1. A number of listed companies want to grab the filter billions of dollars 'cake;
On the evening of May 3rd, Maijie Technology (7.97 +2.31%, diagnosis stocks) (300319, SZ) announced that it was planned to join Hefei CEC Guoyuan Industry Investment Fund Partnership (Limited Partnership) (hereinafter referred to as Hefei Electronics Co., Ltd.) ) Capital increase of 3,264,290 yuan and 1,305,100 yuan respectively to Chongqing Shengpu Electronics Co., Ltd. (hereinafter referred to as Shengpu Electronics). After the completion of the capital increase, they will hold 35% and 14% of the shares of the latter respectively. Maijie Technology stated that this time Equity cooperation is committed to promoting the localization of the chip of the core device filter in the mobile communications industry.
With the imminent arrival of the 5G communications era, RF filters are expected to usher in a market worth 10 billion U.S. dollars. In the filter market currently dominated by Japanese and U.S. companies, McNair Technology and Xinwei Communications (31.04) -3.00% (diagnosis shares) (300136, SZ) as the representative of the domestic listed companies are gradually overweight, actively enter the market to grab food 'cake'.
To promote the localization of filter chips
According to the announcement, Shengpu Electronics was established in December 1993. In 2017 and the first quarter of 2018, Shengpu Electronics’ operating revenue was RMB 85,621,800 and RMB 23,574,600 respectively, and net profit was RMB 475,200 and RMB 16,070,000 respectively.
As of March 31, 2018, Shengpu Electronics’ owner’s equity was RMB 40,876,700, its assessed value was RMB 47,565,300, and its premium rate was only 16.08%.
In accordance with the agreement on capital increase and share expansion, the company will invest 32.6429 million yuan, of which 25.8167 million yuan will be included in the registered capital of Shengpu Electronics. Hefei Electric will invest 13.0571 million yuan in the country's capital, with 10.036.70 million yuan in the same amount. Registered capital.
After the completion of the capital increase, Maijie Technology and Hefei Electronic Science and Technology Guoyuan will hold 35% and 14% of the shares of Shengpu Electronics, respectively. The former shareholder of Chongqing Sound Optoelectronics and the 26th Research Institute of China Electronics Technology Corporation (hereinafter referred to as 26 The shareholding ratio of the company was reduced to 48.45% and 2.55%, respectively.
McJay said that this equity cooperation is committed to promoting the localization of the chip of the core device filter for the mobile communication industry, to meet the needs of the domestic high-end smart phone industry, and to meet the opportunities for the continuous growth of the filter market space brought by the era of 5G and the Internet of Everything. .
According to a reporter of the “Daily Economic News”, the CEO of McGee Technology stated that 26 filter chips are professional in R&D. The company hopes to use the platform of Max Electronics to produce mobile phone filters. Wafer manufacturing capacity is relatively large, and technological development capabilities are also relatively strong. However, because the military was originally used, the downstream packaging capacity is relatively small. After doing the civilian products, Maijie Technology just complements its resources.
At the beginning of 2016, Maijie Technology started the construction of RF acoustical filter (SAW) packaging process development and production projects by increasing the raised capital of 450 million yuan. However, due to the extended delivery of equipment from foreign manufacturers, the project plan The production time has been postponed until the end of this year.
The 5G era brings a billion-dollar filter market
The filter market space is highly anticipated by the industry. Soochow Securities (8.08 -0.49%, diagnostic stocks) said in a research report in June last year that in the era of 5G communications, higher requirements for RF signals will bring about filtering. The demand for devices has increased significantly; just taking mobile phones as an example, it is expected that by 2020, the market size of global smart phone filters (SAW/BAW filters) will reach 11.2 billion U.S. dollars.
However, the filter market is currently dominated by several companies in Japan and the United States. The aforementioned Soochow Securities research report shows that in the mainstream SAW filter and BAW filter market, the former Japan's TDK and Murata jointly occupy about 70% of the global market share, while the latter is basically monopolized by the United States Avago and Qorvo global market share.
Nevertheless, domestic companies represented by McGee Technology are also actively seeking to enter this market. The annual report of McJay Technology 2017 shows that the main business income of products such as inductors and filters increased by 24.6% year-on-year in 2017; 2018 , Maijie Technology will fully promote the sales of integrated inductor and SAW filter.
Another domestic listed company, Xinwei Communications, also chose to cooperate with the China National Electronic Technology Corporation's fifty-fifth research institute in June last year, including the two parties jointly investing in the GaN chip 6-inch line platform and other contents.
In addition, companies such as Dongshan Precision (25.99 trading suspension, medical stocks) (002384, SZ), Chunxing Seiko (8.60 +0.35%, diagnosis stocks) (002547, SZ) and others also have layouts for filters.
'At present, there are still scarce talents in domestic manufacturers, as well as the need for large amounts of production funds and investment in research and development costs.' The aforementioned executive director of the Office added. Daily Economic News
2. Foxconn set up a semiconductor group to consider the construction of a 12-inch wafer fab;
According to a report from DigiTimes Beijing on May 5, industry sources stated that Foxconn Electronics has established a semiconductor group and is considering the construction of two 12-inch wafer fabs.
The Foxconn Semiconductor Group is currently headed by Young Liu, who is also a director of Sharp Corporation.
According to sources, Foxconn's chip manufacturing related subsidiaries, such as Jingding Precision Technology, and the core technology and technology have already operated under the Semiconductor Group. Jingding Precision Technology produces semiconductor equipment. The core technology is a semiconductor module dedicated to Packaging and testing of high-tech companies. Tianhao technology company is committed to the design and development of LCD driver ICs.
Allegedly, Foxconn is seeking to enter the wafer manufacturing sector and has allowed its semiconductor group to evaluate the possibility of building two 12-inch fabs.
Informed sources pointed out that although Foxconn failed to compete in the acquisition of Toshiba's memory chip business, the company did not give up its ambition in the semiconductor field.
For the report, Foxconn said it would not comment on the media rumors. (Compile / sail) Phoenix Network Technology
3. China Star Microelectronics Industry Group settled in Qingdao North District
The Peninsula May 4th reportedly promoted the conversion of new and old kinetic energy and made a full effort in the north of the city. On the morning of May 4, the city’s North District held a signing ceremony for new and old kinetic energy conversion investment promotion and key projects. City North District Government and Zhongwei Medical Health Service Industrial funds, China Star Microelectronics Group industrial clusters, China Cyberspace Security (Qingdao) Industrial Park, covering financial insurance, scientific and technological innovation, and 67 key projects in the field of headquarters economy have been signed with a total investment of 72 billion yuan.
It is understood that among the 67 projects for which the investment is mainly contracted, the industrial ecology layout has been carried out around the 'three cities to create six characteristic industry developments.' Among them, the municipal North District Government and the China Star Microelectronics Group have worked together to develop a new generation of artificial intelligence chips and The IoT industrial cluster project, led by academician Deng Zhonghan, set up the Urban Governance and Intelligence Research Institute in Shibei City to develop a new generation of artificial intelligence neural network processor chip R&D and security monitoring IoT system R&D and application industrialization projects to build urban governance and Intelligent industrial park, to promote the large-scale intelligent industry in Qingdao.
At the signing ceremony, the project of the industrial cluster of China Star Microelectronics Group attracted much attention. According to reports, the China Star Microelectronics Group under the leadership and support of the Ministry of Industry and Information Technology undertook to implement the 'Starlight China Core Project' and the leadership of the Ministry of Science and Technology. Supporting the “Construction and Management of the State Key Laboratory of Digital Multimedia Chip Technology.” China Star Microelectronics Group is the first Chinese chip design company to be listed on the Nasdaq Stock Market in the United States. Zhou Daliang, Co-President of China Star Technology Co., Ltd., introduced in recent years. Come to China Star Microelectronics Group has made significant progress in core technologies such as artificial intelligence, video big data, etc., and mass-produced the first embedded neural network processor (NPU) with independent intellectual property rights in China – 'Starlight Smart One'. , Jointly with the First Research Institute of the Ministry of Public Security, took the lead in researching and formulating special technical requirements for security monitoring, having China's independent intellectual property rights, and reaching the international leading level of SVAC national standards. Zhou Daliang introduced that the company’s R&D team has entered the city’s north. As a technology-based R&D company, China Star Microelectronics is dedicated to digital multimedia The industry chip research and development, relying on technology, the entire chip industry cluster settled in the city north.
At the project signing ceremony, Shibei District also cooperated with Shanghai Tianyi Investment Group Co., Ltd. to establish Zhongwei Medical Health Service Industry Fund, focusing on the major projects of the transformation of old and new kinetic energy in Qingdao, focusing on investment in medical health and modern financial services and other fields. The scale of 8 billion yuan.
At the same time, Shibei District and Shandong Leadochon New Material Co., Ltd. cooperated with the project to eliminate the passive passive ultra-low energy green building system project, and cooperated with Qingdao Wangan Industrial Park Management Co., Ltd. to build the China Cyberspace Security (Qingdao) Industrial Park project. The blockchain fund platform project, the Central University of Finance and Economics-Qingdao Institute of Insurance Innovation, and the human resource intelligence platform have successively signed and landed, providing strong support for the development of the six industries in the northern part of the city.
The city’s North District also focused on attracting and signing a number of high-tech and modern service projects including UAV General Aviation, Ocean International Gold Trade, and the new retail headquarters of the Earth Port, which will further enhance the industrial vibrancy of North Taipei and strengthen economic strength. .