The last week, the domestic radio industry has undergone a big event.
According to reports, UNICE passed the representation of Gaintech Co. LIMITED, which would have a total of approximately $ 40 million, a total of 19,098,449 shares of local PA faucet (Vacnchip). From the domestic media response, this seems to have an irrelevant transaction.
However, there is an industrial-in-law-in-law to tell the semiconductor industry to observe reporters, comprehensively consider the status of VANCHIP and the status quo of the international and domestic RF industry, this time I entered the stock vanchip, from a certain point of view, representing the country-oriented mobile radio frequency window is being closure.
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A long-awaited sniper
In-line insider tells the semiconductor industry to observe reporters, and say that Lianfa is a shareful Vanchip, it is better to say that this is a long-awaited sniper.
According to informed people, from 2018, Lianfa's PA has begun to sniper Vanchip. The specific approach is to quote the same customer with a lower price after Vanchip quoted to the customer. Through this way of this hurt, it has been playing the sales of VANCHIP and the gross profit margin, so that they will be struggling in 2018, and they also hit the price of 4G PA from one dollar bill. In this environment, Vanchip "is committed to helpless" accepted the shareholding of Liaotai.
"Lianfa is also very low for Vanchip's valuation", and the insider is saddened. For Lianfa, they have new chips in front of the radio frequency.
In the article "MTK acquisition of the new pattern" MTK acquisition of the new pattern, domestic PA manufacturers or face-to-life crisis ", we have mentioned that UNAVIC has been accommodated for RF PA business, and they have established a PA company source. In 2007, the 31.55% shares were obtained from BenQ Electronics, and became the largest shareholder of Jinda. By the beginning of 2017, UNICET officially took the remaining equity in the event, and he won it.
VANCHIP as a domestic PA boss, although there is no great advantage compared with the girro. But because of the vast product lines and customers, this may be a nice complement to MTK.
According to the information, VANCHIP was established in 2010. The company launched 2G VC5262 in 2012, in 2013, the company's mass production was 100m. In 2015, the shipments reached 500m, as of 2017, the shipments were charged more than 1 billion. In the 4G PA, they are also a well-deserved leader in China.
According to the semiconductor industry observation reporter, VANCHIP ordinary screen 4G PA took the lead in mass production in 2016, and the full screen 4G Pa is also the first domestic production in 2018. VANCHIP 4G PA performance and stability is the best in domestic RF front-end chip companies. It is also the largest shipments. The top three design companies in China have been introduced. Brand customers have entered Millet supply chain, other brand customers are also importing.
However, the industry's senior person tells the semiconductor industry to observe the reporter, from the line of the product line and technology layout of Van and Vanchip, the two seem to be prosperous, I can't think of the reasons for the two companies in Lianfa. But if you look at the current market's current situation, this may be more layout of a high-level strategy.
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A different past business
In the past, the radio front end and SOC have different suppliers, and everyone provides superior service to the downstream manufacturers in the field of expertise. After years of development, Qorvo, Skyworks, New Boyong and Village and Village, formed Qorvo, Skyworks, New Broadong and Village, formed in the field of radio frequency, and China's several manufacturers were striped. On the SOC of the mobile phone, there are also high-pass, UNAVIC and Zi Guangshui three-pointed all over the world.
However, after the rapid development of smart phones over the past decade, the communication network has also walked 4G from 2G, and will soon will go back to 5G. More opportunities for RF PA.
According to Yole's forecast, the market size of RF front ends in 2023 will reach $ 35 billion, an increase of 130% over the 2017 US $ 15 billion, and the complex growth rate is up to 14% in the next six years. The market size of the power amplifier (PA: POWeramplifier will increase from $ 5 billion in 2017, an increase of 7 billion US dollars in 2023, and the compound growth is 7%. Others such as switches, filters, and LNAs are also improved. This is one of the reasons why mobile SOC manufacturers enter this market. In addition, there is an important reason, that is, the strategic level decision.
Informed people tell the semiconductor industry to observe reporters. In the early years, RF PA often exhibits out of stock, which has affected mobile SOC shipments. To this end, mobile phone SOC manufacturers want to enter this industry to help solve this problem to facilitate selling more goods. In the 5G era, while the manufacturer also needs to be compatible with the multi-frequency multi-frequency multi-frequency, it will undoubtedly make the radio frequency more complicated. When the mobile phone SOC also wants to pass some of the way, let The whole thing has developed more smoothly, which is why Qualcomm and Violet Exhibition are focused on this field.
Taking Qualcomm as an example, according to the semiconductor industry observation, this world-leading mobile SOC manufacturer began to engage in radio frequency related work from 2010, and the company has acquired and complement each other metal oxide semiconductor (CMOS) power. Amplifier (PA) Supplier Black Sand, is to strengthen the competitiveness of RF360 solutions. Although the layout of Qualcomm on CMOS finally declared failed, they quickly turned to arsenide PA, embodied their attention to this market. Some joint ventures have been jointly funded in the past few years, increasing investment in radio frequency, and the company has benefited a lot. After the acquisition of the Exhibition, Ziku Group came in to set up a violet, mainly in the RDA's capacity.
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The layout of the two will also make itself a push-to-agent that develops inadequil technology in mobile SOC to the front desk, step up the layout of this.
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Domestic mobile radio start industry window is closed?
From the previous paragraph, we can see that the independent of the three manufacturers in the market, MTK, and violas are exported to have their own RF services. After many reinforcements, their influence in this regard is not yet. If they sell methods, they can not only reduce the cost of customers, but also reduce development and matching time. For them, there can be some additional income. Furthermore, similar Hua is also invested in this industry, this is a huge impact on the third-party PA and even the entire RF supply chain. This is also a small challenge for the entire domestic RF supply chain manufacturer. Especially after Vanchip has been associated with Union, they interpreted a relatively pessimistic signal.
As the largest PA manufacturer in China, VANCHIP is still unable to hold back to the mountains when they have the biggest attack between the competitors. This gives other radio related manufacturers a warning: if they face the same situation, it is estimated that the completion will be worse.
From the status quo of the product, now foreign 4G PA has been developed abroad. The local land is only shipped, and it is impossible to compare foreign manufacturers in high ends. In the high 5G era, the local manufacturers can do, which is also obvious.
Before this, the industry has also said to the semiconductor observation report at the beginning of the year. Everyone has confidence in the market, in order to further develop, he even feels that domestic RF manufacturers will usher in a wave of integration , Do a big strong home RF industry. But now even the leader has embarked on such a road, this impact brought to them is difficult to calm.
For those who are committed to building a local radius supply chain, what is the future card, this is another new topic. Semi-veteran persons told the semiconductor industry to observe reporters, with the starting point of Lianfa stock vanchip, and the window of domestic mobile radio start is gradually closed.
What do you think about this view?
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