Today, Shanghai Hua Hong (Group) Co., Ltd. ('Hua Hong Group') held the 'New Era, Journey to the Core' Hua Hong Group 2018 Technology Seminar and Hua Hong Semiconductor (Wuxi) Co., Ltd. Phase 1 project in Huaxi, Jiangsu (Hua Hong Plant No.7) Launch Ceremony of Pile Foundation Project. Wuxi Base is not only the first manufacturing project of Hua Hong Group outside Shanghai Municipality, but also the first VLSI manufacturing project invested by National Integrated Circuit Industry Fund in Wuxi.
It is understood that Hua Hong Wuxi Integrated Circuit R&D and Manufacturing Base Project covers an area of approximately 700 mu, with a total investment of US$10 billion, a total investment of approximately US$2.5 billion in Phase I, a new process grade of 90-65 nanometers, and a monthly production capacity of approximately 40,000 pieces. The 12-inch featured process integrated circuit production line supports applications in emerging areas such as 5G and the Internet of Things. Hua Hong Wuxi Base Project will construct several 12-inch integrated circuit production lines in phases. After the implementation of the first phase of the project, the second production line will be started in due course. .
The first phase of Hua Hong Semiconductor (Wuxi) Co., Ltd. plans to complete the civil construction in the first half of 2019, complete the construction of the purification plant and the installation of power mechanical and electrical equipment in the second half of the year, and gradually increase production through the line. It is expected that the annual output value will reach 5 billion yuan. .
At the Hua Hong Group Technology Symposium held in the morning, the Party Committee Secretary and Chairman of the Hua Hong Group, Zhang Suxin, resigned that on August 2, 2017, Hua Hong Group and the Wuxi Municipal Government signed a strategic cooperation agreement with a total investment of more than US$10 billion. Wuxi will be Hua Hong's fourth manufacturing base outside Shanghai's Jinqiao, Zhangjiang and Kangqiao. On March 2nd, 2018, the groundbreaking ceremony of Hua Hong Wuxi IC R&D and manufacturing base was held in Wuxi, marking a total investment of US$10 billion. Hua Hong Wuxi Base officially took root. The project will construct several 12-inch production lines in phases in Wuxi. The first phase of the project (Hua Hong No. 7 Plant) has received full support from the National Fund and Wuxi State-owned Assets. Meanwhile, the total investment is 38.7 billion. Yuan's Shanghai Huali Phase II Project (Huahong Sixth Factory) will be completed and put into operation in the second half of this year.
Wu Qin, deputy secretary of Wuxi Municipal Committee and Mayor of Wuxi City, Huang Qin, said that Wuxi has been focusing on integrated circuits as a strategic emerging industry for many years. In terms of policies, Wuxi City has specifically formulated regulations on further supporting the development of the integrated circuit industry. In terms of financial policy, in January 2017, the Wuxi Municipal Government initiated the establishment of a 20 billion yuan integrated circuit industry investment fund; at the same time, Wuxi will invest 600 million yuan to establish an industrial public service platform, which will be an integrated circuit company in Wuxi. Provide quality services; In addition, Wuxi has officially signed a contract with Southeast University to establish a national demonstration microelectronics college in Wuxi to train professional talents for IC companies.
Later, at the first phase of Hua Hong Semiconductor (Wuxi) Co., Ltd., Wuxi Vice Mayor, Party Secretary of Gaoxin District, Party Secretary of Xinwu District, Wang Jinjian, Deputy Secretary of Party Committee of Wuxi High-tech District, Director of Management Committee Deputy Secretary of the Xinwu District Party Committee, District Governor, Xiaochun Feng, Deputy Secretary of the Wuxi Hi-tech District Party Work Committee, Deputy Director of the Management Committee, Xinwu District Standing Committee, Deputy District Governor Hong Yanwei, Party Secretary of the Hua Hong Group, Chairman Zhang Suxin, The president of Huahong Hongli, Wang Hua, general manager of Hua Hong Semiconductor (Wuxi) Co., Ltd. and industry guests jointly witnessed the mobilization meeting of Hua Hong No.7 Plant Pile Foundation Project Launching Ceremony. (Proofreading/Fan Rong)
2. Silicon Li Jie optimistic about the kinetic energy of consumer products, automotive products in 2021 significant benefits;
Gathering micro-network news, the mainland power management IC factory Hangzhou Silicon Lijie’s annual revenue for 2017 was 8.509 billion New Taiwan dollars (about 294 million US dollars), after-tax net profit was 1.808 billion New Taiwan dollars (about 0.61 million US dollars), an annual increase of 23%. , A record high, a surplus of $ 0.72 per share. The fourth quarter of last year, compared to the previous three quarters of the growth rate of growth has slowed down the trend, lower than market expectations.
In response, Si Lijie stated that this was mainly due to the shortage of goods and the price increase of passive components. Some customers demanded that the design be dragged down and shipments, coupled with the shortage of production capacity of the foundries, slowed down the growth. The accumulated revenue for January and February of this year was It was NT$1.391 billion (US$47.732 million), an increase of 17.14% year-on-year, but the first quarter was still a traditional off-season. It is expected that the first quarter of the year will be followed by a jump and the operation will gradually grow.
Looking forward to the whole year, Silicon Lijie is optimistic that the relevant applications of the Internet of Things will continue to increase, driving the demand for the overall consumer products. In addition, the current price of Nand Flash is slightly loosened, which should drive the growth of SSDs, plus the application of data centers. Demand can also bring camp sports energy.
Hangzhou Silicon is an analog IC design company, focusing on power management products. The terminal employs more than 2,000 items. In 2017, the product application area accounted for the proportion of revenue, consumer electronics products 43% (STB, LED TV, POS system, Mobile payment, white goods, wearable products), 40% for industrial products (smart meter, SSD, medium and high power LED lighting, IP CAM), information product 13% (PC/NB), network communication product 4% (mobile, router ).
In terms of consumer electronics products, including LED TVs, set-top boxes, and mobile power supplies, the revenue share of last year increased by 1% over the previous year. Si Lijie said that the application of products has gradually expanded, and the market demand has increased. With the promotion of the Internet of Things, As well as the rise of awareness of energy saving and environmental protection, white goods have more functions such as power metering and power control. Therefore, the company also adopts a small number of methods to cut into the product. In addition, the company also likes TV, AC/DC charger market, and TV Korean and Chinese customers are the mainstays, maintaining steady growth. In the AC/DC charger market, due to the launch of new customers and new models, the market share is expected to increase quarter by quarter. Look, Si Lijie believes that the time for the renewal of consumer products is fast, and the growth is more obvious than other products. This year is also expected to be the same.
In the industrial products segment, including SSDs, smart meters, etc. Silicon Lijie cooperated with Samsung since 2012, is the Samsung SSD main power management IC supplier, and SSD accounts for more than 10% of the company's revenue. Due to the shortage of Flash, the shipment side is weak. In response, Silicon Lijie said that the out-of-stock situation this year should be able to slow down, so it will drive the contribution of industrial applications to the revenue, plus the extension of the original SSD technology to the data center and other applications. There is also an opportunity for growth in the medium and long term.
In terms of smart meters, Silicon Lijie has successively acquired Meritor smart energy meters and NXP LED lighting divisions. The main target is the marked market. Last year, the significant volume of overseas beneficiaries was significant, mostly concentrated in North America, Europe and Southeast Asian countries. Revenue has contributed a lot. As far as external concerns are concerned, whether or not they can enter the Chinese mainland market, Si Lijie said that at present, the new specifications for electricity meters in China have not yet been finalized, and they will gradually become clear as soon as the end of the year. Now it's still conservative. Overall , The application of industrial products has a long life cycle and it belongs to a stable and growing market.
As for the application of information products, Silicon's products are mainly used in NB, and a few are used in PCs. The main customer is Compal. Silicon Lijie said that as this market has gradually become weaker due to the increase in other application areas in recent years, this category is more mature. The product line, seasonally concentrated in the second half of the year, can only find new opportunities through the introduction of new products or new features. For example, the more manufacturers use USB PD, there is a new demand for POWER products, but this year is still stable.
For the application of network communication products, such as mobile phones, routers, and Netcom equipment, etc. are all in the application range. Si Lijie said that driven by the future 5G market, the demand for network communication equipment should increase, but in the short term, 5G The volume has not risen, and the mobile phone market has been weak. The import progress has been slower than expected, and the demand has gradually declined. This year's operation has been a little bit laborious.
In terms of long-term application, the outside world is concerned about the progress of vehicles. It is mainly used in the electronic products in the vicinity of automobiles. As automotive electronics needs hundreds of chips, Chen Li, chairman of Silicon Lijie, believes that automotive electronics is a long-term development market. The Asian market has great potential and may even surpass the mature market. He stated that Silicon Lijie has begun to lay out the automotive market in 2016. It will start with applications such as infotainment, LED lighting, ADAS systems, etc. Currently, the aftermarket has been shipped one after another. The time required for the pre-installation market is relatively long, and it is expected that the benefits will begin to appear in 2021.
In addition, Silicon Li Jie also optimistic about intelligent robots, smart medical, AR / VR wear products and other applications gradually fermentation.
3. Change and change of purple light;
If in 2013, when Violet made a big purchase of Spreadtrum and Rui Dike, when it entered the chip industry strongly, most people still couldn't see the overall strategic intentions of Violet. After a few years of operation, a relatively clear layout of the industry was already big. Presented to the world. Zhao Weiguo, chairman of Ziguang Group, is like a master puzzler. He can always release a piece of 'puzzleboard' and build a 'cluster to cloud' industrial cluster.
Not long ago, a piece of 'splint' was Ziguang Storage Technology Co., Ltd. When this company made its debut on the media for the first time on March 1st, it released a mobile-terminal storage, a consumer-grade storage for PC notebooks, and a data center cloud platform. When a full range of flash module products such as enterprise storage was introduced, one could not help but be surprised at Ziguang Group's capital operation capabilities and industrial integration capabilities.
On March 30th, another piece of 'spelling board' was launched. Ziguang Group issued a 'Strong Purple Cloud Strategy' and announced that it had invested 12 billion yuan to start entering the public cloud market to help build 'Digital China'.
When time enters 2018, the international situation is bringing forth new problems and new challenges. While preparing to impose punitive tariffs on a number of Chinese products, the US Trump administration is planning to stop China’s investment in high-tech innovation industries in the United States. 'Acquisition' of cutting-edge technologies in the United States. Limitations range from chips to 5G technologies. Many analysts believe that on a microscopic point of view, intellectual property is indeed an issue between China and the United States. However, macroeconomically speaking, the United States uses intellectual property as an excuse to borrow tariffs. It is the deeper consideration behind the United States to suppress China’s upgrading to high-caliber manufacturing powerhouses. A number of US media reports indicate that the semiconductor industry represented by chips will be the focus of U.S. opposition. U.S. Trade Representative Liteshase is The interview said that tariffs are also good, investment restrictions are also good, mainly for the Chinese technology industry. The Trump administration clearly puts the focus of this Sino-U.S. trade balance on high-tech industries, and Ziguang is on the list. 301 investigation report submitted by U.S. Trade Representative Office (USTR) that future international acquisitions involving the ICT industry will even become even more difficult .
So, how will Violet cope with these new changes? This is a topic of great concern. In Zhao Weiguo's speeches, a '123' strategy that guides the development of Ziguang Group is often mentioned: Including one positioning, developing from the core to the cloud. World-class high-tech industry group; Two paths, independent innovation plus international cooperation, independent innovation, international cooperation, two-wheel drive; three combinations, combination of corporate strategy and national strategy, combination of technology industry and commercial reality, local ambition and transnational The combination of management. Inquiring into the subtle changes in the '123' strategy in the past few years, we can take a glimpse of the 'change and change' in the development of Ziguang Group in responding to the 'clock' situation. China Electronics News
4. Alibaba Heavy Soldier layout 'Cloud chip' YoC;
Recently, Alibaba announced its full access to the Internet of Things (IoT) and increased the deployment and application of AliOS in the IoT chip field. Together with chip strategic partners, it laid out its next-generation embedded computing 'cloud chip' (YoC). This is also the current domestic BAT giant. Until the semiconductor chip field, take the most clear strategic planning layout.
In fact, the Internet giants have stepped into the chip field and have already created a lot of buzz in the industry. Recently, GV, the venture capital organization of Google’s parent company Alphabet, led a total of US$56 million in financing from AI hardware company Samba Nova Systems. Representing Alphabet in the field of artificial intelligence chips.
Promote AliOS deployment and application in IoT chip field
Recently, Alibaba’s market value officially surpassed Facebook to become a truly “big tycoon” in the Internet domain. However, Alibaba’s layout has not only stopped at e-commerce, finance, logistics, and cloud computing. It was at the Shenzhen Yunqi Convention recently. Hu Xiaoming, senior vice president of Alibaba Group, and Hu Xiaoming, president of Alibaba Cloud, formally announced that they have fully entered the field of IoT. IoT has become the new 'main track' of Alibaba Group.
Hu Xiaoming stated at the conference that Alibaba Cloud IoT is positioned as the builder of the IoT infrastructure. Alibaba Cloud plans to connect 10 billion devices in the next 5 years. In addition, Alibaba Cloud will be in 2018 to meet the new challenges brought by the Internet of Things. The strategic investment in the "edge computing" this emerging technology area, to create the world's first 'ubiquitous cloud'.
It is understood that the Internet of Things department has also made new adjustments recently. It has jumped one level within Alibaba and is directly affiliated with the cloud computing department.
In order to promote the deployment and application of AliOS in the IoT chip field, Alibaba Cloud has also promoted the IoT chip in the chip field, applied it on the terminal in a large scale through Alibaba Cloud Link Market, and further optimized AliOS Things.
As an IC design company with a focus on investment in Ali, Hangzhou Zhongtian Micro CEO Qi Xiaoning told DIGITIMES that this is a very important strategic layout.
The strategic cooperation between Zhongtian Micro and its major shareholder Alibaba is mainly two lines. The first line is through the integration of CPU and Ali OS. Qi Xiaoning believes that in the Internet era, wintel dominates this market; while in the era of mobile Internet, ARM+Andorid Leading the market, he believes that Zhongtian Micro's CPU and Ali cloud OS will lead the market in the era of IOT.
At the same time, Qi Xiaoning also believes that cloud chips must be combined with big data to generate value. The hardware that the chip can provide includes RF, IP Driver, Sensor Driver, and security encryption hardware. Based on this hardware foundation, it is easy to use Alibaba Cloud's API. Build an ecosystem.
Hard and soft fusion 'value beyond silicon'
Therefore, Zhongtian Micro will focus on the core technologies of 'security', 'access' and 'intelligence', and promote the ecological construction of the IoT industry. Three 'cloud chips' based on the AliOS software and hardware framework, including computer vision chips, converged Into the secure MCU platform chip, and the world's first AliOS-based ultra-low-power NB-IoT IoT security chip launched in cooperation with ZTE Microelectronics.
Qi Xiaoning believes that the value of IoT is in sensing, connectivity and intelligence, as well as good value services. For hardware companies, providing good services is a short board, and semiconductor companies will provide more value on a hardware basis in the future.' Value beyond silicon' Because it is obviously not enough to go forward by Moore's Law alone, but also to provide more application value, it is necessary to integrate with big data.
When it comes to the IoT market, Qi Xiaoning thinks that it focuses on three important areas: industry, healthcare, and consumer. Because the IoT market has short-term, fast-changing, and subdivided application fields, it is also difficult for the IoT semiconductor market to see large volumes. One of the main reasons for significant growth.
It is understood that Zhongtian Micro currently has more than 70 cooperating manufacturers, and the cumulative shipment of SoC chips has exceeded 500 million. It is only the first annual chip shipment in 2016 that has broken 100 million pieces.
At the same time, he is also quite optimistic about the extensive application of smart surveillance in smart cities. Zhongtian Micro has now developed the next generation of video learning technology with a deep learning structure description and identification technology chip solution, and has been adopted by major domestic video surveillance manufacturers.
China's RISC architecture has great potential for independent research and development
In fact, Ali is committed to building an open cloud computing ecosystem, and it also coincides with the RISC-V road of Zhongtian Micro's embedded CPU architecture.
Due to the different and complex application scenarios of the Internet of Things, the hardware design needs to be more efficient, especially some customized designs. The IoT hardware often needs to be more flexible and economical for customers and cloud computing. RISC-V belongs to a fully open source processor Designs, such as AI, driverless cars, VR/AR, robots, etc., RISC-V is adopting these chip-level new technologies for applications that are at the forefront of innovation. Qi Xiaoning also analyzed that she is currently taking the autonomous instruction set architecture in China and mastering its own The R&D code, RISC-V has a simple, extremely low power consumption, embedded features, promising in the Internet of Things market. Or in the near future, RISC-V is also planning to increase brand awareness through more domestic industry activities. And in the context of increasing RISC-V architecture and product demand, the company will expand its influence in the Chinese market. DIGITIMES
5. Talent has become the strongest kinetic energy in Suzhou's transitional development with a total of nearly 2.6 million;
The most important way out of transformation and development lies in the innovation of talents. Only by using talents as a breakthrough can we better accelerate the accumulation of innovative resources, promote industrial transformation and upgrading, and rely only on high-quality talents to take the power of the entire city to accelerate talents. Give priority to development, make talented people become the strongest kinetic energy in Suzhou, can realize the Phoenix Nirvana of Suzhou!' .
After a lapse of seven years, Suzhou City held another talent conference. On the afternoon of April 2, Suzhou City held a city-wide talent conference in the industrial park to study and deploy talents in the new era and promote innovative, explorative and leading talent development. Zhou Naixiang, member of the Standing Committee of the Jiangsu Provincial Party Committee and Secretary of the Suzhou Municipal Party Committee, pointed out at the meeting that Suzhou is currently in a critical period of economic and social development and that it is more urgent than ever to require talented people. It is urgent to speed up the strategic layout of human resources.
In order to fully implement the decision-making and deployment of the Central Committee and the Provincial Party Committee, Suzhou City plans a major strategy, key tasks, and important actions for the talent work in the next period. After the city’s talent promotion meeting was held in 2011, the municipal government once again held a citywide talent conference. Guide all localities and departments to truly put the 'strategic resources' of talents in a 'strategic position'. With priority given to the development of talents to lead and promote high-quality development in Suzhou, we must further create a strong atmosphere, respect talented people, rely on talented people, and care for talents to become a new era in Suzhou. The strongest sound.
In recent years, Suzhou has given full play to the guiding role of talents in various undertakings in accordance with the requirements of the central and provincial Party committees on talent work. The priority strategy for talents has been accelerated, the talent policy system is improving day by day, and talent-driven innovation has gradually emerged. The innovation and entrepreneurship ecology has continued. Optimized, the city's talent work has shown a good momentum of rapid and healthy development. Statistics show that Suzhou has newly issued 40 new policies for talents and supporting implementation rules in the past five years, and more than 120 new policies for talents have been issued at city and county levels to fully implement talent cultivation. The 'seven major projects' have solidly promoted systematic policies, integrated innovation, and built a new round of policy advantages. The city has a total of 2.599 million talents and a total of 22.3 million high-level talents; '250 people, including 131 entrepreneurial talents, ranked first in national large and medium-sized cities for many years in a row; province's 'double-creation' talents reached 782, and achieved the province's eleven consecutive championships; Suzhou International Elite Venture Week settled in 3785.
In addition, 34 enterprises with leading talents at or above the municipal level in Suzhou are listed or listed on the New Third Board. The annual tax revenue of leading talents companies exceeds RMB 1.3 billion, which effectively promotes the development of new industries, new business models, new models, new technology clusters, and talent-driven innovations. Release; Aiming at the problem of “pain points” and “blocking points” that have constrained the development of talent for a long time, drastically pushed forward the reform of the human resources development system and accurately introduced more than 60 major reform measures, which injected a powerful momentum for talent development; relying on 107 or more provincial-level cities Technology incubator, 148 provincial creative space, 51 national creative space, built a Harvard University Weitz Innovation Center, Oxford University Suzhou Research Institute and a number of new research and development institutions, providing a rich soil for talent innovation and entrepreneurship.
At the day of the meeting, Suzhou's high-level talents 'one-stop service center' was officially unveiled. This marked that Suzhou's high-level visits and service work has been upgraded to a new level; the conference also awarded the 'Suzhou Outstanding Talent Award', Suzhou. Xu Sheng, Executive Director and General Manager of Xuchuang Technology Co., Ltd. Wu Depei, Director of Department of Hematology, First Affiliated Hospital of Soochow University, Party Secretary of Jiangsu Shagang Group Co., Ltd., Chairman Shen Bin, Chairman of Suzhou Electric Apparatus Research Institute Co., Ltd. Hu Delin, Suzhou Zhong Jinde, Chief Designer of Zhong Jin De Sandalwood Art Museum, Xin De Chao Chairman and President of Xinda Biopharmaceutical (Suzhou) Co., Ltd., Executive Vice President Xi Jiaomin of Xi'an Jiaotong-Liverpool University, Deputy Director of Suzhou City Tannery Delegation, Vice President of Suzhou Pingtan School, Chinese Quyi Vice Chairman Sheng Xiaoyun, Secretary of the Party Committee of Shenghong Holding Group Co., Ltd., Chairman of the Board of Directors Miao Hangen, Secretary of the Party Committee of Qidi Design Group Co., Ltd., and 10 persons of Chairman Dai Yaping who made special contributions to economic and social development were awarded by the Suzhou Municipal Committee and the Municipal Government Outstanding Talent Award'.
Founded in 2008, Suzhou Xuchuang Technology Co., Ltd. focuses on the research and development and industrialization of high-end optical modules. The company has rapidly grown into a leading company in the field of optical devices in the domestic optical communications industry within ten years. The company has developed and produced high-speed optical communication modules. The product portfolio has been widely used by a number of industry-leading system equipment manufacturers and very large-scale data centers, filling the gaps in the core components of the domestic telecommunications network systems. Up till now, 62 patents (38 invention patents) have been authorized, and overseas patents have been authorized. In the last five years, the company's sales revenue has increased by more than 10 times, and its net profit has increased by more than 40 times. Xu Sheng, the founder of Xuchuang Company, stated that the reason why enterprises have achieved extraordinary development within ten years is one of the most important reasons for doing well. Talent 'Articles' : Relying on the team of returning students from the United States and domestic talents cultivated at home, Xuchuang has formed a highly competitive 'global technology competition echelon' and has made great achievements in the cloud computing data center and optical module market. People's performance, in one fell swoop laid the industry leading position of domestic high-end optical communication module.
At the meeting, Zhou Naixiang demanded that the party committees and governments at all levels of the city in Suzhou should fully understand the importance and urgency of the work of talents, and effectively regard the strengthening of the work of talents as the basis for competition, transformation, and the source of innovation, so that the advantages of talents will become the development advantages of Suzhou. And competitive advantage. We must take the efforts of the entire city to speed up the outstanding development of talents, and strive to create a new situation where talents are created and people do their best. Build a 'talent chain' around the 'industrial chain' and simultaneously draw 'industrial maps' and 'talent maps' to 'talents'. The Peak 'leads the 'industrial peak' and uses talent to rush out of the acceleration of innovation, climb new heights in the industry, promote high-quality development, strive to be 'two benchmarks', implement 'four highlights', build 'four cities,' strive to do' Strong and prosperous, the United States and high 'new Jiangsu construction pioneer military pioneers. (Zhou Qing Hu Yongchun) Xinhuanet
6.90 million US dollars New Technology Electronic Packaging thin carrier project settled in Jiangyin High-tech Zone;
According to a report from China Jiangsu Network, on March 28th, a total investment of 30 million U.S. dollars in Taiwan's Xinjie Technology Electronic Packaging Thin Carrier Project was held at the signing ceremony of the Jiangyin High-tech Zone Management Committee. New contracted projects will be held. We will increase the production capacity of semiconductor thin cover tapes, and introduce the research, development, production and sales of plasma cleaning equipment. After the project is completed, it will form an annual production capacity of 40 million thin cover tapes and 40 plasma cleaning equipments.
