Chinese semiconductor thread II
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Huawei's HarmonyOS — largely based on the open-source version of Google's Android???
It is an AIO operating system, it combines Windows (future), IOS (Harmony OS + Kirin) + Open Harmony ecosystem
I am merely pasting from the article. Harmony OS is in fact a next generation IoT OS.
It is not based on Google Android.
Silan Micro reported 35m RMB loss in 2023
Revenue up 12.77% to 9.34B RMB
Biggest jump is in IPM (integrated power module) by 37%
Their IPMs are used in consumer electronics, industrial and auto sectors, including AC, fridge, washing machine, range hood, ceiling fans, household fans, industrial fans, water pumps, elevator door machines, sewing machines, power tools, industrial inverters.
Domestic firms in appliances like AC used over 100m Silan IPMs in 2023. Up 38% YoY
This is what the US complaints for mature sector is all about. Chinese chipmakers making it into domestic OEM supply chain
To fill the domestic gap in high-end optical film materials, Chengdu Ruibo Optoelectronics completed A+ financing
High-end optical film materials company Chengdu Ruibo Optoelectronics completed a new round of A+ financing. The investors in this round are Shenzhen Venture Capital and Feldspar Capital. This A+ round of financing is a new round of financing completed by Chengdu Ruipoko within one year after announcing in March 2023 that it had received hundreds of millions of yuan in Series A financing.
Chengdu Ruipoko Optoelectronics Co., Ltd. (referred to as "Ruipoko Optoelectronics") was established in July 2020. Its headquarters and production base are located in Chengdu. It is a high-end optical film technology enterprise. Focusing on the field of high-performance materials, it brings together first-class technical research and development experts at home and abroad and a management and operation team with rich mass production experience, and builds an innovation platform for high-end optical film product solutions based on optical design, precision coating technology, and core material technology. At present, the company has its own invention patent, which has filled the gap in the domestic coating phase difference compensation film for OLED display.
Ruibo Optoelectronics is one of the few high-performance material companies in China with the capacity to mass-produce phase difference compensation films for displays. The company has the world's most advanced liquid crystal polymer (LCP) precision coating technology, completed sample delivery to strategic customers and established close cooperation Develop mechanisms to achieve domestic breakthroughs in phase difference compensation films.
Chengdu Ruipoko Optoelectronics Co., Ltd. (referred to as "Ruipoko Optoelectronics") was established in July 2020. Its headquarters and production base are located in Chengdu. It is a high-end optical film technology enterprise. Focusing on the field of high-performance materials, it brings together first-class technical research and development experts at home and abroad and a management and operation team with rich mass production experience, and builds an innovation platform for high-end optical film product solutions based on optical design, precision coating technology, and core material technology. At present, the company has its own invention patent, which has filled the gap in the domestic coating phase difference compensation film for OLED display.
Ruibo Optoelectronics is one of the few high-performance material companies in China with the capacity to mass-produce phase difference compensation films for displays. The company has the world's most advanced liquid crystal polymer (LCP) precision coating technology, completed sample delivery to strategic customers and established close cooperation Develop mechanisms to achieve domestic breakthroughs in phase difference compensation films.
CRRC Times Semiconductor completed a strategic investment of 630 million yuan
Zhuzhou CRRC Times High-tech Investment Co., Ltd. (hereinafter referred to as Times Investment), a joint-stock company of Hi-tech Group, completed its investment in Zhuzhou CRRC Times Semiconductor Co., Ltd. (hereinafter referred to as CRRC Times) Semiconductor) a strategic investment of RMB 630 million, of which Times Investment invested RMB 47 million. This round of financing will help meet the capital needs of CRRC Era’s semiconductor production capacity expansion, thereby accelerating the application of its SiC products in new energy vehicles, rail transit and other fields.
As a wholly-owned subsidiary of CRRC Times Electric Co., Ltd. (hereinafter referred to as Times Electric), CRRC Times Semiconductor has been fully responsible for the management of the semiconductor industry since its establishment in January 2019. It has become one of the few in the world to master high-power thyristors and IGCT at the same time. , IDM (Integrated Design and Manufacturing) model enterprise representative of IGBT and SiC devices and their component technologies, with a complete industry chain of chip-module-device-system.
In recent years, Times Electric has vigorously deployed SiC related products. According to an announcement issued by Times Electric in April 2022, Times Electric’s holding subsidiary CRRC Times Semiconductor plans to invest 461.6 million yuan to implement a SiC chip production line technical capacity improvement construction project. Through the implementation of this project, it will form a new energy vehicle and rail transit SiC chip mass production line. Times Electric stated in the above announcement that the company's SiC products have achieved application demonstrations in subways, new energy vehicles and other markets. In July 2023, Times Electric stated on the interactive platform that the SiC MOSFET chip product launched by the company for the 800V charging pile system is in the application promotion stage. At the same time, the SiC electric drive product C-Power 220s is in the OEM verification stage, and the system efficiency can reach up to 94%.
NIO’s self-developed SiC module sample C has officially rolled off the production line
Xinlian Integration announced on its public account that the NIO Xinlian Integration Partner Conference and NIO’s self-developed SiC module C sample were offline. Zeng Shuxiang, senior vice president of Weilai, said: Si
On April 7, Xinlian Integration announced on its public account that the NIO & Xinlian Integration Partner Conference and NIO’s self-developed SiC module C sample were offline. Zeng Shuxiang, senior vice president of Weilai, said: "The SiC project we have cooperated with has experienced many challenges from the beginning to the present. We have worked together to meet the challenges. In the end, the products we jointly developed are about to enter mass production." This year 1 In March, Xinlian Integration signed a long-term supply agreement with NIO for silicon carbide module products. The holding of this offline ceremony also marks the further improvement of the maturity of NIO's self-developed SiC modules and one step closer to mass production. Zeng Shuxiang, senior vice president of Weilai, said: "The SiC project we have cooperated with has experienced many challenges from the beginning to the present. We have worked together to meet the challenges. In the end, the products we jointly developed are about to enter mass production. Based on today's exchange meeting, I believe we will continue to work hard to overcome all problems and jointly promote mass production."
On April 7, Xinlian Integration announced on its public account that the NIO & Xinlian Integration Partner Conference and NIO’s self-developed SiC module C sample were offline. Zeng Shuxiang, senior vice president of Weilai, said: "The SiC project we have cooperated with has experienced many challenges from the beginning to the present. We have worked together to meet the challenges. In the end, the products we jointly developed are about to enter mass production." This year 1 In March, Xinlian Integration signed a long-term supply agreement with NIO for silicon carbide module products. The holding of this offline ceremony also marks the further improvement of the maturity of NIO's self-developed SiC modules and one step closer to mass production. Zeng Shuxiang, senior vice president of Weilai, said: "The SiC project we have cooperated with has experienced many challenges from the beginning to the present. We have worked together to meet the challenges. In the end, the products we jointly developed are about to enter mass production. Based on today's exchange meeting, I believe we will continue to work hard to overcome all problems and jointly promote mass production."