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1. Kui Quan photoelectric IPO will be the first application is;
Set micro-channel news, November 3 evening, according to the SFC official website announced the seventeenth session of the 24th meeting of the Audit Committee in 2017 the audit results announcement shows that the huge Quan Optoelectronics Technology (Shanghai) Co., Ltd. the initial application has not been Passed, which means that Kui Quan photoelectric A-share defeat.
It is understood that Juquan Optoelectronics's main business for the smart grid terminal equipment chip research and development, design and sales, the main products include energy metering chips, microwave communications chip and smart meter MCU chips, etc. Financial data show that 2014-2016 and In the first half of 2017, the revenue of Kui Quan Optoelectronic Technology Co., Ltd. was approximately 147 million yuan, 150 million yuan, 163 million yuan and 87.07 million yuan respectively. Net profit attributable to the current period was approximately 39.72 million yuan, 35.17 million yuan and 34.65 million yuan respectively, 15090000 yuan.According to the prospectus shows, Ku Quan Optoelectronics to be raised about 260000000 yuan, after deducting issuance costs, all for the company's main business related to raise funds investment projects which investment in high-precision DC measurement chip development and industrialization The project amounting to approximately RMB 118 million and investing about RMB 146 million in the development and industrialization of Industrial Internet of Things (IoT) communications control solutions based on 32-bit MCUs The total investment in the above two projects will be about 260 million yuan.
This is the 41st IPO approval issued by the CSRC this year, and 364 companies have received IPO approval this year.
Yesterday, I got the IPO approval of the company, the Shanghai Stock Exchange motherboard 2, respectively, Huaneng Lancang River Hydropower Co., Ltd., Zhejiang Chen Feng Technology Co., Ltd.; Shenzhen Stock Exchange 1, Shenzhen SOSC Technology Co., Ltd.; Shenzhen Stock Exchange GEM 2, respectively, Jiangsu Tianchang Composite Materials Co., Ltd., Ningbo Runhe Hi-tech Materials Technology Co., Ltd..
As a result, Kui Quan Optoelectronics Technology (Shanghai) Co., Ltd. became the 'Dai Fa Jian Wei' since the establishment of the IPO application is not the first nine companies, but also this year whether the first 61 companies.
According to the Securities Daily reported, for Kui Quan Optoelectronics Technology (Shanghai) Co., Ltd., the issuance examination committee mentioned a total of 14 aspects of a total of 14 issues.
Specifically, the issuance examination committee proposed that the prospectus disclosure of the issuer is numerous and dispersed, no actual controller, the issuance examination committee asked the issuer's representative: the issuer without the actual controller of the reasons and basis for the existence of potential Of the major ownership disputes, the issuer in the absence of an actual controller to ensure the soundness of corporate governance and the soundness of the internal control system and effective implementation of the specific measures; with the related party funds transactions, the existence of funds and related parties to bypass Cost and other circumstances; Prospectus disclosure and the fourth largest shareholder of the circulation of shares of the company does not exist competition with the integration of competition, with historical evolution, assets, personnel, business and technical conditions explain the relationship between the two to confirm the integration of Actions and related There is competition between the Company and the issuer in the same industry; In the report period, there is a partial overlap between the sales and purchase channels with related parties, indicating whether the transaction meets the market pricing principle, whether the transaction price is fair and whether there is any benefit transfer.
As of November 2, 2017, the Commission accepted 545 first-time start-ups, of which 32 have passed and 513 have not met. There are 457 non-stop ordinary enterprises in trial and 56 non-stop review companies.
2. Ali strategic investment Zhongtian Micro has shipped 500 million chip low-key SoC!
Alibaba Group layout core CPU area, and through independent research and development, investment in domestic CPU industry Hangzhou Zhongtian micro, into the field of chip hardware.It is understood, Zhongtian micro currently more than 70 manufacturers, SoC chip shipments have been accumulated Break 500 million, just a single year in 2016 chip shipments have also broken the first billion.
Recently, Hangzhou Zhongtianwei and Aliyun Cloud IoT jointly released a strategic cooperation in promoting the construction of IoT hardware and software infrastructure in 2017. At the meeting, Aliyun IoT Group released a new generation of AliOS Things operation for IoT area System, can be widely used in smart cities, smart appliances, smart home, new travel and other fields.
Hangzhou Zhongtian Microelectronics Co., Ltd., as the first member of Alibaba Cloud to join the IoT Partner Program, will comprehensively promote the large-scale application of IoT chips in the terminal market through the Aliyun Link Market in the field of chips, and further optimize AliOS Things to promote AliOS in IoT The deployment and application of chip area.
Zhong Xiaogun's Qixiao Ning said Zhongtian Micro will focus on the core technologies of 'security', 'access' and 'smart' to promote the eco-building of the IoT industry. He also introduced 3 models based on AliOS hardware and software framework Chips, "including computer vision chips, MCU chips incorporating access security, and the world's first ultra-low power NB-IoT IoT security chip based on AliOS, a partnership with ZTE Microelectronics.
Qi Xiao-ning pointed out that the purpose of establishing Zhongtian Micro is to establish a domestic independent R & D and innovation capability. Through the powerful platform and data center system of Alibaba and Zhongtian Micro Co., Ltd., domestic self-designed CPU is expected to realize high-volume commercial applications , For the real 'China core' contribute.
It is reported that the current process of Zhongtian micro-technology covers 0.13 microns to 28 nanometers to 32-bit embedded RISC architecture independently developed by China independently controllable CPU as the core.It is understood that in transit last year chip shipments have exceeded 120 million, SoC total Shipments have reached 500 million chips.
Founded in 2001, Hangzhou Zhongtian Microelectronics Co., Ltd. is an IC design company focusing on 32-bit high-performance low-power embedded CPUs and the core business of chip architecture licensing. It also directly cooperates with Alibaba and gains investment from Alibaba.com A domestic CPU industry.
Its CPU is used in many fields such as IoT intelligent hardware, digital audio and video, information security, network and communication, industrial control, and automotive electronics. It also offers a series of embedded IP cores, SoC platforms, software tools, And operating system.The existing embedded kernel is based on Zhongtian's customized ISA with low power consumption, high performance, high code density, and easy-to-use features.C-SKY series CPU cores are authorized by more than 70 users.
At the same time, we also cooperate with many mainstream foundries such as SMIC, Huahong Grace, Huali Micro Technology Co., Ltd., etc. In particular, in the field of low power consumption with emphasis on the internet of things new chip platform, we succeeded in realizing embedded CPU IP development.
Through deep cooperation with Alibaba, ZhongTianWei develops cloud chip architecture for each segment of Internet of Things / IoT and develops a new generation of CPU, SoC platform, software support environment and operating system under the framework of cloud integration, Cloud-based full-link security, low-cost access and is actively committed to building an ecosystem of industries and developing cloud-based products for the entire industry.
As of 2016, the number of invention patents, software copyrights and integrated circuit layouts applied and acquired by Zhongtian Microsystem has exceeded 100. The core CPU and IP platforms are provided and the development of domestic independent intellectual property rights embedded CPU technology is promoted. The construction of ecological environment DIGITIMES
3. China's top chip team Zhang Ru Jing Huangpu dreams;
In the current era of intelligence, information technology, the chip market is increasingly becoming a huge market.
Zhang Rujing respondents for the map
Huangpu District and GDD ushered in the CIDM project.As early as September this year, Huangpu District Government and Guangzhou Development Zone Administrative Committee signed a cooperation memorandum with Dr. Zhang Rujing, the leader of Chinese chip leader, and Zhang Rujing and team plan Joint chip design company, end application companies and chip manufacturing plants, a total investment of 6800000000 yuan to build collaborative chip manufacturing (CIDM) project, put into operation after the estimated output value of 3.16 billion yuan.
At the helm of the project, Zhang Rujing witnessed the development of the domestic integrated circuit industry.SMC International founded in Shanghai in 2004 became the world's third largest foundry, and thereafter, Zhang Rujing three years invested 4 LED Enterprises, with a total investment of more than 3.5 billion yuan, covering LED upstream substrate materials, chips and downstream lighting applications.
This time, the projects brought by Zhang Rujing will fill the vacancy in Guangzhou and drive the concentration of upstream and downstream industries to realize the high-end and high-quality development of industries such as consumer electronics, industrial control and equipment manufacturing.
Or will crack Guangzhou 's lack of pain'
Chip as the heart of all the equipment, has been hailed as 'industrial food', especially in the current era of intelligent and informative, the chip market is increasingly becoming a huge market.Related data show that in 2016 the global chip market reached 3397 billion US dollars, an increase of 1.5%, 2017 is expected to more than 400 billion US dollars, up more than 10%.
At present, China is the world's largest consumer of chips, digesting nearly a third of the market demand, but in the face of huge demand, more than 90% of China's chips rely on imports and spend nearly twice as much on chip imports. Similarly, Guangzhou is also facing a 'lack of control' and has long been lacking in large-scale chip manufacturing projects.
This reporter has learned that the so-called collaborative chip manufacturing (CIDM) model, refers to the chip design company, terminal application companies and chip manufacturers to participate in project investment, through the establishment of a joint venture company will be multi-resource integration. The company not only owns the chip Manufacturing capacity scale and technical support, as well as end-application enterprises to provide a stable product market protection.
In fact, there is a precedent for this kind of 'win-win-win' approach to achieving win-win situation. For example, TECH Singapore is an IDM company (production storage-based) jointly established by several companies. The four letters of TECH represent TI Texas Instruments, Singapore government EDS Economic Development Board, Canon Canon, Hewlett-Packard Hewlett-Packard. By design, own production, own sales, TECH companies from the second year to maintain a stable profit.
'The advantage of the CIDM model is that it is' offensive, offensive and defensive.' "Mr Cheung said that in the CIDM model, the allocation of production capacity can be internally negotiated and capacity can be increased if necessary, and services can be provided to customers if there is excess capacity To solve the problem.CIDM not only share the risk model, synergies are greatly enhanced, in many ways more than an advanced foundry more convenient operation.
Zhang Rujing said that CIDM is still a fresh concept in China and hopes to put the concept to the ground as soon as possible to provide replicable samples for other regions. 'We are willing to be the first person to eat crabs.'
It is reported that the first phase of the project a total investment of about 6.8 billion yuan, about 200,000 square meters of land area, capacity design for the 8-inch chip 30,000 per month, 12-inch chip 10,000 per month, is expected to reach output value of 3.16 billion yuan The project has now entered the company registration and arrangements for the land phase.
After the project is successfully completed, it will be expected to become a landmark project for the development of IAB industry in Guangzhou and a demonstration area for the Guangzhou and even Guangdong regions that will bring integrated circuit industry chain. This project will not only attract a large number of professional and technical personnel to take root in the project, but will also lead to a batch of projects Integrated circuit design, packaging and testing, equipment materials, design services, upstream and downstream industries to gather to promote consumer electronics, industrial control, equipment manufacturing and other industries of high-end and high-quality development.
According to reports, the domestic and especially the Guangdong Province, a number of upstream and downstream integrated circuits have expressed their expectation to participate in the project.
Chip manufacturing new fertile soil
The co-operative chip manufacturing (CIDM) project will eventually be located in Huangpu District and Guangzhou Development Zone, which is inseparable from its positioning as the core area of Guangzhou International Science and Technology Innovation Hub.
Zhang Rujing said that the vast market is an important reason for him to choose Huangpu District and Guangzhou Development Zone.At present, Guangzhou is vigorously developing the IAB industry and plans to reach a new generation of IT output value of 700 billion yuan by the end of 2019, resulting in a huge chip market demand 2016. In 2016, the output value of the electronics and communications equipment manufacturing industry in Huangpu District and Guangzhou Development Zone exceeded 230 billion yuan, accounting for 80% of the city's total, providing huge user docking and market resources for chip projects.
At the same time, Huangpu District and Guangzhou Development Zone also have a good 'gene' for developing chip projects.In terms of integrated circuits, the integrated circuit industry in the area is mainly concentrated in the fields of design, packaging and testing, and Hagl communications, Ankai, Hui Zhi Microelectronics, the Thai Doo Microelectronics, Xingsen fast more than 20 companies.Among them, the Thai Microelectronics is the first integrated radio, baseband and flash memory 'three in one' solution manufacturers, in the field of car Beidou navigation Accounting for about 70% of the market share; Guangzhou Xingsen fast circuit Technology Co., Ltd. is the largest manufacturer of printed circuit board small batch plate shipment.
This year, Huangpu District, Guangzhou Development Zone in the integrated circuit project also introduced a number of 'new forces' for example, on October 26, the area and Guangdong Gaoyun Semiconductor Technology Co., Ltd. signed an investment cooperation agreement.Golyun Semiconductor More than 50 types of domestic FPGA chips have been introduced. All the innovations have completely independent intellectual property rights. The project technology has filled the gap in China and broke the international monopoly, making China the second country in the world to independently research and develop and industrialize FPGA chips.
In addition, Huangpu District, Guangzhou Development Zone is planning to build a new generation of 4.2 square kilometers of information technology value innovation park for the future development of integrated circuits and a new generation of information technology industry leave room to build a strong leading enterprises, the industry chain integrity, integration of production and life, Ecological as one of the new park.
Zhang Rujing said that the Huangpu District and Guangzhou Development Zone have a favorable investment environment, a vast market and a pragmatic and efficient government. They believe that they can do something new here.
■ Related
Chinese chip leader
Zhang Rujing
Zhang Rujing is a Chinese chip leader with a high reputation and influence in the IC industry, graduating from Taiwan University with a master's degree in engineering from State University of New York and a Ph.D. in electrical engineering from Southern Methodist University.
He has worked for Texas Instruments for 20 years, founded SMIC in Shanghai in April 2000, and SMIC became the third largest foundry in the world in 2004. In 2009, Zhang Rujing resigned from SMIC's position , Officially entered the field of LED R & D and manufacturing LED and related applications. Just less than 3 years, he has invested in the domestic 4 LED companies, covering LED upstream substrate materials, chips and downstream lighting applications, the total investment exceeds 35 billion yuan.
The lead co-processor chip (CIDM) project, nearly 70-year-old Zhang Ru-jing back into the integrated circuit manufacturing, he hoped to be in the Chinese integrated circuit industry chain IDM missing part of doing something.
Nanfang Daily reporter Fu Peng
Correspondent Huang Jiaqing Guan Jingwen Guo Zhe Han
4. Performance is good, Shanghai Spectrum Rui Biao high record
Set micro-grid news, spectrum Rui third quarter single-quarter profit of 8.65 yuan per share NT, although the fourth quarter will have a seasonal impact, but smart machine demand will be optimistic than PC, Spectrum rose 7.7% yesterday, Up to 545 yuan.
Spectrum benefits from high-speed transmission to expand the demand for follow-up high-speed chips will continue to grow, and eDP T-Con and SIPI source driver tying has successfully cut into the notebook market, will play the follow-up operation of the spectrum of good.
According to the fourth quarter financial estimates, spectrum Rui estimated single-quarter revenue fell in the fourth quarter of 8350 to 91.5 million US dollars, gross profit margin of 40% to 43% operating expenses of US $ 18.25 million to 19.25 million.
Shanghai SPRAY held a press conference on the 2nd to announce the third quarter of 2017 financial report and operational outlook for the fourth quarter of 2017. In the third quarter of 2017, SPRU's consolidated revenue was 90.62 million US dollars, up by 5.48% quarter-to-quarter, 37.59% increase in the third quarter of operating profit of 37.24 million US dollars, up 7.99%, an increase of 34.71%. Looking into the fourth quarter, SPRING expected consolidated revenue in 8350-9150 million between the combined gross profit margin of about 40 % To 43%, combined operating expenses of 1825-1925 million.
In the third quarter of 2017, Spectra combined revenue was 90.62 million U.S. dollars, after-tax net profit was 22.29 million U.S. dollars and EPS (EPS) was 0.29 U.S. dollars (NT 8.89 yuan) while in the same quarter last year, consolidated revenue was 65.86 million US $, after-tax net profit of 9.56 million US dollars, net income per share (EPS) of 0.13 US dollars (NT 4.03 yuan).
Looking into the fourth quarter, Zhao Jie, chairman of Spectrum said that in the fourth quarter of each product line, PC-related product demand will be weaker than the third quarter, while the smart phone product demand will be strong compared with the third quarter, while Driver IC and TCON (timing controller) with sales, Zhao Jie is expected, Q4 in the Chinese mainland panel market share is expected to further expand.
In the much-watched MicroLED, ZHAO Jie also said that SPRING is in the research and development stage.Furthermore, ZHAO Jie said that SPRU is good at introducing new products such as PCIe and USB3.1, and it is estimated that there will be a good growth performance next year.