Set micro-network news, Ziguang Zengru CTO Wei Shuran resigned in recent days, and has been approved by the purple, rumored to be formally announced this week.
In December 2013, Ziguang Group acquired Spreadtrum Communications for US$1.8 billion. In July 2014, Ziguang Group completed the acquisition of RDA Microelectronics for US$907 million. Until January 19 of this year, Ziguang Zengrui The company's Spreadtrum Communications and RDA Microelectronics (RDA) completed its formal merger. The original RDA CEO Weijuan was promoted to the CTO of Ziguang Zengrui.
After the completion of the merger, Ziguang Group officially responded to the gathering of Micro-Media and other media, saying that the merger of Spreadtrum and RDA will gradually realize the coordinated development in terms of development strategy, product planning, marketing organization and operation management. After integration, at the product business level Spreadtrum will continue to focus on independent R&D and design of baseband chips for 2G/3G/4G/5G mobile communications; RDA will be committed to the research and development of core technologies in the field of IoT to better meet the diversity of customer choices. Customers' long-term commitment. In 2017, Ziguang Zonui’s mobile handset baseband chip market share ranked the top three in the world, and it has become the top 10 IC design company in the world.
Wei Shuran is one of the original co-founders of RDA. He has been CTO since the establishment of the company in 2004 and has served as a director since 2005. Wei Shuran has more than 16 years of experience in CMOS RF IC design. Before co-founding the company, from 2002 to 2004 He served as vice president of Analogix Semiconductor in the United States. From 1998 to 2002, he was an integrated circuit design manager at Marvell Semiconductors. From 1994 to 1998, he served as an integrated circuit designer at LSI (formerly LSI Logic). Engineer Wei Shuran holds a bachelor's degree in physics from Peking University and a master's degree in electrical engineering from the University of Minnesota.
2. Force 2018: Purple to create 'Digital China' to build the national team;
Set Micronet reported on April 25th (Reporter Zhang Yiqun) As a heavy technology company, 'from the core to the cloud' has always been the main strategy for the development of Ziguang. In 2018, Ziguang Group passed the integrated circuit, storage, cloud network and other business sectors Intensive progress has been made to consolidate this goal. At the same time, as a national team in the field of electronic information, Ziguang Group's strategy from core to cloud leads and supports the progress of digital technology in China as a whole.
At the first Digital China Construction Achievement Summit held recently, Ziguang Group, the largest integrated circuit company in China, focused on the series of results from the core to the cloud.
Zhao Weiguo, chairman of Ziguang Group, stated that the construction of 'Digital China' cannot be separated from the support of the core technology products from the core to the cloud. Ziguang Group adheres to the innovation driving strategy of independent innovation and international cooperation, and realizes the company's development center of gravity and national strategy. Combining; Dedicated to providing core technologies, such as chips, computing, networking, and storage, as well as cloud computing solutions and capabilities for enterprises and Internet applications. We hope to actively promote the development of 'Digital China' by aggregating the entire industry chain capability.
Cloud: Ziguang Cloud Xinhua Sanhe Cooperative Attack
The digital economy is the core engine of national economic development. At present, the Chinese government is vigorously promoting the implementation of the national big data strategy and accelerating the development of 'Digital China'. With this push, cloud computing and the Internet of Things are developing rapidly.
From the earliest Ziguang shares, to Xinhua III, Ziguang Western Digital, to Ziguang Clouds, which was established at the beginning of 2017, Ziguang Group started its layout in the cloud area very early.
As an important part of the Ziguang Group's cloud network segment, Xinhua San has accumulated many years of experience and practice in the private cloud industry. Currently, Xinhua San's business involves 19 provincial-level government affairs clouds, 13 national ministries and commissions, and more than 300 government affairs clouds. The prefectural government's government affairs cloud, the country has delivered more than 6,000 cloud projects, and recently undertook the national government affairs cloud construction, showing its dominant position in the private cloud, government affairs cloud and other fields.
At the Navigate 2018 Pilot Summit held in Chengdu at the end of March, Ziguang Group announced the 'Purple Cloud Strategy', announcing an investment of 12 billion yuan to enter the public cloud market, targeting the enterprise market, with a focus on urban and industrial clouds. .
According to the forecast of research firm IDC, China’s public cloud service revenue is expected to reach US$10 billion by 2021, an average annual compound growth rate of 33%. Although Internet users are the largest consumer of public cloud, the proportion is declining, and manufacturing industry , Financial, industry ISV, government and other enterprise users become the new driving force for public cloud growth.
The reason why Ziguang Group is making public clouds is because the enterprise-class public cloud has a huge market volume 10 times that of the consumer level, and the profit rate is about 20%. It is the most valuable cloud computing business. In addition, Internet companies represented by BATJ (Baidu, Ali, Tencent, and JD.com) are beginning to compete for enterprise-level customers. This actually poses a threat to Xinhua’s business.
"The establishment of Ziguang Clouds is to fight back and keep the site." Yu Yingtao, chairman of Ziguang and the chief executive of Xinhua Third Group, said in an interview.
In Ying Tao’s view, compared to Internet companies, online delivery is used for delivery, service, and after-sales services. Based on the practice of long-term service for corporate customers, both the Xinhua III and the Ziguang Clouds have typical To B’s. Genes, which provide the advantages of competing with BAT in the enterprise-level cloud business.
The establishment of Ziguang Cloud improved the layout of Ziguang Group's cloud business. Ziguang Cloud for the public cloud and Xinhua San for the private cloud business will form mutual supportive momentum. Yu Yingtao stated that Ziguang Cloud is focused on the line, while Xinhua’s R & D, sales, service team will be the protection of the development of the purple light cloud.
From the perspective of industry demand, the form of public cloud + private cloud hybrid cloud is the main form of future cloud business development. The cloud strategy of Ziguang Cloud + Xinhua San is a hybrid cloud operation model with Chinese characteristics. The release of Ziguang Cloud Strategy , means that in the chip field after a series of actions, Ziguang Group began to make further efforts in the field of cloud.
According to Ying Yingtao, the products of Ziguang Group's public cloud will be officially launched on June 30 of this year. By the end of this year, the layout of the Ziguang Cloud and the construction of the entire cloud data center will basically be completed nationwide.
Yu Yingtao stated: 'The Ziguang Group has a very leading market position in the enterprise IT field and is actively expanding its brand-new layout in the cloud computing field. The importance of digitalization in promoting supply-side reforms is beyond doubt. Ziguang Group is committed to promoting 'From Core-to-Cloud's advantages and integration, through the provision of comprehensive external chip innovation products and technologies and cloud network system construction and service capabilities, to help social governance, the well-being of people's livelihood and industrial upgrading.
Storage: Independent intellectual property NAND chip production in the year
In recent years, Ziguang Group has invested heavily in the development, manufacturing, packaging and testing of memory chip design, manufacturing, packaging, testing, storage device module devices and controllers, relying on the development strategy of 'from the core to the cloud'. Sales and service, then to the storage system development, manufacturing, implementation and service of the complete storage industry chain.
From the current Ziguang Group's industrial structure, Ziguang Zengrui (Design), Ziguang Guoxin (IC, Smart Card), and three major chip manufacturing bases (Wuhan, Nanjing, and Chengdu) constitute the main industrial layout of Ziguang Group's chip end.
At present, Ziguang Group is planning to launch a 100 billion-strong company (Ziguang is working with the Chongqing Municipal Government and the National Fund to launch Ziguang Guoxin IC Co., Ltd.), hoping to raise RMB 190 billion in this regard to prepare funds for follow-up development.
Previously, China did not have the ability to produce memory chips in the true sense of the word, and it was controlled by people from the perspectives of market and information security.
Yangtze River Storage in Wuhan is achieving a breakthrough in this area. As the main company for the implementation of the national memory base project, Changjiang Storage is jointly established by Ziguang Group, a major fund, and local state-owned assets in Hubei and Wuhan. The Yangtze River’s total storage investment exceeds US$26 billion. One of the group’s largest investment projects so far is also an important jigsaw puzzle for the storage layout of Ziguang. After the Yangtze River’s storage is completed, the monthly production capacity will reach 300,000 pieces, and the annual production value will exceed US$10 billion. The layout of the series of storage plants centered around the Yangtze River will be the next few years. Ziguang Group's largest blueprint.
From the perspective of Ziguang's own business, the future products stored on the Yangtze River can form good synergies with the industry sectors such as Xinhua III and Ziguang Zengrui. At a higher level, China's storage companies represented by the storage of the Yangtze River are shouldering the burden of building China. Self-controllable world-class memory industry base, solving industrial development and industrial safety.
At the “Digital China” Summit, Ziguang Group focused on exhibiting 32-layer 3D NAND flash memory chips with independent intellectual property rights in China. On April 11th, the National Storage Base Project under the responsibility of the Yangtze River Storage Company made significant progress. The chip production machine formally enters the installation and marks the entry of the national memory base from the factory building stage into the mass production preparation stage. China's first batch of 32-dimensional three-dimensional NAND flash memory chips will be mass-produced during the year. This chip is currently the most in the manufacturing process in China. The mainstream chips that are close to the international high-end level will hopefully enable China to enter the first echelon of global memory chips, which will effectively enhance the status of 'China Core' in the international market.
At the same time, Violet Storage officially unveiled in March this year. The development, manufacturing, packaging, testing, sales, and service of UV storage-targeted storage product module devices and controllers play an important role as 'connectors from core to cloud'. Currently, Violet Storage has introduced a full range of high-performance flash module components, including the self-developed SSD main control products, marking the complete establishment of the complete storage industry chain and the breakthrough of core technologies.
In addition, Ziguang Group also exhibited other core products in the chip field, including the first SIM card chip using Flash technology, the first dual-interface module for financial IC card chip THD88 that has passed the international CC EAL5+ certification, and the first PBOC 3.0 country. Mido Application Finance IC Card, the first THM3100 module for mass production POS machine security chip with PCI PTS 5.0 certification, China's only home-made proprietary ten million-level high-performance FPGA Ziguang Tongchuang PGT180H, the highest level of integration under the global 40nm process The FPGA product Ziguang Tongchuang PGL22G, using self-developed TAI controller violet storage P8160 PCIe SSD, and a variety of mobile communications and Internet of things and other chips.
5G: Entering the First Echelon of the World
At present, the Ziguang Group's chip business segment is in a period of rapid development. It integrates chip design, production, manufacturing, packaging and testing, and sales of the entire industry chain. It has become the top ten global integrated circuit company in terms of shipments in China. Ziguang Group is using significant historical opportunities to strategically accelerate artificial intelligence, 5G layout, among which, Ziguang Group's 5G R & D has entered the world's top echelon.
Ziguang Zengrui, chief operating officer and general manager of 5G product line Wang Jingming, said that Ziguang Zengrui actively responds to the national strategy in 5G R&D, and continues to plunge into the 5G market through independent innovation and strong cooperation.
Currently, in the area of 5G, Ziguang Zengru has successfully passed the first phase and second phase tests of the Ministry of Industry and Information Technology, and is currently actively preparing for the third phase of the test. In addition, 5G is performed with Huawei, ZTE, Ericsson and other equipment vendors and operators around the world. Collaboration. At the exhibition, Ziguang Group exhibited the Pivlot- V2 platform for the 5G prototype of Ziguang Zonui. It provides terminal prototype solutions for 5G testing and verification, and supports the development and validation of Zengrui 5G chips.
The objectives of Ziguang Zengrui at this stage are as follows: First, to solidify the low end; Second, to steadily enter the middle end; Third, to change the pattern through 5G. It can be seen that Zeng Rui’s intentions are to promote the traditional high Advancing, with the opportunity of 5G, further bigger and stronger, truly into the world's top echelon.
In February of this year, Ziguang Zunrui announced its global strategic cooperation with Intel 5G. Both parties will combine Intel's baseband technology and Ziguang Zonui's chip design technology to jointly develop a new 5G smartphone platform based on Zengrui processor for the Chinese market and Intel 5G baseband. , And plans to achieve synchronization with the deployment of 5G mobile networks to market in 2019.
The cooperation with Intel can be interpreted in this way. Intel takes advantage of Zengrui's advantages in chip design to enhance its high-end chip product capabilities. Zengrui can use Intel's brand influence to enter the market including international operators or mobile phone manufacturers, further Promote their own brand value, achieve a steady transition to the mid-range, 5G change the pattern of the goal, the cooperation between the two sides is very complementary.
Wang Jingming believes that there is no contradiction between the cooperation with Intel and the development of independent research and development of 5G by Zengrui. Ziguang Zengrui did not receive Intel's 5G technology. Ziguang Zengrui's 5G technology is also stepping up research and development, and the cooperation with Intel is entirely based on business. Level,
According to Wang Jingming, the short-term goal of Ziguang Zengrui was to launch a mobile phone product supporting 5G at the 2019 Pakistan Exhibition. It will participate in China Mobile's coal mining before October 2019. In 2020, it will actively invest in 5G commercial products. ( Proofreading / Fan Rong)
3. The first batch of 16nm chips delivered by the TSMC Nanjing fab: The customer is a bit-continent;
The first 16-nanometer wafers from TSMC Nanjing’s 12-inch wafer factory were recently delivered in volume, demonstrating the high-efficiency capabilities of TSMC that took only 20 months to move from earth to formal shipments. TSMC’s Nanjing plant is currently the most advanced wafer processing technology in China. The factory, It is reported that the first batch of customers supplied is the global virtual currency mining leader Bitland.
TSMC has always been not to comment on a single customer and shipment status. The industry believes that the recent Bitcoin market volatility, the mainland continued to TSMC bit up the goods, said the virtual currency market momentum is still there.
TSMC has been previously revealed in the law that would, the Chinese customer revenue accounted for 11% by the first quarter of last year, the first quarter of this year jumped to 19%, which means as long as the local part of the TSMC customer orders go to Nanjing factory production line, almost Plugging the currently planned production capacity.
Nanjing investment case is TSMC serving customers worldwide a ring layout, control investment of $ 3 billion (about NT $ 90 billion yuan), the company is Taiwan's largest investment amount over the years to go to the land.
TSMC plans that the Nanjing plant will mainly produce 16-nanometer fin field-effect transistor (FinFET) processes with a maximum monthly capacity of 20,000 12-inch wafers. Technology research institute Gartner estimates that the monthly capacity of the TSMC Nanjing plant has increased to 60,000 space, however, TSMC said that the Nanjing plant is currently not considering expanding the scale of the Nanjing plant, and the focus of the advanced process is still concentrated in Taiwan.
The market originally estimated that the first batch of 16nm wafers from TSMC Nanjing was the largest chip factory in China, and also the main processor of Taiwan Semiconductor Manufacturing Co., Ltd., which is owned by Hisense's customers, Netcom’s Netcom processors and mobile phone chips. However, according to sources, the capacity of TSMC’s Nanjing plant has been bit On the mainland, Taiwan Semiconductor Manufacturing Co., Ltd. (Taiwan Semiconductor Manufacturing Co., Ltd.) has advanced the production schedule, and is also responding to the huge order demand of Bitland.
The semiconductor industry believes that the TSMC Nanjing plant held a groundbreaking ceremony on July 7, 2016. It took 20 months to complete the construction of the plant, installed the aircraft and produced a large quantity of goods. The speed is alarming. It is disclosed that TSMC is not an important indicator in terms of process technology, plant construction, etc. , All have a unique and leading position, especially in recent years, China's semiconductor market has risen rapidly. TSMC's Nanjing plant has shipped ahead of schedule, which is beneficial to early snatch up huge business opportunities and give extra points for performance.
TSMC chairman Zhang Zhongmou previously emphasized that the Nanjing plant will be the first major base in mainland China capable of producing 16 nanometer wafers on the ground. This will not only significantly increase the level of on-site wafer foundry in China, but also bring about more cooperation through cross-strait cooperation. Mutual benefit and win-win business opportunities.
In addition to setting up a 12-inch wafer fab in Nanjing, TSMC has also set up a design service center in Nanjing and brought TSMC's open innovation platform ecosystem to the mainland. Currently, the design service center of TSMC Nanjing has more than 100 employees, and the number is growing. The company also promoted wafer testers, semiconductor equipment makers, and IC design service providers to invest in Nanjing. Economic Daily
4. The total investment is 3.5 trillion yuan. In 2018, a list of major semiconductors in Jiangsu Province is listed;
Gathering micro-messages, the Jiangsu Provincial People's Government recently announced the release of major provincial projects in 2018. There will be 240 major projects in Jiangsu Province in 2018 with a total investment of 3.5 trillion yuan, of which: 220 will be implemented, and the annual planned investment will be 522.5 billion yuan. There are 20 reserve projects; 56 major infrastructure projects, including 45 implementation projects and 11 pre-projects. The major IT projects in Jiangsu Province are implemented as follows:
5.Ministry of Industry and Information Technology: China's production of integrated circuits in the first quarter increased by 15.2% year-on-year;
The Ministry of Industry and Information Technology released on May 2 the operation of the electronic information manufacturing industry from January to March of 2018.
In the first quarter, under the leadership of supply-side structural reforms and innovation-driven development strategies, the electronic information manufacturing industry accelerated structural adjustment, promoted transformation and upgrading, and continued to boost industrial prosperity. Production and investment growth maintained its leading position in various industries. The industry as a whole maintains a steady growth and lays a solid foundation for the sustainable and healthy development of the industry throughout the year.
First, the production situation
In the first quarter, the value-added of electronic information manufacturing industry above designated size increased by 12.5% year-on-year, and the growth rate decreased by 2.4 percentage points year-on-year, faster than the growth rate of all above-scale industries by 6.7 percentage points. It ranked among the top growth rates in the manufacturing sub-industry. 3 During the month, the value-added of electronic information manufacturing industry above designated size increased by 12.8% year-on-year, and the growth rate was down by 3.3 percentage points year-on-year.
From the perspective of major products, in the first quarter, the production of basic and emerging products grew rapidly, among which integrated circuits produced 39.99 billion integrated circuits, which represented a year-on-year increase of 15.2%; electronic components reached 127.63 billion, an increase of 22.7% year-on-year; 2.54 billion lithium-ion batteries, This was a year-on-year increase of 16.0%. Production of traditional products slowed down, with production of mobile phones reaching 420 million units, up 0.5% year-on-year; microcomputers 66.271 million units, an increase of 1.3%.
Second, the export situation
In the first quarter, the export delivery value of electronic information manufacturing industry grew by 9.6% year-on-year, faster than the growth rate of the export value of all above-scale industrial exports by 2.0 percentage points, accounting for 42.6% of the industrial export delivery value above designated size, and an increase of 2.6 percentage points year-on-year. In March, the export delivery value of electronic information manufacturing industry increased by 8.4% year-on-year, 2.9 percentage points lower than the previous month.
In the subdivided industries, in the first quarter, exports of electronic components and electronic special materials industries grew rapidly. The value of export delivery increased by 18.7% year-on-year, and the growth rate accelerated 7.3% year-on-year. Exports of electronic devices and non-professional audio-visual equipment manufacturing industries declined significantly. , The export delivery value increased by 3.7% and 5.3% year-on-year, and the growth rate decreased by 11.1 and 4.5% year-on-year. The export of communications equipment and computer manufacturing industry fell slightly. The value of export delivery increased by 15.7% and 6.3% year-on-year, and the growth rate decreased by 1.9% year-on-year. And 1.0 percentage points.
According to customs statistics, in the first quarter of the year, the export volume of ICs was 18.07 billion U.S. dollars, an increase of 33.5% year-on-year, an acceleration of 28.2% year-on-year; the import value was 70.05 billion U.S. dollars, an increase of 36.9% year-on-year, accelerating year-on-year. 25.1 percentage points. LCD panel exports amounted to US$5.73 billion, a year-on-year decrease of 2.8% (up 11.0% year-on-year); import value was US$6.55 billion, a year-on-year decrease of 7.8% (up 4.8% over the same period of last year).
Third, the effectiveness of the situation
In the first quarter, the industry’s main business income increased by 7.8% year-on-year, and the growth rate decreased by 7.0 percentage points year-on-year. The main business cost increased by 9.0% year-on-year, 1.2% higher than the main business income over the same period; Total costs and expenses in operating income were 97.41 yuan, an increase of 1.08 yuan over the same period last year. Total profit realized decreased by 11.0% year-on-year. The profit margin of main business income was 3.32%, down by 0.7 percentage points from the same period of last year; the loss of enterprises was 33.6%, up 6.3 times year-on-year. With a percentage point, the total loss of loss-making enterprises increased by 62.6% year-on-year.
At the end of March, the industry-wide accounts receivable increased by 14.0% year-on-year, which was 6.2% higher than the revenue growth of main operations during the same period. Finished goods inventory increased by 13.6% year-on-year, accelerating by 4.4 percentage points year-on-year, higher than the revenue from main operations of the same period. Growth rate of 5.8 percentage points.
Fourth, the producer price
In the first quarter, the producer prices of electronic information manufacturing manufacturers fell by 2.3% year-on-year. In March, the producer price (PPI) of the electronic information manufacturing industry decreased by 2.6% year-on-year, a decrease of 0.4% from the previous month and continued the downward trend since the third quarter of last year.
V. Investment
In the first quarter, fixed assets investment in the electronic information manufacturing industry increased by 15.4% year-on-year, 11.4 percentage points down from the growth rate of the previous year, and 11.6% higher than the growth rate of the manufacturing investment. Among them, the communication equipment manufacturing industry enjoyed a high degree of prosperity and investment growth was outstanding. An increase of 38.2% year-on-year. Ministry of Industry and Information Technology
6. To build a world-class platform The Chinese Academy of Sciences will build Qingdao EDA Center;
Report by the reporter Liu Cheng: Recently, the signing ceremony of Qingdao EDA Center for the transformation of old and new kinetic energy in Laoshan District of Qingdao was held in Qingdao. The People’s Government of Laoshan District of Qingdao City, Institute of Microelectronics of the Chinese Academy of Sciences, Shuguang Information Industry Co., Ltd. The joint cooperation of the Qingdao EDA Center of the Chinese Academy of Sciences officially settled in Laoshan District.
The EDA Center is one of the indispensable important platforms for the development of the microelectronics industry. It mainly provides IC design companies with neutral open design, software, intellectual property, technical training and other public services. It promotes the environment for companies to solve common problems. The rapid development of integrated circuit industry chain. Laoshan District is an important part of Qingdao City in accelerating the transformation of old and new kinetic energy. It is the main supporting area for the city to build 'Qingdao Core Valley'.
Jiang Duntao, secretary of the Laoshan District Committee, told the reporter that the microelectronics industry is the 'pearl' in the crown of high-end manufacturing, is the core of the high-tech industry, and is a strategic industry that Laoshan District has pioneered and focused on. Since last year, it has created a 'S Qingdao core. Gu' leads the development of Qingdao Microelectronics Innovation Center, Qingdao Microelectronics Industrial Park and integrated circuit public service platform, and has specifically issued 12 gold policies to support the development of microelectronics industry, forming a new support for the development of microelectronics industry clustering. , New platform.
The Qingdao EDA Center of the Chinese Academy of Sciences will be built as a world-class platform for common technical service support, resource gathering, entrepreneur cultivation, and professional talent cultivation, which will drive the rapid development of microelectronics and related industries in the Qingdao region.