Ten, Set micro-grid: Semiconductor Assembly ignited IC stocks
Will be set micro-column in the tenth article a bit selfish, but stand in the old man's point of view to judge we should understand.
This year set micro-network completed the Pre A round of financing, but also state-owned, as the industry media website, took the first step in financing development, Lao Lao feel not easy.
These days just set the tenth anniversary of the establishment of micro-grid, all these years have friends want to inject micro-grid set, has never thought clearly, although micro-set micro-nor lack of money, not easy to drag a friend.
September set the micro-semiconductor summit planning for many years, to convene it is not easy, but it also basically set the tone after the summit.
Many domestic semiconductor summit, said coincidentally, set the micro-grid summit opened the IC concept of rising channel, the summit not only invited hundreds of CEO presence, but also for the first time to more than 400 secondary market analysts and Fund manager introduced the concept of IC stocks, ignite the market is not surprising.
Of course, many IC companies landed on the A-share market in the past year and the second phase of major funds were the catalyst for detonating IC concept stocks.
Nine, Cambrian: Internet Fund Invasion of Semiconductor
Cambrian valuation of one billion US dollars, many people in the industry can not figure out, because this is contrary to the past many years IC Fund investment guidelines, after all, despite the hot AI, Cambrian camp not much revenue.
Cambrian this year is the supplier of Huawei Hass, surely next year, but after a good guess, Haas has always been the style must use the Cambodian cut its own IP.
Cambrian not much revenue valuation of one billion US dollars, Shang Tang technology is actually higher, the same as there is no revenue, but this is the Internet game people play.
Traditional IC Fund can not read, do not dare to vote, normal, people betting Internet fund is the concept of the future.
First possession of users, and then seek development, but this is valid in the field of integrated circuits, yet to be verified.
In any case, the intervention of new forces is beneficial to the integrated circuit industry as a whole.
Eight, bit continent: Alternative IC design dark horse
China's IC industry has been no shortage of upstarts, from the earliest Actions Semiconductor, Vimicro, Spreadtrum / RDA, to the later exchange top, Siu Yi and so on, but just from the profit point of view, it seems never reached the height of the bit continent.
Outsiders are not sure how much the bit mainland earned this year, an argument is billions, anyway, a lot of the news came from the supply chain in Taiwan a few days ago, bit 10 continent 10nm orders surpassed Haas in December as the largest customer TSMC.
Many people are not optimistic about the future of Bitcoin Mining, to be honest Lao Zi is not optimistic, but the bit mainland China is to data processing, AI transformation, is said to have become Ali, Tencent suppliers.
Technical strength is not bad, one argument is that the continent may become Nvidia's challenger.
And given the market potential of mining machines, the hot market started in July this year seems to be better next year.
A generation of boxing champion Ye Hao, several generations of boxing champion worth mentioning, anyway, this year, the Bengt continent will not be included in the Top Ten news can not be justified.
Seven, Fujian Jinhua: DRAM production is not the first occurrence of lawsuits
Although the domestic and foreign media hype each day the rise of the mainland memory industry, objectively speaking, including Samsung, Hynix, Micron, Toshiba really did not take the mainland competitors seriously, people know how difficult it is to make memory.
As for the patents, although Micron sued UMC and Jinhua for trade secret infringement, this does not mean that the mainland memory industry will face a patent war in the next few years because you must first enlarge the memory industry.
Regardless of the Yangtze River storage, Hefei Changxin or Fujian Jinhua, whether it is Flash or DRAM, the mainland memory has just started, leaving aside the technology aside, not losing three to five years, China's memory can not be based.
Many people compare Fujian Jinhua with patent litigation faced by China Semiconductor. In fact, the two are not the same thing at all.
Micro-semiconductor started very high, Fujian Jinhua itself is the UMC technology, people really have the technical level of Samsung can not find the mainland cooperation, as later talked about Hisilicon success model can not see the touch, the development path of micro-semiconductor The same can not be copied.
China's development of the memory industry really need to consider the patent, but the most crucial thing is to put aside these first technology to catch up, have the ability to catch up with natural and ultimately patent applications.
Sixth, Spreadtrum: Zeng Xuezhong alternative Li Li tour can turn the tide
Needless to say, Li Li, the past decade on the contribution of Spreadtrum, Spreadtrum was once synonymous with China's integrated circuit, the current trough was normal.
Zhaowei Guo Zeng Xuezhong instead of Li force travel can turn the tide no one can give the answer, the old man can not.
China's IC in the past two or three decades has not got rid of the development model of a generation of boxing champion, only shows that China's IC industry is too weak, accumulated history, precipitation is not enough.
Although China's IC industry is booming every year, although the industry as a whole is expected to have a revenue of more than 900 billion in 2017, it is an indisputable fact that China's industry lacks giants in addition to Haas.
A non-giants industry is definitely not a mature industry, blowing heaven is useless.
Fifth, Datang: joint venture Qualcomm suffered Internet tearing force
Over the past few years continue to experience the Internet and mobile phone industry, all kinds of tearing war.
To be honest, the old man do not like, but also forbidden set micro-network involved, including this year's Datang, Qualcomm and purple contest.
However, it is obvious that this war has forced the industry to bring a lot of bad effects, like it or not.
Can not control others, Lao Shao can do is set more rigorous management of micro-network, rather closed down can not be transformed into today's headlines!
Fourth, Omnivision: High-quality semiconductor standard hard to find
Datang, purple after another tearing force is about Omnivision, although in the end a lot of people do not know the context.
Omnivision twists and turns this year, the first is the acquisition of Jun Zheng failed, after the failure of the acquisition of Vail, until finally Omnivision turned Verger boss Yu Renrong holding company came to an end.
There are many companies that are eyeing Omnivision. All that can be said is that while the international mergers and acquisitions in China's IC industry are in full swing, there are not many targets for M & A or acquisitions. Some have said that Omnivision is the last high-quality IC design target to be right.
Are there any trillions of IC funds in China? Actually, we all really know that if the hundreds of billions of big funds are real money, the local government funds may actually be only 10% or even less.
Even if this funding is available, the investment in IC market in China has shown little to no pay. Objectively speaking, China's ICs can not afford to invest over a trillion yuan now.
Third, Hass: successful model can not see the touch
If the last two or three decades of China's largest integrated circuit harvest, non-Huawei Hisilicon.
Only one HiSilicon in China can keep up with the most advanced processes in the world, and only the HiSilicon can compete with the international giant in terms of management, remuneration and talent.
Hisense is good, but Hisilicon can not be copied, just like Huawei can not be copied, Haisi success because there is a rich father, and is a patient father rich, or a rich dad can give full support and cooperation in the client , This other semiconductor companies can not have.
Hisilicon into the mainland's top ten IC industry this year, not because of these news, the main reason is that HiSilicon has made a breakthrough in memory outside the unicorn, although others do not publicity.
Second, Siu Yi: DRAM industry into the potential giant
Siu Yi is very low profile, low profile to find it hard to find a picture of Zhu Yiming online.
He denied participation in Hefei Changxin a long time after the trillion to participate and dominate Hefei Changxin finally surfaced this year.
Guess well, Hefei Changxin will become another memory investment in the Yangtze River after the storage company, DRAM is very difficult, but many people in the industry optimistic about the trillion can stick to the end.
There is a lack of giants in China's semiconductor industry and many people are optimistic about it. However, before this goal is reached, there is still a long way to go.
First, SMIC: Zhou Ziyue alternative rise
In 2015, when Zhou Zixue became the chairman of SMIC, no one thought of today's SMIC.
A few days ago, the old man said Liang Mengsong joined SMIC this year, the largest event in China's IC industry, not one, but the real trader is Zhou Zixue.
Because Liang Mengsong, SMIC fundamentally solved the problem of advanced manufacturing process, but about the future of SMIC or weekly learning, the past two years have proved Zhou Zi Xue in the corporate governance of the old and mature.