China's core "breakout war" for the first time - China counterattack

in #science6 years ago

This is a "cooperation" related to the development of China's semiconductor industry in the future.

Last week, a brief and “strong” news came that the ARM China joint venture company had officially started operations at the end of April. Chinese investors accounted for 51% of shares, and ARM accounted for 49%. The new company will take over ARM’s domestic operations. All business. Considering that the country had boiled over the country because of a certain incident last month, it was a "perfect opportunity" to begin formal operations at this time.

Then why did the global semiconductor "invisible giant" ARM accept Chinese investment and set up a joint venture company? What does this matter mean for China's semiconductor industry? Today we will talk briefly.

6 actual situations of the joint venture

1, "Chinese-funded" injection is indeed a thing

ARM China Branch, formerly wholly-owned by the ARM UK parent company, has become a joint venture company through “Chinese capital injection”. The proportion of shares held by both parties is: China 51% and ARM 49%.

  1. What is the new relationship between ARM China and ARM parent company?

The most critical related patents of ARM are all concentrated in the hands of the ARM parent company. The ARM China branch company that is funded does not directly own these patents. According to the author's understanding, the original top level of ARM China is Chinese, and all of them have served for a long time and the team is relatively stable. It is estimated that the capital injection will not affect the actual operation of ARM China.

However, all business related to China will be carried out by ARM China. The Chinese joint venture will be “self-financing”.

According to tiger sniffing from insiders, the technology property R&D of ARM China will remain in the joint venture company in the future.

3, the new ARM China's corporate goals

Just open the new home page of ARM China and you will see two paragraphs like this:

Remus Technology (China) Co., Ltd. relies on the world's leading ecosystem resources and technological advantages. Based on local innovation and Chinese partners to grow together, Enmou Technology (China) Co., Ltd. is committed to become the core intellectual property development and service of integrated circuits in China. The platform supports and promotes the rapid development of China's electronic information industry.

As the headquarter of ARM's IP business in China, Enmou Technology (China) Co., Ltd. will conduct integrated circuit intellectual property (IP) licensing and technical services to its partners headquartered in China; and based on the needs of the Chinese market, independent research and development will be based on ARM. Technology IP and standards enable China's smart technology innovation.

  1. ARM China has officially started recruitment

ARM China's new website has added official social recruitment portals and is recruiting at the same time, through the internship, and the three major social channels. Among the highest-level social recruiters, 37 positions were listed in one breath, covering CPU, GPU, IoT, AI, and software.

5, not "ARM mini China"

In many of the previous reports, there was an "ARM mini China" code that was often mentioned, and even the media called it the name of the new company, but these statements were wrong.

The actual situation that the tiger sniffs from the person familiar with the matter is: “The ‘ARM mini China’ (ARM’s independent small China branch company) is certainly not correct. It has only mentioned ‘China mini ARM’ (China’s small ARM).”

  1. Regardless of the success of the joint venture, ARM is “necessity” for the Chinese market.

"Chinese capital injection" is not the "starting point" for ARM to enter China. ARM has already made a series of deployments in China. Joint ventures are just one thing to push the boat.

After finishing the six conditions that must be understood, let's elaborate on the “Chinese ambitions” that ARM has already started and the significance of this incident.

ARM "China layout" has already started

Although ARM is quite low-key in China, many "actions" of ARM in China can actually be found in public information.

Taking the ARM China entity that will be funded this time as an example, its official name is “Anmol Technology (China) Co., Ltd. (hereinafter referred to as “Anmol China”). Before the name was renamed in September 2017, “Anmou Electronic Technology ( Shenzhen) Co., Ltd.". However, at present, the fact that “Chinese capital injection” is not yet reflected in its various business registration information, and the shareholders are still the ARM parent company: ARM Limited.

In addition to the name joining "China," ARM's "layout" in China also includes three other directions, including incubators, investment management platforms, and industry funds.

Finally, the fund, as early as the beginning of 2017, the official website of the Ministry of Science and Technology announced the establishment of a fund called “Huan An Innovation”. Among the investors, besides ARM, there are CIC, Silk Road Fund, Singapore Temasek, and Shenzhen. Shenye Group, Hopu Investment, according to media reports, the fund's size is 800 million US dollars.

Since these actions have been carried out since 2015 and the overall progress has been perfected prior to this joint venture, it can be seen that ARM has long been “devising” the Chinese market.

Of course, if you look closely, you can still see some "creepy traces" related to this joint venture. If we draw a dividing line in 2018, only 2 of the above mentioned companies will be updated:

In January this year, Antitrust China filed a new website “armchina.com”. In addition, ARM does not currently have a "traditional" web page for countries to set up a dedicated web page. (Currently, the site has begun to recruit from the community)
ARM's three domestic investment platform companies, Shenzhen Anchuang Equity Investment, Ningbo Anchuang Growth, and Ningbo Anchuang Supply, registered capital changes in March and April of this year. After the change, the total registered capital reached 1.61 billion yuan. The high probability is related to Chinese capital injection.

Judging from the series of Sinification time of ARM China, the time of this joint venture is not caused by the stimulation of Xingxing, but it should be an established plan between ARM and China.

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