chip information ON Semiconductor market,ON suppplier

1. ON Semiconductor renewed its long-term supply agreement with Li Auto. According to ON Semiconductor’s official Weibo on the 9th, ON Semiconductor announced the renewal of its long-term supply agreement with the luxury smart electric vehicle brand Li Auto.Li Auto uses ON Semiconductor's mature 8-megapixel image sensor in its extended-range electric models.After the signing of this agreement, Li Auto will use ON Semiconductor's high-performance EliteSiC 1200V bare chip in its next-generation 800V high-voltage pure electric model, and will continue to integrate ON Semiconductor's 8-megapixel high-performance image sensor in its future models.The cooperation between the two companies will accelerate the electrification of vehicles and improve driving safety.ON Semiconductor's EliteSiC 1200V products enable more energy-efficient and lighter designs, helping to increase cruising range and speed up charging. The bare chip allows customers to carry out differentiated packaging designs based on specific application needs.The 8-megapixel image sensor improves the system's intelligent perception capabilities, enabling safer advanced driving assistance systems and moving towards L3/L4 level autonomous driving systems.2. Toshiba Semiconductor: The Kaga factory is accelerating repairs and has partially resumed production. According to news released by Toshiba Semiconductor and Memory Company on the 9th, after the Noto Peninsula earthquake on January 1, Toshiba’s production in the Kaga area of ​​​​Ishikawa Prefecture, Japan The facility is prioritizing the repair of damaged exhaust pipes in clean rooms.Toshiba has confirmed that fused quartz and other parts on the production line are damaged, and is making every effort to speed up the arrangement, repair and replacement of damaged parts, but ensuring the required quantities may take some time.Once the time is determined, Toshiba will update the timetable for resuming wafer input and returning to full pre-earthquake production levels.Toshiba also said it had resumed partial operation of some production processes with little damage.For product delivery, Toshiba said customers can contact its sales office.3. NXP executives: AI chips will not suddenly replace all car cores. According to the Science and Technology Innovation Board Daily, recently, NXP Chief Technology Officer Lars Reger said that artificial intelligence alone is not enough to ensure further innovation of automotive chips, because manufacturing cars It’s not like building an AI chatbot.Reger said the automotive industry's adoption of more creative electronic capabilities will be relatively slow and incremental, rather than disruptive.High safety standards in cars mean AI chips won't suddenly replace all other car chips, such as sensors, processors and microcontrollers.Instead, they will be gradually integrated to enhance existing functionality.4. Apple mobile phone sales fell off a cliff in the first week of this year. According to foreign media quoted by Kuai Technology, Apple suffered a heavy blow in the Chinese market. iPhone sales fell off a cliff in the first week of 2024, plummeting 30% compared with the same period last year.The analyst believes that this is mainly due to fierce competition from local Chinese competitors, especially Huawei’s strong counterattack.According to the report, sales of other Android brands and Huawei were relatively flat during the same period.Analysts said that the 30% decline is significantly accelerated compared to Apple’s overall 3% decline in China in 2023.The growth rate of Apple mobile phone sales has peaked, and there are concerns