The fact that Huawei Kirin chip could not be shipped freely still attracted the attention of many companies. For example, at that time, many mobile phone manufacturers transferred many chip purchase orders to MediaTek after Huawei was restricted, creating a situation where eggs were not placed in one basket. is actually very obvious. They are afraid that they will become the next Huawei if they don’t know when. Therefore, some people define Huawei as a microcosm.
In fact, there is nothing wrong with corporate concerns. In the past two years, US Semiconductor has been suppressing many domestic companies. Especially for companies that are in a strong position in the field of technology, such as Yangtze River Storage , which was rumored some time ago, to enter the Apple supply chain, is a good example. . Under this background, many changes have occurred in our domestic semiconductor . A typical example is a "merger and acquisition" boom set off by domestic semiconductors.
According to relevant information, EDA manufacturer Xinhuazhang Technology announced the acquisition of Shundiyao Electronics and integrated its core technology; Zhiguangxin has taken over ; Huangting International, a local retail business giant in Shenzhen, also acquired 14.43% of Yifa Power, further wanting to transform into the semiconductor industry; Yangjie Technology acquired 40% of Chuwei Semiconductor's equity....
and this is only a part of it. There are quite a few companies that initiate mergers and acquisitions in the domestic semiconductor field this year. Obviously, under the influence of external suppression, domestic semiconductors are quietly setting off a new wave, and the merger and acquisition have begun a large-scale action. , however, judging from the current acquisitions, it is not as large as the mergers and acquisitions of companies in US Semiconductor, because most of the acquisitions in domestic semiconductors are small acquisitions, and large acquisitions are only one or two companies. Therefore, it can only be said that the current merger and acquisition wave is still in its early stages. But despite this, it is inevitable to admit that many domestic semiconductor companies have learned the routine of "American companies".
Take the EDA field that we were restricted not long ago. The reason why the three American EDA giants can occupy the vast majority of the market share in the EDA field and have a high market position is because these three giants have led to the occurrence of many mergers and acquisitions in the history of EDA development. It is precisely because is why they can complete rapid expansion in a short period of time, including talents, market share and other fields, and have further development space. Obviously, domestic semiconductors will have similar changes, probably wanting to lay the foundation for themselves from the success of US companies' mergers and acquisitions routines.
Personally, this action is an optimistic situation in the current semiconductor environment. First of all, domestic semiconductors have encouraged semiconductors to further strengthen resource integration in various sub-sectors, so it is easier to break the phenomenon of being stucked by joining together to keep warm. In this case, the merger and acquisition boom initiated will be conducive to the overall breakthrough of semiconductors in the future. Secondly, American companies like mergers and acquisitions because they can better absorb talents and introduce technology. Therefore, we will witness many mergers and acquisitions in the history of global semiconductor development. includes ARM, which Nvidia did not acquire successfully before. In fact, it is because Nvidia knows that this can directly improve its industry competitiveness. So, our domestic semiconductor companies will adopt similar practices and will also go further in the development of domestic semiconductors.
But we should not be too optimistic, because the global semiconductor situation is changing too fast. Take the chip shortage as an example. The front foot is still having a headache about chip shortage, and the back foot begins to have a chip downward cycle. In a sense, changes in the global semiconductor situation can easily affect the current merger and acquisition boom.Another very important thing about is that the possibility of "weak" companies being eliminated is very high. On the contrary, it is expected that stronger local semiconductor companies will be born, but on the contrary, it is easy to intensify the competition in the industry for no reason. Some companies may just take the "fast train" of rapid development of semiconductors and will not devote themselves to the situation of core technology research and development as the starting point.
But no matter what, the actions we have begun now will have certain changes to the domestic chip industry. What do you think of the merger and acquisition boom that domestic semiconductor companies have begun? Welcome to leave comments, likes and share!
