--Informatization--
Kevin Kelly, the American Internet prophet master, said: 'The future, the Internet of Everything. The future will be connected, now just connected 1%'. Many transistors on the earth, connections, memory, etc., create connections every day. All the machines are connected together to form a huge platform for creating data, transferring data, storing data, and computing data. The world is accelerating into the DT era from the IT era. Now, search engines and vertical media connect information to people. E-commerce people are connected with goods, O2O people are connected with services, car networking makes people and cars, cars and cars connected, the future of all things connected.
With the rise of the mobile Internet, the Internet of Things, big data, cloud computing and artificial intelligence, chips have become a growing demand for the information society. In the information society, people have turned more from offline to online, from the real society of atomic people. It has become a binary bit. The trend of social informatization is an irreversible process. In this trend, chips will become an indispensable part. This is the first point that investment in the IC industry is sticking to. Is social informationization.
--Industrial Transfer--
The semiconductor industry originated in the United States and experienced two industrial transfers. The first was the transfer from the United States to Japan, and the second was the transfer from the United States and Japan to Korea and Taiwan.
The industrial transfer from the United States to Japan is accompanied by the rise of the home appliance market. The industrial transfer from the United States, Japan to South Korea, and Taiwan is accompanied by the rise of the PC market. Now the industry trend has gradually shifted from South Korea, Japan, and Taiwan to mainland China, and The trend is irreversible. Now China has become the world's largest integrated circuit market. In the future, if the capacity of China's integrated circuits cannot be expanded by three to five times, the Chinese market demand is difficult to meet. It is predicted that at least the next decade, the IC industry will 20% speed is developing at a high speed.
- Localization -
It can be seen from the event of ZTE that China's IC industry must be localized because of industrial security, information security, and military security requirements. This is a war that must be won.
In the past, the older generation of scientists have achieved zero breakthroughs from scratch. In December 1967, China independently developed the first transistor computer, the 109-C machine, which played an important role in the research and development of China's 'two bombs and one star'. Known as the 'Merchant Machine'.
Now, China has become the world's largest consumer electronics market. Professor Zhou Qiren of Peking University said that 'water big fish big'. Water big is China's giant country effect, bringing huge market demand, huge market demand is China's development of semiconductors The industry's largest industrial driving force, including industrial transfer, technological innovation, product upgrades, etc. At present, China's mainland integrated circuit packaging industry is the world's leading scale, core equipment double workpiece lithography machine has achieved technological breakthroughs, the first domestic magnetic memory Etching machines have been introduced, etc., China's integrated circuit development is now in the ascendant.
In the future, China's IC industry development is worth looking forward to. China has the world's largest Internet users, which has spawned the world's largest Internet company Ali, Tencent; because China has a huge and growing IC market, there is an opportunity to be born in this market, such as Ali, Tencent is a world-class integrated circuit great enterprise.
China's development of integrated circuits requires strategic determination. The development of integrated integrated circuits has formed a strategic consensus, which has enhanced the strategic strength of 浑璞 investment. China lacks only time. Most of China's advanced technologies have developed during the blockade process, such as aerospace. High-speed rail, nuclear power, and China's development of integrated circuits must be integrated into the global innovation system, because there is no way out behind closed doors.
- Securitization -
'Can use the power, it is invincible in the world; can use the wisdom, then fearless to the saints. 'Securitization is to mobilize the power of society to jointly develop the industry, the characteristics of the integrated circuit industry, the determination of integrated circuits must Take the road of securitization. The outstanding international IC companies are bigger and stronger through listing, this is the only way.
Recently, Zhang Dongke, the vice chairman of the Shanghai Stock Exchange, visited the company and expressed his full support for the listing of the technology. The capital market is open to companies with core technologies, the rapid growth of the market and the growth certainty brought by the high threshold, and the high growth. Valuation, increased the return on investment in integrated circuits.
——Investment strategy: Eagle over the wind –
Xiaomi, founder and CEO of Xiaomi, said that 'the trend is on the wind.' Investing in the eagle on the vent, the vent represents the trend of integrated circuits, the eagle can take off at the tuyere, and after the wind speed of the tuyere has dropped, it still has the ability to continue to fly. The technical strength of the company, the team's continuous innovation ability and brand (customer certification) are the 'eagle' ability of 'Eagle'.
浑璞Investment is willing to accompany those firm practitioners who have a great view of the landscape, those who are willing to sit on the bench for ten years, and the long-term escorts of the company. The new era of equity investment management companies must focus on the industry, only Focus can enhance cognition, focus on discovering value, and creating value. 浑璞Investment deepens the field of integrated circuits, helping outstanding IC entrepreneurs to operate in an enterprise, capitalized development