独家专访蒋伟东：英唐智控的“强链补链”与光电突围

Core Viewpoint - The article highlights the strategic transformation of Yintan Zhikong towards an IDM (Integrated Device Manufacturer) model, focusing on the acquisition of two semiconductor companies to enhance its capabilities in research, manufacturing, and sales [1][5]. Company Transformation Strategy - Yintan Zhikong aims to deepen its IDM model by acquiring Guanglong Integrated and Aojian Microelectronics, which will allow the company to integrate research, manufacturing, and market capabilities [1][5]. - The company’s transformation is not a complete shift but an evolution from its existing supply chain role, leveraging market understanding to define products and enhance design capabilities [2][3]. Acquisition Strategy - The acquisition strategy is based on three core criteria: the target must have validated product capabilities, possess reusable technical skills, and create synergies with the existing distribution network and R&D system [4][5]. - The acquisitions are intended to shorten the product development cycle, allowing Yintan Zhikong to bring products to market more quickly by acquiring established products and teams [4][5]. Market Positioning - The company is focusing on long-term value creation rather than merely expanding its business footprint, concentrating resources on areas that can yield sustainable capabilities [3][4]. - The acquisitions align with the company's goal to strengthen its position in key sectors such as smart vehicles, robotics, and AI computing networks, particularly in optical interconnect technology [5][6]. Organizational Development - Yintan Zhikong is undergoing organizational restructuring and cultural transformation to support its strategic direction, emphasizing the importance of clarity in its path and the gradual formation of a closed-loop capability [6][7]. - The company acknowledges that achieving long-term returns in the cyclical semiconductor industry requires time and patience, with a clear strategic vision guiding its efforts [7].