According to Bloomberg, Huorong Technology (Simo), the world’s largest SSD main -controlled chip manufacturer, is exploring the possibility of selling for sale. The company has previously received the intention of pursuing the acquisition of the pursuit. The report was quoted by sources, and Hui Rong Technology negotiated with a potential acquisition party and was working with the consultant. Sources asked anonymous, because the relevant research of Huirong Technology was private. At present, the final decision has not been made, and it may also choose not to sell the company.
Public information shows that Huirong Technology was founded in Silicon Valley, California in 1995. It is Taiwan’s Taiwan IC Design Company, which is listed in the US stocks. Experience provides SSD and other solid -state storage devices with the leading industry’s efficient energy storage solutions. Its product application scope includes data centers, personal computers, smartphones, commercial and industrial applications.
The world’s largest SSD main control chip factory, 71% of revenue in 2021
The official website shows that in addition to flash memory control chips, Huirong Technology’s products also include solid -state hard disks control chips, mobile storage control chips, and expanded storage control chips.
As the world’s largest NAND FLASH control chip supplier and the largest SSD main control shipment, the news about Huirong Technology recently reported in the market is also quite good. For example This year’s market share will reach 50%+, Micron, Samsung considers to hand over more consumer SSD controls to Huirong and so on.
In addition, in January of this year, the fourth quarter financial report and annual revenue of Huirong Technology announced in January of this year. The company’s revenue in the fourth quarter of 2021 was 261 million US dollars, an increase of 4%from the previous quarter, an increase from the same period last year. 84%. In the fourth quarter, the gross profit margin was as high as 49.9%, and the net profit after tax was about US $ 68 million. From the annual performance, Huirong Technology revenue in 2021, with an annual growth rate of 71%, and the net profit after tax was about 2.19. One hundred million U.S. dollars.
Gou Jiazhang, general manager of Huirong Technology, said that the revenue growth of 2021 was limited to the shortage of supply, including the fourth quarter. In the case of preferred wafers, the company has continuously optimized the product structure and adjusted the distribution of supply to create greater value. Finally, it has created a year’s achievements, with continuous four consecutive quarters of revenue growth and EPS innovation. He believes that another wave of dazzling growth is expected in 2022, and the main growth momentum comes from SSD control chip revenue.
Regarding the revenue in the first quarter of 2022, Huirong Technology stated that it is expected to be between US $ 225 million and US $ 238 million, an increase of 23%-30%compared with the same period last year, and the gross profit margin is between 49.5%-51.5%. It is expected that the annual revenue in 2022 will be introduced between $ 1.1 billion and US $ 120 billion. The annual revenue growth rate is about 20%-30%, and the gross profit margin is between 49%-51%.
Sources said that the possibility of sale is not much
The author noticed that a person familiar with the matter said that the company headquartered in Taiwan is working with consultants to negotiate with potential pursuits. Because the review was carried out privately, these people familiar with the matter were not named. People familiar with the matter said that the company may still choose not to sell.
As a leading IC design in the U.S. stock, Huirong Technology was affected by the news that may be acquired. Its US deposit certificate (ADR) stock price rose nearly 17%this month to $ 77.09 per share. But on the other hand, it was dragged down by the US stock market. The company’s ADR stock price fell by about 19%this year, and the current market value is about 2.7 billion US dollars.
It is understood that Huirong’s main control chip supports Intel, Kaixia, Micron, Samsung, SK Hynix, Western Data and the various flash memory products produced by the Yangtze River Storage. Group factory, large data center and OEM factory.
Some media who are close to Huirong Technology have been verified to learn that they have not heard of it. It should be unlikely. As for the news that the pursuit of the current market to release the willingness to acquire, Huirong Technology said: “We will not respond to any market rumors.” It is not unreasonable to think about it. Under the sharp growth of the space, it is difficult for enterprises to “sell themselves” to find a reasonable reason.
Where is the main battlefield in the future of SSD
Huirong Technology’s “selling body” is still the news of the wind and wind, but this rumor can not help but focus the industry’s attention to the SSD field. According to previous data statistics, the global SSD hard disk shipped 150 million in 2016, and global shipments in 2018 reached 205 million units. By 2021, it will increase to 250 million. It is a blue ocean in the storage market.
As one of the three major parts of SSD (control unit, storage unit, interface), the role of the main control chip is self -evident. It is the core device in the solid -state hard disk and is also known as the CPU in the solid -state hard disk, which assumes the role of command, calculation and collaboration. The main control chip of SSD can be said to be a processor, which is mainly based on ARM architecture. It is similar to a mobile phone processor. Some SSD manufacturers use the RISC architecture to have the CPU -level computing power.
For SSD, the quality of a main control chip directly determines the actual experience and service life of the solid -state hard disk, while the number of different architectures, core/crystal pipes, and frequency are related to the performance of the main control.
The US company (Sandfroce, Marvell, etc.) was a pioneer of the SSD main control chip, which has long occupied the high -end market. Chip manufacturers are also inevitable to decline or be acquired, and also given the Taiwan and land -based SSD main control manufacturers to have the opportunity to emerge in front of the stage.
The author noticed that in recent years, my country’s semiconductor industry development plan has created many policies and funds in the field of storage chips. After the first solution to the supply of NAND and DRAM, domestic manufacturers have also begun to turn their attention to the field of SSD main control chips to realize the true autonomy of real domestically controlled control.
At present, companies that can publicly report to the SSD main control market that can be found in China have begun to gradually surpass the number of companies in the United States and Taiwan in Taiwan. At the end of this article, many well -known SSD main controls currently have been compiled. Manufacturers, to make everyone.
Jiang Bolong Electronics
Players who know more deeply for solid -state hard disks may be familiar with Jiang Polong Electronics. Established in 1999, the company can be said to be one of the technical storage brand companies with relatively long domestic employment. It owns two major brands of Foresee and Lexar Lecsha, with embedded storage, mobile storage, solid -state hard disks and memory barriers. Product lines provide consumer -level, construction regulations, vehicle -level memory, and industry storage software and hardware application solutions. In terms of SSD, Jiang Bolong Electronics has recently successfully developed its first PCIE GEN 4 × 4 SSD-Foresee XP2100 PCIe SSD. The product uses the DRAM-LESS architecture to cover 256GB to 1TB. It is worth noting that the XP2100 can provide a 5300MB / s order read speed and the order of 4900MB / s under the blessing of the advanced algorithm blessing, and 800K IOPS achieves extremely high throughput.
Be a little bit
Established in 2017, the company’s headquarters is located in Shenzhen. It is an important global flash memory control chip supplier. Storage solutions, products cover consumer -level, enterprise -level, industrial, and automobile -level applications. In 2020, a micro -electronics successfully acquired Shenzhen Daxin Electronic Technology Co., Ltd. After the acquisition is completed, a micro -electronics has core independent intellectual property rights in the key technical fields of the storage control chip, and it has completed the mobile storage, embedded storage to SSD to SSD The storage control chip layout of the entire product line.
Founded in 2008, the company is committed to the development of large -scale integrated circuits and solutions in the fields of intelligent set -top boxes, intelligent monitoring, storage, and Internet of Things. At present, National Science and Technology has launched a series of chips with core independent intellectual property rights such as live satellite high -definition chips, smart 4K decoding chips, H.264/H.265 high -definition security chips, high -end solid storage control chips, Beidou positioning navigation chips, Beidou positioning navigation chips Essence In terms of SSD main control chip product capabilities, the national micro -advantage lies in three aspects: one is the chip’s error correction capability; the other is to quickly adapt to the latest NAND particles; the third is the end -to -end data protection capacity. In 2019, Guoshiwei released GK2302, the first national national solid -state hard drive control chip, equipped with dragon core embedded CPU IP core, becoming a solid -state hard disk control chip that truly realizes national production.
Jiangsu Huagun was established in 2017. It focuses on the development and production of storage chip design and storage solutions. It has successively released many series of products such as EMMC embedded storage, SATA solid -state hard disk, and PCIE solid storage. It is worth mentioning that there are local media reports that Huacun has independently developed the first domestic PCIE5.0 SSD storage control chip in TSMC. At present, the company is conducting internal verification of streaming samples and is expected to invest mass production in the second half of this year.
Founded in 2011, Hua Lanwei is mainly engaged in the core technology research of data storage and information security. It is the only high -tech company in my country with digital storage controller chips. , USB, IDE/SATA, PCIE and other high -speed interface technologies have established a number of advanced architectures such as solid -state hard disk multi -core and module array. It is one of the few companies with the industrialization technology of solid -state hard disk core chip industrialization technology.
Yixin Technology was established in 2015. The business direction covers consumer -level and enterprise -level SSD main control chips. The high -performance and low power consumption NVME SSD main control of the main control of the main control of the main control of the firmware solution has also been delivered to the industry customers. A well -known brand manufacturer launched a high -performance NVME solid -state hard drive. It is reported that Yixin Technology has now successfully completed three high -end consumer -level entry -level enterprise -level SSD main control chip streaming, and launched a number of national domestic solutions equipped with the original main control STAR1000P, including consumer -level solutions Star1200C, wide temperature industrial -grade solution Star1200i, high cost -effective solution Star1200L, enterprise -level solution Star1200E, artificial intelligence storage solution Deepssd, security plus ms1000, comprehensive service big data application, providing stable and efficient and secure data storage services.
In recent years, the main control chip market has surged. With the development of the 3D process, the design of the SSD main control chip has become more complicated and the threshold is getting higher and higher. Enterprises need to invest high funds. Equipment and other problems. At present, there are no more than thirty or forty or more manufacturers that do SSD main controls in China. Essence