Datang will be based on the principles of "have to have a", the introduction, development of a batch of integrated circuit enterprises; Using mixed change, such as way to revitalize a batch of the integrated circuit enterprises; Repel and a batch of correlation degree is low, and is mainly operating industry or business.
Datang telecom, according to the 2014 annual report 2014, integrated circuit design income accounted for 36%, accounted for 27%, terminal design domain software and applications accounted for 33%, accounted for 4% of the mobile Internet field. The whole revenue, from operators business accounted for less than 20%.
Beijing haidian district always fine north road no. 6 yuan.
This is the datang telecom technology co., LTD. (hereinafter referred to as "datang telecom") headquarters.
Has the congenital advantage of datang telecom has dominated technology and market advantages, status as huawei. However, because of market competition and the strategic shift, datang telecom gradually fade out telecom equipment market.
Datang telecom CEO wang recently, 44, accepting a reporter to interview, put forward in the next five years, from the "core, end, cloud" strategy of parallel to "integrated circuit design and application solutions" focus strategy. In short, is to become a I.T (all interconnected) chip design enterprise of The Times.
The transformation, would be tantamount to datang telecom. As a state holding listed companies, realize the reform itself is not easy, but datang telecom executives seem to have been determined.
Focus on the integrated circuit
With reduced in scale telecom equipment business, datang telecom has experienced from the traditional equipment manufacturers to the great transformation of industry informationization solution provider for the first time. Under more business go hand in hand, form "core, end, cloud" parallel development strategy.
Datang telecom, according to the 2014 annual report 2014, integrated circuit design income accounted for 36%, accounted for 27%, terminal design domain software and applications accounted for 33%, accounted for 4% of the mobile Internet field. The whole revenue, from operators business accounted for less than 20%.
Along with the market environment change, the main business software and applications fell, according to datang telecom in 2015 net profit, net profit is expected to drop more than 50% over the previous year, affected by the terminal environment, s terminal design, terminal chip business.
"To the resources conditions of the datang telecom now see, although the company has a market value of more than $100, net worth more than $40, but resources are not enough, far from large enterprises. If the average allocation of resources, we may can't do in every field of industry top." Wang said in an interview with reporters, this also forced datang telecom concentrate on a bit, that is focused on IC design field.
In 2014, marked by its datang semiconductor design co., LTD. Was set up, datang telecom began to integrate its chip industry. At present, datang telecom's chip design company mainly includes: engaged in mobile communication business of core technology, engaged in traditional smart card security chip datang microelectronics, automobile electronic chips and foreign joint venture companies or Tang Enzhi pu.
"Over the next step development trend of IC industry, the mobile phone market fierce competition made the development of the enterprises, such as qualcomm consumer electronics is connected to the Internet, essentially is the basic interpersonal communication, the market tends to saturation, mature in the future." Wang said.
At present, the mobile Internet is IOT rapidly. "We want people, vehicles, machines, all provide both intelligent and secure connection, this is our basic strategy." Wang said, "the core competitiveness, or on the connection."
Technology competitiveness, in the domestic chip design companies, dating back to the ministry of posts and telecommunications, integrated circuit design center of datang telecom is still the first echelon member; Industrial policy level, promote the national integrated circuit industry development outline and the national IC industry investment fund, for local integrated circuit enterprises were positive.
"According to our much starker choices-and graver consequences-in planning, (we would) all the resources of the focus in the field of integrated circuit." Wang told reporters.
Specifically, datang telecom integration business outside of the other business sectors, the future will be converted to surrounding business expansion and application of the integrated circuit, and the resource input is given priority to with the strategic focus of integrated circuits, the old industry "belongs to the denotative development, by the joint venture cooperation with others, to revitalize the stock of assets."
"According to the principle of 'have to have the introduction of a group, a group of integrated circuit industry, or enterprise; at the same time, the stock of the integrated circuit industry or enterprise application and solution of mixed change, activate a group; the correlation is very poor, and is mainly operating conditions is not very good individual industry or business, we will also clean up out of a batch of." Wang said.
Actually, datang telecom "much starker choices-and graver consequences-in planning to achieve strategic transformation path is elaborated, which adhere to the" industrial management + capital "two-wheel driven.
"Industry, through innovation driven development (original innovation, integrated innovation and the introduction of absorption and innovation). At the same time, by means of capital, using the platform of listed companies, through a rights issue, restructuring, mergers and acquisitions, including restructuring, to achieve industrial teng cage for birds, realize the upgrading of industrial structure." Wang said.
challenges
In fact, although people think IOT are promising, but tend to be a real gold in the field of IOT.
"Core is on the phone don't do very well, but on the unmanned aerial vehicle (uav) is ok." Semiconductor expert wang said in an interview with reporters.
Traditional smart card security chip area, datang telecom, datang microelectronics has a certain competitive advantage in the field of SIM card chip.
Although datang telecom's industry in areas such as unmanned aerial vehicles (uavs) to obtain a certain development, but compared with the volume of mobile phone chips, unmanned aircraft equipment number are not seen explosive growth, after all. IOT areas generally case, although in theory connection number of the equipment will be seen explosive growth, but the real breaking point has not yet arrived.
Outbreak of the "Internet of things may not be as fast, during the transformation of datang revenue growth may not be so prominent." Wang said.
"According to the global semiconductor design enterprise ranking, sort of more than 20, our company hope that the future into the top 10. The road is very long, very big challenge." Wang also said.
In intelligent device, the Internet may become a breakthrough areas such as cars, also become the focus of many chipmaker cross-border competition.
Although datang telecom has a business focus in the field of IOT chip design, but the scope of IOT is broad. Wang believes that the reality choice is facing the datang telecom, in some large shopping IOT domain, or in some niche industry companies.
Datang telecom currently on the peripheral business made some bold attempt at reform, for example on some mobile Internet business internal business, encourage employees to get outside investment by launching a new company which turns into a separate company, datang telecom, while holding, but not for holding status.
"The original core, end, cloud, in addition to the chip at present or in the way of wholly owned or holding absolutely to development, the other two business will step by step, mature and a batch of a batch of development, according to the thinking of mixed ownership, to promote reform, reorganization, introduction of strategic investors, with an open way through cooperation to achieve win-win situation." Wang said.
And on the core chip business, realization of equity diversification, perhaps, that soon. "If you can introduce some well-known domestic and foreign partners, may be able to help it to achieve transformation." An unnamed industry insiders said to reporters.
