Some of my thoughts about this report showed as following:
1. Intel still makes 80% of CPUs for personal computers and 94% of them for servers. Its estimated revenue of 2020 maybe about $75 billion USD, and its net income $20.7B.
2. Its major rivalry, AMD, has the estimated revenue of $9.47B, up from $6.73B a year earlier(40.7% growth, YoY) and estimated net income of $1.5B, up from $756M (98% growth,YoY).
It means that every dollar growth in revenue can bring 2.4 dollars growth in net income, which reflects the feature of high-rent-value business. The economic scale decides the gross profit margin.
And this is the reason why Intel enjoys higher marginal rent value than AMD.
3. Besides Intel's dominant area, it had failed in RF and mobile device industry such as its doomed WiMax chipsets and mobile phone SoCs. Now it is facing two major problems: 1) its manufacturing skill has been left behind of TSMC for one or two generations; and 2) its lack of machine-learning products.
In the history, Intel had lost its competition against then Japanese companies in the RAM industry. Intel waived its white flag and turned into the CPU industry in 1980s. However, such successful turning point has never shown again since the launch of its wifi chipset. I do not have enough confidence in its new M&A strategy in the AI field.
4. On the other hand, the TSMC's 2 nm manufacturing advance is not unreachable for Intel. I think the nature physical barriers, like the quantum tunnelling effect, will delay the progress of IC manufacturing after 2nm. Although I've heard and read many issues in its manufacturing team. I still believe Intel's outstanding engineers can get things done after all. It only takes time and money. Nonetheless, this is another big problem. After TSMC having enjoyed monopolistic profits for quite a long time, even Intel could catch up with TSMC after spending about couple years and billions dollars, the remaining rent value will be limited for Intel. I am not sure whether the necessary costs of competition would be covered or not, especially considering that Intel has lost its big client, Apple. Of course, the intense competition would erode TSMC's rent value, too. It's not a good news for TSMC's investors who recently got on the board at such high stock prices.
同時也有2部Youtube影片,追蹤數超過0的網紅CarDebuts,也在其Youtube影片中提到,2018 Ford F-150 Production at Dearborn Truck Plant Ford Motor Company flexes its manufacturing muscles, where a new Ford F-150 rolls off the line eve...
manufacturing engineers 在 竹科大小事 Facebook 的最讚貼文
Dr. WayneWang, Director General, Hsinchu Science Park Bureau, Addressed at "2020 Talk on Taiwan Career Higher Education for Indians" at National Tsing Hua University
竹科管理局王局長於10/26參加國立清華大學舉辦”2020 臺印文化及人才交流工作坊”並勉勵印度學子畢業後能到竹科尋找就業機會
To enhance understanding of Indian students or engineers regarding career market and future dreams to be realized at the Hsinchu Science Park, Dr. Wayne Wang, Director General, Hsinchu Science Park Bureau, accompanied by Mr. Scott Huang, addressed and gave a presentation at "2020 Talk on Taiwan Career Higher Education for Indians" at National Tsing Hua University in the evening on October 26, 2020. Local celebrities together with Presidents and representatives from NTHU, NCHU, Providence University, THU, Delta, ASUS, Foxconn, Gallant Precision Machining, etc. also presented at the talk.
As a global leading science park in IC foundry, Director General Wang appreciated the great chance given by National Tsing Hua University to attract talent from India via this talk. Indian engineers working at the Hsinchu Science Park so far are commonly recognized as humble and competent manpower in different sectors of careers at the Hsinchu Science Park. Indian engineers in IC design houses, software companies, and startup teams are with great reputation and job performance.
Director General Wang also mentioned the interaction between India companies as well as talent and the Hsinchu Science Park was frequent over the past decades. A number of science and technology cooperation programs and MOUs were carried out long time ago between both parties. A closer bilateral tie in term of science park cooperation started in 2018 when the Hsinchu Science Park works with a local company called CDC under the TECO Group to start a science park in Bangalore. Foreseeable prosperous development of high-tech industries for both parties is highly expected. He looks forward to a promising industry development in India in the future turning out to be a global new choice of world’s factory, especially after a number of global manufacturing giants moving their production sites to India. He is certain that more and more high-tech companies will go to India to expand their global business scope. Under this great chance, talent from India play an important role linking up the potential business and technology ties between India and Taiwan. He expects Indians engineers as well as students are acting like seeds for future economic prosperity and interaction between India and Taiwan keep going in diversified fields, reaching a WIN-WIN portfolio.
manufacturing engineers 在 ลงทุนแมน Facebook 的精選貼文
รู้จัก EECi เมืองนวัตกรรมแห่งใหม่ของประเทศไทย / โดย ลงทุนแมน
สหรัฐอเมริกามี ซิลิคอนวัลเลย์ เป็นเมืองเทคโนโลยี
จีนมี เซินเจิ้น ที่เปลี่ยนตัวเองจากอาณาจักรก๊อบปี้ มาเป็นดินแดนนวัตกรรมล้ำสมัย
ทีนี้หลายคนคงถามแล้วเมืองไทย สถานที่นี้อยู่ที่ไหน? ...
Continue ReadingKnow EECi, Thailand's innovative city / by investman
USA has Silicon Valley as a tech city
China has Shenzhen that transforms itself from a photoby approach to a modern innovation land.
Many people may ask now. Where is Thailand?
We must have heard EEC or EC economic development area in the development of 3 provinces in the East, Chonburi, Rayong and Chachoengsao.
Which is one of the Mega projects under Thailand policy 4.0
With a total infrastructure investment of 1.5 trillion baht.
To have both high speed trains, double rail trains, airport and harbor.
To connect travel conveniently and uplift the Thai industry compared to world class.
Which 1 in 3 provinces will exist. One area that is raised to be a city of innovation.
EECi or Eastern Economic Economic Corridor of Innovation is located in Wang Moon Valley, Rayong province.
Area up to 3,454 Rai
How much time does EECi have to be a Silicon Valley of Thailand?
Invest man will tell you about it.
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EECi aims Thailand to move forward to innovative new industries.
To add economic value to long term countries
When it's like this, it's impossible to guess that EECi must be a source of scientists and good engineers.
Let's combine research materials to top up new industries with advanced technologies.
By this innovative city, there are ′′ 6 target industry ′′ that serves differently.
1. Modern agriculture that will change old agriculture completely.
Because you know that Thailand has 6.8 million farming households.
But it's only 8 % income from the total GDP value of 1.68 trillion baht.
From such information, it means indirect meaning that Thai farmers will have less income than other industrial sector. When it's like this, it's a result. The new generation doesn't want to be farmers.
EECi has another mission to innovate modern agriculture research. Modern Farming
To solve this problem by making productivity more but using less people but more quality.
With infrastructure such as Plant Factory (Plant Factory)
It's a technology to help new generation farmers to produce effectiveness.
Because it's a planting system. Shut up or semi-shut system can control the environment
Such as lighting, temperatures and food elements are suitable for plant growth.
Phenomics Greenhouse Technology Farmhouse (Phenomenics Greenhouse) will have equipment to measure the physical characteristics of plants.
Growing in various conditions of how high and growth is.
Then, gather as a database to help select strong plant species.
2. biofuels and biological chemicals
When the produce is much, it has to be sold more expensively.
This area will also serve advanced technology to privatize agricultural produce to increase in value.
One of them is Biorefinery. Biorefinery. A prototype to privatize agricultural produce.
Go to high value products
Which is Dr. Jane Kritthaya, Director EECi from National Science and Technology Development Office of the National Science and Technology Development Office (NCO) ) As the EECi regulatory agency says, ′′ EECi will help make more value for raw materials in the country to go to the world market. From the same time that Thailand sells ′′ tons of rice ′′ can be sold from rice to ′′ gram ′′ at the same time. More value added than ′′
By this prototype biological refinery starts from design, experimenting, agricultural produce.
Comes to the fermentation process, then separates the produce into 2 parts.
It's Non-GMP to produce fuel and biological materials.
And GMP will produce food, cosmetics and supplements.
3. high performance battery and modern transportation
Many people may not know that our country is the world's number 11 big car manufacturer.
But today. Car technology runs further than we think.
The trend of the world will surely occur, is that the combustion engine will gradually go extinct.
And will be replaced by BEV Car
And if we don't want to lose a huge income that will happen in the future.
It has to be Thailand as part of the manufacturing base of electric cars and future cars.
By one of the key structures is ′′ high performance battery production
For that reason, EECi will be a space to mobilize engineers and specialists in public and private sector. Think of how to make Thailand a top largest battery production base of Asia to develop unmanned automotive technology.
4. Automation, Robotics and Smart Electronics
We may have heard often that technology will replace human labor.
To keep industrial costs cheaper and more quality products.
EECi is not overlooked by the creation of robotics and intelligent industrial mechanical machines so that they can support and test the prototype development process, manufacturing products for entrepreneurs.
Make the innovation center sustainable or sustainable Manufacturing Center (SMC) develops people with knowledge.
So far, production line samples so that both small and medium produce sector have experimented with semi-automatic and automatic production processes. Make it suitable for your business or not. To bring information before making a real investment in your business.
5. Aviation and Space
Many people may question whether our country can actually do this?
But the government sector is considered in Thailand
World top manufacturing base and automotive parts
We should also be able to develop future aircraft and aircraft parts too.
When it's like this, EECi will be a gathering of good engineers to develop the aviation industry.
Unmanned aircraft to satellite
6. Medical Devices
From the facts of Thailand, we produce rubber gloves and condoms to the top of the world.
But.. another angle is a weakness.
Each year we import high tech medical devices, 7-8 billion baht per year.
Which if Thailand is a Medical Hub in the eyes of the world.
It's necessary to decrease imports and turn to manufacturers of advanced medical devices, technology.
Which would make EECi have a team to innovate to produce various medical instruments in the area.
Also, in the EECI area, there will be a 3 GeV Energy Level sin Light Generator
Which produces a million times brighter than the daylight.
With this brightness is like a special microscope.
Where we can see all kinds of material molecules on Earth thoroughly.
Interesting is this beam is an important science infrastructure.
Continuing research and development in various industries.
When looking at EECi, the side round must say this could be another turning point of the country.
We're doing all the way to build a higher business and new industries.
To add value to the Thai economic system.
Because if we don't hurry up to do it today.. in the future, we may be a country left behind.
It's hard to run a world that is changing so fast.
In the past, Thai research results invented at laboratory level, there are still limited to developing manufacturing processes to forward to useful users. We have weaknesses that are not invested in infrastructure and mechanism to expand research. And another side can't take much advantage of foreign advanced technology. Because of lack of infrastructure and mechanism to support technology adaptation to Thai context.
In the future, EECi would be an important infrastructure and mechanism of the country to shut down the weaknesses in this matter..
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References
- www.eeci.or.th/th/home
- Fact Sheet EECi DocumentTranslated
manufacturing engineers 在 CarDebuts Youtube 的精選貼文
2018 Ford F-150 Production at Dearborn Truck Plant
Ford Motor Company flexes its manufacturing muscles, where a new Ford F-150 rolls off the line every 53 seconds at the Rouge Complex in Dearborn, Michigan. Designers, engineers, plant workers and advanced robotics work seamlessly together to produce this iconic truck.
manufacturing engineers 在 CarDebuts Youtube 的最佳貼文
CORDOBA, Argentina – Nissan has delivered on its promise to Argentina by announcing the start of production of its Nissan Frontier pickup in Cordoba, Argentina.
Representatives of the Argentine government and Nissan executives attended a ceremony this morning to officially kick off production and present the first Nissan Frontier assembled in the country.
The ceremony was honored with the presence of the president of Argentina, Mauricio Macri, and other senior government officials including Juan Schiaretti, governor of Cordoba Province. Nissan was represented by the president and CEO of Nissan Motor Co., Ltd., Hiroto Saikawa; Jose Luis Valls, chairman of Nissan Latin America; and Diego Vignati, managing director of Nissan Argentina. Luis Fernando Pelaez Gamboa, president of Renault Argentina, also attended.
During the ceremony, Saikawa highlighted the importance of Latin America in accomplishing the company's midterm plan, Nissan M.O.V.E. to 2022, which aims to achieve sustainable growth worldwide.
"Three years ago, Nissan decided to bet strongly on Argentina," said Valls. "We announced the arrival of Nissan to the country as a subsidiary and OEM, confirming a big investment that supports our plan to become one of the top automotive brands in the region. Today, we are honoring that commitment and celebrating the start of production of the Nissan Frontier. Today, we are delivering on our promise to Argentina."
The manufacturing project in Cordoba is the result of a $600 million investment to build a new, modern pickup assembly line as well as a test track specifically designed for pickup trucks. The project will generate about 1,000 direct jobs and 2,000 indirect jobs. Nissan will also work with local suppliers to create synergies that will be further amplified in the future to increase collaboration with local vendors.
With the start of production in Cordoba, Nissan Argentina joins the Nissan Frontier global manufacturing network, alongside Thailand, China, Mexico and Spain, and consolidates its position as a key vehicle manufacturer in Argentina.
The new assembly line will have the capacity to produce 70,000 vehicles a year for Alliance partners Nissan and Renault – as well as Daimler – with 50 percent destined for export. Brazil will be the first country to import the Argentina-made Nissan Frontier.
The Nissan Frontier made in Cordoba is based on an 80-year legacy of global experience in manufacturing light commercial vehicles. It's also the result of a two-year research project on driving conditions specific to Latin America.
The project brought together a team of 120 Nissan experts from around the world, including engineers and quality specialists, who joined forces to guarantee top Japanese quality, reliability and durability – on which Nissan has grounded its reputation and successfully positioned the Frontier in the global pickup segment.
Manufacturing of the Frontier in Cordoba is the result of the synergy and collaboration of Renault-Nissan-Mitsubishi. Nissan, Renault and Mercedes-Benz 1-ton pickups will be manufactured at Renault's industrial complex in Cordoba, the last being part of a collaboration agreement between the Alliance and Daimler. The three pickups will share structural components while preserving their own brand identities, design and distinctive features.