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炬力計(jì)劃拆分退市,安卓和嵌入式業(yè)務(wù)各自為政

EE Times美國(guó)版獲悉,中國(guó)無(wú)晶圓廠芯片公司珠海炬力半導(dǎo)體,正計(jì)劃一分為二,并從納斯達(dá)克退市。管理層意圖通過(guò)將公司分拆成兩個(gè)國(guó)內(nèi)私有的實(shí)體,來(lái)獲得政府補(bǔ)助。消息稱炬力將按照產(chǎn)品線來(lái)拆分公司:安卓和嵌入式……

EE Times美國(guó)版獲悉,中國(guó)無(wú)晶圓廠(Fabless)芯片公司珠海炬力半導(dǎo)體,正計(jì)劃一分為二,并從納斯達(dá)克(Nasdaq)退市。 此舉說(shuō)明了這家中國(guó)Fabless公司已進(jìn)入一個(gè)新階段,也體現(xiàn)了它成長(zhǎng)中的煩惱(包括內(nèi)部不同事業(yè)部門之間的沖突)和管理層意圖通過(guò)將公司分拆成兩個(gè)國(guó)內(nèi)私有的實(shí)體,來(lái)獲得政府補(bǔ)助的野心。 從“一個(gè)日程安排的沖突”時(shí)間可以看出一些端倪。炬力在7月31日發(fā)表新聞稿稱它將延遲通報(bào)第二季度(至6月30日)的財(cái)務(wù)業(yè)務(wù)至本周五(8月15日)。然而,據(jù)EE Times美國(guó)版的調(diào)查顯示,延遲是因?yàn)樾枰M(jìn)行重大業(yè)務(wù)重組,公司要與員工就新公司中的股份分配問(wèn)題進(jìn)行談判。截至記者發(fā)稿時(shí),炬力還沒(méi)有回復(fù)此問(wèn)題。 消息稱炬力將按照產(chǎn)品線來(lái)拆分公司。其中一家會(huì)聚焦在多媒體,例如MP3和MP4播放器、藍(lán)牙和WiFi boom-box,另一家則著重媒體平板和機(jī)頂盒電視盒。 內(nèi)部的沖突 自炬力CEO周正宇2011年上任,他將公司的業(yè)務(wù)焦點(diǎn)轉(zhuǎn)至安卓系統(tǒng)的平板市場(chǎng)。同時(shí),炬力的多媒體事業(yè)部依然在傳統(tǒng)的消費(fèi)市場(chǎng)例如MP3和MP4播放器上實(shí)力強(qiáng)勁。因此,此次分拆大概會(huì)依照軟件平臺(tái)來(lái)劃分:安卓和嵌入式。 然而像其它在中國(guó)的公司一樣,炬力也在力求占領(lǐng)“非蘋”消費(fèi)電子市場(chǎng),因此也陷入進(jìn)退兩難境界。 炬力無(wú)意在傳統(tǒng)的MP3和MP4播放器市場(chǎng)做過(guò)多堅(jiān)持,但多媒體業(yè)務(wù)--盡管已經(jīng)沒(méi)有什么增長(zhǎng)的前景--卻依然非常賺錢。另一方面,安卓平板市場(chǎng),它代表著公司的未來(lái),能夠帶來(lái)更高的增長(zhǎng)。但后者現(xiàn)在還是燒錢階段,并且這個(gè)市場(chǎng)充滿了其他強(qiáng)大IC設(shè)計(jì)公司競(jìng)爭(zhēng)者,比如全志(Allwinner,由炬力的前高層創(chuàng)立)、瑞星微電子(Rockchip)和臺(tái)灣的聯(lián)發(fā)科技(MTK)。 據(jù)報(bào)道,炬力這兩個(gè)事業(yè)部的員工經(jīng)常會(huì)因?yàn)闈q薪或業(yè)務(wù)議程的事產(chǎn)生沖突。 來(lái)自中國(guó)的業(yè)內(nèi)消息稱,炬力期待通過(guò)分成兩家公司,讓這兩家都“聚焦在自己的業(yè)務(wù)和管理上。這(新的股份)也將激勵(lì)到兩個(gè)新的管理團(tuán)隊(duì)?!? 炬力的平板/OTT/STB 事業(yè)部都渴望能夠接手新的項(xiàng)目,包括可穿戴設(shè)備、智能家居和Chromebook??纱┐骱椭悄芗揖佣紩?huì)采用Andorid Wear OS,而Chromebook將可能Chrome OS,二者都由谷歌提供。 本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載 本文下一頁(yè):追求中國(guó)政府的扶持資金 {pagination} 炬力最近取得了ARM Cortex-A50處理器家庭的授權(quán),目標(biāo)指向64位平板市場(chǎng)。在6月授權(quán)的聲明中,炬力稱它的第一顆SoC“將于2014年底發(fā)布,成為國(guó)內(nèi)領(lǐng)先IC設(shè)計(jì)公司最先發(fā)布ARM 64位平板處理器的公司之一。” 消息還指出炬力的平板和電視盒事業(yè)部與谷歌的溝通很密切,期待它的64位ARM SoC能夠不止用于谷歌平板,還能將它優(yōu)化更好地支持Chrome。 追求中國(guó)的資金 中央和地方政府不斷放出消息,會(huì)投巨大的資金來(lái)支持業(yè)內(nèi)的芯片產(chǎn)業(yè)。中國(guó)國(guó)內(nèi)的芯片公司高管們都渴望能夠獲得這些資金。 據(jù)不同渠道的消息,業(yè)界普遍認(rèn)為這次政府不會(huì)規(guī)定IC產(chǎn)業(yè)的上下游該獲得多少投資,而是會(huì)“成立一個(gè)基金”,讓專業(yè)的投資者來(lái)決定在中國(guó)企業(yè)中,包括IC設(shè)計(jì)公司,晶圓制造企業(yè),或是一些研究機(jī)構(gòu)中投哪些,投多少。然而,這些資金的監(jiān)管者不是政府,而是投資人,他們會(huì)作一個(gè)具體的預(yù)期,并看重投資的真實(shí)回報(bào)。 中國(guó)公司在美國(guó)交易市場(chǎng)上不被看好已經(jīng)有一段時(shí)間了,炬力相信是期待有新鮮投資進(jìn)入的眾多中國(guó)IC設(shè)計(jì)公司中的一家。 本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載 參考英文原文:Actions to Split in Two, Break Up With Nasdaq,by Junko Yoshida {pagination} Actions to Split in Two, Break Up With Nasdaq Junko Yoshida MADISON, Wis. — EE Times has learned that Actions Semiconductor Co. Ltd., a Zhuhai, China-based fabless chip company, is planning to split in two and delist itself from Nasdaq. The move illustrates a new phase for the Chinese fabless company, reflecting its growing pains (including internal conflicts among different business units) and management ambitions to qualify for government grants by morphing into two private, domestic entities. Citing “a scheduling conflict,” Actions issued a press release on July 31 that it would delay its Q2 financial results (ended June 30) until Friday, Aug. 15. EE Times’s investigations, however, reveal that the delay was necessitated by major business reorganizations, requiring negotiations with employees about their stake in the new companies. Actions Semiconductor had not returned a call by press time. Actions is said to be dividing the company along product lines. One unit will focus on multimedia -- such as MP3 and MP4 players and Bluetooth and WiFi boom-boxes -- the other on media tablets and over-the-top set-top boxes. Internal conflicts Since Zhenyu Zhou became the CEO at Actions in 2011, he brought much-needed focus to the company by steering it toward the Android-based tablet market. Meanwhile, Actions’ multimedia business unit has maintained a strong foothold in the traditional consumer market such as MP3 and MP4 players. The split, therefore, conforms roughly to software platforms: Android vs. embedded. Actions, in pursuit of the non-Apple market like everyone else in China, is caught between a rock and a hard place, however. Actions had no intention to get stuck in the business of traditional MP3 and MP4 players, but that multimedia business -- although it had little prospect for growth -- proved highly profitable. On the other hand, the Android tablet market represented the company’s future with higher growth. But that business was bleeding cash in a market crowded with other strong fabless chip vendors including China’s Allwinner (also based in Zhuhai, founded by former management of Actions) and Rockchip and Taiwan’s MediaTek. Actions' employees within these two business units reportedly have often clashed over pay raise and business agendas. By dividing into two entities, Actions’ hope is to allow each to “focus on its own vision and execution,” according to one industry source based in China. “It will also give incentive to the new management teams (new shares to be issued).” Actions’ tablet/over-the-top set-top box groups are reportedly keen on taking on new projects including wearables, smart home, and Chromebook. Wearables and smart home will use Android Wear OS, while Chromebook will use Chrome OS, both from Google. Actions recently licensed the ARM Cortex-A50 processor family to target the 64-bit tablet market. At the time of its licensing announcement in June, Actions said its first SoC is “due to be available in late 2014, making it one of China’s leading technology design companies delivering an ARM-based 64-bit chip for tablet devices.” Sources pointed out that Actions’ tablet/set-top group is engaged in discussions with Google, hoping to take its ARM 64-bit SoC beyond Android tablets and optimize it to better support Chrome. In pursuit of China fund Executives at chip companies in China have been jockeying to grab what appears to be a huge chunk of the money that China’s central and local governments are poised to pump into the domestic chip industry. According to several different sources in China, rather than expecting the government to dictate which IC industry sectors should get investment money, the idea that has gained consensus among locals today is to "set up a fund" and let professional investors place bets on which Chinese entities -- fabless, foundries, and/or research institutes -- deserve the funding. Moreover, they say, the overseers of such investment would not be the government, but investors, who would demand tangible results and a real return on their investments. At a time when Chinese companies trading on US exchanges reportedly have grown frustrated with the US investment community, Actions is believed to be one of the many Chinese fabless chip vendors looking for fresh investment.
責(zé)編:Quentin
本文為國(guó)際電子商情原創(chuàng)文章,未經(jīng)授權(quán)禁止轉(zhuǎn)載。請(qǐng)尊重知識(shí)產(chǎn)權(quán),違者本司保留追究責(zé)任的權(quán)利。
Junko Yoshida
ASPENCORE全球聯(lián)席總編輯,首席國(guó)際特派記者。曾任把口記者(beat reporter)和EE Times主編的Junko Yoshida現(xiàn)在把更多時(shí)間用來(lái)報(bào)道全球電子行業(yè),尤其關(guān)注中國(guó)。 她的關(guān)注重點(diǎn)一直是新興技術(shù)和商業(yè)模式,新一代消費(fèi)電子產(chǎn)品往往誕生于此。 她現(xiàn)在正在增加對(duì)中國(guó)半導(dǎo)體制造商的報(bào)道,撰寫關(guān)于晶圓廠和無(wú)晶圓廠制造商的規(guī)劃。 此外,她還為EE Times的Designlines欄目提供汽車、物聯(lián)網(wǎng)和無(wú)線/網(wǎng)絡(luò)服務(wù)相關(guān)內(nèi)容。 自1990年以來(lái),她一直在為EE Times提供內(nèi)容。
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