Share the QR code with wechat scanning code < / P > < p > to friends and circles of friends < / P > < p > [text / observer network Lv Dong] < / P > < p > just won Ziguang group, has Zhilu Jianguang taken action < p > at noon on January 26, Nikkei Asia quoted informed sources to report that Ziguang group has terminated Chongqing memory project and Chengdu hard disk chip project, and the new Zhilu Jianguang consortium is trying to reverse the company's serious debt situation. Meanwhile, purple group is also preparing to make major personnel adjustments to its key subsidiary and Chinese mainland's second largest mobile chip manufacturers, including purple light, to enhance its competitiveness in the field of 5G mobile phone chips. p> < p > observer.com contacted Ziguang group and Ziguang zhanrui respectively on this matter, and the other party said they would not comment for the time being < p > after Hisilicon gradually withdrew from the mobile phone chip market, Ziguang zhanrui was regarded as the successor of the former, and its market share increased significantly in the past two years. Sravan kundojjala, deputy director of mobile phone component technology services at strategy analytics, told observer.com that Ziguang zhanrui's smartphone processor shipments increased by 74% in the third quarter of 2021, ranking fourth in the world, but most of the shipments are concentrated in 3G, 4G and medium and low-end markets, with 5g chips accounting for less than 1% According to Japanese media reports, one of the two projects terminated by Ziguang group is the Chongqing dynamic random access memory (DRAM) project. Previously, Ziguang group hired Yukio Sakamoto, former CEO of Japanese chip company Elpida, to take charge of DRAM business, and planned to use Sakamoto's experience and contacts to form a team of more than 100 people in Japan, and then mass produce advanced DRAM products in Chongqing. However, people familiar with the matter said that the recruitment work failed to proceed smoothly as expected, and Ziguang group also encountered financial crisis. In addition, it was difficult to obtain advanced semiconductor equipment under the obstruction of the United States. Sakamoto left Ziguang group in the second half of last year. The news was confirmed by Sakamoto's spokesman < p > the observer network found that Ziguang group began its layout in the DRAM field several years ago. In June 2019, the company announced the establishment of DRAM business group; In August, it signed a plant construction agreement with Chongqing municipal government. It is expected to start construction at the end of the year and realize mass production in 2021. But COVID-19 delayed the company's plant plan. Japanese media reported in June 2020 that Ziguang group plans to postpone the construction of Chongqing DRAM plant until the end of 2020, and is expected to achieve mass production in 2022. At that time, it was revealed that Ziguang planned to invest 800 billion yuan in DRAM business within 10 years < p > DRAM is a common volatile memory, which is widely used in mobile phones and computers. At present, this field is dominated by American and Korean manufacturers. In the third quarter of 2021, Samsung, SK Hynix and micron accounted for 94% of the global DRAM market share, showing a highly concentrated trend. The representative manufacturer of DRAM in China is Changxin storage. The project was launched in May 2016 and put into operation in September 2019. At present, it is still improving its production capacity. Fujian Jinhua is also a domestic DRAM enterprise, which was suspended due to patent disputes between micron and liandian. However, the Fujian Provincial Department of industry and information technology announced in February 2021 that Jinhua 25nm memory chip has realized small batch trial production < p > according to government documents and informed sources quoted by Japanese media, the second chip project terminated by Ziguang group is located in Chengdu, Sichuan. The company originally planned to invest US $24 billion to build a 3D NAND flash memory chip (a non-volatile memory) factory in Chengdu. A so-called source said that Ziguang group had hoped that the Chengdu project could replicate the success of Wuhan Changjiang storage. At present, Changjiang storage has become a representative manufacturer of domestic flash memory chips, and the technology has gradually caught up with the mainstream manufacturers, but the global market share is still quite low (about 1% by the end of 2020), and the market dominance is still in the hands of manufacturers in the United States, Japan and South Korea < p > there were signs before these two chip projects were cancelled. At the end of 2020, Nikkei Asia reported that due to the debt default of Ziguang group, the memory chip projects in Chongqing and Chengdu have been seriously delayed and may be cancelled. In July 2021, because Ziguang group failed to solve the debt crisis, it was applied for bankruptcy and reorganization by creditors. At the end of 2021, the consortium composed of Zhilu assets and Jianguang assets became the strategic investor of Ziguang group, responsible for solving the huge debts of Ziguang group up to 100 billion. This strategic restructuring plan has been approved by the court recently < p > the specific situation of Ziguang group shares held by Zhilu construction and broadcasting consortium is not clear. Roger Sheng, Senior Semiconductor analyst at Gartner, a research firm, said that compared with the early supporters of Ziguang group, Zhilu Jianguang consortium is regarded as having better commercial and political relations and has a lot of successful experience in overseas asset acquisition. He also pointed out that the debt crisis of Ziguang group has ended. With the entry of new investors, there may be a lot of personnel restructuring and changes, so the previous agreements reached with local governments also need to be reviewed and adjusted < p > will there be a personnel change in Ziguang zhanrui < p > a person familiar with the matter quoted by Japanese media said that in addition to restructuring the chip manufacturing project of Ziguang group, Zhilu Jianguang consortium also outlined the plan to integrate Ziguang zhanrui's R & D resources and adjust the company's management team. The insider said that the goal of adjusting the management team is to make Ziguang zhanrui more competitive and gain market share in 5g field < p > the pillar business of Ziguang zhanrui is the design of mobile phone processors. After Hisilicon gradually withdrew from the mobile phone market because the chips could not be OEM, zhanrui was also regarded by the market as the hope of domestic mobile phone chips. Recently, according to a financial data provided by Ziguang zhanrui to observer.com, the company's revenue in 2021 was 11.7 billion yuan, a year-on-year increase of 78%. Among them, the revenue of consumer electronics business increased by more than 60% year-on-year, and the revenue of industrial electronics increased by more than 120% year-on-year < p > Ziguang zhanrui told the observer that according to the first three quarters ranking of trendforce's global fabless (pure design company) top 10, the annual revenue is expected to exceed US $1.68 billion, which is expected to enter the list in 2021. The company's revenue is 11.7 billion yuan, about US $1.83 billion, or will be listed in the global fabless top 10 in 2021 < p > Ziguang zhanrui was merged from Spreadtrum communications and radico in 2018. Chu Qing, CEO of the company, is the founder of Hisilicon wireless mobile phone and base station chip team. In recent years, zhanrui has made significant progress in the global smart chip market. Previously, it accounted for a relatively small proportion in 2018 and 2019, and was included in "others", & nbsp; It has been counted separately since 2020, with a market share of 4%. In the second quarter of 2021, the growth doubled to 8.4%, and further increased to 10% in the third quarter < p > judging from the market situation in the past year, zhanrui's high revenue this time is inseparable from its own technology accumulation ?
2023-03-22 10:04:49