"Science and Technology Innovation Board Daily" (Beijing, reporter Guo Hui) news, since the disclosure of the company's CTO Liang Jun submitted a resignation report in January this year, Cambrian has issued an official announcement a few days ago, saying that the company has recently handled the relevant resignation procedures for Liang Jun, and Liang Jun will no longer hold any position in Cambrian after leaving.
On the first trading day after the above announcement, Cambrian's stock price fell by 18.38% in response, and the company's market value evaporated by nearly 6 billion yuan in one day. As of the noon close on the 16th, Cambrian shares continued to fall by 3.97%.
"Science and Technology Innovation Board Daily" reporter called Cambrian as an investor on the 16th, and relevant people said that the differences between Liang Jun and the company are facts, and the differences are mainly concentrated in the company's future development, especially in the wide landing of products and seizing opportunities, and Liang Junliang may want to make more investment and research in technology. In addition, in response to some anonymous information on the Internet, Cambrian people said that its credibility is limited.
According to previous information disclosure, Liang Jun joined Cambrian in 2017, and before leaving, Chen Tianshi, Liu Shaoli and Liu Daofu, who were members of the founding team of Cambrian, were the four core technical personnel of the company, and served as deputy general manager and chief technology officer.
Prior to joining Cambrian, Liang jun worked for Huawei Technologies Co., Ltd. and Shenzhen HiSilicon Semiconductor Co., Ltd.
According to Cambrian's reply to the inquiry made for landing on the Science and Technology Innovation Board, Liang Jun was engaged in network chip development and architecture design before the fourth quarter of 2012 during his tenure at Huawei HiSilicon, and after the fourth quarter of 2012, he was mainly engaged in mobile phone SoC chip design and mobile phone SoC system engineer team management, the business area was mobile phone SoC chip design, and the relevant technology that did not involve the internal architecture of artificial intelligence processors before joining Cambrian was involved.
Just in the first year after Liang Jun joined Cambrian and served as CTO, Cambrian and Liang Jun's former owner Huawei launched IP licensing cooperation in the mobile terminal chip business. At the 2017 IFA Consumer Electronics Show, Huawei released the 10nm process AI chip Kirin 970, equipped with NPU from Cambrian 1A, which caused a lot of repercussions in the industry at that time.
Just one year apart, 2018 became a turning point in cambrian and Huawei's "deep" cooperation. Because Cambrian did not reach a new cooperation with Huawei on the follow-up chip IP licensing agreement, from 2018 to 2019, the former IP licensing business quickly marginalized from the main revenue force. Huawei's contribution to Cambrian revenue increased from 7.8433 million yuan and 117.0252 million yuan in 2017 and 2018 to 63.658 million yuan in 2019, accounting for 98.34%, 97.63% and 14.34% of the revenue in previous years, respectively.
After leaving Huawei, a big customer, cambrian annual losses remained high. For example, Cambrian's loss in 2018 has narrowed from 381 million yuan in the previous year to 0.41 billion yuan, but further expanded to 1.179 billion yuan in 2019. Cambrian's 2021 performance report shows that the net profit loss attributable to the mother that has been reduced to 435 million yuan in 2020 has increased to 847 million yuan.
Although in promoting the previous cooperation between Cambrian and Huawei, it is not clear what role Liang Jun has played, there are indications that Liang Jun's cooperation with the cambrian founding team during his tenure is difficult to say happy. In the announcement of the departure of core technical personnel, it was said that the reason for Liang Jun's departure from Cambrian was "a disagreement with the company.". It is rare to put contradictions and divergent facts on the table so clearly.
On the 16th, the reporter of the "Science and Technology Innovation Board Daily" called Cambrian as an investor and asked about the various reasons. The company's board office said that liang jun's disagreement with the company is a fact, so it will be noted in the announcement, and the disagreement between Liang Jun and the company is mainly focused on the company's future development.
"Mr. Liang may want to invest and study more in technology, but after all, the company has been listed, and unlike the previous entrepreneurial period, it needs to shoulder more responsibilities and need to consider more comprehensively, especially in terms of more extensive product landing and seizing opportunities."
"After the company combines customer market and industry research, including receiving feedback from investors, what it wants to do is to do a good job of commercialization according to the actual needs of the market and customers." We want to integrate more customer needs into product definition and specifications, so that the market and product-oriented return to research and development, and then implement to customers, the research and development will be more direct and efficient." The Cambrian person mentioned above said.
In addition, the reporter of the Science and Technology Innovation Board Daily also noticed on a content platform that suspected Cambrian employees had expressed their dissatisfaction with cambrian internal "factional" contradictions in an anonymous form in 2020, saying that one of the parties was Liang Jun's "Huawei system" and the other was cambrian founding team.
Figure | the above remarks originated from a content platform and do not represent the views of this media, and the said content has not been confirmed as facts
On the morning of the 16th, a person from cambrian's board office said that the company had monitored the relevant public opinion and noticed that the above news was "released in an anonymous form with limited credibility." As of press time, the reporter of the Science and Technology Innovation Board Daily has not contacted the publisher of the above remarks, nor has he confirmed his true identity.
At the time when Liang Jun submitted his resignation report, Cambrian also announced the appointment of Chen Yu and Zeng Hongbo to take over as deputy general managers of the company. Previously, in the Cambrian edge intelligent chip and acceleration card business, Chen Yu led the chip, architecture, verification, software, product-related engineer team to carry out research and development and productization work; Cambrian intelligent computing cluster system business was led by Zeng Hongbo led by the software department and product-related engineer team to carry out research and development and productization.
"From the resumes of the two new executives, it can be seen that they have rich R&D experience on the one hand, and they also have productization and customer thinking."
In addition to the core technical staff, has there been any recent changes to the Cambrian technical team? Cambrian dongban said that there are still employees with Huawei work experience in the company's technical team, but the specific number or proportion is not convenient to disclose, and the company's technology research and development and operation work are currently advancing normally.
During his tenure at Cambrian, Liang Jun participated in the research and applied for 138 invention patents and 10 PCT patents, all of which were non-single inventors, of which 14 invention patents had been granted, and the rest were still in the examination stage.
Cambrian said in the announcement that Liang Jun's departure will not have a significant adverse impact on the company's overall research and development strength.
On the one hand, the Cambrian announcement shows that the above-mentioned intellectual property rights belong to Cambrian Company, there is no dispute over intellectual property rights, and Liang Jun's departure does not affect the integrity of the company's intellectual property rights.
Cambrian, on the other hand, says it doesn't have a single dependency on specific core technical personnel. Before leaving his post, Liang Jun was mainly engaged in R&D management in Cambrian, while Chen Tianshi, Liu Shaoli and Liu Daofu, three "core members of the company's founding team", had previously engaged in technical work in the direction of artificial intelligence and processor chips, leading Cambrian to complete the research and development of a series of independent innovation key technologies such as intelligent processor instruction set and microarchitecture.
At present, Liang Jun's shareholding in Cambrian is mainly divided into shares indirectly held through the employee shareholding platform "Aixi Partnership" and 80,000 shares of unowned restricted shares granted through the equity incentive plan. After leaving the company, the former will be transferred according to the repurchase price of 5.00% interest per annum at the paid-in cost of capital contribution, and the latter will be directly invalidated - the market value is equivalent to about 5 million yuan according to the latest closing price.
After Liang Jun leaves office, he will also lose his annual salary of nearly 4 million yuan per year. According to Cambrian's 2020 annual report, the annual salaries of Chen Tianshi, Liu Shaoli and Liu Daofu are 1.0306 million yuan, 1.3073 million yuan and 1.1518 million yuan respectively.
According to star mine data, since the beginning of December 2021, a total of nearly 300 institutions have participated in the Cambrian survey, but only One Guojin Securities released a brief review of the Cambrian 2021 performance express report in February this year. In addition, according to Choice data, Cambrian has not been written by an in-depth research report for one year.
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