China's manufacturing industry launches a "heart-breaking" offensive

This year is the first year of the "Twelfth Five-Year Plan". It is also considered to be a crucial year for China to build an innovative country. In the increasingly globalized world of industrial competition, China has increasingly attached importance to national industrial development and industrial image.

In the past, China's industry was still the world's processing factory under the label of “Made in China” in general. The lack of low-end manufacturing of core technologies was increasingly incompatible with China’s rapidly emerging economic power and national image. In recent years, many Chinese companies have begun to intensify innovation and seek autonomy and surpass in the core scientific and technological fields of the industry. This “heart-building” movement has also formed a powerful push for the transformation of “Made in China” to “Created in China”.

In the next five years, what kind of path will our industry use to further enhance its core competitiveness and reshape the image of China's local manufacturing industry, and become the focus of global attention.

The civil aviation industry and the gap between Europe and the United States 30 years Voice of the industry: Aircraft engines should implement major projects Domestically produced large aircraft C919 plans to fly first in 2014, China's regional aircraft ARJ21 with independent intellectual property rights has entered the final stage of airworthiness certification, these are people I lament that the Chinese are trying to "fly with their own wings." However, the engine's lag in development seems to be putting chains on the wings. How to equip domestic aircraft with the "Chinese Heart" has become the focus of attention in the industry.

It is understood that the aeroengine is one of the most complex engineering technologies of human beings so far. It is hailed as the "crown jewel in the crown" of modern industry. There is a saying in the industry that "a generation of engines determines a generation of aircraft." However, at present, the global civil aircraft engine market is basically monopolized by giants of Europe, the United States, Europe, and Pratt & Whitney. In addition to a certain basis for the development of military products in China, in terms of more difficult civilian products, no one has yet been explored. The complete path from R&D to production. Experts said bluntly: China’s civil aircraft engine is 30 years away from the West. The most optimistic forecast is that it takes more than 10 years for China to catch up with the advanced world level.

Aeronautical expert Yang Yuzhong told the reporter that the technical requirements for civilian aircraft engines are very high, because the life of military airplanes is only a few thousand hours, and civil aircraft engines are required to maintain tens of thousands of flight hours in high-speed conditions, so China must create its own. Civil aircraft engines may take more than 10 years of effort. However, once it is successfully developed, both the strategic significance of the country and the business prospects of the market are enormous.

It was the realization of the importance of the engine. At the beginning of 2009, AVIC Commercial Aircraft Engine Co., Ltd. was formally incorporated in Shanghai. This marked the start of the research and development of domestic large aircrafts that attempted to tackle the “heart” difficulties of large aircrafts.

However, Gan Xiaohua, chief engineer of the Air Force Equipment Research Institute, pointed out that there are still many difficulties in the research and development of civil aircraft engines in China, including low R&D expenditures and talent shortages. “General R&D costs for civil aircraft engines will cost at least 5-6 billion yuan, and the development of large aircraft engines will cost more than 10 billion yuan. Now, without special research funding, R&D expenditures are not guaranteed, and even technicians’ income In addition, the lack of engine technicians and the weak industrial foundation are also obstacles to the development of China’s civil aircraft engines.

Zhang Hongyi, deputy to the National People's Congress and director of the AVIC Science and Technology Committee, suggested during this year’s “two sessions” that the establishment of a major project for the implementation of engines in the country is like carrying out the “two bombs and one star” project, carrying out high-intensity investment, accumulating experience and improving technology. System, training personnel, and consolidate the foundation for development. Based on the integration of existing plans, it is recommended that the state increase investment by 1.5 billion yuan each year for 20 years, with a total investment of 30 billion yuan; at the same time, it will increase investment in aviation engine raw materials, components, manufacturing, and test equipment by 60 billion yuan. The total investment is about 100 billion yuan, and an average of 5 billion yuan is invested each year for 20 years to ensure scientific and technological breakthroughs.

However, as for the prospect of domestically produced engines, Meng Xiangkai, general manager of AVIC General Motors, pointed out that even if the technical level can reach the international level, domestically produced engines still have a long way to go from true commercial success. "The engine is what the user has to say, so in the future, China's engine is likely to face good technology, but the customer is not in an embarrassing situation. This shows that brands, marketing channels and other issues need to be solved. China not only wants to create After the engine is obtained, it must be able to sell to customers, as long as it is approved by the customer, not only domestically-made aircraft will be used in the future, but European and American aircraft manufacturers will also choose the “Chinese heart”.

Domestic brands in the automotive industry have started to move. Industry voice: The goal is to allow the international market to recognize the famous saying in the automotive industry - "The engine has to be the world." More than 50 years of development of the Chinese automobile industry, domestic engine technology research and development has lags behind the national independent brands and A major shortcoming in the wrestle of multinational corporations. However, in recent years, as a rare global auto company with a decent status in the crisis, China's own-brand auto companies are trying to rewrite this situation until they are branded as “autonomous” in the engine.

Car analyst Jia Xinguang believes that in the past few years, with the booming growth of self-owned passenger car brands, the lack of self-owned brand engines has become one of the bottlenecks restricting the development of self-owned brand cars. Whether it has its own independent engine or not, represents whether a company has a long-standing core competitiveness, and the engine's technical level represents the strength of the company's scientific research and development capabilities.

This point has been endorsed by many companies. Jin Yibo, deputy general manager of Chery Automobile Sales Co., Ltd., has a very clear view: "If Chery does not have his own high-end power, he will certainly be subject to product control." He told reporters that the original engine of the Cowin was the Chery engine imported from Brazil by Chery. In order to ensure the quality of Qiyun's after-sales service, Chery has had to purchase a large number of spare parts for storage, taking up valuable funds and increasing costs.

For this, Great Wall Motors feels more profound. Great Wall Motor had been purchasing engines from other companies before 2000. Shang Yugui, head of its propaganda department, frankly stated that he originally purchased the engine from the outside and assumed high logistics costs. Second, and more crucially, the company could not upgrade the engine on its own and could not respond quickly to the market.

In recent years, with the launch of several independently-developed engines in succession, the dawn of the Chinese automakers’ autonomous manufacturing of engines has arrived. The Chinese national auto industry has entered an exciting “heart-making” movement as this sport. The leading figures - Chery, the Great Wall and other auto companies have long been the pioneers of China's own engine research and development.

In order to ensure the high quality and low price of the engine and the sustainable development of manufacturing technology, Chery applies the world's most popular and mature technology to import 9 production lines with the highest international standards from Germany, and nearly 200 CNC machining centers can flexibly produce 18 styles and performances. All different engines. Great Wall entered the automobile field in 2000 to produce pickup trucks. Since then, it has decided to build its own engines. Now the Great Wall has embarked on the same road as gasoline and diesel. In respect of emissions, newly developed engines are all based on meeting the Euro V regulations and standards.

At present, on the hardware, the Chery Engine Research Institute has at least 50 engine benches for the development and testing of various engine data. The Great Wall Motor Power Research Institute now has 400 engineers and 20 engine test benches. Currently, it is investing hundreds of millions more to build a new engine laboratory.

It can be said that Chery and the Great Wall, the first to invest in the "Heart-building" movement, are leading the "national army" such as Geely and Brilliance to compete with foreign auto giants for "air supremacy" on core technology.

Jia Xinguang believes that the goal of self-owned brands is already clear, but compared with foreign engine technologies, the engine level of domestic automobile enterprises has not yet reached the level of international recognition. At present, foreign car companies have begun to focus on direct injection and booster technologies. However, the technical level of the domestic engine still stays on the VVT ​​(Variable Valve Timing Technology) technology.

Mobile phone industry domestic chip manufacturers are looking for breakthroughs from 3G industry Voice: TD will lead the market to reshuffle as the upstream part of the communications industry, chip R & D and production not only for enterprises "point to stone", but also in the electronic information network is increasingly becoming a social Today, the role is also related to the development of the country's economy and security.

At present, international giants such as Infineon and Ericsson have always dominated the core chip of mobile phones. However, domestic mobile phone operators have become increasingly dissatisfied with their role as merely “world manufacturing factories.” Entering the upper reaches of the mobile phone industry chain has become the main theme. These domestic chip makers are trying to find a breakthrough point from 3G to make a breakthrough in the mobile phone industry. Strive to break the global mobile phone industry's ecological balance and re-demarcate the new map.

According to industry analysts, after entering the 3G era, it is not easy to shake up the market position of these giants in the two standard areas of CDMA2000 and WCDMA. However, after TD-SCDMA became the national standard for 3G mobile communications, most foreign manufacturers did not plan to produce TD chips, which also brought opportunities for domestic manufacturers. These include Datang Telecom [16.98-2.97%], Spreadtrum Communications, Shanghai Kaiming, etc. These semiconductor companies have developed TD chips for more than two years. And China Mobile [69.20-2.60%] invested 600 million yuan as a special incentive fund for TD terminals, and also matured TD terminals. Among them, Datang’s Lianxin, T3G and Spreadtrum’s three Chinese chip makers have allocated RMB 290 million for TD chip R&D funds. With the increasing investment, the strength of China's mobile phone chips has further increased.

It is understood that the value of each 3G mobile phone chip is about 25-50 US dollars, accounting for 50% of the cost of mobile phones, and some even as high as 70%, which is the highest profit in the mobile phone industry value chain. According to the survey report, in 2010, the market demand for 3G mobile phone chips in China was as high as 14.5 billion U.S. dollars.

According to telecom experts, TD will inevitably trigger a reshuffle in the Chinese mobile phone chip market, and an international manufacturer’s 3G mobile phone chip battle with domestic manufacturers will be staged. In the initial stage of the 3G market, the market structure in the chip field has not been formed. This brings new opportunities for each semiconductor manufacturer. However, for domestic mobile phone chip manufacturers, there is a general lack of financial and other competitive disadvantages. Domestic mobile phone chip manufacturers can choose to achieve strong alliances and complementary advantages through mergers, reorganizations, etc., and build and strengthen industrial competitiveness.

In 2007, MediaTek officially entered the TD chip R&D for the acquisition of ADI's mobile phone chip division. According to Yu Minghao, vice president of MediaTek Global, the shipment of MediaTek TD chips has exceeded 10 million units, accounting for nearly half of the Chinese mainland market. LG, an international brand manufacturer, and well-known domestic manufacturers such as ZTE, Tianyu Langtong and Yulong Coolpad are all using it.

TV industry TV chips face "thunder and rain", industry voices: The smart era chip is crucial In 2010, China's color TV companies, which have always won by the price, encountered Waterloo in the commercial warfare, and domestic companies once again experienced the pain of lacking the core. In order to increase competitiveness, large-scale production of screens by domestic companies has begun, but the chip market is still unable to do anything.

Since the advent of flat-panel televisions, local home appliance companies have learned that chips are as important as the heart in the process of upgrading from CRT TVs to flat-panel TVs. Therefore, various domestic companies have begun to deploy in the field of chips. Skyworth Semiconductor Design Center, which was invested by Skyworth Group in August last year, officially started construction with a total investment of 910.76 billion yuan. After the successful construction, the design content covers the design and verification of video chips and the research of new materials for LED light sources. Tsinghua Tongfang also hopes to control the initiative of the upstream industry chain. After establishing two major LED industry bases in Beijing and Shenyang, it also built the Nantong LED base. As early as the middle of 2004, TCL began its core-making process. At that time, it established a joint laboratory with the famous US TV chip company GeneSIS. Soon it introduced the so-called first-generation DDHD technology. HD) has now launched the third generation. Four years ago, Hisense successfully developed China's first digital video processing chip "Xinxin" with independent intellectual property rights and industrialization.

A senior industry official who declined to be named pointed out that domestic companies' investment in the chip field is only a little bit louder and louder. Many core-building campaigns are just a promotional selling point, and they have not achieved mass production. The chip strength is very weak. In terms of TCL, TCL is just a stain of GeneSIS. TCL provides more program design. After all, chip R&D needs system manufacturers to cooperate. The related products of Xoceco and Changhong have a similar background and are based on foreign technology. For Hisense R&D's "Confidence", Yu Liangxing, general manager of Beijing Aowei Consulting Marketing Co., Ltd. pointed out that although Hisense has its own upstream chip, only a small part of it is for its own application, the vast majority are still imported, and it is not able to satisfy self-sufficiency. Self-sufficient.

Morningstar Semiconductor in Taiwan is the largest manufacturer of chip shipments, accounting for more than half of the image control chip share. According to a sale from Morningstar, in 2007, the company shipped a total of about 10 million tablets, of which only Hisense purchased 1 million tablets, and more than 60% of the products of TCL, Konka and other companies also used Morningstar chips. The rest of the shares are dominated by three U.S. companies: Taiding, GeneSIS, and Pixelworks. None of the top ten LCD TV chip companies in mainland China comes from mainland China.

Liu Quanen, senior engineer at the Third Institute of China Electronics Technology Group, told reporters that it is difficult to say whether these companies have invested enough funds, but neither the digital television decoding chip nor the image processing chip field saw any large domestic enterprises. As

The reporter learned that chips accounted for only a small part of the cost of color TVs. This is why domestic companies are reluctant to invest too much. If domestic companies enter this field, they will certainly pay a high R&D cost, so it is not as cost-effective as imports.

Yu Liangxing pointed out that the faster the flat-panel TVs are upgraded, the more important the importance of the chips. In the era of smart TVs, the chips determine whether the functions and applications of TVs are strong. If the domestic TV companies do not make breakthroughs in the field of chips, they will never be able to achieve technically. Breakthroughs can only be passively controlled by people.

In the 90s of last century, color TV giant Samsung did not have its own chip R&D technology, but now Samsung has become the world's largest supplier of memory chips. Yu Liangxing also pointed out that domestic enterprises must go through a process from scratch. Domestic companies must develop their own chips to improve the competitiveness of color TV products.

TV companies agree with this view. Skyworth Group spokesperson Li Congxiang pointed out that in fact, domestic color TV companies are afraid of being controlled by others. No matter which company, as long as it is a domestic company that has mastered the chip technology, the national industry will be able to stand on its own feet. .

Liu Quanen said that in the color TV industry, a joint research center was established to reduce development costs and duplication of efforts. Although there are still some difficulties in the industrialization of Chinese chips, the state's regulation and support are expected to break this situation.