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1. Li Liyou promoted to the co-president of Ziguang Group, strongly recommend Zeng Xuezhong to take the lead Spreadtrum CEO;
Strengthen the implementation of Violet's strategy from core to cloud
In June 2014, the State Council released the "Outline for Promoting the Integrated Circuit Industry", and set a mid-term target for industrial planning as' By 2020, the gap between the integrated circuit industry and the international advanced level will gradually narrow. The average annual growth rate of the industry sales will exceed 20% The capability of sustainable development of enterprises has been greatly enhanced. 'The development of China's IC industry is at a crucial stage. How to make China's semiconductor industry bigger and stronger has become the mainstream of the industry.
Ziguang Group since 2013, has acquired Spreadtrum, Rudi Di and Xinhua III, at the same time with Intel, Western Digital and Hewlett-Packard formed an alliance, successfully built from core to cloud pan-IT industry chain, the formation of integrated circuit design , Storage and IT information system based high-tech enterprise prototype.As of the end of 2016, the Group has become China's largest color chip design company, the annual shipments of more than one billion chips, of which 650 million cell phone chips shipped chips, in FPGA, smart cards and other areas lead the market, more investment 30 billion US dollars memory chip manufacturing.
This shows that the chip business in the overall arrangement of the industry group bear more and more important weight, for Lili Yulv Group co-chair of the appointment, will help Ziguang Group to achieve the integration of resources, strengthen the strategic layout of key personnel and effective Promote Ziguang Group from core to cloud strategy of the full implementation and landing.
In fact, Spreadtrum can have today's performance, from Li Li-yao's low-key and pragmatic style of work and nearly ten years of hard work.With more than 30 years of wireless communications in the field of work experience, he touted STRATEGY tough tactical reform through the trough , A customer in the GSM market almost completely lost, the company's performance after another loss increased from 70 million US dollars in 2009 increased to 20 billion US dollars in 2016, an increase of 28.5 times. In 2016, Spreadtrum in the global baseband market share About 27% market share, and Qualcomm and MediaTek third world.
Believe in the future, Lili Tour will devote itself to major projects and decisions of Ziguang Group in the chip industry such as strategy and investment cooperation, promote the strategic development of Ziguang Group's chip design industry and enhance the competitiveness in the chip industry.
Innovative breakthroughs lead Spreadtrum to new goals
With the promotion of Dr. Li Liyou, based on the deep working background of ICT industry, Ziguang Group was transferred to CEO of Zhisheng Zeng Xuezhong as Spreadtrum CEO. In the future, Ziguang Group will be fully responsible for the business operation and daily management of Spreadtrum.
Zeng Xuezhong joined Ziguang in April 2017 as Renshiguang Group Global Executive Vice President and President of Zijiang Co., Ltd. He has led and achieved outstanding achievements in comprehensive transformation and transformation, product innovation, intelligent technology research and development and sales in the terminal area, He also has deep insights into new technologies, not only with a strong background in the IT industry, but also strong team leadership and particular expertise in integrating resources and activating teams.
From 1995 to 2017, Zeng Xuezhong, with his outstanding performance and management abilities, resumed his career as the most experienced employee in ZTE at the age of 39, from engineer, provincial general manager and senior vice president of the third marketing division to ZTE terminal owner. Young executive vice president, who has generated sales of nearly 1 billion yuan in a number of areas of sales records, took the post of head of ZTE terminal main power ZTE terminal comprehensive restructuring and reform, abandoning ten years of machine sea tactics, focus on product innovation, focus on quality, To create a series of high-end mobile phone, access to the industry alike.
Ziguang is the controlling shareholder of Ziguang Group. It provides advanced equipment for future computing architecture based on core network hardware, intelligent network equipment, storage systems, and a full range of servers. In terms of software, it provides key industries ranging from desktop to mobile Application software solutions, technical services covering technical consulting, infrastructure solutions and support services under his leadership, as of September 30, 2017 Ziguang shares operating net profit reached 1.126 billion yuan, an increase of 116.67% year-on-year performance .
Currently, Spreadtrum's development is entering a special period of business globalization, not only in the field of 4G communications technology has been greatly improved, intensive user experience to improve the platform competitiveness, but also in the 5G standardization and commercialization process in the world. In September, Spreadtrum successfully completed the Interoperability Docking Test (IODT) with Huawei 5G prototype base station in the validation of the second phase of the China 5G R & D trial organized by China IMT-2020 (5G).
Wang Yanhui, secretary-general of China Mobile Alliance, believes that in the era of 2G, 3G and 4G, the position of China in the era of 5G has been promoted in an all-round way. Both in terms of standard setting, commercialization, mobile phone chips and terminal R & D, In terms of rare opportunities for development, but more Spreadtrum NB-IoT and other emerging industries in the emerging expansion of space for growth.I hope this round of adjustments by Ziguang and Spreadtrum can better exert the Group advantages and accelerate the rise of China's semiconductor industry.
He has been a veteran 5G communications technology expert with insight into system communications since he took the multi-layered consideration of global vision, profound industrial operation experience and outstanding management manager. As the new CEO of Spreadtrum, he With the overall advantages of the Group, ZTE will make full use of the resources and capabilities of Spreadtrum to help Spreadtrum quickly grasp the 5G initiative, follow the international schedule to seamlessly realize the commercialization of 5G and speed up the development of China's IC industry.
2. Zeng Xuezhong resigned as president of Zhisheng shares CEO;
Set micro-mesh news, Nov. 19, Purple Light Co., Ltd. issued a public notice, the announcement that the Purple Light Co., Ltd. Seventh Board of Directors November 17, 2017 received a written resignation submitted by the company's director and president Mr. Zeng Xuezhong, Zeng Xuezhong After applying for resigning from the post of President due to work reasons, Mr. Zeng Xuezhong continued to serve as a director of the Company and a member of the remuneration and appraisal committee of the Board of Directors.
According to the relevant provisions of the Company Law and the Articles of Association, the resignation of Mr. Zeng Xuezhong takes effect upon the delivery of the resignation report to the board of directors of the Company. The resignation of Mr. Zeng Xuezhong will not affect the normal operation of the Company. Before the appointment of a new president by the Board of Directors, Mr. Zhao Weiguo, chairman of the board will act as president.
The Board of Directors expressed sincere thanks to Mr. Zeng Xuezhong for his contribution to the Company during his tenure as president.
According to the news just got micro-network, Zeng Xuezhong has been Zhaopin Zhan Rui's CEO.
3. overseas background executives have important tasks, purple light group appointed Li Liyou as co-president;
Set micro-grid news, November 19, 2017 Ziguang Group announced the appointment of Dr. Li Liyou as co-president of Ziguang Group, to assist Mr. Zhao Weiguo, chairman of Ziguang Group, in the business development of chip design and the planning and implementation of major investment projects. At the same time, Li Li You Dr. will continue to serve as Chairman of Spreadtrum Communications (hereinafter referred to as Spreadtrum), and was replaced by Mr. Zeng Xuezhong Spreadtrum CEO.
With more than 30 years of working experience in the field of wireless communications, Dr. Li Lixun has led Spreadtrum to make progress in many areas such as technology, product development and market expansion, etc. The new appointment arrangement will help to integrate resources and support Ziguang The strategic layout of core talents of the Group effectively promoted the full implementation and landing of Ziguang Group's core-to-cloud strategy, promoted the strategic development of Ziguang Group's chip design industry and enhanced its competitiveness in the chip industry.
With the promotion of Dr. Li Liyou, Ziguang Group has appointed Mr. Zeng Xuezhong as CEO of ZTE. Based on the profound working background of ICT industry, Zeng has strong team leadership, especially good at integrating resources and activating teams. He led a comprehensive restructuring and transformation in the terminal area, Product innovation, intelligent technology research and development and sales, and made outstanding achievements .He also has a profound understanding of new technology.
As CEO of Spreadtrum, Zeng Xuezhong will be fully responsible for Spreadtrum's business operations and under the guidance of the Group's core business strategy, ZTE will make full use of Spreadtrum's resources and capabilities to cultivate good external relations and create greater value for customers At the same time, Zeng Xuezhong will further activate the organization and talent, lead the team, through constant innovation breakthroughs, work together to enhance the performance of Spreadtrum, Spreadtrum become a global chip leader in the new era of 5G, and then accelerate the Chinese integrated circuit industry Development process.
4. Zhongying Electronics: AMOLED chip to open up space
Zhongying Electronics released three quarterly reports: the first three quarters of operating income of 493 million yuan, an increase of 36.43%; net profit attributable to shareholders of listed companies 94.9855 million yuan, an increase of 41.53%; non-net profit of 94.1673 million yuan, an increase of 58.75 %; Basic earnings per share of 0.4565 yuan / share.
First, home appliances, motor master chip contribute more
The net return of the Company in the first three quarters of the Company was RMB94,985,500, representing an increase of 41.53% as compared with the same period of last year with the performance growth rate approaching the upper limit of 36% -44% of the range disclosed in the performance forecast. The consolidated gross margin of the Company was 43.15%, representing a decrease of 1.34 percentage points from the same period of last year; Expenses, administrative expenses and financial expenses were 2.89%, 21.25% and 0.91%, down 0.8 percentage points year-on-year, down 4.06 percentage points and up 2.02 percentage points respectively. The main reason for the high growth of the Company was household appliances, The demand for main control chip and lithium battery power management chip is strong, and the number of customers of main control chip of home electric appliance of the company is increasing constantly, the market share continues to improve.
Second, optimistic about the development of AMOLED chip space
In the first half of the year, CEM Technologies Co., Ltd., a subsidiary, successfully delivered a custom-made chip for customers and lighted up the FULL HD AMOLED flexible screen for customers to complete product acceptance. As of the end of the third quarter, the company's second AMOLED Display driver chip new products have been in the wafer chip factory.In AMOLED chip field, the company R & D investment more, the introduction of two AMOLED chip highlights the company's technical strength is expected with the 2018, 2019, the domestic AMOLED production Line into production peak, the company AMOLED driver chip business will enter the performance release period.
Third, earnings forecasts and investment advice
AMOLED driver chips into the second film flow process, the business progress significantly. In the short term, home appliances and motor control chips, lithium battery management chip will be driven by the growth of the main force; AMOLED-driven The chip is expected to relay the company's medium and long-term growth performance is expected to 2017-2019 EPS were 0.69, 1.02 and 1.66 yuan, the current share price corresponding PE were 45X, 30X and 19X. Considering the company is a leading IC design company, AMOLED-driven Chip technology has obvious advantages, active layout of the Internet of Things chips, performance growth of space, give the company 35-40 times PE in 2018, the next 12 months a reasonable valuation of 35.70-40.80 yuan, maintain 'highly recommended' rating.
Risk tips. R & D and promotion of new products risk; high-end technical human resources bottlenecks; increased labor costs; market competition intensified.