Original Title: Taiwan's Hengjin Technology's parent company has moved to the mainland! Xiamen Semiconductor Investment Group and Corecraft Technology have jointly built a high-end package carrier base.
In recent years, ICs have become a key industry for national development. US semiconductor technology has taken the lead. Japan's semiconductor technology level is comparable to that of the United States. Korea's storage market has driven technological advancement by leaps and bounds. What action does China have? After 2014, the Chinese semiconductor industry has also achieved With great progress, the dependence on technology, industry chain, and supply chain is still very high. China's huge market size, national security, and the development of a new generation of information technology urgently require the IC industry to promote.
In the government work report of 2018, the prime minister also clearly stated that ICs should be included in the top five industries that need to be promoted to speed up the building of a powerful country, enabling China's integrated circuit industry to develop in a sound policy environment.
The signing of Xiamen Semiconductor Investment Group will jointly invest in and construct a R&D, design and manufacturing base for high-end package carrier board in Xiamen Haicang District together with JS Technology. It is reported that the total investment of the base is 4.6 billion RMB, which is located in Xiamen Haishu District Information Industry Park. With an area of 200 mu, the annual output value will reach 4 billion yuan. The project is divided into two phases. The first phase of the project will invest 2.3 billion yuan, and the output value will reach more than 2 billion yuan. The mass production is planned for the third quarter of 2019. Zhouzhou Science and Technology is the first time to appear as a parent company of Taiwan Hengjin in the public view. Hu Zhuqing, Chairman of the core boat technology, said that we will be synchronized with the global advanced FCBGA carrier board technology, with the exclusive innovation of the Xiamen core boat in the carrier board area ARMOR® ( Armored Samurai) technology, focusing on meeting the need for higher-density integrated circuit modules (components), higher density and thinning. The products are mainly for high-performance chips such as CPU, GPU and FPGA, and AI, 5G, Networking and other applications.
2. Beijing Junzheng’s net profit rose by 45% in the first quarter. Some new products will be taken in the second quarter;
According to the micro-network news, on April 16th, Beijing Junzheng announced the first quarterly report of 2018. The company achieved operating income of 39,190,600 yuan from January to March in 2018, an increase of 7.78% year-on-year. The net profit attributable to shareholders of listed companies was 2,966,100 yuan. The year-on-year increase was 44.69%, and the company’s EPS was RMB 0.02. Beijing Junzheng stated that during the reporting period, as the company’s sales revenue continued to grow in smart video and IoT’s main application areas, the company’s overall operating income increased compared to the same period last year. At the same time, during the reporting period, the company’s financial income received, government subsidies increased compared to the same period of last year. During the reporting period, the company’s non-recurring gains and losses were approximately 6.9 million yuan, compared with 3.8623 million yuan in the same period of last year. The above factors were combined for the first quarter of 2018. Net profit attributable to shareholders of listed companies increased compared to the same period of last year. As the leading integrated circuit design company in China, Beijing Junzheng has the world's leading 32-bit embedded CPU technology and low-power technology, and the main business is microprocessor chips. Development and sales of video chips and integrated solutions. At present, Beijing Jun Zhengzheng continues to carry out R&D of core technologies and planning and development of new chip products. Some new ones The product is expected to be launched in the second quarter of 2018. The company continues to promote the development and marketing of smart audio, two-dimensional code, smart door locks and other areas in the field of Internet of Things, and strives to import more customers and solution providers; In the field of intelligent video, the company continued to carry out R&D and promotion of related products and solutions. The company’s plans for high-end intelligent video chip products have gradually improved. It is expected that some of its customers’ products will be available for sale in the second quarter of 2018. The company’s battery network cameras (IPCs) ) The solution is basically mature. The company has carried out product promotion and customer service work in the battery IPC market. With the trend of network camera intelligence, under the company’s continuous promotion, the company’s shallow learning coprocessor products are gradually being more Used by customers; At the same time, the company actively promoted the research and development of deep learning coprocessor products.
3. Torch Electronics intends to acquire Tianji Electronics' 60% shares and cut into the microwave component market;
On April 16, the Torch Electronics announced that the company plans to acquire a 60% stake in Guangzhou Tianji Electronic Technology Co., Ltd. (abbreviated as 'Yiji Electronics') for RMB 44.1 million in cash. After completion of this transaction, Tianji Electronics will Become a holding subsidiary of Torch Electronics and incorporate into the company's consolidated financial statements.
Tianji Electronics has a net profit of RMB 5,491,300 in 2017. The company is a high-tech company focusing on R&D, production, sales and related services of single-layer ceramic capacitors. Based on more than ten years of research and development experience, Tianji Electronics has been built. Domestic advanced single layer ceramic capacitor SLC production line and perfect quality inspection system, and possesses core technology and patents. Its products are widely used in wireless communications, satellite navigation, big data, radar, electronic reconnaissance, electronic countermeasures and mobile communications, etc. Industry and field closely related to microwaves.
With the rapid development of microwave communications and optical communications in recent years, the market's demand for SLC products has also grown rapidly. Because of its complex manufacturing process, SLC products require high performance and reliability. There are only a few manufacturers worldwide, and currently SLC technology products. Mainly by the monopoly of the United States and Japan. Prior to 2006, the SLCs required for domestic military and civilian use basically depended on imports. Tianji Electronics, as one of the few manufacturers that can produce SLC products in China, is at the leading position in China.
Torch Electronics believes that through the acquisition and integration of YORK ELECTRONICS, the company can complement its complementary advantages with YORK. On the one hand, the company leverages its advantages in manufacturing, technology, qualification, brand, sales channels, service and management, and combines YORK. The precipitation and strength of electronic technology research and development will jointly increase the market share and profitability of YOYC Electronics. On the other hand, this transaction will enable the company to rapidly enter the microwave component market, and will form brand and synergistic effects with the company’s subsidiary, mm Electronics, in the future. Rapidly improve the company's industrial chain and product layout, consolidate and improve the company's technological superiority and industry position, enhance the company's overall profitability, and promote the company's continued and stable development. In the future, YORK will expand its core products with SLC and strive to build A supplier of military electronic components and 5G microwave components with core technology and significant influence.
4. Sotheby's first-quarter net profit increased by 412.62% year-on-year;
According to the micro-network news, Suan Bede announced the first quarterly report of 2018 on the evening of April 15. During the reporting period, the company's main business revenue was 361,321,100 yuan, an increase of 14.79% over the same period of last year; the net attributable to the owners of the parent company Profit was 15,522.5 million yuan, an increase of 412.62% over the same period of last year.
The explanation of the company's performance during the reporting period was mainly due to two factors. First, the antenna and fingerprint identification module business continued to grow, and the chip packaging business improved significantly. Second, the company's consolidated statements reduced the loss of the casing business compared to the same period last year.
5. Huawei's supplier Guanghong Technology last year had a net profit of 174 million. It is increasing the layout of automotive electronics.
In the micro-message news, Guanghong Technology announced the 2017 annual report a few days ago. During the reporting period, it realized operating income of 1.274 billion yuan, an increase of 3.84% year-on-year; total profit of 199 million yuan, an increase of 5.65% from the same period last year; Net profit attributable to shareholders of listed companies 1.74 billion yuan, a year-on-year increase of 12.56%.
Guanghong Technology's main business is specialized in PCBA and assembly of electronic products such as consumer electronics, network communications, automotive electronics, etc., and provides process technology research and development, process design, procurement management, production control, storage and logistics and other complete services Electronic Manufacturing Services (EMS). In smart phones, tablet computers and ONT products, Guanghong Technology has successfully entered the supply chain of leading ODMs such as Huawei Technologies, ZTE, OPPO and other globally renowned brands and Huaqin Communications, Wentai Communications and other leading ODM companies.
In 2017, Guanghong Technology actively implemented new customer introduction strategies while effectively managing existing customer resources, further improved the domestic business area layout, conducted customer development nationwide, and achieved results; at the same time, the company increased the number of cars. With the layout of e-business, the automotive electronics business is developing rapidly. The auto electronic products produced are ultimately sold to terminal brands such as Geely and BAIC. In addition, the company also expands its overseas customers in various ways, timely cutting into North American and European markets according to business development needs. In order to fully meet the business needs of global electronic product brands, to ensure the company's performance continues to grow.
6. Paving the way for the AI chip? The original Samsung Semiconductor Zhou Jun joined Rokid;
AI company Rokid has made new progress.
Today, Rokid CEO Zhu Mingming announced that Dr. Zhou Jun, former director of Samsung Semiconductor (China), officially joined Rokid as Vice President of Rokid's basic platform.
Zhou Jun had not disclosed much public information before, but he was an 'old man' in the semiconductor field. He graduated from the Department of Electronic Science and Engineering of Nanjing University in 1997. After graduating, he stayed in school to teach, and later worked in Nanjing Weimeng Electronics. .
From 2005, Zhou Jun joined Samsung Semiconductor (China) and worked here for 13 years, serving as the Director of the Institute. He worked at Samsung Semiconductor (China) as processor development & chip development for many well-known brands, among which customers included Popular Meizu, Lenovo, Haier, ZTE, Changhong and BOE etc.
This time Rokid cited Zhou Jun to join. There may be a lot of articles behind it.
Rokid was founded by Zhu Mingming, former head of Alibaba's M Labs (a source associated with Alibaba AI Labs), Alibaba Group Finance VP Wang Biaode, headquartered in Hangzhou, and has laboratories in both Beijing and Silicon Valley.
Rokid's most well-known product is the intelligent speaker Ruo Qi, which launched AR glasses at CES this year.
These emerging mobile devices are inseparable from chip support.
Just recently, Rokid co-founder Wang Jude said in an interview that Rokid will also launch AI products in various fields such as IOT and AI chips. According to Wang Xiaode, 'The solution of this chip has reached the level of productization, meaning In the near future, the threshold of the AI industry may be greatly reduced.
The qubits are also inquired from reliable sources. Rokid's chips have actually entered the mass production phase. The company also plans to hold a press conference on June 26, or it will be a real debut at that time.
In short, another AI company is involved in the chip field and AI sports is entering the borderless stage. Qubits