Micronet Reported on May 17th (Reporter Zhang Yiqun) Today, the public benefit integrated circuit science and technology museum invested by Hefei Geyi IC Co., Ltd., a wholly-owned subsidiary of Beijing Zhaoyi Innovation Technology Co., Ltd. The Science and Technology Museum held an opening ceremony in Hefei and was open to the public free of charge.
'Zhaoyi IC Technology Museum' is located in Nanyan Lake Science and Technology City, Hefei City, Anhui Province. It is a scientific demonstration unit in Hefei City. The concept of construction is planned from the perspective of 'philosophy + natural sciences', with the theme of 'micro-energy gathering wisdom'. , highlights the power of 'integration' and 'wisdom' in the information age.
The science and technology museum divides the four exhibition areas of “Origin,” “Exploration,” “Enlightenment,” and “Popular Activities,” through the adoption of a large number of advanced acoustic and optoelectronic technologies, from the history of the history of human information, to the development history and current status of the IC industry. The inspiration and prospect of information technology for the future will lead the audience to understand the past, present and future of the IC industry in an easy-to-understand way, popularize scientific engineering knowledge, serve the integrated circuit industry, and open the dream of future intelligent life for young people. In addition, the exhibition hall also features a display point for donation of Chinese integrated circuit precious collections and a display point for winners in the National Graduate Electronic Design Competition to allow visitors to experience the thick history of the IC industry and the latest scientific research.
According to the micro-web reporter, the museum has an 'International Popular Science Volunteer Workstation' and has cooperated with Stanford University in the United States to display the 3D printing model and multimedia display of the physical structure and performance architecture of the memory products.
On the day of the opening ceremony, the guests present at the ceremony included leaders from state, Anhui, Hefei government departments, industry associations, universities, experts, and industry professionals; guests who were invited to attend the ceremony included Dr. Hu Zhengming, Wang. Dr. Ning Guo, Dr. Hu Shuguang, and other internationally renowned scholars and professionals attended the site with more than 100 people and expressed their congratulations and support for the completion of the Science and Technology Museum.
Prof. Hu Zhengming, the winner of the Silicon Valley Hall of Fame, became the first volunteer of the International Popular Science Volunteer Workstation. Hu Zhengming said in an interview with a micro-web reporter at the opening ceremony site that the knowledge of integrated circuits was popularized, the industry development process was reviewed, and the industrial chain was introduced. Links, as well as the achievements made in the promotion of China's integrated circuit industry, the integrated science and technology popular science pavilions that can assemble these contents are also rare in the world.
'In the aspect of improving the recognition of the integrated circuit industry and the training of talents in China's integrated circuit industry, this pavilion has a broader social significance.' Hu Zhengming said.
At present, integrated circuit products have become the focus of world trade, and the development of the integrated circuit industry has become a national strategy for the “Great Power”. At this year’s two sessions, the integrated circuit industry was once again included in the “Government Work Report.” The first place in the development of the real economy shows the importance of the development of the integrated circuit industry and the country’s high priority.
Talents are the cornerstone of IC industry development. The establishment and opening of integrated circuit special-purpose pavilions will help stimulate and nurture young people's interest in integrated circuits and scientific and technological knowledge. At the same time, it will start with the IC industry’s contribution to the value of human society development. Enlighten the audience on the development of information technology, the future of new life.
Zhu Yiming, chairman of Beijing Zhaoyi Innovation Technology Co., Ltd., said that Zhaoyi Innovation is committed to integrated circuit science public welfare undertakings, taking root in 'a rising capital of IC—Hefei', joining hands with international masters, associating with industry elites, and starting from 'philosophy + science' From the perspective of young people, to science and technology ICs for all walks of life, paving the way for cultivating the cross-border integrated talents needed by the IC industry, and contributing to the development of the IC industry in China. (Proofreading/Fan Rong)
2. Ordin Ten billion failed to restructure after even 'eating' eight limit stops, Hefei Ruicheng or welcome new owners
After assembling a micro-network message, Audrey suspended trading for more than one year and eventually terminated the plan to restructure and acquire 100% equity of Hefei Ruicheng.
After the termination of the acquisition of Hefei Ruicheng's plan, the Ored's stock resumption of trading was tragically hit by eight consecutive low limit! From April 26, 2017 to close at 17.40 yuan per share, to 8 consecutive stoppages after resumption on May 4, 2018. As of today's close, the price per share was 6.8 yuan, a sharp drop of 7.48%. Since the resumption of trading, the cumulative decline has reached 60.92%.
The capital is too tight to shake up the billion-dollar M&A case
Ao Ruide was formerly known as Southwest Pharmaceuticals. In 2015, it passed major asset replacements, issued shares to purchase assets, share transfer, and supporting financing methods. It changed from a pharmaceutical company to a sapphire company, and its controlling shareholder was changed from Taiji Group to Zuo Hongbo and Qi Shuxia. Couple.
Only two years after the backdoor was completed, in 2017, Ao Ruide started to promote the plan to purchase 100% equity of Hefei Ruicheng for 12.4 billion yuan.
According to the plan, Orede intends to purchase 100% equity of Hefei Ruicheng from Hangzhou Ruiyue, Hefei Xinyi, Beijing Jiaguang, Beijing Ruihong, and Beijing Jiakun in the form of share-issuing shares, and the transaction price is 7.185 billion yuan. The latter holds Hong Kong Rui. Controlling 77.41% of the equity, Hong Kong Ruihuan holds a 100% interest in the actual operating entity Ampleon Group, which is the subject of this reorganization. In this way, Orede will be involved in the RF power chip segment of the world's leading semiconductor company NXP. In addition, the company will also China Wealth paid a cash of RMB 1.45 billion to buy a 16% stake in Hong Kong Ruihua. At the same time, it raised a supporting fund of RMB 3.75 billion to support the restructuring.
According to the statistics, the subject of the underlying assets of Hefei Ruicheng is the Ampleon Group, which is headquartered in the Netherlands. In 2015, Jianguang Assets spent US$1.8 billion (equivalent to RMB 11.682 billion) to buy RF services from NXP. The world's leading technology in RF power equipment industry.
Although there is no objection to the proposed reorganization, for Audrey, the biggest problem in achieving M&A is capital. After launching a plan to acquire 100% equity of Hefei Ruicheng last year, Orede’s book cash is less than 100 million yuan. Yuan, the capital chain is very tense.
In November last year, the merger and restructuring plan was suspended due to insufficient funds. After four days, Oreden restarted the acquisition plan again. At that time, Orede announced that before the transaction, the controlling shareholder planned to The original shareholders of the company purchased part of the equity of the underlying company (abbreviated as 'the previous transaction'). However, the equity transfer price of the previous transaction has not yet been fully paid at the time, and the involved equity delivery process has yet to be processed.
The final failure of the merger was also due to funding issues. Oreder recently issued an announcement saying that the main reason for the termination was that the former shareholding transfer of Hangzhou Ruiyue, which is controlled by the controlling shareholder Zuo Hongbo, failed to pay as agreed. Previously, To raise funds, Zuo Hongbo will acquire 32.9% stake in Hefei Ruicheng at a price of 2.189 billion yuan by Hangzhou Ruiyue, which it controls.
From the start to the end, funds have been the biggest problem for Oreder to instigate the merger and acquisition plan.
Strong vitality, Hefei Ruicheng or welcome new owners
After more than one year's M&A restructuring failed, Oded's stocks began to re-commence on May 4th, and then the stock price continued to fall for 8 consecutive days, from 17.40 yuan per share to today's close, at a price of 6.8 yuan per share. , The cumulative decline of 60.92%.
At the same time, shares of Orad’s tradable shares began to sell a lot of stocks; the Zhongyang Court of Jieyang City, Guangdong Province, left the company’s controlling shareholder Zuo Hongbo, and the company’s shares held by Ruan Shuxia’s company were frozen.
As of the end of the first quarter of this year, 9 of Order's top ten shareholders of tradable shares were institutional investors, including 5 trust plans of China Resources SZI, Minsheng Trust, Yunnan Trust, and Shantou State Investment. Huatai Securities, etc.
Among them, Huatai Securities holds the largest shareholding of 30.06 million shares, Runshen Investment Trust holds 17.0542 million shares, Minsheng Trust holds 637.68 million shares, Yunnan Trust holds 626.74 million shares, and Shaanxi Guotou Investment holds 6.1542 million shares.
In addition, Zuo Hongbo also holds 140 million outstanding shares. However, Zuo Hongbo and Qi Shuxia's shareholding ratio of close to 100% of the couple has touched the liquidation line, and has been repeatedly frozen by the judiciary and the waiting list. Currently, Zuo Hongbo and Qi Shuxia The number of shares of the couple that were executed on the judicial waiting list was more than the number of shares actually held by the listed company.
According to industry sources, the exposure of the majority equity pledge risk is mainly due to the continuous decline in stock prices over expectations. And for Ao Ruide, the stock price fell continuously, which is also closely related to its operating conditions.
According to the company's 2017 annual report, Orede achieved operating income of 1.19 billion yuan, a year-on-year decrease of 19.52%; net profit after deducting non-recurring gains and losses was 32.537 million yuan, a year-on-year decrease of 92.42%.
According to the disclosure, the company's newly-increased sales of equipment such as grinding and polishing machines and 3D glass bending machines have rapidly expanded in 2016. However, sales revenue for 3D glass bending machines in 2017 was only 8.12 million yuan, which was a year-on-year revenue of 670 million yuan. The year-on-year decline was 98.79%. The sales revenue of carved machines was RMB 77.63 million, which was a decrease of 54.99% year-on-year from RMB 170 million in the same period of 2016.
In addition, ORR still has the gap in its performance commitments when it reverses Southwest Pharmaceuticals. It can be seen that after the failure of the acquisition of the merger and restructuring plan, Ordin’s continuous decline in stock prices for several consecutive days was caused by multiple factors, and Ordre’s own problems It will also be multifaceted.
However, the reorganization of the acquisition target Ampleon or will usher in a new purchaser, after all, Ampleon is also a high-quality target for overseas acquisition of Chinese assets. 2016 Ampleon Group RF power semiconductor market share of 19.6%, ranking second in the world, its Products used in mobile communications base stations, including 4G networks and 5G systems, and widely used in aerospace, military, medical, lighting, energy transmission and other fields, with Huawei, Nokia, Ericsson, LG, Siemens and other famous customers.
3. True eight-core A55! Zeng Rui launches the first artificial intelligence LTE SoC SC9863
On May 17, 2018, Ziguang Zunru of Ziguang Group announced the launch of its first 8-core LTE SoC chip platform that supports artificial intelligence applications, the Ziguang Zhanrui SC9863, which uses a high-performance 8-core 1.6. The GHz Arm Cortex-A55 processor architecture is a highly integrated LTE chip solution. Ziguang Group's global executive vice president, Ziguang Zenglei CEO Zeng Xuezhong said: 'The launch of the Violet Zhanrui SC9863 chip platform will help Mainstream models have stable and rich AI capabilities, so that ordinary users around the world can also enjoy the innovative technology and smart interactive experience brought by AI.
AI ability
SC9863 is the first SoC chip platform that uses Arm's latest Cortex-A55 processor architecture. The application development is based on the Cortex-A55 artificial intelligence.
The Cortex-A75 and Cortex-A55 are built using Arm DynamlQ technology, while DynamlQ incorporates AI neural network technology. Compared to the previous Cortex-A53, the Cortex-A55 NEON has pipeline improvements and new machine learning instructions to make it in the matrix Multiply machine learning performance has been greatly improved. For example, according to AI 8bit dot-product computing capability, the Cortex-A53 is increased by 6 times.
At the same time, thanks to the single cluster combination of Arm DynamlQ, Cortex-A75 and Cortex-A55 can achieve a combination of 1+3, 1+7 or 4 large cores, and 8 small cores, with multiple CPU cores in a single cluster. The way to work together can exert more powerful performance and avoid the situation of '1 nuclear hardship, 7-core onlookers'. The Ziguang Zhanru SC9863 uses an 8-core Cortex-A55 combination, while the Qualcomm Snapdragon 845 is a 4-core Cortex. - Combination of A75 and 4-core Cortex-A55.
It is worth noting that Ziguang Zunru’s chip platforms released in 2017 are based on Intel's processor architecture. In 2017, the chip's process planning plans showed a positive cooperation with Intel. The SC9863 chip platform adopts the Cortex-A55 processor architecture. It seems to indicate that Ziguang Zengrui officially returned to the Arm architecture. At the same time, according to the plan, Ziguang Zengrui will enter the 12-nanometer process this year, and introduce AI functions for the chip platform. The release of SC9863 confirms its chip's plan for adding AI functions, but The craft did not disclose.
The AI capability of the SC9863 chip platform is reflected in the support of face recognition technology based on deep neural networks, enabling fast and accurate face authentication. Through intelligent AI algorithms, real-time intelligent scene detection and recognition, different scenes of intelligent photo enhancement, support for mobile phone side libraries Intelligent identification and classification of photos.
According to the official introduction, in addition to providing AI capabilities, the profound significance of the SC9863 platform lies in the fact that it is the first 8-core Cortex-A55 processor LTE chip solution for mass production and launch of the company. It is designed for the global mainstream market and can comprehensively enhance mobile terminals. Intelligent experience.
Camera capability
The camera capability is a key element of mobile terminal intelligence. The Violet Scion SC9863 supports stable and smooth AR camera/camera through the SLAM algorithm. Complementing the SC9863 AI convolutional neural network, the SLAM algorithm can automatically recognize surrounding objects. With IR-based structured light 3D imaging and modeling capabilities, industry insiders believe that 3D imaging will drive the next round of optical innovation, will be widely used in human-computer interaction, face recognition, three-dimensional modeling, driving assistance and other fields Double ISP, support up to 16 million pixels dual camera, can achieve high-resolution real-time depth of field shooting, background replacement, dark light enhancement and real-time beauty and other functions.
Communication capabilities
Vibrex StanTech SC9863 supports five-mode full-band LTE Category 7 (CAT7), bidirectional support carrier aggregation and TDD+FDD hybrid networking, and dual-card dual-VoLTE and VoWiFi functionality. (Proofreading/Fan Rong)
4. Ziguang Guowei responds to the establishment of a joint venture between Datang and Qualcomm: no competition is formed
According to the micro-message news, May 17, Ziguang Guowei responded on the interactive platform, saying that the main product of Weisheng Technology is the low-end mobile phone chip, which belongs to different fields with the company's products and does not form a competitive relationship.
A few days ago, Datang Telecom and Qualcomm and other companies formed a Sino-foreign joint venture company – Haosheng Technology was approved by the Ministry of Commerce. According to statistics, Eversun Technologies was founded in May of last year by Jianguang Asset, Lianxin Technology, Qualcomm and Beijing Zhilu Assets. Japan co-financed and established it, targeting the Chinese market and focusing on smart phone chip business. The registered capital of the joint venture company was 2.98 billion yuan, of which Qualcomm invested 720 million yuan in cash, which accounted for 24.133% of the shares. At that time it triggered the entire semiconductor industry in China. The enthusiastic discussion, the industry's focus of dispute is that this positioning of low-end market Sino-foreign joint venture mobile phone processor chip companies, will hinder the development of domestic counterparts.
As we all know, the main players in the global mobile phone processor chips include Qualcomm, Apple (for personal use), MediaTek, Samsung, Hass (for personal use), Ziguang Zengru, etc. In addition to these products, Hass products are not for sale. The mobile phone processor is mainly monopolized by Qualcomm, and the mainland's Vibrant Group is growing brighter. Lianxin and Taiwan’s MediaTek mainly provide mid- to low-end products.
However, Ziguang Micro's focus is on the storage chip business rather than the mobile processor chip. Currently, Ziguang Guowei's DRAM memory chips have formed a complete series, with product interfaces covering SDR, DDR, DDR2 and DDR3 DRAM, and The development of related module products, in addition to the company's newly completed NAND Flash products have also begun marketing. The company's newly developed products such as DDR4 and LPDDR4 are being verified and optimized, and will be gradually introduced to the market this year.
5.*ST Datang: The ZTE event has an impact on the future development of the company
According to the micro-network news, May 17, *ST Datang stated on the investor interaction platform that the ZTE event has a great impact on the entire industry, and it will also have an impact on the future development of the company. The company will adjust the business development in accordance with market changes. Strategy.
6. The domestic optical chip R&D capability needs to be supplemented. Vertical Integration Integration or Trend
Along with Huawei, Fiber Optic Communications and other optical communications equipment manufacturers have participated in the global market, optical communications upstream optical device production capacity has gradually tilted to the domestic, promoting domestic manufacturers in the global optical devices, optical chip market share.
At present, a new round of scientific and technological revolutions and industrial changes, with the integration of information technology and manufacturing as the main features, are gestating and escalating. More than 90% of the information in China is transmitted through optical fibers, and optical communications and related optoelectronics industries are becoming the driving force for information. The new economic growth point of the industry, and the photonic chip is the core point of technology.
May 17th, jointly supported by Chinese Academy of Sciences, Xi'an Municipal People's Government, Xi'an West Xianxin District and Zhongkechuangxing, Zero2IPO Research Center, China Academy of Science Innovation Strategy Institute and MIT Science and Technology Review. The White Paper on the Development of China's Hard Science and Technology Industry Investment (hereinafter referred to as the "White Paper") was released, which also analyzed the relatively hot chip industry.
According to the white paper, domestic optical communications companies have insufficient upstream and downstream core optical devices and optical chip R&D capabilities. In the future, M&A and recombination will be frequent in the upstream areas of optical communications covering modules, devices, and chips. Vertical integration and integration of equipment vendors from bottom to top will also be implemented. Become a trend.
Some companies have broken the competitive landscape
Technology is becoming an innovation force in the modern era. Words such as 'hard technology' are also emerging. It is worth mentioning that the word 'hard technology' originated in Xi'an. Dr. Optics of Xi'an Institute of Optics, Chinese Academy of Sciences, initiated the creation of Zhongke Chuangxing. Partner Mi Lei proposed. Mi Lei stated at the promotion conference of Xi'an Hard Science and Technology City on May 17th that as China experiences from the original demographic dividend to the technological innovation bonus era, in the next 30 years, technological entrepreneurship will be the development of China’s economy. The main theme, scientific research institutes will become an important force for China's innovation and entrepreneurship.
The White Paper released at the conference shows that compared to traditional electronic chips, photonic chips have outstanding advantages of ultra-high speed and ultra-low power consumption. According to market research organization YOLE, the global light chip and its packaged device market will reach 1.2 in 2018. Billion U.S. dollars, will exceed 700 million U.S. dollars by 2024, with a compound annual growth rate of 38%.
However, "Daily Economic News" reporter combed the "White Paper" and found that since optical communications chips are mainly dependent on imports, China's optical device companies have high profit margins in spite of rising market demand, and chips have become one of the downstream companies' competitiveness. Constraints.
According to the White Paper, China’s optical device market in 2016 was approximately US$4.23 billion, accounting for 42% of the global market regulations. According to the optical chip market, which generally accounts for 3%~5% of optical devices, the domestic optical chip market size should be 1.3. Between 100 million and 210 million U.S. dollars, but considering that the domestic high-end chips of optical component manufacturers are all based on the actual import situation, the actual market size is much smaller.
The overall strength of China's optical devices and chip companies is relatively weak, and optical device manufacturers are mostly concentrated in mature technologies. The low-to-medium-end products with low threshold are mainly based on assembly and OEM. The added value of products is not high, and homogeneity is serious. The way to increase production capacity and reduce labor costs gains advantages in market competition.
However, in recent years, with the support of relevant policies and funds, some companies have begun to break the low-end competitive landscape in the optoelectronics industry, and have gradually made breakthroughs in high-end areas such as active devices with 10G or higher speeds and 100G optical modules. At the same level, Huawei Hass, ZTE, Hisense, Fiberhome, Xiamen Youxun and other companies with independent research and development capabilities have emerged. Among them, Huawei Hass has taken the lead in the field of optical communications chip design and has mastered 100G optical module technology. .
Industry chain mergers and acquisitions will be frequent
Along with Huawei, Fiber Optic Communications and other optical communications equipment manufacturers have participated in the global market, optical communications upstream optical device production capacity has gradually tilted to the domestic, promoting domestic manufacturers in the global optical devices, optical chip market share.
Regarding the direction of high-end development of domestic chips in the future, Wang Yanhui, secretary general of the China Semiconductor Investment Union, told the reporter of the “Daily Economic News” that in the future, the domestic optical chip manufacturers can acquire core technologies through overseas acquisitions; secondly, relying on domestic conditions. Accelerate the integration and expand the status of the industrial chain.
This is also reflected in the “White Paper.” The White Paper shows that domestic optical communication companies generally have insufficient capabilities in upstream core optical devices and optical chip R&D, covering optical communications upstream of modules, devices, chips, etc. Frequent.
Specifically, one is the acquisition of upstream optoelectronic chips and wafer fabs by optical module manufacturers, which will reduce costs through vertical integration and provide one-stop service for users. Second, companies will integrate their counterparts through outreach and acquisition to shorten their own products. The product launch cycle; Third, the use of mergers and acquisitions to form a scale advantage, to seize market share, to avoid price wars caused by excessive competition; Fourth, to enrich product lines, provide differentiated products, and continue to introduce new products through continuous research and development to face homogenous Competition, gaining the right to speak in pricing.
In addition, vertical integration of equipment vendors from the bottom up will also become a trend. In addition to the optical module manufacturers in the upstream optical chip area for mergers and acquisitions, the equipment integration companies in the middle reaches of the optical communication industry chain also began to manufacture optical modules, and through mergers and acquisitions Actively strengthen the research and development of high-end optical chips.
For example, as a follower of the 100G market, Cisco started to manufacture 100G optical modules for its own system by acquiring upstream suppliers. This strategy enables Cisco to have 100G optical device core technologies, which can reduce costs while increasing competitive advantages. profit.
Talking about the future development of China's optical communication chip industry, the White Paper shows that it may mainly come from the upstream upstream optical device companies. In the case where the upstream chip and downstream system equipment are relatively concentrated, the optical device manufacturers have Stronger momentum to expand upstream, some of the stronger optical component manufacturers will make a breakthrough in the upstream. Daily Economic News