Since 2011, the chip industry has regained its head. After the production capacity is tight, most of the foundries have ensured large orders from international chip makers. Even if Chinese domestic design companies increase the price by 10% to 30%, they will find it difficult to obtain sufficient production capacity, which will greatly restrict the development of the industry. .
Sun Jiaxing, director of the Integrated Circuit Division of the Ministry of Industry and Information Technology Integrated Circuit Promotion Center, revealed that when the industrial situation in the first half of this year was relatively good, the center had joined hands with industry associations to compete for production capacity for local chip design companies, but the manufacturer did not give too much concession. Prior to this, many local design companies were able to obtain production capacity in the core, but after the TI acquisition, due to TI's business model is not on the external single, the most advanced technology will not be placed in the core, many local design companies have to return The embarrassing situation of going overseas to seek capacity from foreign-funded factories.
China's chip industry started in the 1950s and has since been plagued by various twists and turns. It has gradually opened up the gaps internationally. Although it has been catching up since the 1990s, it has been driven by fragmented financial support and lack of leading companies. Its overall strength is still lagging behind the U.S. generation (2 years) or even more. The advantages of the policy and the bright future of the industry are equivalent to a shortcut to increase GDP with high-tech industries in the eyes of local governments. A crazy tournament kicked off. Together with the high-tech industries represented by electronic information, new materials, and biomedicine, the chip quickly set off the third wave of repeated construction in China following color TV sets, refrigerators, and automobiles.
Although a large number of packaging and testing plants have been built around the country, they are at the low end of the industry chain. High-end chip design and chip production are still the biggest short boards in the Chinese chip industry. According to industry sources, in foreign countries, the proportion of chip design, chip production, and packaging and testing companies is generally 3:3:4, but in China, up to now, it can only reach 2:3:5.
In the field of design, China has been lagging far behind, and in the manufacturing process, the industry interest division of the chip industry has also been basically completed: Intel, TI and other IDM (integrated component manufacturing) manufacturers are self-sufficient in design, manufacturing, and packaging testing. Overdue demand will overflow some of the business to other foundries; DRAM has been a basic monopoly of Japanese and Korean companies, and often through the adjustment of supply and demand to manipulate market prices, suppress competitors; and in the field of chip foundry, TSMC and UMC also occupy the absolute In most markets, there is little room for other companies.
This is destined to China's growth in the chip industry will need to undergo a brutal fight. An industry source said that until now, high hopes Hua Hong NEC, SMIC and other "premier domestic business representatives, have not yet found a real breakthrough, still suffer Market leader pressure.
At the time of fierce investment, Chengdu’s investment has been relatively stable. Local industrial development has not violated the principle of comparative advantage. No matter whether it is talents, water, electricity, gas, or transportation, it is enough to support the “chip-based marketâ€. Development strategies, even if they encounter many changes, can still seek the takeover of other manufacturers.
However, in some cities, where talents, industry support, and other basics are not available, they have already decided to "get ready and do it quickly." Chip makers use the enthusiasm of the government to attract new and high-tech projects and pass on the business risks to the government. There are many cases in which people immediately go to the empty building when their interest or experience market setbacks.
A chip industry source said that this is most obvious in the field of chip design where the funding threshold is relatively small. At that time, many companies were "a group of returnees, or with the help of the government, to invest in investing in the construction of buildings at low prices. A few years later, after the money is burned out and sold directly to buildings, there is still a lot of money for investors to recover the cost, and many local officials have also been promoted to leave. The team also relied on "experience can be refinanced or job-hopping, so "All are happy.
“The current chip industry policy is actually very ambiguous. An industry expert said that in the chip field, the competent authority has no prior powers of approval and is in control. After the lack of support measures, it is impossible to reduce the share. “The role is only to be represented at the start of work. Cut a color.
At present, most of the chip policies and support that have been issued are "GSP. Although it is conducive to fostering the entire industry, at the current stage, cultivating leading enterprises still lacks effective support. For example, chip manufacturing requires a multi-billion yuan investment in a production line. If the government subsidizes tens of millions of people, it may seem like a lot, but it is entirely a glass of water.
As far as the current situation of the Chinese chip industry is relatively weak, it is difficult to face up against foreign companies and the pressure on the manufacturing sector is particularly great. However, in the chip design process, because there are many fields, complex technologies, and many companies with potential, they are the first to occupy the frontier of technology. In the future, the possibility of looking for opportunities to surpass the industry is greater than other links in the industrial chain.
Sun Jiaxing, director of the Integrated Circuit Division of the Ministry of Industry and Information Technology Integrated Circuit Promotion Center, revealed that when the industrial situation in the first half of this year was relatively good, the center had joined hands with industry associations to compete for production capacity for local chip design companies, but the manufacturer did not give too much concession. Prior to this, many local design companies were able to obtain production capacity in the core, but after the TI acquisition, due to TI's business model is not on the external single, the most advanced technology will not be placed in the core, many local design companies have to return The embarrassing situation of going overseas to seek capacity from foreign-funded factories.
China's chip industry started in the 1950s and has since been plagued by various twists and turns. It has gradually opened up the gaps internationally. Although it has been catching up since the 1990s, it has been driven by fragmented financial support and lack of leading companies. Its overall strength is still lagging behind the U.S. generation (2 years) or even more. The advantages of the policy and the bright future of the industry are equivalent to a shortcut to increase GDP with high-tech industries in the eyes of local governments. A crazy tournament kicked off. Together with the high-tech industries represented by electronic information, new materials, and biomedicine, the chip quickly set off the third wave of repeated construction in China following color TV sets, refrigerators, and automobiles.
Although a large number of packaging and testing plants have been built around the country, they are at the low end of the industry chain. High-end chip design and chip production are still the biggest short boards in the Chinese chip industry. According to industry sources, in foreign countries, the proportion of chip design, chip production, and packaging and testing companies is generally 3:3:4, but in China, up to now, it can only reach 2:3:5.
In the field of design, China has been lagging far behind, and in the manufacturing process, the industry interest division of the chip industry has also been basically completed: Intel, TI and other IDM (integrated component manufacturing) manufacturers are self-sufficient in design, manufacturing, and packaging testing. Overdue demand will overflow some of the business to other foundries; DRAM has been a basic monopoly of Japanese and Korean companies, and often through the adjustment of supply and demand to manipulate market prices, suppress competitors; and in the field of chip foundry, TSMC and UMC also occupy the absolute In most markets, there is little room for other companies.
This is destined to China's growth in the chip industry will need to undergo a brutal fight. An industry source said that until now, high hopes Hua Hong NEC, SMIC and other "premier domestic business representatives, have not yet found a real breakthrough, still suffer Market leader pressure.
At the time of fierce investment, Chengdu’s investment has been relatively stable. Local industrial development has not violated the principle of comparative advantage. No matter whether it is talents, water, electricity, gas, or transportation, it is enough to support the “chip-based marketâ€. Development strategies, even if they encounter many changes, can still seek the takeover of other manufacturers.
However, in some cities, where talents, industry support, and other basics are not available, they have already decided to "get ready and do it quickly." Chip makers use the enthusiasm of the government to attract new and high-tech projects and pass on the business risks to the government. There are many cases in which people immediately go to the empty building when their interest or experience market setbacks.
A chip industry source said that this is most obvious in the field of chip design where the funding threshold is relatively small. At that time, many companies were "a group of returnees, or with the help of the government, to invest in investing in the construction of buildings at low prices. A few years later, after the money is burned out and sold directly to buildings, there is still a lot of money for investors to recover the cost, and many local officials have also been promoted to leave. The team also relied on "experience can be refinanced or job-hopping, so "All are happy.
“The current chip industry policy is actually very ambiguous. An industry expert said that in the chip field, the competent authority has no prior powers of approval and is in control. After the lack of support measures, it is impossible to reduce the share. “The role is only to be represented at the start of work. Cut a color.
At present, most of the chip policies and support that have been issued are "GSP. Although it is conducive to fostering the entire industry, at the current stage, cultivating leading enterprises still lacks effective support. For example, chip manufacturing requires a multi-billion yuan investment in a production line. If the government subsidizes tens of millions of people, it may seem like a lot, but it is entirely a glass of water.
As far as the current situation of the Chinese chip industry is relatively weak, it is difficult to face up against foreign companies and the pressure on the manufacturing sector is particularly great. However, in the chip design process, because there are many fields, complex technologies, and many companies with potential, they are the first to occupy the frontier of technology. In the future, the possibility of looking for opportunities to surpass the industry is greater than other links in the industrial chain.
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