2019年12月17日星期二

Driverless is not far from commercial IPC manufacturers are actively taking action

Unmanned, previously a mere fantasy in the movie, is now becoming a step-by-step dream come true, becoming a reality that can be reached. I believe that you should remember the news that Baidu’s chief executive, Li Yanhong, at the Baidu AI Developer Conference presented to the world the road for driverless cars in 2017. Actually more than China, including the United States, Google and Other companies are advancing driverless car projects.

In December 2017, Google announced that it has completed more than 4 million miles of drive-by-car testing. What is the concept of this? Four million miles, for an American, it takes about 300 years to run out. In other words, Google’s driverless safety is highly secure.

So when can a commercial vehicle be commercialized? A common view in the industry currently is that in 2020, mass production of L3 class unmanned cars will be realized. Baidu plans to achieve full-scale mass production of driverless cars by 2020. Other automakers such as Google, BMW, Ford, Renault, Tesla will also launch commercial unmanned vehicles near this point in time. Since unmanned vehicles are not far away, how can industrial control companies still not act?

Driverless cars, known as "wheeled mobile robots," rely mainly on the in-car computer-based smart-pilot, and rely on cloud computing, big data, artificial intelligence, and laser radar to achieve "steering wheel" driving. To drive a self-driving car on the road, the driverless vehicle must be able to complete accurate external environment perception, precise vehicle state perception, precise control, etc. Of course, all this cannot bypass the vehicle-controlled computer system.

In view of driverless cars, they have to withstand the harsh driving environment and need to implement a variety of intelligent functions to ensure the unmanned driving function as well as security and other appeals. Therefore, in the selection of control computers for driverless cars, Choose a highly reliable, high-security embedded IPC. Only in this way can the appeal of the performance and safety of the unmanned vehicles be guaranteed. Therefore, for all IPC manufacturers, the field of driverless cars in the future is definitely a “treasure place” with unlimited opportunities.

China's first-line IPC brand, North China Industrial Controls, has developed an embedded computer that can meet the basic requirements of unmanned driving, and will follow-up with related unmanned automotive R&D partners to further upgrade and improve the IPC for the cooperation of technical partners. The version is more suitable for unmanned technical requirements. At present, the industrial control product BIS-6910F developed by North China Industrial Controls adopts a new type of ice wing shape structure of North China Industrial Engineering, a fanless design, quick installation, easy installation and maintenance, wide working temperature, full sealing, shock and shock resistance, Resist the harsh environment and other advantages. It is a suitable solution for drone control computers and can also be used as a basic version.

1. Based on IntelSkylake-UProcessor14nmBGA1356, high performance, to meet the driverless efficient and real-time processing requirements

2.1 SO-DIMM slots, support DDR4-1866/2133MHz, maximum support 8GB, faster response

3. Support VGA, DVI, HDMI display interface, support for independent three display, easy multi-screen high-definition display

4. Provide: 10xCOM, 2xSATA3.0, 2xUSB2.0, 4xUSB3.0, 2xLAN, support 1xMic_in, 1xLine_out, can provide access to various sensors, detection modules, transmission modules, etc.

5. Expansion interface: 2xMini-PCIE, 1xSIM card slot, 8bit GPIO, 1xPCIEX16 (supports 2xPCIEX1, 1xPCIEX4), facilitating the subsequent expansion of the functions of the unmanned vehicle control system

At present, companies including Baidu and other companies will officially commercialize the use of unmanned vehicles in 2020. This tells us that the era of unmanned vehicles is not far behind, and that the landing of the policies will further remove obstacles to the commercial use of unmanned vehicles. On December 18, 2017, the Beijing Municipal Transportation Commission and the Joint Economic and Information Technology Commission issued the first national policy and regulations on autopilot drive test, namely, “Beijing Municipality’s Guidance on Accelerating the Work of Autopilot Vehicle Road Testing (Trial)” The "Rules for the Implementation of Road Test Management for Autonomous Vehicles in Beijing (Trial)", as a milestone node in China's drone, will certainly promote and standardize driverless drive tests, and will also greatly promote the development and commercial use of unmanned vehicles. Speed ​​up. As the leading industrial control brand in China North China Industrial Controls, it is also actively working to provide high-quality, cost-effective, high-integration embedded industrial computer professional hardware product solutions for unmanned commercial vehicles.

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"Wisdom" serves the public life and helps the development of artificial intelligence

【Case】

From December 3 to 5, 2017, the Fourth World Internet Conference was held in Wuzhen, Zhejiang Province. At this conference, artificial intelligence is undoubtedly one of the hottest topics. Today, the antenna of intelligent robots has reached more and more service industries. According to the “Shanxi Daily” report, 12 robot instructors were recently introduced to a driving school in Zhangzhou City in the province for driving training. This robot is no longer as cranky as the previous driving school coach, and the safety factor is quite high. Generally welcome.

[analysis]

Helping economic development

The annual World Conference on the Internet was held in Wuzhen, Zhejiang Province. Both the conference itself and the gossip between the Internet cafes have become talked about. Behind the hot discussion of the web conference is the new round of global science and technology revolution and accelerating industrial change, especially in the areas of cloud computing, big data, and artificial intelligence, which have achieved major technological breakthroughs and accelerated the penetration of integration into all sectors of the economy and society. It has become an important trend in economic and social development.

Focus on the development of smart economy. Smart economy has a leading role in high-tech integrated application, integration of technological innovation, and upgrading of traditional industries. The smart economy is becoming the main driving force for the new round of global economic growth. In today's critical period of the development of smart technology, which has entered full penetration, cross-border integration and accelerated innovation, whoever can take the lead in the development of smart economy will win the initiative in the future. As a traditional inland province, Shanxi should closely follow the pulse of the times, accelerate the innovation of intelligent products in key areas, and accelerate the development of smart industries. Smart companies such as the Internet of Things, cloud computing, big data, mobile Internet, and smart manufacturing are making great efforts. The next step is to provide new ideas for seeking new and old kinetic energy to succeed the industry.

Fully promote intelligent applications. In the information age, thanks to the support of smart data and modern information technology, people’s demand for smart phones, smart cars, and smart homes is also growing. Promoting the development of smart applications has become an important direction for future development. In the fields of urban management and government services, the promotion of a smart government service can promote the government service service to “run more information and run less people” and realize the change from a governance of the government to a precise governance. In the field of medical services, intelligent diagnosis and treatment systems can help In order to solve the structural imbalance of doctors and patients' resources, the rapid and accurate medical care can benefit the public more quickly. In the field of transportation, companies such as Gaode and Baidu use artificial intelligence to realize real-time navigation services to make road traffic information more accessible...

Actively build an intelligent development and innovation system. For Shanxi, to promote the rapid development of the field of intelligence, change the train of thought is fundamental, not only to break the "short-sighted" but also to understand the situation, we must pay attention to "intellectual wisdom" but also pay attention to "education", "citizen" and "education" Body" Both hands must be hard. As far as "cited wisdom" is concerned, talents in the key technical fields and the frontiers of basic theoretical research should not only attract but also retain talents. The introduction of "intellectual wisdom" is not only an introduction, but also the introduction of related technology research and development in the field of intelligence. Marketing platform. In terms of “education”, the service system of “create space + incubator + accelerator” was established to activate social resources such as enterprises, universities, and research institutes; try to combine smart industry with smart cities, new urbanization, and beautiful rural construction. Promote the development of industry cross-border integration; focus on promoting popular entrepreneurship, innovation, and building a "double-invasive" platform in the field of smart industry.

Serving the public life

When it comes to artificial intelligence, what do you think of? Marvel's intelligent hero vision, Silicon Valley IT strange people's smart assistant, or defeated the world's Go champion Alpha dog. Perhaps, in the eyes of some, artificial intelligence is a scientific concept that is far away from our lives. It is a cutting-edge technology that belongs to movies and laboratories. However, it is not. In the near future, with the development of the Internet, big data, hardware, software optimization, and even the participation of the whole society, artificial intelligence will gradually penetrate into all walks of life and enter the homes of ordinary people at a faster pace.

Artificial intelligence will produce more humane products for the general public. The accumulation of big data, the innovation of theoretical algorithms, the improvement of computing power, and the evolution of network facilities have driven the development of artificial intelligence into a new stage, providing people with a variety of more humanized products. For example, Alibaba Cloud’s new generation of artificial intelligence products, ET, was introduced into the “hungry” take-out meal delivery as a dispatcher, familiar with the speed of meals in 1 million restaurants across the country, the speed of over 1.8 million riders, and the speed of each customer. Building mealtimes, even haze and other bad weather will affect the speed of the meal and the rider's riding speed will be included in the calculation, to achieve a greater degree of smart dispatch and efficiency is optimal; Ant gold suit, successfully opened Alipay people Face registration and facial payment functions, face recognition technology is widely used in financial transactions and other daily applications; JD JIMI, smart customer service products synthesized through natural language processing, deep neural networks, machine learning, user portraits, etc., all weather Respond to user questions intermittently; HKUST’s smart loudspeakers jointly launched by JD.com can intelligently control televisions, air conditioners, curtains and other household items with only master voice control... artificial intelligence products have entered millions of households and continue to meet People's growing needs for a better life.

Artificial intelligence will provide more diverse services to the public. Previous Internet technologies can only solve problems from the demand side. For example, patients can be consulted and consulted through online appointment registration and video consultation. Now, through the artificial intelligence medical image-assisted diagnosis system, the computer can intelligently identify the patient's image data, assist doctors in improving treatment programs, and change the status quo of the lack of medical technicians at the primary level, thereby solving the supply-side problem. For example, Tencent established the "Artificial Intelligence Medical Joint Laboratory" at Zhejiang Provincial People's Hospital to assist doctors in the diagnosis and early screening of certain diseases; the fatigue driving identification system developed by Baidu will enable people to travel more safely; we use the drops Drop APP, etc., is entirely the result of artificial intelligence. Artificial intelligence gradually penetrates into all walks of life and provides people with more high-quality and diversified life services.

"All of us will embrace artificial intelligence!" At the Fourth World Internet Conference, leading figures such as Li Yanhong and Lei Jun all chose to embrace the enthusiastic vocabulary to express their expectations for artificial intelligence. Although artificial intelligence is still in its early stages of development and faces many risks and challenges, in the future world, it will become an important force in the new round of technological industrial revolution, promote social progress, and make our lives better.

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Global semiconductor patent wars R&D competition upgrade

Recalling the 2017 China Semiconductor Memorabilia, two intellectual property disputes for domestic semiconductor companies “are listed.” It is not difficult to find that with the gradual rise of China's semiconductors, industrial litigation began to emerge among giants.

On December 8, 2017, Micron filed a civil lawsuit in California, accusing UMC and Fujian Jinhua of violating DRAM’s business secrets. Among them, Fujian Jinhua is one of the three major memory projects in China, and it focuses on breakthroughs in DRAM technology.

Previously, on April 12, 2017, MOCVD (metal organic compound vapor deposition) equipment giant Veeco launched a patent infringement lawsuit against China SMIC supplier SGL in the United States; subsequently, China Microelectronics launched a counterattack, and on July 13 China Microelectronics Fujian Provincial Higher People's Court formally sued Veeco Shanghai for patent infringement and won a patent ban application against Veeco Shanghai on December 8.

Then, on December 21st, the Fujian court heard the lawsuit filed by China Microelectronics, but the final decision was still unknown. On January 11th, 2018, China Microelectronics told reporters of the 21st Century Business Herald: “There is no feedback at the moment. We are still waiting for the final result.” In Fujian Jinhua, which was also in a sensitive period, it refused to be interviewed by this reporter.

At the moment, the dispute between the litigants continues.

Offense and defense game

As a means of competition, the patent-pending between giants is quite common. However, the two lawsuits of China Microelectronics and Fujian Jinhua have caused the industry to be surprised.

Judging from Veeco's complaint, the object of its prosecution in the United States was not China Microelectronics itself, but its wafer carrier supplier SGL. The wafer carrier is an important material for MOCVD, the core device of microelectronics, and MOCVD is a key device for the production of LED chips. Veeco stated that SGL infringed its patents and requested SGL to prohibit the supply of goods to China Microelectronics. Afterwards, the U.S. court approved the embargo application in November 2017.

According to Gu Wenjun, chief analyst of the core research, Veeco's accusation is "Xiangzhuang swordsmanship." At the same time, he also stated: "The United States court imposed a preliminary embargo on SMIC's supply to China Microelectronics before it was determined whether the patent for Veeco's MOCVD reactor base tray was valid and whether the design of the micro-tray was infringed. Rarely, especially when SGL is not aware of the infringement of the micro-trays they do, and it is not intentional infringement, the embargo is unprecedented."

The micro-semiconductor semiconductors with deep patents were launched to counterattack. On the one hand, China Microelectronics filed a complaint against Veeco's trays and hinges for patent infringement in the Fujian High Court. On the other hand, China Microelectronics filed patents on the patents involved in the United States, China, and South Korea. Invalid request.

“We are confident that China Micro will win a patent lawsuit against Veeco Shanghai, and Veeco Shanghai will infringe on the sale of EPIK700 series MOCVD equipment since 2014,” said Dr. Yinzhi Zhu, Chairman and CEO of China Microsystems, in a previous public statement. At a great price, we also believe that our suppliers will eventually win patent litigation in the United States."

In fact, in the field of MOCVD, it is mainly monopolized by both Veeco and Aixtron. In recent years, China Microelectronics has developed rapidly and has begun to seize market share. Veeco, who feels the pressure, has come up with a patent stick.

Recently, analyst Wang Fei of LEDInside of Jibang Consulting Group told 21st Century Business Herald reporter: "China is now the world's largest MOCVD market. China and micro 2016 sales volume in China far exceeds that of Veeco, threatening Veeco's interests. At a glance, the principle of trays is used by many industries. Semiconductors have similar products many years ago, and they are not original patents."

On the other hand, Micron Technology sued Taiwan UMC and Fujian Jinhua for stealing its trade secrets and other misconduct. There are also occasional factors. This is due to the lawsuit brought by the mobility of UMC's talents. The memory project was jointly operated by UMC and Jinhua, so Jinhua also became the defendant.

Gu Wenjun said: “In this case, UMC (UMC) is the party that needs to take responsibility. Although it is a local company in Taiwan, UMC is a public company listed in the United States. Both of the agreements signed with Jinhua belong to the California jurisdiction. Some of the reasons for being sued in the United States are conceptually different. Because there is no management experience for large US companies, leaders have little control over details, and the U.S. government’s supervision of listed companies also lacks attention and is also inadequate in the handling of technology sources. Employees’ personal behavior will also cause damage to Jinhua. When employees change the runway, copying data and learning from experience are sometimes difficult to prevent.”

Continuing competition

While China's semiconductor industry is facing international litigation, the competition is still grim.

Taking MOCVD equipment of China Microelectronics as an example, as the key equipment for the epitaxial growth of LED chips, the price of a MOCVD is as high as 10 to 20 million RMB. In the LED industry, upstream companies are the bottleneck of technological progress and the key to the development of the entire industry. The number of participating companies in the LED industry chain is pyramidal. The upstream includes raw material supply, epitaxial wafer production, high-end equipment manufacturing, and chip manufacturing. It is technically and capital-intensive. The participating companies have core technologies and a small number, including China's China Micro and Aixtron, the United States' Emcore. the company. And this time, the prosecutor Veeco bought the MOCVD part of Emcore. At present, the major markets of China Microelectronics are still domestic and are surpassing traditional giants such as Veeco.

Judging from the memory market represented by Jinhua in Fujian, taking 2016 as an example, IC sales accounted for 82% of the entire semiconductor industry, and memory accounted for 23% of the entire semiconductor market. The most important memory at present includes DRAM, NANDFLASH, NORFLASH. Among them DRAM is the memory in the mobile phone. This time, Micron filed a civil lawsuit in California and accused UMC and Fujian Jinhua of infringing on its business secrets, mainly focusing on DRAM.

The giants of memory in the world are mainly in South Korea, including Samsung and Hynix. The memory industry in South Korea occupies more than 60% of the world's total. In the DRAM field, Samsung and Hynix add up to 80% of the global share. China's memory is also accelerating its development. Major manufacturers include Ziguang Group, Wuhan Xinxin, Fujian Jinhua and Zhaoyi Innovation. The first two companies have merged into the Yangtze River storage, and there has been significant progress in the DRAM field in Fujian Jinhua.

In Gu Wenjun’s view, China’s memory industry must have overseas litigation. Yangtze River Storage is the direction of 3D NAND. Jinhua and Changxin are DRAMs. However, the core competitiveness of the three is advanced wafer manufacturing capacity. Yangtze River Storage has relied on Spansion technology to become the vanguard of independent research and development; UMC and Jinhua are new Taiwan-continental cooperation models, starting with a breakthrough in memory-based key technologies; Changxin and Zhaoyi Innovation are domestic companies independently developing DRAM technology. Creators. If any of the three models goes through, the future will be equivalent to wedging a nail in the giant monopoly market.

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U.S. Medical Center Reduces Costs with Remote Health Care Tools to Assist Remote Hospitals

The Grand River Hospital and Medical Center in the United States established a 24-hour pharmacy through distance health medical tools, saving US$300,000 in personnel costs. According to reports, the Grand River is a hospital in Western Colorado that has 13 severe beds and an average of 7 patients a day. Telemedicine products and services are gradually emerging in small, remote hospitals. For example, in mid-December 2017, the New York-Presbyterian Hospital cooperated with the Walgreens Pharmacy to provide emergency medical services at the in-store kiosks; and in 2017, Cleveland Clinic partnered with CVS Pharmacy to use AmericanWell's telemedicine platform to allow patients to contact medical personnel directly.

Many technology companies have also launched long-distance pharmacy services, including CPSTELEpharmacy, eVisit, PipelineRx, scriptProTelepharmacy, and TelePharm. GrandRiver medical staff use PipelinRx to connect with remote pharmacists. After the automatic dispensing machine releases the drug, these pharmacists verify the drug list and handle the doctor's questions. Nancy McClew, director of the pharmacy of GrandRiver, said that investing in telemedicine technology is worthwhile compared to hiring staff to maintain the 24-hour operation of the pharmacy department; of course, it is unlikely that human resources will be used to support the 24-hour operation of the pharmacy.

McClew said that there are no patients most nights, and there are few drug orders, usually just general medication, dosage adjustments, and formula replacements, and no pharmacists are required to deal with them. Medical staff can scan drug orders and use PipelineRx's telemedicine system to deliver to remote, dedicated pharmacists. After the remote pharmacist obtains the drug list from the hospital, he can enter the Grand River's electronic pharmacy system to verify the drug list.

The patient's medication history will be updated, and the system will send the medication ticket to the automatic medication delivery cabinet. This medicine cabinet will automatically generate drug labels, allowing nurses to add to the patients' medication records. At present, 95% of drugs are distributed through this system. If it is not possible to use this method to deliver prescriptions, they will be dealt with by nurses.

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The transformational choices behind acquisitions: Giants are downsizing Chinese companies

The two recent acquisitions hit the scene. From the background of the story, there are some similarities between the people's design and the transaction content.

Storyline: Seller sells non-core or traditional business units due to market decline, buyers expand core business through mergers and acquisitions

Personnel: The seller is an international giant and the buyer is a local Chinese company.

Transaction content: Motor business, subdivision of a small industrial motor, a vehicle starter and generator.

The main theme behind the acquisition is nothing more than transformation.

GE and Wolong Electric

One is the eldest brother of electrical and electronic equipment manufacturing, the leader of the digital industry,

One is a listed company committed to becoming the global motor industry NO.1

On December 25, 2017, Wolong Electric issued an announcement announcing its acquisition of GE's small industrial motor business for US$142 million. The acquisition involved the design, development, manufacture, distribution, and sales of low voltage and TEFC medium voltage motors from 1 to 1,750 horsepower. Hereinafter referred to as SIM), the assets mainly include 100% equity of GE Industrial Motors Mexico Co., 100% equity of General Electric Motors, and 13 other entities involved in assets and employees related to this business.

Wolong Electric has three main businesses: electrical machinery and control, transformers, and power batteries. The motor and control businesses include low-voltage motors and drives, high-voltage motors and drives, micromotors and controls.

The transformational choices behind the acquisition: Giants are slimming

In the first half of 2017, the motor and control business accounted for 80.93% of the main business revenue

In recent years, Wolong has made continuous efforts in the core business of motor manufacturing. Earlier the company also put forward the strategic goal of “two billions” (that is, both motor and motor drive control products have reached a scale of 10 billion production and sales). A series of mergers and acquisitions initiatives is an important means for Wolong to achieve its goals.

The transformational choices behind the acquisition: Giants are slimming

Wolong Electric's acquisition of SIM also signed a trademark license agreement, which means that Wolong can use the SIM window to sell its products under the GE brand to the American market, expand SIM sales channels, and sell SIM key products to the Chinese and European markets. 1+1>2 industry collaboration model.

Why does GE sell it?

On November 13, 2017, GE held an investor conference in New York and announced a new "downsizing" plan: layoffs of 25%, reduction of the board of directors, reduction of $20 billion in business, focusing only on core power, renewable Energy, aviation and medical.

In recent years, GE has successively sold financial, home appliances, lighting business, industrial solutions, water services, etc., while the railway business and oil service business are among the sales plans. For $20 billion, the $142 million transaction volume is really a small target.

Bosch and Zheng Coal Machinery

One is the world's largest automotive technology giant

One is an old state-owned enterprise engaged in coal equipment manufacturing and hydraulic support business.

On December 31, 2017, Zhengzhou Coal Mining Machinery Group Co., Ltd. ("Zheng Coal Machinery") completed the acquisition of the German Bosch Group's motor business. The acquisition includes start-stop motors and 48V weak hybrid technology with a transaction volume of 545 million yuan. EUR.

Zheng Coal Machinery is a well-known coal mining equipment manufacturer in China. In recent years, due to the downturn in the coal industry, its performance has deteriorated. Therefore, it is seeking a cross-border transformation. In 2016, Zhengji Mining acquired ASIMCO’s 6 auto parts mark companies for 2.2 billion yuan, formally forming two main operations of coal mining machinery and auto parts. The revenues of the two major segments from January to September 2017 were 34.77 respectively. Billions and 1.872 billion yuan.

Through this acquisition, Zheng Coal Machinery can obtain several revenues: First, the world's leading start and stop technology, this technology only requires each vehicle to increase the cost of more than 200 yuan, it can reduce carbon dioxide emissions by 5% to 8%. The second is the 48V weak hybrid technology. This system can recover energy during braking and use this energy to assist in acceleration, reducing CO2 by 10%-15%. Thirdly, the R&D team and R&D capabilities of the veteran auto parts giants, and the use of this gold medal signboard will help Zhengjiji develop a new energy motor technology suitable for the Chinese market.

Why Bosch sells?

The Bosch business is divided into four business areas, covering automotive and intelligent transportation technology, industrial technology, consumer products, and energy and construction technology. The starter and generator business segments are affiliated to the automotive and intelligent transportation technology business, with sales of 1.2 billion euros in 2015.

The transformational choices behind the acquisition: Giants are slimming

Bosch Group's revenue for 2015-2016

(in millions of euros)

According to industry analysis, the electronic chip technology is open to the world, and the technical barriers to the motor industry are greatly reduced. Bosch's technical advantages and market share in the field of electric motors have been greatly impacted, and competition pressure has been increasing. In this case, Bosch hopes to abandon the traditional motor business and devote more energy to the business related to new energy vehicles. The motor business of Bosch New Energy Automobile is not within the scope of this sale.

Is it worth buying?

In order to meet the increasingly stringent global fuel consumption targets, more and more car companies will start and stop technology as a standard new car. However, China's fuel consumption standards will be reduced to 4.9L/100km by 2020, and the EU will be reduced to 3.8L/100km. To achieve this goal, it seems difficult to accomplish with the current engine start-stop technology. So is it a baby or a chicken rib? In contrast, the RMB 100 billion market brought by the 48V weak hybrid technology is more significant for Zhengji.

To be sure, the market space that the coal industry can tap will only become smaller and smaller. Although this acquisition of Zheng Coal has not obtained the Bosch new energy-related business, it is also considered to have acquired the transitional product of the new energy automotive business and its research and development capabilities. - The driving force for further expansion in the future.

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Logistics drone will not become a competitor for the employment of couriers

Academician Zheng Nan-Ning, Academician of the Chinese Academy of Engineering and President of the China Automation Association, Dean of the Chinese Academy of Sciences, Ding Han, Dean of the School of Mechanical Science and Engineering, Huazhong University of Science and Technology, Academician of the Royal Academy of Engineering, and Yang Yangguang, Director of Hamlin Medical Robotics Center, Imperial College London, UK Well-known scholars, industry experts and business leaders from more than 20 countries around the world attended the conference to discuss the position and future of China in the global competition of robots and artificial intelligence under the conditions of accelerated construction in Guangdong, Hong Kong and Macau.

Among them, the founder and CEO of Changfeng UAV Zhao Zichao, as the only representative of the UAV industry, was invited to attend the opening ceremony of the conference. He also held in-depth exchanges with leading guests on such cutting-edge topics as technology research and development and industrial landing.

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Changfeng Drone Founder & CEO Zhao Zichao

In the theme forum of “New Challenges for Smart Transportation and Smart Logistics” later on, Zhao Zichao also shared new developments in his field and made predictions on the prospects of the industry. Zhao Zichao said: "In recent years, technological advances have prompted the rapid rise of drones. With the industry landed, battery-powered UAVs in plant protection, logistics, security and other sub-sectors, increasingly show lack of life and capacity. Changfeng UAV is the world's first fuel-driven multi-rotor drone. Under the premise of simple operation and precise operation, the load indicator is increased to 70 kg, and the longest battery life is up to 3 hours, effectively solving the pain point in the industry. After market verification, it has become a reliable product for industrial applications."

For the host's question, “Does UAV Send Courier Make Expressers Unemployed?” Zhao Zichao, who has been cultivating the industry for many years and witnessing the emergence of the industry, gave his own opinion. He said that drone delivery is only one part of the entire logistics chain, and the so-called “unemployment” is somewhat exaggerated. In addition, the purpose of UAVs and more upstream artificial intelligence is to enhance people's consumer experience through technology and tap into more and better business models to expand the market.

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"The drone is not aimed at the market stock, but it will bring about an increase in the market. In the logistics or other industries, its participation will certainly bring about the improvement of efficiency and experience, which will inevitably increase the market size and promote employment. Let more people enjoy the technical dividend." He said.

After the theme forum, Zhao Zichao revealed when he was interviewed by the media: “As of now, Changfeng has become one of the most comprehensive and most versatile drone companies in the oil and electric fields in China. Expanded in the field of logistics drones, and now has begun to lay out in this area."

It is understood that Chang Feng is a well-known supplier of UAV system application solutions in China and has a team of doctors and masters from such universities as Peking University, Harbin Institute of Technology, Harbin Engineering, and Shen Hang. He was invited to participate in the National Twelve. V. "Science and technology achievements exhibition, has accumulated a wealth of intellectual property rights, covering oil-driven direct-drive drones, variable pitch unmanned aerial vehicles, hybrid unmanned aerial vehicles and associated devices, control methods and other patented technologies.

In the area of ​​plant protection drones, Changfeng UAV is the only major technical equipment insurance subsidy project of the Ministry of Industry and Information Technology.

(Source: China Network)

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Compliance with the Lithium-ion Battery Industry Specification

On January 15th, the Ministry of Industry and Information Technology released the list of companies that meet the "Lithium-ion battery industry regulatory conditions" (second batch), Duodu, Xinwangda, National Energy Battery, Nugget Power, Zhongxing Power, Zhonghang Lithium, etc. 18 Lithium companies entered the list.

A number of energy storage battery companies were selected

Divided by product type, 7 companies are producing energy-storage battery companies and 6 companies are producing consumer-type battery companies. Shanghai DeLong Power Battery Co., Ltd. also produces energy storage batteries and consumer batteries. The rest are electrolytes, anode and cathode materials, diaphragm manufacturers.

In August 2015, in order to strengthen the management of the lithium-ion battery industry and guide the industrial transformation and upgrading, the Ministry of Industry and Information Technology issued the "Lithium-ion battery industry regulatory conditions" (referred to as "regulatory conditions"), and established a "threshold" for the company's production scale, including: The annual battery production capacity is not less than 100 million watt-hours; the annual production capacity of cathode material is not less than 2,000 tons; the annual production capacity of anode material is not less than 2,000 tons; the annual production capacity of diaphragm is not less than 20 million square meters; and the annual production capacity of electrolyte is not less than 2,000. Tons, electrolyte capacity not less than 500 tons. The actual output of the company in the previous year was not less than 50% of the actual production capacity.

On April 17, 2017, the Ministry of Industry and Information Technology announced the list of companies that meet the "Lithium-ion battery industry regulatory conditions" (first batch), and eight companies were selected. Among them, Ningde Times New Energy Technology Co., Ltd. was selected as the only energy storage battery company.

It is worth noting that in the second batch of companies, the number of energy storage battery companies exceeds that of consumer battery companies. According to industry analysts, this is closely related to the rapid development of new energy vehicles.

According to the data from the China Automobile Association, in 2017, the production and sales of new energy vehicles reached 774,000 vehicles and 777,000 vehicles, respectively, an increase of 53.8% and 53.3% year-on-year respectively. With the further development of the new energy automobile industry, the proportion of energy storage batteries will further increase.

Lithium-ion battery technology breakthrough

Recently, several companies have made breakthroughs in lithium-ion battery-related technologies.

Lanxiao Technology announced on January 15 that the company and the Shaanxi Provincial Membrane Separation Technology Research Institute Co., Ltd. undertook the Qinghai Cold Lake 100t/a lithium carbonate project to complete production line commissioning and produced high-purity lithium carbonate. The success of the project marks the company's industrialization of the core technologies for the extraction of lithium from salt lake brines, processes and systems. The company stated that the industrialization of lithium absorption technology is one of the new important growth points of the company's metal sector and is a good start for the company to expand its application in the new energy sector.

Jiang Te Motor recently accepted an agency survey and said that the company’s lithium carbonate production line currently produces more than 10 tons per day, and the new production line is scheduled to be completed in the first half of this year. The company's lithium mica to extract lithium carbonate costs about 70,000 yuan per ton, and there are more than 10 battery grade lithium carbonate users. With the company's mining and mineral processing project put into operation, and the gradual release of lithium carbonate production capacity, it is expected that the mining industry will account for the largest proportion in the annual sales in 2018.

Analysts in the power equipment industry told the China Securities Journal that the subsidies for downstream new energy vehicles have fallen, the cost of lithium and cobalt in the upper reaches has increased, and the core industry in the middle reaches has been squeezed. The breakthrough in lithium extraction from salt lakes will, to some extent, ease the tight supply of raw materials.

Source: China Securities News · Zhongzheng Wang Author: Cui small millet

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