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1. Howe refutes Svetlane infringement, CMOS image sensor patent infringement war;
Set micro-net the latest news, Shanghai Intellectual Property has formally accepted again on November 10 OmniVision Technologies, Inc. (hereinafter referred to as' Howe Technology 'or' OminiVison ') For Jiangsu Weitewei Electronic Technology Co., Ltd. (hereinafter referred to as' S & T 'or' SmartSens') infringe on the patent for invention, the second lawsuit filed after Howe Technology launched its first advocacy action in China on October 17, asking the court to order Stove Inc. to stop immediately Chip product patent infringement and compensation. Less than a month later, Howe Technology has filed two consecutive litigation applications and accepted, the outside world interpret that Howe Technology's emphasis on business in China is being further enhanced, the domestic CMOS patent rights are about to war.
Domestic CMOS patent rights or war
It is understood that SmartSens (SmartSens) was established in 2011, the main CMOS image sensor chip design, products related to security monitoring, automotive imaging and other applications. The lawsuit involving 'infringement' of the SC5035 model chip for the Sevres 5M resolution Rate Series One of the major products.According to Siteway official product introduction, SC5035 chip more used in security monitoring related fields.
Howe technology, said the company has Setewell chip products and Howe infringement than the relevant patents, after comparison found that Weitewei chip has dropped into the range of Howe technology patents, suspected of constituting a patent infringement. At the moment, the second lawsuit has been formally accepted by the Shanghai Intellectual Property Court on November 10, case number (2017) No. 725, Shanghai Minzhong Prior to the first lawsuit on October 17, case number (2017) 69 Shanghai No. 73 early.
Beginning of this year, including MOSFET, MLCC and other components constantly rising prices, nearly 3 months, the domestic A-share electronic components market index rose nearly 20% .Investment agencies generally believe that the domestic semiconductor industry has entered the golden stage of development, the semiconductor industry is high The boom will bring a huge market space.Technology innovation and research and development driven semiconductor industry, patented technology has also become the performance of major manufacturers of competitive strength.Howei pointed out that as companies focus on the Chinese market, the business does not rule out Rights activist lawsuit will be launched on more existing allegedly infringing products in the domestic market.
Previously, the Sidewei company yet to make a public response to the lawsuit.However, according to set micro-network understanding, at present, Sideway is actively preparing for the fight.The domestic CMOS industry's patent rights war is about to officially started.
Defend the market position, Howe Nighthawk Nyxel struck
Public information shows that Howe technology currently has about 4,000 patented technologies in the digital imaging solution development direction of the technical strength and industry leadership no doubt.In this year in October, Howe Technology released called the Nighthawk Nyxel ™ new infrared technology , The technology successfully uses the new silicon semiconductor architecture and process to solve the current image sensor near infrared detection challenges facing the revolutionary.
Previously, traditional near-infrared detection methods were far behind the high sensitivity required for automotive and security camera applications, as well as newer mobile devices and high-performance needs with embedded machine vision applications, according to Howe Technology experts, Nighthawk Nyxel ™ The quantum efficiency at 850 nm is three times higher than conventional products, up to 60%, up to five times higher at 940 nm, up to 40%, and the quantum efficiency of monochromatic light in the visible range is improved.
In addition, it can capture higher resolution images at night without the need for a lot of power LED lights, in the same near-infrared light to make the image clearer and detect farther the imaging area.This technology has been introduced, It has aroused strong interest and interest from original equipment manufacturers.
According to Howe official website information, OmniVision founder Shaw Hong has served as chairman of the board of the company honorary chairman, and concurrently chairman of the OmniVision Strategic Development Committee; OmniVision co-founding Dr. Chen Datong, chairman of the board of directors of the company; after Dr. Datong short Haworth CEO on behalf of the CEO, the end of September, Howe company officially appointed Mr. Yu Renrong as the general manager of Beijing Howe and CEO, overall responsibility for the company's day-to-day operations management.
As we all know, in addition to co-founder of Haworth, Dr. Chen Datong is also the founder of Communication Technologies, a founding partner of Huashan Capital, while the new CEO Yu Renrong is the domestic semiconductor distribution and design leading listed company Weil shares controlled people.
In response, the industry analyst explained that the new management team combined with capital appeal, deep technical background, industry influence and market awareness in China will undoubtedly have a tremendous impact on the follow-up to China's CIS industry. The continuous filing of patent rights litigation and the release of new technologies appear to be a strong signal that the industry is willing to release new high-level and efficient operations. In the golden age of China's semiconductor industry, Howe Technology is imperative to stabilize its market position.
2. Store changes in the pattern of competition, innovation and innovation will throw 3600000000 yuan;
Reporter Zhou Hao Guangzhou reported
On October 28, Beijing Sianyi Technology Co., Ltd. ("Siu Yi Innovation", 603986.SH) and Hefei Industrial Investment Holdings (Group) Co., Ltd. (hereinafter referred to as' Hefei Production Investment ') signed a cooperation agreement, the two sides will be in Hefei Economic and Technological Development Zone Airport Economic Demonstration Zone to carry out process technology 19nm memory 12-inch wafer memory (including DRAM, etc.) research and development, the project budget of 180 billion yuan, Innovation and Hefei production will be responsible for raising the ratio of 1: 4, Siu Yi innovation responsible for raising about 3.6 billion.
The evening of October 31, Siu Yi innovation announced that plans to plan major issues. The industry generally agreed that the move or with the above 18 billion yuan memory project related. And Siu Yi innovation to the "China Business" reporter said the specific issues temporarily Inconvenience revealed, follow-up announcement shall prevail.
Nor Flash market mutation
Siu Yi innovation is the memory industry giant, has been to produce Nor Flash (code-based flash memory) memory and MCU-based micro-control unit since the beginning of this year, the global Nor Flash market supply and demand structure has changed dramatically, on the one hand, a number of veteran On the other hand, the demand for AMOLED screens, car chips and IoT chips has been further expanded. As one of the few Nor Flash memory manufacturers, Trillion Innovations is profitable in this round of market changes.
January to September 2017, Siu Yi innovation revenue 1.517 billion yuan, an increase of 44.69%; return net profit of 392 million yuan, an increase of 153.48%; of which the third quarter revenue 578 million yuan, an increase of 47.01% , An increase of 18.9% compared with the same period of last year; net profit attributable to parent company was 160 million yuan, up 192.51% from the same period of last year and up 45.4% from the previous quarter.
As early as the beginning of this year, Siu Yi Innovation in Nor Flash memory market share of only 16%, the overall market mainly by Micron Technology (NASDAQ: MU), Cypress (NASDAQ: CY) and Wang Wang Electronics, Winbond Electronics As Nor Flash chip AMOLED screen one of the key components, along with the AMOLED screen mass production and the official production of domestic OLED screen, Nor Flash chip supply this year has been tight, but in February this year, Micron decided to focus In May, another US-based manufacturer, Cypress, decided to shift its production strategy to the market for automotive and industrial specifications. The production of low-capacity Nor Flash chips began to be gradually reduced The share of the two major US plants, which exceed 40% of global market share, has had a profound impact on the subsequent supply of the market after the production was faded out. A large number of orders have begun to be transferred to Taiwan's Macronix Electronics, Winbond Electronics and domestic manufacturers.
Market structure changes suddenly, but manufacturers plan to increase production in the first half of next year before they can be effective.Wu Bang Electronics announced that by the end of the monthly capacity from 44,000 to 48,000, the future and then increased to 52,000 ~ 53,000; and Wang Wang Electronics mainly to adjust the structure of the process-based, limited increase in production capacity.Another news that Siu Yi innovation began to seek expansion in June, however, subject to the upstream silicon wafer out of stock, SMIC is difficult to provide Siu for innovation Support.This situation turnaround in September September 5, Siu Yi innovation announced that it plans to sign a strategic cooperation agreement with SMIC, by the end of 2018 to purchase at least 1.2 billion in raw material wafer SMIC.
It is said that SMIC promised to provide 25,000 pieces of production capacity per month to Siu Yi Innovation and produce Nor Flash memory for its foundry. At present, the global production volume of Nor Flash memory is estimated at 88,000 pieces per month, and the amount of production increased by nearly 30% , Not only can greatly ease the current market out of stock phenomenon, but also help Siu Yi innovation to further expand their market share. Reporters have to Siu Yi innovation to verify the authenticity of this increase in production information, but its staff said that corporate productivity data For trade secrets, temporarily disclosed to the outside.
Project uncertainty
Since the middle of last year, global DRAM memory particles have been in short supply, resulting in memory prices soaring in the face of the ever-expanding market demand, Siu Yi innovation is also trying to DRAM memory particle business breakthrough.
Earlier, the industry had already reported that Siu Yi innovation will be with Hefei Changxin (Hefei wholly-owned subsidiary) to develop DRAM memory chip business news.October 28, the news was confirmed, the project budget of 180 billion yuan.
In fact, trillion easy to seek innovation into the DRAM industry has long been ambitious.Reporters noted that as early as April of this year, trillion easy innovation has been prepared to issue about 3128 shares to buy 100% stake in Silicon Silicon Co., Ltd. in order to seek Making a difference in DRAM memory particle business when the transaction price was set at 6.5 billion yuan by both parties However, on August 9, Siu Yi Innovation announced that Beijing Silicon as the main supplier believes that both parties will become potentially powerful after the reorganization Therefore, Beijing Silicon is required to sign a replacement agreement and agreed to terminate the supply contract with Beijing Silicon after the completion of the reorganization. Subsequently, the restructuring of Siu Yi Innovation and Beijing Silicon Technology was terminated.
Two months after the reorganization failed, Siu Yi innovation decided to hand in Hefei production and began to participate in the research and development of domestic DRAM particles, according to the agreement, the goal of both sides is in the December 31, 2018 R & D success, that is, product yield is not low At 10%.
At present, there are mainly three main players in the mainstream memory chips in the country, namely, Changjiang Storage Co., Ltd. invested by National IC Industry Investment Fund and Ziguang Group, Fujian Jinhua and Hefei Changxin. The initial storage of the Yangtze River Storage is in the production of 3D NAND Flash chips, Will be the development of DRAM products; while Fujian Jinhua and Hefei Changxin main DRAM memory particles, including Fujian Jinhua and Taiwan enterprises Lianhua electronic cooperation. According to the three companies planning, research and development and production will be 2018 as a key node If by then Heixing Changxin trial production is successful, considering the current global memory industry is in a high state, as a partner of Siu Yi innovation can naturally achieve significant economic and technological gains.
However, due to the previous domestic DRAM chip manufacturers do not have the research and development, production experience, combined with Hefei Changxin direct research and development goals set in the most advanced 19nm process technology, so the success of all DRAM projects is still on the sidelines, especially in the In October this year, Taiwan media reported that Changfeng, Hefei, Fujian and Jinhua pilot production of DRAM particles failed, yield all 0. Although the news has not been confirmed by the above manufacturers, but also from the side of the DRAM project reflects the high technical threshold , R & D difficult to this fact.
Siu Yi innovation mentioned in the announcement, subject to the introduction of talent, intellectual property and equipment imports and other factors, whether the successful development of Hefei DRAM project there is uncertainty, even if the success of research and development, product yield can enhance the ability to achieve the amount But also from the successful development to production and the formation of sales, but also take up to several years, the company's financial position and operating performance after 2018 and uncertainties of the impact.
3. Spreadtrum jointly launched Lynx unmanned smart refrigerator, double 11 introduced to help the new retail;
Set micro-grid news, Spreadtrum Communications officially announced the cooperation with Lynx, helping the new retail ecosystem.The two sides work together the first new retail unattended terminal - Lynx smart freezers in 2017 double 11 officially launched.
Currently on the market vending machines are used RFID chip recognition technology, the need to affix RFID chips on each product, high cost, time-consuming, difficult to promote the application of the scale, and can only be purchased each time to remove a product. Simple operation, without additional time and cost costs. Scan the QR code through the mobile phone Taobao, unlock the door to open, remove the product you want to buy, the phone can complete the automatic payment, and support for removing a number of goods at once.
Tmall Smart Freezer is a set of smart solutions jointly provided by Tmall and Spreadtrum.Through the master platform of Spreadtrum's chipset, it regulates and collects the cargo information data of shelves in the freezer and cooperates with multiple cameras to collect image data quickly And through Spreadtrum's proven 4G communications solution, data is quickly returned to the back-end database to complete unattended retail.
4. Oerider to terminate the acquisition of Hefei Ruicheng 100% stake
Set micro-mesh news, Orrde in June this year to be planning a major reorganization of assets, the purchase of assets for the 100% stake in Hefei Ruicheng reserve concern, and now it was confirmed that it is an oolong.On November 17, Austria Reid issued the "motion on termination of major asset restructuring matters," agreed to terminate the company's major asset restructuring.
Prior to the acquisition of 100% equity interest in Hefei Ruicheng Industry Investment Co., Ltd. (hereinafter referred to as 'Hefei Ruicheng'), and the matching funds raised, Ruide would be the main operating asset of Hefei Ruicheng in the Netherlands and the type of industry in which the company is located is Semiconductor industry, is the world's leading supplier of RF power chips, specializing in the development, design, manufacture and sale of high-power RF power chip products.
According to the disclosure, up to now, the transaction price of the previous transaction has not yet been fully paid, and the involved equity delivery process has yet to be handled.At the same time, due to the fact that the core assets of the subject of the reorganization are located outside China, the shareholding structure is complicated and the stakeholders involved More, the reorganization involved more arduous business negotiations.Although Reid has done its utmost to promote the restructuring of the transaction, but also with the relevant counterparty on the transaction program and the terms of the core transactions conducted many rounds of negotiations, and reached a number of Consensus, still failed to complete the relevant trading agreement with the counterparty and disclose the reorganization plan within the prescribed time limit.Or Reid decided to terminate the planning of this major asset reorganization.
Originally intended by the implementation of this major reorganization of assets reorganization, and further expand the company's development space, improve overall competitiveness, strengthen business risk and market risk resilience and enhance asset size and profitability.Ore Reid said the termination of this implementation Major asset restructuring will not have a material adverse impact on the existing business of the Company. In the future operation, the Company will not change the established development strategy and will continue to improve the industrial layout and continue to promote the transformation and upgrading.