Shenzhen Rongde Weiye Electronics Co., Ltd.
As the trade friction between China and the United States has intensified in recent years, the US government has included a number of leading domestic high-tech terminal manufacturers such as Huawei, ZTE, Dahua Technology and Hikvision in the list of export control entities, and there is a long-term trend. ; Under the globalization strategy of domestic terminal manufacturers, they began to worry about their own supply chain security issues, and leading terminal manufacturers to avoid risks, the "de-Aization" process continued to strengthen;
What's interesting is that with the "de-Aization" of leading terminal manufacturers in various industries, other terminal manufacturers in the industry have moved out of the "herd effect"; at the same time, domestic components have been stimulated in terms of technology, market response and service. , Have formed a virtuous circle; among them, the progress of domestic analog IC is particularly obvious.
Analog chip and digital chip
According to the continuity of the signal to time, the signal is divided into: digital signal and analog signal. A chip that can process analog signals is called an analog chip, and a chip that can process digital signals is called a digital chip;
The function of power management products is the step-down, step-up, voltage stabilization and voltage reversal of the circuit; including: linear regulator LDO, DC/DC switching regulator, power MOSFETs, LED driver, etc.;
The function of signal chain products is the amplification, frequency conversion and filtering of analog signals; including: amplifiers, converters, comparators, analog switches, etc.;
The performance of the two global semiconductor simulation giants TI and ADI
Since 2019, TI and ADI have been caught in agency adjustments and Sino-US trade frictions, and their performance has continued to decline; while domestic terminal manufacturers have actively introduced domestic analog IC products, and domestic chip agents are also keen on "domestic substitution" and actively seek Cooperation with domestic chip manufacturers
Texas Instruments:
Revenue: about 14.3 billion U.S. dollars in 2019 and about 15.7 billion U.S. dollars in 2018, a year-on-year decline of nearly 9%;
In terms of net profit: approximately US$5.017 billion in 2019 and approximately US$5.58 billion in 2018, a year-on-year decline of nearly 10%;
Yadno:
In terms of revenue: approximately US$6 billion in 2019 and approximately US$6.2 billion in 2018, a year-on-year decline of nearly 4%;
In terms of net profit: approximately US$1.4 billion in 2019 and approximately US$1.5 billion in 2018, a year-on-year decline of nearly 10%.
Performance of domestic analog manufacturers
Shengbang shares:
Revenue: about 790 million yuan in 2019, a year-on-year increase of nearly 40%;
In terms of net profit: about 170 million yuan in 2019, a year-on-year increase of nearly 70%.
In the first quarter of 2020, operating income was 190 million yuan, a year-on-year increase of nearly 72%; net profit was close to 30 million yuan, a year-on-year increase of nearly 92%;
Thrip:
Revenue: about 300 million yuan in 2019, and about 120 million yuan in 2018;
In terms of net profit: net profit is about 71 million yuan, which is about -8,819,400 yuan in 2018;
General Manager Ren of Rongdeweiye pointed out:
The localization of electronic components is becoming more and more obvious, especially the application and development prospects of analog chips in emerging fields such as 5G, Internet of Things, and automotive electronics. (In addition, digital chips are not to be outdone. Huada Semiconductor, our agent, has also recently launched automotive grades. MCU); China's analog chip market is huge, accounting for 50%+ of the global market, and the market capacity is considerable;
We are optimistic about the future. The demand for domestic substitution is strong, and from the perspective of performance, the state of rapid growth; but the volume of domestic analog IC manufacturers is far from the international giants such as TI and ADI, and the future growth of domestic analog IC manufacturers can be expected;
At the same time, domestic analog chips have promoted the improvement of chip design capabilities in the field of innovative applications, thanks to the good interaction and cooperation between the leading terminal manufacturers and the original analog chip manufacturers, and the feasibility of replacement is optimistic.
3PEAK Journey
•The company was established in 2008, with 4 offices, and obtained the first round of venture capital at the same time;
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•In April 2020, the application for listing on the Sci-Tech Innovation Board was accepted. This is the first project that has entered the IPO stage after Huawei established its subsidiary Hubble Technology as a domestic investment platform in April 2019;
In the past 12 years, Si Ruipu has accumulated a lot of technical experience in the field of analog chips, and its products cover related analog chip products in the field of signal chain and power management;
3PEAK's focus on the market
3PEAK does not follow the trend, mainly focusing on the mid-to-high-end non-consumer market; in recent years, it has made great strides in the communications, industrial control and monitoring markets; it has been recognized by leading terminal manufacturers in the industry in terms of product low power consumption, consistency, and reliability;
After struggling for more than 10 years, Si Ruipu has become one of the best analog IC companies in China
Mr. Ren, general manager of Rongdeweiye, said:
The life cycle of analog IC can be as long as 10 years. 3PEAK has the potential to be a full-series analog chip product company (speed, resolution, power consumption, high signal-to-noise ratio, low distortion, low power consumption, high stability, etc.) Accumulated rich experience in parameters; typical such as: precision analog-to-digital converter TPC116S1, the overall performance exceeds that of similar products in Europe and the United States
Combining the characteristics of 3peak products and our company's related customer base, we are a pretty good choice to represent the 3PEAK Siripur production line; in the future, we hope to bring a win-win situation to the customer and 3PEAK in three aspects; we will also explore more What a good product line, to make some contributions to the road of domestic replacement.