer conference, "OpenAI DevDay," in San Francisco on November 6th, 2023. The event will invite hundreds of developers from around the world to preview new tools and exchange ideas with the OpenAI team. OpenAI stated that since the launch of its API, they have been continuously updating it to include their state-of-the-art models, making it easier for developers to integrate cutting-edge AI into their projects through simple API calls. Currently, over 2 million developers are using GPT-4, GPT-3.5, DALL·E, and Whisper for a wide range of use cases, from integrating intelligent assistants into existing applications to building entirely new applications and services that were previously impossible.
In November of last year, OpenAI unveiled the chatbot ChatGPT, which attracted numerous users with its powerful natural language understanding and generation capabilities, sparking a new wave of research and commercialization in the field of artificial intelligence. According to a previous report by The Paper, OpenAI is expected to generate over $1 billion in revenue in the next 12 months, indicating significant progress in the commercialization of the company.
5. According to reports, Xiaomi's self-developed operating system will first be applied to AIoT (Artificial Intelligence of Things) and large terminals
On September 7th, a Weibo blogger named "@数码闲聊站" mentioned some new information about Xiaomi's self-developed operating system. The disclosure stated that the self-developed system is "almost ready," and it is planned to be initially used for AIoT (Artificial Intelligence of Things) and "large terminals," but not for smartphones this year. Previously, on August 31st, the blogger also mentioned that Xiaomi's self-developed system, self-developed vehicles, and self-developed chips will all be unveiled within the next two years, and both smartphones and cars will adopt them.
6. According to reports, Apple is intensifying its efforts in conversational AI
According to insider information on September 7th, Apple has been increasing its budget for building the computational infrastructure required for artificial intelligence. One of the company's goals is to develop features that allow iPhone users to automate tasks involving multiple steps using simple voice commands. Reports indicate that Apple has established a team called "Foundational Models," consisting of only 16 members. However, Apple invests millions of dollars in AI research every day, suggesting their focus on building infrastructure for generative AI.
Apple has developed an "Ajax" framework for its AI projects and has created its own internal chatbot, referred to by some engineers as "Apple GPT." This platform is built on Google's Jax machine learning framework and operates on Google Cloud. It was reported that Apple considered signing a contract with OpenAI and even tried their technology on a trial basis but eventually abandoned the plan. Currently, Microsoft and Google have both launched conversational AI, but there is no indication that Apple will release consumer-facing AI products in the near future.
7. China Mobile has responded to the news of "iPhone sales suspension."
On September 7th, China News Network reported that there have been viral rumors on multiple social media platforms claiming that China Mobile has stopped selling iPhones. These rumors also suggested that China Mobile would no longer offer contract sales for the upcoming iPhone 15 from Apple. In response to this, China Mobile Group clarified that these rumors are false. They stated that they will continue to cooperate with Apple in selling iPhones, including the potential upcoming release of the iPhone 15.
8. Qualcomm may consider price cuts in Q4
On September 7th, Jiemian News reported that Tianfeng Securities analyst Guo Mingji shared his analysis report on Huawei's in-house Kirin chipset today, stating that Qualcomm will be impacted the most. The report indicates that Huawei will purchase 23-25 million smartphone SoCs from Qualcomm starting from 2022 and begin to exclusively use its own designed new Kirin chipset from 2024 onwards, which will lead to Qualcomm losing orders from Huawei and facing the risk of non-Huawei Chinese brand customers exiting the market due to Huawei's increased smartphone market share.
The report predicts that Qualcomm's shipment volume of SoCs to Chinese smartphone brands will decrease by 50-60 million from 2024 due to Huawei's adoption of the new Kirin chipset, and this reduction is expected to continue year by year. In order to maintain its market share in China, Qualcomm may start a price war as early as Q4 2023. The report also reveals two potential risks for Qualcomm: the expected proportion of the Exynos 2400 in Samsung's smartphones and Apple's plan to use its own data chips starting from 2025. According to the report, Apple will launch an iPhone with a self-developed 5G baseband in 2025, which is expected to be first equipped on the iPhone SE model.
Transport Layer
9. The domestic operator's NR-NTN Low Earth Orbit (LEO) satellite laboratory simulation has been successfully verified, which supports mobile satellite broadband services
On September 6th, Caixin reported that China Mobile, together with ZTE and Inmarsat, has completed the domestic operator's first NR-NTN Low Earth Orbit (LEO) satellite laboratory simulation, which supports mobile satellite broadband services.
The verification test uses the 3GPP R17 NR-NTN international standard and successfully verifies the technical feasibility of mobile phones connecting directly to LEO satellites under two basic networking modes of NR-NTN transparent forwarding and regenerative satellite, achieving end-to-end full-link connectivity and data transmission verification. As an integrated technology for space-air-ground fusion evolution, NR-NTN is regarded as a future-oriented mobile direct broadband satellite technology.
Application Layer
10. China's smart driving solutions are accelerating their presence in the overseas market
On September 7th, Securities Daily reported that the 2023 International Motor Show Germany (IAA) and Intelligent Mobility took place in Munich, Germany. According to data, over 50 Chinese companies participated in the Munich Auto Show, which is twice the number of the previous edition. It is worth mentioning that at this year's event, many intelligent driving-related companies such as Momenta, Hesai Technology, and QZSS mentioned their plans for overseas expansion.
Industry insiders believe that the scale of China's automobile export market is rapidly growing, and its technological advantages and brand influence are constantly improving. The Chinese automotive industry is transitioning from being a major automobile country to becoming an automotive powerhouse, and we will see more and more Chinese brands in the international automotive market. On the opening day, Momenta CEO Zhou Guang announced that the company is preparing for international expansion, with Germany being the first destination. Hesai Technology, a provider of high-definition long-range LiDAR, showcased its AT128 LiDAR at the Munich Auto Show, which has already been integrated into multiple production vehicles and is available for sale in Germany and Norway.
New Product Launch
11. Tencent's MixNet model officially debuts
On September 7th, Netease Technology reported that Tencent's MixNet model officially debuted and announced its availability for external use through Tencent Cloud. The MixNet model is a general-purpose large language model developed by Tencent, with the ability to create Chinese text, perform logical reasoning in complex contexts, and execute tasks reliably.
Currently, Tencent has already integrated over 50 Tencent businesses and products, including Tencent Cloud, Tencent Advertising, Tencent Games, Tencent Financial Technology, Tencent Meeting, Tencent Documents, WeChat Search, and more, with the testing of Tencent's MixNet model, achieving preliminary results. Jiang Jie, Vice President of Tencent, stated, "Our goal in developing large models is not to achieve high scores in evaluations but to apply the technology to real-world scenarios. Tencent will fully embrace large models."
12. Baichuan Intelligence releases Baichuan 2 models
Translation: According to the "Science and Innovation Board Daily" on September 6th, Baichuan Intelligence announced the official open source of the fine-tuned Baichuan 2-7B, Baichuan 2-13B, Baichuan 2-13B-Chat, and their 4-bit quantized versions, all of which are free for commercial use.
It is understood that the Baichuan 2-7B-Base and Baichuan 2-13B-Base models are based on training with 26 trillion high-quality multilingual data. Compared to the previous generation models, they have improved capabilities in mathematics, code, security, logical reasoning, semantic understanding, etc. In evaluation benchmarks such as MMLU, CMMLU, GSM8K, they outperform competing models of the same size, such as LLaMA2.
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