@antiterror13 Sir congrats to Xiaomi, but they need to invest more like what Huawei is doing, claiming number 1 seems good but they're a mere assembler. I think we can call Xiaomi the Lenovo of Smartphone.
Chinese semiconductor industry
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Hendrik_2000
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7nm SOC for cell phone is glamorous but MCU( Microcontroller Unit) is everywhere from Auto to Air conditioning In the past China was weak in this SEMI segment But thing change Via Emperor
How Has 2021 Changed China’s Microcontroller Industry?
Misha LuMisha Lu2021-08-09
Thanks to the global chip shortage and US sanctions, the year 2021 has been perceived as a turning point for Chinese microcontroller unit (MCU) makers.
Currently, the global automotive MCU market has been dominated by six companies, including Infineon, NXP, Renesas, STMicroelectronics, Texas Instruments and Microchip. Together, these companies have grabbed approximately 90% of the global market. TSMC, meanwhile, has been responsible for manufacturing approximately 70% of these microcontrollers.
China has been playing catch-up though. Currently, only 5% of MCUs in China are sourced domestically, but by 2025 , the number is expected to grow to 25%. For example, the semiconductor unit of BYD, one of the largest EV makers in China, has been looking to develop automotive MCUs. Other Chinese MCU makers include GigaDevice, Ingenic Semiconductor and Sino Wealth Electronic.
Compared to processors, memory ICs, RF units and power semiconductors, there had been relatively less pressure in China to domestically produce microcontrollers, and the sector usually received less policy support.
2021 is a turning point. Apart from the increasing role of MCUs in vehicle electrification, as the US-China trade conflict broke out, the inevitable need to source from non-American suppliers has become a driving force of China’s homegrown MCU industry. In addition, the need to boost production capacity amidst global chip shortage has also hastened the trend of localizing MCU production in China. It is estimated that the global market share of Chinese MCUs will rise from the current 3% to 10% in 2025.
In fact, China’s MCU ecosystem has been gradually maturing, and the industry offers an increasingly diverse portfolio of products. As automotive MCU industry has been closely tied to Tier 1 suppliers, the recent emergence of Chinese Tier 1 suppliers within the past fifteen years has been a boost to domestic MCU players. The national drive of chip autonomy and vehicle electrification have particularly prompted these Tier 1 suppliers to source from Chinese brands. Previously, Chinese Tier 1 suppliers preferred established MCU brands in Europe and the US to meet the strict safety requirements of the automotive industry. In a time when MCUs still represented a small fraction of car production cost, few of these suppliers were willing to take the risk of switching to domestic MCU suppliers.
For now, Chinese MCU suppliers opt to enter the automotive industry via sectors with lower safety requirements, such as in-vehicle infotainment system, and progress further from there. The domestic MCU industry also seeks to advance into the global market via supplying Chinese automakers, and proceed into supplying joint ventures between domestic and international automakers.
How Has 2021 Changed China’s Microcontroller Industry?
Misha LuMisha Lu2021-08-09
Thanks to the global chip shortage and US sanctions, the year 2021 has been perceived as a turning point for Chinese microcontroller unit (MCU) makers.
Currently, the global automotive MCU market has been dominated by six companies, including Infineon, NXP, Renesas, STMicroelectronics, Texas Instruments and Microchip. Together, these companies have grabbed approximately 90% of the global market. TSMC, meanwhile, has been responsible for manufacturing approximately 70% of these microcontrollers.
China has been playing catch-up though. Currently, only 5% of MCUs in China are sourced domestically, but by 2025 , the number is expected to grow to 25%. For example, the semiconductor unit of BYD, one of the largest EV makers in China, has been looking to develop automotive MCUs. Other Chinese MCU makers include GigaDevice, Ingenic Semiconductor and Sino Wealth Electronic.
Compared to processors, memory ICs, RF units and power semiconductors, there had been relatively less pressure in China to domestically produce microcontrollers, and the sector usually received less policy support.
2021 is a turning point. Apart from the increasing role of MCUs in vehicle electrification, as the US-China trade conflict broke out, the inevitable need to source from non-American suppliers has become a driving force of China’s homegrown MCU industry. In addition, the need to boost production capacity amidst global chip shortage has also hastened the trend of localizing MCU production in China. It is estimated that the global market share of Chinese MCUs will rise from the current 3% to 10% in 2025.
In fact, China’s MCU ecosystem has been gradually maturing, and the industry offers an increasingly diverse portfolio of products. As automotive MCU industry has been closely tied to Tier 1 suppliers, the recent emergence of Chinese Tier 1 suppliers within the past fifteen years has been a boost to domestic MCU players. The national drive of chip autonomy and vehicle electrification have particularly prompted these Tier 1 suppliers to source from Chinese brands. Previously, Chinese Tier 1 suppliers preferred established MCU brands in Europe and the US to meet the strict safety requirements of the automotive industry. In a time when MCUs still represented a small fraction of car production cost, few of these suppliers were willing to take the risk of switching to domestic MCU suppliers.
For now, Chinese MCU suppliers opt to enter the automotive industry via sectors with lower safety requirements, such as in-vehicle infotainment system, and progress further from there. The domestic MCU industry also seeks to advance into the global market via supplying Chinese automakers, and proceed into supplying joint ventures between domestic and international automakers.
Hendrik_2000
Lieutenant General
Via Vincent
Huawei's investment arm invested in a photo-resist company. The company has I-line, KrF and ArF(dry) photo-resist products
Abstract: On August 10th, according to the company's information, Xuzhou Bokang Information Chemical Co., Ltd. (hereinafter referred to as "Xuzhou Bokang") has changed its business information and added Shenzhen Hubble Technology Investment Partnership (Limited Partnership) (hereinafter referred to as "Xuzhou Bokang"). (Referred to as "Shenzhen Hubble") as a shareholder, the registered capital has also increased from RMB 76.0095 million to RMB 84.455 million, an increase of 11.11%.
According to news on August 10, according to company search information, Information Chemicals Co., Ltd. (hereinafter referred to as "Xuzhou Bokang") has changed its business information and added Shenzhen Hubble Technology Investment Partnership (Limited Partnership) (hereinafter referred to as " "Shenzhen Hubble") is a shareholder, and its registered capital has also increased from RMB 76.0095 million to RMB 84.455 million, an increase of 11.11%.
According to 's "Announcement on the Outward Investment Progress of Partnerships Involved by the Company" issued on July 21, the industrial fund Dongyang Kaiyang Technology Innovation Development Partnership (Limited Partnership) (hereinafter referred to as Dongyang Kaiyang), an industrial fund established by Chinachem Technology ) It is proposed to acquire a 29.70% stake in Xuzhou Bokang held by Fu Zhiwei at a valuation of 2.7 billion yuan (with an appreciation rate of 775.76%). The loan of RMB 220 million is the additional investment.
On July 20, Dongyang Kaiyang, Xuzhou Bokang, Xuzhou Bokang's other existing shareholders, and qualified investors in the next round signed the "Capital Increase Agreement"; Dongyang Kaiyang and Xuzhou Bokang's actual controllers Fu Zhiwei and Xuzhou Bokang in July 2021 The "Equity Transfer Agreement" was signed on the 20th. Dongyang Kaiyang exercised the equity transfer and additional investment rights. After the exercise, Dongyang Kaiyang will hold 22.578082 million shares of Xuzhou Bokang, accounting for 29.70% of the current total equity of Xuzhou Bokang, accounting for the capital. After the completion of the new investment, 26.73% of the total equity of Xuzhou Bokang.
Among them, the "qualified next round of investors" is Huawei . According to Xuzhou Bokang’s overall valuation of 2.7 billion yuan, Hubble Investment’s investment ratio is 10%, which means that Hubble’s investment in Xuzhou Bokang’s actual investment in this time The investment is about 270 million yuan.
Huawei's investment arm invested in a photo-resist company. The company has I-line, KrF and ArF(dry) photo-resist products
Invested 270 million yuan to invest in Xuzhou Bokang, Huawei's first layout in the photoresist field
1 day agoAbstract: On August 10th, according to the company's information, Xuzhou Bokang Information Chemical Co., Ltd. (hereinafter referred to as "Xuzhou Bokang") has changed its business information and added Shenzhen Hubble Technology Investment Partnership (Limited Partnership) (hereinafter referred to as "Xuzhou Bokang"). (Referred to as "Shenzhen Hubble") as a shareholder, the registered capital has also increased from RMB 76.0095 million to RMB 84.455 million, an increase of 11.11%.
According to news on August 10, according to company search information, Information Chemicals Co., Ltd. (hereinafter referred to as "Xuzhou Bokang") has changed its business information and added Shenzhen Hubble Technology Investment Partnership (Limited Partnership) (hereinafter referred to as " "Shenzhen Hubble") is a shareholder, and its registered capital has also increased from RMB 76.0095 million to RMB 84.455 million, an increase of 11.11%.
According to 's "Announcement on the Outward Investment Progress of Partnerships Involved by the Company" issued on July 21, the industrial fund Dongyang Kaiyang Technology Innovation Development Partnership (Limited Partnership) (hereinafter referred to as Dongyang Kaiyang), an industrial fund established by Chinachem Technology ) It is proposed to acquire a 29.70% stake in Xuzhou Bokang held by Fu Zhiwei at a valuation of 2.7 billion yuan (with an appreciation rate of 775.76%). The loan of RMB 220 million is the additional investment.
On July 20, Dongyang Kaiyang, Xuzhou Bokang, Xuzhou Bokang's other existing shareholders, and qualified investors in the next round signed the "Capital Increase Agreement"; Dongyang Kaiyang and Xuzhou Bokang's actual controllers Fu Zhiwei and Xuzhou Bokang in July 2021 The "Equity Transfer Agreement" was signed on the 20th. Dongyang Kaiyang exercised the equity transfer and additional investment rights. After the exercise, Dongyang Kaiyang will hold 22.578082 million shares of Xuzhou Bokang, accounting for 29.70% of the current total equity of Xuzhou Bokang, accounting for the capital. After the completion of the new investment, 26.73% of the total equity of Xuzhou Bokang.
Among them, the "qualified next round of investors" is Huawei . According to Xuzhou Bokang’s overall valuation of 2.7 billion yuan, Hubble Investment’s investment ratio is 10%, which means that Hubble’s investment in Xuzhou Bokang’s actual investment in this time The investment is about 270 million yuan.
Hendrik_2000
Lieutenant General
From Nikkei Asia China venture capitalist invest in GPU and next generation logic processor upstart
Several Chinese frontrunners have jumped into the race, attracting investors' attention. © AP
ZHANG ERCHI, CaixinAugust 11, 2021 15:42 JST
Chinese venture capital is pouring into the development of next-generation microprocessors as Chinese startups race to challenge the dominance of U.S. chipmaking giant Nvidia.
Investment in the new general purpose graphics processing units (GPGPUs) -- an advanced computing chip -- has been booming as venture capital bets on the growing Chinese industry. While traditional graphic processing units (GPUs) render images on computers, GPGPUs are designed to harness data processing power for artificial intelligence computing.
Several Chinese front-runners have jumped into the race, attracting investor attention. Beijing has been pushing for more self-reliance in semiconductors, and a global chip shortage has created an opportunity for Chinese companies to make breakthroughs. Aiming to leapfrog to the next generation of integrated circuit technology, the crowded field of Chinese startups has been recruiting veterans of Nvidia itself and other leading semiconductor companies.
One is artificial intelligence chipmaker Iluvatar CoreX, founded in 2015. In March, it unveiled China's first GPGPU built with advanced 7-nanometer technology.(cont)
In depth: Chinese chipmaking upstarts race to rival Nvidia
Iluvatar CoreX, Biren Technology and others bet on next-generation chips for AI
Several Chinese frontrunners have jumped into the race, attracting investors' attention. © AP
ZHANG ERCHI, CaixinAugust 11, 2021 15:42 JST
Chinese venture capital is pouring into the development of next-generation microprocessors as Chinese startups race to challenge the dominance of U.S. chipmaking giant Nvidia.
Investment in the new general purpose graphics processing units (GPGPUs) -- an advanced computing chip -- has been booming as venture capital bets on the growing Chinese industry. While traditional graphic processing units (GPUs) render images on computers, GPGPUs are designed to harness data processing power for artificial intelligence computing.
Several Chinese front-runners have jumped into the race, attracting investor attention. Beijing has been pushing for more self-reliance in semiconductors, and a global chip shortage has created an opportunity for Chinese companies to make breakthroughs. Aiming to leapfrog to the next generation of integrated circuit technology, the crowded field of Chinese startups has been recruiting veterans of Nvidia itself and other leading semiconductor companies.
One is artificial intelligence chipmaker Iluvatar CoreX, founded in 2015. In March, it unveiled China's first GPGPU built with advanced 7-nanometer technology.(cont)
"Established in 2010, Leadyo owns two facilities in Dongguan and Shanghai which can test about 120,000 wafers and 300 million finished chips every month, according to the company's website."
I wonder how is it possible to test 10 million chips every day. It just boggles my mind.
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