Artificial intelligence chip battle to open Internet giants into the game

People are more and more optimistic about the prospects of artificial intelligence and its potential explosiveness, and whether it is possible to develop chips with ultra-high computational capabilities and meet the market to become the artificial intelligence platform. As a result, in 2016, it became a year for chip companies and Internet giants to fully deploy in the chip field. Among these, Nvidia maintains its absolute leading position. But with the giants including Google, Facebook, Microsoft, Amazon, and Baidu joining in the decisive battle, the future pattern of artificial intelligence is still to be solved. In 2016, everyone saw the prospect of artificial intelligence and its potential explosive power. However, whether it is AlphaGo or self-driving car, to make any subtle algorithm possible, its foundation is the hardware's computing power: that is, Whether or not chips with high computational capabilities and meet market demands have become the key to the artificial intelligence platform. In 2016, it became a year for chip companies and Internet giants to fully deploy in the chip field: Intel’s first CPU chip giant Intel acquired artificial intelligence and GPU companies three times during the year; Google later announced the development of its own processing system. Apple, Microsoft, Facebook, and Amazon have also joined. Related concept stocks: Quan Zhi Technology: Breakthrough in the downstream of the smart hardware chip solution, multi-category applications will continue to break through the full bloom intelligent hardware chip program, multi-category downstream applications are about to fully blossom: millet sweeping robots released by millet, using the full Zhizhi R16 processor, this is following the WeChat development board, Science and Technology News intelligent voice module, Jingdong Dingdong smart speaker, Meizu Gravity suspension wireless speaker, millet drone, the United States and other intelligent king air conditioning, Quan Zhi R16 processor Another win with TinaTM Intelligent Hardware Open Platform. In fact, the layout and harvest of Quan Zhi in the field of smart hardware are far more than these. With the R-series processor and TinaTM intelligent hardware open platform as the core, Quanzhi intelligent hardware solutions have been widely used in smart appliances, smart speakers, smart photo frames, Internet TVs, story machines, game boxes, robots, and other fields. Intelligent hardware ecosystem plays a key role. The company has always emphasized the expansion of Quan Zhi Technology in the downstream application areas. It is foreseeable that the company is leading from a single downstream application to a situation in which multiple downstream applications are fully utilized. In the vehicle-mounted product line, T-series and V-series chip products have been recognized by customers at home and abroad, and the products have obvious competitive advantages. The company is stepping up efforts to promote sales, develop sales channels with potential, and sales continue to improve. In the home product line, increase the investment in the operator's market, and this business will continue to grow rapidly next year. In the personal product line, the company launched an integrated VR device solution to improve the layout of the VR industry chain. The smart hardware chip solution has been recognized by many major customers. Driven by technological innovation and win-win cooperation to build a comprehensive eco-ethics: In addition to the continued expansion of downstream applications, it has always emphasized that technological innovation is the foundation for driving the company's advancement. On the basis of the original technology, Quan Zhi Technology continues to update iterations to provide protection for follow-up products. In the tablet product line, in response to the rapidly growing two-in-one tablet segment, the company launched a deeply customized light-office operating system with a high-performance, low-power A83T processor to provide a flexible and smooth entertainment and office experience. In the line of intelligent hardware products, the R40 intelligent hardware development platform and customized software were introduced to establish a more complete, open and scalable solution. In the field of VR, the industry-leading and production-ready H8vr video all-in-one solution is introduced. In the home product line, the 64-bit H5 chip is introduced to provide ultra high-definition multimedia and gaming experience. In the vehicle-mounted product line, the V66 eight-core intelligent rearview mirror solution was launched, and the independently developed ADAS2.0 algorithm was integrated. It supports 2K dual-channel recording, supports intelligent split screen, and achieves personalized driving protection and safe driving. In addition, at the recently held APC2016 conference (Chronicle Science and Technology 2016 Eco-Conference), Quanzhi joined hands with ARM, IDH, ODM/OEM, hardware manufacturers, Internet companies, and open source community to expand the ecological chain and build a “win-win situation together”. "The ecology. Investment suggestions: We are optimistic about the advantages of the company's platform-based chip companies and continue to tap into new market applications. It is expected that the 2016/2017/2018 EPS will be 1.25/1.73/2.21 yuan. Zhongying Electronics: Larger Home Appliance MCU and BMIC volume, performance exceeded expectations sales of household appliances and BMIC volume, performance exceeded expectations: the company expects 2016 annual net profit growth of 97% -127%, converted 2016Q4 net profit of 30.88 million -45.68 million Yuan, a year-on-year increase of 83.2%-171.1%, a growth of 7.4%-58.9% from the previous quarter, and a record high in terms of the lower performance limit. The result of the performance forecast exceeded the market expectation. The reasons for the company's high performance growth this year are mainly the following: 1) The market share of home appliance chips increased, especially the sales of home appliances chips increased rapidly; 2) BMIC applications increased, and sales increased. Times; 3) Non-recurring gains and losses of approximately RMB 9 million in 2016 and RMB 0.69 million in the same period of last year; 4) Asset impairment decreased by RMB 10 million due to inventory structure in 2016. BMIC is the most definite growth point next year: This year's BMIC sales growth mainly comes from the PAD, mobile phone repair market, and it also has a good growth in the electric bicycle and electric tool market. In 2017, the company's BMIC will enter the first-line NB manufacturers for trial production. The market size in this field is 2 billion yuan, which is dominated by TI. Zhongying Electronics is expected to seize a certain market share. A subsidiary was set up to accelerate the drive of the AMOLED business to drive the chip business: The company introduced an external senior team to establish "Core Technology" and accelerate the promotion of the AMOLED driver chip business. It is expected that the number of domestic panel manufacturers AMOLED panel shipments will be 43 million and 117 million pieces respectively in 2017-2018. It is expected that the company will occupy 10%-15% of the market, with new revenues of 56 million and 183 million yuan. This year, the company's growth mainly comes from sales of home appliance control chips and BMICs. The sales of NBBMIC sales and AMOLED driver ICs for the first two years will boost the company's rapid growth. It is expected that the 2016-2018 EPS will be 0.55, 0.82, and 1.18 yuan respectively, corresponding to PE65, 43 and 30 times. Changjiang Electronics Technology Co., Ltd.: Consolidation effects appear, bottoming out performance Bottom of the company's release of the 2016 annual results pre-addition announcement, the company's 2016 net profit attributable to shareholders of listed companies is expected to increase by 90.97 million yuan from the same period last year. %~120%. The original Changjiang Electronics Technology has grown steadily, escorting the company's development: The original Changjiang Electronics Technology Co., Ltd. has full orders and the operating rate is over 90%. Changjiang's advanced bumping business and Xingke Jinpeng's Jiangyin plant's flip-chip business formed a one-stop supply chain service. Based on the 14nm wafer process, it has also been verified and entered mass production. The JCAP+JSCC combination has become the strongest seal in China. In addition, the WLCSP output exceeded the 600 million mark and ranked first on the global OSAT list. Ganzhou plant cost reduction and efficiency, the effect is obvious; Suqian plant product structure adjustments in place, has begun to profit in the second half. The original Changde Power Technology has been operating steadily and is expected to contribute 460 million yuan in net profit for the company in 16 years, providing stable cash flow for the company's integration and development. It is estimated that it will contribute 600 million yuan in net profit for the company in 17 years. The integration effect of Xingke Jinpeng gradually emerged and ushered in the performance reversal: Due to the operating mechanism issue Xingke Jinpeng suffered losses year after year, the company improved through customer resource integration, supply chain management, and production capacity distribution, and it has been effective. The Singapore factory took advantage of eWLB's global technological leadership and market opportunities to develop wafer-level packaging; eWLB's production capacity expanded from 4,000 units per week to 9,000 units per week, and it was profitable in September 2016. In addition, the SIP products that Xingke Jinpeng’s Korean subsidiary has focused on have already shipped in volume, and it is expected to bring nearly 400 million U.S. dollars in revenue to the company in 16 years. With the increase in shipment volume, capacity utilization, and yield, it will become a company. The new pole of business development. It is expected that Xingke Jinpeng will complete the integration in the second quarter of 17th, and usher in a rapid growth in performance. The company is the leading semiconductor packaging and testing company in China. The integration of Xingke Jinpeng achieved results and its performance bottomed out. Taking into account the impact of Xingke Jinpeng Shanghai Plant relocation, personnel recruitment, etc., the 2016 performance was fine-tuned; the company's 16-18 year EPS is expected to be 0.11 yuan, 0.65 yuan, and 1.08 yuan, respectively, and the corresponding PE is 163 times and 28 times respectively. 17 times.

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