In 2012, the income was 13 million yuan, 30 million yuan in 2013, and 170 million yuan in 2014. The planned income target for 2015 is more than 400 million yuan.
Planar display technology IC design manufacturer Beijing JiChuang North Technology Co., Ltd. (hereinafter referred to as "Ji Chuang North") is growing at a fabulous speed, gradually establishing its unique voice in the field of touch display chips, becoming a touch Control the display chip market a dazzling new star.
In order to further understand the latest layout of JiChuang North in the mobile phone and tablet market, on May 7, Sun Yanwei, the president of the First Mobile Research Institute, went to the Beijing headquarters of JiChuang North and started with Zhang Jinfang, the chairman of JiChuang North. communication.
Zhang Jinfang revealed that the most important action in the creation of the North in 2015 is that the touch display chip should enter the mobile phone field and strive to become a chip supplier for the domestic first-line mobile phone brand.
The first mobile phone industry: For the mobile phone market, JiChuang North is still a new recruit. Can you introduce the company's product layout and positioning?
Zhang Jinfang: JiChuang North has been positioning the company's products around flat panel display technology applications, including panel power management chip (PMU), touch chip (TOUCH), panel driver chip (TFT-LCD DRIVER) and timing control chip (TCON). And provide a complete solution for end customers.
The original screen is just a simple display component. Today, with the development of multimedia and the demand for mobile payment, voice recognition technology, biometric technology and touch are gradually integrated, which causes the screen to become a control entrance. In both directions, it is the gateway to the mobile Internet and the digital world. In the north, JiChuang is positioning the products around the screen of the smart device.
For smart terminal devices, it is mainly composed of three major blocks, one is the operating system, the second is the main chip, and the third is the screen. Now China's mobile phone brands such as Xiaomi, Huawei, and Lenovo have not only grown in the Chinese market, but also began to rapidly expand overseas markets. Today's screen-centric chip design manufacturers are mainly Taiwanese and foreign manufacturers. The prospect of integrating the northern market lies in the company's integration of TV, computer and mobile phone multi-screen, product extension, including fingerprint recognition and other innovative technologies.
Mobile Internet and big data have driven the development and innovation of the screen. Mobile Internet + has also driven the development of China's smart phone terminal industry. In response to the growing demand for mobile devices, the company is currently integrating touch and display driver chips - ITDTM, the touch display integrated chip is expected to be launched in the second half of this year. A driver chip for a small-sized screen on a smart watch will also be introduced in the near future.
The first mobile phone industry: Recently, in the field of touch display chips, Synopsys launched a 337 investigation on Huiding. Excuse me, how do you think about this? Can the disclosure of the patent layout of JiChuang North be disclosed?
Zhang Jinfang: The patent disputes encountered by Huiding are inevitable problems encountered when Chinese integrated circuit companies compete with international enterprises. Patent construction is a long-term project for any company. For Chinese integrated circuit companies, applying for patents is not only to defend and protect themselves, but also to enhance market competitiveness in the future.
Gathering North is a supplier to BOE. BOE has high patent requirements for suppliers. Gathering North began patenting in the field of semiconductor display and touch three years ago, and has a design in panel drive and touch integration solutions. The core patent. Through professional intellectual property management team, the company fully exploits technological innovation and transforms research and development results into independent intellectual property rights of the company. At present, JiChuang North has dozens of intellectual property rights, and there are still more than 30 patents applied for so far. In addition to applying for patents in China, the company has also started to deploy overseas patents simultaneously. It is certain that the development of intellectual property rights in the North will show explosive growth.
The first mobile phone industry: Can you use the figures and customer base to summarize the achievements of JiChuang North in the field of integrated circuits in 2014?
Zhang Jinfang: Power management chip shipments are mainly concentrated on large customers and large-size screens. Major customers such as BOE, Huaxing Optoelectronics and other domestic panel factories, including some brands in South China. The main competitors in this part are international manufacturers, but there is a big advantage in the creation of the North. At present, the power management chip monthly shipments are at 5 KK, mainly for large-size screens.
The competition for small-sized touch chips is fierce. Many manufacturers are withdrawing from the touch market, but the North is progressing step by step. At present, the monthly shipment of JiChuang North Touch Chip is around 3KK, which may not be comparable with companies such as Huiding and Duntai, but our shipments have been growing steadily. Small-size screen touch chip customers are mainly concentrated in the tablet field, such as cooperation with TP manufacturer Guoxian to provide touch modules to the well-known educational tablet manufacturers in the United States to jump frogs, and the main chip manufacturer Ruixin Micro, touch modules are provided to Thailand's education tablet market is also available to Philips, Jinghua, ZTE and other flat products.
The first mobile phone industry: Can you disclose the layout and planning of the touch chip in the North?
Zhang Jinfang: The first is to enter the mobile phone field, and the second is to further enter the famous brand. Through the panel customers, JiChuang North has entered some international brands such as Dell (DELL) and Hewlett-Packard (HP), as well as Lenovo Superbook YOGA and Samsung Galaxy Tablet PCs. The LCD panels they use have chips from North China. This year we want to enter the domestic first-line mobile phone brand market.
The first mobile phone industry: Now, is the mobile phone terminal manufacturer directly selecting the touch chip? Or is it the manufacturer of the touch screen to choose?
Zhang Jinfang: The touch chip must be pointed out by the mobile phone manufacturer because it involves the user experience. The driver chip on the LCD panel, due to matching, etc., is generally determined by the panel manufacturer. As the mobile terminal manufacturers become more and more vocal, I think that the terminal brand may have the final say, and the key materials will be designated by the terminal manufacturer.
The first mobile phone industry: Now the in-cell touch display has become a high-end representative. How do you view the development prospects of domestic in-cell screens?
Zhang Jinfang: The market for In-cell screens will become larger and larger as the process matures and the yield increases. Applications will become more widespread. Domestic in-cell screens also have broad prospects in this field. At present, high-end models of domestic mobile phone brand manufacturers, including Huawei and OPPO, have introduced IN-CELL technology in large quantities. The high-end model Xiaomi Note released at the beginning of the year is also the main focus. IN-CELL touch technology. In the future, In Cell screen will become the mainstream configuration of mobile terminals.
Innocence began research and development of in-cell technology in 2012. The first In-cell screen lit up in the lab was the world's largest 11.6-inch screen. In addition, Jichuang has also conducted in-cell technology pre-research with in-depth cooperation with domestic panel factories. At present, the breakthrough solutions of Touch and Driver have achieved technological breakthroughs. At the same time, Ji Chuang has laid out its own Driver team and is actively communicating and cooperating with panel manufacturers. It is expected that in the second half of this year, a touch and driver integrated chip solution with independent intellectual property rights will be launched. However, although the domestic panel makers have already made samples of the In-cell screen, due to the complicated design of the IN-CELL screen, the production is difficult to control, the yield is low, and it is impossible to ship on a large scale, which also creates its high cost. . It takes a certain amount of time to actually use it on a large scale.
The first mobile phone industry: Can you disclose the income target of the North China Group in 2015? What is your layout for the most popular fingerprint identification products?
Zhang Jinfang: JiChuang North's performance growth has been very fast. In 2012, the sales revenue was 13 million yuan. In 2013, it was more than 50 million yuan. In 2014, it reached 170 million yuan. The 2015 plan is about 4 billion yuan.
Although fingerprint recognition is hot now and market competition is fierce, there are not many truly satisfactory solutions and technologies. The fingerprint identification market is still in a period of technological development. The position of JiChuang is one step at a time. No matter how the market changes, whether the products are competitive or not, whether there is a good experience and foundation, this is the key to determining the success of a company.
At present, the biggest problem of fingerprint identification is that the product specifications are not uniform. When the IC specifications are not uniform, the overall market volume of fingerprint identification will not be large, and the processing cost will be very high. Second, the characteristics of the mobile phone will require standardization, and the supplier cannot be unique, but also have second and third suppliers. In the fingerprint identification market, there is no second or third supplier for each chip.
From the structural point of view of the product, if there is no second supplier. For mobile phone manufacturers, once the product is hot, it may be out of stock and out of stock. Also, now everyone is doing fingerprint booting and unlocking, this is just the initial stage of the most basic and low-level fingerprint application.
In the future, the application of fingerprint identification in finance is a big prospect and direction. The next generation ID card will also be done with fingerprint chips. The requirements for software algorithms are very high, and the requirements on the chip itself are very high.
Ji Chuang North History
In September 2008, Jichuang North was established.
In October 2012, JiChuang North LED driver chip was approved by the National 863 Program.
In December 2012, the LED driver chip project won the Beijing Science and Technology Award.
In August 2013, JiChuang North was named “Top Ten IC Design Companies with the Most Development Potential in China†for two consecutive years.
In October 2013, ICN2026 was included in the list of national key new products.
In December 2013, JiChuang North entered the key integrated circuit design enterprise within the national planning layout.
In August 2014, ICN85XX series touch products won the 2014 Electronic Achievement Award for Outstanding Product Award.
In October 2014, Ji Chong won the “China Core†IC design company with the most investment value.
In November 2014, Jichuang won the 2014 Five Outstanding Technical Support China IC Design Company.
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