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Huawei VC, a unit of huawei, invested in shandong tianyue and jiehua microelectronics

date: 2019-08-28
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Four months ago, huawei quietly launched a venture capital firm, Hubble capital, with a total stake of 700 million yuan.Recently, the investment community learned that Hubble investment has been quietly invested in two shandong tian yue and jiehuate microelectronics two companies.


It's worth noting that both companies are in the semiconductor industry.Shandong tianyue is the leading enterprise of silicon carbide, the third generation semiconductor material in China.Huawei's move is intriguing in the context of the us and China's battle for a say in semiconductors.


First shot:


Huawei has quietly invested in two semiconductor companies


With huawei's investment, where did these two companies come from?


Data show that shandong tianyue was founded in 2010, the core product is silicon carbide material, which is the latest development of the third generation semiconductor material after silicon, gallium arsenide semiconductor.'Who gets silicon carbide gets the world!'Silicon carbide is of great significance to 5G construction and has become a recognized fact in the industry.


China and the global 5G network is under large-scale construction.Big data transmission, cloud computing, AI technology, Internet of things, including the next step of energy transmission, put forward higher and higher requirements for network transmission speed and capacity, the market demand for high-power chips is very large, and silicon material load has no room for breakthrough.


Silicon carbide is an ideal substrate material for manufacturing high temperature, high frequency and high power semiconductor devices, and its comprehensive performance can be improved by thousands of times compared with silicon materials.


5G era, silicon carbide market will maintain high-speed growth.According to Yole, a well-known French electronic supply chain market research institution, the global market size of silicon carbide application will reach 500 million us dollars by 2020, and the market size will double to 1 billion us dollars by 2022, and the compound growth rate will reach 40% in 2020-2022.


At present, the global pattern of silicon carbide industry is divided into three parts: the United States, Europe and Japan.Europe has a complete industrial chain in sic substrate, epitaxy, devices and applications.Japan is the absolute leader in equipment and module development.


After 8 years, shandong tianyue has become the fourth enterprise in the world to realize mass production of sic substrate materials, and its main products are of extremely high technical difficulty.There are only 4 mass production companies in the world, which are equipped with both conductive type and high purity semi-insulation technology, and the size covers 2-6 inches.In 2016, shandong tianyue 'wide forbidden band power semiconductor industrial chain project' was included by the national development and reform commission in the national integrated circuit '13th five-year plan' major productivity layout project.


On August 16, haber invested 9.08 million yuan to acquire a 10% stake in shandong tianyue, according to qiancha.The actual control of the company is zong yanmin, holding nearly 90%.Considering huawei's external environment and the importance of silicon carbide in 5G era, huawei's investment in shandong tianyue is understandable.


Compared with shandong tian yue, hangzhou jiehuate microelectronics is much more high-profile.According to the data, jiehuat was founded in March 2013, with registered capital of 55 million yuan, headquartered in hangzhou, with branches in the United States, South Korea, China, zhangjiagang, shenzhen, xiamen and other places.


It is worth mentioning that before the investment of Hubble, JHF has completed several rounds of financing, and the investors include xinyuan fund, zhongdian haikang, zhongyin zheshang industrial fund, juyuan capital.


Huawei investment territory:


There have been 14 public investments, most of them mergers and acquisitions


In fact, before Hubble, huawei was already testing the waters of investment.


According to qiachun data, huawei has disclosed 14 investment cases so far, 9 of which are mergers and acquisitions.From the perspective of the company's business, it mainly focuses on the key technology fields such as Internet of things, chip, cloud storage, and some Internet projects.


Huawei previously had a division devoted to investment, known as corporate development.According to huawei insiders, 'this department is mainly engaged in overseas investment, and most of the projects in China are founded by huawei's own people.'


Over the past decade, the corporate development department has led a number of major investments by huawei, the largest being the $530 million acquisition of huawei symantec in 2011 and the $150 million acquisition of Toga Networks in 2016.


In July 2014, huawei invested usd 26.2 million in XMOS with Bosch of Germany and Xilinx of the United States.Founded in 2005, XMOS is dedicated to the design and production of high performance chips in the Internet of things field. It is worth mentioning that this is huawei's first investment case in the UK.Two months later, huawei moved into the Internet of things space, buying another British Internet of things company, Neul, for $25 million, after nine months of working with huawei.


Years ago, the Internet of things became the focus of huawei's strategic layout.As early as 2012, huawei announced to enter the Internet of things, and has completed the relevant Internet of things solutions.


For huawei, which is known for its Wolf culture, its investment style is also unusual.But huawei has invested in the Internet sector as well as focusing on its main business.


What does huawei want this time?


Ren zhengfei has made it clear that 'no equity investment'


Technology giants involved in venture capital is not a new thing, before tencent, ali, after xiaomi, Meituan comments, have incarnated strategic investors, in waves.


However, huawei's entry into the VC circle has aroused heated discussion because it broke the 'three no' principle previously proposed by huawei.


In November 2017, ren zhengfei, the founder of huawei, issued a document no. 126 on human resource management, which made it clear that he should do something or not.One of the core is not to do applications, do not touch data, do not do equity investment.Focusing only on cloud computing and big data artificial intelligence platform, it makes it easier and easier for all industries to realize their own intelligence.


In fact, huawei's approach to investment has always followed the rules laid down in huawei's basic law, which states that huawei will never enter the information service industry or any industry outside the main industry.


Later, xu zhijun, huawei's rotating President, also stressed in an interview related to huawei cloud that in the cloud field, huawei does not invest in integrators or application developers, cultivate a group of 'dear sons', or let 'dear sons' compete with partners.


In this regard, the outside world has long questioned.In the domestic business, huawei has made great achievements in the field of communication hardware, but it is still a newcomer in terms of investment.Tencent, alibaba and other Internet giants have built a huge moat from the bottom to the application layer, while huawei has always been 'missing a leg'.


Now, what are the signals from the two Hubble investors?A private equity source close to huawei's top management told the investment community that huawei's investment is not for financial investment purposes, but to build its industrial ecological layout.He analyzed that the transformation of huawei's internal business revenue structure from carrier-driven B terminal to terminal-driven C terminal forced huawei to build an industrial ecology without breaking the basic law of huawei.


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