Compared with the previous two years, this year's acquisition can no longer be regarded as a hot keyword in the semiconductor industry. Whether it is the amount involved in the transaction or the impact on the development of the industry, it shows that the semiconductor industry is in a "fever". Up to now, there have been no cases comparable to several large acquisitions in 2015 and 2016, but the lack of does not mean no.
First, let's talk about four successful acquisitions, namely, the acquisition of IXYS by Littelfuse, Western Digital, the acquisition of cloud service company Upthere and the flash memory company Tegile Systems, and the acquisition of Lexar by Jiang Bolong.
Lite acquired IXYS
On August 28th, Lite and IXYS announced the signing of the final agreement, the former will acquire the latter for 750 million US dollars. Founded in 1927, Lite is the largest brand in the field of circuit protection. Its products can serve the automotive, electronics, industrial and other industries. Apple, Cisco, Huawei, IBM, Samsung, Intel and other companies are its customers. Founded in 1983, IXYS is used in the communications, consumer electronics and medical markets. The transaction is the largest acquisition ever made by Lite since its establishment 90 years ago.
It is reported that the acquisition of IXYS by Leite is mainly to see the latter's advantages in the power device market. After the revenue is reduced, the company's power device product line can be more comprehensive and complete, and enhance its power control. IXYS's high-power semiconductor product portfolio and technical expertise are in line with Lite's strategy, and the combination of the two will complement each other's capabilities, culture and relationships.
Western Digital Acquisition Upthere
On August 29, Western Digital announced the acquisition of Upthere. The specific transaction amount was not disclosed. It is reported that the latter was established in 2011 with OS X/macOS, Windows, Android and iOS clients. The acquisition will provide Western Digital with an application to synchronize files and photos and continue to build services. As everyone knows, Western Digital is the king of the hard drive in the field of physical storage devices, and the acquisition seems to mean that the giant on the hard disk will start to force cloud storage.
Cloud storage is an emerging network storage technology. Compared with traditional physical storage, cloud storage provides a new service model with the advantages of flexible data access and cost saving. Currently, it is mainly divided into public cloud, private cloud and hybrid cloud.
Western Digital has dominated the era of mechanical hard drives. Solid-state drives continue to erode the mechanical hard drive market and are actively transforming into solid-state drives. In the process, they also acquired flash memory maker SanDisk to quickly intervene in the market. Although this acquisition does not know whether it will cross the cloud storage field, there is no doubt about an alternative direction.
Western Digital acquires Tegile Systems
After the acquisition of Upthere, Western Digital announced the acquisition of Tegile Systems, and the transaction amount was not announced. Founded in 2010, Tegile Systems is a company that provides enterprises with data center application flash and persistent memory slot solutions, which will be integrated into Western Digital's data center systems business unit upon completion. The acquisition will further expand Western Digital's product offerings in solid-state storage and hybrid array storage, and will also drive the company's focused systems business.
With the development of the Internet of Things and artificial intelligence, the amount of data that needs to be stored will be more and more, and the flash memory chip will be an important storage carrier as the main memory chip type. Western Digital has strengthened its position in the storage industry through acquisitions again and again, and preempted the “favorable terrain†before the next round of competition.
Jiang Bolong acquires Lexar
On August 31, Shenzhen Jiangbolong Electronics Co., Ltd. announced that it has acquired Lexar. After the acquisition, the new Lexar will become a wholly-owned subsidiary of Jiangbolong. Founded in 1996, Lexar was acquired by Micron in 2006. Its memory card is known for its high-speed reading and writing. It has a variety of products that can meet the needs of 4K video recording, and is very popular among photographers. It is reported that Jiang Bolong and Meiguang are long-term partners, and this acquisition is also reasonable. The new Lexar will introduce Jiang Bolong's high-quality innovative storage product line and continue to focus on the consumer mid- to high-end storage market. The acquisition will complement Jiang Bolong's high-end brand in the consumer storage market, which is the company's further internationalization.
By acquiring foreign companies and supplementing product lines to increase visibility, it is a common reason for acquisition. Jiang Bolong further expanded its brand influence through the acquisition of Lexar, and combined its products and services with the Lexar brand, which not only enhanced its own strength in the storage field, but also showed how the company in the storage industry should do it. Vertical integration.
However, there have been successes and failures in the past two years of acquisitions, and it has been unresolved until now. The acquisition of LatTIce by private equity fund Canyon Bridge Capital Partners is unresolved, but this week's acquisition has made new progress. At the same time, it was rumored that the acquisition of Howe Technology's Weir shares also had new news this week.
Canyon Bridge acquires LatTIce
In November last year, the Chinese-funded private equity fund Canyon Bridge and the US semiconductor company LatTIce announced that they had signed an acquisition agreement, the former will acquire the latter for about $1.3 billion. However, few people are optimistic that this acquisition can be successfully completed, mainly because of the fund's Chinese background. Sure enough, more than 22 US congressmen in December may disrupt the military supply chain and cause many important programs of the Department of Defense to rely on foreign technology to block the transaction. The delay in the acquisition transaction has finally reached a new development this week. It is reported that Canyon Bridge will decide whether to seek US President Trump to approve the acquisition application within the week.
It is reported that LatTIce is the third-ranked FPGA manufacturer, the first two are Xilinx and Altera, of which Altera has been acquired by Intel. The company specializes in low-power FPGAs, video-specific standard products, 60GHz millimeter-wave and IP-licensing for intelligent connectivity. The target users are original equipment manufacturers in the communications, computer, industrial, automotive, medical, military and consumer markets.
It is not the first time that China’s acquisition of overseas semiconductor companies has been rejected. In the face of the development of China’s semiconductor industry, the United States has repeatedly expressed its taboos. As a result, many companies have turned their acquisitions overseas from overseas, and the prospect of the acquisition of the Canyon Bridge, which has not been approved by the US Foreign Investment Review Committee (CFIUS) for nearly eight months, is indeed uncertain.
Vail shares acquired Beijing Haowei
Another acquisition that was lost in the past was the acquisition of Beijing Haowei by Weir. Last month, the company announced that it will continue to suspend trading due to the acquisition of Beijing Haowei Assets Reorganization. Some of the latter shareholders said that they did not receive the former’s restructuring framework and expressed their disapproval, incomprehension and disagreement. The attitude of the acquisition.
It is reported that Beijing Haowei business is carried out by its subsidiary OmniVision Technologies, Inc. (American Haowei). Howe's CMOS image sensor can be used in both consumer and industrial markets, with its goals in smartphones, notebooks, tablets, webcams, security surveillance, entertainment devices, digital cameras, camcorders, automotive and medical imaging systems. market. In addition, last year, Beijing Junzheng announced that it would acquire the company but ended the acquisition.
On August 29, Vail shares held a major asset restructuring investor briefing to disclose the acquisition related matters. It indicated that the company is still in communication with the shareholders of Beijing Haowei, whose attitude is not clear, on the final restructuring plan, but also said that this restructuring may be subject to greater uncertainty due to the disagreement of some shareholders. At the same time, it also indicated that the signing of the framework agreement will be completed as soon as possible and announced in time.
With the popularity of dual-use mobile phones, the CMOS image sensor industry has seen a lot of growth. The demand for image sensors in the automotive and security sectors will also increase with the popularity of the Internet of Things. Therefore, it is no wonder that Beijing Junzheng and Weir shares have been the main players in the CMOS image sensor market, and the influence is only on Sony and Samsung's Beijing Howe.
Summary: After the first two years of crazy consolidation, the acquisition of the semiconductor industry this year is not as attractive as it used to be, lacking super-merger cases like Anwarco's acquisition of Broadcom and Softbank's acquisition of ARM. However, there is no lack of integration similar to those listed in this article to strengthen their strength in the target market. This phenomenon will continue to occur in the future.
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