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1. The fourth generation of VG core DRAM chips to enter the market in 2018, FPGA products are still research and development;
Set micro-grid news, the stock price soared in recent days Violet Kwok core in accepting several agencies survey said that the first three quarters due to increased investment in research and development and market competition intensified, the overall gross profit margin decline, resulting in decline in performance.At present, the fourth quarter The business was better than expected and the Company's performance in the full year was relatively optimistic. The Company actively explored the IC business market and maintained steady growth in operating revenue.
Purple core is expected, the company's full year 2017 net profit of 235 million to 336 million, a year earlier to 3.36 billion, a year-on-year change of -30% to 0%. The first three quarters, the country's core business revenue 1.308 billion Yuan, an increase of 31.31%; net profit of 213 million yuan, down 22.912%.
For the investment agency research, Guoxin Vice President Du Linhu and the Deputy General Manager Ruan Liying said in an interactive quiz, purple core FPGA products are currently in the R & D investment stage, has invested more than 200 million of its own funds, the current product is still in In the low-end market, in the future, it will also be made to the high-end market to explore the corresponding market. Spreadtrum's products are different from the application fields and customers of the Company's products. There is no competitive relationship and there is no plan to inject the national core of the product.
At the same time, Xi'an Ziguang Guoxin ongoing research and development of 'high-performance fourth-generation DRAM memory chip products' is expected to enter the market next year.For a few days ago Ziguang Group announced in Dongguan invested 100 billion yuan of the project currently does not have a direct relationship with the core, But does not rule out the possibility of future cooperation.
The following is Guolangguoxin Du Linhu, vice president and the Board of Directors Ruan Liying engaged in interactive quiz with investment institutions Record:
1, Q: The company's third quarterly report in 2017 shows that the company's revenue grew rapidly, but the profit dropped. Please explain why.
A: The overall gross profit margin of the Company's business declined in the first three quarters of 2017. In particular, the revenue of the memory chips of Xi'an ZigZag grew rapidly but the gross profit margin was very low, all of which dragged down the overall gross profit margin of the Company. In addition, Increase R & D investment, research and development costs increased rapidly. At the same time, income tax and exchange gains and losses year-on-year also have a greater growth, the company had a negative impact on profit this quarter since last quarter, the larger decline in performance of smart chip business gradually improved, Showing a good momentum of development, the company's annual results will have a beneficial contribution.
2, Q: The memory chip industry is growing rapidly, why the gross margin of Xi'an purple core so low?
A: Xi'an Ziguang States engaged in the DRAM memory chip design business, the company itself does not have the manufacturing process, but the DRAM foundries on the market very little, especially in the market demand during the period, the company due to the smaller, to ensure poor production capacity, Is not conducive to cost control.In addition, Xi'an purple core product revenue growth faster income structure has changed, to a certain extent, affected the overall gross profit margin.
3, Q: The financial statements show that this year's government subsidies have dropped significantly, what is the reason?
A: The amount of government grants received by the company has not changed much in recent years.According to the revision of "Accounting Standards", the company convened the board of directors in August this year to review and approve the "Proposal on the Change of Accounting Policies of the Company", according to the new Accounting Standard "To amend the presentation of financial statements, the government subsidies existing as of January 1, 2017 are subject to future applicable laws and the government grants added between January 1, 2017 and the date of implementation of the new government grants will be revised according to the new government The subsidy standard has been adjusted.The adjustment of accounting policy does not affect the profit and loss, the current and pre-reported profit and loss, total assets, net assets does not have an impact, only according to the specific circumstances of government subsidies will be part of government grants from the financial statements' Non-operating income 'subjects into' other income 'subjects.
4, Q: Please tell us about the company's FPGA product situation?
A: The Company's FPGA business is undertaken by Ziguang Tongchuang Co., Ltd., a subsidiary of Shenzhen State Micro Co., Ltd., a subsidiary of the Company, was adjusted to a subsidiary of Maoyuangxin, a subsidiary of the Company, through management of equity transfer More flexibility. FPGA product is still R & D investment stage, has invested more than 200 million of its own funds. At present the product is still in the low-end market, but also to the high-end market in the future, to open up the appropriate market. Supporting the development of EDA tool software, the client needs a corresponding professional and technical personnel, it also needs to gradually nurture the user market.
5, Q: Spreadtrum will be injected into the listed company?
A: Spreadtrum products and the company's products are applied in areas and customers are different, there is no competition, there is no other significant synergies, there is no plan injected into the company.
6, Q: The company's current DRAM chip products are mainly the second and third generation it?
A: Yes, Xi'an Ziguang Guoxin owns a DRAM design team with scarce markets and is in the process of researching and developing 'High Performance Fourth Generation DRAM Memory Chip Products'. The fourth generation products are more capable, more integrated and faster in reading and writing Fast, is expected to enter the market next year.
7, Q: Please forecast the company's annual net profit?
A: The Company expects the Company's overall business revenue to grow steadily in the third quarterly report. However, due to the increase in R & D investment and the intensified market competition, the overall gross profit margin has declined, resulting in a decrease in operating results year-on-year. For the moment, Operating conditions in Q4 were better than expected, core business maintained a steady growth, and the overall performance of the full year was also relatively optimistic.
8, Q: Recently, Purple Group invested 100 billion in Dongguan, and the country has a relationship with it?
A: Purple Light Group plans to inject 5G Technology Research Institute in Dongguan, purple cloud southern headquarters base, SSD R & D Division, Internet of Things technology research and development and application centers, as well as smart car chip R & D base and sales center five core modules. National core is not too direct relationship, but does not rule out the possibility of future cooperation.
2. Spreadtrum first SC9853i mobile phone officially released, the main overseas markets;
Set micro-net November 21 news, the first equipped Spreadtrum SC9853i terminal models collar song (LEAGOO) T5c grand listing, 14nm advanced technology, rear Samsung dual camera, chip-level dual camera algorithm optimization, the price is only 129.99 US dollars, About RMB 860. With the release of the collar song T5c, there will be more next year based on the Spreadtrum SC9850 series of upcoming terminals.
The SC9853i is a full line of high performance and differentiated LTE chip platforms released by Spreadtrum Communications at the Global Partner Conference in August this year. It uses Intel 14-nanometer technology and has an 8-core Intel Airmont processor architecture with a clock speed of 1.8GHz The communication mode supports five-mode downlink Cat 7. Uplink Cat 13 two-way carrier aggregation, downlink rate up to 300Mbps, uplink speed up to 150Mpbs.
From the other configurations of the Lyra T5c, Sharp 5.5-inch 1080p IPS screen, the brightness of more than 400nit, front non-press fingerprint recognition, built-in 3GB memory (Samsung), 32GB storage (SanDi), 3000mAh battery. , The main 13 million pixels (Samsung), 1 / 3.06 inch sensor, 1.12 micron pixel size, F2.2 aperture, auxiliary 2 million images.
In particular, Spreadtrum SC9853i series focus on enhancing the processing power of dual cameras, built-in 3DNR to enhance night shooting experience, with the chip-level dual camera algorithm optimization, depth of field, real-time beauty, 3D modeling, AR and other functions.
3. The first national micro-certified dual-core storage controller chip GK2301 released by the public use of manufacturers;
Set micro-network news, recently, NSK Microelectronics (stock code 300672) held a product launch in Beijing, the official launch of China's first access to China's information security evaluation center, the dual certification of the State Password Authority, has completely independent intellectual property rights of the National Science Section Micro-second-generation storage master chip - KG2301, access to Dahua, Zhejiang, Aerospace 706, winning Kirin, Shenzhen fir rock and other partners to adopt, is currently available in small quantities, is expected to volume shipments next year.
Memory chips are widely used in the basic components of computers, laptops, servers, cell phones, tablet computers and other devices. According to statistics, the Chinese market consumes 30% of the NAND flash memory chips in the world in 2017, while China's memory chips, Control chip almost entirely dependent on imports, information security is a serious threat.
Mr. Peng Wenbing, Deputy Director General, Department of Electronic Information, Ministry of Industry and Information Technology, Mr. Ding Wenwu, General Manager of National Grand Fund, Mr. Gao Songtao, Vice President of Huaxin Investment Management Co., Ltd., Mr. Xiang Ping, Chairman of State Key Laboratory of Cryptography, China Commercial Code Testing Center and China Information Security Assessment Center Two evaluation agencies, as well as China Aerospace Science and Industry Institute 706, winning Kirin, Changjiang Storage, Zhejiang Dahua dozens of cooperation units attended the conference.
It is understood that GK2301 series chip hardware integrated SM2 / 3/4 encryption and decryption algorithm, AES256 encryption and decryption algorithm, the use of high-speed SATA 6Gbps interface with the host communication, the use of verification methods to prevent firmware from being tampered with, multi-level encryption to prevent the password is cracked, Lock debug interface and high-intensity user data encryption and other means to effectively ensure the SSD products have both high performance and high security.
At the same time, GK2301 series of chip layout, hardware and software source code, the chip's autonomy, as well as the company's information security and confidentiality construction, all through the China Information Security Evaluation Center harsh security review, from the source to eliminate the risk of compromise and truly achieve China's core self-controllable and safe.
At the meeting, Peng Hongbing pointed out: In the report to the 19th Congress, General Secretary Xi Jinping mentioned that the two main points of the essence of the real economy and industry are innovation and security, and that international cooperation should be promoted at the same time. The development of the year will not only carry forward the spirit of independent innovation, but also grasp the key points of safety and control. It is also very rare that we should cooperate with major international companies.
Ding Wenwu also pointed out that China Micro-Tech constantly innovates and does not satisfy the status quo, and products have expanded from direct broadcast satellite to solid-state storage, internet of things, intelligent monitoring, etc. At present, the storage industry is hot but the storage industry in China is very weak with almost zero. Involving information security, we must develop self-controlled, safe and reliable storage industry system to solve the storage industry issues from memory chips to control chips. Information security depends on independent control to solve, I believe soon will be some progress and preliminary Breaking the foreign monopoly, I believe NSK Micro will bring more new products and bring new strength to the industry.
Takamatsu said that storage controller is difficult and requires a lot of investment in the industry.CNC micro-bear the important mission of the storage industry and the task of the country.Huoxin think Micro-branch in the storage industry efforts and investment, but also optimistic about the team, in good faith Hoping to help China National Micro-Micro contribute to the information security of the country.Huaoxun, as an important shareholder of National Micro-Microelectronics and National Micro-Micro, coordinated various resources to support the development of National Micro-Micro in information security.
'We can provide diversified solutions and differentiated services such as encrypted SSD secure cloud storage solution and operating system trusted certification to meet the different needs of customers and make every effort to ensure that customer requirements are met. Ma Yi, general manager of the introduction of the road line.
Wei Min, chairman of NSK, said in conclusion: 'We hope that all the cooperation units will support this project and adopt the solution from National Science Branch. Based on your feedback, we will continue to increase R & D and product innovation iterations to truly catch up with the international advanced level We should make our due contribution to our country's self-controllable and domestic substitution. '
4. Zhongguancun IC Design Park next year and investing in a number of enterprises such as Siu Yi innovation contract
Recently, the reporter learned from the China IC Design Industry 2017 Annual Meeting and Beijing IC Industry Innovation and Development Forum was informed that as one of the key projects of Zhongguancun Science City, Zhongguancun IC Design Park will be officially put into operation in the first half of next year.
At the opening of China's IC design industry annual meeting, the global IC industry, more than 1,600 business representatives and experts gathered in Beijing.At the same time, Zhongguancun Integrated Circuit Design Park and the National Fund Management Company Wal-Mart investment to build China's integrated circuit Eco-environment cooperation signed, and with Howe Technology, Beijing trillion core, Siu Yi innovation and other enterprises on behalf of eight companies to build integrated circuit industry gathering area to sign a comprehensive display of Beijing to promote the fruitful achievements of integrated circuit industry Zhongguancun characteristic exhibition also Appearance at the annual meeting.
As a key project of Beijing Municipality and a key construction project of Zhongguancun Science City, Zhongguancun IC Design Park is an important part of Beijing's construction of 'North Design, South Manufacturing' industry spatial layout, as well as building a highly sophisticated economic structure and building a national science and technology innovation Center of the important initiatives of the park by the Zhongguancun Development Group, the first group of two state-owned enterprises jointly build the park is located in Haidian District, Beijing Zhongguancun No. 1 South District, covering 60,000 square meters, construction area of 220,000 square meters, started in 2016, 2018 The first half of the year can be put into use.
In the future, Beijing will use Zhongguancun Integrated Circuit Design Park as a platform to explore the mode of "fund + base + incubation + mentor" and link the resources of "technology + talent + platform + market" to build a first-class integrated circuit industry innovation community.