Since 2014, the state attaches great importance to the development of IC industry, set up the integrated circuit big fund that has 120 billion yuan, and in Beijing, Shanghai and nanjing and other cities set up at least five led by government investment vehicle, total about $32 billion to build ecological system in the domestic leading enterprise chip. But in the concrete implementation process, support domestic enterprises, or in the imported technology and overseas mergers and acquisitions, there are often lack of macroscopic planning, to independent technical support is insufficient, repeat the introduction of overseas elimination capacity, even into a foreign agent.
Four concerns the development of IC industry in our country
Do not take on certain areas
IC industry chain is very long, from the electronic production of silicon, wafers, production equipment, to chip design, foundry, testing, and many other links. At present domestic heavy chip design exists in the investment, foundry, sealing, but the support to chip production equipment manufacturers weaker. And just chip production equipment is one of China's weak link, chip production equipment is the most important in lithography and etching machine. The latter in China's development is very good, with companies such as Shanghai north semiconductors and microelectronics in etching machine production in the international advanced level, such as the north microelectronics etching mechanism for the generation of 28 nm chip, has gained ground smic's orders, Shanghai semiconductor etching function is used in the production of the 14/16 nm chip, South Korea, Taiwan, Singapore had order Shanghai semiconductor devices.
But in terms of lithography, Chinese enterprises is force the incompetent. Chinese lithography machine manufacturers have microelectronics equipment co., LTD., Shanghai research institute of China electronics technology group co., LTD. Commencing, hefei core semiconductor co., LTD., the first to recognize teng photoelectric technology co., LTD., wuxi film speed semiconductor technology co., LTD., the best Shanghai microelectronics equipment technology co., LTD. Has production performance of the best in the lithography is 90 nm lithography. Far from the product relative to the ASML. But under the condition of the technology gap as gap, countries are not like the purple light input funds, support the lithography of local enterprises, the future of red industry chain is likely to be subject to foreign manufacturers in lithography machine.
In addition, all get through, even if the hardware industry chain software still missing a tragedy. And also really exist in today's China software applications is strong, but weak foundation software.
Basic software includes operating system, database, middleware, etc. Basic software and hardware in general is a weak link, the weakest link is the API, the whole system performance bottleneck is the API related software not, China in API based software aspects, such as no accumulation, API gap gap is much larger than the CPU. Chinese writing Java programmers have millions of people, writing JavaScript programmers have millions of people, write QT also many, but the Java virtual machine, the JavaScript engine, QT libraries but not many people do.
Based software to do if you don't, can't get through barriers between hardware and application layer, basic hardware and software and the application layer cannot be docking. The basis of software and hardware independent intellectual property rights is hard to survive in the market.
Four concerns the development of IC industry in our country
Repeat the introduction of backward technology
In the process of technology transfer, local governments often excesses of existence, the problem of blind introduction of overseas elimination technology, the technology import project is not only expensive, but don't have market competitiveness, and finally is likely to become vanity projects, live from hand to mouth on the blood transfusion. Umc and the xiamen municipal government in 2014, Taiwan's agreement, build a fabs in xiamen city, the whole project with a total investment of $6.2 billion, including umc capital contribution of $1.35 billion. But agreement zhonglian electric transfer only smic in 2012 have started mass production, 2013 40 nm process (chip to process to divide the manufacturing technology of algebra, 45/40 nm is generation, 32/28 nm is generation, 22/20 nm is generation, 14/16 nm is generation. Use the more advanced process can be in the same size on the silicon integration more transistors; in the case of chip transistor integration rather, use the more advanced process, the smaller chip area and power consumption, lower cost). Wider 40/45 nm chips until 2016 and put into production. In 2015, smic and China LiWei 28 nm chip has mass production; By 2016, 14/16 nm process must become mainstream, mainstream process 3 generation of backward technology does not have market competitiveness.
Xiamen municipal government and umc's agreement with vivid realistic interpretation of what is "N - 3" generation of technology gap. The local government officials grandiose projects and too show dripping wet is delicate. Without the correct achievements view, under the guidance of the advanced technology, but costly repeated examples of imported elimination capacity.
Four concerns the development of IC industry in our country
The independent technical support
Some domestic experts and bureaucrats of autonomous technology as YangJiShu concept is deeply ingrained in your mind, and therefore independent controllable indigenous technology often unpopular, while abroad/overseas "YangJiShu" has been sought after. From a practical point of view, the state of autonomous technology support is still very weak, walk independently controllable technical route of the godson over 15 years in countries with a total of capital of 700 million yuan; In 2013, the Shanghai municipal government and VIA joint venture of the core not only won 1.2 billion yuan in the state-owned assets supervision and administration commission of Shanghai, also undertake special nuclear kogi 1, access to capital 7 billion yuan; Established in 2014, IBM and cooperation of jiangsu macro core is not less than 2 billion yuan of funds. Wider IBM, VIA need is find a legal agent in mainland China, and there is no real teaching technology, macro core CP1 is IBMPower8 waistcoat; Signs in the core of ZX - A not only performance is very weak, or VIANona ma3 jia3, and in 2014 broke the back door. In the face of the above situation, the godson hu an interview with the author said "in fact this is not a bad thing, forced the godson can only seek survival and development in the market, forcing the godson to customer service, the market-oriented road, rather than service leadership, and leadership, it is also a good thing. Like the '60 s the Soviet withdrawal of experts, pushed the Chinese on their own to get the hydrogen bombs out."
Four concerns the development of IC industry in our country
The acquisition of foreign enterprise easy to evolution for foreign agent
Integrated circuit industry chain to buy high quality enterprise completion mainland short board is the development of effective strategies, but in the concrete operation will be affected by any carelessness into a foreign agent, and even lost a lady. After the snowden events, companies such as H3C greatly influenced performance in China, its competitors, such as huawei, red-giant company performance is rising - in 2014, huawei's enterprise business income reached 13 billion yuan, increased by more than 40%; Red-giant revenue growth of more than 20%. In May 2015, the purple light $2.5 billion acquisition of both for a 51% stake in the company, in dealing with the foreign investment enterprises to complete both domestic holding enterprise identity change, originally by huawei and red-giant H3C to flight, in the domestic market is a trouble-free, H3C business grew by 60% in the third quarter, to some extent, the saved H3C purple light.
As if the buy-out H3C is controlled, and a certain positive meaning, the acquisition of western digital is not on how much support the local industry. In October 2015, the purple light spent $3.8 billion acquisition of data for a 15% stake in the west and get a seat on the board, and then by western digital, around the United States government regulation, $19 billion deal to buy sandisk. But buying west number specified in the agreement the seat director in business or technology, or the United States government decided to walk out and shall not participate in any sensitive decisions involved must be, and locked-in period for five years. In this way, will not be able to transfer the technology to domestic, huge amounts of money injected fresh blood to the foreign companies.
