The annual "Core Power" competition has become a bellwether event for China's semiconductor investment, and the 2022 Core Power Preliminary Competition has been successfully held seven times since its official launch in March, and the eighth will also be unveiled on April 27, focusing on MCU, smart cars, filters, optical chips four tracks with broad market prospects.
The preliminary competition takes the form of an online conference, inviting 3 institutional guests to comment, and after the roadshow, the jury will score the project, and the final project will be selected according to the judging results of the jury of each roadshow.
In 2022, the "Core Power" competition was further upgraded. Different from the independent registration in previous years, the competition will adopt the "institutional recommendation system" for the first time, and the jury will also introduce more executives of listed companies, and the first batch of the jury has reached 50 people, and brings a large number of rights and interests such as media exposure, investment and financing services and industry resource docking for all the projects in the competition stage.
The eighth match of the 2022 "Core Power" preliminary round will focus on the following popular tracks:
1. MCUs: IC Insights, a well-known semiconductor consulting organization, predicts that global MCU sales will grow by 10% in 2022 to a record high of $21.5 billion, of which automotive MCUs will grow more than most other end markets this year.
2. Smart cars: The China Association of Automobile Manufacturers predicts that China will achieve low-speed driving and autonomous driving in parking lots between 2020 and 2025; and more autonomous driving in complex scenarios between 2025 and 2030. In 2035, the scale of China's intelligent car industry will exceed 200 billion US dollars, thus Making China the world's largest intelligent car market.
3. Filters: According to Yole's forecast, the filter market size will reach $6.625 billion in 2020 and is expected to reach $9.546 billion in 2025, with an average annual compound growth rate of 7.6%. It should be noted that the localization rate of this market is less than 5%. However, this also means that the growth space of domestic filter manufacturers is huge.
4. Optical chip: The Prospective Industry Research Institute predicts that the size of China's optical communication market will still maintain an average annual compound growth rate of about 12%, and the market size will exceed 170 billion yuan by 2025. Optical chips are at the top of the entire optical communication industry chain, and are also the core links of the entire industrial value chain, with broad market development prospects.
Click here to register for the 2022 Core Power Preliminary Round!
Participating project parties
The four major projects participating in this roadshow will be at their foreshadowing, they are:
【Project 1】MCUs, power management ICs and high-end power devices used in consumer, industrial and automotive fields
Company Name: Shunyuan Microelectronics (Hangzhou) Co., Ltd
Roadshow: Founder of Siddharthav
Shunyuan Microelectronics (Hangzhou) Co., Ltd. was established in June 2020, the Shenzhen subsidiary was established in March 2022, and the Suzhou subsidiary is scheduled to be formally established in May. Shunyuanwei is a high-tech enterprise specializing in integrated circuit design and sales, and its chip design capabilities are at the domestic first-class level. The company is committed to the design, application development and sales of power management (including fast charging chips), MCUs, high-end power devices and other products.
Shunyuan Micro focuses on consumer electronics, industrial control, energy storage, automotive electronics and other fields, the future will continue to integrate technology and industrial chain resources, and constantly enhance independent research and development capabilities, plans to grow into a sales of more than 400 million yuan, with core competitiveness of chips and solution providers through several years of hard work, and strive to enter the capital market to seek greater development.
【Project 2】Leader in the integration of intelligent car cabin and berth
Company Name: Runguang Intelligent (Shenzhen) Co., Ltd
Roadshow: Guo Suguang Founder and CEO
Founded in 2020, Runguang Intelligence (Shenzhen) Co., Ltd. is a leader in the integration of intelligent car cabin and parking integrating Internet and artificial intelligence | Tier1 new force, the core team brought together a number of outstanding experts from Xiaopeng Automobile, BYD Automobile, Qt, Huawei and other well-known enterprises, with an average of more than 10 years of experience. Through leading technology architecture innovation, Runguang Intelligent relied on the original cabin and berthing integration technology to obtain the fixed point of the first-line depot project at the end of 2021, and will soon form a number of mass production projects (expected to have a turnover of 2023 to 300 million yuan).
【Project 3】Medium and high frequency RF front-end module with body acoustic wave filter as the core
Company Name: Suzhou Hantianxia Electronics Co., Ltd
Roadshow: CEO of Tao Zhen
Suzhou Hantianxia Electronics Co., Ltd. started in 2012 in Guizhou Zhongke Hantianxia Electronics Co., Ltd., is a company engaged in the design, development, production and sales of wireless communication RF front-end chips and modules. In July 2019, it was settled in Suzhou Industrial Park as a major investment attraction project, and was renamed Suzhou Hantianxia Electronics Co., Ltd. The core team comes from Tsinghua University, Nanjing University, Shanghai Jiao Tong University, the University of Massachusetts, the University of Cincinnati, the University of Indiana and other well-known institutions of higher learning at home and abroad, and has been deeply engaged in the field of RF front-end chips for more than 20 years. The company's core products are used in 4G/5G mobile terminals of body acoustic filters and RF module chips, passive R & D team has overcome the key process of body acoustic filters, with more than 150 core intellectual property rights, is the first in China to fully grasp the mass production technology of body acoustic filter chips. As of the end of 2021, the company has shipped nearly 200 million units, which is currently the largest RF body acoustic filter chip company in China. At the same time, the company has planned and successfully introduced active team R & D personnel, and is carrying out RF front-end module research and development.
【Project 4】The world's leading post-optical chip process solution
Company Name: Wuhan Shengwei Core Technology Co., Ltd
Roadshow: Qiu Deming Chairman
Wuhan Shengwei Core Technology Co., Ltd. was established in Wuhan in 2016, and the core team has rich experience in optical devices and optical chips. The company's main business includes optical chip packaging and testing services, optical chip packaging and testing solutions and optical chip packaging and testing equipment, providing one-stop solutions with the most advanced technology, the most efficient manufacturing and the most cost optimization for the post-manufacturing process of optical chips. The company maintains close cooperation with many of the world's leading optical chip manufacturers, and is committed to becoming an industry leader and leader in the field of optical chip packaging and testing and packaging.
Comment guests
The three guests who commented on this session are experienced and are:
Managing Director of Fang Hong DeLian Capital
Mr. Fang Hong is the Managing Director of Delian Capital. He graduated from Beijing Jiaotong University in 2008 with a doctorate degree in communication engineering, and then obtained a master's degree in economics from Peking University, with more than ten years of scientific research and industrial experience in the fields of radio frequency microwave and optoelectronics, and has also engaged in investment banking business in the head office of a commercial bank.
He joined Delian Capital in August 2017, focusing on technology investment in semiconductors, communications, optoelectronics and other fields, and his main investment projects include: Deyi Microelectronics, Core Island Technology, Shanghai Angelway, Nanjing Hongtai, Wuhan Pusaisi, Xiamen Yuntian, Huaxin Intelligent, Lipps, etc.
Managing Director of He Ren Long Huaye Tiancheng Capital
Mr. He Renlong joined Huaye Tiancheng Capital in early 2020 and is currently the Managing Director, responsible for investments in the semiconductor sector. Prior to joining Huaye Tiancheng, he served as an investment director at Arm Fund and Lianchuang Capital. Prior to entering the investment industry, he held R&D management positions in Silan Microelectronics, Qualcomm and Spreadtrum Communications.
The projects led and participated by Mr. He include Dozens of enterprises such as Jingwei Hengrun (688326), Sie micro, Guixin, Qixin micro, Deyiwei, Mobile Core Communications, Shengdak, Nanjing Xinde, Xiwei, Makino Micro, Etek, Xingxin, Chaoxinxing, Andchein, etc.
Managing Director, Dubo Huashan Capital
Mr. Du Bo is currently the Managing Director of WestSummit Capital. Responsible for investments in semiconductor and hard technology. Bachelor's and master's degrees from Huazhong University of Science and Technology. He has 17 years of experience in semiconductor industry R&D, technology marketing, strategy, operation management, investment and financing, and mergers and acquisitions. He has served in Centec Communications, AMD, BGI Semiconductor, Galaxy Capital, and served on the boards of directors of many semiconductor and listed companies at home and abroad, helping many companies successfully carry out domestic and cross-border mergers and acquisitions, restructurings, and the landing and expansion of domestic and foreign business. He has led and participated in the investment of Anlu Technology (688107. SH), Chengdu Huawei, Yuntian Lifei, Yingren, Xinchi, Jita, Changxin Storage, Xinshida and other projects have brought billions of yuan in returns to their institutions.
Contest Agenda
The agenda for this roadshow is as follows:
14:00 The event starts, and the host introduces the commentators and the roadshow project
14:10 Project 15 minutes of introduction and 5 minutes of question session
14:30 Project 2 Project Introduction 15 minutes, Q&A session 5 minutes
14:50 Project 3 Project Introduction 15 minutes, Q&A session 5 minutes
15:10 Project 4 Project Introduction 15 minutes, Q&A session 5 minutes
15:30 At the end of the event, the moderator delivered a thank-you speech
Click here to register for the 2022 "Core Power" Preliminary Competition!
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