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1, Ziguang Zeng Rui deepen AP independent research and development and international layout;
Ziguang Zengrui has formally completed the merger of Spreadtrum and RDA, and the adjustment of organizational structure. This year, ZTE will demonstrate its determination in the mobile phone chip market and develop its own CPUs. Meanwhile, it will also promote 4G chips in cooperation with mainland telecom operators and international telecom operators. It is estimated that 5G handsets 2020 listed in the second half, to achieve 100 million level level shipments in 2021. Zhanrui Wu, senior vice president of marketing, said Ziguang Zhaicui cumulative technical strength has finally been a breakthrough this year independent research and development of successful CPU will be the operation Has introduced a terminal product, becoming the first mobile phone chip design company with independent embedded CPU core technology in mainland China .In addition, from 2G, 3G, 4G to 5G purple also have a dense layout .Wu Hui Xiong said purple Zhan Rui 2017 2G chip shipments still reach the level of 1 billion; In addition, 3G LTE Modem performance also continues to improve, cost optimization, according to China Mobile's own quality report, SC9853 performance than MediaTek, close to Qualcomm Snapdragon 835, Haisi 970 flagship While the price of the SC9853 is only about one-sixth of the competitors' flagship chips. In addition, Spreadtrum launched its first dual-card dual-standby function from 2007, Based on the agreement, a set of innovative BB / RF chip architecture is introduced to introduce new 2G + 3G, 2G + 4G and 3G + 4G products to support dual SIM and dual standby. In 2017, 4G + 4G dual SIM and dual standby are also introduced In the international layout, 4G products have made significant breakthroughs in the international market, such as LTE Modem Vodafone certification; the other through the Mexican AT & T certification test in 9850; a new generation of 4G features Chips international brands have also been shipped; SC 9820 4G functional machine market in 2017 has shipped more than 10 million, behind the support of more than 10 million customers shipped 4G function machine. He specifically mentioned that with China Mobile's own-brand cooperation last year, A3 shipments more than 3000000, and in the early 2018 was awarded SC9832, A4 official function shipments.Functional machine in high-definition voice, data services, as well as local differentiated services, such as the elderly Function machine to provide dialect listening to books, storytelling, etc. differentiation function, there is a selling point in the market.Although the 2018 year, all walks of life for the mainland mobile phone market may decline in shipments forecast, but the Zhaoyuan Rui that A relatively concentrated annual growth rate of nearly 6% for the lower and mid-to-lower-end markets of the $ 190 mobile handsets continued to grow at an annual rate of growth of about 6%. Another area where ZigZag grew significantly was the RF front end business. Mainland manufacturers scale first, the growth rate of up to 70%, Wu Hui-hsiung analysis, RF front-end has a very large room for growth, the filter, power amplifier, switches and other growing demand, each year there will be more than 50% growth rate. Recently, Spreadtrum and RDA merged and the organizational structure adjustment was formally completed. In 2018, major adjustments will be made to the product and manpower layout, and strategic investments will be made to achieve cross-product line and multi-product launches, and to adapt to the trend of consumer upgrades. Said Zhanrui's voice in the market this year will be larger than last year and next year will be even greater than this year.He disclosed that at the present Ziguang Zhaorui product-oriented organizational structure adjustment to create the eight major product lines will be more Flexible and more efficient in response to the market, but also more targeted to face the market competitors in Ziguang Zhaorui this platform, the formation of the product line, a clear product cloth Each product line as an independent business unit, grasp the depth of the battlefield itself is located. DIGITIMES 2, the sensor company Shen Siling announced the completion of nearly 30 million yuan A round of financing;
36 Krypton was informed that Shanghai Shen Silicon Microelectronics Technology Co., Ltd. announced that it has completed the recent A round of nearly 30 million yuan financing, led by the South Tianyin Futu Ke venture capital fund, the original angel investors with the investment. The financing plan used in new product development , Team building, mass production preparation.
Nantong Ying Futu Ke venture capital fund, established in 2015, the fund scale of 500 million, focused on investment in the field of electronic information industry startup and growth projects.
Shanghai ShenShenLing Microelectronics Technology Co., Ltd. is mainly engaged in the design, development, manufacture and sale of integrated circuits (ICs) for environmental sensors (including temperature, humidity, pressure, gas and composite sensors) and its brand Sensylink including temperature sensor ICs, Temperature and humidity sensor IC, and gas sensor IC.
According to the statistics of the customs, in 2016, China's import of integrated circuits was 34.25 billion pieces, an increase of 9.1% over the same period of last year, and the amount of imports 220.7 billion U.S. dollars, a year-on-year decrease of 1.2%, while China imported only 607.8 billion tons of crude oil in the same period, and China's spending on semiconductor chips nearly doubled that of crude oil, so founding partner Wang Yu believes that most of the company's competition Opponents from abroad. 'Pressure sensors, motion sensors Some people do, but the domestic temperature and humidity sensors have not made commercial products.'
In the case of international competitors monopolize the domestic market, Shen silicon Ling what advantage? Compared to its foreign competitors, as Chinese companies it has the cost advantage, lower prices; delivery cycle faster, 'Chinese companies delivery cycle is about 4-6 Weeks, foreign companies are about 17 weeks or longer. "At the same time as closer to the customer, can better communicate.Wang Yu said that although the performance of Chinese chip companies did not go beyond the foreign, especially the United States, but also The latter is poor.
However, he also acknowledged that as a Chinese startup, Shen Siling does not have the brand advantage, so it is difficult to win the big customers such as Huawei and Lenovo now their clients are mainly small and medium-sized domestic enterprises, such as doing thermometer, monitor board Temperature, air conditioning, smart toilet and other hardware manufacturers.So, to Shen Silin, how to increase sales, build brand, may be the future need to be addressed.
Up to now, a variety of temperature sensor products have entered mass production. Temperature and humidity combo sensor products have been kind, will be formally entered the mass production by the end of this year, simultaneous measurement of temperature and relative humidity data. Gas sensor products, is being developed, Expected to enter the trial production by the end of next year, the first batch of detectable gases including CO2, CO, VOC and alcohol, Shen Siling uses multi-pixel technology to identify the type of gas in the environment and the concentration of each gas.
Wang Yu introduced, the company's core technologies include Transducer (sensor unit) developed based on semiconductor technology, coupled with specially optimized ADC (ADC) and calibration algorithms for mass production.Today, around the product itself , Has applied for 16 invention patents, of which 10 patents have entered the trial state.
Shen Siling's core team has over 15 years of experience in the semiconductor industry. Chairman and Founding Partner Lai Jianwen has 19 years of Silicon Valley experience including 15 years of experience in MEMS process development at Maxim and 2010 Founder of Fab2, a new semiconductor company in Shanghai, Founding Partner Wang Yu, Ph.D., Fudan University, engaged in product design, system engineering and marketing, and was responsible for the product market of Shanghai Xinjin Semiconductor since 2008. 36 Krypton
3, domestic technology breakthrough cloud technology from the start of 3D structured light face recognition technology;
February 7, China's computer vision business cloud officially launched in China from the technology '3D structured light face recognition technology', which is the first time for Chinese enterprises to apply structured light technology to face recognition systems.
Cloud released from the '3D structured light face recognition technology', compared to the previous 2D face recognition and infrared living body detection technology has made a big leap forward.
In addition, cloud technology has a large number of financial-level applications, including face-to-face withdrawals, face-to-face shopping, and the release of new technologies, which marks that Cloud continues to lead the development of computer vision technology from science and technology.
In May 2016, Cloud started its research on structured-light technology from science and technology and used it in various scenarios such as banking, mobile phones and home appliances through repeated verification.
According to the person in charge of science and technology, Yun said: 'The domestically produced optical hardware and software technology has overcome the storm and it has begun to gradually put into mass production.'
Founded in April 2015 as a hi-tech enterprise incubating in the Chongqing Research Institute of the Chinese Academy of Sciences, Cloud Technology is focused on computer vision and artificial intelligence.Now, Cloud Technology is the number one provider of face recognition in China banking industry, Including ABC, Construction Bank, Bank of China, Bank of Communications more than 100 financial institutions have adopted the company's products.
In the security field to promote the Chinese Academy of Sciences and the Ministry of Public Security to conduct an all-round cooperation, through the Ministry of Public Security major issues such as research and development of big data eye-catching platform for intelligent systems, the company's products have been in actual combat in 24 provinces, leading the public security industry changes in tactics.
In addition to the iPhone X, almost all domestic mobile phone applications are 2D face recognition technology, there are shortcomings of demanding identification of the environment, easily compromised, etc. The application of 'structured light technology' 3D face recognition system in accuracy, response Revolutionary breakthroughs have been made in terms of speed and in vivo.
First of all, the current 2D face recognition technology can easily be broken by photographs, mobile phones and other props, and often need to join the action verification and other biometric tests with longer detection time and poor user experience.
The 3D structured light face recognition technology does not require any action by the user, just needs to be captured in front of the camera to complete the facial picture verification, and can effectively defend the paper, masks, cell phone screen and other props attacks.
The second is the analysis of time compressed from the previous 1-2 seconds to the millisecond level, the user experience to get a qualitative soaring, which is why iPhone X face unlock why so much attention.
Finally, '3D structured light face recognition technology' has good output for low light conditions, and is not influenced by the ambient light intensity, which greatly expands the application scene of face recognition technology.
Based on these three advantages, 3D structured light face recognition technology can be widely used in various scene recognition scenarios such as Internet of Things, mobile internet, banking, security and transportation, etc. to better enhance the attack prevention effect and enhance the face recognition Accuracy, combined with the latest algorithms from the cloud, can achieve accuracies of 99% or more at a 10% error rate.
Cloud technology from the release of the technology, marking China can finally break the barriers of structured light face recognition technology, the future of domestic technology will be fully applied to mobile phones, computers, machines, equipment, appliances and other industries, breaking the monopoly of advanced technology .
According to the person in charge of science and technology from cloud, the way to realize 3D face modeling now mainly includes three types of time of flight (TOF), binocular imaging (double photo 3D modeling) and structured light. The second generation Kinect uses TOF Interestingly, the first generation of Kinect is actually using PrimeSense 's structured light solution, the company made a Face ID after the acquisition of Apple.
4, no 'core' Terminator Deng Zhonghan: China core decisive artificial intelligence;
Liu Yulong, a reporter from China's well-to-do network, is the first scholar to cross the fields of science, industry and business in 130 years since the University of California, Berkeley was founded.
He worked at IBM and was responsible for the design of VLSI CMOS designs and submitted several applications for U.S. invention patents.
He is the youngest academician of the Chinese Academy of Engineering, vice chairman of China Association for Science and Technology, vice president of European and American students.
He is known as the "father of China's core." His company now occupies more than 60% of the global computer graphics input chip market share, ranking first in the world.
For these titles, Deng Zhonghan, as a party, prefers to be called a 'Chinese scientist.'
'Science has no boundaries, but scientists have ancestral home.' 'Deng Zhonghan, who had always considered Qian Xuesen an idol, was invited back home on October 1, 1999 to attend the 50th anniversary of the founding of the People's Republic of China and was warmly received and cordially summoned by the party and state leaders. In order to start the cause of the motherland integrated circuit, he resolutely gave up his successful career in the United States. Under the direct leadership of the State Ministry of Industry and assumed and started the 'Star China core project', and in Beijing's Zhongguancun to create a Vimicro Corporation, opened Returning to the new course of innovation and entrepreneurship.
'The original out just came back one day, patriotism is our common emotion.'
China core fill a big blank
March 11, 2001, only 33-year-old Deng Zhonghan team struggled more than a year, commissioned by the day the first chip will be taken back from the Capital Airport .All those who participated in the experiment came early to wait for the company at night At 11:00, the entire lab boiled as the chip successfully demonstrated data images from the lab equipment: 'We're done!'
'Xinguang China Core' broke the monopoly of chip production in foreign countries and completely ended up the history of 'corelessness' in China. 'Without its own CPU chip, our information industry building is like being built on the beach.'
'' Star China core 'project positioning is not purely scientific research, but to adapt to the needs of domestic and foreign markets, in order to achieve large-scale industrialization as the goal.' From the beginning of creation, Vimicro's decision-making level is clearly aware that the product R & D is not simply to fill the technical gaps, but to fill the market gap.
Deng Zhonghan said frankly: 'Aiming at the market blank instead of filling in the technological gap, pushing the core technology of digital multimedia chip to the entire industry and making' China Created 'a truly global trend is a major feature of' China Chip ' , Vimicro decisively avoided the fierce competition in the mainstream markets such as CPU and memory chips, and selected the digital multimedia chip with broad market prospects as a breakthrough to start its technological breakthrough.
'The high-value core patent is an important goal we pursue.' At the beginning of the business, Deng not only focused on research and development work, but also engaged in business management and transactional work. Often in the dead of night, only time to enter the laboratory to focus on Thinking and research and development.With the spirit of facing difficulties, Deng Zhonghan led the R & D team in less than two years to develop our own intellectual property rights 'Star One.' With core technology patents in 2001, For the first time, Deng Zhonghan has launched 'China Core' into the international market for the first time. It has been adopted by Chinese and foreign enterprises such as Apple, Samsung, Sony, Hewlett-Packard, Lenovo and Huawei and now occupy more than 60% market share in global computer graphics input chips.
In the "Starlight China Core Project" led by Deng Zhonghan, "Starlight" series of chips come out in succession, letting the world understand the strength of "China Chip" .There are more than 3,000 high-quality domestic and foreign patents owned by Vimicro till now. Patents, but also to Vimicro chips respectively in 2004 and 2013 twice won the first prize of national scientific and technological progress.
Although China has Vimicro, in terms of Deng Zhonghan, the domestic semiconductor industry has a weak foundation and few enterprises. It also lacks talent and funds. Although many researches have been conducted in the past, there are few practices and no effective industries Breakthrough. '' The domestic semiconductor industry needs the support of the state and local governments. The purchasing amount of semiconductor chips reaches hundreds of billions of dollars a year, not only causing a trade deficit, but also having an impact on the development of the information industry and the national information security. '
The chip was the world
In recent years, in order to meet the national strategic needs, Deng Zhonghan led the team to undertake major national tasks of research and development, together with the relevant units to formulate the national standard of SVA national security surveillance base source with independent intellectual property rights and advanced technology in the world, From the chip, algorithm, terminal equipment and system platform with independent intellectual property rights to the security monitoring industrial chain of the overall solution, it has laid the foundation for better protection of industrial development and information security as well as full coverage of the entire area and full controllable , The entire network to share the city management 'Skynet' project laid a solid technical foundation.
In the future, networking with this standard will allow the following functions to be implemented: At an airport, a man in black leaves a suspected explosive in the wee hours of the morning and automatically alarms for more than a minute or two.
Deng Zhonghan said that HD video security monitoring is related to many important fields such as national security, public safety and national defense construction, and the industry is huge in scale with a total industry scale of more than 300 billion U.S. dollars in 2012. The Ministry of Public Security, the Ministry of Industry and Information Technology and the National Standards Commission National standards are very timely, 'Star China core project' team duty-bound.
The SVAC national standard was officially released on December 23, 2010 and was officially implemented on May 1, 2011. The SVAC 2.0 standard was also formally implemented in June 2017. Deng Zhonghan believes that for a long time, China's security monitoring system has been using foreign countries Standards, core technologies and products rely heavily on foreign countries, there are hidden dangers in information security and manufacturers are not compatible with the data format, there are different departments, different regions of the monitoring information can not interoperability issues. The past seven years have shown that the implementation of , SVAC national standards to meet the needs of public safety management in our country.In the standard development process, 'Star China core project' team also solved the foreign standards for the development of video media program needs and can not fully meet the security monitoring application of the particularity of the key Technical issues such as the real-time transmission of video images, the adaptability of the surveillance environment around the clock, the faithful reproduction of video and audio information in scenes, and the safe and credible video.
A few years ago, Deng Zhonghan noticed the budding artificial intelligence technology. Through unremitting efforts and continuous research and development, in June 2016, Deng Zhonghan led the team to overcome the convolutional neural network processor technology based on data-driven parallel computing architecture. 'Embedded deep learning machine vision SoC technology' and other five core technologies, launched China's first deep learning function with artificial intelligence neural network processor chip 'Starlight Smart One' This chip pioneered the application based on SVAC national standard security Monitor the industry so that China's security monitoring industry from the analog era, the digital era into the smart era.
'The chip is the' brain 'of artificial intelligence, and the chip technology is more dependent on the patent.' According to Deng Zhonghan, the next 10 years will be a crucial period for the development of a new generation of artificial intelligence. At present, China focuses on the development of artificial intelligence chips Limited, and the overall level of the developed countries there is a certain gap between the need for funding, policies and other aspects of increased investment in order to build the core competitiveness of patents, which is crucial for the forefront in the crowded artificial intelligence era.
'Not only standards and technology research and development simultaneously, even more commendable is that this standard is also synchronized with the development of the industry.' Dengzhan Han said that after the standard was released, dozens of domestic research institutes quickly set up 'SVAC Industry Alliance', ' Engineering team pioneered the development of the corresponding series of security monitoring products and industrialization, including processing chips, video terminals, monitoring platforms, including one-stop solutions, has been in public safety, safe city, digital city, intelligent transportation, State border defense system, production safety, Internet of Things and other fields successfully demonstrated application.
In the view of Deng Zhonghan, the chip is the source of the development of artificial intelligence technology, 'chip was the world', can develop a chip with ultra-high computing power, in line with market demand, become the key to hegemony in the field of artificial intelligence. There is not much difference between the accumulation of research in the field of intelligence and the developed countries. If we can formulate a systematic promotion plan at the strategic level, it will give our country an excellent opportunity to realize overtaking in corners and enhance overall national strength and influence.
This article is published in "Well-off" in late February 2018 5, high boom optimistic about the semiconductor sector plate;
Previously after the continuous correction of the semiconductor sector, shock up yesterday by the impact of the decline in shipments of smart phones in China and the poor sales of Apple mobile phones and other information, after the electronic board as a whole a larger callback rate. Is the semiconductor sector, callback rate of 16%, valuation fell sharply.
However, fundamentally, in 2017, China's semiconductor output is estimated to reach 514 billion yuan, an annual increase rate of 18.6%. Since the eighth consecutive year in 2010, it has maintained double-digit growth. Obviously, the development of the semiconductor industry In the rising track, while the state policy support for the semiconductor industry are also increasing the number of high-speed development in the industry, favorable policies and other factors in the context of the common, the valuation correction is full of semiconductor plate is re-being favored by some agencies .
Contrarian strong
Yesterday, after a sharp correction in the early part of the strong reversal of the semiconductor sector, the overall weakness in the two markets under the strong shocks, the majority of the plate rose, by the market attention.
Data show that yesterday, the semiconductor sector rose 1.80% or 67 Wind theme industry in the first place, the plate of the 45 stocks in the normal trading 39 rose, including earnings-side micro (4.42 + 9.95%, clinic) in the afternoon It is a straight line limit.
Analysts said the current recovery of the semiconductor sector represents not only the full recovery of the plate, but the result of many factors resonance after the decline in shipments of smart phones in China and the impact of poor sales of Apple mobile phones and other information , The larger correction rate of the electronics sector since January 2018. Electronic index continued to adjust the trend with the Shanghai and Shenzhen 50 Index and the CSI 300 index substantially 15% deviation from the secondary sector, the largest adjustment of the semiconductor sector, up 16% However, insiders generally believe that with the strong support of the state, the rapid development of the industry and technological advancement, the business climate of the semiconductor industry will continue to rise in 2018, and the short-term and medium-term opportunities of listed companies will also be more obvious.
But just yesterday plate picked up at the same time, the main capital has also begun to show a net inflow.With the correction of the two cities this week, the funds also began to profiteer more blue-chip plate and growth plate positions transferred from the main yesterday The flow of capital situation, the growth of capital jiacang growth stocks further manifestations.In this context, the semiconductor sector to 72,881,100 yuan yesterday, the main net inflow of funds ranked 104 of the second floor of the SW2 From this, we can see that in the overall weakness of the atmosphere, the main funds for the market outlook still have high expectations.
Prospects are good
In recent years, the progress of the semiconductor industry and the growth rate are obvious to all, and the policy support for the semiconductor industry is constantly increasing.With the rapid development of the industry, favorable policies and technological advances and other factors together, China's semiconductor industry is gaining momentum.
Galaxy Securities said that China's semiconductor industry has maintained rapid growth in recent years.According to WSTS and CSIA data statistics, China's CAGR of over 17% from 2011 to 2016, while the global compound growth rate is less than 5%. The global semiconductor boom has picked up dramatically in response to the memory explosion in demand.According to a report released by Gartner, global semiconductor sales in 2017 reached 419.7 billion U.S. dollars, up 22.2% over the same period of last year, among which, the supply shortage boosted the growth of memory chip revenue 64% .According to CSIA data released in the first three quarters of 2017, China's IC sales in the first three quarters of 2017 reached 364.61 billion yuan, an increase of nearly 25%, chain continued to rise, taking into account the semiconductor industry in the fourth quarter of the season Despite the recovery of the booming memory market, China's semiconductor industry is expected to grow by more than 25% in 2017, benefiting from the economic recovery.
Zheshang Securities (13.58 -0.15%, clinics) said that China's semiconductor industry is on the rise, China's semiconductor output in 2017 is expected to reach 514 billion yuan, an annual increase rate of 18.6%, maintaining the eighth consecutive year since 2010 Growth of the number of apparently the development of China's semiconductor industry continues to rise in the track while the injection of large funds are also promoting the acceleration of localization, the end of November 2017, the big fund has actually contributed about 79.4 billion yuan, a rapid investment in the field of IC Promote the synergistic development of the upper and lower reaches of the important source of funds in the big fund, driven by the various sub-funds proposed or has been set up, with a total total size of more than 300 billion yuan, equivalent to nearly 1: 5 amplification effect. Already in fund-raising, it is estimated that the total fund-raising plan for the second phase of the large-scale fund will be 1500-200 billion yuan. The first and second phases and leveraging the local industrial funds are expected to reach the level of one trillion yuan in size.
Analysts pointed out that the semiconductor industry is known as the pearl of the country, but also the 'heart' of the information industry, due to the high technical threshold and the huge capital demand for equipment in the early stage, and has long become a 'pain point' for China's science and technology. "From the 12th Five- 13th Five-Year Plan ", the semiconductor industry has been clearly listed as China's key development industry.Under the policy support, China's semiconductor industry accelerated, coupled with the new wave of computing architecture to promote the current semiconductor industry in China is ushering in overtaking the history of the curve Opportunities. China Securities Journal