At the beginning of this year, Chen Datong, founding partner of Huashan Capital, delivered a speech saying that the National IC Industry Fund has promoted the semiconductor industry significantly and exceeded expectations. However, due to the immature domestic capital market, the domestic stock market is totally different from the US and European stock markets, and there are many Strict regulations, such as the actual controller can not be changed, the PE provides the upper limit, etc. And all these requirements are not available abroad. 'We sort out the conditions and find it almost impossible to satisfy these conditions at the same time.'
If this new government lands, it will inevitably greatly accelerate the speed of ICs to be listed. The market for IC investment and financing will be activated and the attraction for overseas IC projects will be increased.
Today's IC market suffered a heavy penalty when ZTE was heavily penalized. The counter-trend rose, and the daily limit was multiple. In policy blessings, strong expectations of import substitution, ICs and related sectors continued to rise. Only in March, the chip concept, The IC and semiconductor and component stocks both rose by more than 10%.
Under the trade friction between China and the United States, the IC industry has ushered in a number of policy dividends. Recently, the Ministry of Finance, the State Administration of Taxation, the National Development and Reform Commission, and the Ministry of Industry and Information Technology jointly issued the “Circular on Issues Concerning Corporate Income Tax Policies on Integrated Circuit Manufacturing Enterprises”. , Regulations that meet the relevant conditions of integrated circuit manufacturing enterprises, can enjoy the "five exemptions 50%" corporate income tax. Related preferential policies from January 1, 2018 to implement.
According to the investment agency, 20 million can be immediately reported for chip companies. This is the best policy for leaving technology companies listed on the domestic market. If it is window guidance, it will be the best window guidance ever and the province will be able to Reissue CDR (China Depositary Receipts) to return A shares.
2.Huawei Xu Zhijun: Kirin chip is not for sale Huawei mobile phone will not be used
On April 17, the Huawei Global Analyst Conference was held in Shenzhen. This is Huawei's fifteenth consecutive meeting. More than 500 industry analysts from around the world, communications, Internet, financial and other industry opinion leaders and media arrived.
In the question and answer session of the conference, when asked how to regard Huawei as being forced to abandon cooperation with AT&T and ZTE was prohibited from buying news about US parts and components, Huawei’s rotating chairman, Chairman Xu Zhijun, stated that Huawei is still focusing on putting ourselves in The things to do well. Regardless of any difficulties encountered, we can only survive and develop for a long time by doing our own thing well and serving our customers well.
'Some things are not based on our will. It's better not to ignore him than you can't. It will give us more energy and time to serve our customers, and to build more time and energy. Better products, to meet the needs of our customers. Some things, let go, but easy. ' Xu Zhijun said.
Huawei Xu Zhijun: Unicorn chip is not for sale Huawei mobile phone will not be used
In addition, when talking about the positioning of Unicorn's Huawei products and services system and whether Huawei's smartphones will all use Unicorn chips, whether they will be exported or not, Xu Zhijun stated that Huawei does not position chips as an independent business and will not create chips based on external chips. income.
Xu Zhijun emphasized that Huawei does its own chip positioning only to carry its own hardware architecture to achieve product differentiation, competitiveness, and low cost. Until now Huawei has had no idea and plans to sell Kirin chips externally.
In addition, he stated that Huawei's smart phones have always been clearly a multi-chip supply strategy. Huawei's mobile phones will not use all Kirin chips. Qualcomm, MTK and Unicorn are chip suppliers for Huawei smartphones. The strategy will continue to be adhered to in order to ensure the healthy development of intelligent terminal services.
'You can't hang on a tree. If you hang a tree, when the Kirin chip falls behind, what about our smartphone?' Xu Zhijun said.
Xu Zhijun said that from this point of view, the three chips are competing with each other. Based on Huawei's different smartphone positioning to choose the right chip solution, and then build the smart phones and experiences needed for this consumer group.
3. Chip Powers Dream: Carbon Nanotubes Results in Science Magazine
When human life is increasingly inseparable from mobile phones, computers and other electronic products, the core components of these products are facing the limits of performance. Fortunately, scientists are exploring the use of new materials instead of silicon manufacturing chips, which break the chip's Physical limits. In this regard, Chinese scientists have already taken the lead in the world, which also provides a possibility for the Chinese chip industry to change lanes and overtaking.
PENG Lian-mao, a professor in the Department of Electronics at Peking University, led the team to successfully use the new carbon nanotubes to make the core components of the chip--transistors. Its operating speed is three times that of Intel's most advanced 14-nm commercial silicon transistor, and its energy consumption is only four. In one part, the results were published in the magazine "Science" at the beginning of 2017. 'If the chip is likened to a house, the transistor is the brick that builds the house. The house of a building constitutes our information society.' Peng Lianmao said.
Silicon is a traditional semiconductor material. For a long time, the entire semiconductor industry has followed Moore's Law and continuously reduced the size of transistors to improve its performance. The industry believes that Moore's Law will reach the end point around 2020, that is, the size of silicon material transistors can no longer be reduced , The performance of the chip has been approaching its physical limit.
In this context, people are always looking for materials that can replace current silicon chips. Carbon nanotubes are one of the main research directions. Researchers at Stanford University, IBM are all working on research in this field. International semiconductor technology development In recent years, the roadmap has repeatedly quoted the work of the Peng Lianmao team to prove that carbon nanotubes are an important way forward. Peng Liancon firmly believes that the breakthrough in carbon nanotube transistor technology is of far-reaching significance to the Chinese semiconductor industry.
All along, chips are shortcomings in the field of Chinese science and technology. Although China is the world's largest semiconductor consumer, the self-sufficiency rate of domestically produced chips is still less than 30%. According to statistics from professional research institutions, the import cost of chip industry in mainland China reached 230.7 billion in 2015. The U.S. dollar is 1.7 times the total crude oil imports. In addition, Peng Lianmao pointed out that China's self-developed chips are mostly low-end chips. China's chip manufacturing technology has a gap of 3 to 5 years from the world's leading level. However, with silicon The physical properties of materials have reached the limit. The breakthrough of carbon-based chips has provided the Chinese chip industry with the possibility of lane changeover.
'Our CNT transistor research and development technology leads the world. China's huge market and abundant capital provide us with a broader perspective.' Peng Lianmao said. Peng Lianmao began researching on carbon nanotube transistors before 2000. Almost 20 years ago, he is 55 years old and claims to be a dreamer.
Although every day is faced with a transistor that is smaller than red blood cells under the microscope, Peng Lianma's mind often presents a future picture that is related to the fate of humankind: Continuous use of smart phones without charging for several days; Wearable, comfortable miniature Medical sensors; Sensitive robot skin... The accomplishment of Peng Lianxi's research on carbon nanotubes means that all his dreams about the future will become a reality in the near future. The size of silicon-based transistors is 5 to 10 times faster and consumes only one-tenth of the power. ' Peng Lianxi said.
Because of low energy consumption, the battery life of the mobile phone will be greatly improved in the future. At the same time, after installing this high-efficiency chip, the camera performance of the future mobile phone will be greatly enhanced. The carbon-based chip can not only exhibit more excellent performance, but also more exciting. It is also possible that it can do things that silicon-based chips can't do.
Peng Lianma's team is already working on carbon sensors for detecting biochemical indicators such as blood pressure, heart rate, and blood glucose. Due to the high compatibility of carbon materials with human body and good flexibility, this sensor can be perfectly fitted. Skin, it does not feel its presence. The team is also studying the use of carbon materials to build an infrared surveillance camera in the car-assisted driving system. Safe driving at night is one of the difficulties that assisted driving must overcome. Due to the carbon material in the near-infrared sensitive Extremely good, it can be used in night vision equipment to achieve extremely high resolution, and can also image non-heat-generating objects and objects in dense fog, much better than the current infrared thermal imager.
The dream is brilliant, but the front road is not magnanimous. This intermediate link from the laboratory to the product has the name of 'Death Valley' in the scientific and technological community. To stride across the 'Death Valley', to embark on an engineered journey, in addition to more The technical difficulties need scientists to break through, and support and cooperation from countries and companies are also essential. In June 2014, the "National Integrated Circuit Industry Development Promotion Outline" was issued. The integrated circuit industry was defined as supporting economic and social development and safeguarding national security. Strategic, basic and leading industries. In September of that year, the National Integrated Circuit Industrial Investment Fund was established with a scale of RMB 120 billion for the first phase. “Made in China 2025” clearly stated that the self-sufficiency rate of chips will reach 40% by 2020, and by 2025 Up to 50%. 'Compared to some sleek new application technologies, basic research like chips should get more attention, because it plays a more central and supporting role for a country's technological advancement.' Peng Lian Spear said. Xinhua News Agency
4. Big Dipper Star's 2017 net profit of 105 million yuan, an increase of 103% over the same period
According to the micro-network news, the company disclosed its annual report in the most recent year. The company's 2017 operating income was 2.204 billion yuan, an increase of 36.3% year-on-year; net profit was 105 million yuan, an increase of 102.99% year-on-year; earnings per share was 0.21 yuan. The company intends to pay out every 10 shares. 0.7 yuan.
Big Dipper Star Express said that the main drivers of performance growth include: 1. The rapid growth of basic product segment performance was 39.17%. Among them, due to the rapid growth of high-precision antenna and radio services, Guangdong Weitong base station business and other factors, the operating income of Huaxin Antenna increased; Due to the rapid growth of LTCC microwave ceramic communication components, Bluetooth-related business, mergers and acquisitions of Hangzhou Kelly, and other factors, Jiali Electronics’ operating revenue increased; affected by the rapid growth of autopilot, high-precision application business of drones and surveying and mapping industries, etc. Affected, Navigation Products Division's operating income increased. 2. Mergers and acquisitions of German in-tech consolidated statements. In the report period, in-tech increased revenue by RMB162 million, accounting for 7.35% of the company's total operating revenue.
5. Mainland Semiconductor stocks soared! Hope that ZTE will supply broken links and will boost Beijing's overweight support
ZTE Corporation (ZTE) was banned by the United States and could not purchase components from US companies for the next seven years. However, many semiconductor stocks in China have seen an uptrend on Wednesday (April 18), mainly due to market expectations. This will prompt Beijing authorities to increase Great support for its own semiconductor industry.
The Castrol XQ Global Winner System Price Quotation shows that as of 2:56 pm Taipei time on the 18th, the wireless sensor chip maker Beijing Beichuang (300667.SZ) daily limit (10%) was reported at RMB 56.53 yuan; payment password system and password system The chip dealer Shangri Technology (300333.SZ) daily limit (10%) reported RMB 9.13; the storage chip vendor National Technology (300077).SZ) daily limit (10%), reported to RMB 9.46.
The South China Morning Post reported on the 18th that there are more and more investors in the market convinced that the US ban on ZTE's supply chain will force Beijing authorities to increase investment and boost the mainland's own semiconductor industry. This encourages Chinese semiconductor stocks to rise.
Zhao Cheng, an analyst at Caitong Securities, said that trade wars and technological protectionism have hindered the development of China's high-tech industry. He believes that in order to resolve the crisis, China should provide policy assistance to related industries.
The latest news shows that the supply of broken links, means ZTE's device, I am afraid that even the Android software can not be used.
Reuters reported that according to a source on Tuesday (April 17th), the ban of the US Department of Commerce means that ZTE’s mobile devices cannot continue to use Google’s Android operating system. ZTE is discussing the ban with Google. Impact, but as of Tuesday morning, the two companies still couldn't figure out whether ZTE could use Android. According to the IHS Markit statistics agency, ZTE's (2017) smartphone shipments were 46.4 million, ranking seventh in the world. Android smart machine manufacturer.
Not only that, but the Federal Communications Commission (FCC) also proposed on Tuesday that it would prohibit US government agencies from buying products that may constitute a threat to telecommunication network security. According to the report, ZTE and China's smart phone company Huawei Technologies (Huawei Technologies) ), Fear both blow. The FCC proposal is expected to be finalized this year.
6. Real Estate Developers Shanghai Wanye to Acquire New Third Board Co., Ltd.
On April 16, Shanghai Wanye Enterprise Co., Ltd. (hereinafter referred to as 'Shanghai Wanye') issued an announcement saying that it is planning to purchase Shanghai Kestom Semiconductor Co., Ltd. from Kingstone Technology HongKong Limited, etc. by issuing shares and paying cash. In the following referred to as 'Kiinktong Semiconductor', the company entered a major asset restructuring suspension procedure. The company's shares were suspended from April 17, 2018.
According to statistics, Kestom Semiconductor was established in Zhangjiang, Shanghai in 2009, and was listed on the New Third Board in 2016. It is a high-tech enterprise focused on ion beam technology, which integrates scientific research and manufacturing, and is mainly engaged in research, production, and remanufacturing. Sales of international leading high-end ion implanters, focusing on photovoltaic solar cells, new flat panel displays and semiconductor integrated circuits.
Shanghai Wanye was founded in 1991. It started with real estate business and has a number of projects in Shanghai, Suzhou, Wuxi and Changsha. In 2016, Shanghai Wanye achieved a revenue of 3.188 billion yuan, an increase of 30.8% over the same period of last year. The net profit of shareholders of listed companies was RMB 718 million, which represented a year-on-year increase of 239.72%. Shanghai Wanye expects that the net profit attributable to shareholders of listed companies for the year of 2017 will increase by RMB 718 million to RMB 862 million compared with the same period of last year. Increased 100% to 120% year-on-year.
As a real estate company, Shanghai Wanye has been seeking transformation opportunities in the high-tech field in recent years. This is not the first time it has entered the field of integrated circuits. Under the strategic focus of the company's largest shareholder, Pudong Ketou (28.16%), Shanghai Wanye has repeatedly issued layout ICs.
On November 17, 2015, after entering the suspension of major assets reorganization for nearly 5 months, Shanghai Wanye issued an announcement saying that the termination of major asset restructuring. According to the announcement, Shanghai Wanye, which is the real estate business, intends to issue shares to a third party. It is the equity of overseas integrated circuit companies. The background of the restructuring is to realize the company's expansion in the field of integrated circuits. Despite the eventual failure, the company has undergone active transformation and the strategic direction for the layout of the integrated circuit industry has not changed.
Subsequently, Shanghai Wanye and the National Integrated Circuit Industry Investment Fund, Shanghai Lingang Administrative Committee, Shanghai Guosheng Group, Nanjing Bank, and Pudong Branch Investment Co., Ltd. jointly initiated the establishment of a Shanghai Semiconductor Equipment Materials Industry Investment Fund with a total size of RMB 10 billion. In 2017, it had purchased 20% of the fund’s first phase of RMB 5.05 billion with its own capital of RMB 1 billion. It is reported that the fund mainly focuses on the field of integrated circuit equipment and materials, upstream and downstream companies in the semiconductor industry chain and other related fields. .
It is worth noting that at present, many other companies that are seeking transformation have targeted high-tech fields such as integrated circuits. In addition to Shanghai Wanye, Huaxia Happiness Foundation Co., Ltd., Country Garden and other companies also have cross-border in recent years. action.
In September 2016, Huaxia Happiness, an operator of New Town, signed a strategic cooperation agreement with Northeastern University and Shenyang University of Technology to formally enter the field of artificial intelligence;
In May 2017, Country Garden and Harbin Institute of Technology reached a strategic cooperation framework agreement to enter the field of smart cities;
In addition, Evergrande Real Estate signed a comprehensive cooperation agreement with the Chinese Academy of Sciences in Beijing in April this year. It plans to invest 100 billion yuan in the next 10 years in the fields of aerospace, integrated circuits, quantum science and technology, and artificial intelligence.
In fact, with the rapid development of smart cities, Internet of things, artificial intelligence and other high-tech fields, coupled with the promotion of national strategies, and the support of local governments, integrated circuits have become the preferred target for corporate transformation and development.
However, it is also worth noting that, as industry experts such as Wei Shaojun, director of the Institute of Microelectronics of Tsinghua University, have stated, although the development of the IC industry is of great significance for the realization of the localization of the chip, it is also necessary to prevent the occurrence of 'overheating'. Avoid blind investment. Global Semiconductor Watch