Small Chip Big Target Broadcom Integration From ETC To Internet Of Things

"In the 80s of last century, when I was in college, the mainstream technology of the wafer was 2.5 inches, and then 3 inches, 5 inches, 6 inches, 8 inches. Now it develops to 12 inches, and the speed is still very fast." Zhang Pengfei, chairman and general manager of Broadcom, has been impressed by the development of the semiconductor industry in recent years.

Broadcom integration, the whole name of Broadcom integrated circuit (Shanghai) Limited by Share Ltd, founded in December 2004, was registered in Zhangjiang, Shanghai, and landed on the Shanghai Stock Exchange in April 15th this year. Since its listing, its share price has risen all the way, and is now nearly 4 times higher than the issue price of 18.63 yuan.

What is there to be "expensive" behind this bull stock? In the new blue chip interview this year, Zhang Pengfei revealed the growth process of his integration with Broadcom.

Zhang Jiangnan coming back from Silicon Valley

Through Zhang Pengfei's personal resume, he has already felt the smell of "ox". First of all, he is a proper learning tyrant. From 1983 to 1994, Zhang Pengfei spent 11 years in the field of microelectronics in Tsinghua University, and then went to the University of California at Los Angeles to study postdoctoral microelectronics.

After graduation, he stayed in the United States for many years. Until the end of 2004, he felt the development and change of domestic science and technology field. He resolutely returned home and landed in Shanghai Zhangjiang's "two pioneering work". Over the past ten years, Broadcom has become the leading IC chip designer in the world. It has made the world's first voice communication complete 5.8-GHz CMOS chip scale and mass production. It has been adopted by many world-famous brands, and has developed the first fully integrated chip suitable for ETC national standard in China.

Zhang Pengfei admitted that there were concerns and concerns at the beginning of his return to business. "In those days, Zhang Jiang's living facilities were not perfect enough. There was a restaurant in the vicinity of the company. If he could not get a car on rainy days, he would drive his staff to the subway station. However, the cultural environment is very good. The leaders from the urban area of Shanghai to the leader of Zhangjiang Park attach great importance to our industry and Broadcom Corp. This is also a driving force for us to go on. Facts have proved that this option is right. "

At present, nearly half of the Integrated Circuit Design Company in the Zhangjiang hi tech park is integrated from chip design to OEM, packaging and testing, and even materials and equipment. The source of the complete industry chain is constantly advanced technology and talents, and with more and more powerful policy support, Zhang Pengfei said he has great confidence in the future.

Look at the one-stop Internet of things from ETC

"The company has been established for nearly 15 years. This time is not long for an integrated circuit company. It is an industry that needs to be boiled". Zhang Pengfei said that developing a chip may take one to two years, and then mass production and promotion to the market.

The development of Broadcom has always been clear. It is committed to building a wireless chip platform. The research and development direction focuses on smart home, intelligent transportation and other IOT fields. At present, the company has accumulated hundreds of products, covering dozens of different wireless transmission protocols, such as the latest national standard ETC chip, WiFi chip applied to the Internet of things, Bluetooth chip (including Bluetooth audio and Bluetooth data transmission), and GPS chip.

Zhang Pengfei said that the company has accumulated a lot of technology and products in smart home. At the same time, it has established extensive cooperation with Internet Co and home appliances companies at home and abroad. Intelligent transportation has also made great progress, especially the rise of ETC industry this year. The company has undertaken heavy industry promotion and GB chip supply tasks. At present, these two areas are growing rapidly, and the integration of Broadcom is also on the policy "Dongfeng". At the same time, in April of this year, the company gained more capital support after listing, which is "opportunity, geography, and harmony". This is also an opportunity to "boil out".

For ETC, the company did not know this opportunity before the policy was introduced in May this year. However, as early as the beginning of the 2007 national standard, the company began to plan its layout and began to research and develop it from the most crucial microwave transceiver, until a year ago, all the functional chips needed by ETC were developed.

"Broadcom integration is the first to participate in the national standard ETC chip design work. The first ETC chip conforming to the Chinese national standard is also an integrated design of Broadcom." Zhang Pengfei said that in the field of ETC application, the company has now formed a complete chip product platform. All the functions needed by the ETC device include chip support, including microwave transceiver, ultra-low power consumption MCU, non-contact card reader, ESAM's business secret and national encryption chip. At the same time, the company has fully integrated OBU system SOC chip, which can further enhance the reliability of the related ETC devices, and provide more convenience for the production of ETC equipment.

In addition to the stock vehicle afterloading market, the company is still pressing ahead with the layout of the ETC front assembly. The quality and reliability of the products have initially met the vehicle regulatory requirements and entered the system certification and testing stage.

The development goal of Broadcom integration is not restricted to ETC. It is only one of the company's product lines. Our goal is to build a one-stop platform for the Internet of things services, "Zhang Pengfei said. Although Bluetooth is a simple wireless transmission standard, it is a very active wireless transmission protocol. The company has been following up frequent updates in this field in a timely and timely manner, and has laid the full application of Bluetooth. In the future, Bluetooth can achieve indoor positioning, and Bluetooth will be the next direction of rapid growth of business.

The rapid development of business is also reflected in its performance. In 2019, the three quarterly report showed that the net profit of Broadcom integrated to shareholders of listed companies amounted to 163 million 800 thousand yuan, an increase of 123.52% over the same period last year, and the annual net profit is also expected to increase significantly.