1. Xingsen Technology plans to acquire 65% equity of Ruijun Semiconductor;
According to a news release from Hexin Technology, the company is planning to purchase 65.16% equity of Shenzhen Ruijun Semiconductor Co., Ltd. in cash and issuing shares. The estimated transaction value ranges from RMB 600 million to 700 million. The company had previously Holds 12% of the underlying company's equity. The company's shares have been suspended from June 14th.
2. The IC talents with an annual salary of 20,000 to 300,000 are very popular in Hangzhou;
After the suspension of U.S. sanctions, nearly two months later, ZTE resumed trading yesterday, but Hong Kong stocks plunged by nearly 40%. A shares opened lower and lower. The U.S. sanctions against China’s IC industry highlighted the problems of the Chinese IC industry. At the same time, 'China Core' As the topic of popular debate, the development of 'China Core' depends on talents, especially the high-end talents in the IC industry. According to the “National Integrated Circuit Industry Recommendation Outline,” China’s IC industry needs 700,000 people to be involved. However, currently there are less than 300,000 IC talents in China, and the overall gap is as high as 400,000. In Hangzhou, the annual salary of talent in this field is generally between 100,000 and 300,000 yuan.
99% of the province's design companies are located in the Hangzhou Bay area
As one of the national IC industry design bases, Hangzhou IC industry talent reserve, professional background, income situation?
Recently, the 2018 Hangzhou High-Tech Talent Vitality Insight report released by the recruitment platform shows that the IC industry is widely used in areas such as big data, cloud computing, artificial intelligence, Internet of things, and new energy vehicles. Become one of the shortage-minded talents. The related person in charge of hiring revealed that the current IC industry chain is divided into four sub-industries: design, manufacturing, packaging, and testing. After decades of development, the IC industry has gradually formed a unique business. The pattern of vertical division of labor is becoming more and more obvious. At present, IC companies are mainly divided into three categories: 1. IDM, covering chip design, manufacturing, packaging, testing the entire industrial chain; 2. Foundry, responsible for chip processing and manufacturing, not participating in the design; Third, Fabless, responsible for chip design, not engaged in manufacturing.
This report shows that in the distribution of the IC design industry in Zhejiang Province, Hangzhou has the most obvious advantage in IC design. 99% of the province's design enterprises are located in the Hangzhou Bay area. The talent pool in the Hangzhou IC industry is on a steady upward trend, and is comparable to that in May 2018. 30% increase.
The average annual salary of talent in the IC industry is 100,000 to 300,000 yuan.
In the talent picture of the Hangzhou IC industry, men accounted for an absolute advantage, accounting for 86.4% of the total, and women accounted for only 13.6%; the high-end talents in the IC industry are mainly undergraduate and master graduates, with a bachelor’s ratio of 53%. The proportion of masters accounted for 38.8%, with a relatively low proportion of masters and masters; in terms of the distribution of seniority, middle- and high-end professionals with a working age of 5 to 8 years are the most widely distributed, accounting for 25.6%, and the number of people whose working years are 15 years or more At least, only 4.6%.
From the perspective of salary, the average annual salary of IC industry personnel is concentrated at 100,000-300,000 yuan, and more than 300,000 yuan of highly-paid personnel account for less. However, on the hunting and recruitment platform, there are also IC design senior engineer's annual salary of up to 800,000. yuan.
As a professional and technically demanding industry, from the perspective of talent sources, the report shows that the Hangzhou IC industry graduates from high-end talent source TOP10, Zhejiang University, Hangzhou University of Electronic Science and Technology, Xidian University in the top three; while in the professional Source TOP10, Electronic Information Engineering, Electronic Science and Technology, Communications Engineering took the top three positions.
Hangzhou IC industry high-end talent professional source TOP10
TOP1 Electronic Information Engineering
TOP2 Electronic Science and Technology
TOP3 Communication Engineering
TOP4 automation
TOP5 Circuits and Systems
TOP6 Computer Science and Technology
TOP7 Electronic Information Science and Technology
TOP8 Microelectronics
TOP9 Measurement and Control Technology and Instruments
TOP10 Electrical Engineering and Automation Hangzhou Network
3. To create 'China Core' Hangzhou Lin'an to give companies up to 100 million yuan in support;
Yesterday, the micro-nano Zhi Zhi town of Qingshan Lake Science and Technology City, Lin'an District, Hangzhou held the 2018 Semiconductor Industry Summit in Shanghai and the Qingshan Lake Science and Technology City Micro-Nano Zhizhi Investment Cooperation Exchange Conference in Shanghai.
Qingshan Lake showcased its preferential policies and services in Shanghai to attract more chip manufacturing companies. The Lin’an District Government supports world-class companies, R&D institutions and Nobel Prize winners establish regional headquarters, R&D centers and work in the Kechuang Grand Corridor. Room, to give each maximum no more than 30 million yuan of financial support. Lin Baoping, deputy head of Lin'an District, said: 'For particularly important, to take 'a matter for a discussion' approach, the special argument support methods and quotas can be given the highest 1 100 million yuan of financial support. '
Six projects on the site joined the micro-na family, the National Intelligent Sensor Innovation Center, the Institute of Microelectronics, Hangzhou Dianzi University, Silicon Silicone CMP R&D and Industrialization Project, Radium Photoelectric Laser Radar R&D and Industrialization Project , Microlab intelligent sensor technology R & D base and other projects, signed a contract to settle in the micro-Na Zhizhi town of Qingshan Lake.
Wei Na Zhi Zhi Dao is located in the core area of Qingshan Lake Science and Technology City. With the smart sensor and chip design as the industrial direction. When it was just launched in January this year, there are 18 industrial projects signed and checked in, including 6 national research and development centers.
Reporter Zhang Ran Correspondent Jiang Ping
Qianjiang Evening News
4. The National Manufacturing Innovation Center has settled in Shanghai Focusing on IC R&D;
Dongfangwang reporter Xiong Fangyu reported on June 14th: The four brands are fully launched. It is an important measure for Shanghai to better implement and serve its national strategy and take the lead in promoting high-quality development. This morning, Chen Mingbo, director of the Shanghai Municipal Commission of Economics and Information Technology, appeared in ' The first lecture of the “Four Brands Development Strategy Series Lectures in Shanghai” will introduce the “Made in Shanghai” journey along the way.
Shanghai is the birthplace of China's important national industry, the birthplace and gathering place of the national brands. 'Made in Shanghai' was once famous for its classics and quality. Chen Mingbo said that under the new era, 'Shanghai Manufacturing' needs strategic thinking to start again. And to give 'Made in Shanghai' has its own core technologies, to control the key links of the industrial chain, to occupy the high end of the value chain, to lead the new mission and new meaning of the pattern innovation, and to accelerate the construction of a global manufacturing base of excellence.
Shanghai recently approved two countries manufacturing innovation center
Chen Mingbo of the seminar mentioned that in May of this year, Shanghai National IC, the smart sensor innovation center construction program has been approved by experts. The two centers were led by Fudan University and Shanghai Micro-Tech Industrial Research Institute. This is the first time that Shanghai has been approved for construction. National manufacturing innovation center.
The National Manufacturing Innovation Center had previously had five in the country, but none in Shanghai. Until last month, Shanghai finally had a 'double yellow egg'. This is the National Integrated Circuit Innovation Center in Pudong and Jiading. The National Smart Sensor Innovation Center. 'Chen Mingbo said that the two national innovation centers in Shanghai are very high in gold, exclusive and unique. 'Integrated circuits and smart sensors are key components of high-tech content, if you do not master the core technology in In their own hands, they will be stuck in the core technology, so building a national integrated circuit, the smart sensor innovation center has a significant impact on Shanghai and even the whole country.
Integrated circuits are the 'food' of industry, and their technological level and scale of development have become an important indicator of a country’s industrial competitiveness and comprehensive national strength. How the industry achieves transformation and upgrading through innovation is critical.
According to Chen Mingbo, the development of integrated circuits in Shanghai is the earliest. The design, manufacture, materials, and processes of integrated circuits are among the most advanced in the country. Therefore, it is the duty of Shanghai to develop the “China Core”.
It is reported that the National Integrated Circuit Innovation Center was led by Fudan University, and two domestic well-known integrated circuit manufacturing companies, SMIC and Hua Hong Microelectronics, jointly developed common technologies for integrated circuits. The main focus is on 5 nanometer and below integrated circuits, focusing on new Device development, advanced simulation and simulation technology, EUV lithography process and OPC technology, advanced integration technology and other four common technologies.
The sensors are widely used in various fields such as metallurgy, petroleum, chemical industry, power, transportation, water conservancy, new energy, electronics, environmental protection, home appliances, aerospace, aviation, military weaponry and equipment, such as national economy and national defense, scientific research, etc. If the computer is likened to human The brain, communication is likened to the human nervous system, then the sensor is the 'five features' and 'skin', and assumes the function of sensing and acquiring all information data in the natural environment.
Smart Sensor Innovation Center is located in Jiading District, dedicated to advanced sensor technology innovation. The center will jointly develop the common technology research and development of sensor upstream and downstream companies and industrial chain leading enterprises to form a collaborative innovation mechanism of “production, research, and use” to create a world-class smart sensor innovation center.
In the final summary, Chen Mingbo said that the most important thing in order to open up the Shanghai manufacturing brand is to grasp the key core technologies, high-end industrial clusters, and excellent quality and quality. They called 'Four Six Creations'; they called 'four names'. In order to lead, Shanghai’s manufacturing advantage is better, its features are stronger, and its strengths are stronger. With the support of “Six Innovations”, it promotes the quality, efficiency, and power of economic development, and ultimately achieves four more, namely, Shanghai’s manufacturing technology is more advanced. More intelligent production, higher-end products, brand more loud.
5. The market prospects for integrated circuit water treatment are on schedule;
Recently, comprehensive water treatment service provider Boten Environmental announced the acquisition of a 70% stake in the high-frequency environment. This is another important layout of Boten environment in the high-tech water treatment field such as the integrated circuit industry. With the rise of China's integrated circuit industry, More and more environmental protection companies are optimistic about the high-tech water treatment market and begin to implement a strategic layout.
According to statistics, the integrated circuit industry is a national strategic industry related to the national economy and the people's livelihood. There is a significant gap between China's integrated circuits in terms of production capacity and technology and foreign countries. According to customs statistics, in recent years, China’s IC imports have continued to rise, and the import of integrated circuits in 2017 has increased. Up to US$260.14 billion, a year-on-year increase of 14.60%, once again hitting a record high, accounting for approximately 68.8% of the world. The urgent need to reduce import dependence and increase self-sufficiency rate will drive the industry to usher in a period of rapid development. Especially after the ZTE incident, domestically produced chips The R&D and manufacturing are expected to grow rapidly, even by leaps and bounds. Some institutions estimate that the demand for domestic chip market in 2018 is estimated to be around 45 billion yuan. Considering the replacement of the existing stock market for 5 years, the total market size will be over 225 billion yuan. The replacement space is huge. While enhancing the domestic production capacity of the IC industry, how to better meet the needs of this cutting-edge industry for the water environment will also become a new market opportunity.
It is understood that the demand for water treatment in the integrated circuit industry mainly includes two parts: one is the production of ultrapure water required in the production process, and the other is the production of waste water from the back end of the production process. The water quality in the chip production process requires high water consumption and requires large amounts of super Pure water, and the water recycling rate is not high, a large amount of wastewater discharge has an impact on the environment. Therefore, in the chip production process, the technical requirements for water treatment are very high, which is related to the quality of the chip. In October 2017, the new "electronic industry The Pollutant Discharge Standard was issued after two consultations, and the wastewater treatment requirements for the industry as a whole have been significantly improved. The policy's inflexible role will prompt the transformation of some of the existing chip companies' water treatment facilities, and new chip projects will also be selected. Excellent wastewater treatment program.
According to the experts of the integrated circuit industry, the single investment for chip and LCD panel production lines will generally reach 10 billion RMB. The related water system will directly affect the quality and performance of the products. Therefore, customers have very high requirements for the performance and experience of ultrapure water and wastewater system suppliers. The investment required for the ultrapure water system and the wastewater treatment system in the two major industries accounts for about 2% to 3% of the total project investment, and the total market will exceed 10 billion yuan.
At present, in the field of ultrapure water production for chip processing, small and medium-sized enterprises constitute the main players in the industry. The number of companies that can provide ultrapure water equipment and engineering services is small, the scale of enterprises is also uneven, and the stable competitive landscape is far from being formed. The domestic integrated circuit industry's pure water and wastewater treatment has been developed for more than 20 years, but the high-end market has always been dominated by several foreign companies.
Under the promotion of the National Outline for the Development of the Integrated Circuit Industry and the National Integrated Circuit Industry Investment Fund, the integrated circuit industry will usher in new strategic opportunities for development and will create a supply of water including pure water, waste water and reclaimed water. Businesses that deal with total solutions grow and grow. Economic Daily
6. More companies to strengthen the chip layout
The attention of capital to semiconductors is accelerating. According to the statistics of the China Securities Journal, since June, at least 4 investment projects involving semiconductors have been released at the level of listed companies, and large funds have also made significant progress in extending the industrial chain layout.
Semiconductor investment heats up
On the evening of June 13, Huasheng Tiancheng announced that it plans to invest RMB 1 billion through its wholly-owned subsidiary to co-sponsor the establishment of the Beijing Integrated Circuit Advanced Chip Investment Co., Ltd. (a limited partnership, tentative name). Focused on the design direction of integrated circuit high-end and special-purpose chips. The scope includes Internet of Things, artificial intelligence, automotive electronics, cloud computing, mobile communications, power devices, flexible displays, etc. In fact, Teamsun launched the established Internet of Things last year. Mergers and acquisitions fund, strategic investment in a short-range communications chip design company for the Internet of Things.
National Technology announced on the evening of June 12 that it plans to increase capital by Huaxia Core (Beijing) General-Purpose Processor Technology Co., Ltd. through a wholly-owned subsidiary's national investment, and the national investment will be subscribed for 140 million yuan, accounting for the proportion of Huaxia Core's equity after capital increase. 21.37%. Huaxia Core is an IP supplier and chip design company with CPU, DSP, GPU general-purpose processor and AI-specific processor from instruction set, tool chain to micro-architecture independent intellectual property. National Technology believes that this time The transaction helps the company to have a market competitiveness in the field of artificial intelligence.
Guoke Microelectronics announced on June 5 that it plans to jointly invest with the National Integrated Circuit Industry Investment Fund Co., Ltd. (abbreviated as the 'major fund') and Shenzhen Hongtai Fund Investment Management Co., Ltd. to establish a partnership of Changzhou Hongdun (limited partnership, tentative (Name). The partnership company subscribed and paid a total of 254 million yuan (its China Microsystems subscribed to 103 million yuan), focusing on project investment in the integrated circuit field. Guoke Micro stated that it was participating in the establishment of a partnership enterprise with the aim of participating in the partnership. The party’s advantage is to seek synergistic industrial mergers and acquisitions, and to invest in, establish strategic partnerships with companies invested by partnerships, and accelerate the effective integration of industrial quality resources. It is understood that Guoke Micro is a chip design company, including smart video. Monitoring, solid-state storage, radio and television, Internet of Things and other series of chip products.
In addition to the above three companies, a number of companies have also laid plans in the near future: For example, Shenzhen Huaqiang plans to form a semiconductor group, aiming at the in-depth integration of the company’s electronic components authorized distribution business; Wentai Technology intends to pass the wholly-owned Sun company Hefei Zhongwen Jintai Semiconductor Investment Co., Ltd. and another two companies transferred part of Ansemi Semiconductor's investment share with a transaction value of 11.435 billion yuan. In addition, some capital intermediaries released micro-channels to the listed company to acquire semiconductor companies' resource matching information, such as requesting revenue. The scale is more than 300 million yuan, and the net profit is between 20 million yuan and 30 million yuan.
Large fund depth layout
China Securities Journal reporter noted that in the current situation of overweight chip placement of listed companies, the big fund is further extending its layout in the industry chain.
Tai Chi Industry recently announced that the large fund plans to transfer 130 million shares from the controlling shareholder of the company, which accounts for 6.17% of the company's total share capital, and the consideration is about 950 million yuan. It is understood that Tai Chi Industries mainly cleans semiconductors, panels and other manufacturers. Engineering business. In addition, the company also has chip package testing business.
In terms of downstream development, the major fund participated in the round of financing of Shenzhen China International Information Technology Co., Ltd. (CLP) in May. After the financing is completed, the registered capital of China Light and Power Hong Kong will increase to 560 million yuan, of which the major funds will take up the shares. 14.18%. This is the first time that a large fund has invested in electronic component distributors.
It is understood that since the establishment in 2014, major fund investment projects have mainly concentrated on chip design, manufacturing, packaging and testing, equipment, and materials. The investment in A-share listed companies has been dominated by chip design companies. Analysts have come to China. According to a reporter from the Securities Journal, investing in Tai Chi Industrial, Mid-Point and Hong Kong enterprises in the later stage of the first phase of major fund investments will help large funds build an ecosystem of the semiconductor industry chain.
It is worth mentioning that Tai Chi Industry previously requested that the intended transferee should make continuous profits in the last three years, and that the total annual profit is not less than RMB 500 million. It can be seen that the major funds have been profitable for three consecutive years.
China Securities Journal