Electronic core news morning newspaper: a new round of semiconductor mergers and acquisitions frenzy

November 09, 2020

Today's core language

In these two days, the semiconductor industry is setting off a wave of mergers and acquisitions. First, the FPGA manufacturer Lattice bought the chip company Silicon Image for $600 million, and the AMD, which is planned to acquire and falter. The form of the semiconductor industry is quietly changing. Especially after China has raised the chip industry to the height of the national strategy, it has laid the foundation for major changes. Once the fuse is triggered, the world's semiconductor resources will be re-integrated. For more information on semiconductor manufacturers' M&A, please pay attention to today's e-newsletter.

Electronic core news Morning News: the semiconductor industry's mergers and acquisitions frenzy

First, the semiconductor

1. Chip maker Lattice acquired Silicon Image for about $600 million in cash. LatTIce Semiconductor, a mobile phone interconnect chip maker, announced on Tuesday that it will buy smaller image company Silicon Image for about $600 million in cash. Lattice pointed out that its offer was about 23.7% higher than the closing price of the stock on Monday. Both companies are engaged in the manufacture of interconnect chips for smartphones and other devices.

2, Shenzhou Godson acquisition AMD: the staged victory of capital means. According to investors' breaking news, China Shenzhou Longxin has formulated a strategic plan to realize the acquisition of AMD. It is worth noting that behind this acquisition plan is the Shenzhou Longxin, which is controlled by the Chinese Academy of Sciences, and leads a consortium of consortia and chip manufacturers. In October 2014, the Ministry of Industry and Information Technology announced that the National Integrated Circuit Investment Fund was established, and this fund adopts the corporate system. The first phase of financing has exceeded 120 billion, focusing on the CPU integrated circuit industry with "Godson" as the mainstay. R&D and mergers and acquisitions.

3. TSMC's transcripts are eye-catching: last year's revenue was the third largest in the world. TSMC smashed the apple pie last year and handed over eye-catching results. In 2014, revenue ranked third in the global semiconductor industry, with an annual increase of 25%. Yonhap News reported that IC Insights data on the 27th showed that foundry leader TSMC's revenue in 2014 increased 25% year-on-year to US$24.97 billion, making it the global semiconductor third brother. It is worth noting that TSMC's revenue has increased rapidly, and its growth rate is the highest in the industry. In 2014, the semiconductor big brother is still Intel, with a total revenue of 51.36 billion US dollars. Samsung Electronics ranked second, with revenues up 8% to $37.25 billion. The fourth is Qualcomm, with revenues of $19.1 billion last year, and fifth, Micron, with revenues of $16.81 billion. The Korean factory SK hynix increased 22% year-on-year to US$15.83 billion, ranking sixth.

Electronic core news Morning News: the semiconductor industry's mergers and acquisitions frenzy

Second, intelligent hardware

1. Oculus announced the establishment of a lab to create virtual reality movies. Oculus, Facebook's virtual reality helmet company, said its new Story Studio internal lab will be dedicated to creating virtual reality movies to help popularize virtual reality helmets and create entertainment communities. “If you develop content, people will flock.” This is the philosophy behind Oculus VR's new internal lab, Story Studio, which is designed to create virtual reality movies and to study the best examples of storytelling.

Electronic core news Morning News: the semiconductor industry's mergers and acquisitions frenzy

Third, smart home

1. Meizu released smart home products. On the afternoon of January 28, just over a month later, Meizu once again held a press conference. In addition to the release of Charm Blue Note Telecom Edition and Charm Blue, it also released two smart home products (Intelligent Fitness Analyzer). And X-Light Smart Light Bulb) and announced its own smart ecosystem strategy. Meizu also released the LifeKit application platform, which can connect smart devices and control operations, and open permissions to all partners. Currently, 100 devices are supported. Meizu Li Nan said that he hopes that smart devices should be able to interact independently. Meizu should open its platform and allow users to choose their own brands. Meizu only wants to make the mobile phone the ultimate.

Electronic core news Morning News: the semiconductor industry's mergers and acquisitions frenzy

Fourth, communication news

1. LeEco officially confirmed its entry into the mobile phone field and announced its mobile strategy for the first time. On January 28th, LeTV officially confirmed its entry into the mobile phone field, and announced the LeTV mobile strategy for the first time. It will realize multi-screen of smart devices such as automobiles, mobile phones and TVs under the cloud-multi-screen ecosystem through the full-end intelligent operating system LeUI system. Seamless connection. LeTV announced that the super mobile phone will be equipped with a full metal casing, equipped with the industry's upcoming top-level chips, exclusive custom screens, etc., and the price will be the best for users. However, the official did not disclose the specific price of the phone.

2, Google fiber network new coverage of four cities: the highest speed of 1Gb. Google announced that the company's high-speed fiber optic network project will cover four more cities, including Atlanta, Nashville, Charlotte and Raleigh-Durham. After last year's research, Google finally selected the four cities from the 35 candidate cities. In order to attract Google to lay high-speed fiber optic networks, these cities have done a lot of preparation, including providing maps and detailed infrastructure information, and planning related convenience policies. Google's high-speed fiber optic network claims to provide users with download speeds of up to 1 Gbps, 100 times faster than conventional broadband.

Electronic core news Morning News: the semiconductor industry's mergers and acquisitions frenzy

Five, car networking

1. Smartphones are married to the car, and the era of China's car networking competition is open. In 2014, from the balance of treasure, Didi taxi to take-out, the traditional industry of the Internet has entered a lot, and at the beginning of the new year, the industry has also hit a heavy news, the Internet has entered the car. On the 27th, Baidu announced that it will work with Audi Hyundai GM's three major car manufacturers to deploy a car network to launch a compatible and powerful car networking solution. In the future, car owners can use voice control, map search, and network songs on the car. And so on, to achieve intelligent upgrade of the car, it is expected that this move will set off a new round of competition in the Internet field.

2. Ministry of Industry and Information Technology: The integration of the two technologies will focus on the development of the Internet of Things. On January 27th, the State Council Information Office will hold a press conference on January 27, 2015 (Tuesday) at 10 am. Mao Weiming, deputy minister of the Ministry of Industry and Information Technology, introduced at the meeting that in recent years, the Party Central Committee and the State Council have made clear requirements for the in-depth integration of informationization and industrialization. The Ministry of Industry and Information Technology has also issued a series of policy measures. obvious. Mao Weiming revealed that in terms of the Internet of Things, last year, the sales revenue of the entire Internet of Things was expected to reach 600 billion yuan, an increase of more than 30%. The comprehensive growth rate of the development of the Internet of Things in the past few years has reached more than 30%, which should be said to fully reflect the strong momentum of development. The Internet of Vehicles is now growing very fast. Already 9 million users have participated in the Internet of Vehicles, and the growth rate is constantly being refurbished.

Electronic core news Morning News: the semiconductor industry's mergers and acquisitions frenzy

Sixth, new energy

1. A major breakthrough in graphene technology: or a key to improving battery performance. Recently, Korean material scientists published the latest research results of graphene in energy storage applications in Materials Chemistry, which attracted the attention of researchers from all over the world. The eight authors of this paper sprayed hazy graphene oxide into a high-temperature organic solvent to form velvet particles suitable for the electrode, and discussed the results of their mist-assisted deep-explosion process. This technology provides a simple, versatile method for manufacturing electrode materials on batteries and supercapacitors, and has the potential to increase the energy efficiency and power density of electrical storage devices.

Electronic core news Morning News: the semiconductor industry's mergers and acquisitions frenzy

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