Domestic EDA enterprises are favored by capital

Recently, the financing news of domestic EDA companies has been increasing

On September 2, the EDA solution company Guowei silxin announced the completion of a new round of several hundred million yuan financing.

This round is led by Xinxin financial leasing, an industrial financing institution under the big fund, and Zhongqing Xinxin, an asset management institution. The investment is followed by well-known investment institutions such as SDIC venture capital, Shanghai semiconductor equipment and materials industry investment fund, Pudong Science and technology innovation group and Junlian capital. At present, Shanghai Lingang science and Technology Innovation Investment Co., Ltd., the investor, continues to make additional investment; the controlling shareholders and employees of Guowei silxin Also actively participated in this round of financing.

The EDA tool independently developed by SMIC is an essential tool for functional verification in VLSI design process. The funds raised in this round will be used to build a full process digital EDA tool platform.

On October 16, after obtaining the government’s guidance fund support, xinhuazhang announced the completion of the 100 million yuan pre-A round of financing, led by Yunhui capital, and participated in the investment by Dazu Changqing and Zhenge funds

On November 9, xinhuazhang completed nearly 100 million yuan of pre-A + round financing, led by Hillhead venture capital, participated in the investment by SMIC Juyuan and Songhe capital, and continued to follow the investment by Yunhui capital and Dazu Changqing.

On December 9, xinhuazhang announced the completion of round a financing of more than 200 million yuan, led by Gaorong capital, participated by Wuyuan capital (formerly Chenxing capital) and Shanghai Yuhan, and the existing shareholders of the company continue to follow the investment in this round.

In other words, the company will complete three rounds of billion yuan level financing in two months.

Xinhuazhang company is committed to the research and development, production, sales and technical services of new generation EDA intelligent software and system. This round of financing will be mainly used to attract and motivate global R & D talents and cross-border R & D talents, and support the company’s overall layout of eda2.0 technology research and product development.

Kitty comments:From these financing, we can see that capital investment in EDA companies is a big sum, which means developing domestic EDA at all costs? Financing can be seen from two aspects.

First of all, we know that EDA software and semiconductor manufacturing equipment are the core links of semiconductor’s two major bottlenecks. In the current situation, the urgency of its development is clear. From this point of view, we really need to make great efforts to promote it.

Secondly, EDA software is a technology intensive industry, mainly relying on experienced technical experts and R & D engineers, so a heavy investment of EDA company is labor cost. Due to the weak development of domestic EDA, domestic EDA R & D personnel are very scarce. And the development of EDA software involves professionals in physics, mathematics, microelectronics, computer, artificial intelligence and other aspects. So financing will help domestic EDA companies to attract talents.

Moreover, EDA software research and development should be able to endure loneliness. On the one hand, it is necessary to do business deployment and keep close contact with customers. On the other hand, it is also necessary to continuously invest in research and development. In addition, it is also necessary to promote the establishment of domestic EDA ecology and cultivate domestic EDA talents. All these inputs are necessary.

To some extent, the significance of domestic EDA investment has exceeded the pursuit of its market scale. It has to go through a process from scratch.

However, in terms of talents in the semiconductor industry, the salary of R & D personnel related to integrated circuits has gone up, especially the relatively scarce talents, which are in great demand from time to time. In the long run, it is a good thing that practitioners in the IC industry are paid attention to. But I also believe that the talent market will return to the rationality of the market at an appropriate time.

Samsung decides to cancel mobile phone charger and headset. Will domestic manufacturers follow up?

Samsung’s smartphones will follow Apple’s example and will not include chargers and headphones in the upcoming Galaxy S21 series, according to a new document submitted by Samsung to Brazilian regulators, foreign media reported on December 8.

Not long ago, apple said it would no longer provide power adapters and headphones from the iPhone 12 series for environmental reasons. Interestingly, after Apple announced the cancellation of chargers and earphones in the iPhone 12 series, Samsung made an allegory in the publicity map.

Simon comments:From apple to Samsung, it seems that it has become the consensus of the industry to cancel the charger attached to mobile phones. Then there is a question, will domestic mobile phone manufacturers follow up?

It is worth noting that both apple and Samsung are very cautious in their progress in the field of mobile phone charging, so that Apple’s 15W wireless charger MagSafe has its advertising slogan “charging too fast”, which is really enough for cyberpunk.

In contrast, domestic manufacturers have come to 120W fast charging, wireless charging power has reached more than 80W, and apple and Samsung’s products seem not in the same era. This also proves that domestic manufacturers have invested a lot of R & D funds in fast charging technology, and have made its own characteristics.

Therefore, domestic manufacturers will still take fast charging as a selling point for the time being, and will not follow up these operations of Samsung and apple.

However, in the long run, without chargers and earphones, manufacturers can not only save a lot of costs, but also reduce a lot of after-sales expenses. For example, maintenance problems caused by chargers and many failures caused by using third-party chargers can not be repaired free of charge.

However, manufacturers who keep chargers will inevitably be favored by consumers, which requires enterprises to measure whether profit or reputation is the priority.

Apple starts developing modems

John srouji, Apple’s senior vice president of hardware technology, said in an internal meeting recently that apple is developing its own modem component for the iPhone of the future, according to the report of Peng Bo. “We started the internal development of the first mobile modem component this year, which will lead to another key strategic change. This kind of long-term strategic investment is an important link for us to build our products. It can help us prepare rich innovative technologies for the future. ” Srouji is said to have said so at the meeting.

This year, apple returned to use Qualcomm’s modem chip on the iPhone 12 series. Although the two sides have signed a new licensing agreement for six years, apple, which has already paid for Intel’s mobile modem business, is obviously more inclined to start its own business. There has been news that apple is poaching people from Qualcomm, but the development of modem has a long way to go, and it is not known when Apple will give up its products.

Lily comments:Qualcomm’s latest X60 modem puts the iPhone 12 behind Android, which will be available in early 2021. Obviously, X60 will be better than x55. Snapdragon X60 baseband adopts 5nm technology. The theoretical downlink rate can reach up to 7.5gbps, while the downlink rate can reach 3gbps. It supports all major frequency bands of global millimeter wave and sub-6ghz, as well as 5g carrier aggregation, global multi SIM card function, independent (SA) and non independent (NSA) networking mode and dynamic spectrum sharing (DSS). The new Android flagship with snapdragon 888 chip and X60 modem will bring consumers a better experience, which will put Apple’s iPhone 12 in a disadvantageous market position.

If Apple can use its own modem, it will cooperate with its own software ecosystem and have its own baseband chip, which can also make Apple’s products more different from other competitive products. Apple’s own modem research and development is obviously focused on the long-term ecological and hardware integration strategy, making the future iPhone 5g products more unique and enhancing the price of its products Value and user experience.

Samsung plans to convert DRAM production line to CIS production line to catch up with Sony

Recently, it is reported that Samsung plans to convert a DRAM production line into a cis production line in 2021, increasing the CIS production capacity by 20%, so as to narrow the production gap with Sony. At present, Samsung’s global market share is far less than that of Sony. Data show that from July to September 2020, Samsung’s share is 21.4%, while Sony’s share is 44.2%.

Carol comments:With the gradual expansion of 5g mobile phone, automatic driving and robot markets, the market demand for CIS, which plays the role of eye function of these related products, has increased sharply. Samsung Electronics has also decided to catch up with Sony, the leading enterprise in the CIS market.

Yongin Park, executive vice president of Samsung’s photosensitive components business, said recently that CIS orders of more than 108 million pixels have increased, but the output is limited. Next year, a DRAM plant should be converted into a cis production line. According to industry analysis, Yongin Park may refer to the production line of Huacheng factory, which mainly uses 12 inch wafers to produce DRAM.

At present, Samsung’s CIS has a monthly output of 100000 pieces and an annual sales volume of US $4.26 billion. After converting the DRAM production line into CIS production line, Samsung’s monthly output is expected to increase to 120000-130000 pieces, and the output gap with Sony will be greatly narrowed. At present, Sony has invested 100 billion yen to build a new CIS production line in Nagasaki county. The goal is to complete it in 2021, when Sony’s monthly production will increase to 138000 pieces. Sony aims to increase the global market share of cis to 60% by 2025.

Sony’s vice president and CEO said earlier that the US ban on Huawei’s export control had an impact on the company’s CIS business. From July to September in 2020, Sony’s image sensor sales fell by 2% compared with the same period last year. At the same time, Sony also lowered its sales target of image sensors from April 2020 to March 2021 to 820 billion yen from 870 billion yen, a year-on-year decrease of 12%.

Nevertheless, Samsung is expected to have a long way to go before it can catch up with Sony in the CIS market.

Saifang technology releases the world’s leading high performance processor core Tianshu series

On December 10, saifang technology released the world’s leading high-performance processor core — Tianshu series processor based on risc-v. The processor is based on 64 bit risc-v instruction set architecture. In TSMC 7Nm process, its main frequency reaches 3.5GHz, specint2006 test value is 31.2, and Dhrystone test result is 5.6dmips/mhz, which is much higher than the existing risc-v processor in the industry.

The IP core used by the processor is unknown, but saifang technology mentions that Tianshu processor adopts 12 level pipeline, has out of order execution, superscalar design, and supports vector operation and virtualization technology. The processor is likely to use the u84 core.

Leland comments:Although the coremark test results of Tianshu processor have not been released yet, it is undeniable that this is a top risc-v processor, which is in the same echelon as the xuantie 910 of Ali pingtouge. Since last year’s announcement of the core of u84, there has not been much relevant information, but this series of high-performance risc-v processors will be a strong competitor of the cortex-a7x series.

In addition, hardware virtualization is particularly important for the future development of risc-v. the ability to run KVM and other virtual machines will bring unlimited opportunities for risc-v ecology. It is understood that Ziguang’s Xinhua three semiconductor has adopted saifang technology risc-vu7 series processor to pass the test verification, and is used as the next generation of high-performance network processor. The emergence of more and more high-performance risc-v processors supporting Linux also means that risc-v is ready to enter the market with higher requirements for computing performance, such as data center.

The largest increase in global semiconductor capital expenditure wafer foundry

Recently, icinsights published a brief introduction of the capital expenditure and pre capital expenditure rate of semiconductor sub categories in recent years on its official website. According to the articles published by icinsights, it can be found that in 2018 and 2019, the global semiconductor expenditure will be US $106.1 billion and US $102.5 billion respectively, and it is expected to be US $108.1 billion in 2020, an increase compared with 2019.

Kevin comments:From the table released by icinsights, it can be seen that the capital expenditure of wafer foundry accounts for 34% of the total expenditure, with the highest proportion in all sub sectors and the highest growth rate, 38% compared with that in 2019. This is related to more and more advanced manufacturing technology. The capital expenditure of 7Nm and 5nm is relatively high, and the capital expenditure of 3nm will be higher in the future. According to the data obtained by icinsights, almost all of the capital expenditure growth of wafer foundry focusing on 7Nm / 5nm process comes from TSMC.

At the same time, icinsights also predicts that the capital expenditure of global belt and road projects will increase by about US $10.1 billion in 2020. Of these US $10.1 billion, SMIC international will account for about 39% and TSMC will account for 20%, accounting for nearly 60% of the total growth rate.

In addition, the capital expenditure of MPU / MCU is expected to be US $15.5 billion in 2020, 8% lower than that in 2019. This period of time, the shortage and price increase of MCU are a headache for the industry, which may be related to this year’s capital expenditure.



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