Today’s Highlights丨Huawei HarmonyOS NEXT Hongmeng Galaxy Edition will be commercially available in the fourth quarter; Bosch plans to lay off employees before the end of 2026

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Today’s Highlights丨Huawei HarmonyOS NEXT Hongmeng Galaxy Edition will be commercially available in the fourth quarter; Bosch plans to lay off employees before the end of 2026

Posted Date: 2024-01-21

1.Huawei HarmonyOS NEXT Hongmeng Galaxy Edition will be commercially available in the fourth quarter, and developer beta will be launched in the second quarter

At the Hongmeng Ecosystem Qiansai Sailing Ceremony, Huawei announced that HarmonyOS NEXT Hongmeng Galaxy Edition system developer preview version is open for application. Huawei HarmonyOS NEXT Hongmeng Galaxy Edition will launch a developer beta program in Q2 (second quarter) and release a commercial version in Q4 (fourth quarter).

Huawei has launched HarmonyOS NEXT developer preview beta recruitment on January 15. Registration is currently supported for Huawei Mate 60, Mate 60 Pro, and Mate X5 models. The HarmonyOS NEXT developer preview version will no longer be compatible with Android open source applications and will only support Harmony kernel and system applications, so it is called "pure-blooded Harmony". Huawei also revealed that it expects to have 5,000 applications completed with native Hongmeng development by the end of this year. Huawei announced that it will work with partners such as enterprises, universities, and institutions to train 100,000+ Hongmeng developers every month, and launch the 7 billion+ RMB "Shine Star Plan" to continue to encourage ecological innovations such as Hongmeng native applications, meta-services, and SDKs.

2. Autonomous driving progress is slow, Bosch plans 20261,200 layoffs before year-endpeople

German auto parts supply giant Bosch has confirmed that it hopes to cut 1,200 jobs in its software and electronics divisions by the end of 2026. At present, talks with employee representatives have not yet begun and the layoff plan has not yet been finalized.

On Thursday, local time, the company said in an emailed statement: "A weak economy and high inflation, especially rising energy and commodity costs, are currently slowing down the transformation." Bosch said the company hopes to cancel its cross-domain Development, sales and management positions in the Computing Solutions segment, which develops autonomous driving technology and other in-vehicle software and hardware. Up to 950 job cuts will occur in Germany.

3. ASML CEOMeet with TSMC executives to learn about roadmap and lithography machine orders

According to reports, ASML's current CEO Peter Wennink, who is retiring, and his successor Christophe Fouquet traveled to Taiwan, China this week to meet with TSMC Chairman Liu Deyin and Vice Chairman and President Wei Zhejia to discuss the roadmaps of the two companies and future crystal chips. Round equipment orders and other topics.

According to people familiar with the matter, ASML executives had dinner with TSMC personnel for the first time on January 16, and the two parties met again on January 17. Neither company disclosed specific details of the conversation. It is reported that ASML executives travel around the world to meet with customers every year, and their trip to Asia has always been the most important, because TSMC, Samsung Electronics and some mainland Chinese companies are ASML's big customers. The next stops of ASML executives' trip are expected to be South Korea and Japan, but there is currently no definite news on whether they will go to mainland China.

4. U.S. chip subsidies uncertain TSMC delays construction of second U.S. factory

TSMC recently announced that it has once again delayed the construction of its US$40 billion factory in Arizona, further damaging the Biden administration's plan to promote the manufacturing of key components in the United States.

TSMC executives said the infrastructure for their second factory in Arizona is under construction and will begin operations in 2027 or 2028, later than TSMC's previous plan of 2026. The company previously announced in July 2023 that it would postpone the construction of its first factory. Due to the lack of skilled labor and high costs at the factory, 4-nanometer chips can only be launched in 2025. "Our overseas decisions are based on customer demand and the necessary level of government subsidies or support," said TSMC Chairman Liu Deyin.

5. Samsung Exynos 2400 The chip uses FOWLP Advanced packaging technology, stronger heat dissipation

Samsung's latest flagship phones, Galaxy S24 and S24+, will be powered by its own Exynos 2400 processor in some markets, which is produced using a variety of new technologies.

First of all, Exynos 2400 uses Samsung's latest 4LPP+ process, which not only improves the yield rate, but also significantly improves the energy efficiency of the chip. In addition, Samsung also quietly disclosed another important technology on its official website: Fan-out Wafer Level Packaging, which is what we often call fan-out wafer-level packaging (FOWLP) technology. Exynos 2400 is Samsung's first smartphone SoC to use FOWLP packaging, and this technology brings many benefits to it.

6. News: Tesla expands 4680 Battery production capacity, separately import Chinese battery cathodes

According to reports, Tesla will begin purchasing cathode rolls (components of battery cells) produced by two Chinese second-tier battery companies in the second half of 2023 and then transport them to the Texas factory in the United States to produce 4680 batteries.

It is reported that the two companies were the suppliers selected by Tesla after reviewing the cylindrical battery production lines of several Chinese power battery companies last year. The positive electrode roll accounts for about 35% of the cost of the entire battery cell. This practice of purchasing pole rolls from China and then making them into batteries may continue until the third quarter of this year. A person close to Tesla said that Tesla’s battery supplier Panasonic will not start production of 4680 batteries in the third quarter of this year. People close to the deal said Tesla had hoped to purchase cathode rolls from companies such as CATL and BYD Fodi Batteries, but was rejected.

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