The world famous IC design companies in Taiwan mediatek co., LTD. (hereinafter referred to as the "mediatek") for integrated circuits, iot investment enthusiasm unabated.
Recently, mediatek two obtaining approval to invest in the mainland case, total investment amount more than $190 million, among them, the capital increase of amount of pingtan equity funds go as high as $160 million, which also set a mediatek the maximum amount of single investment mainland record.
To this, a number of industry insiders said that in addition to expand mediatek business outside the mainland territory, will also boost mediatek transformation process.
Break into the domestic market
According to the Taiwan authorities investment commission announced by the competent department of economic affairs, mediatek for $31.75 million, through its investment in foreign investment company Gaintech Co., Limited, capital Shanghai Wu Yuefeng IC industry fund, mediatek says the purely financial investments.
Increased at first hand the boundary of the institute for Sun Yanbiao view, the fund can indeed help mediatek gain financial growth, "but the focus is on mediatek can conveniently participate in the domestic IC industry further development."
In fact, as early as in November 2014, 300 million yuan investment in Shanghai mediatek Wu Yuefeng IC industry fund; In 2015, mediatek and follow up the fund investment of about 270 million yuan. Mobile phone China league secretary-general wang also pointed out that the overweight, for mediatek, objectively also increased its against local firms spreadtrum communications co., LTD. (hereinafter referred to as the "spreadtrum") chip.
Over the years, spreadtrum mediatek regarded as a rival. In recent years, spreadtrum continues its aggressive pricing strategies in the era of 3 g, all the way to mediatek poses a great impact. Mediatek chips encounter the danger of gross margin hit bottom in the second quarter of this year, that time, there is the personage inside course of study points out that the move was motivated by spreadtrum launched to tackle the price war. In addition, along with spreadtrum since 2014 through a national integrated circuit industry investment fund co., LTD. (hereinafter referred to as the "fund"), mediatek in mainland integrated circuit layout bigger challenges in the market.
Due to the integrated circuit industry is the core of the information technology industry, is a matter of national security strategic, fundamental and origin of industry, but its self-sufficiency rate of IC market in mainland China only around 27%, heavily dependent on imports. In June 2014 under the state council promulgated the national integrated circuit industry development to promote outline, then the establishment of large funds 120 billion yuan scale marks the development of integrated circuit industry rise for the national strategy. Big fund covering integrated circuit manufacturing, design, assembly, equipment, materials and so on each link.
In design process, spreadtrum is big funds as seeds, got the support of policy, capital, etc. "But, mediatek has always been the big funds, national strategic fund, which means that the IC industry in mainland preemption can only looking for local or on the marketization of industrial investment fund." Sun Yanbiao said, mediatek integrated circuit in the mainland areas in a relatively passive state.
"But in mainland China is the world's biggest IC market, with the global share of 60%. Mediatek getting rich off the mainland market cannot turn a blind eye." Sun Yanbiao said mediatek to comfortably in a line of IC design echelon, IC industry in mainland can only be overweight.
Looking for fresh air port
It is worth noting that this through another of pingtan equity funds the capital amount of up to $160 million. It also set a mediatek the maximum amount of single investment mainland record.
It is reported that the fund by mediatek on December 4, 2015, mainly to serve the investment in the future. In March 2015 mediatek also established a dedicated to support start-up mediatek venture investment. Mediatek's chief financial officer of big has pointed out, mediatek venture investment department screening targets, besides roots class system, and semiconductor device, the Internet of things (IoT) in areas such as start-up, will become the focus.
In fact, this is not a mediatek reveal for the first time on the Internet of things in areas such as look good. Mediatek was counting through the layout of things, get rid of the over reliance on mobile phone chips. Executive deputy general manager and the common operating officer Zhu Shangzu had said the Internet of things and VR will take the lead in bring mediatek business opportunities for growth.
A number of industry insiders pointed out that the interconnection of all things once the outbreak, volume, and the chip is a iot essential components, mediatek layout iot is let nature take its course. While mediatek iot chip has been to develop independently. Recently, from the hand of mediatek's the world's first integrated 2 g baseband and iot of global navigation satellite system (GNSS) chip platform MT2503 successful application. And the fund use venture incubation model made mediatek's identity as a heavy wind for color.
, are not to be named the Internet of things industry insiders said to reporters, mediatek subsoil chip area for many years, in the trend of Internet of assurance, investment team construction has a great advantage, can quickly screen out is the Internet of things development direction of investment targets, get considerable return on investment. In addition, in view of the Internet of things industry chain is longer, chips, equipment, network connection and system integration and so on, choose to set up investment funds to hatch start-up mode, can help mediatek to achieve wide net type the whole industrial chain business layout, to quickly realize own technology accumulation.
Mediatek this game also is approve by the sensing Yang Jianyong, founder of the Internet of things, but he admits, nowadays, samsung, Intel, and so on are all similar way layout is the Internet of things, this is not new.
Yang Jianyong say compared to layout, Internet of things to get attention, various capital from chips, equipment, network, system integration and so on the Internet of things industry chain, there is no shortage of science and technology, manufacturing giants such as cuts, and most of the enterprises to select their own good at the mouth of the cut, competition is intense.
Through the Internet of things "alone with the chip layout, qualcomm, mediatek, huawei, chip makers like Intel architecture, testing, operation ability of the chip, solutions and other technical parameters of each are not identical, this may lead to future support iot scenarios, the solution, but hard to predict who bet on the tuyere." He said, the Internet of things is in early breeding stage, for mediatek, the most important may be layout while "wind", etc.