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click to enter 2021 Yabuli China Entrepreneurs Forum | Sohu Finance

On June 8-10, the 21st Annual Meeting of the 2021 Yabuli China Entrepreneurs Forum was held in Yabuli, Heilongjiang. Chairman Leng Youbin of China Feihe attended the meeting and delivered a speech.

“Everyone knows that in Hokkaido, the output per acre of land in Hokkaido is 1.9 times that of Heilongjiang. We are all on the same latitude zone, and we are all on the latitude zone of 45 degrees, 47 degrees, and 49 degrees north. Why can Hokkaido in Japan be able to It is 1.9 times that of China. Why can’t our black land in China produce the same value as Japan?”

Leng Youbin said that our black soil is one of the three largest black soils in the world and has unique advantages, but what we lack is true deep processing, what is lacking is the brand, and what is lacking is the products in the minds of consumers.

“Heilongjiang has good rice, Wuchang rice, Thai rice, and Beidahuang rice. In fact, there are many better things in Heilongjiang, such as soybeans, corn, and corn. The total output of corn is also the first in China. And our vegetables, Potatoes, carrots, peppers, etc., etc.” Leng Youbin said that to truly turn these advantages into brands and products, can we truly bring out the value of Heilongjiang.

“We must use the business card of the black land, relying on the advantages of our company in the brand, in the channels, and in the membership to establish the connection between us and consumers. With the brand, the brand is actually equal to the integrity in the eyes of consumers. Brand is equal to quality, and brand is equal to value.” Leng Youbin said

interview

Working conditions at universities “Human and anti-science ”

Status: 06/24/2021 5:03 a.m.

Chain contracts, extra work and a lack of prospects: under the hashtag #IchBinHanna, scientists mobilize against difficult working conditions. At their pressure, the Bundestag is also dealing with the subject today. tagesschau.de: With #IchBinHanna, working conditions in science make it into parliament. How did the hashtag come about? Sebastian Kubon: Until recently, the Federal Ministry of Education and Research had a video on its website in which an animated figure named Hanna explains the legal basis of employment, the Science Contract Act. This is a special right of fixed-term employment that regulates that scientists in Germany can be employed for a maximum of six years before and six years after completing their doctorate. Thereafter, the time limit must be extended. But that doesn’t happen due to a lack of jobs, so most of them are thrown out of the system by then at the latest – with all their qualifications and knowledge that are then lost to science. And in addition to this immense loss for Germany as a research location, there is always a personal fate. If there is such an explanatory video to explain this absurd situation, then in my opinion it is anti-human and anti-science. Therefore, Dr. Amrei Bahr, Dr. Kristin Eichhorn and I give the scientists a face – with the hashtag #IchbBinHanna.

To person Dr. Sebastian Kubon is a research associate at the History Department at the University of Hamburg, currently on parental leave. He is mainly concerned with public history and food history. At the moment, criticism of the German science system is at the center of his commitment. To do this, he and Dr. Amrei Bahr and Dr. Kristin Eichhorn created the hashtag #IchBinHanna.

tagesschau.de: What are your main points of criticism and what are your specific suggestions? Kubon: I hardly know where to start. The short-term contracts are particularly bad. Instead of doing research in peace, you have to keep writing new applications and proposals. We need realistic contract terms, i.e. as long as you actually need for a doctorate, for example. And those who then have a doctorate should be employed on a permanent basis – or at least receive a clear and transparent perspective. In addition, there is a lot of unpaid overtime at universities. Many colleagues only have half jobs – and still work as much as if they had full jobs to keep the business running. We need reliable and sufficient basic funding. This does not always mean more third-party funding, i.e. project-related funds that have to be applied for and raised at great expense.

“Then you shouldn’t get any professors out of time”

tagesschau.de: The Ministry of Education justified the temporary positions by stating that research always needed new impulses. Kubon: This argument that only constant fluctuation creates innovation has been around for decades without ever being scientifically verified. According to this logic, professors should not be deferred. I think that is more of an exaggerated argument. Because it is – at least in the short term – easier and cheaper for young scientists to work unpaid overtime. But this literally burns them up, which is expensive in the long term and not sustainable at all. Don’t get me wrong, it’s not about pity. But this system means that important research projects are put to rest, teaching suffers in terms of content and students keep losing contact. Many highly talented people, when asked if they could see themselves in science, wave their thanks. tagesschau.de: Another argument from the Ministry of Education is that if all posts were to be expelled, a single generation would “clog” the system … Kubon: But nobody is asking that all positions be permanent – as far as I know, not even the union. It is about transparent criteria and a concrete perspective: in other words, expiry under the and the circumstances. Surely it cannot be that every new generation has to struggle again and again with precarious working conditions and cannot conduct research properly.

“No wonder that many seek their happiness elsewhere”

tagesschau.de: Is that actually a purely German problem, is it better to deal with young scientists abroad? Kubon: “Offspring” is a terrible term. Some people in their mid-40s are not newcomers, but highly qualified experts who have long had highly paid management positions elsewhere. No wonder that many seek their happiness elsewhere. Foreign universities have already tried to poach German scientists as part of #IchBinHanna. But to come back to the question: Overall, science is a precarious system worldwide. But I cannot judge that in detail. But it would perhaps also be more the job of the ministry to set up a commission to deal with working conditions elsewhere in order to see what one can learn from there. But that would presuppose that deficits are recognized at all in their own country.

Mobilize via Twitter – in response to pressure from academics, the Bundestag is currently dealing with working conditions in research and teaching (archive). Image: picture alliance / Geisler-Fotop

tagesschau.de: Now there is a current hour in the Bundestag today. What do you expect from it? Kubon: I hope that this will bring science back on the political agenda. If it is to provide urgently needed orientation, then we can no longer work under such conditions. But I have the impression that many politicians simply do not know anything about it. Therefore we say: stop – it cannot go on like this. And maybe a few parties will see it as an opportunity to position themselves on questions of science policy.

Workers’ rights, as for everyone else

tagesschau.de: It is the last week of the session, then there will be general elections in September, so there will be no quick solutions. How do you intend to carry the topic forward? Kubon: The Science Contract Act is currently being evaluated. However, the corresponding forms are designed in such a way that I cannot imagine that valid data will come out of them. Nevertheless: The law is on the agenda for the next legislative period. Therefore, the deficits must now be described as precisely as possible in order to propose possible solutions. This is done in the traditional way, i.e. via local programs, party work or unions. But thanks to social media, initiatives can also arise quickly and spontaneously – the success of #IchBinHanna has shown us that. You made the Ministry of Research have to deal with our criticism. And on this point we will not let up: Scientists must have the same employee rights as everyone else. The interview was conducted by Stefan Keilmann, tagesschau.de

Digital consumer protection Vulnerabilities in health apps

As of: 16.06.2021 1:53 p.m.

In the corona pandemic, health apps have gained many users. For some, however, there is a lack of data protection. This was the result of a study by the Federal Office for Information Security. The Federal Office for Information Security (BSI) found numerous security gaps in an investigation of health apps. According to a BSI report, six out of seven thoroughly tested apps transmitted passwords in clear text to authentication services. None of the apps fully met the security requirements of the BSI guidelines for health apps. The BSI did not provide the names of the apps examined.

Exclusive 03/10/2021

Personal data is not adequately protected

“From the point of view of technical IT security, this result must at least be rated as critical, especially in view of the fact that a significant proportion of the apps process sensitive and particularly sensitive data”, criticized the office for taking care of the data security of the federal government. “Because, according to the findings of the study, this does not adequately protect user data against attacks.” The BSI checked the health apps as part of the first report on digital consumer protection 2020, which, due to the corona pandemic, focused on digital health offers.

background 07/11/2019

damage “first of all manageable”

The BSI expert Nicolas Stöcker described the danger for users of the criticized apps when exploiting the identified loopholes as “first of all manageable”. If an attack took place, it would initially only affect a single person. “It would be worse if the backend, where the data is kept, were also insecure.” The authority has a corresponding further investigation for the future “on the screen”, says Stocker. However, BSI President Arne Schönbohm warned that the deficiencies found were also dangerous: “Every gap that is there, every weak point that is there has somehow been exploited at some point.” They are currently working with the app providers to close the gaps. “If we see that this is not fixed, then we reserve the right to issue a corresponding product warning”said Schönbohm.

Raw material for batteries Is nickel still in short supply?

Status: 15.06.2021 3:55 p.m.

First a lack of chips, then a lack of wood, soon a lack of nickel? E-mobility also devours resources. Due to the increasing demand for batteries, the demand for nickel is likely to increase strongly. The sufficient supply of the metal nickel could become critical in the next few years. The German Raw Materials Agency (DERA) warns of this in a current analysis. The background to this is the increasing demand generated by the turnaround towards electromobility. “We assume that, depending on the scenario, global nickel demand will increase from around 2.4 million tons today to around 3.4 million tons in 2025,” explains Dr. Michael Szurlies, nickel expert at the Federal Institute for Geosciences and Natural Resources (BGR). “Overall, the nickel market is facing a turning point in terms of demand in the coming years, which will lead to a significant shift in market shares within the areas of application.” As a special department of the BGR, DERA advises the federal government, business and NGOs on raw material issues, for example on security of supply and the ecological consequences.

02/18/2021

Nickel is used for batteries

So far, nickel has mainly been used in steel production: around 85 percent is currently used in the manufacture of stainless steel and alloys, as DERA writes. The use in batteries currently accounts for around five percent. That will change in the near future. Because nickel is now a “key raw material” for the transport and energy transition, according to the study. Due to the strong demand generated by the global expansion of electromobility, the experts expect that by 2025, depending on the scenario, the share could be up to 21 percent. This would make batteries the second largest area of ​​application.

07.03.2021

Most of the nickel comes from Indonesia

Indonesia is the world’s largest supplier of nickel. The experts write that the vast majority of the new global production and refining capacities for the metal are expected there by 2025. This leads to a significant increase in the market concentration for nickel – and also has the consequence that the power of the main suppliers increases. Whether prices can also be expected to rise in the future due to rising demand depends on whether supply also increases. It is not excluded. In order to reduce the dependency on international suppliers, consideration is being given to extracting important raw materials – including nickel – in Europe. Experts emphasize that a European supply chain could make economic sense. In January, Peter Buchholz, head of DERA, said it would be good if Europe also built up its own capacities. The projects just have to be cost-competitive.

background 10/27/2010

Recycling is becoming more important

The automotive industry in particular, but also machine builders with a focus on solar or wind power, steel manufacturers or the IT and medical technology industries are dependent on a continuous supply of basic materials such as nickel. This also applies to so-called rare earths – elements such as cobalt or lithium, which is usually the central raw material for batteries in pure electric drives. The authors of the study also have the issue of sustainability in mind: “In view of the goal of reducing emissions of climate-damaging carbon dioxide through electromobility, in future, apart from questions of availability, the most environmentally friendly and sustainable extraction and processing of nickel will be more important.” One has to ask how more nickel and nickel compounds can be recovered at the end of the life cycle of the products and how less environmentally harmful and at the same time more socially fair promotion can be achieved. On the one hand, there are technological developments towards greater efficiency and fewer emissions. On the other hand, the increasing mining in tropical regions is a problem due to the large amount of land required.

Supply crisis in Lebanon Queuing for a little gasoline

Status: 14.06.2021 8:41 a.m.

There is currently a shortage of fuel, electricity and medicines in Lebanon. Because the country is in a serious economic and financial crisis. Many Lebanese fear that the situation will get worse. By Anne Allmeling, ARD-Studio Cairo, currently Beirut Layali has almost reached her goal. Six or seven cars are waiting in line at the gas station in front of her. Then it’s her turn. “I don’t know how much I get, but I take as much as they give me.” Layali, who doesn’t want to give her last name, has been waiting for two hours to fill her tank with at least a few liters of gasoline. The 31-year-old works as a lecturer at a university in the center of Beirut. She needs the car on the way to work. “This is the second day I’ve tried to get gasoline. I drove all over town yesterday to find an open gas station. Then I waited four hours. When there were only four or five cars left in front of me were in the queue, it was said that there was no more gasoline. ”

Country has been in crisis for almost two years

Anyone who wants to refuel in Lebanon needs a lot of patience. Because fuel is in short supply. The country lacks the foreign exchange for imports. Lebanon has been in a serious financial and economic crisis for almost two years. The corona pandemic and the explosion in the port of Beirut a good ten months ago made the situation even worse. After its resignation, the government is only in a managerial position, but hardly able to act. In addition, there is a risk of state bankruptcy. Gasoline prices have more than tripled – but many Lebanese have no choice. “There is no public transport, no railroad. There is only private transport,” says Jihad Shehab. The 52-year-old salesman has been waiting for gasoline for his old Mercedes for an hour and a half. Because the line is moving very slowly, he got out of the car and is talking to a friend. “The situation is getting worse and worse. Nothing is progressing, neither in the government nor in the state, nothing,” he complains. Everything got out of hand. There is a dispute right in front of the gas station. A taxi driver complains: He only got twenty liters – not a full tank like the customer before him. His car has a special license plate that only a few Lebanese can afford – if they have the right connections.

FAQ 08/06/2020

Hardly any protests against the political elite

Nepotism and corruption are widespread in Lebanon. One reason why influential politicians and business people have been able to enrich themselves on a large scale in recent decades – at the expense of the state, which is now almost bankrupt. These people should be driven out of their offices, says a young woman who does not want to give her name: “Those responsible in Lebanon do not take any responsibility. The only solution would be for the people to put pressure on the state.” But if there is no uprising, the situation will not improve. Protests against the political elite are sporadic in Lebanon, however. More than half of the population is now considered poor. Most people are busy every day to ensure their survival and that of their families – like Layali. She is now number three in line – but even today she does not get any gasoline. The gas station closes before it is her turn. “Unfortunately, it didn’t work out. This has happened to me for the fifth time. I have to keep trying.”

Production drops slightly A lack of material slows down industry

As of: June 8th, 2021 12:32 p.m.

It sounds paradoxical: the order books are full, but production in German industry fell in April. The main reason is the supply bottlenecks for intermediate products such as semiconductors or lumber. In April, industrial production in the German economy fell by one percent compared to March, according to the Federal Ministry of Economics. That is significantly worse than experts had forecast, after a plus of 2.2 percent had been recorded in the previous month. The reason for the decline is the lack of intermediate products such as, which has been widely discussed for a long time Semiconductors or Lumber , which the companies from industry, construction and troubles the energy suppliers.

“A slight disappointment”

The sectors are affected differently by this development. Industrial emissions fell by 0.7 percent. The construction industry recorded a significant minus of 4.3 percent. Energy generation, on the other hand, increased by six percent compared to the previous month. Within the industry, the weighty area of ​​motor vehicles / motor vehicle parts recorded a significant decline of 5.6 percent in a two-month comparison, according to the press release. The comparably weighty mechanical engineering sector, on the other hand, was only slightly below the previous level at minus 0.3 percent. “In view of the high order backlog, that is a slight disappointment,” commented LBBW economist Jens-Oliver Niklasch on the current economic data. This is also how his colleague Alexander Krüger from Bankhaus Lampe sees it: “It is paradoxical: Despite the magnificent order situation, production is not getting underway. Once again it is clear that the industry is still affected by indirect pandemic pressure. Longer delivery times and material bottlenecks are actually signs a boom that is currently not at all. ”

“Material shortage has a full impact”

Thomas Gitzel, chief economist at VP Bank, is of the opinion that the shortage of materials is now having an impact: “Such a constellation is unparalleled. The industry’s order books are well filled and production is giving way.” Nils Jannsen, Head of Business for Germany at the Kiel Institute for the World Economy (IfW Kiel), also sees the delivery bottlenecks as a major problem, as the companies have not been able to fully process the high incoming orders for several months. “In April, the proportion of companies in the manufacturing sector that reported production disruptions due to a lack of preliminary work was at a record level of more than 40 percent,” said the expert. In addition to the shortage of manufactured intermediate goods, Jannsen also observes transport bottlenecks in shipping. For Andreas Scheuerle, an expert at Dekabank, another aspect is also effective: “Delivery bottlenecks certainly hampered production in April. But they alone do not explain the lower industrial production. Another part of the picture is that the infection situation in Germany is continuing tightened the easing of March again. ”

Production expectations are falling

How could it go on in the future? Apparently, there is a certain skepticism among companies: The production expectations of the industry deteriorated in May after a 30-year high had only been reached in the previous month. The corresponding ifo indicator fell by five to 27 points, as the Ifo Institute announced in its monthly survey of companies. “The picture of production expectations in the individual sectors is very different,” said Ifo expert Klaus Wohlrabe. “The auto industry and its suppliers are significantly lowering their expectations, but continue to expect production increases.” The clothing manufacturers, on the other hand, report for the first time after nine months that they want to expand their production. “Additional boost” The economist Scheuerle emphasizes that the order cushion increased again in April, because orders would develop more strongly than production: “This record high order backlog will secure the recovery in the second half of the year as soon as the bottlenecks ease again.” According to ifw specialist Jannsen, it is currently difficult to predict how long the production disruptions will continue. They would presumably only fade gradually and initially put a brake on the recovery in industry. “As soon as these impairments have been overcome, companies will work off the backlog of orders quickly and industrial production will receive an additional boost.”

The growing shortage of building materials has worsened over the past month. According to a survey by the Ifo Institute, 43.9 percent of the companies in building construction reported that they had problems procuring building materials on time. That was twice as many as in April, when only 23.9 of the companies complained of such problems. Civil engineering was slightly less affected, with 33.5 percent in May. In April only 11.5 percent of the companies reported bottlenecks there. “Capacity utilization in the industry is still high,” said Ifo expert Felix Leiss. But more and more companies are worried about the delivery bottlenecks. ” In addition, there are rapidly rising raw material prices. “The prices for sawn timber have almost exploded in the last few months, the sawmills cannot keep up,” said Leiss. Steel has also become considerably more expensive. Insulation materials and various plastics are also in short supply.

Warning of “unprecedented chaos”

Screw manufacturers also fear bottlenecks. The high capacity utilization, raw material bottlenecks and logistics problems have already plunged the international supply chains into “unprecedented chaos”, said Volker Lederer, chairman of the Association of Screws Wholesale (FDS) to the “Handelsblatt”. If the European Union now also levied additional tariffs on the import of iron and steel fasteners from China, it would “conjure up the perfect storm,” warned Lederer. The EU Commission is currently examining whether to impose anti-dumping duties on suppliers from the People’s Republic. The authorities want to announce by June 22nd whether they will impose temporary punitive tariffs. Lederer warns against making it more difficult for Chinese producers to deliver to Europe: “In order to avoid production line failures in Europe, the domestic economy needs the capacities of the entire Asian procurement market – including China.”

The order situation is still stable

The construction industry is following developments critically, but has not yet suffered any losses in orders. “We have a stable order situation,” said Stephan Rabe from the Main Association of the German Construction Industry (HDB) to the Reuters news agency. In March, the companies reported a record order backlog of 62 billion euros. “The pipeline is full, the companies are working very well.” So far, the association expects sales to stagnate this year. “If the impairments persist beyond the middle of the year, the shortage of materials increases, entire construction sites have to be closed and the prices asked continue to rise, then this will have a negative impact,” said Rabe. Then the sales forecast could not be kept. The problems caused by supply bottlenecks have also widened in German industry as a whole. “Almost four out of five manufacturers now report longer lead times for their raw materials,” said IHS Markit economist Phil Smith, which surveys hundreds of managers every month. A growing number of companies complained about negative consequences for production and new business as a result of the forced downtimes.

They can be found all over the world, including India. But in India, there is a heavy price that thousands of miners working illegally in mica mines in the country are paying. Poor and dangerous working conditions Widow Basanti Mosamat, 40, lives in Jharkhand who specializes in collecting and selling scrap mica for a living. This is her family’s only source of income. Once a week, Mosamat, her father-in-law and her five children hike 10 kilometers into the woods near the village to set up camp and spend a few days sifting for minerals. Picking up mica from dawn to dusk without any protective gear left her hands scratched and bruised. Her eldest daughter has picked up mica since she was 5. The more hands on the job, the more likely the family will have food on the table. “One mica picker is not enough. My father passed away, so I had to help my mother,” she said. 1 kg of shredded mica sells for 7 rupees ($0.10). On a lucky day, the Mosamat family hopes to earn 150 rupees ($2.06). Mica miners. Photo: CNA They are part of India’s 100 million indigenous people known as the Adivasis, who live on the fringes of society with limited government support for health, education, job security and food. “There’s nothing here, a life of hunger and fullness makes it impossible for us to look forward to the future,” Birhor said. Poverty has led some miners to turn to abandoned caves and mines, where there is more mica. However, they do not have lights or protective equipment, only exploiting based on experience. “People can slip and fall somewhere or get kicked in the head. Mining is very difficult. We always have to be vigilant, the mine is likely to collapse at any time. Sometimes one mistake can kill them all,” said Mukesh Bhulla, who started picking up mica as a scared child. In January, there were at least three reports of mine collapses in Koderma and Jharkhand. An estimated 10 to 20 people die each month due to the risks of mica mining. In fact, there are more accidents than are reported. However amateur miners have no choice but to take the risk. “If we didn’t work here, we would all die. There is no other option for the job. What are we going to do?”, shared Dimpi Devi, a mother of three. This makes people like Devi very vulnerable to exploitation, especially when they can’t afford living expenses. If they cannot borrow from mainstream banks, they have to look to usury lenders with interest rates up to 200%/year. “Some people told us they were only allowed to sell mica to their creditors at the price these merchants asked for,” said investigative journalist Peter Bengtsen. He has been monitoring the mica trade in Jharkhand for more than a decade. “Basically, the deal will last until they pay off their debts,” Bengtsen said. Forest management inspections are also common, and miners are sometimes required to pay bribes to keep working. Mosamat said: “The police don’t visit us often, but the rangers keep an eye on us. “There is a network of people manipulating mica mining and they are very powerful,” said Deepak Bara, a freelance journalist based in Jharkhand. Indian children participate in mica mining. Photo: CNA A systemic problem Controversy over mica mining began to surface in the mid-2000s, following investigations into the use of child labor in the industry. According to the International Labor Organization, India has more than 10 million children who are working even though they are not of working age. In particular, the plight of child miners in the mica industry has attracted international media attention. However, according to many journalists and politicians, children born into mica mining families have no choice but to continue the work of their parents. “They have to earn extra income for the family. The government does not have a policy to support children or if it does, it is not effective,” Bara said. In response to growing public concern, several global campaigns have been established. One of them is the Mica Initiative, which intends to eliminate child mining in Jharkhand next year. Members of the campaign include Chanel, L’Oréal and Sephora. Some other brands are also committed to more rigorous testing of the supply chain. However, they must also admit that managing mica sources is very difficult. In 2019, mica exports in India reached more than 37 million USD (according to World Bank data). With so many transactions, brands can’t track exactly where their mica comes from. Yue Jin Tay, business development manager of Circulor, a company that uses blockchain to verify the provenance of minerals in the supply chain, said technology could be part of the solution but more is needed to make it happen. Ethical trading became a common practice. And consumers need to accept that the company has to pay increasing costs to more rigorously examine the supply chain.

Skin cells do not have enough time to regenerate: Night is the time when skin cells regenerate and recover from the damage of the day. If you don’t sleep or don’t get enough sleep, your skin won’t have enough time to regenerate and heal itself, and this will increase your risk of premature aging. Acne: Levels of the stress hormone cortisol are naturally low at night. But if you stay up late and disrupt your sleep cycle, your cortisol levels will remain high, which means that the sebaceous glands are constantly stimulated, making your skin prone to acne. . Enlarged Pores: Another harmful effect of the sebaceous glands being stimulated due to lack of sleep is that the pores will be enlarged and easily clogged. Increased risk of sun damage: Getting enough sleep is essential for the body to produce natural antioxidants. Research shows that a lack of sleep leads to a decrease in the production of antioxidants, which in turn reduces the skin’s ability to protect itself from UV rays. Increased risk of dermatitis: Research has proven that sleep deprivation reduces the number of white blood cells, which in turn reduces the body’s immune function. Therefore, lack of sleep can increase the risk of skin infections. Puffy eyes bigger and darker: The body’s lymphatic system acts as a discharge system, helping the body get rid of toxins and excess fluids. Lack of sleep adversely affects the function of the lymphatic system, causing excess fluid accumulation, leading to puffiness. Dull, pale skin: Lack of sleep disrupts the normal biological cycles of the skin, including the skin renewal cycle at night. This can lead to a buildup of dead cells on the surface of your skin, leaving your skin pale or dull. Psoriasis and eczema: When you don’t get enough sleep, the amount of the stress hormone cortisol in the body will increase, thereby triggering skin conditions such as psoriasis or eczema.

The life of fishermen on Nhon Chau island is increasingly improved. Photo: NGOC OAI Because of difficult life, young men and women left the island to the mainland to make a living, leaving only the elderly, children and women on the island. Because of that, for a long time, Nhon Chau is also known as “old people’s island” or “old people’s island”… Memory Arriving on the island, Mr. Nguyen Duc Battle, Secretary of the Party Committee of Nhon Chau island commune, said that Nhon Chau island not only has the memories of people but also the memories of the purest Vietnamese villages. Indeed, according to culturalist Dinh Ba Hoa (who used to work at Binh Dinh Museum), based on geological and cultural documents left behind, Nhon Chau island has an ancient Vietnamese sea village hundreds of years old. In addition, from the 15th century, the Cham people moved to the island to live, the traces of their residence left on the island are quite clear… In the memory of Mr. Nguyen Van Lem (61 years old), in the past, Nhon Chau was almost isolated in the middle of the sea, living in a situation of scurrying oil lamps. “There are two wells on the island, but the underground circuit produces no water to drink. The most memorable thing is that every night of the drought season, the villagers have to catch every drop of water every night. Terrible suffering. In the past, the villagers of Nhon Chau, even in the middle of the sea, still went to the back of the mountain to grow cassava and upland rice to get food and survive in the midst of harsh winds. Hunger in the middle of the sea for more than a century, but the villagers still cling to the sea and refuse to leave the island…”, Mr. Lem said. It was not until after the liberation day that the people of Nhon Chau officially had their title when they became an island in Quy Nhon city. From here, the inhabitants of the island began to find new livelihoods. They left the mountains to go to the sea to catch and grow seafood. With crabs and fish, islanders sail to the mainland to sell and exchange for food and necessary necessities. However, life still changes day by day. The desire to change fate urges young people to leave the island and go to the mainland, forming a new series of “migratory” days on this island. “In the summer, young people go all the way to the mainland, to the farms or to the companies in the city to apply for a job… Thanks to that, the young generation’s life changes, they inherit more conditions than they do. me the other day,” continued Mr. Lem. Hunger To reach Nhon Chau, we boarded a wooden ship with about 300 horsepower from Quy Nhon port to overcome the waves. The sound of the engine ship was crispy, gliding slowly and steadily through each wave of the rough sea. Sitting by the window of the ship, the clear eyes of Ha Phuong, a native of Nhon Chau island, a student of Quy Nhon University, watched the blue waves of the sea. Phuong said: “I am pursuing my dream of becoming an elementary school teacher at Quy Nhon University”. According to Ha Phuong, the education of children on Nhon Chau island is very difficult. “We only attended high school on the island. Those from high school and above must go to the mainland to study. There are very few children out here going to high school.” Ha Phuong’s father is a fisherman, and his mother works as a porter in the summer to carry construction materials on the island, and in the harsh winter on the island, she almost sits at home. As for Mr. Tran Dinh Van (West village, Nhon Chau island), 35 years old, when he was 15 years old, he started to leave the island to find luck in Ho Chi Minh City, with the desire to escape poverty. However, during nearly 10 years of traveling in foreign lands and his career still did not progress, his heart urged him to return. The opportunity also comes when community-based tourism takes the throne, the islands become a “gold mine” for the tourism industry. So Van decided to return to the island, calling on like-minded friends to embark on tourism. “Initially, the island was in short supply, electricity was intermittent, so tourism was like sea foam. With guests, we take canoes to the island and then use motorbikes to do backpacking tours, sightseeing, setting up tents to light a fire, vegetarian singing along the coast. More and more changing, my group expands and does more methodical tourism than before…”, said Van. With the same aspirations as Van, Nguyen Duc Toan’s journey (26 years old, Dong village) was smoother. Thanks to his experience, his family has economic potential, Toan established a travel company, named Cu Lao Xanh Travel. Toan’s business has been doing well for many years, creating stable jobs for dozens of people and relatives on the island. Revival Cu Lao Xanh meets the criteria of green – clean – beautiful and is an island that has not been affected by the “whirlwind” of tourism and urbanization, so everything is almost intact. The island has many attractive tourist attractions such as: a lighthouse built in 1890, a national flagpole on Thanh Nien island, a freshwater reservoir, Thao Nguyen rock, Yen cape, 3 beaches along with many temples and pagodas. caves, shrines, mausoleums, stone caves, ancient stone fields of the Champa people… Thanks to that, in recent years, people on the island have started to develop community-based tourism. Currently on the island there are 9 quite professional community-based tourism models. In particular, many households are willing to invest billions to build homestay-style tourism infrastructure, green accommodation, cheap … Asked about the economic business of the people on the island, Mr. Ho Nhat Le, Chairman of Nhon Chau Island Commune People’s Committee, was excited: Despite difficult conditions, the people on the island are always curious and creative. Many new production models have been researched or applied effectively by people themselves. In which, the model of raising squid and lobster from the wild has been evaluated successfully, bringing very high economic efficiency to farmers. According to Mr. Le, recently, the “revolution” in electricity has begun to activate, launching many strengths such as community tourism and aquaculture of the people on the island. “The shortages and difficulties of the people on the island are gradually being solved by the State, so basically the life and business on the island changes quite quickly. Trade between the mainland and the people of Nhon Chau has been connected,” Le said. When preparing to board the boat to leave the island, Mr. Le pulled my hand and whispered: When young people accept to leave the mainland and return to the island, it is a good sign for Nhon Chau. Then, the “old island” will wake up and revive as the name Cu Lao Xanh that the first class of Vietnamese residents gave it. In addition to the reconstruction of Nhon Chau island, the authorities of Quy Nhon city and Binh Dinh province are always interested in the areas of health and education for the island. Currently, Nhon Chau has 8 doctors, 23 teachers (mainly teachers born on the island) who are permanently attached to take care of the health and education of the people and children on the island. Nhon Chau began to have good signs…

Previously, Galaxy A52 and Galaxy A72 were expected to launch globally at the end of April. However, it has only appeared in Europe and some other markets, fortunately Vietnam. The Galaxy A series, which is Samsung’s flagship product line, brings huge revenue, but a global chip shortage could have a big impact on this model in the coming quarters. It is currently not clear whether other Samsung product lines or smartphones will be affected. Samsung will soon release a bunch of new devices, including the Galaxy S21 FE and Galaxy Z Fold 3, which will most likely also be affected by their launch dates or production. Qualcomm’s CEO recently stated that in the best-case scenario, the chip shortage will only last until the end of the year, but some say it could continue until 2023. According to Phonearena

Industry “commanders” in the US have voiced the warning of serious consequences caused by the global shortage of chips. Photo: AFP Semiconductor chip supplies have been in short supply for months and the situation shows no sign of abating, prompting insiders to visualize it into the chipageddon crisis. It is a combination of ‘microchip’ (semiconductor chip) and ‘armageddon’ (which excessively means war of destruction). Mr. Glenn O’Donnell, deputy research director at consulting firm Forrester believes that the thirst for semiconductor chips could last until 2023. “As demand will continue to increase while supply will remain limited, We expect this shortfall to continue into 2022 and into 2023, “commented Glenn O’Donnell on his blog. According to the expert’s argument, demand for computers – products using the most advanced chips – will slightly decrease next year but not by much, but data centers, where the machines are located. will be the chip-eaters next year. Mr. Glenn O’Donnell explained: “The deviceization of things is an irresistible trend, coupled with the continued growth of cloud computing and cryptocurrency mining, we see nothing but a boom. short-term explosion on chip demand “. Meanwhile, Mr. Patrick Armstrong, Information Technology Director of Plurimi Investment Managers Fund commented on CNBC that the global shortage of chips will last 18 months. “Not just the auto industry. It’s the phone. It’s also the IoE [một khái niệm kết nối rộng hơn Internet vạn vật (IoT), xoay quanh 4 yếu tố chính: Con người (People), sự vật (Things), dữ liệu (Data) và quá trình (Process)]. There are a lot more products that use chips now than before. “” All of them are connected to the internet, “said Patrick Armstrong. The auto industry has been most adversely affected by the global thirst for chips. Earlier this month, the world’s largest chip maker TSMC (Taiwan) said it could meet the chip demand of the auto industry next June. However, Mr. Armstrong said that this statement by TSMC is too ambitious. “If you listen to Ford, BMW, and Volkswagen, they all claim that there are bottlenecks in capacity and they can’t get the chips needed to build new cars,” Armstrong argued. Meanwhile, Gartner Consulting and Information Technology Research is more optimistic that chip shortages will last throughout 2021, affecting all chip lines and pushing chip prices higher. Gartner analyst Alan Priestley said that chip shortages could improve in some sectors / areas over the next six months, but could continue into 2022. “It (chip shortage – Editor)) will not last any longer, “said Alan Priestley. “The semiconductor industry is increasing capacity, but it still takes time,” he said. In fact, in March Intel announced plans to spend $ 20 billion on two new chip factories in the state of Arizona. The group also said it could build a factory in Europe if it could raise funds for public investment. “Those things will take two or three years before we start realizing their effect,” said Alan Priestley, who said that the investment plans could actually meet demand for semiconductors in future. Mr. Reinhard Ploss, CEO of chip maker Infineon (Germany) last week said that the semiconductor industry is in the region without privileges; at the same time warned to rebalance the demand and supply of semiconductors “obviously will take time”. “I think two years is too long, but we are sure that the current situation will extend into 2022,” said Ploss. “I think the additional capacity will be realized… Hopefully the situation will be more balanced in the next calendar year,” added the German CEO. Wenzhe Zhao, director of the global strategy and economics division at Credit Suisse, said that the shortage in chip supply led to speculation on chip-making hoarding and widening the gap. amid increasing chip demand and supply remains stagnant. According to Wenzhe Zhao, the new semiconductor manufacturing capacity will not be effective until 2022 or later. Wenzhe Zhao noted that there is little action he can do to address the shortage of semiconductors, aside from adjusting orders, production schedules and prices.

The shortage of semiconductor chips globally has a heavy impact on many industries. Artwork: Reuters Some of the world’s top semiconductor buyers, including Apple Inc, Microsoft Corp and Alphabet Inc (Google’s parent company), are working with leading chip makers in the world, such as Intel Corp. , to set up a new lobbying group to promote the US Government to support semiconductor chip manufacturing. The Semiconductors in America Alliance, which includes Amazon Web Services’s Amazon Web Services division, said on May 11 that it urged US lawmakers to provide support for the CHIPS Act for the country. The United States (CHIPS for America Act), which President Joe Biden asked Congress to provide finances worth $ 50 billion. In a letter to congressional bicameral Democrats and Republicans, the coalition said funding for the CHIPS Act would help the United States build the necessary capacity for a more flexible supply chain. to ensure important technologies will be available in the US when needed. Global semiconductor chip shortages hit the auto industry heavily, with Ford Motor Co saying it may have to halve its car production in the second quarter. Automotive industry groups are pressing the Biden administration to secure chip supplies for car factories. However, government officials have been reluctant to use national security laws to divert the supply of computer chips to automakers because they fear it could harm other industries. The new alliance involves companies from other industries using semiconductors, including AT&T, Cisco Systems, General Electric, Hewlett Packard Enterprise and Verizon Communications Inc. However, they warn that the government only supports one industry like the automobile industry. Tech giants, like Apple, are also hit hard by a shortage of semiconductors, but are less severe than automakers. Last month, the iPhone maker said it would lose about $ 3-4 billion in revenue in the second quarter (ending June 2021) due to a shortage of chips. According to Refinitiv estimates, Apple’s second quarter revenue is forecast to reach $ 72.9 billion./.

Many states in southern India are warning to stop sharing medical oxygen with each other, protecting all that is available as their hospitals increasingly “swell” because of the increased number of COVID-19 cases. leap. At an Andhra Pradesh hospital, the family of COVID-19 patients went into a rage when the hospital treating their loved ones suddenly had their oxygen supply interrupted. These are the best evidences of the recurring tragedy in India itself. Despair that enveloped New Delhi – the capital of India, over the past few weeks has now spread across the country. Rural areas with poor health infrastructure are slowly feeling the devastation caused by the COVID-19 tsunami. According to the New York Times , it seems that the COVID-19 crisis in India is entering a new phase. Workers deliver oxygen tanks to a hospital in the states of Jammu and Kashmir. (Photo: AP) The number of COVID-19 cases in New Delhi and Mumbai is slowing down. But elsewhere are now really taking the COVID-19 blow. People questioned New Delhi, home to many of India’s top hospitals and packed with the country’s elite that can’t even handle the massive surge in cases, what will happen in the regions. poor countryside. On the night of May 10, a government hospital in Andhra Pradesh fell into a state of oxygen depletion. Doctors frantically call the providers to ask for help. But when the source could not be found, 11 patients died. The families of the patients, after learning of the news, entered the intensive care unit, screaming and smashing the equipment. TV images show the women holding their heads in despair. Doctors and nurses had to flee and wait for the police to arrive. Despite the aid of other countries, India still has a serious shortage of medical oxygen. More than 20 hospitals were depleted of oxygen, nearly 200 patients died from lack of oxygen. Vaccine campaign is being accelerated, but supply is not enough demand. Many vaccination sites in the states have run out of vaccines and people are still unable to schedule vaccinations. When the COVID-19 tsunami shows no signs of cooling down, the wave of criticism against Prime Minister Narendra Modi has intensified. Many people thought that he declared the victory of the epidemic too soon, causing the country to fall off guard. Modi’s Bharatiya Janata Party (BJP) remains India’s most powerful political organization by far. But the solid wall the party has maintained over the years is showing some cracks. When the second wave of COVID-19s began to strike India, the country almost split into two extremes. New Delhi, Mumbai – the two largest cities in India warned that the number of new infections increased continuously with the infection rate up to 36%. In rural areas, the epidemic has also spread but has not yet strongly exploded, leaving many people leisurely. Currently, the situation in New Delhi and Mumbai is improving. On May 11, New Delhi reported 12,481 new infections, half the number of cases recorded on April 30. The positive rate for COVID-19 decreased to 19%. A mass cremation site on the banks of the Ganges River in Allahabad city, Uttar Pradesh. (Image: Getty Images) In Mumbai, the commercial capital of India, the incidence of infection decreased from 25% to 7%. People began to believe that the epidemic was about to end – something they didn’t dare to think about a few weeks ago. Last month, many hospitals in New Delhi were closed due to lack of oxygen. People are not allowed to be hospitalized to die right in front of the emergency room, in front of the hospital gate, or even on the street. When the situation was less stressful, these hospitals accepted the patients again. At the beginning of April, the infection rate in many rural India was only one digit. But now, this number is skyrocketing. “It’s hard to imagine what’s going on in the rural areas, where infection rates rose from 8% in early April to almost 27% on May 11. “, Professor Rijo M John went to the Indian Institute of Management in Kerala state. According to Mr. John, rural India does not carry out testing much and many patients may be dying because they do not receive treatment. On May 11, Modi’s government dispatched an “oxygen express train” to bring liquid oxygen to COVID-19 hotspots in the southern region. But states need more than that. A few weeks ago, several southern Indian states agreed to share oxygen supplies with each other. This week, some started mentioning ceasing to cooperate. The state government of Kerala says it cannot supply oxygen to neighboring states as it needs to retain the entire supply for the state’s growing demand. Tamil Nadu also made a similar statement, claiming he could not be shared with his poorer neighbor, Andhra Pradesh. Earlier this week in the village of Chausa, Bihar state, people panicked when they found dozens of bodies floating mysteriously on the banks of the Ganges River. No one knows who these people are or how their bodies got there. Even on the evening of May 10, images of decomposing bodies in colorful, bulging and floating bodies floating on the river shook the Indian media. Suspected bodies of COVID-19 have been washed ashore in the Ganges river in the past few days. (Photo: PTI) About 30 bodies have been found, most likely, of patients with COVID-19, officials say. Meanwhile local people said they saw about 100 bodies. “I’ve never seen so many bodies,” Arun Kumar Srivastava, a doctor in Chausa said. When the uneasiness of the villagers of Chausa had not passed, their neighbor witnessed the same scene. Villagers in Gahmar village, Uttar Pradesh state found more than 50 bodies of patients with COVID-19 washed up on the banks of the Ganges River as they passed their villages. Krishna Dutt Mishra, an ambulance driver in Chausa, said many poor people were throwing their loved ones into the river when the cremation price increased from $ 27 (more than 600,000 dong) to 200 dollars (more than 4.6 million dong). At many cremation sites, staff in some places charge five or even 10 times more than the usual price. For many families, this is too much for them.

(Image source: UiPath) On April 21, local time, UiPath, an American AI machine processing automation technology developer and enterprise-level RPA software giant, successfully landed on the New York Stock Exchange under the stock code “PATH”. UiPath’s opening stock price was 65.50 US dollars per share, which was an increase of about 17% from the issue price of 56 US dollars per share. It broke through 70.40 US dollars in midday, and the intraday increase expanded to nearly 26%. As of press time, UiPath’s closing price on the first day was US$69 per share, an increase of more than 23%, and its market value reached US$35.8 billion. Prior to this, UiPath had publicly sold 23.9 million shares for US$56, raising nearly US$1.34 billion. If the underwriters use the green shoe mechanism to choose over-allotment, UiPath will create the third largest software IPO in the history of US stocks based on the total amount of listed financing, second only to Snowflake in September last year and Qualtrics in January this year. At the same time, this is another enterprise-level software unicorn entering the capital market following the successful listing of such giants as Zoom and Snowflake. Moreover, UiPath is the first RPA software platform to land on the US stock market with the highest market value. UiPath is headquartered in New York, USA, mainly for corporate customers to help them build and optimize their Robotic Process Automation (RPA) platform. To put it simply, the role of RPA is to maximize the use of it to replace or assist humans in completing repetitive tasks and tasks in digital devices such as computers, so as to achieve the goal of reducing costs and increasing efficiency and improving work efficiency. For example, in the invoice reimbursement scenario, a large number of invoices are normally sorted by human means, and then summarized into a form and submitted to the enterprise OA system, while the RPA platform directly makes a product interface for invoice collection and reimbursement requests. Employees only It needs to be uploaded by sorting folders, clicking on the relevant button, the platform will wake up the so-called “AI robot” behind it, and process the reimbursement process in an automated manner, simplifying the entire reimbursement process by machine. Main functions and features of RPA (Source: iResearch) In fact, the current RPA market is still relatively small compared to cloud computing, semiconductors and other race tracks. As of the end of 2020, the global RPA market is only about 17 billion US dollars, and it is expected to increase to 30 billion US dollars by the end of 2024. However, the importance of the RPA platform is that if a manufacturing company with a revenue of 20 billion U.S. dollars and 50,000 employees, 20% of its work flow can be completed with RPA automation, it can bring more than 3,000 to it every year. Ten thousand dollars in profit. Zhu Xiaohu, managing director of Jinshajiang Venture Capital Fund, pointed out at last year’s World Artificial Intelligence Conference that the RPA software and service market is a “unmanned economy” of tens of billions of dollars, with huge potential for commercial value. “UiPath’s successful listing means that the capital market can pay attention to and recognize more RPA companies, and it can also play an educational role for customers in various industries.” Liu Chungang, founder and CEO of Yunkuo Technology, said in an exclusive interview with Titanium Media App, Although all walks of life have very strong application requirements for RPA, domestic RPA companies are still in the niche circle of the corporate service track, and have not really “out of the circle.” If UiPath continues to improve in the capital market, it will help more people understand RPA track technology and enterprises. Founded in 2017, Yunkuo Technology is a domestic enterprise-level intelligent RPA platform provider headquartered in Shanghai. In March of this year, Yunkuo Technology completed the B+ round of financing invested by Flaming Capital. Prior to this, the company has received a total of more than 45 million U.S. dollars in investment from well-known investment institutions such as Sequoia Capital China Fund, Jinshajiang Venture Capital, B Trend Capital, and Shenzhen Venture Capital. Zhou Tianen, an analyst at Head Leopard Research Institute, told Titanium Media App that the listing of UiPath has positive significance for the industry. “Because of its high growth and high gross profit, it is extremely good among SaaS companies. UiPath proved that the revenue model based on licensing revenue, operation and maintenance and technical support is feasible and the business model has high potential; and, due to the penetration rate of RPA in China Low, UiPath’s good revenue growth model can prove that China’s RPA market space needs to be tapped, and domestic RPA companies may take the opportunity to accelerate their deployment.” Zhou Tianen said. High growth + high gross profit + high retention rate behind RPA star stocks The story of UIPath development began in 2005. Self-taught programmer Daniel Dines (Daniel Dines) chose to leave after working in the SQL server agent development department of Microsoft Corporation in Seattle for 5 years. He established the predecessor of UIPath DeskOver in Romania through the formation of a 10-person technical team. It mainly provides technical outsourcing consulting services for companies such as IBM, Microsoft, and Google, and also develops some automation products. In 2013, the Indian business process outsourcing (BPO) company hopes that DeskOver can provide its customers with software for automated tasks. Although Deans’ company does not focus on RPA technology, he sees business opportunities. Soon, DeskOver attracted the attention of Yahoo. In 2015, it received financing to develop an enterprise-level RPA platform, officially renamed “UiPath”, and fully transformed into RPA technology research and development. Today, UiPath has become a leader in the RPA field. According to the “2019 RPA Magic Quadrant Research Report” released by Gartner, the top 5 global RPA tracks are UiPath, Automation Anywhere, Blue Prism, NICE and Pegasystems. Compared with other similar companies, the secret of UiPath’s success lies in its unique product service capabilities. UiPath relies on its three intelligent automation platforms, from discovery, construction, management, operation, participation in a total of five major eighteen products, Realize to provide customers with end-to-end automated service solutions . UiPath’s business model is to help customers deploy more unattended, manned, testing and AI robots through the platform to save time, improve efficiency and create business value. According to the prospectus, UiPath’s revenues for fiscal year 2019, fiscal year 2020, and fiscal year 2021 as of January 31 were US$148 million, US$336 million, and US$608 million, respectively; gross profit was US$100 million, US$276 million, 540 million U.S. dollars; operating losses were 257 million U.S. dollars, 517 million U.S. dollars, and 110 million U.S. dollars; net losses were 262 million U.S. dollars, 520 million U.S. dollars, and 92.39 million U.S. dollars. The main reason for UiPath’s loss is that UiPath’s sales expenses and R&D expenses are relatively high. In the fiscal year 2019, fiscal year 2020, and fiscal year 2021 ending on January 31, UiPath sales and marketing expenses reached 190 million U.S. dollars, 483 million U.S. dollars, and 380 million U.S. dollars; R&D expenditures were 66.92 million U.S. dollars, 131 million U.S. dollars, 101 million US dollars. Specific profit model , UiPath generates revenue by providing an automated platform to collect subscription fees from customers. Usually start from a single project and gradually expand to the department and the company as a whole, thereby further improving the company’s degree of automation and work efficiency. At present, the company’s revenue sources are divided into two parts: licenses and maintenance and support, accounting for approximately 6:4. Customer retention rate is as high as 96%. The prospectus shows that in the fiscal year 2019, fiscal year 2020, and fiscal year 2021 as of January 31, UiPath authorized revenue was 94.91 million U.S. dollars, 200 million U.S. dollars, and 346 million U.S. dollars; maintenance support business income was 47.287 million U.S. dollars, 120 million U.S. dollars and 232 million U.S. dollars. Currently, UiPath has nearly 8,000 customers. Among the famous Fortune 500 companies such as Bank of America, Toyota Motor, General Electric and Adobe, 61% are UiPath customers, and 80% of the Fortune 10 companies are customers. UiPath’s customer information (Source: IPO roadshow PPT) Another thing worth noting is that In the past eight quarters, UiPath’s quarterly revenue growth rate has stabilized at around 80% year-on-year, while gross profit margin has continued to rise, reaching a staggering 90%. Moreover, as the company’s cost control capabilities are constantly improving, in the fiscal year ending January 31, 2021, UiPath has twice achieved profitability. In general, UiPath leverages its leading position in the RPA field, In 5 years, revenue has grown from US$1 million in revenue to US$600 million, and it has achieved high gross profit and high retention rate. It is one of the fastest growing SaaS companies in history. Strong revenue capabilities and improved profitability have pushed UiPath’s valuation upward. The company’s valuation after its F round (Pre-IPO round) financing in February this year has reached 35 billion U.S. dollars. UiPath financing history (Source: TechCrunch) According to data from CrunchBase, before the IPO, UiPath had raised a total of US$2 billion through 27 investors and 8 rounds of financing. Among them, the A round and B round were led by Accel Capital and Google’s CapitalG. Star institutional investors such as Tencent Investment and Sequoia Capital participated in the subsequent rounds. Will low-code technology impact the RPA market? Compared with China’s RPA market with a scale of less than 1 billion, the low-code application development technology (LCAP) is more favored by the outside world, and giants such as Ali and Tencent are even hotter. On January 14, 2021, Alibaba’s DingTalk officially released version 6.0, and launched DingDingYida and other low-code development tools. Enterprise application development can be deployed through a “drag and drop” method. The “low-code development” model based on the integration of cloud nails allows users who do not understand the code to quickly develop new applications. The so-called low-code development refers to a development model in which applications can be quickly generated without coding (0 code) or with a small amount of code. According to the “2021 China Low-Code/No-Code Market Research Report” released by the Haibi Research Institute in January this year, the overall market size of China’s low-code application development technology has reached 1.9 billion, with a compound growth rate of 49.5% in the next five years. This means that by 2025, the scale of the low-code market is expected to exceed 6 billion yuan. In an interview with VentureBeat, the CEO of process technology provider Celonis, Alexander Rinke bluntly stated that the combination of process technology and low-code automation can replace automation technologies such as RPA+AI and is even more effective than traditional RPA. And extensible. He believes that the low-code technology movement is constantly impacting the development of the global RPA market. In this regard, Liu Chungang does not agree with this statement. He pointed out that RPA is an application branch area under AI technology, and low-code is a graphical programming technology. RPA and low-code technology complement each other, and the two technologies are not mutually replaceable. “Although there are some common requirements, I think low-code and RPA solve different problems. RPA solves the problem of repetitive operations in existing software systems, while low-code solves the development cost and development cost of lightweight applications. The issue of efficiency. I believe that the combination of RPA and low-code technologies can provide customers with better solutions and solve practical problems more efficiently.” Liu Chungang said to the Titanium Media App. It is reported that Yunkuo Technology has released a new low-code product Encoo ViCode based on the Encoo RPA platform, which can be seamlessly integrated with Yunku RPA products. With the non-intrusive and flexible configuration characteristics of RPA, it can build multiple systems and multiple systems. Complete closed-loop application of the data source, and complete the company’s complete product line layout in RPA+LCAP. (Image source: Yunkuo Technology) Zhou Tianen believes that from an application perspective, low-code technology has added more room for imagination to the RPA market. In the past, RPA is more suitable for large enterprises, and the cost of RPA for small and medium enterprises is relatively high. The low-code technology can reduce the user’s difficulty. “First, designing the RPA process based on graphical operations can reduce the amount of code writing, enhance the application experience of non-IT technicians, and increase the speed of RPA development; second, low code helps to quickly design workflows and accelerate business application delivery. Reduce the development threshold and the initial cost of training and deployment. RPA+ low-code platform can be applied to smaller-scale enterprises than before, so the overall market space of RPA increases.” Zhou Tianen told Titan Media App that low-code is the development trend of RPA And the potential business model, there will be more RPA vendors launching low-code or no-code editors in the future. Zhou Tianen emphasized that there is no contradiction between low-code and RPA, and their respective characteristics are different. RPA is applied to the operation interface of different systems to help employees cope with repetitive and regular tasks; low-code development platforms help companies to reduce the amount of code. Reduce development costs and flexibly update and iterate. Why hasn’t the Chinese version of UiPath been born yet? The epidemic has accelerated the process of unmanned office and digital construction, and has allowed RPA to continue to “out of the circle”. According to Forrester’s enterprise survey, at the end of 2019, RPA technology ranked the lowest among all enterprise automation system deployments; and by 2020, the ranking of RPA technology has risen to the first place. During our visit, we found that no matter whether it is Cloud Expansion Technology, the RPA+AI service provider Laiye Technology that announced financing within a few hours before UiPath’s listing, or Hongji Cyclone, Daguan Data, etc., no one dares to claim that they are ” Chinese version of UiPath”. Regardless of company size or global market share, Chinese local RPA companies are far from UiPath and Blue Prism. China RPA Industry Chain (Source: Head Leopard Research Institute) Zhou Tianen told the Titanium Media App that there are three main reasons for this: 1. RPA is an industry born according to the needs of enterprise applications. The digital transformation of the business process of large Chinese enterprises is later than that of the United States, and the demand for RPA is less. Therefore, the establishment of enterprises such as Cloud Expansion and Laiye is later than UiPath, and it is normal that the scale is smaller than that of international leading enterprises; 2. The penetration rate of China’s RPA market is still lower than that of countries and regions with high labor costs such as the United States and Europe, and the business volume of local RPA companies will be less and the pace will be slow; 3. It is difficult for local RPA suppliers to touch the market of competing multinational companies, whose RPA needs are all occupied by UiPath. For Chinese RPA suppliers, it is more difficult to compete with UiPath. However, Zhou Tianen also emphasized that the RPA needs of many local companies in China have yet to be developed. If the cloud expands and wins the market competition in this field, the size of the enterprise will be very considerable, and conservative estimates will very likely reach the scale of UiPath. In an exclusive interview with Titanium Media App, Liu Chungang said that the relative cheapness of labor costs and the adequacy of labor have led Chinese companies to use automated software systems to improve operational efficiency and accelerate digital transformation. The urgency of the demand is relatively higher than that of foreign companies. low. “Nowadays, with the country’s advocacy for accelerating the digital development of various industries and the growing demand for more agile tools for companies themselves to face internal and external challenges, corporate executives have begun to pay attention to RPA technology. This is a very critical signal for change.” Liu Chungang It is believed that good companies never lack investment, and Chinese RPA companies will continue to grow rapidly. The fact is that the focus of enterprises has begun to shift from integrating external resource elements to tapping internal management. Actively looking for tools to improve internal management efficiency is a key element for enterprises to optimize processes and improve labor productivity. Therefore, RPA software is on the eve of a full-blown explosion. Liu Chungang emphasized that as Chinese companies continue to increase their demand for digitalization, intelligence, and informatization, a giant like UiPath will surely appear on the RPA track in China in the future. This is what he believes. However, he did not mention who will eventually become the Chinese version of UiPath. (This article first published Titanium Media App, author｜Lin Zhijia, editor｜Gai Hongda)

Drug shortages and medical hypoxia in India when the “tsunami” of COVID-19 swept through unintentionally to help the mercenaries, although many volunteers are still trying to support people on Twitter and Instagram. In the eastern Indian city of Patna, Pranay Puji runs from pharmacy to pharmacy looking for remdesivir for his seriously ill mother. The lack of oxygen in Indian hospitals is severe. (Artwork: Times of India) Finally, a pharmacist told him that if he wanted to buy this drug he had to go to the black market. The supply is offered at 100,000 rupees (1,340 USD), 30 times more expensive than the normal price and 3 times the average monthly income of an office worker in India. Punj then got the medicine from a distant relative whose wife just died of COVID-19. But the “nightmare” has only just begun. In the middle of the night, he received a phone call informing the hospital was running out of oxygen, pushing his mother’s situation into a more pressing situation. “A few hours ago, we managed to give my mother a very expensive hospital bed in a private hospital and move her there.” , I said. Similar heartbreaking stories unfold across India. Desperate people went to social media to ask for support with beds, oxygen and medicine. Although “Pharmacy of the world”, Indian drug manufacturers are unable to meet demand for antivirals such as remdesivir and favipiravir. In the northern city of Lucknow, Mr. Ahmed Abbas has just bought a 46-liter oxygen tank for 45,000 rubles ($ 602), nine times more expensive than the normal price. “They told me to pay first and come to them to pick up the goods the next day”, Abbas said. Indian Prime Minister Narendra Modi, who is being criticized for allowing mass events during the epidemic, said on April 20 that India was “making an effort” to increase supplies of medical goods. “One solution to this crisis is to create a stockpile of antiviral drugs when case numbers are low, but that has not been done.” , Says Raman GaiGaik, infectious disease specialist at Sahyadri Hospital, Pune. The remdesivir manufacturers responded Indian Express Last week the government asked them to stop production from January when the number of infections dropped. As the number of cases increased at a record speed, the Indian government did not take much action while health workers and residents were worried. “My friend is desperate … we tried all the government help lines but no one responded to (and) most of the oxygen providers turned off the phone”, Zain Zaidi, sales manager at a hotel in Lucknow said. “I just found a supplier but he charges 20,000 rupees. I have to buy it no matter what.” The 34-year-old man told AFP in a shocked voice before hanging up. Sheet Times of India reported that the average cost of an oxygen tank has “skyrocketed”, to 20,000 to 25,000 rupees, about 250-330 dollars. The viral advertisement on the oxygen tank costs 30,000 rupees (about 400 USD). Another offered it for 35,000 rupees, about $ 460. According to World Bank data, the gross national income per capita (GNI) in India is $ 2,120 per year. India is not the only country lacking oxygen. The WHO said 25 countries around the world reported a spike in oxygen demand, mainly in Africa. Brazil, Mexico, Peru, Egypt, Nigeria and other countries all reported equipment shortages as the number of COVID-19 cases increased, and more people turned to the black market. According to WHO estimates, more than half a million COVID-19 patients need daily oxygen therapy. That means 1.1 million oxygen cylinders per day.

Oxygen infusion is an important treatment for lethal virus positive patients. However, on April 22, 6 hospitals in India announced this essential item. According to the Indian Express If the country of 1.3 billion people continues to report hundreds of thousands of new cases every day, the demand for medical oxygen cylinders will rise sharply in 12 states of India. The case crisis caused the price of these medical devices to skyrocket. According to the Times of India , to buy an oxygen tank, the buyer has to spend 250–330 USD. Even, many advertisements for selling oxygen cylinders with prices ranging from 400–460 USD appeared rampant on social networks. Share with AFP On April 22, an Indian man said he had to pay $ 600 per bottle of oxygen, which was nine times higher than before the outbreak. According to World Bank data, the total annual income of the people of India is only about $ 2,120. The number of Coivd-19 infections in India has skyrocketed, making the price of medical oxygen cylinders extremely expensive here. Photo: Getty. The World Health Organization (WHO) said that the demand for medical oxygen is skyrocketing in 25 countries around the world, especially Africa. More than half a million patients with Covid-19 require oxygen therapy every day, meaning hospitals need 1.1 million oxygen cylinders to use within 24 hours. Brazil, Mexico, Peru, Egypt, Nigeria and other countries all declared a shortage of oxygen tanks as the number of cases increased. Worth mentioning, families of critical patients are forced to find and buy medical oxygen cylinders on the black market to save their loved ones’ lives. According to the Guardian, in Peru by 2020, the price of an oxygen tank was once pushed up to $ 1,000. In the UK, the Washington Post notes that a woman pays $ 1,300 for an oxygen tank, 1,000% more expensive than usual. According to the New York Times The 7-fold increase in the demand for medical oxygen in Mexico has enabled the black market to thrive. There are disputes and blocking of oxygen vehicles in some places, local reports say. Not long after, the price of medical oxygen cylinders sold on the black market had tripled. Brazil also experiences medical oxygen deficiencies during times of alarming number of cases. In Manaus, a city in Brazil, to buy a 50-liter oxygen tank, families have to pay nearly $ 1,200, 6.5 times more expensive than usual. However, the black market is not the only reason why the price of this medical device soared. Traffic and infrastructure are also factors that make this happen. Medical oxygen is usually produced by factories and cooled during transportation. In developed countries, oxygen is usually transported in a liquid form, making them less space-consuming and saving on transportation costs. However, the underdeveloped countries are only capable of transporting medical oxygen as a gas. Compared to the central hospital in London, hospitals in Kenya and Nigeria have to pay five to ten times more to buy a medical oxygen tank, according to the Press Bureau in the UK. According to the The Times At Mexico’s most difficult times, an oxygen tank cost more than $ 800, 10 times the cost of a US hospital. According to the Indian Express Most states in India have diverted oxygen production. Instead of serving industrial needs like the manufacture of steel, iron and glass, oxygen will be used largely for medical purposes. However, transportation in the country of 1.3 billion people remains a major obstacle. In particular, the centers of medical oxygen production are concentrated mainly in the East, while the demand for this item is increasing in other areas. The logistics costs were padded, pushing the price of an oxygen tank five times, from about $ 5 to $ 26. All India Radio News said the Indian police have been straightforward to prevent the proliferation of the “black oxygen” market. The state government of Uttar Pradesh announced that it would invoke the National Security Act and the Black Society Act to combat these marketing practices. In addition, in response to the crisis, India is planning to import 50,000 tons of medical oxygen. At the same time, the country is also setting up the “Oxygen Express” train to supply states severely affected by the epidemic. This train will depart from the Bokaro steel plant, carrying liquid oxygen. The Indian government has received much criticism for not upgrading its infrastructure from scratch to avoid the current shortages. “We did not plan this shortage even though we knew the second crisis was coming,” Dr. Lalit Kant, an epidemiologist, told the BBC.

The semiconductor shortage is due to the growing demand for technology products as consumers globally continue to work from home. This makes the need to own a computer essential for home work applications as well as the need for the latest game consoles (such as Sony’s PlayStation 5) and hardware. The semiconductor shortage not only disrupted production but even affected vehicle design and production, Peugeot announced it would stop installing the digital instrument cluster on the 308 instead. use analog clock. The decommissioning will affect both Land Rover and Jaguar models as the XE, XF and F-Type are all produced at the Castle Bromwich plant. Along with that, both the Land Rover Discovery Sport and the Range Rover Evoque currently produced at the Halewood factory will be discontinued. Land Rover’s Solihull plant will continue to produce normally, while its other factories in Slovakia, Brazil and China will continue unaffected. “Like the other manufacturers, we are currently experiencing some supply chain disruption of Covid-19. This includes the globally available supply, which is currently in effect,” said JLR spokesperson. our production schedule and our ability to meet global demand for some models We are working closely with the affected suppliers to solve problems and minimize effects on customer orders if possible “./.

The shortage of chips is the biggest challenge that this business is facing, Griffiths said. Volkswagen logo at a dealership of this company in Hamm, Germany. (Photo: AFP / VNA) Seat’s Martorell factory, located on the outskirts of Barcelona, ​​only makes models that receive chips from suppliers, Griffiths said. Volkswagen expects chip supplies to remain tight in the coming months. Last month, Volkswagen Chief Executive Officer Herbert Diess said it was unable to produce 100,000 cars due to a shortage of chips and it would be difficult to make up for the shortage in 2021. According to Volkswagen, the shortage of chips is exacerbated by a snowstorm in Texas (USA), and major chip manufacturers based in the region have to stop production or reduce production. Therefore, this company cannot rule out the possibility of further adjustments to production activities.

Volkswagen logo at a dealership of this company in Hamm, Germany. Photo: AFP / VNA In an interview with the Financial Times, Mr. Wayne Griffiths, President of Seat brand in Spain, Volkswagen said he had received notification from suppliers as well as from Volkswagen Group about the significant challenges in the second quarter. could be even more difficult than the first quarter. Mr. Griffiths said that the shortage of chips is the biggest challenge that this business is facing. Seat’s Martorell factory, located on the outskirts of Barcelona, ​​only makes models that have received chips from suppliers, Griffiths said. Volkswagen expects chip supplies to remain tight in the coming months. Last month, Volkswagen CEO Herbert Diess said the company was unable to produce 100,000 vehicles due to chip shortages and it would be difficult to make up for the shortage in 2021. According to Volkswagen, the shortage of chips is exacerbated by a snowstorm in Texas (USA), and major chip manufacturers based in the region have to stop production or reduce production. Therefore, the firm cannot rule out the possibility of having to make further adjustments to production activities.

Semiconductor chips are an important component of modern electronics that can be found in thousands of products used every day, including cars, computers, smartphones and medical devices … These chips are the brains of all electronic devices, performing functions ranging from repetitive tasks like memory and microprocessors, to complex tasks like intelligence. artificial and high-end graphics. Semiconductor chips, which have a relatively low price, have suddenly become a scarce commodity. Jordan Wu, co-founder and CEO of Himax Technologies Co., told Bloomberg: “I’ve never seen anything like this in the past 20 years, since the company was founded. Every industry lacks chips ”. President Joe Biden with the chip model in a press conference at the White House, before signing an executive order to prevent a shortage of semiconductor supplies with the US economy, on 24/2. Photo: REUTERS The global chip crisis is believed to have been rooted in a miscalculation when the Covid-19 pandemic broke out last year. With the epidemic spreading from China to the globe, many companies predict that consumers will reduce the time spent using technology equipment. However, when “stuck” in the home, consumers begin to buy more technology devices: Add laptops so their children can learn from afar; buy a handheld game machine, an oil-free fryer, a blender … to make life less boring. There has been a comparison to call the Covid-19 epidemic “a prolonged Black Friday event”.
Meanwhile, car manufacturers were also affected by the pandemic. They were forced to shut down factories during a period of social isolation, when demand declined because customers were unable to visit stores. They ask suppliers to stop shipping components, including chips, which are increasingly essential to cars. By the end of last year, consumers started going out but restricted the use of public transport. Automakers reopened and turned to chipmakers like TSMC (Taiwan), Samsung (South Korea), and of course had to wait in line. Chip makers have been unable to accommodate soaring demand for their very loyal customers.
The shortages are aggravated this year, due to a series of disruptions. For example, the Japanese Renesas Electronics chip factory caught fire, the drought in the “country of the chip” Taiwan (China), and the cold spell in Texas (USA) caused the factories of Samsung, NXP Semiconductors and Infineon there to temporarily stopped working. “Everything right now is no different from hell,” said Frank McKay, CPO of Jabil – a company that buys billions of dollars of chips each year to assemble products for customers including Apple, Amazon, Cisco Systems and Tesla – to speak. Every day, Frank said, his company faced a shortage of about 100 components and had to negotiate as hard as possible to get it.
The difficulty of manufacturers
Limited supply of semiconductor chips is not a new issue, but what has happened is often related to specific chips. Consumers around the globe now compete fiercely for a cheaper chip made in old factories, when it is a fact that these factories are difficult to upgrade.
For example, the supply of integrated microchips for automotive systems is particularly in short supply as they are typically manufactured on 8-inch wide silicon (wafer) discs, instead of more high-end 12-inch panels. But no company builds more production lines because they are not profitable. Sumco Corp – one of the leading wafer manufacturers, has reported production capacity of an 8-inch equipment line to be around 5,000 panels a month by 2020 – less than in 2017. The purchase of new equipment and Starting with lower productivity means producers’ costs go up.
Meanwhile, the US, Japan and Germany – the world’s largest car makers – are making moves to put pressure on major chipmakers in Asia, forcing them to prioritize chip lines. In-car use up above the needs of other customers, which include smartphone and computer makers. The governments of these three countries fear that the car industry will slow down, or even cut production due to lack of chips, threatening domestic jobs and economic recovery after the pandemic. However, according to insiders, the political pressure to force chipmakers to prioritize demand from carmakers only exacerbates the realities of the supply chain.
“We have to renegotiate with a number of customers and at the same time have to respond to requests from the government to prioritize the production of chips used in the car manufacturing industry, which plays an important role. “This is in contrast to before, when chip manufacturing on a first come first served basis”, said Mark Liu – Chairman of TSMC.
Just a bubble?
The technology war between the US and China, which took place before the outbreak of the Covid-19 pandemic, is also believed to have had negative effects on the supply chain. As Washington imposed restrictions on China’s Huawei Group’s access to key US technologies, it increased stockpiling of components as much as possible. Many other Chinese companies, which fear they will fall into the same situation, do the same way Huawei has. The result has spiked demand for chips and components.
On April 12, Huawei directly blamed the United States for indirectly causing a global crisis, arguing that Washington’s sanctions on Chinese technology companies have caused love. “panic procurement” of components and chips, causing supply chain disruptions. “Apparently unreasonable US sanctions against Huawei and other Chinese companies have created a component shortage across the industry, and this could completely cause a crisis. global ”- said Eric Xu – Huawei’s rotating chairman.
However, companies are still uncertain about the current “thirst” for chips. For them, great demand comes from a series of hedge orders, stockpiling efforts or even the determination to take market share from competitors, thereby creating the “semiconductor chip bubble” on market. TSMC President Liu acknowledged that most customers want to order more than twice as much as they need to minimize the risk of supply chain disruptions caused by geopolitical tensions.
“The current strong demand won’t last forever, because buyers won’t buy five phones or five cars at a time. I worry that there will be adjustments when one of the big players in the industry takes action, and orders will start to decline, ”a leader in the chip supply chain told Nikkei Asia. “I’ve never seen anything like this in the last 20 years since the company was founded. Every industry lacks chips.” – Co-Founder and CEO of Himax Technologies J ordan Wu

News from the Financial Association (Shanghai, edited by Xiaoxiang), Intel Corp. CEO Pat Gelsinger (Pat Gelsinger) said on Thursday that global chip supply shortages may continue for another two years. Prior to this, the US semiconductor giant’s latest earnings performance was unsatisfactory.

Kissinger said, The tight supply that has affected certain areas of the global economy for several months will continue until more production capacity comes online to meet the chip demand for all kinds of commodities, from automobiles to electronic products.

“It will take a while before more production capacity is invested, just like building a new factory,” he said in an interview.

The new CEO of Intel, who took office only in February of this year, proposed an ambitious strategy this month: In addition to manufacturing semiconductors to meet its own needs, Intel will also become a major chip foundry. The plan includes spending commitments to spend $20 billion to build two new semiconductor factories in Arizona.

Kissinger said, “This year is a crucial year for Intel.”

Earlier this month, the White House met with executives from the chip and other industries to negotiate what actions should be taken to solve the core shortage problem and strengthen the US chip manufacturing industry. US President Biden had previously promised to solve the problem of chip shortages. In his huge infrastructure spending plan, 50 billion US dollars will be used in the semiconductor industry.

Intel may benefit from bipartisan support for American chip companies, for example, it is bidding for a Pentagon contract.

Of course, Intel’s desire to become a chip foundry is obviously not completely barrier-free. The company has tried to enter this market before, but it did not go smoothly. Intel’s main competitors in the chip industry, TSMC and Samsung, are preparing to expand their business through tens of billions of dollars in spending plans. TSMC last week increased its capital expenditure plan for this year to US$30 billion, while Samsung plans to invest US$116 billion by 2030 to diversify its chip production.

Intel’s traditional position is also currently facing challenges. Nvidia surpassed Intel last year to become the most valuable chip company in the United States. Nvidia also said this month that it will start selling CPUs for data centers. For a long time, this market has been dominated by Intel.

Intel’s financial report data released on Thursday showed that revenue in the first quarter fell 1% to US$19.7 billion, and net profit fell 41% to US$3.4 billion, dragged down by a legal settlement fee. Excluding the memory business and other items to be sold, revenue for the quarter was US$18.6 billion and net profit was US$5.7 billion. Intel shares fell 2.11% in after-hours trading.

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Russian President Vladimir Putin. Accordingly, the Kremlin on April 23 said that Russian President Vladimir Putin signed a decree on the application of measures to influence the bad actions of foreign countries. The statement from the Kremlin stated: “Mr. Vladimir Putin signed the decree on the application of response measures to foreign acts of bad will”. Specifically, Russia will limit the number of employees that can be recruited at diplomatic missions of countries that act inadvertent to Russia, the number of which exceeds the Russian government determined will be suspended . For this decree, diplomatic missions, consulates and offices of foreign government organizations acting unfriendly to Russia, Russian citizens or legal entities, will be faced with restricts, or even outright ban on, the use of Russian citizens. The Russian government is expected to identify a list of unfavorable foreign states and then adopt the countermeasures set up under the decree. Reportedly, the move above comes in the context of Russia and Western countries recently repeatedly expelled diplomats in the mutual diplomatic retaliation measures.

Research shows that skin regeneration slows down and dead cells can prevent skin from getting the nutrients it needs when you are sleep deprived. This results in dull and dull skin. Conversely, when you get enough sleep, new cells are produced healthy. Lack of sleep also affects the moisture and pH of the skin. As a result, the skin can become dehydrated, increasing the appearance of wrinkles. Lack of sleep makes facial skin dull, lack of vitality. Photo: theriseandshine. Decreased collagen production Collagen is very important to the skin because it helps filter toxins and give structure to your skin. Currently, there are many ways to stimulate collagen production through diet, dietary supplements, and skin care procedures. Sleep is one of the best ways to keep your skin looking healthy as well as reduce the appearance of wrinkles. Over time, the lack of sleep affects the elasticity of the skin, which over time causes acne and melasma. Therefore, you should maintain adequate collagen levels through sleeping 8 hours a day to slow signs of aging. The reduction of collagen causes the skin to appear wrinkles quickly. Photo: Freepik. Better blood circulation During sleep, blood flow to the skin increases, leaving skin young and healthy. Without adequate rest, blood vessels dilate, causing dark circles. In addition, lack of sleep makes your eyes swollen, creating a tired and lifeless look. Reduces melatonin production Melatonin is the natural hormone that regulates sleep. Staying up late and being exposed to light suppresses melatonin production, causing tired skin. Today, more and more skin care products contain the melatonin formula. This hormone can produce a number of antioxidants and enzymes that help block UV damage. These antioxidants come naturally when you don’t sleep too late. When your body produces enough melatonin, your skin will better control environmental stressors, helping to maintain a youthful appearance. You should sleep enough 8 hours / day to rest your skin. Photo: Stocksy.

The perseverance of the Tesla female car owner surnamed Zhang in Henan (pictured) is admirable. With the company’s arrogant attitude, many people have long since retreated. (Picture/Network)

The female human rights defender jumped onto the Tesla car and shouted at the Shanghai Auto Show, attracting national attention. Online comments sarcastically said: “The interests of Tesla users are above all else, but they cannot be higher than the roof of the car!” (Photo/Internet)

After the incident caused heated discussion on the Internet, it was named and criticized by the Central Political and Legal Committee, the Commission for Discipline Inspection, and the Xinhua News Agency. It was also featured on CCTV’s “News Broadcast”, and the company issued a statement “Respect for Consumers and Laws and Regulations”. Later, after the Market Supervision Bureau ordered the payment of the driving data, Tesla discovered that there was something wrong, issued an apology in the middle of the night, and promised to cooperate fully with the investigation.

Along with the criticism of Tesla, Tesla’s stock price was also affected, falling 3.4%, and the market value evaporated by about 156.8 billion yuan (Taiwan dollar 678.7 billion). Unexpectedly, the rights protection incident had not subsided, and another accident occurred in Guangzhou where Tesla hit a wall and overturned and caught fire. The owner died on the spot. The continuous disturbances have caused problems for Tesla’s brand image. Many car owners who booked Tesla have chosen to give up their deposit and return their cars. There are also rumors in the market that some insurance companies have begun to consider not underwriting Tesla’s auto insurance.

According to the media’s public statistics, the 2020 Tesla vehicle quality accident dispute. (Picture/Network)

In addition to Musk’s great image and fame, the Tesla store’s good sales are also the main reason. The hot-selling model Model 3 in 2020 is setting a record almost every month, with annual sales reaching 137,459, which is the highest in the new energy vehicle year. champion. However, this phenomenon has changed rapidly since the beginning of this year. According to official data, the year-on-year growth rate of both Weilai and Xiaopeng Motors in the first quarter of this year was more than 400%. Although Tesla’s total shipments won the championship, the year-on-year growth rate was only 109%. , Inferior. The decline in Tesla’s shipments is also occurring in the United States. The New Car Quality Research (IQS) report in the US market puts Tesla at the bottom of the rankings. In the 2020 US Consumer Reports reliability rankings, Tesla ranks second from the bottom. .

In this conflict of rights protection, Tesla first stubbornly responded to consumers: “Never compromise with unreasonable demands”, and then softened in the middle of the night: “Do our best to satisfy the demands of car owners.” The attitude change took less than a day. . Some netizens perceive the overtones from the apology statement, believing that this is only Tesla’s slow-down strategy, and the final conclusion is still: “Tesla users’ interests are above all else, but they cannot be higher than the roof of the car!” Tesla is very likely. Continue to fight confusion and wars of attrition, and use various methods to slap this consumer dispute, in order to lengthen the battle line and lengthy lawsuits to deter customers who intend to follow suit.

(Source: Zhongshi News Network)

Source: GPLP Rhino Finance (ID: gplpcn)

On April 19, Changan Automobile (000625.SZ) released its 2020 annual performance report, achieving operating income of 84.566 billion yuan, a year-on-year increase of 19.79%, reaching a historical peak; achieving a net profit of 3.324 billion yuan, a year-on-year turnaround; net profit after deduction The profit still lost 3.25 billion yuan.

And in the first quarter of 2021, Changan Automobile surpassed Geely in sales of its own brand passenger vehicles.

However, behind the dazzling sales volume, Changan Automobile still has performance anxiety.

Behind the merger of “1Malaysia”, the status of joint venture brands is declining

In the history of Changan Automobile’s joint venture, there have been Suzuki, Peugeot Citroen, Mazda, Ford, etc., but Changan Suzuki and Changan Peugeot Citroen have become history, leaving only Changan Mazda and Changan Ford.

According to the production and sales report of Changan Automobile in the first quarter of 2021, the sales of Changan Ford and Changan Mazda were 64,400 and 29,300 respectively. In 2020, the total sales volume of the two joint ventures, Changan Ford and Changan Mazda, was only 500,000, and the total sales volume of the joint venture was one-fourth of the total sales volume of Changan Automobile.

It is understood that in 2016, Changan Automobile’s net profit was 10.3 billion yuan, and Changan Automobile’s net profit from Changan Ford was as high as 9.1 billion yuan, accounting for 88% of Changan Automobile’s net profit. In 2017, the profit ratio was 85%. It can be said that Changan Ford is the main force in the profitability of Changan Automobile.

By 2020, Changan Ford’s net profit is only 15.7534 million yuan, and the income has been left behind by Changan’s own brand. Compared with Changan Ford, Changan Mazda is in a better position. Changan Automobile has gained 724 million yuan in revenue, but it is also facing a decline in gross profit and profit.

(Source: Changan Automobile’s 2020 Annual Report)

It is worth noting that there are recent rumors that Changan Mazda and FAW Mazda will merge. Mazda (China) told GPLP Rhino Finance that it has not heard of this news and will not comment on speculative reports by individual media.

However, Changan Automobile is making every effort to promote the development of its own brands, and the importance of joint venture brands to Changan Automobile has declined.

The high-end market has just started, and new energy vehicles are still lacking

It is understood that Changan Automobile now owns Changan Automobile, Auchan Automobile, Kaicheng Automobile and other independent automobile brands, and produces and sells joint venture brand models through joint ventures Changan Ford and Changan Mazda.

The product lineup includes CS series, Yidong series, UNI, Auchan series, Shenqi series, etc.; joint venture brands include Fox, Forex, Sharp, Sharp, explorer, adventurer, Angkerra, CX-5, CX-8, CX-30 and other products.

However, it can be found that without Changan Ford and Changan Mazda, there is no product in the Changan Automobile product camp for the high-end market. Domestic independent brand manufacturers are already deploying in the high-end market. Great Wall Motor has WEY and Geely Automobile has also established Lynk & Co. These two brands have received good market feedback.

In contrast, Changan Automobile launched the new CS75Plus in the fourth quarter of 2019, and since the launch of the UNI-T model in the second quarter of 2020, and in March 2021, Changan Automobile’s high-end mid-size SUV UNI-K was launched, but these products have yet to show signs of going out. . Changan Automobile’s high-end transformation has a long way to go.

In addition, subject to the policies of the new energy industry, the decline of financial subsidies, the new energy double points system (the proportion of new energy vehicles is further expanded, and the new energy points of bicycles are reduced by 20%-40%), and the issuance of domestic industry standards, Changan Automobile needs to increase its R&D investment in battery safety application research, big data monitoring, on-board alarms, and thermal runaway suppression. It is understood that Changan Automobile’s R&D investment in 2020 will be 4.142 billion yuan.

At present, Changan Automobile has built new energy models such as Yidong EV, New Benben EV and CS15EV. However, according to the annual report, Changan Automobile will sell 34,926 new energy passenger vehicles in 2020, and 2,187 new energy commercial vehicles. Its new energy vehicle sales account for less than 4% of its total sales.

However, it is understood that in May 2020, Changan Automobile increased its capital in Changan Weilai New Energy Automobile Technology Co., Ltd. After the capital increase was completed, Changan Weilai New Energy Automobile Technology Co., Ltd. changed from a joint venture to a subsidiary. At the same time, it is reported that Changan Automobile, Huawei and CATL will jointly build high-end electric smart brands and enter the field of new energy vehicles.

At the Shanghai International Auto Show on April 19, Changan Automobile also announced that it will launch 26 new smart electric vehicles in the next five years. The first two smart electric vehicles will be unveiled this year.

However, in the eyes of the outside world, regardless of the high-end brand or the new energy transformation, Changan Automobile is always slower than its peers.

(This article is for reference only, does not constitute investment advice, and operates at your own risk accordingly)

Photo source: Internet Hair loss is a disorder that occurs when more hair is lost than it grows. In some cases, hair does not continue to grow, leading to baldness or bald patches. On average, you lose 25 to 100 hairs per day. If you have this hair problem, every day the number of hair loss can be more than 100. The disease is divided into 3 types: Alopecia areata – bald patches on the head; Whole hair loss – complete loss of hair in the scalp; Loss of hair (hair) for the whole body – loss of all body hair. Depending on the cause, this may be temporary or may last. Hair loss can be stressful, but it can also be a sign of an underlying medical condition. Talk to your doctor if this continues and worsens. What is the lack of a lot of hair loss? When the body does not absorb and synthesize one or more of the following nutrients, it will cause hair loss. The protein This nutrient plays a role in the structure of hair and assists in the production of collagen for healthy hair. When you have a deficiency in keratinization, your hair becomes weaker. Specific signs such as: dryness, excessive hair loss, fibrous hair, … Vitamin A healthy and beautiful hair when it is full of vitamins such as: Vitamin C, Vitamin E, Vitamin A, Vitamin B, … In which, each vitamin will play a certain role: Vitamin C has antioxidant properties that prevent free radicals from attacking. When the hair follicles are deficient in this vitamin, they will easily break, lose due to environmental factors such as dirt, chemicals, … Vitamin E is known for its moisturizing and hydrating properties. As a result, your hair will become smoother and smoother. Vitamin A helps to stimulate production and support the growth of hair cells. Vitamin B facilitates the growth of hair follicles and ensures a smooth metabolism in the hair follicles. Mineral To possess healthy and undamaged hair, it is impossible not to mention the role of minerals. Specifically: Zinc is responsible for hormone balancing. When hair lacks this substance will cause the concentration of DHT (dihydrotestosterone) to increase, causing hair loss. Iron is used to produce red blood cells and transport nutrients to other organs in the body, including hair follicles. Iron deficiency leads to anemia and prevents the transfer of nutrients to the hair. As a result, hair becomes weak and fragile. Silica helps hair to fully absorb nutrients. Sulfur helps nourish hair deep from the inside and promotes hair growth. Calcium: Known to be an important nutrient for bones and joints. It also has the same effect as hair. You will have healthy hair when your body has a balanced calcium content.

In the Middle Ages, the castles were where the royal family lived. They live together under the protection of bodyguards, soldiers … Today, the old castles are often renovated into museums. Only a handful of people choose to live in a castle like Yulia. She was born in Russia but raised in Germany. Currently, Yulia lives and works in Spain. While in Germany, Yulia had the experience of living in a castle built in 1482. The castle was not owned by Yulia, but she lived there for 2 years. The reason is that Yulia and her husband suggested the castle owner let them live here. In return, they will repair and renovate the castle. When Yulia first arrived at the castle, things were still medieval. For example, the interior space is kept warm with wood and there is no running water. According to Bored Panda, the castle looks intact despite many battles. It is not as flashy as the fairytale castles, but it is enough for the Yulia couple and 6 cats to live. Since there is a large forest around the castle, cats can freely go foraging. Yulia said she still provided them with adequate food. Even the money Yulia spent to buy food for 6 cats is more than it is spent on herself. Since coming to live in the castle, Yulia has remodeled many things, starting with the kitchen. She bought an oven and installed a sink. Water for daily life is well water. In addition, electricity sometimes flickers. The Russian girl admits that life here is no different from the Middle Ages. According to Yulia, the couple never intended to modernize the castle. They simply repaired small things like doors and balconies, installed telephone lines and the Internet and blocked holes to prevent mice and bugs from entering. Responding to Bored Panda, Yulia said she could not complete the castle renovation while living here. Since this is a historic site, major renovation projects need to go through many levels of management. Currently, a part of the castle is being used as a hotel for people working remotely. In the photo, the interior is used by Yulia for the renovation. She made her own bed and kitchen cabinets out of wood. Yulia’s cats love to stay near a fireplace in winter. According to Yulia, when winter comes, indoor temperatures can drop below 8 degrees Celsius. In summer, the temperature in the castle is not better (about 40 degrees C). Another difficulty is that many wild animals often appear around the castle. “People shouldn’t think only rich people live in castles. Not many people live a few nights here,” she said. The castle inherently has a toilet inside. The toilet repaired by Yulia looks like a wooden chair with an ashtray beside it. The zipper on the picture is not for draining but to call the servant to clean. To drain the water, you will have to rush it. Yulia loves everything related to the Middle Ages, and her dress reflects that. “If you are having mental problems, leave modern life and try to be like your ancestors. Spend extra time on yourself instead of getting into the cycle of work,” she said.

Solar power is being encouraged to use, contributing to creating more clean energy sources, towards the goal of green and sustainable electricity development. Immediately after the Politburo issued Resolution 55-NQ / TW, on February 11, 2020 on the national energy development strategic orientation, the provincial People’s Committee directed the Department of Industry and Trade to coordinate with related agencies and units. research, advise and propose rooftop power development. Department of Industry and Trade proposed the Ministry of Industry and Trade to supplement the planning for 2 solar power plants in Viet Yen and Yen The; solar power projects in industrial zones and clusters with a total capacity of 2,320 MVA. Households in Luc Ngan district install solar power system on the roof. Photo provided by CTV. Mr. Nguyen Duc Hoan, Deputy Director of the Department of Industry and Trade, informed that although power companies stopped connecting and purchased solar power in the case of installation after December 31, 2020, it is only temporary. In general, the State has a mechanism to develop solar power with many attractive policies such as: Buying solar power at high prices, purchasing time lasts 20 years, commercial banks facilitate maximum loans from 70 -80% value of solar power projects in a period of 5-8 years. With the above advantages, many individuals, businesses (DN) and units have been encouraged to take advantage of this energy source. By the end of December 31, 2020, the whole province had 607 customers installing rooftop solar power system with a total installed capacity of 15,936.46 kWp. In which, 10 are enterprises with a total installed capacity of more than 100 kWp or more, the rest are households and non-business units. It is known that since 2017, the province has implemented rooftop solar power development programs in a number of different forms, but mainly supported the installation of pilot models, demonstrations for the purpose of evaluation and replication. power saving; At the same time, it will support 10 state agencies to participate in the use of solar power in the near future. At this time, the Department is assigning the Center for Industrial Promotion and Trade Promotion to assist the People’s Committee of Luc Ngan district to install solar bulbs in the district People’s Committee square. The results and orientations of the province show that the development of solar power in the locality is increasing in both quantity and scale, especially in enterprises. This policy, in the immediate future, has brought about a clear effect, contributing to reducing the pressure, saving costs of developing transmission lines and using clean energy sources. Solve the expired solar battery problem The electricity obtained from the sun is clean energy, but when the solar panels expire, they become garbage, which is very dangerous. According to specialized agencies, the average service life of solar panels ranges from 10 to 20 years, depending on the location and the environment where it is installed. However, the handling of expired panels so far has not had a specific direction. A representative of the leadership of the Department of Industry and Trade – a permanent unit to advise on this content, said that in a written consultation with the Provincial People’s Committee on the development of rooftop power projects, the unit has not yet proposed specific measures for Dispose of the panels when the battery expires. By the end of December 31, 2020, the whole province had 607 customers installing rooftop solar power system, total installed capacity was 15,936.46 kWp. In which, 10 enterprises with a total installed capacity of more than 100 kWp or more, the rest are households and non-business units “. Mr. Nguyen Duc Hoan, Deputy Director of Department of Industry and Trade Discussing this issue with Mr. Nguyen Ba Trinh, an expert from the Department of Environmental Protection (Department of Natural Resources and Environment), it is known that the solar cell when its expiry date is hazardous waste. The disposal of this waste is very difficult, if not handled properly but burying in the wrong regulations, it will pollute the soil and water environment due to generation of heavy metals or toxic emissions. In the event of a fire the battery is capable of harming human health. There is only one unit in the province, Hoa Binh Industrial Waste Treatment and Recycling Joint Stock Company (Yen Dung) that is eligible to handle this type of waste, but the scale of treatment of the enterprise is small. Mr. Trinh also added that, according to Article 68 of the Law on Environmental Protection, the environmental protection responsibilities of owners of production, business and service establishments must “collect, classify, store, treat and dispose of. disposal of solid waste in accordance with the law ”, that is, the investor is responsible for handling the battery when it expires. Therefore, it may be worrisome that, after the expiration of its use term, households dispose of solar panels with domestic waste, do not hire the unit to collect, transport and dispose of it. Unattended authorities. Or the owner of the panel is not able to handle or dispose of the panel into the environment. Thus, solar power development associated with environmental sustainability has not been paid attention. New authorities focus on planning and encouraging expansion to reduce pressure on the national grid without giving specific solutions to handle solar cells when they expire. Some comments said that the functional agencies, especially the Department of Industry and Trade, the standing unit to advise on this content, should soon offer solutions to handle solar batteries after the expiration of use. Hoang Phuong

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Text｜36氪 Yuan Silai Edit｜Qiao Qian Text｜36氪 Yuan Silai Edit｜Qiao Qian When Mo Jun received a call from the supplier at one o’clock in the morning, he hadn’t been able to sleep well for a long time. The female voice in the receiver can’t be heard tired. After a routine apology, she brought an unexpected bad news: the chip was out of stock and the product could not be delivered. Recently, as the person in charge of a certain IoT product, Mo Jun has heard too many such remarks. He just said a few perfunctory words, hung up the phone, and pulled the supplier into the blacklist. Of course, Mo Jun knew how tight the market is now. He wondered if he should find a stronger sales, one that could grab the goods from others, to ease the anxiety in front of him. His colleagues in charge of the supply chain ran to the south very early, squatting at the door of parts manufacturers to “grab food.” Every morning, when I see the person in charge at work, I will come up to inquire: how much can I provide today? When will it arrive? Is it from Japan, Vietnam, South Korea, the Philippines or from Shanghai? Mo Jun and the others had to change the design time and time again to adapt to the current dilemma. Even some products that are about to be mass-produced must be overthrown and replaced with parts that can be delivered. Chips that used to have to be picked are now ready to use and available as soon as they are available. The industry has begun to circulate a variety of stories that evade the life-threatening serial calls of purchasers: suppliers shut down, do not respond to emails, skip orders by drawing pay from the bottom, or simply play and disappear. Out of stock, it is no longer the anxiety of Mo Jun and the others. Mobile phones, computers, IoT, and automotive chips are in short supply across the board. Even the small and medium-capacity memory chips that were previously available in sufficient quantities will also be in short supply in 2021. The big manufacturers are also doomed: Samsung has postponed the new note update, the iPhone is facing a shortage, Ford temporarily closed its SUV factory in Kentucky, and Audi’s 10,000 employees have nothing to do… The big guys are complaining: Lu Weibing, vice president of Xiaomi Group, posted on Weibo: “This year the chip is too short, not a shortage, it is extremely lacking”; Qualcomm CEO said in an interview that he could not sleep all night because of the lack of chips. Just like dominoes, the shortage of small wafers will eventually cast a shadow over the huge global consumer electronics market. How did this “core shortage” storm happen? How do the anxious and helpless people in the industrial chain fight their backs?

In a hurry

The semiconductor industry used to be far away from the public’s vision. This industry is actually equivalent to providing “blood” for the TMT industry. There are three modes of operation: the Fabless (factory-free) mode that is only responsible for design, such as Qualcomm and MediaTek; IDM (Integrated Device Manufacture) model, such as Samsung, Intel and Texas Instruments; and finally Foundry (foundry) such as TSMC, Power Semiconductor Manufacturing Co., and SMIC.

The global shortage of chips this time is stuck in the manufacturing links of Foundry and IDM.

At the corporate briefing at the end of last year, Power Semiconductor’s chairman Huang Chongren gave data that proves that “the supply and demand of the chip industry has been extremely imbalanced”: In the past five years, in addition to TSMC and Samsung actively expanding the production capacity of advanced processes, other crystal The production capacity increase of the mature process of the Yuan foundry factory is very small, and the growth rate is less than 5%. However, the growth rate of global wafer capacity demand from 2020 to 2021 will reach 30-35%.

The chips are cut from wafers of different sizes. The most widely used is 8-inch wafers. 5G radio frequency chips, car control chips, and fingerprint recognition chips are all made from it. But in recent years, manufacturers have begun to favor 12-inch wafers, which can be used on smaller and more advanced chips, and 8-inch wafer fabs have been shut down one after another. The epidemic has intensified the 8-inch wafer production reduction, but the 12-inch wafer has just started and the production capacity is limited, and it is impossible to fill the 8-inch wafer production vacancy.

In fact, the foundry is already working at full capacity. In the first quarter of this year, the total revenue of the world’s top ten wafer foundries increased by as much as 20%. Because it is unable to cope with the influx of orders, Samsung has begun to expand the outsourcing of general-purpose computer chips. Power Semiconductor Manufacturing Co.’s two 8-inch wafer fabs and three 12-inch wafer fabs have reached 100% capacity.

Huang Chongren said that the current capacity of 12-inch wafers is 100,000, and the capacity is so full that even the margin of two or three hundred pieces can not be squeezed out. This will naturally make customers feel “panic”.

Because customers need more full “blood” to meet their rapid growth.

“Including the development of 5G, as well as the large-scale growth of Netcom products brought about by the epidemic: TVs, set-top boxes, panels, including 5G mobile phones. It is not only an increase in quantity, but also the capacity of the memory matched on each product. Or increase.” Zhu Di, director of the product marketing department of Winbond Electronics (Suzhou), told 36Kr.

Especially in the mobile phone industry, after the head company stalled, there was a big gap in the mobile phone market in the second half of last year.

“But one left, three came,” Li Wei, who works for a mobile phone company, told 36Kr. Instead, this industry is full of long-lost passion. Everyone is eager to seize the rare window of opportunity.

Originally, they were used to the material shortage. But on Monday, August 17, 2020, the United States renewed its export management regulations. Huawei not only cannot produce chips by itself, but also cannot buy from third-party manufacturers such as MediaTek and Qualcomm.

The instructions of Li Wei’s bosses came one after another: “Take inventory now, how many things are needed, and write down the requirements.” The employees in charge of the core materials stayed up day and night, calling everywhere for goods with dark circles under their eyes. The occasional relaxing time is to go to a nearby food stall to have a supper.

How many orders have been added by manufacturers is not uniform. Li Wei learned that Xiaomi, OPPO, and vivo have all added more than 10% of their orders, adding tens of millions of mobile phones in a short period of time. But what Mo Jun heard was that Xiaomi directly doubled the amount.

The actual data may be in the middle point. According to a report from “Nikkei Asia”, Xiaomi has convened suppliers to provide mobile phone parts and accessories in 2021. It is expected to purchase up to 240 million mobile phone accessories this year, and Xiaomi’s global shipments in 2020 will be 146 million. According to this statement, Xiaomi Chip orders in 2021 have increased by 70%.

“Now that a huge market is exposed, everyone is robbing it, but it really can’t be taken. What is the equivalent? There are three dogs here, looking at the big bone in the middle, they want to get it. As a result, each dog is tied to a chain. Can’t get it.” An employee of a mobile phone manufacturer described it like this. The words are not good, but vivid.

Chip supply may be the thickest chain. 5G mobile phones not only have a large demand for core chips, but the number of logic devices on them, such as power management chips, driver chips, etc., are more than that of 4G mobile phones.

Mobile phone manufacturers squeeze out factory production capacity, which will indirectly affect their fabless counterparts. If the domino of “capacity” is overturned, storage, power supply, and radio frequency chips will eventually become anxious.

In fact, many people have already heard the sound of falling dominoes.

Lin Fei works as an e-commerce planner in the IoT department of a company. In December last year, the crisis hadn’t really hit our eyes because the business was doing so well in the second half of the year, and the bonuses were so high that colleagues in other departments would be jealous. Of course, in 2021, they will have to do it again. But when the department met, the leaders began to warn everyone: “Next year may be difficult to do, and production capacity will be insufficient.”

The leader, who had always been quiet, began to leak anxieties from time to time. At an inter-departmental horizontal communication meeting with colleagues in the product department at the end of the year, the other party asked if there were any other questions as usual. The leader banged the table three times, half serious and half joking to the department on the other side of the screen. Toutoulian said: “Inventory, inventory, inventory.”

Lin Fei than the leader realized afterwards that the inventory problem is still after the New Year this year. Suddenly, in almost every regular meeting, the leaders repeatedly emphasized the supply problem, and if they were anxious, they would get angry with the regional person in charge: the goods are already insufficient, why do you have to pick it?

Obviously the situation is much more serious than Lin Fei knows. It’s hard for him to see the leader recently. For half of the week, he spends a half of the week in Shenzhen and drinks a lot of alcohol. Sometimes the sound of a meeting in the morning is also exhausted after a hangover: “Everyone must pay attention to the issue of stock outs. The stomach will explode after drinking.”

Resources are skewed to products with higher gross profit and large agents, but the supply is still in short supply. “I thought it was very likely that the epidemic would gradually ease, and then there would be a solution when the time comes, and production capacity may slowly recover, but it turns out that there is really no.” Lin Fei said.

What’s interesting is that Lin Fei’s out-of-stock “arsenic” has become the “honey” for some small semiconductor foundries. Chip shortages have led to a short but golden seller’s market, and opportunities for small factories to enter the supply chain of large customers have emerged.

After the fall, Mo Jun had to use some suppliers that he hadn’t liked before. For the same material, Mo Jun found three suppliers, but one of them always failed to deliver. Later, the opponent of that manufacturer found Mo Jun and pryed at the corner of the other party at the dinner table: This company supplies you less and your friends supply more. If you find us, we can meet your needs.

Mo Jun asked the manufacturer to confront him, and the other party admitted that they had indeed allocated part of the production capacity to a friend because the other party “placed the order earlier”-this argument obviously cannot quell Mo Jun’s dissatisfaction.

The other party did not want to lose Mo Jun, a big customer, and kept apologizing, but also invited dinner to apologize, but the defection in the very period made Mo Jun hard to let go, “This is not enough to support the strength.” This “Mandarin” sounds ordinary, But it is often a prelude to a break between the two sides.

Xia Yunfeng, who works in a PC parts factory, has no such good luck. Their suppliers clearly stood in line and told him very firmly: no more new orders, because we want to keep our original customers.

Xia Yunfeng was kicked from one foundry to another, and even the suppliers he often cooperated with did not dare to promise to place orders. The last unfamiliar manufacturer took over the hot potato, “It’s really sending charcoal in the snow.” He was relieved.

But this tone only relaxed for less than 24 hours.

The next day, the supplier’s workshop suffered a fire and stopped production. The moment he saw the news, his head began to tighten again. There was still a fluke: it was the car chip that caught fire, and it won’t affect us. He didn’t know until the other top executives came over that his own chips were also produced in that factory. Their delivery date was postponed to October. This made Xia Yunfeng’s emotions almost collapsed, “I feel hopeless.”

Xia Yunfeng can only go back to the previous suppliers, or whatever, let them divide the spot, “give as much as you can.” Of course, double the price will do.

Chaos

The first domino fell, and the whole situation was irreversible.

There is a lag in the chip industry. Generally speaking, the foundry will keep inventory for three or even six months. When the inventory is exhausted, it is already half a year later to purchase again. “Ordinary TSMC chips take 13 weeks (almost 3 months). For example, the delivery cycle of automotive chips may take at least 6 months. This will cause problems.” Soitec’s strategic development of high-end wafer substrates in China Director Zhang Wanpeng said to 36 krypton.

The early warning mechanism of the supply chain can easily fail. In this industry, many companies are unable to make a slightly more accurate plan for future demand and supply.

Li Liuqi, the founder of Hard City, remembers that when there is no shortage of chips, the wait for more than 12 weeks will seem too long. Everyone is accustomed to the smooth operation of this chain, and it seems to be a matter of course to deliver on time. Once an emergency occurs, the entire industry will immediately fall into a chain panic.

Like Lin Fei’s leadership, Xia Yunfeng actually noticed that the operation of the chain began to stagnate very early: in June last year, Xia Yunfeng found that the product shipments he was responsible for were increasing exponentially, but the supply-side production capacity did not increase. He has a foreboding that if this continues, chip production capacity will inevitably be tight.

During an internal meeting, he told everyone: We should find a supplier who can guarantee the supply. It doesn’t matter if the price is higher. But my colleagues disagree, and they have not felt out of stock yet. It is more important to get a low price.

“I think the reason for the greater lack of cores is that the entire industry has not done well enough in capacity, or planning and risk control.” Zhang Wanpeng told 36Kr.

The most typical is the automobile industry-the automobile is also the hardest hit area for this lack of core. According to a report by the Bernstein Research Institute, due to chip problems in 2021, global automobile production will be reduced by 2 to 4.5 million vehicles, accounting for approximately 2-5% of annual production.

This shock in the automotive industry is largely due to excessive fear of the global epidemic and misjudgment of market resilience.

The middle level of a star electric car company clearly remembers that there was actually a stock of chips at the beginning of last year. By April, the global epidemic had not improved, and auto companies’ sales expectations for complete vehicles fell to a pessimistic trough. Bosch and China, the world’s largest and second-largest auto parts suppliers, also cut orders, directly leading to chip foundries. Follow up to reduce orders.

With the reduction of production capacity and the basic shutdown in Europe at that time, packaging and testing were not possible, and logistics were basically suspended. For downstream manufacturers, shortage of goods is a high probability event in the next few months.

But manufacturers soon discovered that car sales were not as bad as expected. But it is too late for them to add orders. The restart of the production line will not happen overnight, and the excess wafers have long been used to make mobile phones and other types of chips.

“As soon as the order was cut, the 8-inch wafer line was snatched away and could not be snatched back. Some product cycles take 6 months, and it is useless to use a knife to force it.” The middle-level said.

Even large automobile manufacturers can hardly require chip factories to expand their production capacity in the short term. Winbond said at the corporate briefing that their monthly production capacity has increased from 54,000 pieces last year to 57,000 pieces, although only a few percent increase. Winbond invested NT$13 billion to expand production in Kaohsiung, but it will not be able to start trial production until the first half of 2022, and mass production will have to wait until the second half of 2022.

The industry has fallen into chaos, panic buying has spread, and many customers have doubled or tripled their orders. The bubble is flooding, and the mixed speculators are hyping up, and the price of a material can be tenfold from the factory to the final transaction.

However, major foundries have concerns. TSMC, which has a $100 billion expansion plan, has also shown prudence. Chairman Liu Deyin said in an interview: “28 nanometers seems to be in short supply now, but in fact, global production capacity is still greater than demand.”

A factory has an investment of tens of billions at every turn. Before the demand is squeezed out, even OEM giants dare not rush to make a move. Once the supply and demand cycle is mismatched and the rhythm is chaotic, the huge sunk costs are likely to drag down the entire enterprise.

As for the flow of bubbles and tides, it is often difficult for even superb trendy people to identify them. In the middle of last year, the constraints of production capacity have actually been eased. At that time, many manufacturers began to worry that their chips could not be sold. Mo Jun receives phone calls from manufacturers about dinner appointments. The sincerity of “inviting guests” makes it hard to resist. Even if you eat in the company cafeteria, the salesperson of the other party will sit opposite, “I can’t get rid of it.”

What made Mo Jun uncomfortable was that he ordered the other party’s goods, and it didn’t take long for the manufacturer to tell him: “We are out of stock, I suggest you go find XXX”-that is the opponent’s competitor.

It turned out that this factory had a new abacus when the chip industry was in turmoil. They couldn’t make a big move in the consumer electronics industry and had always wanted to transform. It just so happened that the shortage of automotive chips became clearer. They simply turned all the wafers into cars. Chips, I want to take this opportunity to cut into the car market.

Mo Jun had to accept this result. In business, business, the rules of “business” in extraordinary times are more straightforward: stores bully customers, and customers bully shop.

The second supplier that Xia Yunfeng’s PC parts factory has been cooperating with has been looking for top OEMs for production. As soon as the production capacity is tight, their profits and priorities are not ranked in the other side, and they naturally become the target of squeeze. In the last second supply, we could only find other alternatives, but it failed after three productions.

Xia Yunfeng was desperate, because even the head company personally went off to compete for resources. The top 3 PC manufacturers will directly send people to the site, and they will snatch them when they see the goods, and they will not give the “friends” the slightest opportunity.

Xia Yunfeng’s supply chain director kept meeting with key suppliers for dinner and drinking. Coupled with personal emotional bombardment, the other party finally let go and agreed to give some spot to ease their current crisis.

In this season, how much the company wants to reduce the price of raw materials OKR has long become a blank letter. In private, everyone knows that this year, if there are goods, it is good to be able to deliver on time. There is no way to consider the price.

In January, TSMC and other foundries considered raising the price of automotive chip foundry again. Among them, TSMC holds a large number of shares in the world advanced considering the highest price increase of 15%.

This is called super hot run (SHR, super urgent) in the industry. The foundry will transfer part of the production capacity to deal with the emergency situation of the order, but it will increase the price by about 20%.

“Now when I encounter a chip, even if it has increased by 100 times, I still have to buy it. There is no way.” An executive of a new car maker was also helpless.

response

In extraordinary times, many companies have to enter the zero inventory production model.

Wang Quansheng, who works for a large multinational in-vehicle chip company, told 36Kr that he had never experienced such a lack of resources. Wang Quansheng watched the inventory number change from tens of thousands, little by little to thousands, and finally “0”. A few months ago, they started zero inventory production.

Zero inventory production is actually the future direction of the manufacturing industry in the era of the Internet and big data, which may lead to disruptive changes in manufacturing efficiency and costs.

However, this battle for chips brought the “future” to come early, and many companies were caught off guard.

Wang Quansheng’s production plan must be very meticulous. In weekly meetings, the leaders will predict the timeline of the next batch of goods in advance, which day they will arrive at the headquarters and which day they will be able to arrive in the country.

The chip transportation time is compressed to one-third of the previous one, and the time must be accurate to the hour. In the past, chips were shipped by sea, and it took three days at the earliest to ship to the country. After unloading, it will be sent to the factory where Wang Quansheng is located for inspection, and then sent for PCBA (Printed Circuit Board + Assembly) processing. The entire process takes at least 5 days.

All current chips are transported by air, and the cost is three times that of sea transportation. It costs thousands of dollars at a time. Even if there is only one chip, it can still fly.

The discs made into film rolls are transported to the cargo plane. When they take off from foreign airports, it is usually 2 o’clock in the morning, and it is just dawn when they arrive at the domestic customs. If you are lucky and are not sampled, they will be shipped out of the customs gate in 3 or 4 hours and loaded onto the logistics truck that has already been waiting at the gate. At dusk, the chip will enter the PCBA workshop. The pre-inspection link in the factory is omitted. The chip goes directly to the PCBA production line. The PCBA board is sent to the Wang Quansheng company’s factory in the evening of the next day, and it is made into a finished chip overnight.

In this way, they can guarantee to shorten the delivery time from 5 days to 2 days.

Wang Quansheng is responsible for production allocation, docking sales and supply chain. He was accustomed to foreign companies not working overtime, so he had to start “996”.

This is a new test for Wang Quansheng and his company. Every link of theirs must enter into fine management, and the connection between links is tight to the extreme. Flight delays, customs inspections, and traffic jams during peak periods will affect the entire production process.

The delay of four or five hours can still be remedied. Wang Quansheng will contact logistics. After departing from the customs, a truck is equipped with two drivers, and the truck will not be disconnected. If the chip arrives more than 6 hours late, it is necessary to adjust the production line, arrange to work overtime until late at night, or increase the shift.

Wang Quansheng remembered that the longest delay was a whole day. After 7 o’clock that morning, Wang Quansheng received a call from a colleague: The entire shipment was randomly inspected. Next, they kept calling, asking when they could leave the customs. It was not until the evening that the batch of chips was sampled, and the production line was still suspended because of the long delay. After the finished product left the factory, they arranged two drivers for the truck and drove it for three consecutive days and delivered it to southern customers.

It’s not just transportation delays that have to worry about, but natural and man-made disasters around the world are enough to make them panic.

Renesas, the world’s third-largest automotive chip manufacturer, halted production at the Naka fab in Ibaraki Prefecture in February due to an earthquake for half a month, and in March due to a fire. Renesas’ customers include Honda, Toyota, Nissan, and Nomura. Securities has made an assessment that from April to June, the output of major Japanese automakers may decrease by 1.2 million vehicles. And Blizzard in Texas in the United States led to the closure of five foundries of Samsung, Infineon, NXP and Skorpios, of which three were foundries with 8-inch wafers.

When this intensifying battle for chips will come to an end, there are divergent opinions. Wang Quansheng and his colleagues chatted, thinking that the lack of chips will continue until the end of the year. Xia Yunfeng is not so optimistic. He thinks it will be 2022. He realizes that when uncertainty is flooding the surroundings, it may be more advantageous to hold this view: in the short term, there can be no illusions about the situation getting better.

In fact, the grass-snake gray line of this industry turmoil has long been hidden there. Cyclical fluctuations were originally the norm in every industry. If you can’t take precautions, you may repeat the panic again and again. After the turmoil is over, perhaps more companies can learn to change. Manage supply and demand well, be more foresighted, and predict the future more optimistically.

Specific to the chip industry, “large foundries have begun to work more closely with major customers to promote customized processes and evaluate future production capacity, which can effectively prevent chip supply from becoming unstable.” Zhang Wanpeng said.

Source: 36kr

Ukrainian tennis beauty Angelina Dimova became a famous social media model after not being successful with her favorite sport. She became famous for her sexy image and lack of fashion on the training ground. Contributing in young tournaments in 2012, but did not achieve any remarkable achievements, so three years ago, the beautiful Ukraine turned to modeling. Taking full advantage of owning a hot body and sexy dress, Angelina Dimova has attracted a large number of fans. Her lack of cloth on the training ground burns the eyes of her fans. Before that, an “anonymous” beauty was criticized by netizens for appearing on the “aristocratic playground” in dark pants, but denounced the lack of subtle underwear marks. Not to mention color, just wearing thin pants, revealing things that should have been hidden, is a minus point of beauty. Another “anonymous” girl in China also caught attention on the tennis court with short pants like underwear. The training pants look like protective pants but do not have any protective fabric, revealing the third circle, making the opposite person “blush”. Many beauties prefer revealing outfits on tennis courts such as low-necked shirts and short skirts. Tennis courts are one of the virtual places that young people love. However, the series “breaking” the rules on the field is not appreciated for losing the aristocracy of this high-end sport. One felt that revealing clothing did not match the sporty nature of the sport any more, these were sports that were considered aristocratic. Photo: Internet. Invite readers to watch the video “Destroying warehouses containing nearly 8,000 smuggled fashion products”. Source: CT City.

By Marilina Görz y Moratalla, SWR, and Jan-Philipp Hein The counter-espionage of the Federal Office for the Protection of the Constitution is said to have so far found no evidence that the fugitive former Wirecard board member Jan Marsalek was tied to Russian intelligence services. However, the search continues. That writes the special investigator of the Wirecard investigation committee, the former Berlin Justice Senator Wolfgang Wieland (Greens), in his investigation report, the SWR is present. At the end of November, the committee of inquiry commissioned Wieland to deal specifically with the contacts of the former DAX group with secret services. In his report, Wieland also mentions that Marsalek’s colleague on the board, Susanne Steidl, reported to the Munich public prosecutor that Marsalek had “requested and received a complete annual data set of Wirecard business partners to be forwarded to the BND”. The Wieland paper does not reveal what kind of data it was about. But: The BND excludes “verifiably” from ever having received it. For Wieland, therefore, the question arises who received it instead.

The special investigator Wieland does not feel adequately informed by the federal government. Image: picture alliance / dpa / dpa-Zentral A spokesman for Steidl says this SWR– Inquiry: “The BND was a customer like many others.” Therefore, the process from summer 2019 was not unusual. It was also anonymous data, such as can be bought from other service providers. To this day, Steidl does not know what Marsalek did with the data.

“Ignorance of the intelligence services”

Shortly after the collapse of the then DAX group in the early summer of last year – this is also shown by documents supporting the SWR are available – the Federal Chancellery and various security authorities began investigating Wirecard and the fleeting top manager Marsalek after inquiries from the press and parliament. Shortly after his disappearance, he was said to have had close relationships with Russian secret services. But neither the BND nor the Office for the Protection of the Constitution want Marsalek and Wirecard to be on their radar. “As a result, the ignorance of the intelligence services was confirmed by June 2020,” writes Wieland. The fact that Marsalek is repeatedly associated with Russia is due to the fact that he pursued a large number of projects and businesses there and traveled there very often. In 2017 and 2018 he also tried to start a project in Libya together with a professor of Arabic studies from Moscow, a high-ranking officer in the Austrian Armed Forces and a German refugee expert. In addition, his escape with a private jet via Belarusian Minsk is said to have finally led him to Russia itself. The secret service expert and historian Wolfgang Krieger from the Philipps University in Marburg says: “Jan Marsalek does not get protection from Russia for free. It is very likely that he received protection for financial espionage.”

Wirecard worked together with the BKA

Several units of the Federal Criminal Police Office (BKA) worked together with the later scandal group, whose bankruptcy has grown into one of the largest criminal cases in German history. From 2013, online criminals were to be convicted with the help of the Group’s own Wirecard bank. The bank also made credit cards available for this purpose. Later, the BKA turned to the group “in order to obtain information about the whereabouts of known or unknown perpetrators in real time when developing new search approaches with the help of data from credit cards,” Wieland writes in his report. For Wieland, the fact that the report leaves many questions unanswered in spite of everything is also due to the lack of cooperation and willingness to provide information on the part of the federal government and the Bavarian state government. Information is blocked to this day due to ongoing criminal investigations. The Bavarian Ministry of Justice did not even send confirmations of receipt in response to inquiries. The SPD MP Jens Zimmermann from the Wirecard committee also criticizes this: “The fact that the Bavarian Ministry of Justice did not respond to the request for support from the investigative committee’s special investigator casts a bad but telling picture of the lack of willingness to provide information in Bavaria.”

Ex-top secret service agent in front of the committee

Wieland will present an expanded version of his report to the committee of inquiry on Thursday morning. Immediately afterwards, two former intelligence coordinators from the Chancellery have to testify before the committee. Klaus-Dieter Fritsche, who was responsible for the secret services at the government headquarters from 2014 to 2018, signed a consulting contract with Wirecard in 2019. Until 2020, Fritsche lobbied for the group at its old place of work. In 2019, a department head of the Chancellery met a Wirecard board member. According to Fritsche, Bernd Schmidbauer, who worked under Helmut Kohl in the Chancellery from 1991 to 1998, must testify. Schmidbauer admitted in February that he had met Marsalek about two years ago in his Munich property. In addition, Schmidbauer was in contact for years with one of Marsalek’s escape helpers, a former chief constitutional protection officer from Austria. The FDP chairman Florian Toncar has high hopes for the interrogations of the two ex-top secret service agents. The whole complex around Wirecard and the intelligence services has been “underexposed” so far, says Toncar. It is “worrying” that foreign intelligence services apparently got involved with Wirecard. Toncar calls the fact that the company was used as a “money laundering machine” for the interests of the Russian government or to pay mercenaries in Libya or Syria or to circumvent sanctions, “says Toncar,” hypotheses that the facts point to. ” Addition from April 14th, 2021: According to its own account, the Bavarian Ministry of Justice “transmitted” the information requested by the investigative officer Wieland. These were received by him today at noon. Confirmations of receipt, according to a spokeswoman, “are generally not sent by the Bavarian Ministry of Justice”. Therefore, the allegations made against the Bavarian government are incorrect.

The severe shortage of chips globally has forced many car, smartphone, laptop and home appliance manufacturers to cut production (Image: Source Today)

TSMC, the world’s largest contract chip maker, has just said the status chip supply shortage globally This could be extended until 2022. TSMC also said it is planning to invest an additional $ 100 billion over the next three years to increase the output of its existing 5mm chip and the 3mm is expected to be final test production this year to meet the increasing demand for chips around the world.

This TSMC plan is currently attracting the special attention of partners and customers such as Apple and Qualcomm. Mr. CC Wei, CEO of TSMC, said “We are hiring thousands of people and expanding our capabilities in multiple locations”.

Demand for chips, especially the next generation of chips, is booming as the trend of working from home becomes more common in the world under the effects of the pandemic, driving demand for electronics as smartphones and laptops soar.

The global shortage of chips has forced some automakers, smartphone makers, computer assemblers, and home appliance makers to cut production. . Auto maker General Motors and Ford announced plans last week to shut down plants in North America due to a shortage of chip supplies.

Meanwhile, TSMC’s profit in Q1 / 2021 reached $ 4.93 billion, up 19.4% year-on-year, much higher than observers’ forecast. TSMC forecasts 2/2021 revenue will range from $ 12.9 billion to $ 13.2 billion, compared with $ 10.38 billion in the same period last year. It also raised its 2021 revenue growth forecast to 20% from its previous forecast.

TSMC CEO CC Wei said that customers are increasingly looking to hoard more chips to ensure production stability due to geopolitical uncertainties and pandemics. Therefore, TSMC’s production activity is continuously in state “stress” during the past period. It is now increasing spending on research, development and manufacturing of new generation chips to about $ 30 billion this year, compared with $ 25 billion expected earlier this year.

Analysts now expect TSMC’s production expansion to soon meet demand for next-generation chips as 5G technology and artificial intelligence applications become more widely adopted.

Intel CEO Pat Gelsinger also shared concerns, saying that the shortage of chips in the world could last until after 2022 when demand is still outstripping production capacity. Semiconductor companies can implement some short-term solutions to ease the problem, but a full solution to the shortage problem will take longer, said Pat Gelsinger.

“I think it will take a few years until the problem is completely resolved. It takes a few years to build supply capacity.”, according to Mr. Pat Gelsinger.

US President Joe Biden holds an electronic chip during a discussion session on solving chip shortages of US businesses on February 24, 2021 (Image: Reuters)

Intel has been in discussions with auto parts manufacturers and suppliers about steps it can take to increase production of car chips in the coming months. The company also aims to start increasing the supply of additional chips within the next six to nine months. Last month, Intel announced that it would spend $ 20 billion to build two factories in the state of Arizona (USA).

Professor Willy Shih from Harvard Business School, which specializes in technology and manufacturing, says chip shortages are becoming more turbulent as manufacturers are ordering chips from multiple factories at the same time because of them. Not sure which order will be executed. Chaotic orders are leaving chipmakers uncertain where they will need to allocate supplies to meet actual demand in the short term.

In the United States, to secure more domestic chip supplies in the long term, President Joe Biden’s administration is proposing a $ 50 billion financing package to subsidize semiconductor manufacturing facilities. This proposal is currently receiving wide support from both Republicans and Democrats.

Intel CEO Pat Gelsinger and Mr. Tom Caulfield, CEO of semiconductor company GlobalFoundries said that they are calling for the US Government to support expansion of chip production in the country. About 12% of the world’s semiconductors are currently made in the United States, and Mr. Caulfield says he is campaigning to raise that number above 30%.

The US semiconductor industry argues that the federal government needs to provide more support to compete with other manufacturers in Asia. American semiconductor manufacturers often accuse Asian countries of financial support for regional manufacturers to expand production capacity.

Image source: unsplash

Text｜36氪 Yuan Silai

Edit｜Qiao Qian

Text｜36氪 Yuan Silai

Edit｜Qiao Qian

When Mo Jun received a call from the supplier at one o’clock in the morning, he hadn’t been able to sleep well for a long time.

The female voice in the receiver can’t be heard tired. After a routine apology, she brought an unexpected bad news: the chip was out of stock and the product could not be delivered. Recently, as the person in charge of a certain IoT product, Mo Jun has heard too many such remarks. He just said a few perfunctory words, hung up the phone, and pulled the supplier into the blacklist.

Of course, Mo Jun knew how tight the market is now. He wondered if he should find a stronger sales, one that could grab the goods from others, to ease the anxiety in front of him. His colleagues in charge of the supply chain ran to the south very early, squatting at the door of parts manufacturers to “grab food.” Every morning, when I see the person in charge at work, I will come up to inquire: how much can I provide today? When will it arrive? Is it from Japan, Vietnam, South Korea, the Philippines or from Shanghai?

Mo Jun and the others had to change the design time and time again to adapt to the current dilemma. Even some products that are about to be mass-produced must be overthrown and replaced with parts that can be delivered. Chips that used to have to be picked are now ready to use and available as soon as they are available.

The industry has begun to circulate a variety of stories that evade the life-threatening serial calls of purchasers: suppliers shut down, do not respond to emails, skip orders by drawing pay from the bottom, or simply play and disappear.

Out of stock, it is no longer the anxiety of Mo Jun and the others. Mobile phones, computers, IoT, and automotive chips are in short supply across the board. Even the small and medium-capacity memory chips that were previously available in sufficient quantities will also be in short supply in 2021.

The big manufacturers are also doomed: Samsung has postponed the new note update, the iPhone is facing a shortage, Ford temporarily closed its SUV factory in Kentucky, and Audi’s 10,000 employees have nothing to do…

The big guys are complaining: Lu Weibing, vice president of Xiaomi Group, posted on Weibo: “This year the chip is too short, not a shortage, it is extremely lacking”; Qualcomm CEO said in an interview that he could not sleep all night because of the lack of chips.

Just like dominoes, the shortage of small wafers will eventually cast a shadow over the huge global consumer electronics market. How did this “core shortage” storm happen? How do the anxious and helpless people in the industrial chain fight their backs?

In a hurry

The semiconductor industry used to be far away from the public’s vision. This industry is actually equivalent to providing “blood” for the TMT industry. There are three modes of operation: the Fabless (factory-free) mode that is only responsible for design, such as Qualcomm and MediaTek; IDM (Integrated Device Manufacture) model, such as Samsung, Intel and Texas Instruments; finally, Foundry (foundry) such as TSMC, Power Semiconductor Manufacturing Co., Ltd. and SMIC.

The global shortage of chips this time is stuck in the manufacturing links of Foundry and IDM.

At the corporate briefing at the end of last year, Power Semiconductor’s chairman Huang Chongren gave data that proves that “the supply and demand of the chip industry has been extremely imbalanced”: In the past five years, in addition to TSMC and Samsung actively expanding the production capacity of advanced processes, other crystal The production capacity increase of the mature process of the Yuan foundry factory is very small, and the growth rate is less than 5%. However, the growth rate of global wafer capacity demand from 2020 to 2021 will reach 30-35%.

The chips are cut from wafers of different sizes. The most widely used is 8-inch wafers. 5G radio frequency chips, car control chips, and fingerprint recognition chips are all made from it. But in recent years, manufacturers have begun to favor 12-inch wafers, which can be used on smaller and more advanced chips, and 8-inch wafer fabs have been shut down one after another. The epidemic has intensified the 8-inch wafer production reduction, but the 12-inch wafer has just started and the production capacity is limited, and it is impossible to fill the 8-inch wafer production vacancy.

In fact, the foundry is already working at full capacity. In the first quarter of this year, the total revenue of the world’s top ten wafer foundries increased by as much as 20%. Because it is unable to cope with the influx of orders, Samsung has begun to expand the outsourcing of general-purpose computer chips. Power Semiconductor Manufacturing Co.’s two 8-inch wafer fabs and three 12-inch wafer fabs have reached 100% capacity.

Huang Chongren said that the current capacity of 12-inch wafers is 100,000 pieces, and the capacity is so full that even the margin of two or three hundred pieces can not be squeezed out. This will naturally make customers feel “panic”.

Because customers need more full “blood” to meet their rapid growth.

“Including the development of 5G, as well as the large-scale growth of Netcom products brought about by the epidemic: TVs, set-top boxes, panels, including 5G mobile phones. It is not only an increase in quantity, but also the capacity of the memory matched on each product. Or increase.” Zhu Di, director of the product marketing department of Winbond Electronics (Suzhou), told 36Kr.

Especially in the mobile phone industry, after the head company stalled, there was a big gap in the mobile phone market in the second half of last year.

“But one left, three came,” Li Wei, who works for a mobile phone company, told 36Kr. Instead, this industry is full of long-lost passion. Everyone is eager to seize the rare window of opportunity.

Originally, they were used to the material shortage. But on Monday, August 17, 2020, the United States renewed its export management regulations. Huawei not only cannot produce chips by itself, but also cannot buy from third-party manufacturers such as MediaTek and Qualcomm.

The instructions of Li Wei’s bosses came one after another: “Take inventory now, how many things are needed, and write down the requirements.” The employees in charge of the core materials stayed up day and night, calling everywhere for goods with dark circles under their eyes. The occasional relaxing time is to go to a nearby food stall to have a supper.

How many orders have been added by manufacturers is not uniform. Li Wei learned that Xiaomi, OPPO, and vivo have all added more than 10% of their orders, adding tens of millions of mobile phones in a short period of time. But what Mo Jun heard was that Xiaomi directly doubled the amount.

The actual data may be in the middle point. According to a report from “Nikkei Asia”, Xiaomi has convened suppliers to provide mobile phone parts and accessories in 2021. It is expected to purchase up to 240 million mobile phone accessories this year, and Xiaomi’s global shipments in 2020 will be 146 million units. According to this statement, Xiaomi Chip orders in 2021 have increased by 70%.

“Now that a huge market is exposed, everyone is robbing it, but it really can’t be taken. What is the equivalent? There are three dogs here, looking at the big bone in the middle, they want to get it. As a result, each dog is tied to a chain. Can’t get it.” An employee of a mobile phone manufacturer described it like this. The words are not good, but vivid.

Chip supply may be the thickest chain. 5G mobile phones not only have a large demand for core chips, but the number of logic devices on them, such as power management chips, driver chips, etc., are more than that of 4G mobile phones.

Mobile phone manufacturers squeeze out factory production capacity, which will indirectly affect their fabless counterparts. If the domino of “capacity” is overturned, storage, power supply, and radio frequency chips will eventually become anxious.

In fact, many people have already heard the sound of falling dominoes.

Lin Fei works as an e-commerce planner in the IoT department of a company. In December last year, the crisis hadn’t really hit our eyes because the business was doing so well in the second half of the year, and the bonuses were so high that colleagues in other departments would be jealous. Of course, in 2021, they will have to do it again. But when the department met, the leaders began to warn everyone: “Next year may be difficult to do, and production capacity will be insufficient.”

The leader, who had always been quiet, began to leak anxieties from time to time. At an inter-departmental horizontal communication meeting with colleagues in the product department at the end of the year, the other party asked if there were any other questions as usual. The leader patted the table three times, half serious and half joking to the department on the other side of the screen. Toutoulian said: “Inventory, inventory, inventory.”

Lin Fei than the leader realized afterwards that the inventory problem is still after the New Year this year. Suddenly, in almost every regular meeting, the leaders repeatedly emphasized the supply problem, and if they were anxious, they would get angry with the regional person in charge: the goods are already insufficient, why do you have to pick it?

Obviously the situation is much more serious than Lin Fei knows. It’s hard for him to see the leader recently. For half of the week, he spends a half of the week in Shenzhen and drinks a lot of alcohol. Sometimes the sound of a meeting in the morning is still exhausted after a hangover: “Everyone must pay attention to the shortage of goods. The stomach will explode after drinking.”

Resources are skewed to products with higher gross profit and large agents, but the supply is still in short supply. “I thought it was very likely that the epidemic would gradually ease, and then there would be a solution when the time comes, and production capacity may slowly recover, but it turns out that there is really no.” Lin Fei said.

What’s interesting is that Lin Fei’s out-of-stock “arsenic” has become the “honey” for some small semiconductor foundries. Chip shortages have led to a short but golden seller’s market, and opportunities for small factories to enter the supply chain of large customers have emerged.

After the fall, Mo Jun had to use some suppliers that he hadn’t liked before. For the same material, Mo Jun found three suppliers, but one of them always failed to deliver. Later, the opponent of that manufacturer found Mo Jun and pried the other side’s corner at the dinner table: This company supplies you less and your friends supply more. If you find us, we can meet your needs.

Mo Jun asked the manufacturer to confront him, and the other party admitted that they had indeed allocated part of the production capacity to a friend because the other party “placed the order earlier”-this argument obviously cannot quell Mo Jun’s dissatisfaction.

The other party did not want to lose Mo Jun, a big customer, and kept apologizing, but also invited dinner to apologize, but the defection in the very period made Mo Jun hard to let go, “This is not enough to support the strength.” This “Mandarin” sounds ordinary, But it is often a prelude to a break between the two sides.

Xia Yunfeng, who works in a PC parts factory, has no such good luck. Their suppliers clearly stood in line and told him very firmly: no more new orders, because we want to keep our original customers.

Xia Yunfeng was kicked from one foundry to another, and even the suppliers he often cooperated with did not dare to promise to place orders. The last unfamiliar manufacturer took over the hot potato, “It’s really sending charcoal in the snow.” He was relieved.

But this tone only relaxed for less than 24 hours.

The next day, the supplier’s workshop suffered a fire and stopped production. The moment he saw the news, his head began to tighten again. There was still a fluke: it was the car chip that caught fire, and it won’t affect us. He didn’t know until the other top executives came over that his own chips were also produced in that factory. Their delivery date was postponed to October. This made Xia Yunfeng’s emotions almost collapsed, “I feel hopeless.”

Xia Yunfeng can only go back to the previous suppliers, or whatever, let them divide the spot, “give as much as you can.” Of course, double the price will do.

Chaos

The first domino fell, and the whole situation was irreversible.

There is a lag in the chip industry. Generally speaking, the foundry will keep inventory for three or even six months. When the inventory is exhausted, it is already half a year later to purchase again. “Ordinary TSMC chips take 13 weeks (almost 3 months). For example, the delivery cycle of automotive chips may take at least 6 months. This will cause problems.” Soitec’s strategic development of high-end wafer substrates in China Director Zhang Wanpeng said to 36 krypton.

The early warning mechanism of the supply chain can easily fail. In this industry, many companies are unable to make a slightly more accurate plan for future demand and supply.

Li Liuqi, the founder of Hard City, remembers that when there is no shortage of chips, the wait for more than 12 weeks will seem too long. Everyone is accustomed to the smooth operation of this chain, and it seems to be a matter of course to deliver on time. Once an emergency occurs, the entire industry will immediately fall into a chain panic.

Like Lin Fei’s leadership, Xia Yunfeng actually noticed that the operation of the chain began to stagnate very early: in June last year, Xia Yunfeng found that the product shipments he was responsible for were increasing exponentially, but the supply-side production capacity did not increase. He has a foreboding that if this continues, chip production capacity will inevitably be tight.

During an internal meeting, he told everyone: We should find a supplier who can guarantee the supply. It doesn’t matter if the price is higher. But my colleagues disagree, and they have not felt out of stock yet. It is more important to get a low price.

“I think the reason for the greater lack of cores is that the entire industry has not done well enough in capacity, or planning and risk control.” Zhang Wanpeng told 36Kr.

The most typical is the automobile industry-the automobile is also the hardest hit area for this lack of core. According to a report by the Bernstein Research Institute, due to chip problems in 2021, global automobile production will be reduced by 2 to 4.5 million vehicles, accounting for approximately 2-5% of annual production.

This shock in the automotive industry is largely due to excessive fear of the global epidemic and misjudgment of market resilience.

The middle level of a star electric car company clearly remembers that there was actually a stock of chips at the beginning of last year. By April, the global epidemic had not improved, and auto companies’ sales expectations for complete vehicles fell to a pessimistic trough. Bosch and China, the world’s largest and second-largest auto parts suppliers, also cut orders, directly leading to chip foundries. Follow up to reduce orders.

With the reduction of production capacity and the basic shutdown in Europe at that time, packaging and testing were not possible, and logistics were basically suspended. For downstream manufacturers, shortage of goods is a high probability event in the next few months.

But manufacturers soon discovered that car sales were not as bad as expected. But it is too late for them to add orders. The restart of the production line will not happen overnight, and the excess wafers have long been used to make mobile phones and other types of chips.

“As soon as the order was cut, the 8-inch wafer line was snatched away and could not be snatched back. Some product cycles take 6 months, and it is useless to use a knife to force it.” The middle-level said.

Even large automobile manufacturers can hardly require chip factories to expand their production capacity in the short term. Winbond said at the corporate briefing that their monthly production capacity has increased from 54,000 pieces last year to 57,000 pieces, although only a few percent increase. Winbond invested NT$13 billion to expand production in Kaohsiung, but it will not be able to start trial production until the first half of 2022, and mass production will have to wait until the second half of 2022.

The industry has fallen into chaos, panic buying has spread, and many customers have doubled or tripled their orders. The bubble is flooding, and the mixed speculators are hyping up, and the price of a material can be tenfold from the factory to the final transaction.

However, major foundries have concerns. TSMC, which has a $100 billion expansion plan, has also shown prudence. Chairman Liu Deyin said in an interview: “28 nanometers seems to be in short supply now, but in fact, global production capacity is still greater than demand.”

A factory has an investment of tens of billions at every turn. Before the demand is squeezed out, even OEM giants dare not rush to make a move. Once the supply and demand cycle is mismatched and the rhythm is chaotic, the huge sunk costs are likely to drag down the entire enterprise.

As for the flow of bubbles and tides, it is often difficult for even superb trendy people to identify them. In the middle of last year, the constraints of production capacity have actually been eased. At that time, many manufacturers began to worry that their chips could not be sold. Mo Jun receives phone calls from manufacturers about dinner appointments. The sincerity of “inviting guests” makes it hard to resist. Even if you eat in the company cafeteria, the salesperson of the other party will sit opposite, “I can’t get rid of it.”

What made Mo Jun uncomfortable was that he ordered the other party’s goods, and it didn’t take long for the manufacturer to tell him: “We are out of stock, I suggest you go find XXX”-that is the opponent’s competitor.

It turned out that this factory had a new abacus when the chip industry was in turmoil. They couldn’t make a big move in the consumer electronics industry and had always wanted to transform. It just so happened that the shortage of automotive chips became clearer. They simply turned all the wafers into cars. Chips, I want to take this opportunity to cut into the car market.

Mo Jun had to accept this result. In business, business, the rules of “business” in extraordinary times are more straightforward: stores bully customers, and customers bully shop.

The second supplier that Xia Yunfeng’s PC parts factory has been cooperating with has been looking for top OEMs for production. As soon as the production capacity is tight, their profits and priorities are not ranked in the other side, and they naturally become the target of squeeze. In the last second supply, we could only find other alternatives, but it failed after three productions.

Xia Yunfeng was desperate, because even the head company personally went off to compete for resources. The top 3 PC manufacturers will directly send people to the site, and they will snatch them when they see the goods, and they will not give the “friends” the slightest opportunity.

Xia Yunfeng’s supply chain director kept meeting with key suppliers for dinner and drinking. Coupled with personal emotional bombardment, the other party finally let go and agreed to give some spot to ease their current crisis.

In this season, how much the company wants to reduce the price of raw materials OKR has long become a blank letter. In private, everyone knows that this year, if there are goods, it is good to be able to deliver on time. There is no way to consider the price.

In January, TSMC and other foundries considered raising the price of automotive chip foundry again. Among them, TSMC holds a large number of shares in the world advanced considering the highest price increase of 15%.

This is called super hot run (SHR, super urgent) in the industry. The foundry will transfer part of the production capacity to deal with the emergency situation of the order, but it will increase the price by about 20%.

“Now when I encounter a chip, even if it has increased by 100 times, I still have to buy it. There is no way.” An executive of a new car maker was also helpless.

response

In extraordinary times, many companies have to enter the zero inventory production model.

Wang Quansheng, who works for a large multinational in-vehicle chip company, told 36Kr that he had never experienced such a lack of resources. Wang Quansheng watched the inventory number change from tens of thousands, little by little to thousands, and finally “0”. A few months ago, they started zero inventory production.

Zero inventory production is actually the future direction of the manufacturing industry in the era of the Internet and big data, which may lead to disruptive changes in manufacturing efficiency and costs.

However, this battle for chips brought the “future” to come early, and many companies were caught off guard.

Wang Quansheng’s production plan must be very meticulous. In weekly meetings, the leaders will predict the timeline of the next batch of goods in advance, which day they will arrive at the headquarters and which day they will be able to arrive in the country.

The chip transportation time is compressed to one-third of the previous one, and the time must be accurate to the hour. In the past, chips were shipped by sea, and it took three days at the earliest to ship to the country. After unloading, it will be sent to the factory where Wang Quansheng is located for inspection, and then sent for PCBA (Printed Circuit Board + Assembly) processing. The entire process takes at least 5 days.

All current chips are transported by air, and the cost is three times that of sea transportation. It costs thousands of dollars at a time. Even if there is only one chip, it can still fly.

The discs made into film rolls are transported to the cargo plane. When they take off from foreign airports, it is usually 2 o’clock in the morning, and it is just dawn when they arrive at the domestic customs. If you are lucky and are not sampled, they will be shipped out of the customs gate in 3 or 4 hours and loaded onto the logistics truck that has already been waiting at the gate. At dusk, the chip will enter the PCBA workshop. The pre-inspection link in the factory is omitted. The chip goes directly to the PCBA production line. The PCBA board is sent to the Wang Quansheng company’s factory in the evening of the next day, and it is made into a finished chip overnight.

In this way, they can guarantee to shorten the delivery time from 5 days to 2 days.

Wang Quansheng is responsible for production allocation, docking sales and supply chain. He was accustomed to foreign companies not working overtime, so he had to start “996”.

This is a new test for Wang Quansheng and his company. Every link of theirs must enter into fine management, and the connection between links is tight to the extreme. Flight delays, customs inspections, and traffic jams during peak periods will affect the entire production process.

The delay of four or five hours can still be remedied. Wang Quansheng will contact logistics. After departing from the customs, a truck is equipped with two drivers, and the truck will not be disconnected from time to time. If the chip arrives more than 6 hours late, it is necessary to adjust the production line, arrange to work overtime until late at night, or increase the shift.

Wang Quansheng remembered that the longest delay was a whole day. After 7 o’clock that morning, Wang Quansheng received a call from a colleague: The entire shipment was randomly inspected. Next, they kept calling, asking when they could leave the customs. It was not until the evening that the batch of chips was sampled, and the production line was still suspended because of the long delay. After the finished product left the factory, they arranged two drivers for the truck and drove it for three consecutive days and delivered it to southern customers.

It’s not just transportation delays that have to worry about, but natural and man-made disasters around the world are enough to make them panic.

Renesas, the world’s third-largest automotive chip manufacturer, halted production at the Naka fab in Ibaraki Prefecture in February due to an earthquake for half a month, and in March due to a fire. Renesas’ customers include Honda, Toyota, Nissan, and Nomura. Securities has made an assessment that from April to June, the output of major Japanese automakers may decrease by 1.2 million vehicles. And Blizzard in Texas in the United States led to the closure of five foundries of Samsung, Infineon, NXP and Skorpios, of which three were foundries with 8-inch wafers.

When this intensifying battle for chips will come to an end, there are divergent opinions. Wang Quansheng and his colleagues chatted, thinking that the lack of chips will continue until the end of the year. Xia Yunfeng was not so optimistic. He felt that he would have to survive until 2022. He realized that when uncertainty is flooding the surroundings, it may be more advantageous to hold this view: in the short term, there can be no illusions about the situation getting better.

In fact, the grass-snake gray line of this industry turmoil has long been hidden there. Cyclical fluctuations were originally the norm in every industry. If you can’t take precautions, you may repeat the panic again and again. After the turmoil is over, perhaps more companies can learn to change. Manage supply and demand well, be more foresighted, and predict the future more optimistically.

Specific to the chip industry, “large foundries have begun to work more closely with major customers to promote customized processes and evaluate future production capacity, which can effectively prevent chip supply from becoming unstable.” Zhang Wanpeng said.

Source: 36kr

The role of collagen in the skin

Collagen is a fibrous protein that accounts for about 30% of the protein in the body, accounting for 70% of the skin structure. The collagen fibers are long and thin, intertwined, creating a collagen network. The collagen network is the foundation of the skin. Collagen plays a role in connecting skin cells, stimulating the metabolism of skin cells, creating elasticity, firmness for the skin, and healing wounds. Therefore, collagen is the main ingredient that helps firm, smooth skin, is the deciding factor for the beauty of the skin. In the skin, collagen is most concentrated in the dermis.

As collagen is deficient due to degradation over time, the collagen fibers under the skin degrade in both quantity and quality, and the skin faces an unrestrained decline. Because at this time, the skin’s frame is weakened, the resistance is poor, wrinkles appear, the skin is sagging, the folds and sagging are worse.

Collagen depletion is a natural process in the body. After the age of 25, the amount of collagen in the body is reduced in two trends:

Quantity reduction: Every year, the amount of collagen decreases by 1%. By the age of 30, the amount of collagen is significantly deficient. This causes the amount of collagen to decrease gradually, the collagen network structure becomes loose and weak. The skin begins to show signs old.

Loss of quality: Due to the degeneration of collagen fibers over time: Being stretched, flaky and broken makes the skin no longer able to maintain firmness, elasticity, and smoothness. Skin becomes dull, dry. Collagen reduction in each year is calculated as follows: After age 25: Skin has a shortage of collagen 1.5%; after the age of 30, there is a 15% shortage of collagen; After age 40, there is a lack of 30% of collagen and 45% of the amount of collagen after the age of 50.

Stress, stress reduces the natural collagen production.

What factors reduce collagen?

Age: Typically, collagen production begins to decline by about 1% per year, from the moment you begin your late teenage years. Depending on the person, this phase can start sooner or later.

Damage by UV rays: Many studies show that up to 90% of skin aging is caused by the sun and only 10% due to factors inside the body. The sun’s UV rays can damage the skin, depleting the collagen in the skin. UV exposure can damage collagen through a variety of mechanisms, including damaging the DNA of collagen-producing cells, as well as promoting the production of free radicals that directly affect collagen. collagen in the skin.

Smoking: Smoking cigarettes can cause many negative health effects, including accelerating premature aging. Smoking cigarettes can reduce the amount of oxygen reaching tissues, making them unable to regenerate, becoming damaged and dying. This can lead to premature wrinkle formation.

Inflammatory diet: Inflammation is one of the main “enemies” of tissues in the body, including collagen-derived connective tissue. Inflammatory diet is a diet high in sugar, simple carbohydrates, processed foods … that can stimulate the immune system, promote inflammation in the body. In particular, the high sugar content in the body causes collagen in the skin to harden, break open, weaken the skin, promote premature aging.

Stress, stress, insomnia: Excessive stress can trigger inflammation, reducing the body’s ability to naturally produce collagen. Stress also increases the hormone cortisol, which in turn contributes to reducing collagen production nature.

Genetics: Genetics is an important factor that can determine how much collagen the body breaks down and rebuilds. Therefore, if your grandparents, your parents keep beautiful, youthful skin for a long time, it is very likely that you will also inherit this.

How to supplement collagen? Skin Care

Facial massage: This is a simple yet effective way. Every day you perform a facial massage for about 10-15 minutes can stimulate collagen production and enhance blood circulation,

Use moisturizers for the skin: Natural home masks such as aloe vera mask, honey mask and egg yolk can be used to keep skin clean, firm and soft.

Lifestyle changes

Quit smoking and eat less sugar.

Protect your skin from the effects of UV rays: When on the street, you should use a hat, sunglasses, a mask, and a sunscreen to protect your skin, use sunscreen even when it is not sunny.

Enhance physical exercise to exercise sports: Exercise facilitates blood circulation, more deeply, brightens skin, radiant and even color. Regular exercise will help slow down the aging process as it promotes collagen production.

When the skin is full, collagen will become firm and youthful.

Recover collagen with food

Choose foods rich in vitamin C: Natural collagen supplement with fruits such as oranges, lemons, blueberries, and grapefruit provide your body with a plentiful amount of vitamin C. This is considered to be a powerful antioxidant that both removes harmful free radicals, stimulates the body to produce collagen, maintains skin elasticity and prevents skin aging. effective skin. Vitamin C is a key ingredient in the formation of collagen. If the body lacks vitamin C, the amino acids cannot connect to make collagen.

Dark green vegetables help replenish collagen: Dark green vegetables such as spinach, cabbage, asparagus, broccoli … contain many vitamins, minerals and antioxidants that help prevent Harmful free radicals, improve the skin’s resistance and stimulate the body to increase collagen production effectively.

Red fruits and vegetables: These foods are rich in the antioxidant active ingredient lycopene. This substance both acts as a natural sunscreen and helps stimulate the body to increase collagen production effectively. Therefore, you should increase your intake of red vegetables such as bell peppers, tomatoes, strawberries, carrots, berries, watermelon …

In addition, avocado, cowpea, soybeans, garlic … are very effective collagen recovery foods.

Clip: Mr. Nguyen Tuan Anh shared about a special case of participating in the election for the National Assembly deputies:

As a rule, full-time National Assembly deputies must meet many conditions and standards; including age. Eligibility for re-election must be at least 1/2 of the term of office (30 months) or more as of May 2021. To better understand this issue, we had an interview with Mr. Nguyen Tuan Anh, Deputy Representative of the Standing Committee of the 14th National Assembly Standing Committee.

Sir, in the next election for deputies to the 15th National Assembly, do experts consider some cases where experts will be re-elected?

Some special cases, when considered to be included in the electoral roll, there are 2 reasons. One is special in terms of age, the other is special on-demand, specialist standards. But even if you are an expert, you must follow the regulations set forth by the Politburo.

So far, how many special cases are we still unable to assemble, but can be understood as: These special cases are by the Ethnic Council and the Committees of the Standing Committee. The National Assembly recommends, recommends for consideration and will also be forwarded to the National Election Commission.

Mr. Nguyen Tuan Anh, Deputy Representative of the Standing Committee of the 14th National Assembly.

Are these cases being put on the list for voting, sir?

If possible, it will be put on the list, but with the condition that the comrades have submitted their application, they will face many difficulties if they have not yet submitted the application. The law requires that the application be submitted to the National Election Commission if it is a central delegate and to the Election Commission if it is a local delegate before March 14.

So any special cases must be introduced by the units, must follow the process, can not do wrong.

Sir, the thing that voters are most concerned about is the quality of the deputies. The quality of full-time delegates will greatly determine the quality of National Assembly deputies. The question is, is it because of the lack of full-time delegates, lowering the bar?

I immediately asserted: Not because of the structure, but to lower the standards and this was also affirmed by the Secretary of the Party Union, the Chairman of the National Assembly that it is not because of the lack of people but lowering the standards of delegates.

All full-time delegates must go through a carefully selected process, but it cannot be due to the lack of and disregard for the quality of the delegates.

For the introduction of deputies to the National Assembly, standards must be based on. For full-time National Assembly deputies, apart from the general standards, they must meet the requirements of National Assembly deputies, which have already been guided in writing by the Politburo and the Central Organizing Committee.

We have also concretized the writing of the National Election Commission already. The Standing Committee of the National Assembly also sent documents to localities, ministries, departments and agencies to guide the implementation.

So how much is the shortage of delegates at present, sir?

The actual quantity is now also synthesizing from the locality, from ministries, departments, and agencies and collecting dossiers. In terms of quantity, some agencies are still lacking. But the lack here is the lack of procedures.

For example, up to this point, the application must be submitted in full, but the application process still has to be supplemented. As for the number up to this moment, records have received enough.

Of the 40% full-time deputies including 138 representatives from central agencies and 67 members of the National Assembly dedicated to the local level. A total of 205 people.

Sir, there are some cases where is Deputy Director, position of Deputy Director, what is the standard?

As for the position of Deputy Director, if it is not full, the National Election Commission will certainly not approve and from now until the election day is still very long.

We also negotiated a third time and proceeded to collect voters’ opinions at the place of residence. If these candidates do not, then surely the voter residence will have an opinion.

After collecting opinions of the voters at their place of residence, those opinions will be sent to the provincial Fatherland Front, the province is gathered and brought to the Standing Committee of the Central Committee of the Vietnam Fatherland Front.

After the 3rd consultation is completed, the official list will be released.

Thank you very much!