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Unigroup Zhanrui released a new brand of 5G, 6-nanometer 5G chip terminal may be mass-produced and launched in July

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News from Titanium Media on April 23, Recently, Ziguang Zhanrui CEO Chu Qing stated at a press conference that in 2020, Ziguang Zhanrui’s smartphone business will grow by more than 50% year-on-year, and 5G commercial terminals have exceeded 50 models; shipments in the tablet business have increased year-on-year. 100%; the market share of smart children’s watches exceeds 60%; the shipment of 4G feature phones has increased by 1.5 times, and the global feature phone market share has reached 76.92%, setting a new record of the world’s number one. At this meeting, Ziguang Zhanrui launched a new 5G brand “Tangula”. Under the new brand system, Ziguang Zhanrui has carried out a new product plan for the 5G mobile platform, which is divided into 6, 7, 8, and 9 series: 6 series for the general public, 7 series emphasizes product experience upgrade, 8 series main performance pioneer, 9 The department represents cutting-edge technology. The original T7510 was renamed Zhanrui Tanggula T740, and the T7520 was renamed T770. T770 is the world’s first 6nm 5G chip, which has been successfully returned to the film at the beginning of this year. The 5G terminal equipped with T770 is expected to be mass-produced and launched in July this year. “Last year, our smart phone business has grown in an all-round way, especially in the second half of last year.” Zhou Chen, Executive Vice President of Ziguang Zhanrui and General Manager of the Consumer Electronics Division, said in an interview with Titanium Media and others. The shipments of low-end smartphones have increased substantially compared to the past, which may be related to the epidemic and economic environment. The domestic fourth quarter increased slightly year-on-year.” Ziguang Zhanrui CEO Chu Qing In Chu Qing’s view, Ziguang Zhanrui has now achieved breakthrough progress in various fields, mainly due to a profound self-change since the end of 2018. It is reported that Ziguang Zhanrui was merged by mobile phone chip design companies Spreadtrum and RDA Microelectronics in May 2018. Spreadtrum was established in Shanghai in 2001, mainly designing mobile phone chips. In 2013, Ziguang Group was privatized and delisted from Nasdaq for US$1.78 billion. RDA was founded in 2004 and is also headquartered in Shanghai. In 2013, Ziguang Group was privatized and delisted from Nasdaq for US$907 million. In September 2018, Chu Qing, who served as the chief strategy officer of HiSilicon, left Huawei and joined Ziguang Group, and was appointed as the CEO of Ziguang Zhanrui in November. At that time, Zhanrui performed poorly, lagging far behind rivals Qualcomm and MediaTek in the mobile phone chip market, and was not as technically as HiSilicon, which specializes in Huawei mobile phones. After Chu Qing took office, he cut down about 90% of the company’s projects and reduced the previous nine business units to three, focusing on consumer electronics, industrial electronics and pan-connectivity, corresponding to mobile phones, industrial Internet of Things and emerging The three major areas of the Internet of Things: consumer electronics serve the needs of personal intelligence; industrial electronics prepare for the future intelligent society; ubiquitous connectivity is a collection of innovative businesses that are difficult to sort out logic. In consumer electronics, In 2019, Ziguang Zhanrui released the first 5G baseband chip V510, and in 2020, it has successively launched two 5G smartphone chips T7510 and T7520. Up to now, more than 50 terminal brands equipped with Zhanrui 5G chips have been launched. Zhou Chen believes that in the development process of 5G, Ziguang Zhanrui will change the situation of 2G/3G/4G era that is greatly backward, and achieve multiple leaping developments and process leaps. For example, its first-generation 5G chip has a 12-nanometer process, and it has evolved to an advanced 6-nanometer EUV (Extreme Ultraviolet) process on the T7520, skipping the 10-nanometer and 7-nanometer process nodes, and ranks first in the world. From the perspective of the industry, manufacturers that can develop 5G chips and deliver them on a large scale mainly include: Qualcomm, MediaTek, Samsung, Huawei, and Unigroup Zhanrui. Relatively speaking, Huawei and Samsung’s mobile phone chips are not sold externally. Currently, the only chips available for mobile phone manufacturers in the open market are Qualcomm, MediaTek, and Unigroup Zhanrui. In terms of mobile phone brand customers, Ziguang Zhanrui is trying to get rid of the low-end impression and enter the middle and high-end markets. Recently, Zhanrui also announced a cooperation with Liangfengtai to jointly develop 5G AR smart glasses. In the field of industrial electronics, Ziguang Zhanrui also continues to expand the market. At the end of 2018, Zhan Rui established an industrial electronics business department. Since 2019, its revenue has continued to double, and it will achieve a 130% growth in 2020. There are more than 100 industry application cases in the To B field using chips, including logistics, power, mining, transportation, Enabling the intelligent transformation of manufacturing and other industries. In October 2020, Zhan Rui won the lead of Cat.1bis standard. Cat.1 is a user equipment level with an uplink peak rate of only 5Mbit/s. Based on the existing 4G LTE network, it completely reuses the existing LTE resources and does not require software and hardware upgrades for the base station. Networking industry. At present, Unigroup Zhanrui, the world’s first LTE Cat.1bis IoT chip platform 8910DM, has achieved tens of millions of shipments since its release, with a 70%+ market share of Cat.1 IoT chips, ranking first in the country. Moreover, according to the company’s data, in 2020, Unigroup Zhanrui’s financial payment business will grow by nearly 400% year-on-year, and LTE Cat.1 has a market share of 70%+, ranking first in the country; low-speed Internet of Things (GSM+NB-IoT) The market share exceeds 50%, ranking first in the world; the market share of NB-IoT exceeds 30%; the market share of smart POS reaches 80%. Huang Yuning, senior vice president of Ziguang Zhanrui and general manager of the industrial electronics division, said that 5G ToB and To C have different development logic. “ToB is the application of a communication protocol to different industries. People in the industry may not understand 5G in the end. What is it? And communication companies may not understand some of the needs of the industry, so from last year to this year, including next year, there will be such a process of familiarizing each other, understanding, developing solutions, and then applying them.” Chu Qing said that ecology is the core of Ziguang Zhanrui’s strategy. Unlike traditional industries, the key to the information industry lies in its industrial form. The industrial relationship of traditional industries has only one entry and one exit. In addition to suppliers, customers are customers. The information industry is a new business format. This industry has two characteristics: one is that there are many types of enterprises, and the other is that the relationship is extremely complex. It is difficult to understand with simple logic, and can only be described by a biological vocabulary-ecology. Chu Qing further explained that this ecology can be divided into two parts, one is the carrier that provides the basic platform, and the other is the software, application and terminal companies that prosper on the carrier’s platform. Only companies with main chip platform capabilities can become ecological bearers. Such enterprises are scarce and cannot be copied. Zhanrui is the only company in mainland China that can bear large-scale ecological bearer responsibilities and hopes to be the bearer of digital ecology. Chu Qing emphasized that after the quality salvation in 2019, the market salvation in 2019, and the business improvement in 2020, Ziguang Zhanrui will start the “Technology Improvement Year” in 2021. At present, Ziguang Zhanrui has established an Advanced Technology Research Institute, and will invest 5% of the R&D team to carry out pioneering innovation and R&D in important areas facing the future. “The new’Zhan Rui’ hopes that 5G will take this as a new starting point and make a breakthrough.” Zhou Chen said that in the future, Ziguang Zhan Rui will implement LTE Cat.4 downlink 150M and LTE Cat.7 uplink 100M capability levels at the protocol level. Make more improvements and enhancements, and continue to develop new technologies and implement new applications in the fields of AIoT, IWN, smart display, and automotive electronics. In response to insufficient chip production capacity, Zhou Chen told Titanium Media App and others that the scale of cooperation between Unigroup Zhanrui and its partners (suppliers) has grown, which means that with the rapid growth in the past few years, it has obtained more support for production capacity, but it does not rule out future demand. The high-speed increment of China may indeed encounter tensions in capacity supply. On April 16, 2021, Ziguang Zhanrui announced the completion of a new round of financing before listing, with an amount of 5.35 billion yuan, which was jointly invested by the four original shareholders of Shanghai Guosheng Capital, Country Garden Ventures, Haier Financial Holdings, and Sail Capital. Currently, Ziguang Zhanrui is optimizing its equity and organizational structure before listing, and is actively preparing for the Science and Technology Innovation Board. According to data from Tianyancha and other data, after multiple rounds of financing, Ziguang Zhanrui’s shareholding structure is more diverse and complex. Beijing Ziguang Spreadtrum Investment Management Co., Ltd. is the company’s largest shareholder, holding 35.22%, followed by the National Integrated Circuit Industry Investment Fund Co., Ltd., holding 13.95%, Intel (China) Co., Ltd. holding 11.86%, Shenzhen Country Garden Chuangxin Investment Co., Ltd. holds 5.52% of the shares, and Shanghai Shengyingying Exhibition Equity Investment Fund Partnership (Limited Partnership) holds 4.98%. (This article first published Titanium Media App, author|Lin Zhijia)

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