Kodi Richie Wei, yemwe amathandizidwa ndi Hikvision, akhoza kuima pamsika wa IPC?

Posachedwa, Unduna wa Zamalonda ku US walengeza kuti mabungwe 28 aku China aphatikizidwa pamndandanda wazinthu zotsogola zotumiza katundu, kuphatikiza Hikvision, Dahua Technology, Keda Xunfei, Vision Technology, Shangtang Technology, Yitu Technology, Xiamen Meiya Keke Information Ltd., Yuxin Technology Co, Ltd. ndi luntha lina lochita kupanga, kuzindikira nkhope ndi ogulitsa kuwunikira chitetezo.

Pambuyo poti makampani ambiri monga ZTE, Huawei, ndi Zhongke Shuguang adalembedwa pamndandanda wa mabungwewo, Hikvision, Dahua Technology ndi makampani ena ali omasuka poyankha izi, ndipo adasungiratu kale pasadakhale kuti awonjezere kufufuza komanso kupeza zoweta komanso wakunja. Zida zina, njira zosinthira, tchipisi tokha ngati pakufunika ...

Ndizofunikira kutchula kuti Hikvision adanena pamsonkhano wolumikizana ndi Investor kuti pa chipini chachikulu cholamulira, kaya ndi DVR / NVR kapena kamera, pulogalamu ya kunyumba ya SoC yayikulu pafupifupi 80%.

M'malo mwake, pankhani yazolimbikitsa kuwunika chitetezo, othandizira othandizira pa int ali ndi zabwino zakugwiritsa ntchito mtengo wokwera, kuyankha mwachangu, kusankha kosavuta, ndikugwirizana bwino ndi opanga makina onse, monga Haisi, Fuweiwei, Guokewei, Beijing Junzheng. Opanga ena akwanyumba akhala akuchita masewera olimbitsa thupi kuyambira kale.

Mothandizidwa ndi "m'bale wang'ono" wa Hikvision, zochitika zokhudzana nazo zidapitilira 60%

Pambuyo pa mndandandandawo, Huawei Haisi ndi Fuyu Weiguang, omwe amagulitsa kwambiri ziwonetsero za chitetezo cha Hikvision, adatsutsana kwambiri. Huawei Haisi, monga wopanga wopanga wamkulu kwambiri ku IC ku China, ndiwosewera kwambiri pamasewera apamwamba owunika. Gawo lake pamsika ndi 80%, ndipo mphamvu zake ndizosatsimikizika.

Olemera ndi osauka ndiosiyana. Hikvision ndi kasitomala wamkulu wa Fu Weiwei, komanso ndi phwando lolumikizana. M'maso mwaogulitsa, Fu Weiwei wakhala "m'bale" wachichepere wa Hikvision. Kupindula ndi izi, mtengo wogawana wa Fuyi kamodzi udakwera 303. Yuan / share. Ngakhale mtengo wake wogulitsira watsala pang'ono kugwera pa gawo limodzi mwa magawo atatu a kukondwerera kwake, ndi umodzi mwazitengo zochepa pamakampani a A-share IC.

Monga aliyense akudziwa, Gong Hongjia, yemwe amadziwika kuti ndi "wolemba wabwino kwambiri mngelo ku China", ndiye wachiwiri kwa wachiwiri kwa wachiwiri kwa Hikvision. Nthawi yomweyo, a Gong Hongjia adagwiranso ntchito ngati director of Fu Weiwei komanso gawo lachitatu lalikulu la Fu Weiwei. Chen Chunmei ndi mkazi wa Gong Hongjia.

Malinga ndi lipoti la chaka cha 2019 la Fuyuwei, Fuyu Micro 2019 idapeza ndalama zogwirira ntchito miliyoni 219 miliyoni za yuan ndi phindu lonse la ma miliyoni 37.10 miliyoni mu theka loyamba la chaka. Mwa iwo, kuchuluka kwa zinthu zogwirizana ndi Fuxiwei ndi Hikvision kuli pafupifupi 138 miliyoni, kuwerengera 66% ya kuchuluka kofananira kwa Fu Weiwei.

Msika wa chip wa ISP ndiwopikisana kwambiri, mitengo ya chip ndi yotsika

Pakadali pano pali mitundu inayi yayikulu ya ma CD owonera chitetezo, ma ChipC a IP mu makamera amtaneti, tchipisi cha SoC mu DVR / NVR yakutsogolo, ndi ma aligorms ophunzirira mwakuya, tchipisi cha accelerator, ndi ma ISP tchipi kuma kamera analog-front.

Malinga ndi National Gold Securities Research Report, Fuyu Micro adapanga chipP cha ISP chokhazikitsidwa ndi sensenti ya CMOS mu 2010. Choyamba, idagula msika wina kudzera mwa opanga zida zazitali komanso zapakati pa US China, ndipo zopangidwa zake zidalowetsedwa bwino ku Hikvision . , ndikusinthanso gawo la opanga akunja monga NextChip. Pakadali pano, Fu Weiwei wakhala wopereka makasitomala akuluakulu a Hikvision ISP.

Ndizofunikira kudziwa kuti kuyambira 2014 mpaka 2016, ndalama zomwe FT Micro zimagwira zinali 175 miliyoni Yuan, 182 miliyoni Yuan, ndi 322 miliyoni Yuan; phindu lonse anali 37.806 miliyoni yuan, 36.865 miliyoni Yuan, ndi 110 miliyoni a Yuan; Zokwanira kuyambira 2014 mpaka 2016 Mphepete mwa phindu lalikulu anali 51,57%, 55.96% ndi 56.96%, motsatana. Ndalama zomwe tikugwira, phindu lonse ndi phindu lonse lazonse zomwe zikuwoneka zikuwonjezeka.

Kuyambira pamndandanda wawo mu 2017, ndalama zomwe FT Micro idachita zanyumba, phindu lake lonse lagwa kwambiri, ndipo phindu lake lonse latsoka latsika. Mu theka loyamba la 2017 mpaka 2019, ndalama za FT Micro zinali 449 miliyoni, yuan 412 miliyoni, ndi yuan miliyoni 219 motsatana; phindu lonse linali ma yuan miliyoni miliyoni, 55 miliyoni miliyoni a yuan, ndi 37.01 miliyoni a yuan motsatana; malire opeza phindu anali 47.60% ndi 41.94% motsatana. 35.73%.

Fu Weiwei adalongosola kuti chifukwa cha mpikisano wowonjezereka m'makampani komanso kusintha kwa kusakanikirana kwa malonda, phindu lalikulu la kampani latsika.

Malinga ndi zomwe mafakitale apanga, kutumiza kwa kamera ya analog yomwe ikugwiritsa ntchito tchipisi cha ISP kwakhazikika, tekinoloji ya ISP ikukula kwambiri, ndipo mitengo ya chip ikupitilirabe kugwa.

Mwachidziwikire, msika waukulu wa Philippine ISP chip msika ukuwonjezeka kwambiri, ndipo uli kale munyanja yofiira, ndipo Fu Weiwei akufunafunanso zopambana pamunda wa IPC chip.

ChipC IPC: pakutseka kale, kuthamangitsa

Kuphatikiza pa makamera a analog, makamera amtaneti akuyamba kutchuka mwachangu ndi oyendetsa anzeru, ogwiritsa ntchito ma network. Malinga ndi kunena kwa Shen Wanhongyuan, chipani cha IPC SoC chili mu nthawi yopitilira msanga, ndipo chiwonetsero chonse chikuyembekezeka kupitilira RMB 3 biliyoni, ndikutukuka kopitilira 30%.

Moyang'anizana ndi malo akulu pamsika, tchipisi cha IPC takhala njira yopangira chitetezo cha pakhomo opanga makina opanga ngati Fuweiwei, Guokewei ndi Beijing Junzheng.

Komabe, msika wa chip wa IPC ukupitilira mpikisano. Pakadali pano, msika wotsika kwambiri wa tchipisi ta IPC umakhala kwambiri ndi opanga zida zoyambira ngati HiSilicon ndi Anba. Amatha kupatsa tchipisi tokhwima a IPC SoC omwe amathandizira muyezo wa H.265, pomwe tchipisi tating'onoting'ono tomwe tili mumsika wogula wotsika. Itha kugwiritsidwa ntchito, ndipo ntchito zamagulu ochita malonda zikuyenera kusweka.

Kumayambiriro kwa mndandandandawo, cholinga chachikulu cha pulojekiti ya Fuyu yaying'ono yazachuma chinali tchipisi cha IPC, koma malinga ndi momwe ziriri pano, kupita patsogolo kwa polojekiti sikuyenda bwino, ndipo zinthu za IPC SoC zochokera pa H.265 video codec ndizongoyang'anira ndinazindikira mu theka loyamba la chaka. Kupanga, kutali kwambiri ndikuyembekezera.

Kuphatikiza apo, kampaniyo ikukonzekera kukulitsa njira yolumikizira anthu ogwiritsa ntchito mwanzeru yochokera pamtambo wa SoC chip ndi ntchito ya ogwiritsa ntchito ndi kanema wa H.265 / HEVC kanema wophatikizira kopitilira kanema wapamwamba pa vidiyo ya SoC chip mu february 2019 mpaka 2020. Marichi 31 , Juni 30, 2020.

Pachifukwa ichi, Fu Weiwei adati izi zitha kumvetsetsa bwino momwe makampani akukhudzira ndikukhulupirira kuti kuwonjezeka kwa pulojekitiyi sikungakhudze momwe kampani imagwirira ntchito kale.

Komabe, pamene ntchito za FT Micro-wala-level-level and IPC chip program ikuyimitsidwa, bizinesi ya Guokewei ndi Beijing Junzheng IPC ikukula mwachangu.

Pofika chaka cha 2018, Beijing Junzheng ndi Guoke Micro adakhazikitsa IPC SoC chip yothandizira mtundu wa H.265. Nthawi yomweyo pakugwiritsa ntchito ogula, Beijing Junzheng ali kale ndi a 360, Hualai, Ziimi, Joan ndi makasitomala ena; Micro imawaliranso m'misika yomwe ikubwera ngati maloboti apamwamba oyambira, ma boti ochenjera, ma drones, ndi makina a QR code. Pakugwirizana ndi ntchito zamakampani, opanga omwe atchulidwa pamwambawa akugwiranso ntchito ndi othandizira kukhazikitsa mavenda akuluakulu oyang'anira chitetezo.

M'makampani omwe amayang'anira chitetezo cham'nyumba monga Anba, TI, etc., Haisi ipindula mwachindunji ndi amalonda owunika otetezedwa ngati Hikvision, Dahua, ndi ena opanga ma IPC a Chip monga Fuweiwei, Guokewei ndi Beijing Junzheng. Zinapezanso mwayi wake wogwiritsa ntchito mpaka kumapeto kwa ntchito zamakampani.

Komabe, ma projekiti ocheperawa omwe adakhazikitsidwa m'mapulojekiti a IPC m'mbuyomu amatha kupititsa patsogolo chiwongolero, koma ma projekiti awo a IPC akukumana ndi zochititsa manyazi zomwe zimayenera kuimitsidwa. Tsopano, Haisi ikupitiliza kukhazikika pamsika wamapeto ambiri, opanga ma chipu monga Guoke Micro ndi Beijing Junzheng asiyidwa mwayi wogulitsa mafakitale kwambiri pamsika wa IPC, kusiya nthawi ndi mwayi wodalira "m'bale" wa Hikvision . Osati kwenikweni.