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1. Gore shares due to major customer orders to adjust and affect the performance;
Set micro-network news, recently, shares of Goer shares continued to fall, this, Goer shares on February 5 said on the interactive platform, the company's short-term performance by the major customer order adjustments, which have also been fully reflected in the stock price fluctuations But still optimistic for the whole year. The continued upgrading of domestic and foreign mobile phone customers' acoustic components was confirmed. The Company's market share continued to improve. Goer shares also entered the harvest season in the fields of optics and radio frequency. The smart hardware products also showed good performance Growth momentum, these will support the company's performance this year and the continued growth in the coming years.
Previously, Goer shares in the 2017 third quarterly forecast, the company's full year 2017 net profit of 2.064 billion yuan -23.95 billion yuan, an increase of 25% -45% .But with major customers Apple's order adjustment, the song Seoul shares Will inevitably be affected, the overall performance in 2017 or less than expected.
However, Goer shares also stressed that Huawei is the company's long-term strategic customers, with products covering smart phone components, smart wear and smart headset machine and other fields.In addition, Goer shares smart speakers and voice technology more emphasis In the field of consumer, but also has begun to expand into the automotive field.
2. Jiangfen Magnet abandon preemptive rights, the introduction of capital to accelerate the development of epitaxial;
Set micro-grid news, February 5 evening, Jiang powder magnet announcement that the company will give up a wholly owned subsidiary of Jiangfen Hi-Tech capital increase the priority subscription rights to be proposed by the partnership to RMB 1,215,520,410,000 capital increase Jiang Fenghuoke, The board of directors has agreed that the company should give up the right of first refusal to Jiangfen Gaoke.
The above partnership is jointly established by Jiangmou Magnet and wholly-owned subsidiary Jiangmen Pengjiang Qu Jiangjin Gold Service Asset Management Co., Ltd., Guangdong Jinxin Taifu Capital Management Co., Ltd. and China Merchants Securities Assets Management Co., Ltd. The first phase of the Investment Fund (Limited Partnership) (hereinafter referred to as the "Partnership Enterprise") is mainly used for investing in the construction of Guangdong Jiangfen Hi-Tech Industrial Park Co., Ltd. (hereinafter referred to as "Jiangfen Gaoke") and supporting funds for the project.
It is reported that Jiangfen Hi-Tech (the original 'Jiangmen City Sanqi New Energy Co., Ltd.' (hereinafter referred to as Jiangmen Sanqi ')') was established on January 20, 2011. In 2014 Jiangfen Magang acquired Jiangmen Sanqi 100% In January 2016, Jiangmen Sanqi was renamed as Guangdong Jiangfen Hi-Tech Industrial Park Co., Ltd. and a new production plant and equipment were purchased to expand its production capacity for the production and sales of liquid crystal display modules.
The capital increase is completed, the partnership holds a stake in Jiangfen Gaoke ratio of 73.72%, Jiang Powder Magnet stake of 26.28%. Jiangfen Gaoke registered capital from RMB 204,050.56 million yuan to RMB 160,000,000 yuan The partnership increased the capital of Jiangfen Hi-tech to RMB 121.55241 million, of which RMB 117.5954 million yuan was used for subscription of newly increased registered capital of Jiangfen High-tech Co., Ltd. with the remaining 359.5297 million yuan entered the capital reserve.
Jiangfen Magang said that this capital increase will help the company to further play its industrial advantages and management advantages and open up the use of capital markets and industrial resources Jiangyin Magma to serve the real economy innovation mechanism to achieve a virtuous interaction of industrial resources and financial capital , Speed up the pace of development of the company epitaxial.
3. Mo Taikang: China's semiconductor industry as a whole;
For the future development of the industry, there are immature views as follows: the memory should be concentrated, not too many homes, and the 12-inch production line can not be too much and too scattered. The government should guide actively, dare to speak bluntly, and local governments should do their best and can not afford to patronize The project was launched, while ignoring the company's profit and loss, because the current 12-inch production line in China can capture the market did not imagine so much, competitors have gathered in China, as well as advanced process technology will take time to improve, so to achieve profitability It is very difficult - Mo Taikang February 5, 2018
China Electronics News reported that the National Integrated Circuit Industry Development Advisory Committee held the '2018 Work Symposium' in Beijing on January 25, summing up all the work of the Advisory Committee over the past year and studying and formulating the work plan for 2018.
Luo Wen, vice minister of Ministry of Industry and Information Technology, said that with rapid industrial growth, breakthroughs in core technologies, enhancement of backbone enterprises and improvement of financing environment, it is also worth noticing that there are still some problems in the development of the integrated circuit industry, Change ": First, the core technology is subject to the situation of the people there is no fundamental change; Second, the product structure is still in the low-end pattern has not fundamentally changed. Express their views on the status quo for the development of the industry, stand on different perspectives are different now the more mainstream view, According to them, the sales of the semiconductor industry in China will reach 530-300 billion yuan by 2017, an increase of 23.5% -26.8% over the same period of last year. They think that the semiconductor industry in China is a unique technology, together with the statistics of some domestic media such as the 2018 Semiconductor Equipment The amount will exceed China Taiwan, ranking second in the world, and the recent 12-inch production line started in the world, at least 10 or more in China.
Such views are positive energy for industrial development and are in line with the current trend. Some deficiencies may be blindly optimistic and the direction of the future will be unclear.
Obviously, there is also a pragmatic point of view. When the Daily Telegraph reporter Li Jiajie recently interviewed Hu Weiwu, a senior expert on computing Godson, the question was: "Everyone places great hopes on China's own chip. We very much hope to see that at present, China compares with foreign countries in general-purpose CPU chips Is there any difference between generations? What degree of development is now?
Wei-Wu Hu said: 'If you take jogging to do the metaphor, the original we are not even their back can not see, and now they can clearly see their figure, he ran in front, we follow behind. By 2020, we basically Can see their back of the head and hair .This gap is not to say that the technical gap, but that the system gap, the industry's ecological gap, of course, we have a technical gap. "
It also has its own confidence that by the year 2020, Godson will become an important player in the new industrial system and make its own system in the party, government, energy, transportation, finance and telecommunications industries. By 2035, we could work with Intel, AMD , IBM and other companies compete with the same stage, this schedule is also synchronized with our country to achieve modernization.
Obviously, sometimes it may not necessarily be a bad idea to listen to some harsh opinions, at least to be self-conscious and not to be arrogant. As the Western viewpoint of "singing bad opinion" was published on January 26 this year by Rick Merritt, EETIMES senior editor on January 26 An article entitled "China's semiconductor industry will fall into a confused China Forecast to Miss Chip Targets" triggered us to think.
Rick Merritt quoted IC Insights chairman Bill McClean's prediction at the company's annual meeting that "China's development in the semiconductor industry is expected to plunge by as much as 15% by 2020 and 20% by 2022 This will lag far behind the Chinese government 's proposal in "Made in China 2025" that China' s chip self - sufficiency rate will reach 40% by 2020 and 70% by 2025.
As a semiconductor analyst with 38 years of working experience, McClean believes that the semiconductor industry is far harder to develop than any other industry.
Semiconductor industry to develop 'trilogy' discussion of the development of China's semiconductor industry, many people of insight put forward various good suggestions, and then weigh the trinity of SMIC chairman Zhou Zuoxue relatively more pragmatic.
Due to the complexity of the semiconductor industry and its special status in China, although it is understandable that the industry can quickly break through and contend with China, it can not ignore the scientific laws of industrial development and some deep-rooted contradictions in the development of China's semiconductor industry Need to be gradually resolved, so the progress of this industry, especially the chip manufacturing industry, under the current conditions in China, it is difficult to take 10 years to rise an annual sales, as SMIC as more than 3 billion US dollars of enterprises .
Zhou Zuixue's speech stands tall and is clearer about the status quo. It summarizes the 'trilogies' of development. In the first phase, mainly by government funds, it should last at least until 2020 and allow enterprises to survive their life cycle , And gradually find a competitive position in the market; secondly, the transition from government capital support to market capital support in 5-7 years should allow enterprises to adapt to the market rhythm; and finally, companies will achieve another 5-7 years Independent innovation, truly independent decision-making, into the market, enter the fast lane of development.
Zhou Zuixue chairman very clear, he stood in the Chinese semiconductor industry position, first of all, companies have to survive through the trilogy of about 20 years in total time to enter the stage of independent development.The main change is the main investment by the state funds , And gradually transition to enterprises based on their own funds, and ultimately must be separated from relying on state funds, so that enterprises can truly develop their own decisions.
There are two main aspects to achieving the goal of the 'Three Steps'. One is for enterprises to rapidly grow stronger and stronger, and the other is for the government to completely change its role so that enterprises can make genuine decisions.
Conclusion standing in the Chinese semiconductor industry chain observations, not only refers to SMIC, our gap may be greater, so trilogy Zhouzhuo chairman of the theory is more pertinent, because it not only needs all kinds of enterprises in the chain should go hand in hand , And the relative environment of China's semiconductor industry needs to be improved. The two are mutually reinforcing, so the time will be longer.
Observing the development of China's semiconductor industry, there are generally three kinds of mentality, optimism, pragmatism and pessimism. Obviously the 'pessimistic' argument is definitely not desirable because with the strength of China's national strength, it is only early enough if it is to be sustained, Late problem
Optimistic thinking at this stage may be to convergence, can not be expanded, the industry can not 'pluck.' Any time to be pragmatic, does not mean not proactive, the current international situation is not optimistic, all possible things happen, so both Pragmatic, but also bold, to make full use of the current golden opportunity.
Funding is very important, but it can not be overstated. Instead of cheering up how many 12-inch chip production lines should be advocated at this stage, emphasis should be placed on the quality of industrial development.
For the future development of the industry, there are immature views as follows: the memory should be concentrated, not too many homes, and the 12-inch production line can not be too much and too scattered. The government should guide actively, dare to speak bluntly, and local governments should do their best and can not afford to patronize The project was launched, while ignoring the company's profit and loss, because the current 12-inch production line in China can capture the market did not imagine so much, competitors have gathered in China, as well as advanced process technology will take time to improve, so to achieve profitability It is very difficult.
(Note: The article quoted some opinions of SMIC chairman Zhou Zixue, if not, I am responsible for it.)
4. Westlake in the international high-precision electrometer made new progress in the field;
Recently, the world's top MEMS (MEMS) conference and the 31st IEEE MEMS Conference were held in Belfast, England with 874 papers submitted and 347 accepted, with a 40% acceptance rate. Northwestern Industrial University Aeronautics and Astronautics Key Laboratory of Ministry of Education, Ministry of Education, Professor Chang Honglong group of five papers presented at the meeting, including a paper 'A Micro Resonant Electrometer with 9-Electron Charge Resolution in Room Temperature 'After double-blind reviews by 38 international famous MEMS experts from the Technical Committee of the General Assembly (TPC), they won the Best Paper Nomination Award at the conference and presented oral presentations and posters simultaneously at the conference. One writer is Yang Jing, a master student at the XCMU School of Mechanical and Electrical Engineering, and the instructor is Professor Chang Honglong.
This paper reports an electrometer based on a three-DOF weakly coupled resonator that achieves a 9.21e resolution at room temperature. More importantly, this high resolution is within the large dynamic range of 3 million electrons , Which has important application prospects in the fields of basic physics research, electronic measurement and space exploration.
5. A breakthrough was made in the key technologies of high-density storage and magnetoelectronic materials
According to the Ministry of Science and Technology Web site news, resistance change memory, phase change memory, magnetic memory, high sensitivity magnetic sensors and isolation coupling device is a good application prospects of new storage and magnetoelectronic technology, mobile Communications, personal computers, digital cameras, electronic tags and other fields has a vast market value during the '12th Five-Year Plan period, the 863 program of new materials technology to support the' high-density storage and magnetoelectronic materials key technology 'theme project.Recently, technology Ministry of High-tech Division in Beijing organized experts on the subject of the project was accepted.
The project developed a resistive and electrode material combination system compatible with CMOS technology, developed a TaOx resistive memory; chip manufacturing based on 8-inch 0.13μm standard logic manufacturing process of Semiconductor Manufacturing International Corporation, chip-level read The time reaches ten nanoseconds, the write voltage satisfies 0.13μm or 0.11μm on behalf of the standard logic process IO withstand voltage; developed a new low-thermal conductivity superlattice phase change material, developed asymmetric ring microelectrode structure phase transition Memory cells, a phase-change memory array was fabricated, magnetic magnetic junctions and other magnetic-electronic materials were studied, prototype magnetic sensor junctions based on magnetic tunnel junctions were fabricated, and a magnetic-based material-based nonvolatile latch Dual-core and three-core two single-channel data isolation coupling interface chip.The implementation of the project broke through the key technology of advanced high-density memory and magnetic electronic materials devices, training high-level information storage and magnetic electronic devices R & D team for our country New electronic materials technology and information industry development has a supporting role.
During the 13th Five-Year Plan period, in order to further promote the scientific and technological innovation and industrialization in the field of materials in China, the Ministry of Science and Technology formulated the "Special Plan for Scientific and Technological Innovation in the 13th Five-Year Plan" for Materials and listed "Strategic Advanced Electronic Materials" as a development Focus on the third generation of semiconductor and microelectronics materials research and development focus on solving the semiconductor and microelectronics industry are facing major common problems in the core of semiconductor materials design, production process optimization and key technology development and so form Breakthrough, and strive to promote cross-border technology integration, seize the commanding heights of advanced electronic materials technology.