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Author: Qiao Yumeng
36 Krypton was informed that the 5G RF chip developer “Diesel Technology” has completed a round of financing of nearly 100 million yuan. This round of financing was led by Yinghua Capital. The old shareholders of Rockchip Microelectronics and Iwamucao Investment continued to raise funds. Qingtong Capital acted as the exclusive financial advisor. The company’s historical investors include Inno Angel Fund, Qingsong Fund, Huarui Investment, etc.
Wu Ruili, co-founder of Decore Technology, said that this round of financing will be used to expand R&D, sales, operations and customer support teams on the one hand, and to strengthen stocking on the other hand.
Founded in 2018, Dixin Technology focuses on the research and development of 5G Internet of Things RF chips. It mainly has two product lines: RF front-end and RF transceiver. Among them, the RF front-end series are suitable for scenarios such as Bluetooth, Zigbee, WiFi, NB-IOT and private networks, and can cover various IoT markets.Currently 5 products have been successfully mass-produced.The RF transceiver series are mainly used in 5G small base stations, multi-mode Internet of Things, UAV image transmission systems and various wireless private networks. The existing products have completed engineering samples and taped out.Plan to achieve mass production in 2021.
Wu Ruili told 36Kr that the company has reached cooperation with downstream application vendors such as Lumi, Shunzhou Technology, Feibi, Kuazhu Technology, and Rieter. With the continuous mass production of a variety of products and the spread of the market, shipments in 2021 are expected to increase significantly.
Downstream application of “Deocore” products
Adopt a differentiation strategy to achieve high performance and low cost with silicon-based technology
According to Yole’s prediction,The RF front-end market will reach 35 billion U.S. dollars in 2023, an increase of 130% from 2017’s 15 billion U.S. dollars, and a compound growth rate of 14% in the next 6 years.At present, 90% of the market share is still occupied by foreign manufacturers, especially American manufacturers., The security of the supply chain in the communications industry is facing greater hidden dangers, and there is ample room for domestic manufacturers to substitute domestically. Under the huge market opportunity, a large number of domestic RF front-end manufacturers have emerged, including VJC, Huizhiwei, Feixiang Technology and so on.
Decore Technology is also one of them.However, unlike most players who choose mobile phones as their application field, Dixin Technology aims atBluetooth speakers, routers, gateways, remote control toys, private network communicationsAnd other segmented IoT application scenarios have formed certain advantages in product definition and market promotion with differentiated strategies, and quickly entered the market.
In addition to adopting a differentiated market strategy, Decore Technology has also chosen a different technical route. Wu Ruili said,Different from the third and fifth group semiconductor processes used by most players in the radio frequency industry, DiCore Technology’s self-developed silicon-based process, Which can provide cost-effective solutions for IoT scenarios such as smart homes.
The advantage of the silicon-based technology path is embodied in the performance of Decore Technology’s products.Wu Ruili told 36 krypton that the products of Earth Core TechnologyPower consumption performance is 70% of other domestic manufacturers, Not inferior to foreign competitors.In terms of sleep current indicators, the company’s productsAn order of magnitude lower than similar foreign manufacturers,This is also one of the reasons why the company’s products can be successfully applied to low-power sensors.At the same time, Decore Technology’sAnti-static ability is more than 2 times that of foreign competitors, Higher reliability. In addition to high performance, technological leadership is also reflected in cost.The advantages of silicon-based technology enable the product area to be 70-80% of that of similar foreign products, and the cost can also be reduced. Therefore, the products of Decore TechnologyThe price can be reduced by 30-50%.
International radio frequency manufacturers often master the basic core patents at the early stage of the development of the third and fifth group semiconductor technology, and have formed a relatively complete patent layout.Geocore Technology chooses a differentiated technology path, which alsoSolve the patent restrictions that domestic RF manufacturers often need to face from the source.
Break through technical difficulties and realize domestic substitution
In the context of the rapid development of 5G, small base stations are small in size and flexible in deployment, which can supplement the weak signal coverage areas and coverage blind spots of macro base stations. It is an important means to realize 5G ultra-dense networking. The radio frequency transceiver chip is the key chip of the base station system. According to the data provided by Decore Technology, it is calculated according to the 5-year construction period.The annual market space of 5G base station RF transceiver chips will exceed 10 billion yuan, The market potential is huge.howeverThe self-sufficiency rate of the radio frequency transceiver chip of the domestic base station side is almost zero, and the market is monopolized by a foreign company called Analog Devices.
Wu Ruili told 36 krypton that the technical difficulties of radio frequency transceivers are reflected in two aspects. One is that the transceiver needs to be made into a broadband; the other is that the bandwidth of the transceiver should be as large as possible. At present, Dixin Technology has achieved 5G communication. Ultra-high bandwidth. The Decore Technology team has worked in Qualcomm, MediaTek, Samsung, Texas Instruments, Huawei HiSilicon and other international first-tier semiconductor companies. They have many years of practical experience in the field of RF chip cutting-edge technology research and development, and have laid an important foundation for overcoming technical difficulties.The core performance of the company’s products is comparable to that of competing products, and at the same time, the cost is greatly reduced.
In terms of landing, RF transceivers are mainly oriented to infrastructure scenarios. Customers include main equipment vendors, network optimization equipment vendors, private network application equipment vendors, etc. The demand for domestic substitution is strong. At present, Dixin Technology has begun in-depth contacts with some customers.
The chip industry has high requirements for after-sales service support, and Decore Technology has formed a relatively complete service system. Wu Ruili told 36Kr that at present the company’s FAE team can quickly respond to customer needs and has summarized a set of systematic solutions for the problems that customers often encounter.Ensure that the customer’s problem is effectively resolved within 1 day.
Talking about the development plan in 2021, Wu Ruili said that Dixin Technology will increase its sales of RF front-end chip products and plan to achieve a breakthrough in revenue. The RF transceiver chip series will also be finalized and mass produced this year. At the same time, the company will strengthen organizational construction and further improve the team structure.
In terms of the team, the R&D personnel of Decore Technology accounted for 85%. The founder, Ruili Wu, was a senior R&D engineer of Qualcomm and Black Sand RF circuits, and the team leader. He successfully mass-produced a variety of power amplifier products for 3G/4G/IoT, including the world’s first linear RF power based on bulk silicon. Amplifier products. The other founder, Junjie Chen, was the head of Qualcomm IoT chips, senior design directors of Marvell and MTK integrated circuits, focusing on the development of high-performance, low-cost chips, and successfully mass-produced a variety of hot-selling RF chips, with product sales exceeding 1 billion. .
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