Mass production of more than 200 models, delivery of more than 300 million, disassembly of MCU manufacturer‘s order password
Time:2022-08-27
Views:1802
Source: core Myrtle
In recent years, the COVID-19 epidemic and changes in the international environment have been intertwined and resonated, and the global semiconductor supply chain has experienced phased and structural imbalances. In spite of the complex and changeable international trade environment and the limited supply chain, smart microelectronics continues to increase R & D investment, firmly promote product and technology innovation, focus on layout and research and development of new products that are highly compatible with the market, so that the company ushers in rapid development.
Recently, the reporter of "going into the industrial chain" column of the core bage interviewed Jin Zhao, application development director of Shanghai Lingdong Microelectronics Co., Ltd. (hereinafter referred to as "Lingdong microelectronics"). This paper discusses the current development of smart microelectronics enterprises and the corresponding countermeasures under the structural differentiation of MCU.
It has delivered more than 300 million chips in total, ranking in the forefront of local general 32-bit MCU companies
It is understood that smart microelectronics, founded in 2011, is a general 32-bit MCU product and solution supplier in China. The MCU products of smart microelectronics are identified by mm32, based on arm Cortex-M series core, and independently develop software, hardware and ecosystem. At present, more than 200 models have been mass produced and more than 300 million have been delivered, ranking in the forefront among the local general 32-bit MCU companies.
Main product series of smart micro
Source: smart Microelectronics
Jin Zhao said: "since its establishment in 2011, smart microelectronics has constantly updated and iterated its products. At present, it has developed four series of F / L / spin / W and more than 200 models of mm32 MCU products, which are widely used in eight fields such as automotive electronics, industry, home appliances, medical care and personal equipment. It provides long-term MCU products and services for many domestic and foreign first-line brands represented by Xiaomi."
In terms of general-purpose MCU, smart microelectronics has two series of products: mm32f high performance and mm32l low power consumption. Among them, mm32f series named with four digits is a new generation of mm32 general-purpose high-performance platform mainly promoted by smart microelectronics, which has greatly improved the system performance, function expansion, reliability and stability; Mm32l series, also named with four digits, is a new generation of low-power platform newly released by the company, with leakage current as low as 100na.
"The company‘s MCU has grown rapidly in recent years. Mm32f Universal Series MCU includes 13 packages and nearly 100 models. It is the product with the largest shipment volume at present." Jin Zhao said, "based on the upgrading of technology, platform and target application, smart microelectronics can achieve the goals of higher main frequency, lower power consumption, smaller chip area and better quality in the key fields of domestic MCU microcontrollers, and gradually shorten the gap with similar products of international large manufacturers."
The reporter has noticed that the new mm32f5 Series MCU products launched by smart microelectronics not long ago have received extensive attention in the market. It adopts the armv8-m mainline architecture, and the whole system is equipped with the "Star" star-mc1 processor of anmou technology. It has made many innovations in architecture and peripheral design, and can adapt to various high-end markets such as industry, IOT and automobile.
Smart microelectronics new mm32f5 Series MCU products
Source: smart Microelectronics
When talking about the cooperation with anmou technology, Jin Zhao analyzed: "The performance of the star-mc1 processor of anmou technology is higher. Compared with the m3 / M4 series, the performance of the mm32f5 series is improved by about 20%. In addition, it has a complete ecology and supports a variety of compilation and debugging tools such as KEIL, IAR, GCC, j-link, and ulink2, which helps us better expand our customers. In terms of application scenarios, the above products have been connected with manufacturers such as industrial automation, building automation, and home appliance master control, and have also been very popular with customers Positive feedback. "
In addition to continuous breakthroughs in high-end consumer electronics, home appliances, industrial control and other fields, smart microelectronics is also gradually expanding to the automotive MCU market with more than 10 years of MCU chip R & D and design and market delivery experience.
Jin Zhao pointed out that for MCU manufacturers, complete ecological support is an unavoidable topic. The layout of automobile MCU chip R & D and industrialization projects is an important part of the company‘s strategic development and an important measure to develop and maintain the company‘s scientific and technological innovation ability in the future. We will enter the market from applications such as window control, seat control and central control assistance, and gradually penetrate into applications with higher value content after the technology is mature. This requires a certain amount of time to accumulate, and then move towards the core application market step by step.
Nearly 50 motor drive product models have been released to continuously expand the breadth and depth of motor applications
As is well known in the industry, the development history of motor has been more than one hundred years, and it has become a major energy consumer. With the year-on-year increase in energy efficiency requirements and the continuous demand for motor noise reduction, improving efficiency has become the theme of continuous improvement in the motor industry.
Under this background, BLDC brushless DC motor has gradually replaced AC induction motor with its advantages of small size, low noise, high efficiency and long life, and has been widely used in household appliances, industry, automobile and other fields. According to the agency‘s prediction, the market size of BLDC motor is expected to reach 19.76 billion US dollars in 2022.
Jin Zhao said: "smart microelectronics mm32spin Series MCU products are tailor-made for DC brushless motor drive. At present, the series of motor products have 10 packaging forms and nearly 50 models for customers to choose from, which can meet the needs of many motor applications in the market, such as electric tools, hand-held vacuum cleaners, electric bicycles, robot actuators, range hoods, fans, micro low-voltage fans and so on."
Smart microelectronics mm32spin Series MCU products
Source: smart Microelectronics
Insiders pointed out that if the motor wants to achieve high speed, the main frequency speed and driving accuracy must reach a certain height. It is difficult to do it with ordinary MCU. Therefore, most manufacturers will put some hardware IP specially designed for the motor, as well as peripheral devices such as comparators, operational amplifiers and ADCs in the chip to improve the speed and sampling accuracy of the motor.
"Mm32spin series adopts arm Cortex-M0 / m3 core, provides up to 512KB flash memory space, and has built-in multi-channel UART, I2C, SPI, can and other communication modules, as well as a variety of high-precision analog peripherals such as comparators, 12 bit 3msps ADCs and operational amplifiers. Among them, the driving MCU provides the function of integrated power supply, abundant peripherals such as pre drive, LDO and MOSFET. The voltage range is 20V, 60V, 200V and 600V. The products are rich and can be rooted Professional customization according to user needs. " Jin Zhao said.
Take the mm32spin580c motor MCU product as an example, which uses the high-performance arm? Cortex?- M0 is the core, with a maximum operating frequency of 96mhz, built-in operational amplifier, comparator, rich I / O ports and communication peripherals. Mm32spin580c can provide customers with a highly integrated solution suitable for three-phase motor control.
As for the innovation of this product, Jin Zhao pointed out: "high integration, high reliability and small package are the biggest characteristics of mm32spin580c. Since the launch of this product, it has been widely praised by the market and recognized by many customers. Customers cover the fields of garden tools, server fans, vacuum cleaners, electric two wheeled vehicles, balance vehicles and so on.
Diversified layout offsets the impact brought by the decline in consumption and takes the opportunity to actively expand to high-end fields
Because MCU can provide different combination control for different application scenarios, MCU can be seen in many fields such as mobile phone, PC, automotive electronics and industry. In recent years, driven by many downstream demands, MCU has developed rapidly. According to IC insights, the global MCU market sales will increase by 10% in 2022, and the market scale is expected to reach US $21.5 billion, a new record. In the next five years, the sales of 32-bit MCU is expected to grow at a compound annual growth rate of 9.4% and reach US $28.5 billion by 2026.
From the perspective of the global MCU pattern, the industry concentration is relatively high, and the market share of foreign giants such as Renesas, NXP, Infineon and microchip exceeds 80%. Although domestic manufacturers are blooming, they are still catch ing up.
In terms of application fields, there is a big difference in the application distribution between the Chinese MCU market and the global MCU market. From the application field, the global MCU market application is mainly concentrated in the middle and high-end fields such as the automobile and industrial market, accounting for 60%; While China is mainly concentrated in the middle and low-end consumer market, accounting for 26%, and the total of automobile and industry is less than 30%.
Data source: wind, sorting by mynax mandshurica
Affected by repeated epidemics, high inflation and geographical conflicts, the global economic recovery is weakening. People‘s demand for consumer electronics such as smart phones, PCs and tablets is weakening, and the pressure of shipment and order cutting is coming. The price of MCU, which was relatively hard and in short supply, has begun to loosen.
Jin Zhao said: "This year, domestic MCU will face severe challenges, especially the individual companies with irrational price increases last year. This year, they will face great pressure from channels and customers. Of course, this does not mean that domestic MCU manufacturers have lost opportunities. On the contrary, after this wave of adjustment, some manufacturers with serious low-end homogeneous competition will be gradually eliminated, and some powerful manufacturers will seize this share against the trend and take the opportunity to expand into the high-end field."
It is worth noting that although the current demand for consumer MCU is slowing down, the demand for automobile and industrial control MCU is still very strong. Especially in the field of automobile MCU, the demand is still in short supply.
For the current market of MCU structural differentiation, Jin Zhao pointed out: "The layout of smart micro products is diversified, so the weakness of the consumer side can basically be offset by the growth of products in other fields. In the new energy vehicle market, due to the long verification cycle and the large increase in the number of MCUs required for the development of intelligence, the automotive sector will be a relatively certain opportunity point in the next 3-5 years. In addition, due to the needs of the digital transformation of traditional industries, the industrial control sector will also be a relatively large one A steadily growing market. "
epilogue
In the aiot era, all electronic products will be upgraded intelligently, including more intelligent human-computer interaction, processing, networking and AI functions, which require MCU with higher performance, higher quality and lower power consumption. It can be said that MCU is one of the basic devices of the next generation of super Internet and will usher in a better development prospect.
As the representative of ecological products, the improvement of MCU enterprises depends on the construction and perfection of its ecosystem to a large extent. Smart microelectronics has been deeply engaged in MCU for more than ten years. It has launched more than 200 models of mm32 MCU 4 series for 8 application scenarios such as automobile, industrial control, white goods and medical treatment. Its MCU ecological construction has been in a leading position in China. After the test of the market, we believe that smart microelectronics has the ability to stand out from many MCU enterprises, and then drive into the fast lane of development.
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