Chapter 783 [Potential Leader of the Whole Industrial Chain of Domestic Semiconductors]
Luo Sheng took the information and browsed them one by one.
As early as more than 10 years ago, shortly after the release of the first real smartphone on the Côte d'Azur, and after this product began to make profits on a large scale, the company proposed a strategic plan for the entire industrial chain of domestic semiconductors that did not rely on foreign supply chains.
This is a grand strategic plan that outsiders dare not think of.
Over the years, the accumulated capital invested in RMB is already several trillion yuan, and Shengfeng Capital was established because of this, and venture capital in the field of science and technology is mainly concentrated in the semiconductor field.
The time cycle is long and the scale of investment is huge, so only Luo Sheng can endure it, and several of its companies can continue to create profits to support it.
With such a large amount of prepaid capital, it is now finally time to see the time to come to fruition.
Yao Jianhong said: "These companies are very good, standing out from thousands of start-ups, and the gap between the underlying materials and manufacturing equipment and Europe and the United States and other regions is basically not large, and the internal evaluation results are all expected to become the future potential leaders in their respective industrial chains." ”
At this moment, Luo Sheng is patiently watching the information of these companies.
【Zhongwei Technology】
Founded in August 2008, the Cote d'Azur holds 36.21% of the shares, the domestic storage potential leader, with the launch of foreign companies, the market share continues to increase, last year's operating income has surpassed Zhaoyi innovation, storage prices continue to rise, the company's profitability is becoming more and more eye-catching, the market gives a valuation of 62 billion yuan.
【Cigna Technology】
Founded in April 2011, Shengfeng Capital Investment holds 37% of the shares, the potential of domestic targets, ultra-high purity metal and sputtering targets are one of the key materials for the production of VLSI integrated circuits, the company's ultra-high purity metal sputtering target products have now been realized in 11 nanometer technology nodes can be supplied in batches, successfully breaking the monopoly pattern of European and American multinational companies, this company will become more and more important in the domestic electronic materials industry, the market gives a valuation of 21.9 billion yuan.
【Hengsheng Technology】
Founded in February 2005, the Cote d'Azur acquired 56% of its shares, the potential leader of domestic equipment manufacturers, the business scope covers integrated circuits, LEDs, photovoltaics and other fields, a number of equipment into the 11 nanometer process, the product line covers etching machines, oxidation furnaces, cleaning machines, diffusion furnaces, PVD, CVD and other categories, downstream customers to Xiongxin Electronics and other domestic first-line wafer factories, the market to give a valuation of 42.8 billion yuan.
【Zhimin Technology】
Founded in 2011, Shengfeng Capital Investment holds 39.2% of the shares, the potential leader of domestic memory design and FPGA, Zhimin Technology has become a domestic memory chip design leader after ten years of painstaking development, and has achieved a turnaround, and the market gives it a valuation of 49 billion yuan.
【Nantian Microelectronics】
Founded in July 2007, Cote d'Azur Investment holds 35.8% of the shares, chip sensing, communication control, electricity energy saving is the company's core business, is committed to becoming a high-end product, technology, service and overall solution provider with intelligent chips as the core, with a market valuation of 32 billion yuan.
【Reebok Technology】
The company was founded in 2004, the same year Cote d'Azur was established in less than half a year to acquire its shares as high as 68.72%, Reebok has long been the world's first in the field of fingerprint recognition chips, because its largest customer partner is the parent company Cote d'Azur, not only got orders from the parent company but also received technical support from the parent company, providing fingerprint recognition chips for generations of Azure mobile phones, ieP tablets, ACC hosts and now Dabai robots.
This company is almost unknown, has been following the parent company to make a lot of money, so low-key that even VC thinks it is just a department of the Cote d'Azur company, because its products are marked with the trademark of the parent company, and now it is impossible to hide and do not need to hide it when it is listed, and the market has given it a valuation of up to 128 billion yuan.
【Topway Technology】
Founded in 2005, the Cote d'Azur acquired 70% of its shares and restructured to serve the parent company's strategy, after the adjustment, it is committed to the research and development of human-machine interface solutions, providing the most competitive touch chips, display driver chips, touch display integrated single chips and pressure touch chips for mobile electronic devices, etc., and the market has given a valuation of 78 billion yuan.
【Xinlu Semiconductor】
Founded in early 2012, Shengfeng Capital Investment holds 47% of the shares, with intelligent security chips, automotive electronic chips as the core business of the start-up company, the largest customer partner is Azure pure electric vehicles, the market gives it a valuation of 66 billion yuan.
Yao Jianhong selected these 8 non-listed companies, or subsidiaries, affiliated companies or holding companies invested and merged by Cote d'Azur and Shengfeng Capital, several of which started with the Cote d'Azur, and also took off on this thigh.
Luo Sheng nodded again and again with satisfaction, these 8 companies cover the core areas of the upstream and downstream of many industries such as design capabilities, manufacturing, materials, processes, and equipment manufacturing in the semiconductor field, and play a pivotal key role in the plan of the whole industrial chain of domestic semiconductors.
It can be said that this time it is a real baby to deal with Lao Mei's blow this time.
It's not hidden, it's a showdown.
Originally, they were all secretly protected, and letting companies such as Zhaoyi Innovation, Goodix, Ziguang, and Huada attract the attention of the outside world in front of them was actually a strategy to repair the plank road and darken Chen Cang.
You must know that there are thousands of subsidiaries, subsidiaries of subsidiaries, and holding companies of the Cote d'Azur alone, and there are seven or eight thousand invested by Shengfeng Capital, with large assets of tens of billions and tens of billions of small ones.
With such a huge amount, it was a lot of effort just to pick it up, not to mention that Luo Sheng deliberately kept a low profile.
Zhaoyi Innovation, Unisplendour, these companies in the semiconductor industry, Shengfeng Capital has also invested money, and the development is also remarkable, but the main purpose of investing money is to let them attract firepower, whether they can produce results is secondary, and whether they can produce results is of course the best.
If Xiongxin Electronics is a "son", Reebok Technology is an "illegitimate child", and what Zhaoyi Innovation is at most a distant relative, of course, it is the most important "son", followed by "illegitimate child", and finally a distant relative.
But now it seems that it is only a "tool" company, all of which are fake leaders, and the future has to look at Reebok, Zhongwei, Tuowei These non-listed companies, these companies are the leading companies in the future of the semiconductor industry.
It is worth mentioning that these 8 companies are to be listed on the Big A Science and Technology Innovation Board, and their equity structure is obviously the same shares and the same rights, because Big A does not support different rights of the same shares, and the largest shareholders of these companies are either Shengfeng Capital or the Cote d'Azur without exception, and their equity ratios are all above 34%.
The voting on major matters of the company requires a two-thirds majority, that is, the voting ratio must reach 67% absolute control, in other words, as long as Luo Sheng votes with 34% of the votes to reject the voting on major matters but 67% and cannot pass, it is equivalent to having a veto power.
In addition to having a pivotal voice in the equity structure, the real voice lies in the supply and demand of the industrial chain and the core technology.
For technology companies, core technology is fundamental.
In fact, what Luo Sheng wants is very simple, you shareholders just lie down and make money, but don't point fingers at the company's development strategy, you must serve the parent company's grand strategy, which is originally a strategic investment rather than a financial investment.
Even if it persists, it will not fall below the red line of 34%.
Large-scale reduction of holdings and cash-out are those VC institutions profit-taking, they are purely for profit, is a financial investment.
These companies are involved in an important link in the semiconductor industry chain, and they are potential leaders, if one of them is disobedient and does it against you, you have to stare at nothing, and you can't do anything, and the overall layout is bad.
Of course, Luo Sheng can't tolerate the existence of this potential hidden danger, and it must be firmly controlled, and it is no longer an easy thing to PK with the international semiconductor industry chain, if there is still infighting in the team, it will not be able to play.
Putting aside the information after reading, Luo Sheng said: "Let's disclose it tomorrow, you can host the press conference of the folding screen Azure-5X and PC laptops." ”
Yao Jianhong nodded: "No problem." ”
Next month is September.
This autumn, the Cote d'Azur will release two new products, one is a folding screen 5G mobile phone, Azure-5 has been on sale for three years, and it can't be sold without releasing new products, the 5G version of the folding screen mobile phone is not as amazing as Azure-5, but it is also relatively speaking, but it is also the world's first folding screen 5G mobile phone so far.
Other manufacturers have not done it, and it is also the first smartphone to support 5G technology, which is still leading the industry.
As for Azure-6, it is still under secret development, and it is unlikely that the latest flagship product will be released this year.
The PC laptop business is a supplement to the edge business of the Cote d'Azur, and the PC industry is already shrinking, and the company will not invest much energy in this area.
Although neither product is a stunning epoch-making product, it has extraordinary significance and a unique historical position.
These two new products will be completely created by the whole industrial chain of domestic semiconductors, and their core technologies such as chips from design to packaging are all localized, except for the outsourced edge technology, all the core technologies do not rely on any international supply chain manufacturers to support.
It is no exaggeration to say that these two products are a "final test" of Luo Sheng's domestic semiconductor industry chain plan strategy for more than ten years, and success means that the domestic chip semiconductor industry has officially formed a closed-loop ecology with positive internal circulation, even if the United States completely prohibits the cooperation of international suppliers, it doesn't matter, the monopoly has been completely broken, and the follow-up is to further develop and complete from catching up with the world to leading the world.
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