1、Lamp Video reported in real name that Fuman Electronics was suspected of abusing its market dominance to monopolize the relevant chip market.

 

On August 12, LED electronic display manufacturer Lamp Video released information on its WeChat official account saying,Real-name report against Fuman Electronics for allegedly abusing its dominant market position to monopolize the relevant chip market, after it issued a joint lawsuit proposal to the LED industry on July 8, it has so far received support from nearly 100 IC victim companies in the industry, and 9 display screen companies have requested to participate in the joint lawsuit.

Previously,Lamp Video launched an initiative on July 8, saying that domestic listed IC packaging company Fuman Electronics was maliciously driving up prices., disrupted the market order, and repeatedly failed to implement signed purchase contracts, driving up chip prices. Many domestic LED screen manufacturers were forced to close down because they could not withstand the pressure.

It is reported that Lamp Video has submitted a "Report Letter Regarding Fuman Electronics' Suspected Abuse of Market Dominance to Monopolize Related Chip Markets" to the China Optical and Optoelectronics Industry Association and the Anti-Monopoly Bureau of the State Administration for Market Regulation.

 

In this regard,Luo Qiong, Secretary of the Board of Directors of Fuman Electronics, said that Lamp Video has defamed the company many times, and now we want to countersue them for unfair competition and infringement of the company's reputation.. She also said that Fuman Electronics and Lamp Video have no direct supply relationship. They get the goods from agents, and we have a supply relationship with agents. Moreover, the sales price in the market is controlled by the market and is not adjusted by three parties.

         

Fabless/IDM

2、It is rumored that major American analog IC manufacturers may withdraw from some chip markets next year

 

Taiwan Electronic Times reported on August 12 that according to supply chain news, due to production capacity constraints, major U.S. analog IC manufacturers have recently suspended orders for some products and may withdraw from the related chip market in 2022. Therefore, we began to notify downstream customers to prepare in advance and look for other alternatives.

 

Taiwanese analog IC designers, MOSFET chip suppliers, and electrostatic protection (ESD) component manufacturers stated that they could not comment on the practices of other peers. However, the current shortage of demand still continues, and customers continue to rush for goods at high prices. The short-term increase in upstream wafer foundry capacity is limited, and the new production capacity plan for 2022 cannot fully meet demand. It is expected that the supply and demand pressure on terminal chips will continue.

3. Galaxy Microelectronics: The sharp increase in raw material prices has led to an increase in the price of the company’s products

 

Recently, when interacting with investors, Galaxy Microelectronics stated that due to the sharp increase in raw material prices, the company's product costs have increased, so the company has also adopted corresponding price adjustment strategies in product sales and increased prices appropriately. The industry develops in waves, and product demand and price increases are not static. Therefore, the company fully considers the stability of customer resources while ensuring gross profit margins, in order to achieve long-term cooperation and rational win-win results.

 

Regarding the application scope of its products, Galaxy Microelectronics stated that the company's products have a wide range of downstream applications, including computers and peripheral equipment, household appliances, adapters and power supplies, network communications, automotive electronics, industrial control and other fields. At the same time, Galaxy Microelectronics products have also entered the automotive field, and vehicle-related products are mainly used in car audio, lighting, motor drives, etc. Galaxy Microelectronics said that in the future, it will still focus on the main business of semiconductors.

4. Rockchip: The company’s shareholders received warning letters due to short-term trading

 

Rockchip announced on August 11 that recently, the company’s shareholder Run Kexin received a warning letter from the Fujian Securities Regulatory Bureau. After investigation, as of June 22, 2021, Runkexin held 8.01% of Rockchip shares. From June 23, 2021 to June 29, 2021, Runkexin sold a total of 1.3208 million shares of Rockchip shares and bought a total of 9,000 shares of Rockchip shares, constituting short-term transactions.

 

According to the provisions of Paragraph 2 of Article 170 of the Securities Law, the Fujian Securities Regulatory Bureau decided to take regulatory measures to issue a warning letter against Runkexin. The Fujian Securities Regulatory Bureau proposed that Runkesin should fully learn lessons, strengthen the study of securities laws and regulations, strictly regulate stock trading behaviors, prevent such illegal activities from happening again, and submit a written report on improvements and learning to the Fujian Securities Regulatory Bureau within 10 working days from the date of receipt of this decision.

 

5. IC Insights: Global automotive MCU sales will increase by 23% this year, reaching a record high of US$7.6 billion.

 

Science and Technology Innovation Board Daily reported on August 12 that IC Insights’ latest report shows that automotive MCU sales are expected to surge by 23% during the economic recovery in 2021, reaching a record high of US$7.6 billion, followed by growth of 14% in 2022 and 16% in 2023.

 

Despite some setbacks in the first half of 2021 - such as a massive power outage in Texas that shut down fabs during February's historic Arctic cold wave, and severe damage to some fabs in Japan - semiconductor makers say they are ramping up production of automotive MCUs. For example, foundry giant TSMC said in July 2021 that its automotive microcontroller wafer fab production capacity would increase by 60% in the third quarter of 2021 compared with production a year ago and 30% higher than the level before the outbreak.

Manufacturing / packaging and testing

6、Hua Hong Semiconductor: Net profit in the second quarter was US$44.082 million, compared with US$17.826 million in the same period last year

 

On August 12, Hua Hong Semiconductor announced on the Hong Kong Stock Exchange that its second quarter revenue was US$346 million, compared with US$225 million in the same period last year, net profit was US$44.082 million, compared with US$17.826 million in the same period last year, and earnings per share were US$0.033, compared with US$0.014 in the same period last year.

 

In addition, the announcement showed that in the six months ended June 30, 2021, Hua Hong Semiconductor's sales revenue hit a new high, reaching US$651 million, a year-on-year increase of 52.0%, mainly due to an increase in wafer shipments and an increase in average sales prices. Profit attributable to owners of the parent company was US$77.1 million, a year-on-year increase of 102.3%. Gross profit margin is 24.2%, basic earnings per share is US$0.059, and no dividends are paid.

 

7. Liyang Chip plans to raise an additional 1.36 billion yuan for integrated circuit testing projects and supplementing working capital.

 

On the evening of August 11, Liyang Chip issued an announcement stating that the number of shares it plans to issue to specific objects will not exceed 20% (inclusive) of the total share capital of the listed company before the issuance, that is, 27,280,000 shares, and the total amount of A shares issued to specific objects will not exceed 1,365,196,200 yuan; the funds raised will be used for Dongcheng Liyang Chip integrated circuit testing projects and supplementary working capital.

 

Liyang Chip stated that as an independent and professional third-party chip testing company, the company will continue to introduce advanced high-end equipment and technical talents through the implementation of this fundraising project, which will effectively promote the improvement of Liyang chip testing capabilities, expand its influence in the industry, and build Liyang Chip into a well-known third-party testing brand.

Materials/Equipment

8、Shiming Technology: The Maanshan photoresist project has not received government subsidies and there is no subsidy fraud.

 

According to news on August 12, an investor asked Shiming Technology on an interactive platform, "How much money did the company actually invest in the Ma'anshan photoresist project? How much is the government subsidy for this project? There have been rumors in the market that this project is just to defraud subsidies."

 

In this regard, Shiming Technology stated on the investor interaction platform that the company signed the "Zone Entry Agreement" with the Ma'anshan Cihu High-tech Industrial Development Zone Management Committee to invest in the construction of a "annual production capacity of 56,000 tons of advanced photosensitive materials and 1,000 tons of photoresist nanopigment dispersion projects." The project plans a total investment of 220 million yuan, and the company is currently fully advancing the relevant project procedures for approval. The company currently has not received any government subsidies related to this project, and there is no false situation of subsidy fraud.

Industry trends

9、Canaan Technology strategically invests in image display chip manufacturer Pixelworks

36Kr reported on August 11 that "Canaan Technology" announced a strategic investment in Zhudian Semiconductor (Shanghai) Co., Ltd., a wholly-owned subsidiary of "Pixelworks", an innovative video and display processing solution provider in China.

 

This strategic investment also includes Shanghai Beyond Moore Equity Investment Fund Partnership (Limited Partnership), Qingdao Beyond Intelligent Chip Venture Capital Partnership (Limited Partnership), VeriSilicon Microelectronics (Shanghai) Co., Ltd., and Beijing Yitang Changhou Display Chip Venture Capital Center (Limited Partnership).

 

10. Academy of Information and Communications Technology: Domestic mobile phone shipments in July were 28.7 million units, a year-on-year increase of 28.6%

 

The latest report from the China Academy of Information and Communications Technology shows that domestic mobile phone shipments in July were 28.676 million units, a year-on-year increase of 28.6% and a month-on-month increase of 11.7%. The accelerated penetration of 5G mobile phones has become the main driving force for market growth, with shipments of 22.834 million units, accounting for 79.6%.

 

In terms of the overall shipment volume of the domestic mobile phone market, in July 2021, the domestic market mobile phone shipments were 28.676 million units, a year-on-year increase of 28.6%, and a month-on-month increase of 11.7%. Among them, 5G mobile phones were 22.834 million units, a year-on-year increase of 64.1%, a month-on-month increase of 15.4%, accounting for 79.6% of mobile phone shipments during the same period.

 

11. Inner Mongolia’s electronic-grade high-tech silicon-based material project with an annual output of 1,200 tons for chips is expected to start in September

 

According to the Science and Technology Innovation Board Daily on August 12, according to news released by Zhungar Banner, Inner Mongolia Xingyang Technology Co., Ltd. invested 120 million yuan in the Zhungar Economic Development Zone to build a 1,200-ton chip electronic-grade high-tech silicon-based material project that has completed the project registration and is about to start construction.

 

At present, the project has completed research and development, and plans to start construction in September this year and put into production in September 2022. It is reported that Inner Mongolia Xingyang Technology Co., Ltd. is an enterprise engaged in the research and development, manufacturing and sales of electronic-grade silane. Since it was put into production in 2018, the company has invested a total of more than 15 million yuan and successfully developed six electronic-grade high-tech silicon-based materials for chips.

5G/IOT/AI

12、China’s first 700M 5G NR base station built in Shanghai

 

Shanghai Economic and Information Technology Commission reported on August 11 that in order to carry out 5G broadcast technology verification and joint debugging and testing, in June this year, the Science and Technology Department of the State Administration of Radio and Television and China Radio and Television Network Group Co., Ltd. conducted a 5G NR broadcast tower test in Shanghai as planned. On August 6, the Oriental Pearl TV Tower 5G NR broadcast tower trial construction work was basically completed. It was the first in China to complete and meet the test conditions.

 

The construction work of this trial site is tight, the task is heavy, and it is difficult. The 5G NR broadcast equipment is mounted on the outside of the Oriental Pearl TV Tower. The antenna height is about 320 meters. There is no experience to follow, and it is the first time in China.

Stock market trends

13. China and the United StatesSemiconductor Stock Market Overview

 

Haitong Semiconductor (BI801081) Index

The closing index of Haitong Semiconductor (BI801081) index today (August 12) is7353.74, the increase is1.89%, the total transaction volume reached 49.028 billion. which rose36home, down10Home.

Image source: Haitong e Haitongcai

TOP5 Semiconductor’s Biggest Gains

Top 5 semiconductor companies with the largest decline

Image source: Haitong e Haitongcai

 

US Semiconductor Index ETF (SOXX.US)

Tencent self-selected stock data shows that the closing price of the US Semiconductor Index ETF (SOXX.US) on August 11 was457.23US dollar, down by0.34%, the total trading volume reached 648,600 shares.

Image source: Tencent Optional Stocks

 

news side

14、The number of shareholders of Ziguang Guowei decreased by 7.37%, and the average shareholding per household was 1.9432 million yuan.

 

Ziguang Guowei disclosed in the Shenzhen Stock Exchange interactive transaction on August 11, 2021 that as of August 10, 2021, the number of shareholders of the company was 62,500, a decrease of 4,972 from the previous period (July 30, 2021), a decrease of 7.37%.

 

The number of shareholders of Ziguang Guowei is higher than the industry average. According to Choice data, as of August 10, 2021, the average number of shareholders of listed companies in the electronics industry was 54,100. Among them, the number of company shareholders in the range of 10,000 to 20,000 accounted for the highest proportion, accounting for 26.58%.

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