On April 8, Ziguang Co., Ltd. announced that the company’s chairman, Mr. Zhao Weiguo, has resigned from the company’s director and chairman due to busy work. After resigning, Mr. Zhao Weiguo no longer holds any position in the company. In addition, according to the announcement, the controlling shareholder Ziguang Communication recommended Wang Huixuan as the candidate for the non-independent director of the seventh session of the Board of Directors.
The legend of the "hungry tiger" era - Zhao Weiguo
Talking about Ziguang Group Zhao Weiguo had to mention its “hero†deeds. After Zhao Weiguo’s master's degree in 1996, he joined Ziguang Group as the deputy general manager of Ziguang Group's automation engineering division; in 2009, he served as the chairman of Ziguang Group; 2017 In November, Ziguang announced that before the company’s board of directors appoints a new president, chairman Zhao Weiguo will assume the duties of the president.
At the same time, during his tenure, Zhao Weiguo acted decisively and vigorously. He presided over M&A Spreadtrum and Rui Dike, entered into equity cooperation with Intel, and acquired 51% equity of Xinhua San Group, raising the international value of Ziguang Group and making Ziguang Group become China's chip leader. Based on a series of perfect acquisition events, the industry sent Zhao Weiguo the title of “hungry tigerâ€.
In 2017, Ziguang Group's operating revenue was 1.83 billion yuan, an increase of 28.94% year-on-year. Among them, smart security chip revenue of 778 million yuan; special integrated circuit business revenue of 516 million yuan; memory chip business revenue of 335 million yuan, an increase of more than 70%; crystal business revenue of 160 million yuan, accounting for the company's total revenue of 8.82 %.
In the past, Ziguang Group’s “wild†development approach has allowed the company’s performance to remain profitable, but it is obviously unrealistic to pursue the goal of becoming a global leader in the industry through mergers and acquisitions. After experiencing a series of mergers and acquisitions failures such as Western Digital, Micron, and Yangtze River Storage, the sharp minions of the Ziguang Group appear to have flattened and turned to overcome technical difficulties such as circuit design and memory chip design.
In fact, Ziguang Group understands that only when the strength of independent R&D is enhanced can it gradually break the monopoly of domestic capital enterprises. Judging from the development of the integrated circuit industry at home and abroad in recent years, Ziguang Group is undoubtedly in a period of rapid development. So why did Zhao Weiguo withdraw and leave at such a critical moment? In the early days, in the "Made in China 2025" plan, it was explicitly stated that the government will set a 40% chip self-sufficiency rate in 2020 and 70% in 2025 as a grand goal. Ziguang Group, as the "national team," naturally bears the brunt of this effort. Struggling, but with China's chip industry self-sufficiency rate of less than 10%, the Group's pressure is also very great, and Zhao Weiguo, chairman of the Ziguang Group, who is also a few people, can be said to be under pressure, has been It is not difficult to understand that China’s integrated circuit industry has contributed to the development and it is now difficult to understand why it resigns on the ground of heavy workload.
From Core to Cloud: The Next Step of Ziguang Group
When Zhao Weiguo resigned from the crisis, Zhao Weiguo said at the China Electronics and Information Expo that after resigning, he will focus on the strategic work of the group from the core to the cloud. The company will invest 100 billion US dollars in the next 10 years for development. Chip industry. At the same time, as Wuhan Yangtze River's investment funds are in place, the company can achieve small-scale mass production in 2018.
In Ziguang Group, the chip industry is dominated by Ziguang Guoxin, and the cloud industry is dominated by Ziguang and Spreadtrum. It is reported that after Zhao Weiguo resigned, Yu Yingtao will replace him as the chairman of Ziguang Stock Co., Ltd., mainly to promote the implementation of Ziguang Group's "cloud service" strategy and Ziguang Group's "cloud network" strategy. Yu Yingtao believes that the "violet public cloud + Xinhua three private clouds" can form a two-wheel drive effect. This is also very consistent with the short-term development strategy of the Ziguang Group.
If the early acquisitions of Spreadtrum and RDA were focused on the field of smart terminal chips, this strategic level of action should also include signing with Intel; from the controlling Xinhua 3, Zhao Weiguo’s investment has clearly exceeded the smart terminal. Category, focus on the cloud memory chip.
In fact, the main reason for Ziguang Group’s strategic shift is the continuous increase in global cloud storage requirements. According to statistics, this is evident from the revenues of Samsung, Micron and SK Hynix’s three major memory chip suppliers in recent years.
Chinese chip industry wants to transform
When talking about Ziguang Group, we have to mention another major chip giant in China, SMIC, according to the SMIC's annual report data, we can see that although the yield of its 28nm chip mass production has improved a lot, in the 14nm process technology The research and development also achieved certain results, but the gap between the 7-10nm process of TSMC, Intel, and Samsung is still not small, but the only advantage is that SMIC is currently taking its own R&D path.
For 2018, SMIC stated that as the growth of smart phones slowed down, the driving force behind the growth of the industry shifted to high-performance computing products based on advanced processes. The competition for mature processes became fiercer and price pressures continued to increase. At present, the company is in a transitional transition period, with challenges and opportunities coexisting. In the future, the company will continue to increase R&D investment, accelerate the research and development of advanced process and key mature process platforms, and make full preparations for the technology.
Ziguang Zengrui CEO Zeng Xuezhong stated that Ziguang Zengrui still has gaps in product technology patents with international giants. However, these years have accumulated advantages through technological innovation. Currently, he is the only company in the industry that can compete with international counterparts in the entire industry. We must see both the gap and the advantage.
In recent years, with the gradual increase in the resistance to capital mergers and acquisitions, the road to mergers and acquisitions has become more and more difficult, and domestic leading companies such as Ziguang Group and SMIC have turned to independent research and development roads after several failed mergers and acquisitions, but R&D really Is it easy? It should be noted that even if the dividends of the national policy continue to increase, the future road to R&D will remain elusive. After all, talents do not come overnight and it takes time to accumulate.
summary:
At present, China's IC industry is still highly dependent on foreign countries, and the United States, South Korea, China Taiwan and other places still occupy technology-leading advantages. It can be expected that for a long time to come, it will be an important strategic transformation and opportunity period for the development of China's integrated circuit industry.
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