1. Industry overview
my country's integrated circuit design industry has achieved rapid growth in the past decade. The two main lines of supply and demand imbalance and domestic substitution will continue to promote the upward trend of market scale. Downstream markets such as 5G communications, new energy vehicles, and Internet of Things equipment are in full swing, bringing new increments to the field of integrated circuit design. Domestic IC design is still on the long road to following the competition. "Score shortage" and "domestic substitution" bring opportunities to domestic companies to accelerate the shortening of the gap. However, with the surge in the number of semiconductor companies in my country, competition in the domestic market is becoming increasingly fierce.
network security has risen to the national strategic level. In recent years, the top-level design of national network security work and the overall layout of have been continuously improved. From the implementation of the " Cybersecurity Law of the People's Republic of China " in 2017, the official implementation of the " Crypto Law of the People's Republic of China " in 2020 to the implementation of the " Data Security Law of the People's Republic of China " in 2021, the " Personal Information Protection Law of the People's Republic of China ", and the " National Cyberspace Security Strategy " in 2021, the policy system framework of the national cybersecurity work has been basically formed. Policy-driven compliance needs, combined with security threat-driven practical needs, and new technologies and new scenarios promote adaptive needs, providing a strong source of power for the development of the network security industry. As the network security industry is in a golden period of development, the domestic market has maintained rapid growth as a whole, attracting more and more traditional IT giants and Internet Datang Telecom, and industry competition has further intensified. The new application scenario of
has put forward new requirements for the special communication networks, including full-domain three-dimensional coverage, efficient real-time, end-to-end direct access, and edge coverage. As new technologies continue to mature, new equipment will continue to emerge. Driven by the dual wheels of demand and technology, the special communications industry will benefit significantly during the 14th Five-Year Plan period.
2. Enterprise analysis
In 2021, Datang Telecom continues to be guided by the "big security" strategy, focusing on the fields of integrated circuit design and special communications, concentrate market and R&D resources, and expand to emerging fields while digging deep into the needs of traditional industries.
integrated circuit design field, focusing on security chip business. Relying on core technologies such as intelligent security and biometrics, Datang Telecom provides products including second-generation ID card chips and modules, social security card chips and modules, financial payment chips, fingerprint sensor and fingerprint algorithm chips, card reader chips and modules, terminal security chips and other products to customers in the public security, social security, finance, urban management, transportation and other industries. In 2021, Datang Telecom's security chip market share ranked among the forefront in China; third-generation social security card chips have achieved commercial delivery in many provinces; Internet of Things security chips have successfully completed market development; and actively deployed high-performance security chip products such as Internet of Vehicles security chips.
special communications field, Datang Telecom continues to focus on dedicated communication terminals and industry solutions, providing dedicated communication terminal products and application platforms for public security, urban management, railways, airports, safety supervision and other industries. Relying on the original product market foundation, we actively develop new products with differentiated advantages, actively deploy the special communication market, and provide overall communication solutions for special fields. Relying on the integrated big data cloud platform, we provide telecom operation support services, industry application software, big data solutions and other products and services to telecom operators, transportation, energy and other industries. In 2021, the Datang Telecom intelligent hardware library of China Mobile Terminals will be completed and the BOSS system will be in stock; the market share of the BOSS system will be stable; the bid for multiple platform development projects such as industrial and information big data platforms will be won; the application of Beidou communication terminals in the energy industry market will be developed; the acquisition of Datang Liancheng will be added to Datang Telecom's business, dedicated mobile communications, dedicated broadband radio stations and broadband mobile security applications will be enhanced, which will enhance Datang Telecom's business layout in the field of special communications.
In 2021, Datang Telecom achieved operating income of 1.311 billion yuan, and its net profit attributable to the parent company's owner was -51 million yuan.
3. Enterprise development strategy
Datang Telecom seizes the opportunity of rapid development of digital economy , guided by the "big security" strategy, adheres to dual-engine-driven development, and focuses on the two major areas of integrated circuit design and special communications. Continue to give full play to the core technologies and industrial advantages of security chips, vigorously develop special communication services, create competitive overall communication solutions for special fields, and form an overall industrial layout of "large security" of "secure chip + special communication". Be brave to innovate, further enhance core technology strength, deepen business layout, adhere to the mission of protecting national information and communication security, and serve the rapid development of my country's digital economy.
Datang Telecom is guided by the "big security" strategy and with the mission of protecting national information and communication security, it continues to deepen its efforts in security chips and special communication services, cultivate innovation capabilities and market competitiveness, and benchmark against first-class management system construction.
security chip business, maintain the stable development of existing businesses and do a good job in expanding incremental businesses. Track market demand and industry development trends, lay out core technologies and products, and improve product quality and R&D speed. Launch a series of security chips and solutions for government affairs, finance, social security, transportation and other industries in the field of identity identification and security certification products. For the Internet of Things, Internet of Vehicles, and Industrial Internet application scenarios, it improves the adaptability of security chips and provides a series of high-performance security chip products and solutions.
special communications business continues to expand the scale of business in key areas, and take the market as the guide to carry out communication applications and technological innovation. Deepen the business of dedicated mobile communications, dedicated broadband radio stations, and broadband mobile security applications, enrich the product spectrum, and enhance the product application scope and market share. On the basis of 4G special mobile communications, seize the opportunities of 5G special communication applications, strive for overall status, layout the next generation of special communication products, expand new market areas, and enhance core competitiveness.
