ZTE's event is like a catalyst, prompting the appliance companies to start dabbling in the chip field. From the Zhuhai Gree Electric Appliance Co., Ltd. chairman Mingzhu said to invest 50 billion yuan research chip, to Konka Group announced that will set up the semiconductor Technology division, which is following Tcl, Changhong, Skyworth and other brands, and two home appliances manufacturers focused on the ' core ' road.
In the industry, home appliances Enterprises in the current layout of the chip can not help but some ' follow the trend ', from the long-term development, ' core ' and the main business whether the balance of the need to be discussed.
Are pouring into the track Recently, the domestic old household appliance Enterprise Konka Group announced the establishment of Semiconductor Technology division, officially into the semiconductor industry.
In the early years, TCL, a black-power enterprise, has entered the chip field, and is continuing to increase its expansion in this area. Konka said that the direction of their own chip in the field is not ' head a hot '. Looking back to CES this year (The International Consumer Electronics Exhibition), Konka has launched a 8K chip and won the Innovation Award at CES.
And in Konka group Vice President Li Hongyue, Konka itself also exists a large number of semiconductor demand, and the market has great potential.
In this respect, Konka also formulated a plan, to use 5-10 years time, among the ranks of international excellent semiconductor companies, is committed to become China's top 10 semiconductor companies, the annual revenue over tens of billions of dollars. In addition, Gree electrical appliances began to reflect on their own self-control ability.
Gree Electrical Appliances Dong Jing East in the conference call, said, ZTE event to bring the stimulation is very large, gree already have the ability to do the compressor such an important part, the next step is to increase efforts to develop their own air-conditioning chip.
Obviously, ZTE is like a catalyst, and let Mingzhu determined to ' even spend 50 billion yuan, but also to the success of the chip research ' behind, is in the transition of home appliances enterprises in the search for a new direction. As early as the end of April, Gree reported 2017 earnings show revenue, net profits have hit a record high, but it also announced no dividends.
As for the reasons, the report said that Gree will be in the ' technology-related diversity ' based on the gradual expansion of the ' industry-related diversity ', in smart equipment, smart home, new energy field emerging.
At present, the layout of the chip field has become an important planning for gree in the future. Policy support also becomes the opportunity of enterprise layout. Faced with the huge demand of the chip market, a large fund was set up a few years ago to foster the integrated circuit industry. Data show that as at the end of 2017, the fund accumulated project commitment of 118.8 billion yuan, the actual investment of 81.8 billion yuan.
This year, investment fund two set up work is also advancing, the proposed raise funds for 150 billion-200 billion yuan. However, for home appliances Enterprise's ' core ' movement, the household appliance industry observes Hong Shibin to the reporter frankly, the chip in the home appliance profession occupies the position far inferior the communication equipment profession.
At present, after the ZTE incident, there are some electrical appliances business layout chip will inevitably have a hot ' follow the trend ', the future development is still lack of specific planning.
' Core-making ' pressure is not small ' Semiconductor business is not an overnight, not a short-term achievement, it is a protracted war. ' Konka Group President Zhou Bin said.
Make ' core ' goal easy, and put into practice the pressure of appliance enterprise is very big. The first is a huge amount of capital pressure. With the early layout of the chip and the small results of Huawei, the data show that its turnover of 603.6 billion yuan last year, net profit of 47.5 billion yuan, research and development costs reached 89.7 billion yuan.
Nearly net profit of twice times the research and development costs are astronomical, and review of Huawei's research and development costs in recent years, also exceeded net profit. In contrast, gree electrical appliances in the last year to achieve revenue of 148.286 billion yuan, an increase of 36.92%, the parent net profit of 22.402 billion yuan, an increase of 44.87%.
Mingzhu mouth three years of 50 billion yuan in research and development costs on average, investment accounted for the annual net profit of half, but compared to the proportion of Huawei's investment is far from the difference. In front of the Konka is more brutal reality, even if the results of a breakthrough last year, but according to earnings data show that Konka in 2017 years operating income of 31.228 billion yuan, net profit of 5.057 billion yuan.
Compared with the industry leader, the poor financial data does not have the advantage, and for the Enterprise investment stack ' core ' of high expenditure, even the situation of insolvency. Hong Shibin said that into the chip field for home appliances Enterprises, the cost of investment and the process is very long. In the overall development of home appliances industry, last year's sales performance is not ideal, and this trend continued to the first quarter of this year.
In the process of ' core-making ' layout, how to guarantee the steady development of main business is also the problem under the precondition of investing large amount of capital.
There are also insiders pointed out that, under the support of huge sums of money, need to see because the chip industry's return cycle is long, even through the early period of high expenditure, but the latter is still not controllable, core business and ' core ' movement is very easy to form contradictions. In addition, talent and technology has become the home appliance Enterprises ' core ' must be a threshold, want to break through these short plate is not overnight.