01
Q2 The latest forecast of the total number of smartphone production
The latest survey by Global Market Research Agency TrendForce pointed out that the COVID-19 epidemic will spread globally in 2020, and the smartphone market is facing recent years The biggest decline has come. In the first quarter, due to delays in resuming work and low utilization rates due to lack of work and materials, the production volume fell by 10% compared with the same period last year. The total number was about 280 million, the lowest in the past five years.
The production volume of the top six brands generally declined in the first quarter. Vivo is the only brand among the top six that has grown against the trend. Entering the second quarter, the supply chain and factory resumption conditions have improved, but the global economy has taken a sharp turn, impacting demand for smartphones. The total production is forecast to decline by 16.5% from the same period last year to 287 million units, the largest decline in a single quarter in history. The forecast for the whole year is 1.243 billion, with an annual decline of 11.3%.
For 5G mobile phones, at this stage, under the premise that brands want to gain market share through 5G, the annual production volume is still estimated to reach about 200 million, with a penetration rate of about 16%. Among them, Chinese brands account for nearly 60% of the market, and China is the main sales market. It can be said that the 5G market share will depend on the feedback from the Chinese market.
02
UMC’s 3.5 billion capital increase and Lianxin completed the contract
On April 29, Xiamen City, Fujian Province held a "cloud signing" event for major investment projects. At this event, UMC's capital increase project to Xiamen Lianxin also completed the contract.
According to Xinhua Silk Road, after the signing of the contract, UMC, the parent company of Lianxin (Xiamen), will increase capital of Lianxin (Xiamen) by 3.5 billion yuan, mainly for the procurement of production equipment and the development of 22nm and 28nm high voltage Process research and development, etc., further accelerate the expansion of Lianxin's production capacity and increase market share. It is expected that after all the equipment purchased by the capital increase funds are put into production, the annual output value will be increased by 2 billion yuan. According to
, Lianxin Integrated Circuit Manufacturing (Xiamen) Co., Ltd. is a joint venture of Fujian Province, Xiamen City and UMC. It is the first 12-inch wafer manufacturing enterprise jointly built by both sides of the Taiwan Strait. Its 28-nanometer process The product yield and technical level are among the best in China.
03
Ruineng Semiconductor intends to A-share IPO
On April 24, Jiangxi Securities Regulatory Bureau disclosed information about Ruineng Semiconductor Technology Co., Ltd. (hereinafter referred to as “Ruineng” "Semiconductor") plans to IPO shares to accept public guidance. According to the announcement, Ruineng Semiconductor received the counseling filing letter from Jiangxi Securities Regulatory Bureau on April 24, and publicized the basic situation of counseling filing in accordance with relevant requirements. According to
, Ruineng Semiconductor was established in August 2015 with a registered capital of 90 million yuan, and the legal representative is Li Bin. The company focuses on the research and development of bipolar power semiconductor product portfolio. Products include silicon carbide diodes, silicon controlled rectifiers and triacs, power diodes, high voltage transistors, etc., which are widely used in telecommunications, computers, consumer electronics, and smart Market areas such as home appliances, lighting, automotive and power management applications. According to the official website of
, Ruineng Semiconductor is registered in Nanchang, Jiangxi, and its operation center is located in Shanghai. The wholly-owned subsidiaries and branches include Jilin chip production base, Shanghai and UK product and R&D centers, Hong Kong logistics centers and all over the world Sales and customer service points in other countries.
04
Two high-power semiconductor projects started
On April 28, Changsha BYD 8-inch wafer production line and Yangjie power semiconductor chip packaging test project started.
Among them, the Changsha BYD 8-inch wafer production line project is located in Changsha County Economic and Technological Development Zone, Changsha City, with a planned total investment of 1 billion yuan. According to a report from Chinanews.com, the project is mainly centered on the research and development and industrial application of new energy automotive electronics core technology, through the purchase of high-precision photolithographySputtering machine, thinning machine, automatic thin film microscope and other core production equipment, build an annual production line of 250,000 8-inch new energy automobile electronic chip production lines, solve the "stuck neck" problem of new energy automobile electronic core power devices, and realize the core components Localization.
The Yangjie Power Semiconductor Chip Packaging and Testing Project in Yangzhou has a total investment of 3 billion yuan. It is planned to build a power semiconductor chip packaging and testing workshop within 2 years, and a power semiconductor chip workshop within 5 years. Through the construction of high-level intelligent terminal Ultra-thin micro-power semiconductor chip packaging and testing base to realize the import substitution of high-end power semiconductors. Wang Qingwei, the leader of Hanjiang District of Yangzhou, pointed out that after Yangjie's power semiconductor device and integrated circuit packaging and testing project is fully completed and put into production, it can form a monthly production capacity of 2000KK packaging and 60,000 power semiconductor chips.
05
Zhichun Technology and Unisplendour Co., Ltd. released the fixed increase plan
On April 29th, Zhichun Technology and Unisplendour Co., Ltd. both released their non-public offering of A shares. Stock plan.
Zhichun Technology plans to issue a non-public offering of no more than (inclusive) 58.157 million shares, and the total amount of raised funds shall not exceed (inclusive) RMB 1.490 billion. The raised funds will be used to repay bank loans and supplement liquidity after deducting issuance costs. funds. The non-public issuance targets 7 specific targets including Beijing Integrated Circuit Fund, SMIC Yongjiu (SMIC holds a 7.3% stake in SMIC Yongjiu through its subsidiary company SMIC Changyuan), Jinlian Haihe, China National Reform Fund, etc. .
Ziguang Co., Ltd. intends to issue shares to no more than 35 specific targets, the number of shares to be issued no more than 600 million shares, and the total amount of funds raised in the proposed non-public issuance of shares does not exceed 12 billion yuan. "Intelligent application of cloud computing core technology research and development and application project", "5G network application key chip and equipment research and development project" and "new generation of ICT products smart factory construction project", and supplement working capital.
06
NVIDIA completed the acquisition of Mellanox
On April 27, NVIDIA announced that it had completed the acquisition of Mellanox Technologies, Ltd. (Melanox Technologies, Ltd., as follows: (Referred to as "Melox"), the transaction price was 7 billion US dollars.
The transaction was first announced on March 11, 2019. Nvidia and Melox signed an agreement. Nvidia plans to acquire Melox at a cash price of US$125 per share. The transaction combines NVIDIA’s leading computing expertise with Melox. The combination of Luosi's high-performance interconnect technology. Upon completion of the transaction, Melox became a wholly-owned subsidiary of NVIDIA.
Huang Renxun, the founder and CEO of NVIDIA, said that through the integration of Melox technology, New NVIDIA will have end-to-end technology from artificial intelligence computing to networking, and full-stack products from processor to software. Enough scale to advance the next generation of data center technology.
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