Analysis on the ability and market value of Cambrian sustainable operation with a valuation of more than 30 billion yuan

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 Analysis on the ability and market value of Cambrian sustainable operation with a valuation of more than 30 billion yuan


From the end to the cloud and then to the edge, the Cambrian has taken the lead in completing the layout of cloud edge AI products. In addition, Cambrian products not only include terminal intelligent processor IP, cloud intelligent chip and acceleration card, edge intelligent chip and acceleration card, but also basic system software platform for chip products.

The core technology of Cambrian mainly focused on smart chips and system software. Among them, smart chip business includes processor IP authorization and chip sales. That is: first, the processor IP is authorized to chip manufacturers; second, the chip is designed and sold by itself, such as the cloud smart chip launched by Cambrian for Internet companies and other users.

According to the prospectus, in 2017, 2018 and 2019, the operating revenue of Cambrian was 7.8433 million yuan, 11.10252 million yuan and 44.39385 million yuan respectively, with an increase of 1392.05% and 279.35% respectively compared with the previous year; in 2017-2019, the companys operating revenue increased by more than 50 times, achieving a rapid growth.

In the report of Cambrian reply to the second round of inquiry letter of Shanghai Stock Exchange, it also disclosed its financial information in the first quarter of 2020. Affected by the epidemic, from January to March 2020, the Cambrian operating revenue was 11.5526 million yuan, down 18.91% from the same period last year. However, the revenue of cloud smart chips and accelerators was 6.6197 million yuan, an increase of 775.51% over the same period of last year, with a large growth rate.

In the high-tech industry, the chip industry is one of the core and basic industries. Most high-tech industries are inseparable from chips, especially high-end chips. In the era of science and technology, whoever can master the chip will master the ticket of high-end manufacturing and information society. This is the industry that decides the future! There is no need to worry about the future.

According to the financial information of Cambrian in the first quarter of 2020 and the estimated revenue in the first half of the year and the whole year, CITIC Securities also gave the latest valuation of 19.2-34.2 billion yuan.

It can not be ignored that the cloud chip market has a strong dependence on software and ecology. It is a very long-term process to develop a strong software ecosystem and a comprehensive sales network on the basis of hardware competitiveness, which is the need of Cambrian and the direction of improvement.

The unified software platform, cambriconneuware, is not only conducive to the construction of Cambrian ecology, but also can better build its cloud edge integrated competitiveness. Recently, Cambrian and Baidu PaddlePaddle PaddleLite have completed their adaptation, and cooperation with intelligent operating system technology and product providers Zhongke Chuang is not only conducive to the development of software ecology, but also to the expansion of product application areas. Only by continuous technology investment and technology accumulation can we build a leading chip enterprise. In the high-tech industry, there is no speculation. Its just hard work and continuous research and development. On June 2, the Municipal Committee of science and Technology Innovation Board issued the announcement of the results of the 33rd Review Conference in 2020, and the Cambrian IPO was approved. Its sponsor is CITIC Securities, and the proposed financing amount of the IPO is 2.801 billion yuan. Some analysts believe that the market will pay more attention to technology stocks, and the core asset position of chip stocks will be strengthened. Source: editor in charge of mass news: Chen Tiqiang_ NB6485

The unified software platform, cambriconneuware, is not only conducive to the construction of Cambrian ecology, but also can better build its cloud edge integrated competitiveness. Recently, Cambrian and Baidu PaddlePaddle PaddleLite have completed their adaptation, and cooperation with intelligent operating system technology and product providers Zhongke Chuang is not only conducive to the development of software ecology, but also to the expansion of product application areas.

Only by continuous technology investment and technology accumulation can we build a leading chip enterprise. In the high-tech industry, there is no speculation. Its just hard work and continuous research and development.

On June 2, the Municipal Committee of science and Technology Innovation Board issued the announcement of the results of the 33rd Review Conference in 2020, and the Cambrian IPO was approved. Its sponsor is CITIC Securities, and the proposed financing amount of the IPO is 2.801 billion yuan. Some analysts believe that the market will pay more attention to technology stocks, and the core asset position of chip stocks will be strengthened.