1, mediatek chips as qualcomm delivery;
Benefit from the second half of the middle and lower order smartphone market better than expected, mediatek smartphone chip shipments will challenge this year 500 million, in the autonomous development of mobile phone brand factory chip market, mediatek shipped already matches the biggest rivals qualcomm, let the market once again sit up and take notice.
Peoplethink, mediatek to rush shipments is high, the threat of qualcomm and at the same time, the next test, is the production and marketing plans of the future must be more precise, to avoid frequently appear out of stock or inventory. At the end of 2015, the market namely, mediatek internal tendency to set a positive shipment target, set in 2016 smart phone chip shipments challenge 480 million sets of high level, up twenty percent over 2015.
However, mediatek at that time, in addition to deny that 480 million sets of Numbers, but more choice is not in the first year for the first time said at the meeting, to provide annual shipments forecast. Mediatek shipments forecast this year for the seasonal products, is also the first substitution of smart phone and tablet computer chip combined calculation, in the first half of the year, for example, two products in the first shipments of about 100 million sets, season 2 forecast for 130 million to 140 million.
In the context of the market, the tablet market this year is still a slight decline, coupled with mediatek wisdom about 45:55 mobile phone chip, the second half of the shipments, estimate of the supply chain, mediatek smart phone chip shipments this year is expected to close to 500 million sets, superior to the end of the forecast.
If mobile phone chip supply chain thought, mediatek conducted 4 quarter shipment smoothly, make shipments to 500 million sets, throughout the year will be deducted from apple, samsung, using their own mobile phone chip manufacturers such as huawei, in the application processor and the number of base band chip of a complete set of shipment, almost as global leader qualcomm.
Mediatek shipped 500 million units this year, has been more than four times in 2012, combined with advanced process of the production cycle at least three or four months, for mediatek, followed, is the need for more accurate production plan, otherwise once the out of stock, will face the empty ship could not have order. The economic journal,
2, Beijing jun is: about the progress of the material assets reorganization and delay resumption announcement;
Stock code: 300223 securities, Beijing jun is number: 2016-050
Beijing jun is integrated circuit co., LTD
About the progress of the material assets reorganization and delay the resumption of a public announcement
The company and the board members to ensure announcement content is true, accurate and complete, no false records,
Misleading statements or major omissions.
Beijing jun is integrated circuit co., LTD. (hereinafter referred to as the "company" or "listed company") for the major issues of the planning, in order to avoid abnormal stock price fluctuations, protecting the interests of the broad masses of investors, ensure the fair information disclosure, the company apply to the shenzhen stock exchange, stock (stock abbreviation: you are in Beijing, stock code: 300223) in June 2, 2016 (Thursday) afternoon opening were suspended and published on the announcement of the suspension for the major issues of the planning (number: 2016-034). On June 9, 2016, the company issued the announcement of major matters progress (number: 2016-035). Company in accordance with the relevant requirements in June 18, 2016, issued the announcement of the suspension on the material assets reorganization (number: 2016-036), on June 20, 2016 (Monday) morning opened up into the material assets reorganization to continue the suspension. On June 25, 2016, the company issued the announcement about the progress of the material assets reorganization (number: 2016-038). On July 1, 2016, the company issued a "about delay the resumption of the material assets reorganization announcement (number: 2016-042). On July 8, 2016, on July 15 and July 22, 2016, the company issued the announcement about the progress of the material assets reorganization (announcement number respectively is: 2016-044, 2016-047 and 2016-047).
Company to the original commitment for according to the China securities regulatory commission before August 2, 2016 companies publicly issuing securities information disclosure content and format standards no. 26 - the material assets reorganization of listed companies (revised in 2014) require disclosure of the material assets reorganization preplan or report. As the material assets reorganization involves larger workload, related work is not yet complete, restructuring plan still needs further consultation, determine and improvement of company cannot is expected to enter the reorganization suspended disclose restructuring plans within 2 months after the procedure. On July 27, 2016, the company deliberated and adopted at the third session of the 8th meeting of the board of directors of the material assets reorganization on the planning application to continue the suspension of bill, the company to apply for delay resumption. According to the current progress, the company's basic situation of the material assets reorganization is as follows:
One, the basic situation of the material assets reorganization and progress
(a) the asset specific conditions and its controlling shareholder, actual controller
The transaction underlying assets to be purchased as "Beijing Howe technology co., LTD. (hereinafter referred to as the" Beijing Howe ") 100% stake and a nationwide trading company stock transfer system of small and medium-sized enterprises (hereinafter referred to as the "new three board", and Beijing Howe called the "target") 100% stake, target industry all belong to "computer, communications, and other electronic equipment manufacturing industry". Because of this deal is not yet finalized, buy the underlying asset may be adjusted, or involve other associated with the main body of the underlying asset.
1, Beijing Howe technology co., LTD
Beijing Howe is a sino-foreign joint venture company registered in Beijing, the business by its subordinate OmniVisionTechnologies, Inc., (hereinafter referred to as the "American Howe"). American Howe is a leading digital imaging solution provider, its award-winning main products of CMOS image sensor chips are widely used in consumer and industrial applications market, including smart phones, laptops, tablet computers, network cameras, security monitoring, entertainment equipment, digital camera, video camera, car and medical imaging systems, and other fields. American Howe, a former nasdaq listed company, its privatised in early 2016 as a subsidiary of Beijing Howe.
So far, Beijing Howe's ownership structure is in adjustment, and equity structure is finalized, related schemes all parties will be determined according to actual situation of Beijing Howe's controlling shareholders and actual controllers.
2, the new three board company
Given in determining the relevant trading system is still in its preliminary discussions, the new three board company has not been suspended, in order to ensure the fair information disclosure, the new three board company related information will be reached preliminary and disclosed after the new three board companies were suspended.
(2) the transaction details
This transaction a preliminary plan for the company by issuing shares and pay cash to buy the underlying company equity and raising matching funds. The transaction will not lead to the company the actual control is changed, the transaction involves the matching funds raised through issuance of shares.
(3) with existing or potential trade each other communication, negotiation situation
Ending the disclosure of the announcement, the company and the retained intermediary institutions are actively traded with existing or potential underlying assets each other on such matters as trade plan to communicate, negotiate, and the relevant intermediary agencies also have some underlying asset due diligence work. The company has signed the letter of intent for cooperation with Beijing Howe, agree with each other's business, capital cooperation matters reached cooperation intention.
As of the disclosure of the announcement, the company has not yet been signed with the counterparty restructuring framework agreement.
(4) the reorganization involving intermediary institutions and work progress
The material assets reorganization of the financial advisers to southwest securities co., LTD and citic securities co., LTD., the legal adviser to the Beijing law firm, and auditors for PWC zhongtian accounting firm (special ordinary partnership), appraisal institution has not yet been set. Financial adviser, legal advisers and audit machine structure have been on the basic situation, historical evolution, the asset business, financial and other aspects of due diligence work.
(5) the transaction is subject to examination and approval authority department advance, and the current progress
According to the preliminary deal, the transaction may involve the development and reform commission (NDRC), foreign exchange department, business department, assets supervision department, the securities supervision and administration department and the antitrust regulators and other relevant departments for examination and approval. At present the company and related parties are trading scheme may involve the examination and approval matters for demonstration analysis.
Second, can't timely resumption of the specific reasons
The transaction volume is larger, the asset involved parties is numerous, deal takes longer time to communication and negotiation, transaction details still need to further communication and negotiation; And the transaction involving foreign body and the new three board company, involved in the due diligence investigation, audit, evaluation, such as larger workload and complicated, still need some time. In view of the above reasons, in order to ensure the application of the material assets reorganization, disclosure of information true, accurate and the whole, guarantee the smooth progress of the material assets reorganization work, safeguard the interests of the investors, the company to apply for company stock since August 2, 2016 (Tuesday) to continue the suspension.
Three, follow-up work, and are expected to resume time
Company commitment to in according to the China securities regulatory commission before September 2, 2016 companies publicly issuing securities information disclosure content and format guidelines no. 26 - the material assets reorganization of listed companies require disclosure of the material assets reorganization preplan or report; Overdue failed to disclose the material assets reorganization preplan or report, the company will be according to the weight set of conditions to determine whether to apply for delay the resumption of shenzhen stock exchange. Company fails to apply for delay the resumption of or delay the resumption application has not been agreed, the company shares will resume trading on September 2, 2016, and since the company's shares within six months from the date of resumption of not planning a major asset reorganization matters. Company to apply for delay resumption and agreed by the shenzhen stock exchange, such as the company failed to within the time limit delay resumption of disclosure beforehand case or report the material assets reorganization, the company promised the company securities within six months from the date of resumption of planning a major asset reorganization matters. Fourth, risk warning
To continue the suspension period, the material assets reorganization of the relevant parties will vigorously promote the work. Company will according to the laws and regulations and the relevant provisions of the regulatory authorities, to perform the duty of disclosure in time once every five days to release the above notice the progress of the material assets reorganization. Company planning the material assets reorganization of uncertainty, investors please pay attention to the investment risk.
Five, the reference document 1, the third session of the 8th meeting of the board of directors resolution. Notice is hereby given that the.
Beijing jun is integrated circuit co., LTD., the board of directors on 28 July 2016
3, purple light and wuhan new core son: Yangtze river storage technology companies to surface;
Came earlier this month, the industry of China's largest integrated circuit chip ShangZiGuang group and wuhan new core manufacturing co., LTD. (hereinafter referred to as "wuhan new core") to enter the storage market.
Yesterday, a more exact message came out. According to the Wall Street journal reported that purple light group has acquired a stake in wuhan new core, and the latter will also changed its name to the Yangtze River Storage Technology company (Yangtze River Storage Technology Co.,).
According to reliable sources, chairman of purple light wei-guo zhao will be the President of the new holding company. In addition, the purple light is not a Yangtze river storage technology company's largest shareholder, the remaining equity control is integrated circuit industry investment fund and another by wuhan municipal government support fund.
In fact, last year purple light started to aim at the storage market, the company also nearly will rid of meguiar's income, but finally ended in failure. After that, the purple light activity. First investment in the western data, and help the west data acquire sandisk trading, then success in subfamily force into and the former China chairman, both not long ago wei-guo zhao in the big data industry summit rhetoric to spend $30 billion on a memory chip manufacturing, visible violet light layout determination of memory.
Wuhan new core size, though less purple light, but its memory program received the national IC industry investment fund and the academy of sciences. In march of this year received a $24 billion investment in wuhan city of wuhan new core launched the NAND Flash production base construction, is expected to begin in 2018, to form a quantity of 300000 pieces of the production scale in 2020.
The personage inside course of study thinks, violet light has money, wuhan new core production security, coupled with a third party (such as meguiar's) technical support, both China's memory chips together an excellent chance to catch up with foreign giants. E perspective
4, the third quarter outlook than expected, umc decline;
Umc (2303) third quarter guidance in below market expectations, umc expected revenue growth than season 2 only 2 ~ 3 3%, lower than corporate expectations of 7 ~ 10%, and foreign investment and the profit forecast for this year. Umc now open low, opened down 0.5 yuan, down nearly 4%.
Umc 2nd quarter is in line with expectations, shipment growth in 28 nanometers, quarterly consolidated revenue of 36.997 billion yuan, quarter increased 7.5%, belong to the parent company net profit of 2.583 billion yuan, increased 11.3 times, dividend per share 0.21 yuan.
Looking forward to season 3, umc, said 28 nanoscale delivery is expected to continue to grow, the proportion of is rising to 2, but 8 inch wafer slowing demand, overall JiJing round 3 shipments to be only a season 2 small growth of 2% to 3%.
Foreign legal person thinks, umc 8 inch wafer slowing demand, according to face the main rival in mainland China in strong competition, decline in market share.
In addition, 28 nanometers of 12 inches umc tainan plant capacity continues to expand, and 12 inches in xiamen factory core entered the development stage, will affect the depreciation and the increase of operating expenses, umc, expected the third quarter gross margin fell to 20%, lower than the season 2 level is lower than the foreign legal person.
For the third quarter operating below expectations, foreign investment was revised down umc this year's earnings per share forecast, from the original 0.6 ~ 0.9 yuan, down to 0.51 ~ 0.75 yuan, the rating more neutral, but with foreign downgrade to lower than the market, foreign capital have also fix the target price to $11 ~ 13. times
5, smic long telegram and Qualcomm jointly announced the nanometer silicon convex block/production;
Set net news on July 28, 2016, smic long telegram semiconductor co., LTD. (hereinafter referred to as "long telegram" in the core) and Qualcomm Incorporated (NASDAQ: PCLN - news) (NASDAQ: end) a wholly owned subsidiary of Qualcomm Technologies, Inc., jointly announced: smic long telegram to Qualcomm Technologies provide 14 nanometer silicon convex block production processing. This is the long telegram scale production in the core after 28 nanometer silicon convex block processing, to further improve the technology and ability, the core is long telegram become China's first 14 advanced nanometer technology nodes into industry chain and implement the production of semiconductor company. Achieve 14 nano silicon convex block in the domestic processing capacity, is Qualcomm Technologies continuously participate in and promote China's integrated circuit industry manufacturing level of another major move, suggests Qualcomm Technologies to the attention of the Chinese market, as always, by optimizing the industrial chain, provide localized service, continues to enhance the capacity of the integrated service to customers in China.
Smic long telegram initially by smic's hand in hand long telegram technology was established in August 2014, December 2015 Qualcomm Qualcomm Incorporated (nasdaq: PCLN - news) subsidiary Global Trading Pte ltd. for capital increase. In less than two years' time, form a core long telegram has implemented in early 2016, 28 nanometer silicon convex block processing production, has implemented a 12-inch wafer monthly shipments in large Numbers. Smic long telegram on 28 nanometer silicon convex block processing technology, not only to achieve the international first-class production yield, and on high density copper column convex block of control index, the key techniques such as contact resistance reached the industry leading level, has formed the unique competitive advantage. Smic long telegram will continue to expand 12-inch wafers middle convex block processing capacity, stable and reliable for the customer the demand of the industrial chain to provide a strong guarantee. In the current core long telegram has 20000 pieces a month 12-inch wafers convex block processing and production capacity.
Smic long telegram semiconductor chief executive Mr Cui Dong said: "thanks to Qualcomm Technologies, consistent support and help us to successfully established the leading to stable and efficient production of 12 inches convex block processing production line, and quickly began to gives a production service for the customer. The nanometer silicon convex block processing production, but also for the company and team skills, and high reputation in the execution, we have to like Qualcomm Technologies such a world-class customer's ability to provide comprehensive services. Next, we hope to continue to follow the customer demand, further enhance the technical ability, rich technological means, enhance our value added of industry chain."
Qualcomm Technologies QCT global operations, senior vice President Dr Chen Rewen said: "long telegram in the core of 14 nm bump processing for Qualcomm Technologies is very important, and it has started to mass production, the long telegram notes core on the middle convex block processing of advanced technology has reached the world first-class manufacturing standards. We are happy to cooperate with long telegram in the core, strengthen our layout of semiconductor supply chain in China, which embodies the we support local commitment to integrated circuit manufacturing industry and helps us to better service customers in China."
6, west data released the world's first 64 layer 3 dnand flash memory technology solution type 256 gb 3 bit chip is the industry minimum chip;
Set piconets on July 27, 2016, news, western digital corporation (NASDAQ: WDC) today announced the successful develop the next generation of 3 d BiCS3 NAND flash memory technology, has 64 layers vertical storage function. At present, western digital has been in its joint venture in the 4th city of Japan began to trial-produce, expected later this year to complete a first-timer. The company plans to start commercial production in the first half of 2017.
Mr West data storage technology, executive vice-president of Siva Sivaram, said: "in our 64 - bit architecture based on next generation 3 d NAND technology, will enhance our leadership position in the field of NAND flash memory technology. BiCS3 type technology adopted three yuan, and to achieve progress on Gao Shenkuan than semiconductor processing, can provide higher capacity cost, in order to create excellent performance, and has higher reliability. The technique with BiCS2 significantly broaden our 3 d NAND product mix, improve our retail, overall customer application requirements and data center of ability to move."
BiCS3 developed jointly by western digital and maker Toshiba, preliminary flash memory capacity is 256 gb, and on the single chip has a capacity of up to 0.5 terabytes. Western digital hope that in the fourth quarter of 2016 to batch delivery BiCS3 retail market, this quarter began OEM sampling inspection. Retail and OEM customers at the same time, the company will continue to deliver on the generation of 3 d BiCS2 NAND technology products.
