Since May 8, the negotiable securities abbreviation of violet Guang Guoxin by ” violet Guang Guoxin ” change is ” violet Guang Guowei ” . Announcement says, the company is in violet smooth group ” arrive from core the cloud ” below the deploy of overall strategy, be engaged in integrated circuit designing relevant business. And this one change is to reflect a company further located industry, the core business that made clear domain of microelectronics of focusing of violet Guang Guowei locates.

In domestic chip industry, position of violet smooth group is wider, involve the design on industrial catenary, ProductionTo measure wait for link, but layout of domestic whole chip is in more inchoate phase.

“We basically completed an overall arrangement on the face now, but high end is entered to still have very large space on more detail. ” violet smooth group deputyPresident, violet light exhibits vigorPresidingOperationOfficialKing Jing Ming says frankly to the reporter such as the first finance and economics, at present of violet lightProductNot complete.

Layout chip

ByProductConfiguration, main component is semiconductorSchism parts of an apparatus, photoelectron parts of an apparatus, sensor and integrated circuit. Integrated circuit is divided again forImitate circuit(Analog) , small parts of an apparatus (Micro) , memory (Memory) with logistic circuit (Logic) . Statistic of world semiconductor trade (WSTS) constituent data shows, 2017, memory and logistic circuitSaleThe forehead is mixed for one hundred and twenty-three billion nine hundred and seventy million dollar respectively one hundred and two billion two hundred and ten million dollar, occupy integrated circuit alwaysSaleOf the forehead 36.1% with 29.8%

But memory respect, self-sufficient rate of China is almost 0. Main component is memory to break memory and blame easily to break memory easily, former include DRAM and SRAM, latter basically includes NANDFlash and NORFlash. An employee that the Yangtse River below division of violet smooth group stores tells a reporter, memory core film contract seizes chipThe market1/3, main component breaks memory easily to break memory and blame easily, former include DRAM and SRAM, latter basically includes NANDFlash and NORFlash. DRAM and NANDFlash are the industry of two big pillar of memory, china counts an import badly. Among them, NANDFlash product comes from abroad entirely almost, basically use in Wu of kimono of hard disk of mobile phone, solid state implement. NORFlash basically is used at content couplet net, technical doorsill is inferior, chinese enterprise has mastered basically, but applied domain andThe marketDimensions is inferior to DRAM and NANDFlash.

Excessive depend on an entrance to be able to face the risk that offer not only, still rise in price often sometimes. Since the memory chip that second half of the year began 2016The priceSoare to also make domestic terminal manufacturer bitter can’t bear character. Although, the memory of the Yangtse River of subordinate of violet smooth group is trying to achieve the breakthrough of Chinese memory chip, but from true scope the quantity is produced still need time. Domestic head 32 three-dimensional Shan Cunxin piece (3DNANDFlash) by the Yangtse River memory costs 1 billion dollar, last a period of time 2 years of research and development.

2018, base of memory of Wuhan the Yangtse River begins immigrantProductionEquipment, realize miniature quantity to produce. To 2019, 64 128Gb3DNAND of this company store chip just can enter phase of dimensions research and development. Afore-mentioned employee tell a reporter, the technology of generation product that will give this year ” basically accumulate for the technology, not be a true extent produces a product to the quantity of the market. The likelihood arrives next year we after the 2nd acting product comes out, can produce according to market demand ” . Before this, zhao Wei country shows president of violet smooth group, did not come 10 years violet smooth group will with 100 billion dollarInvestmentChipMakeDomain. Show level to predict to will raise money 370 billion yuan of RMBs, “The ammo that prepared 5 years ” .

Violet Guang Guoxin is one of core businesses of industry of integrated circuit of violet smooth group. Current, the major servicing of this company is integrated circuitChip designWith the sale, include intelligenceSafeSpecial type integrated circuit and chip, memory chip, be the same as state of city of square microelectronics limited company, Shenzhen by Beijing respectively 3 core subsidiary assumes limited company of semiconductor of core of country of violet light of microelectronics limited company and Xi’an.

IntelligenceSafeChip is its mainest income source. Money newspaper shows, 2017, the business income of violet Guang Guoxin is 1.83 billion yuan, among them, chip of intelligent safety chip, special type integrated circuit, memory and crystal yuan parts of an apparatus occupies total battalion to close respectively 44.47% , 28.22% , 18.30% with 8.82% .

Nevertheless, exhibiting vigor at finishing integrated violet light formally in January 2018 is violet smooth group inChip designThe most important one link in layout. Mixed 2013 2014, violet smooth group is mixed with 1.8 billion dollar respectively with 900 million dollarThe priceFinish those who extend dispatch communication and Rui Di branch to buy, two companies retreat city from Nasidake subsequently. Violet smooth group says, after conformity, in product business level, exhibit dispatch to will continue focusing the own research and development at chip of 2G/3G/4G/5G mobile base band and design; Rui Di division will devote oneself to the research and development of technology of core of domain of content couplet net.

Exhibit acute to be behaved in recent years and not ideal. According to data of Chinese semiconductor guild, exhibited acute sale to be 11 billion yuan 2017, relatively 12.5 billion yuan of 2016 drop 12% . 36.1 billion yuan of look that with home Hua Weihai of business of design of chip of another mobile phone considers is compared, difference is pulled further big.

First when store besides the Yangtse River 32 three-dimensional shine put chip, it is on the road of the own research and development of chip, the SC9850KH of the violet smooth research and development that exhibit vigor also is had revolutionary, it is home is had first times ownEmbeddedThe platform of mobile phone chip of CPU crucial technology.

But what do not have in the chip layout that also having a few is violet light, for instance computer and the processor of the server. Mention this one problem, banquet of couplet of violet smooth groupPresident, new China 3 groups president holds presiding apparitor Yu Yingtao concurrently to be opposite say of reporter of the first finance and economics: “The problem of CPU does not have method, without solution. Intel is too powerful. ” no matter be to be in home or abroad, CPU market is primary Dou Youying is special Er forestall. In server CPU domain, of Intel have rate more be as high as 9 to become above. “The money of 95% by Intel a company is taken away, global server works to Intel. Again arrogant Dai Er, HPE, of home new China 3, China for, tide, dawn works to Intel, this is reality. We on one hand special anger, on one hand also have no alternative. ” Yu Yingtao says.

The layout that goes up in chip to violet smooth group, king Jing Ming is summed up, current product is not complete, what the chip design industry of violet light covers basically is card of communication, intelligence, FPGA and the product of a few special type utility, “The overall position of this distance chip still has difference. ” look from industrial catenary angle, violet light is being designed (violet light exhibits acute, violet Guang Guoxin) , productionMake(memory of the Yangtse River) and measure [accuse a Shanghai Hong Maowei electron, buy silicon to taste science and technology (Suzhou) ] also have position, but production is centered in memory, and have not massive amount is produced. “Memory follows the heft between the design which not light, on certain level, the pressure that memory assumes in violet smooth group will be greater, becauseInvestmentStrength is great, economic risk is very big also. “

March fair say

Violet light says, chip industry can promote cloud of violet smooth group the core competition ability of computational industry, and cloud computation industry can provide applied market for chip industry again.

When accepting the reporter such as the first finance and economics to interview, yu Yingtao expresses, home has 3 kinds of manufacturer at present providing cloud service, one kind is with China for, new China 3, the illicit that the place of traditional ICT manufacturer that waits inside popularizes tide, dawn says and communal cloud; One kind is the cloud manufacturer that is a delegate with Internet company BATJ, and QingCloud of UCloud, high official position small numerous professional cloud serves trader. Hind both besides online on provide IaaS, SaaS and PaaS service beyond, more serves hair force to company level cloud in concentration.

Look in him, this had browbeaten China for, new China the domain of 3, “So it plays it, I play me, it has made my territory under one’s control now. This is us a strategy with communal the basiccest cloud, be it makes my territory under one’s control, I must have the power of strike back. “

Plunge into cloud computation business earlier to differ with Internet enterprise, the layout of ICT manufacturer is shown a bit slow. Lead position is acquired on communal cloud market as Internet enterprise, and from 2C the service is given priority to progressively the domain of company level user to 2B is permeated, ICT manufacturer also rises counteractive. Last year August, china for CloudBU formal and migratory to China fall for the group, the position is next to China for 3 big BG (OperationCommercial Wu BG, company business BG and consumer business BG) , swear to make the whole world ” 5 cloudlet ” one of. Held on March 30 this year ” H3CNAVIGATE2018 navigate person the peak is met ” on, violet smooth group announces to invest 12 billion yuan, march formally communal cloud market. Zhao Wei country expresses, cloud industry is violet light ” core cloud strategy ” main component. Yu Yingtao says, the product of communal cloud can be in violet smooth group to go up formally on June 30 line, weigh before domain of class client fractionize can be accomplished two to violet smooth communal cloud is in an enterprise.

Yu Yingtao expresses, communal cloud is a business that burns money, “The investment of 12 billion is a main line, slant even little. Future, still can pass between development process oneself develops or the means such as financing increases investment. “

Current, whole of market of IaaS of Chinese communal cloud maintains rapid growth. According to data of IDC of international research organization, integral dimensions exceeded 1 billion dollar first half of the year 2017, grew nearly 7 to become last year compared to the same period. 2017 first half of the year, battalion of layer of A Liyun IaaS receives 500 million dollar, hold share of 47.6% China market, it is telecommunication of Tecent cloud, golden hill cloud, China and Ucloud subsequently.

Be in China be 2017 on annals news briefing, china for spell president Hu Hou also is sentenced beforehand, “Cloud business 1 period basically are given priority to with Internet enterprise and medium and small businesses, 2 timeses will have more and more big companies, especially traditional industry completes their digitlization transition with the means of the cloud. “

And the domain that business client is considered as ICT manufacturer. Yu Yingtao thinks, with Internet cloud service firm photograph is compared, ICT firm is natural have 2B gene, this is its largest dominant position. BAT from communal cloud to demesne the cloud marchs, violet smooth group criterion from demesne the cloud enters communal cloud. He expresses: “The communal cloud that violet light does communal cloud to be a delegate with BAT is not quite same, belong to amlposition competition. We are likely at least is in two to 3 years in won’t go doing on the line business, won’t open to public professional work, we do the communal cloud of company level only. “

No matter be new China 3 violet still light, serve business client for a long time. Yu Yingtao expresses, new China 3 in order to sell ” box ” one’s previous experience, “Road by implement, the various things such as switching equipment, server are a box. In the past, enterprise user buys a box to look for me, buy demesne the cloud also looks for me, buy communal cloud to look for others (because do not have) ; Now, I offer solution of operation complete set to give you, and I am cloudy management, with a platform, an operating system will satisfy requirement, can promote efficiency, facilitate safeguard. “

Nevertheless, should finish from sellEquipmentIt is not easy to transform to what provide a service. Yu Yingtao says frankly, “Operation and service are the advantage of Internet company, also be us is the biggest short board, we lack operation experience, so we dare not march 2C domain, we should learn to these companies. “

Yu Yingtao says, facilities of network of cloud of violet smooth group group medium flagship company is new China the violet Guang Yun of 3 groups and future. New China the 3 services that will provide technology and market to extend a respect for violet Guang Yun. In technical level, violet Guang Yun all ground floorFramework, the technology is harmonious research and development is current You Xinhua 3 prop up. The respect is extended in the market, the market group of violet Guang Yun follows new China the market group height of 3 cooperates with, “When new China when the client of 3 needs violet Guang Yun to serve, we are met introduce him to violet Guang Yun, help violet Guang Yunlai sell goods on a commission basis even. Because of He Xinhua of itself of violet smooth cloud 3 it is twin brother. New China the technical system of 3 and sale force are success of violet smooth cloud most core safeguard. “