Smart hardware looks good, how do local companies play?

After the massive popularity of smartphones, with the help of the Internet of Things, smart hardware began to gradually step onto the stage, attracting attention from the trend. Users only need a simple APP application to connect with mobile devices via wireless technology, making operation management easier and more convenient. Behind the application of such grounding gas, the market potential is huge.

In view of this, at the CICE exhibition held last week, the author visited several manufacturers, from chip design to creative finished products, especially the MCU design customization and self-developed MEMS sensors are the most bright spots.

Guangju Technology: Challenge TI/ADI, dedicated to mobile medical field

Despite the cost advantage, but in the medical field long-term use of fixed manufacturers, not easy to enter and other factors, Guangju Technology will focus on the mobile medical market, around the independent research and development of a series of MEMS sensors and SoC chips, the corresponding products. The SoC chip can be defined as front-end ADC acquisition + algorithm + processing, and is specially set up for display at this exhibition.

Guangju Technology CEO Dr. Dongfang

Dr. Yu Dongfang, CEO of Guangju Technology, said that the company is responsible for the removal of the film and package, from EDA design, simulation, to post-testing. "As a self-developed manufacturer, design is not a big problem. The key is the realization of the process. At present, we are cooperating with TSMC."

At this stage, the SoC of the photopolymer has grown to the third generation, and the second generation of MEMS sensors has also entered mass production. Among them, the first generation of MEMS was mass-produced in 2011, which can realize the sampling of 16-bit 8-channel electrophysiological parameters (such as blood pressure, blood oxygen, brain electricity, ECG, body temperature, fat, etc.), and the ADS series released by TI in 2011. The new product 1298 is similar. Based on the first generation of ECG monitoring products, more than 20,000 pieces were shipped to foreign countries.

For the wearable medical field, Yu Dong pointed out that wearable needs to solve three levels of problems: information interaction / information gathering, community, entertainment. "Entertainment products will increase user acceptance, so we are very optimistic." He further said that due to the lack of third-party participation in the early stage, and the lack of market cultivation and user understanding, the multi-functional products responded dullly. There are two main shipping methods now. One is the operator's collection. The instrument is delivered in the form of a call fee package. The monthly fee is 50 yuan to help manage the health data, and the phone reminder service is provided when the data is abnormal. At present, Shanghai, Suzhou, Zhengzhou, Taiyuan and Yunnan have begun to realize. The second type is a third-party organization (such as insurance, hospitals, etc.). As of Q2, Guangju Technology has shipped 200,000 products, and it is estimated that there will be 600,000 shipments of Q3 in the East.

Smart Microelectronics: MCU Design "Private Customization"

Smart Microelectronics' business is divided into two major segments: traditional design services (mostly focused on back-end design), and MCU custom designs. Based on the large capacity of the MCU market and various forms, the company is now focusing on MCU custom design, and the cooperative customers are mostly located in the solution business.

Mr. Fang Chaochao, Director of Sales and Project Management, pointed out that the company and its customers cooperate in a very flexible way, can authorize us to do IP design, or use our company or third-party IP design to meet customer needs. “The largest application market today is industrial control, the Internet of Things and wearables, where wearables have more power requirements.”

Smart microelectronics MCU custom design service flow chart

Smart microelectronics MCU custom design service flow chart

In terms of Smart Microelectronics, the company currently has two business opportunities. First, foreign chips have higher profits, Smart Microelectronics can provide customers with corresponding alternatives; second, it can write specific algorithms in the project area and implement them through hardware. To effectively avoid copying problems. Qi Fangchao said that the company has grown by more than 50% every year since its establishment three years ago, and the task completed in 2013 was 20 million yuan.

In view of the number of software and hardware engineers in the design process, the former is 5-10 times of the latter, and Smart Microelectronics will be positioned in the MCU design for a long time. The design cycle of the customized service takes 3-6 months, plus a stream of 2 months.

Boxin Technology: Entering the booming wireless market

The increasing popularity of smart terminals has undoubtedly created huge demand for the wireless market. Whether it is 2.4G, 5.8G or Bluetooth or WIFI, it will add its own features to bring more intelligent and convenient products.

Wang Yabin, general manager of Boxin Technology, said that the development of wireless technology is one of the emergence of non-standardization. Compared with the standard protocol and Bluetooth that can be connected to any device, the non-standardized (2.4G/5.8G) adopts the free protocol and needs to be plugged into the USB port to connect. The advantage is obvious: convenient and fast, we call it specialization. . “Standardization must be the direction, but non-standardized applications will surely have a place in the market. In the past two years, the standard and non-standard cost gaps are not obvious.”

Wang Yabin, general manager of Boxin Technology

Wang Yabin, general manager of Boxin Technology

Wang Yabin further pointed out that Bluetooth products are currently unable to meet actual expectations in certain areas. "For example, when switching back and forth, 2.4G can achieve immediate connection, while Bluetooth requires a short return time, 700 milliseconds or 300 milliseconds, but such technical barriers I believe will be solved in the future."

As an agent of Shanghai Broadcom (BEKEN), Wang Yabin said that Boxin not only acts as an agent, but also works as a solution, and cooperates with Leibo and Xingui.

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