In recent years, companies from all walks of life, such as real estate, energy, construction, and environment, have successively announced that they will accelerate the reshaping of their business structure through "mergers and acquisitions or restructuring", and take this opportunity to enter the semiconductor market. At the same time, some companies have set up new semiconductor companies to expand and strengthen their business deployment.
Electric Connection Technology intends to control FTDI, a USB bridge chip company
On June 26, Dianlian Technology disclosed a major asset restructuring plan, and the company intends to acquire the relevant equity shares of FTDI's upper-level investors and Stoneyford's 19.8% of FTDI's shares by issuing shares and paying cash, and at the same time, the company intends to issue shares to the actual controller Chen Yuxuan or related parties controlled by him to raise supporting funds. Upon completion of the transaction, FTDI will become a holding subsidiary of Electric Connection Technology.
Founded in 1992, FTDI is a global leader in the field of USB bridge chips, and its main products are USB bridge chips, which are analog chips and are widely used in automotive electronics, IOT Internet, industrial products, medical equipment, new energy and high-end consumer electronics.
Founded in 2006 and listed on the Shenzhen Stock Exchange in 2017, Electric Connection Technology is a professional supplier engaged in the R&D and manufacturing of connectors, connecting cables, antennas and electromagnetic shielding products, and providing one-stop RF solutions for electronic devices, which are widely used in consumer electronics, intelligent IoT, communication equipment and infrastructure, mobile terminals and automotive electronics.
High-tech development to increase power semiconductor track
In the same month, Chengdu High-tech Development Co., Ltd. (hereinafter referred to as "High-tech Development") plans to acquire two power semiconductor companies, Senwei Technology and Xinwei Semiconductor, to officially increase the semiconductor track.
High-tech Development was founded in 1992 and listed on the Shenzhen Stock Exchange in November 1996. In the early days of its establishment, High-tech Development was mainly responsible for the construction of the starting area of Chengdu High-tech Zone and investment in high-tech industries, and through years of development, the company has formed a diversified business pattern including building construction, futures, kitchen cabinet manufacturing and other businesses. At present, the main business of high-tech development is building construction, smart city construction, operation and related service business.
Huangting International promotes the strategic transformation of the semiconductor industry
In August last year, Shenzhen Huangting International Enterprise Co., Ltd. (hereinafter referred to as "Huangting International") promoted its strategic transformation through the acquisition of Dexing Yifa Power Semiconductor Co., Ltd.
Since then, the pace of Huangting International's layout of the semiconductor industry has never stopped.
This year, Huangting International invested 50 million yuan in Yuanhe Semiconductor at a valuation of 500 million yuan before the investment, holding 9.09% of the equity of Yuanhe Semiconductor; Signed a strategic cooperation agreement with Kingtop Capital and Hechuang Capital to jointly promote the development of domestic electronic information industry, integrated circuit semiconductor and other industries.
Founded in 1983, Huangting International is a group listed company with real estate operation and management as its main business, including high-end residential, commercial real estate development, real estate management and operation.
2 asset restructurings, electric energy shares "transformed"
In September last year, China Electric Energy Co., Ltd. (hereinafter referred to as "Power Shares") changed from a special lithium-ion battery manufacturer to a silicon-based analog semiconductor chip manufacturer through two asset restructurings. It is worth mentioning that the three companies acquired by Power Co., Ltd. are all high-quality assets in the field of silicon-based analog semiconductor chips and their applications under China Electric Technology, namely Southwest Design, Xinyida, and Ruijing Industrial.
Founded in 1987 and listed on the Shanghai Stock Exchange in October 1995, its business scope includes the research and development of power supply and battery mechanism technology, products and processes, and the research and application of lithium-ion batteries.
Agricultural environment explores the development of integrated circuit industry
In December last year, Wuhan Xinlian Microelectronics Co., Ltd., a wholly-owned subsidiary of Wuhan Nongshang Environment Co., Ltd. (hereinafter referred to as "Nongshang Environment"), planned to sign a "Strategic Cooperation Agreement" with Huaxia Xin (Beijing) General Processor Technology Co., Ltd. to jointly support independent innovation in the field of integrated circuit design in China and promote domestic substitution; Xinlian Micro plans to set up a joint venture with Shenzhen Zhongzi Information Technology Co., Ltd. for 6 million yuan to explore the company's development in the field of power management integrated circuits and power semiconductors.
Founded in 2000, Nongshang Environment was listed on the Shenzhen Stock Exchange in September 2016, and became the first listed garden enterprise in the five provinces of Central China. The main business of Nongshang Environment is the design, construction, maintenance and seedling cultivation of landscaping projects, and the main products or services are landscaping construction and landscape design.
The above-mentioned high-tech development, electric connection technology, electric energy shares and other companies, or cut into the semiconductor business, or completely transformed into semiconductor companies, have revealed one point, today's semiconductors have become a battleground for all walks of life.
A number of new companies were established
In addition to the above-mentioned companies entering semiconductors, this year, semiconductor companies such as Cambrian, Huatian Technology, and Sanan Optoelectronics, as well as companies in other industries such as Alibaba, BOE, and iFLYTEK, have consolidated and strengthened their business deployment by establishing new semiconductor companies.
In terms of semiconductor companies, Rockchip spent 30 million yuan to establish an integrated circuit company in Beijing; Huatian Technology plans to set up Huatian Shanghai with 300 million yuan and Huatian Guatai with 493 million yuan, Sanan Optoelectronics and Li Auto jointly invest 300 million yuan to establish a semiconductor company, Huacan Optoelectronics establishes a semiconductor company in Zhuhai, which plans to have a registered capital of 100 million, Luxshare Precision registers 200 million yuan to establish an intelligent manufacturing company, whose business scope includes integrated circuit chip manufacturing, and AI chip company Cambrian establishes a new company Cambrian (Kunshan) Information Technology Co., Ltd. with a registered capital of 100 million yuan.
In terms of automobile manufacturers, Geely, a major automobile manufacturer, established Zhixin Technology, whose business scope includes integrated circuit design, etc.; Geely Maijie invested in Jingneng Microelectronics, and its business scope includes semiconductor discrete device manufacturing; manufacturing of special equipment for semiconductor devices; CRRC Times Semiconductor, a subsidiary of CRRC Times Electric, and GAC Parts, a subsidiary of GAC Group, jointly established Qinglan Semiconductor, focusing on automotive semiconductors.
In the Internet field, Alibaba has established a new information technology company, whose business scope includes the sales of integrated circuit chips; In the Internet of Things industry, BOE has established a new technology company, BOE Shangyi Technology, whose business scope includes integrated circuit design; Dahua Co., Ltd., a provider of intelligent IoT solutions and operation services, invested in the establishment of a new company, which includes integrated circuit chip and product manufacturing.
In the artificial intelligence industry, artificial intelligence software company SenseTime established a new company, which includes integrated circuit design. iFLYTEK, an intelligent voice and artificial intelligence company, invested 2 million yuan to establish a new company, with a business scope including integrated circuit chips.
In addition, New Hope Group spent 100 million yuan to establish a new technology company, the latter's business scope includes integrated circuit chip design, etc., New Hope Group is a private enterprise group with modern agriculture, animal husbandry and food industry as its main business; Chint Electric spent 170 million yuan to establish a new company, including integrated circuit design, etc., and Chint Electric is a smart energy system solution provider.
epilogue
In general, companies entering the semiconductor field come from different industries and have their own merits, and the "different paths" of many companies may bring the development of the semiconductor industry to a higher level. In addition, the cross-border of enterprises in other fields will also make the market more competitive. The semiconductor market has added a number of members, and whether the new members can become the backbone of the semiconductor market remains to be verified by time.