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From A shares of semiconductor to IC concept stocks, who will nurture the next 'Samsung'?
In the past ten years, domestic semiconductor companies have gradually moved from cost-driven to technology-driven innovation, and domestic semiconductor companies have made great strides in product development and technological innovation, for example, Huawei's Qilin processor series (Kirin 970 AI processor) 2G / 3G / 4G communications baseband chip, the top of the fingerprint chip technology, Siu-innovative NOR flash and MCU, etc. Over the past year, including the top science and technology, Siu Yi innovation, Fu Han Micro, St. Bond shares, Micro, Weir shares and many other integrated circuit companies landing China A-share market, semiconductor and mobile phone industry chain ushered in an unprecedented activity.
Review of the past decade, the semiconductor industry R & D investment continued to grow, R & D expenses accounted for the proportion of revenue and the United States gradually narrow the gap between the average annual R & D expenses of A-share semiconductor companies increased from 15.7 million yuan in 2007 to 159 million yuan in 2016, The share of revenue increased from 2.8% to 8.17%, higher than the share of R & D revenue of 5% of international technology companies, which is gradually narrowing compared with the proportion of the United States of more than 10% in the global market. Revenue volume, such as Intel R & D annual investment of 100 billion US dollars, from the absolute value of R & D investment in the country still need continued large-scale investment.
With the rise of the domestic smart phone industry and global electronics manufacturing industry to the mainland, the domestic semiconductor industry entered a golden stage of development.Accumulated by the macroeconomic recovery and the low base in 2009, the average revenue and the average net return of individual stocks in the semiconductor sector in 2010 increased year-on-year Speed peak, and then drop back to bottom in 2011, and opened up a new round of upward growth in 2011-2016 A-share semiconductor stocks average revenue continued to grow, year-on-year growth accelerated upward trend in the A-share semiconductor segment, the stock The average closing price increased from RMB 562 million in 2007 to RMB 1,951 million in 2016 with a CAGR of 14.84%. The median revenue of individual stocks increased from RMB 469 million in 2007 to RMB 1,005 million in 2016, with a CAGR of 9.78% .
From 2011 to 2016, the average net return of individual stocks of A-shares continued to expand, showing an upward trend year-on-year growth rate. In the A-share semiconductor segment, the average net return of individual stocks increased from RMB49.2999 million in 2007 to 1.38 100 million yuan, CAGR was 12.10%, net profit attributable to shareholders of the net increase from 32.5637 million yuan in 2007 to 98.5494 million yuan in 2016, CAGR was 13.09%.
From the perspective of gross profit margin and net profit margin, the gross profit margin of A-share semiconductor segments remained above 20% and the net profit margin was 6.5% ~ 11.6% from 2007 to 2016. IC products are being reduced every year due to the influence of Moore's Law, Continuous introduction of new products, research and development of new technologies, new processes, in order to maintain a more stable gross margin.
According to the incomplete statistics of the micro-grid, there are over 20 IC design companies listed in the market, 70 A-share listed companies in semiconductor and component industry, semiconductor and mobile phone industry chain companies ushered in an unprecedented active.With SMIC, IC concept stocks represented by Violet Guoxin, Siu Yi Innovation, Vail, Silan Micro, Jing Jiawei, Guoke Micro, Beijing Junzheng, Weiteng Technology, Changdian Technology and Tongfu Microelectronics have been formed, The reason why IC stocks are stronger, is the result of many factors resonance.China IC concept stocks have been formed and will gradually grow, if the past five years is the growth of China's mobile phone concept stocks five years, I believe the next five to ten years IC concept stocks will usher in a huge outbreak cycle.
According to the "Outline of National IC Industry Development," the industry growth rate of more than 20% of the request, Huatai Securities, China's semiconductor industry is expected to scale by 2020 will reach 143 billion US dollars, 2015-2020 compound growth rate over 20%, far higher than the global An average of 3% -5% growth.From the A-share development potential of various industries horizontal comparison, A-share technology star of the future will be born in the electronics field.
Huatai Securities believes that the IC concept stocks will nurture the next "Samsung" rather than "FAAMG" (Facebook, Apple, Amazon, Microsoft and Google) .This is due to three reasons: First, the existing market capital markets in China System and distribution system more consider the characteristics of traditional enterprises, the domestic blue-chip Internet technology mostly in overseas markets, China's FAAMG shares in the stock rather than A shares.Secondly, China stocks BAT has formed a barrier advantage, A shares of the Internet Finally, draw on successful cases of countries like Japan and South Korea relying on government support to complete high-tech industry relocation, the domestic semiconductor industry is vigorously developed.With the development of Internet of Things and automotive electronics will bring huge emerging market demand, domestic The world's largest downstream demand and processing market, relying on government policy support, mainland China will be the fastest growing semiconductor industry in the next 10 years.
2. Spreadtrum won the 2017 China's Most Innovative Enterprise Outstanding Contribution Award;
Set micro-mesh news, the face of rapid technological advances, the power of information explosion, innovation has become the strongest voice of the times. Since the founding of Spreadtrum in 2001, adhere to the core competitiveness of independent innovation, a series of China's "core" research and development On December 14, 2017, at the 7th '2017 China Innovation Summit and the Most Innovative Enterprise Award Ceremony in China' sponsored by Economic Observer, Spreadtrum relied on its constant pursuit of innovation and China's chip industry, driving force, won the "annual China's most innovative enterprises Outstanding Contribution Award."
The 'China Innovation Summit' has been successfully held for seven sessions. In 2017, with the theme 'Innovation Defining the Future,' it brings together annual business leaders who have demonstrated outstanding performance in strategy, talent, leadership, culture, technology, products and business models , Is committed to building a top-level exchange platform to share successful practices in business innovation and business innovation to explore the future business development trend.As a leading chip design company, Spreadtrum stand out from many outstanding enterprises, with their own great achievements, to show the world Own innovative force.
Full layout, innovative products after another
In 2017, Spreadtrum's mobile chip products fully cover the global high-end and low-end markets. It has introduced innovative and differentiated 14nm 8-core based on Intel architecture and 64 high-end LTE SoC chip platforms such as the SC9861, SC9853I, Power consumption LTE chip platform SC9850 series, help the global market consumption upgrade. Core independent, domestic CPU to achieve a breakthrough
Spreadtrum completed the independent research and development of domestic mobile phone chip CPU processor independent research and development. Spreadtrum is currently the only one with independent embedded CPU core technology of mobile phone chip design manufacturers. The successful development of domestic independent CPU is not only a major breakthrough in China's mobile chip core technology , At the same time to promote China's chip controllable and have a positive meaning.China's leading, 5G technology just around the corner
With the advent of the 5G era, Spreadtrum has accelerated the pace of research and development of 5G technology and has successfully completed the interoperability docking test with Huawei 5G prototype base station and established a leading position in China. In 2018, Spreadtrum will launch a chip that supports the 3GPP R15 5G standard Layout of things, many fields work together
In addition to mobile communications products, Spreadtrum has accelerated the pace of the layout of the Internet of Things and has innovative technological solutions in various fields. In the field of car networking, Spreadtrum introduced its first LTE rear-view mirror solution SL8541, currently with China Mobile Spreadtrum jointly launched CUP to launch domestic financial terminal solution.In the area of information security, Spreadtrum launched SL8301, a high and mid-end secure mobile phone chip platform, and truly independent security of information.In the field of continuous innovation, Spreadtrum has developed into For the future, Spreadtrum will continue its core craftsmanship and make independent innovation the strongest engine for enterprise development, allowing innovation to define the future and lead the next global core with 'China Core' Time '.
3. Junzhengxin help again! WAMI Technology released AMAZFIT intelligent sports watch 2 generations;
Set micro-grid news, the evening of December 12, China meters technology officially released 50 meters waterproof and support triathlon AMAZFIT smart sports watch generation 2. This time release of the second generation sports watch a total of two models: AMAZFIT smart sports watch 2 and 2S enjoy the version, priced at 999 yuan and 1499 yuan. 2 generations of smart sports watches inherited the advantages of a generation watch, at the same time in the design and professional sports functions have a breakthrough.
It is noteworthy that, following the AMAZFIT smart sports watch 1 generation, the release of the AMAZFIT smart sports watch 2 generations continue to use the Beijing Junzheng's M200S chip. This chip is Junzheng specifically for intelligent wearable products equipped with 'low power Not only does it have the performance of a mobile device-class XBurst CPU dual-core (1.2GHz / 300MHz), but also ultra-low power consumption of only 0.07mW / MHz. In addition, the built-in voice wake-up engine is one of the most prominent features, Have 3D GPU, VPU, ISP and so on.
AMAZFIT smart sports watch 1 generation endurance has been the market test, and AMAZFIT smart sports watch 2 generations still have tough life, open the GPS still life 35 hours, easily support a 100 km cross-country if according to the daily Running for half an hour, pushing 200 messages can continue to use 5 days!
Hand polished ceramic bezel, 2.5D sapphire glass
The new watch inherits a generation of anti-fall anti-draw ceramic watch frame, and the use of hand-polished so that the warmth of the ceramic beauty to show most vividly.
The new watch uses 2.5D arc glass, so that the screen as a drip-like overflowing visual effects, and the screen 60 minutes scale complement each other. Exclusive Edition also equipped with abnormal scratch sapphire glass.
316L stainless steel keys, leather and Viton double strap
The new wristwatch uses three classic physical buttons, bringing the second convenient touch screen operation, buttons and the new design of the lugs, charging contacts are all made of 316L stainless steel, beautiful and durable.
The new watch case uses fiberglass-reinforced polycarbonate with an exquisite 3D laser carbon fiber texture for a more comfortable feel and wearing experience.
In addition, the exclusive version comes with a comfortable and breathable leather wrist strap and the top material of the same paragraph with the apple watch strap fluorine rubber strap.
50 meters swimming water, iron and other 11 kinds of sports patterns
The new watch uses a 50-meter swimming waterproof grade, and has a swimming pool and open water swimming two modes. Swimming pool can automatically remember trip, provide swolf efficiency index, and to identify breaststroke, freestyle, backstroke, butterfly stroke four kinds of swimming; Open water swimming is to support the trajectory, swimming distance.
The new watch has 11 sports modes built in and is updated with the exception of 10 common sports such as running, walking, outdoor riding, indoor riding, indoor running, swimming pool, elliptical machine, mountaineering, trail running and open water swimming. By the composite sports triathlon model to meet the needs of sports god.
Firstbeat Professional Motion Algorithms teach you how to exercise better
This time we collaborate with Firstbeat, one of the leading sports research institutes in Europe. Firstbeat is the behind-the-scenes 'black' hand for a variety of high-end professional sports equipment and provides technical support to world-class Arsenal, Manchester City, etc. Using Firstbeat's algorithm, This device gives highly motivated advice on how to exercise good health and improves performance.
By working closely with Firstbeat, we have been able to generate VO₂max, TD, TE, Recovery Time, next exercise recommendation, real-time exercise instruction, current fitness status analysis Massive professional sports data.
35 hours GPS life, a strong heart rate throughout the day
Of course, this watch is still life tough, open the GPS still life 35 hours, easily support a 100-km cross-country race.
If you run for half an hour a day, 200 messages can be continuously used for 5 days!
In addition, the new watch supports the heart rate and the external heart rate belt, bringing more professional sports experience.
More stable operating system, data more detailed APP
After 64 weeks of grinding, we introduced the new AMAZFIT watch App 2.0 and WOS watch operating system, more stable, faster, more comprehensive exercise data show, the new watch sports data also supports access Yue Yue Quan circle and other Tripartite App.
Lapping intelligence, smart home control, Alipay payment and other useful features
Compared to the traditional sports watch, AMAZFIT smart sports watch remarkable performance in the area of excellence.
You can use it to control Mi home smart home devices, Alipay offline payment, Bluetooth songs, view information push and weather, set the silent alarm and call alerts, monitoring sleep.
This is the AMAZFIT smart sports watch 2, the annual closing ceremony of China Science and Technology, loyalty to beauty, death knock sports, refined intelligence, 999 yuan standard edition, enjoy the version of 1499 yuan, now you can search directly on Taobao, Lynx Meters' into AMAZFIT official flagship store, or Jingdong Mall to participate in pre-sale!
Release time:
AMAZFIT Smart Sports Watch 2:
At 12:00 on December 12 in Lynx AMAZFIT official flagship store and Jingdong Mall to open pre-sale.
AMAZFIT smart sports watch exclusive version 2S:
At 10:00 on January 9 Lynx AMAZFIT official flagship store and Jingdong Mall starting.
4. Through Oriental Asset Management, Huada Semiconductor acquired 11.69% equity of advanced semiconductors;
Set micro-mesh news, December 14, advanced semiconductor announcement said the company recently by the company's major shareholder - China Orient Asset Management Co., Ltd. (hereinafter referred to as 'Oriental Asset Management') informed that its December 7, 2017 Day, it has entered into a share transfer agreement with Huada Semiconductor Co., Ltd. in relation to the disposal of 179,303,000 domestic shares of the Company to Huaxia Semiconductor by Orient Asset Management, which amount to approximately 11.69% of the total issued share capital of Advanced Semiconductor.
In addition, China Semiconductor owns approximately 26.45% interest in Shanghai Belling, and Shanghai Belling holds 88,726,400 domestic shares in Advanced Semiconductors, representing approximately 5.78% of the total issued share capital of Advanced Semiconductor.
Pursuant to the transfer agreement between Orient Capital and China Semiconductor, the Domestic Shares Disposal will be completed after fulfilling all the conditions precedent of completion of the Domestic Shares Disposal pursuant to the Share Transfer Agreement. Immediately following the completion of the Domestic Shares Disposal, the Oriental Asset Management Will no longer be a shareholder of Advanced Semiconductor.
Advanced Semiconductor is a leading foundry specializing in analog silicon that specializes in the manufacture of mixed semiconductor semiconductors and bipolar high content mixed signal semiconductors with a leading position in automotive electronics, MEMS and IGBTs. Some of its customers include some of the world's leading integrated devices Manufacturers and fabless semiconductor companies Standard and specialty semiconductors for advanced semiconductors, designed by corporate customers, are used in a variety of end-market applications including computing, communications and consumer electronics.
5. Ministry of Industry issued artificial intelligence three-year action plan, focusing on cultivating these eight products
Set a comprehensive micro-network coverage, a few days ago the Ministry of Industry issued "to promote a new generation of artificial intelligence industry development three-year action plan (2018-2020)", designed to implement four key tasks, and strive to 2020, a series of artificial intelligence landmark products Important breakthroughs have led to the formation of an international competitive advantage in a number of key areas. The integration of artificial intelligence and real economy has been further deepened and the industrial development environment has been further optimized.
The Action Plan sets forth four major tasks.
First, focus on nurturing and developing intelligent products such as smart car, intelligent service robot, intelligent unmanned aerial vehicle, medical imaging aided diagnosis system, video image identification system, intelligent voice interactive system, intelligent translation system, smart home product, etc. Intelligent products in the economic and social integration.
The second is to focus on the development of intelligent sensors, neural network chips, open source open platform and other key areas, tamping the development of artificial intelligence industry hardware and software foundation.
Third, to deepen the development of intelligent manufacturing, to encourage the exploration and application of the new generation of artificial intelligence technology in all aspects of the industrial field, to enhance the innovation capability of intelligent manufacturing of key technology and equipment, and to foster the promotion of a new mode of intelligent manufacturing.
The fourth is to build a public support system for industry training resources, standard testing and intellectual property service platform, intelligent network infrastructure, network security and other industries, and improve the environment for the development of artificial intelligence.
Focus on cultivating eight categories of smart products
In developing smart products, the Plan of Action sets out detailed development goals:
By 2020, JLV will establish a smart, smart and real-time smart car network intelligent platform to form a platform-related standard to support highly autonomous driving (HA level).
In terms of intelligent service robots, breakthroughs will be made in key technologies such as environment awareness, natural interaction, autonomous learning and human-computer collaboration by 2020. The intelligent home service robot and intelligent public service robot achieve mass production and application, medical rehabilitation, , Fire rescue and other robots to achieve prototype production, complete technical and functional verification, to achieve more than 20 application demonstration.
In the field of intelligent UAVs, by 2020, the smart consumer UAV 3-axis mechanical stabilization head reaches 0.005 degrees, realizing 360-degree omnidirectional perception of obstacle avoidance and realizing automatic and intelligent forced avoidance of air traffic control areas.
In the field of medical imaging aided diagnosis system, by 2020, the advanced multimodality medical imaging diagnosis system in our country has the detection rate of more than 95%, the false negative rate less than 1% and the false positive rate less than 5%.
In the video image identification system, the effective detection rate of face recognition in complex dynamic scenes exceeds 97% by 2020, and the correct recognition rate exceeds 90%, which supports the recognition of face features in different regions.
In terms of intelligent voice interactive system, by 2020, the average accuracy rate of Chinese speech recognition in multi-scenarios will reach 96%, the recognition rate of 5 meters in far field will exceed 92%, and the accuracy of user dialogue intention recognition will exceed 90%.
In the field of intelligent translation systems, the multilingual intelligent mutual translation achieved significant breakthroughs by 2020, with the accuracy of translation of products in Chinese-English translation and English-Chinese translation exceeding 85%, and the accuracy rate of intelligent translation between minority languages and Chinese languages significantly improved.
In the field of smart home, by 2020, the category of smart home products will be significantly enriched, the penetration rate of smart TV market will reach over 90%, and the intelligent product level of security products will increase significantly.
In addition, the document also encourages local governments to step up investment in fostering a group of leading enterprises in artificial intelligence, building an artificial intelligence industrial cluster, and guiding multi-lateral capital to participate in the development of artificial intelligence industry so as to promote vocational schools to cultivate urgently needed skilled personnel.
Three key breakthroughs in the core of the foundation
"Action Plan" pointed out that accelerating the development and application of high-precision, low-cost smart sensors to break through the cloud-based training and terminal applications for neural network chip and supporting tools, support for the development of artificial intelligence framework, algorithm library, toolset research and development, support Open-source and open platform construction, and actively layout intelligent software designed for application of artificial intelligence to reinforce the hardware and software foundation for the development of artificial intelligence industry, focusing on the following breakthroughs in the following fields:
Intelligent Sensor Support the research and development of key technologies such as miniaturization and reliability design, precision manufacturing, integrated development tools and embedded algorithms to support the research, development and application of smart sensors based on new requirements, new materials, new processes and new principles. , Piezoelectric sensors, magnetic sensors, infrared sensors, gas sensors and other performance significantly improved, in the simulation, design, MEMS technology, packaging and personalized testing technology to achieve the international advanced level, with mobile wearable, the Internet, cars Electronics and other key areas of system design capabilities.
Development of high performance, scalable, low power, cloud-based NES chip for machine learning training applications, development of low-power, high-performance terminal neural network chip for end-use applications for machine learning computing, development And neural network chip supporting compiler, driver software, development environment and other industrial support tools. By 2020, made breakthroughs in neural network chip technology, the introduction of one or several mainstream neural network algorithm; intelligent terminals, automatic driving, Intelligent security, smart home and other key areas to achieve large-scale neural network chip business.
Open platform for open source.For the common technologies such as machine learning, pattern recognition, intelligent semantic understanding and the application of key industries such as autopilot, it supports the research and development of development framework, algorithm library and toolset for cloud training and terminal implementation, supports the open source development platform, Open up technological networks and open source communities and encourage the construction of an open computing service platform that meets the needs of complex training and encourage key leading enterprises to build a new industrial ecosystem based on open source and open technologies for software, hardware, data and application collaboration. By 2020, cloud-oriented training Open source development platform to support large-scale distributed cluster, a variety of hardware platforms, a variety of algorithms, open source development platform for terminal implementation with lightweight, modular and reliability features.