"Little Giant", as one of the best, is a pioneer enterprise with focus on market segmentation, strong innovation ability, high market share, mastering key core technologies and excellent quality and efficiency. These enterprises will eventually grow into individual champions. Of course, the "little giant" who specializes in the list also needs "hard indicators", such as the proportion of R&D investment and the proportion of R&D personnel.
Among the three batches of nearly 5,000 "little giant" enterprises that specialize in characteristics and novelty announced by the Ministry of Industry and Information Technology, the proportion of integrated circuit enterprises is relatively low. According to JW insight statistics, there are less than 170 "little giant" enterprises in integrated circuits, accounting for less than 3.5%. Among them, Shanghai has the largest number of enterprises, but there are only more than 30. Anlu Technology, as one of them, was included in the third batch list of the Ministry of Industry and Information Technology.
High research and development, the road of "little giant"
Anlu Technology was founded on 20 1 1, and the concept of "specialization and novelty" was first put forward. After ten years of deep cultivation in the field of FPGA, it has grown into a professional and novel "little giant" announced by the Ministry of Industry and Information Technology in 202 1, and Anlu Technology also completed its listing in the same year.
Co-founder of Anlu Technology &; As an employee of 1, General Manager Chen witnessed the growth of Anlu Technology.
Chen said that the initial intention of Anlu Technology is very simple, that is, several like-minded people with many years of FPGA research and development experience. Based on the thorough understanding of FPGA technology and the relative blank understanding of it in the domestic market at that time, I hope to continue to deepen and build the leading technology in China. Take Chen as an example. Since studying in Fudan in 2004, I have been engaged in FPGA research. Therefore, R&D innovation comes from Anlu technology gene, and market insight is supplemented by acquired practical experience, which also "determines" some milestone nodes in the growth of Anlu technology to some extent:
—— the founder's experience was integrated and developed into the first sample;
-Open the market with products, find the first application market (TV) and sell the first chip;
-Define products with innovation, and open the second application market (outdoor big screen);
-Open up new opportunities such as communication and industry, turn to research and development of large devices, and enter a period of rapid growth.
It is understood that the R&D expenditure of Anlu Technology has increased from 34 million yuan in 20 18 to1260,000 yuan in 2020. 202 1, R&D investment continued to increase substantially, and R&D efforts in Shanghai, Chengdu, Tianjin and Beijing increased. As of June last year, there were 150 masters. In addition, the operating income level of Anlu Technology has doubled year by year and is expected to continue in the future. According to the 20021annual performance forecast, the competitiveness and market influence of the company's chip products continued to improve in 20021year, and benefited from the steady growth of the downstream market demand of domestic FPGA chips. In 20021year, the operating income increased significantly year-on-year, from 134.85% last year to/.
Chen revealed that at present, the investment of Anlu Technology accounts for more than 30% of the operating income, and the investment of Anlu Technology will still increase substantially in the future. At the same time, with the rapid growth of operating income, the proportion of R&D investment in operating income will continue to decline.
With the high investment of R&D, the launch speed of new products of Anlu Technology continues to accelerate. It is understood that Anlu Technology will launch a number of heavy new products this year, laying a solid foundation for the sustained growth of sales in the next few years.
High growth, ecological construction, and broadening the border.
Because FPGA has high flexibility and expansibility, it can realize algorithm iteration at low cost, and can better realize the prototype verification function of new scenes. At present, with the rise of edge computing, automotive electronics, data center, artificial intelligence and other technologies, FPGA has become the first choice to verify these new scenarios.
Anlu Technology has built a product matrix consisting of ELF, EAGLE, PHOENIX series FPGA chips and special EDA software for Tang Dynasty, which can be widely used in industrial control, network communication, consumer electronics, data centers and other fields. At the same time, Anlu Technology continues to expand the product matrix to more application scenarios. According to its prospectus, in the next three years, Anlu Technology will increase R&D investment in chip architecture, system integration, manufacturing technology and special EDA software, and actively explore emerging markets such as data centers, artificial intelligence and autonomous driving.
Chen said that in the future, he will focus on strategic direction planning and landing, and promote the development of product series in the direction of large capacity, high performance and system-level FPGA, facing a broader core market; Realize better product differentiation through continuous innovation to meet the needs of various domestic markets; Pay attention to the supply chain and upstream and downstream to further improve the delivery capacity and quality.
Under the background of global core shortage, Anlu Technology 202 1 is full of orders, and its quality control performance is excellent, which has won high-quality scores from key customers. Chen said: "In view of the cost increase caused by the lack of core in 202 1, the company did not pass all the cost pressure on customers, because it paid more attention to the long-term cooperative relationship with customers. In 2022, the production capacity of Anlu Technology will be greatly increased to meet all market demands. At the same time, the company will continue to provide high-standard quality control and rapid customer demand response services to help the ultra-high-speed growth of this year's performance. "
In addition, Chen pointed out: "Anlu Technology will continue to invest in college students' programs and support college competitions, such as EDA competition, FPGA competition, and the Arm Cup. In the long run, these will be beneficial to cultivate an application ecology of domestic FPGAs. In addition to competitions, Anlu Technology also cooperates with many universities in scientific research projects and participates in the writing of undergraduate teaching plans. We also provide free card processing channels for engineers, enthusiasts and manufacturers, and donate thousands of cards every year. "
Customer management, product matrix, and Industry-University-Research cooperation all reflect the "strategy" of Anlu Science and Technology to build ecology and broaden its boundaries.