In recent years, as the country has vigorously promoted the introduction and implementation of relevant policies such as "new infrastructure" and "digital economy", China's semiconductor industry is ushering in an accelerated development trend. According to IC Insights, China and the Asia-Pacific region's combined share of the global IC market will increase from 63.8% in 2020 to 68.1% in 2025, with a compound annual growth rate of 9.4% during this period.
As an innovative semiconductor supplier that has been deeply involved in the Chinese market for 21 years, Semtech has been rooted in the Chinese market for 21 years. In view of China's vast and rapidly developing semiconductor market, Semtech meets the diverse needs of Chinese customers and helps them create long-term value with its innovative, high-performance and high-reliability products and high-quality localized R&D and technical support teams.
Continue to lead the industry development with extensive and specialized innovative technologies
Semtech has always adhered to customer needs, expanded horizontally into different application fields, and designed, developed, manufactured and sold various commercial application products and solutions. With a diverse product portfolio and world-class technology roadmap, Semtech provides customers with solutions in the fields of IoT wireless communications, optical communications, circuit protection, smart sensors, professional audio and video, and has therefore become one of the most balanced companies in the semiconductor industry.
At the same time, in order to meet the diverse and growing new demands of customers, Semtech continues to focus on market segments, maximizing the "specialization and precision" of its products in different vertical markets, and has long occupied a leading position in the global market in many business areas.
In 2021, the Ministry of Industry and Information Technology emphasized at the meeting that efforts should be made to increase the construction of 5G networks and gigabit optical networks and to enrich application scenarios. 5G network infrastructure is being built on a large scale, high-traffic scenarios will continue to increase, and enterprises' high-bandwidth demands will push hyperscale data centers into the 200G and 400G era. Faced with new bandwidth requirements put forward by communications companies, Semtech's Tri-Edge™ PAM4 clock and data recovery (CDR) technology is the first low-power solution on the market for optical communication links. It can be used in multiple market areas such as data centers, high-performance computing (HPC), and 5G wireless fronthaul/backhaul, supporting coverage from 100 meters to 10 kilometers. Semtech's PAM4 CDR products are now in mass production, and the integration provided by its simulated CDR can reduce costs while providing the industry with ideal low-power and low-latency solutions to meet the needs of high-performance computing, artificial intelligence (AI) algorithms, and cloud data center networks, and support the construction and development of China's next-generation data centers.
In recent years, the market demand for high-end consumer electronics products has been strong, and providing consumers with a safer user experience has received widespread attention. In 2021, Semtech launched the PerSe™ smart sensor for the consumer smart device market. PerSe technology is developed based on Semtech's more than ten years of experience in sensor technology. It optimizes the performance of smartphones, laptops, and wearable devices by intelligently and automatically sensing the presence of people, bringing a safer and more optimized user experience while complying with SAR regulations. As the concept of the "metaverse" has received widespread attention, PerSe will also help the development of the consumer market for wearable devices such as VR smart glasses.
With the rise of cloud conferencing and short videos, enterprises and individuals have more and more requirements for high-definition quality and zero-delay remote videos. Semtech's BlueRiver® platform can transmit uncompressed zero-delay ultra-high-definition SDVoE video through standard Ethernet, achieving high-performance switching and distribution of AV content, up to true 4K60, which can meet the needs of industries and fields such as medical, industrial and security that need to transmit uncompressed zero-delay 4K video.
Join hands with industry partners to empower China's local ecosystem
As a semiconductor company with 60 years of professional experience in the semiconductor industry, Semtech entered the Chinese market in 2001 and has continued to cultivate the Chinese semiconductor market. Semtech has established deep and long-term trust and cooperation with many leading domestic companies, including China Mobile, China Telecom, BYD, Alibaba, Tencent, Huawei, ZTE, Xiaomi, Lenovo, etc.
Semtech's LoRa® technology and its chipset can connect sensors to the cloud, enabling real-time data communication and data analysis, improving efficiency and productivity. In recent years, LoRa applications have penetrated into smart parks and buildings, meters, fire protection and security, smart agriculture, industrial control, logistics and asset tracking, environmental energy conservation, health care and other fields. The LoRa ecosystem is booming at home and abroad, and the number of domestic LoRa industry chain companies has exceeded 2,500. In terms of product and application development, in 2020, Semtech released the LoRa Edge™ ultra-low power positioning solution and the supporting LR110 chip, and announced in early 2022 that the LoRa Edge geolocation service will be officially integrated into the Tencent Cloud IoT development platform. Today, the domestic IoT industry is developing rapidly. In response to the needs of Chinese customers, Semtech developed the LoRa private network reference design for China in 2021, which is provided free of charge to LoRa ecosystem partners, promoting the development and prosperity of the domestic LoRa ecosystem from product to application dimensions.
Under the background of China's strong support for the development of the semiconductor industry, Semtech helps customers improve their product competitiveness with its leading innovative technologies, high-performance and high-reliability products, sales and technical support teams in major cities across the country, a complete and flexible supply chain and strong delivery capabilities. In the future, Semtech will continue to flexibly adjust to the needs of the Chinese semiconductor market, further increase investment and support for the Chinese market, and achieve win-win cooperation with local customers.
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