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华科大学霸创立、华为小米同时入股,芯片公司聚芯微电子再获OPPO投资
Sou Hu Cai Jing· 2025-08-13 09:52
Financing Overview - The recent financing round was led by the China Internet Investment Fund, with participation from OPPO, Changjiang Securities, and Huaye Tiancai among others [2] - Previous investors include Huawei's Hubble Technology, Xiaomi's Changjiang Industrial Fund, and ByteDance's Quantum Leap [2] Company Profile - Juxin Microelectronics, established in 2016, focuses on high-performance analog and mixed-signal chip design, headquartered in Wuhan Optics Valley [6] - The company has R&D centers in Europe, Beijing, Shenzhen, Shanghai, and Suzhou [6] - Juxin's self-developed back-illuminated high-resolution 3D-iToF sensor chips, under-display optical sensor chips, and multispectral sensing chips are widely used in high-end mobile phones and tablets [6] - The company ranks first in domestic shipments of optical sensing and 3D optical chips, and is among the top three in smart audio chip shipments [6] Leadership - The founder and chairman, Liu Deheng, is a native of Wuhan and holds a degree in Electronic and Information Engineering from Huazhong University of Science and Technology [7] - Liu has pursued further studies at prestigious institutions such as Tohoku University in Japan, Delft University of Technology in the Netherlands, and Virginia Tech in the United States, and previously worked at a leading semiconductor company in the Netherlands with a high salary [7]
显示芯片龙头,再闯科创板
3 6 Ke· 2025-08-07 01:45
Core Viewpoint - Beijing Jichuang Beifang Technology Co., Ltd. (referred to as "Jichuang Beifang") has initiated the IPO counseling registration for the Sci-Tech Innovation Board on August 5, 2023, with CITIC Securities as the counseling institution. The company previously withdrew its IPO application in March 2023 after being accepted in June 2022, aiming to raise 60.10 billion yuan for various projects, including the development and industrialization of display touch integrated chips [1][3]. Company Overview - Jichuang Beifang was established on September 3, 2008, with a registered capital of 431.065156 million yuan. The company is primarily controlled by Zhang Jinfang, who holds a 39.97% stake through direct and indirect holdings [2][9]. - The company specializes in the research, design, and sales of display chips, having achieved leading market shares in various segments, including display driver chips and power management chips [5][6]. Market Position - Jichuang Beifang ranks first among Chinese manufacturers in the global smartphone LCD display driver chip and LCD/TDDI chip markets. It is also the second-largest in the large-size LCD panel display driver chip market in China [6]. - The company has been recognized as a national-level manufacturing champion and has participated in significant events such as the 70th anniversary of the victory in the War of Resistance, the 100th anniversary of the Communist Party, and the Beijing Winter Olympics [5][6]. Financial Performance - In 2021, Jichuang Beifang reported nearly 5.643 billion yuan in revenue and a net profit of 930 million yuan. The company's revenue has shown significant growth from 1.447 billion yuan in 2019 to 5.674 billion yuan in 2021 [8][7]. - The company's asset-liability ratio decreased from 39.40% in 2019 to 30.93% in 2021, indicating improved financial stability [8]. Investment and Shareholding - Jichuang Beifang has attracted investments from various notable institutions, including state-owned capital and private equity funds. Major shareholders include Beijing Yizhuang Strategic Emerging Industry Fund and other private equity firms [12][14]. - The company completed its E-round financing in 2021, raising 6.5 billion yuan, which significantly increased its valuation to 314.35 billion yuan [14]. Industry Comparison - Jichuang Beifang's peers in the A-share market, such as OmniVision Technologies and Geke Microelectronics, are also experiencing revenue and profit growth, indicating a positive trend in the display chip industry [16][17].
FORTIOR盘中涨超7% 昨日起进入港股通名单 公司专注BLDC电机驱动控制芯片领域
Zhi Tong Cai Jing· 2025-08-05 03:56
Group 1 - FORTIOR's stock price increased by over 7% during trading, currently up 5.22% at 157.1 HKD with a trading volume of 56.77 million HKD [1] - On July 29, FORTIOR announced the exercise of an over-allotment option, issuing 2.8116 million new H-shares at 120.5 HKD per share to meet excess subscription demand and enhance capital strength [1] - The Shenzhen Stock Exchange announced an adjustment to the Hong Kong Stock Connect eligible securities list, adding FORTIOR, effective from August 4 [1] Group 2 - FORTIOR (峰岹科技) is a chip design company focused on the design and development of BLDC motor drive control chips [1] - The company's product portfolio includes motor control chips (such as MCU, ASIC), motor drive chips (such as HVIC), intelligent power modules (IPM), and power devices (such as MOSFET) [1] - According to Frost & Sullivan, FORTIOR is the first chip design manufacturer in China specializing in BLDC motor drive control chips, holding a 4.8% market share in China's BLDC motor control and drive chip market as of December 31, 2023, ranking sixth [1]
产品在应用市场持续渗透 豪威集团预计上半年净利润同比增长
Group 1 - The company expects to achieve operating revenue of 13.722 billion to 14.022 billion yuan in the first half of 2025, representing a year-on-year increase of 13.49% to 15.97% [1] - The projected net profit attributable to shareholders is estimated to be 1.906 billion to 2.046 billion yuan, reflecting a year-on-year increase of 39.43% to 49.67% [1] - The growth in revenue is attributed to the continued penetration of the company's image sensor products in automotive intelligent driving, panoramic, and action camera markets, leading to a historical high in revenue for the second quarter [1] Group 2 - The company changed its name and stock abbreviation to reflect its acquisition of a leading image sensor design company, which has allowed it to build a comprehensive business structure [2] - In 2024, the company's semiconductor design business generated operating revenue of 19.19 billion yuan from image sensor solutions, accounting for 74.76% of its main business revenue [2] - The company reported a significant increase in revenue and net profit in 2024, with operating revenue of 25.731 billion yuan, up 22.41% year-on-year, and net profit attributable to shareholders of 3.323 billion yuan, up 498.11% year-on-year [2] Group 3 - The semiconductor chip demand has improved due to changes in international circumstances and the construction of AI data centers, benefiting the IC design industry [3] - The company ranked ninth among the top ten fabless IC design companies, with a combined revenue of 77.4 billion dollars in the first quarter of 2025, marking a 6% quarter-on-quarter increase [3] - The company is enhancing its overseas financing capabilities to accelerate its international strategy and overseas business development, having submitted an application for H-share listing on the Hong Kong Stock Exchange [3]
聚辰股份:公司是fabless芯片设计企业,与供应商建立了长期稳定的合作关系
Zheng Quan Ri Bao Wang· 2025-07-31 12:41
Core Viewpoint - The company, Jucheng Co., is a fabless chip design enterprise that has established long-term stable relationships with suppliers, ensuring sufficient capacity reserves and continuous enhancement of its technology and product variety [1] Group 1: Financial Performance - The company's R&D investment in the first half of the year reached 103 million yuan, an increase of 21 million yuan year-on-year [1] - In the second quarter, the R&D expenses amounted to 62 million yuan, representing a more than 50% increase quarter-on-quarter, marking the highest level in its history [1] Group 2: Operational Strategy - The company is focused on continuously enriching its technology reserves and product categories while enhancing its R&D capabilities [1]
衢州发展拟购买先导电科股份 加速高科技领域布局
Core Viewpoint - Quzhou Development plans to acquire shares of Xian Dao Electronics Technology Co., Ltd. through issuing shares and intends to purchase shares from other shareholders, while raising matching funds [1][2] Group 1: Company Overview - Quzhou Development is primarily engaged in technology investment and real estate development, with a focus on high-tech sectors such as blockchain, big data, artificial intelligence, smart manufacturing, and new materials [2] - The company is controlled by the Quzhou State-owned Assets Supervision and Administration Commission [2] Group 2: Investment Strategy - Quzhou Development has accelerated investments in domestically controlled high-tech projects, including investments in companies like Hangzhou Fujia Gallium Technology Co., Ltd. and Hangzhou Hengying Technology Co., Ltd. [2] - The company has established long-term partnerships with various organizations, including China Electronics Technology Group and China Aerospace Industry Group [2] Group 3: Future Plans - Quzhou Development aims to further support and cultivate the development of invested enterprises, fostering new business models and assisting in the company's transformation and upgrading [3]
再次访华的黄仁勋意识到,中方不再需要英伟达
Xin Lang Cai Jing· 2025-07-24 15:22
Core Viewpoint - Jensen Huang, CEO of Nvidia, expressed confidence in China's AI market growth, stating that it will continue to thrive regardless of Nvidia's presence, which challenges the skepticism surrounding China's technological potential [1][5]. Group 1: Nvidia's Position and China's Technological Landscape - Huang highlighted Huawei's technological achievements, noting its capabilities in autonomous driving and AI, as well as its strong chip design and system software skills, suggesting that Chinese companies can sustain the market even without Nvidia [3][5]. - The complexity and efficiency of China's supply chain were praised by Huang, emphasizing its significant role in the global supply chain and its ability to support various industries [3][5]. Group 2: U.S. Government Policies and Their Impact - Huang criticized the U.S. government's strategy of restricting semiconductor exports to China, arguing that such measures are self-deceptive and may ultimately harm U.S. interests by spurring innovation in China [5][7]. - Despite the U.S. government's attempts to limit China's technological advancement, negotiations between the U.S. and China are reportedly ongoing, indicating a complex relationship where both sides are navigating trade discussions while imposing restrictions [5][7]. Group 3: Future of U.S.-China Relations and Global Innovation - Huang asserted that the ongoing technological competition between the U.S. and China is a focal point, with China possessing ample innovation spirit and technical capability that cannot be fundamentally hindered by U.S. restrictions [7][9]. - The need for open markets and collaborative technological exchanges was emphasized as a pathway to mutual benefits, highlighting that both nations must adopt a more open and pragmatic approach to face future challenges [9].
数字IC高手必看:华大九天 Liberal K库工具,破解定制单元的“特征密码”
半导体行业观察· 2025-07-24 00:46
Core Viewpoint - The article discusses the shift towards "highly customized" chip design driven by advancements in technologies such as AI, large models, intelligent driving, and the Internet of Things, highlighting the challenges and solutions in the context of K library characterization for non-standard cells [1][20]. Group 1: Customization in Chip Design - The traditional model of using standard cells for large-scale chip design is no longer sufficient to meet the increasingly refined and scenario-specific design requirements [1]. - Design teams are increasingly incorporating non-standard/custom cells to achieve better balance among area, power consumption, and performance [1][3]. - The introduction of non-standard cells, such as high-speed CDC modules and pulse latches, allows for targeted system optimization but also raises new challenges in EDA tool modeling capabilities [1][3]. Group 2: K Library Characterization - K library characterization is crucial for ensuring design progress and product reliability, acting as an "invisible engine" in the chip development process [1]. - K library serves as a "genetic map" that provides real physical behavior to standard cells through high-precision simulations, extracting key parameters like timing, power consumption, and noise [2]. - The complexity of non-standard cells necessitates advanced modeling techniques, as any minor deviation can lead to significant timing issues in subsequent designs [5][9]. Group 3: Specific Non-Standard Cells - High-speed CDC units are essential for ensuring safe and reliable data transmission across different clock domains, addressing metastability issues [3]. - Pulse latches utilize narrow pulses for data storage, significantly reducing power consumption, but require precise control of pulse width to avoid data storage errors [5][7]. - Dynamic registers, which store states using capacitors, present challenges in K library extraction due to their sensitivity to noise and the need for regular state updates [9]. Group 4: Liberal's Solutions - The Liberal product from Huada Jiutian offers a comprehensive K library solution, addressing the challenges of custom non-standard cell characterization with high efficiency and precision [2][15]. - Liberal's tools provide accurate simulation incentives and consider various noise factors, ensuring the accuracy of K library models [15][17]. - The introduction of Liberal has significantly improved efficiency and quality in K library extraction for high-performance chip designs, leading to timely delivery and high customer satisfaction [19]. Group 5: Future Outlook - As non-standard designs become more common with advancing process nodes, Liberal aims to continue enhancing K library extraction technology towards greater intelligence, efficiency, and precision [20].
魏少军:中国半导体产业发展,关键要有战略定力
3 6 Ke· 2025-07-16 10:43
Core Viewpoint - The development of China's semiconductor industry has seen significant growth over the past 30 years, evolving from a weak foundation to becoming the second-largest chip design country after the United States, with a market size reaching approximately 640 billion yuan [3][4]. Group 1: Historical Context and Growth - In 1996, the initial stages of China's semiconductor industry faced challenges, with a lack of design companies to utilize the production capacity of newly established factories, leading to a situation where no company was willing to commit to production [2]. - The scale of China's design industry has grown from less than 10 million yuan to around 640 billion yuan, achieving over 6000 times growth with an average annual compound growth rate of nearly 20% [3]. Group 2: Current Industry Landscape - Currently, domestic chips can only meet about 50% of the local demand, but the industry has achieved self-sufficiency in mid-to-low-end products and is making strides towards high-end markets [3]. - China has established a distinct industry model that separates design, manufacturing, and testing, which contrasts with the integrated model of foreign companies [4]. Group 3: Challenges and Strategic Focus - The biggest challenge facing the industry is not technological but rather maintaining strategic determination and confidence in the face of external pressures [8]. - There is a need for continuous investment in equipment and materials, as previous reliance on globalization has left gaps that domestic companies are now working to fill [8]. Group 4: Future Outlook - The next few years may see the emergence of world-leading research outcomes and technology products from China, with the potential to develop a unique development model in the semiconductor field [10]. - The storage chip sector has rapidly advanced, particularly in 3D NAND flash technology, but there is optimism that artificial intelligence may yield even greater breakthroughs in the future [10].
专访锐芯微罗文哲:在没有晶圆厂的昆山,做出世界级芯片设计企业
Core Insights - Kunshan has successfully extended its investment attraction experience to cultivate technology innovation enterprises, becoming a hub for both manufacturing and technology growth [2][3] - The founder of Ruixin Micro, Luo Wenzhe, emphasizes the importance of continuous R&D investment, dedicating over 20% of annual revenue to this effort [5][6] - Ruixin Micro has developed advanced imaging sensor technologies, including MCCD and ECCD, breaking the technological monopoly of countries like Japan and the United States in high-end imaging chips [4][5] Company Development - Ruixin Micro was established in Kunshan after receiving significant support from local government, including a 28 million yuan investment and three years of rent-free office space [3][6] - The company has expanded its team to several hundred members and established branches in major cities like Shanghai and Shenzhen, benefiting from the mature integrated circuit ecosystem in the Yangtze River Delta [6][8] - The firm has achieved a leading market share in solid-state micro-imaging products in China, showcasing its competitive edge in the domestic market [5][6] Technological Innovation - The MCCD technology developed by Ruixin Micro combines the advantages of CMOS and CCD, significantly enhancing image quality and sensitivity [4][5] - The company has been recognized for its technological breakthroughs, winning the 2018 China Patent Award for its advancements in security monitoring technology [4] - Ruixin Micro's products are now applicable in various fields, including consumer electronics, security, medical imaging, and automotive electronics, reaching international advanced levels [4][5] Regional Ecosystem - Kunshan's local government has demonstrated a pragmatic and flexible approach to supporting technology enterprises, which has been crucial for Ruixin Micro's sustained growth [7][8] - The city has shown that it can nurture competitive chip design companies without large-scale wafer fabs, focusing instead on a supportive environment for innovation [7][8] - The collaboration within the Yangtze River Delta region allows Ruixin Micro to efficiently integrate resources and services, enhancing its operational capabilities [6][8]