A brief perspective of the hottest semiconductor i

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A brief perspective of China's semiconductor industry

if the advertisement sponsor "knows or should know" that the advertisement is false, he is still recommending and proving goods and services in the advertisement. After more than 20 years of hard work, China has finally "fortunately" become the world's largest manufacturing base of consumer goods, and is proud of "the world factory" to a certain extent. Now that we have reached the peak of the manufacturing stage, we should consider the next transformation; Moreover, after a series of subversive threats of international intellectual property rights to the domestic processing and manufacturing industry, as well as the recent impact of the new labor law, currency exchange rate fluctuations, and the intensification of competition in domestic and international labor-intensive industries, both Chinese enterprises, large and small, and the Chinese government have personally experienced the danger of the lack of independent intellectual property rights/core technology: manufacturing plants that seem to be prosperous are really "dangerous", In an instant, there is a danger of collapse

the semiconductor industry is the core of the manufacturing industry. In today's surging digital wave, all kinds of gadgets around us rely on the update of IC technology and change with each passing day, so the international competition at all levels of the semiconductor industry chain is particularly delicate

1. Is the consumer market "technology drives consumption" or "demand leads technology"? The problem of laying chickens and laying eggs is actually very simple: the ultimate destination of all R & D and manufacturing is as individual consumers

if the per capita consumption capacity is ignored, China is undoubtedly the world's absolutely leading consumer market, with nearly 1.5 billion individual consumption power. Nokia defeated Motorola in one fell swoop by virtue of its advantages in low-end product lines and became the world's largest market leader that is difficult to surpass. Its successful experience is worthy of serious study by any manufacturer who disdains low-cost products; The relative example is that the amazing unlicensed sales quickly achieved the brilliance of MTK. According to historical experience, the technology applied to low-end products is often only aimed at the improvement of existing scientific and technological achievements. China's semiconductor innovation may start from this aspect

2008 is a year of wireless communication/interconnection. Intel has released mature mobile processing cpu:atom, and desktop/notebook computers are facing a comprehensive upgrade, as well as a variety of supporting electronic products, including high-definition flat-panel TVs and automotive electronic products represented by GPS; Based on the general enthusiasm of Chinese consumers for new communication products over the years, products with real cross generational significance (such as mid) will quickly be recognized and popularized in the Chinese market; The high-speed optical fiber interconnection network under construction in all parts of China is not only the upgrading of network equipment, but also the interconnection network extended to rural areas of China will rapidly raise computer applications to a new level and comprehensively stimulate the electronic consumption demand of the whole society

therefore, after the downturn in 2007, the semiconductor industry in China and the world will gradually usher in a new consumption boom, and its center is still the Chinese market

As we all know, this is the weakest link in China's semiconductor industry chain. The reason is very complex and simple: in short, China is still in the current development stage of any decline in the cost of specific calendar pair analysis (including the required reagent cost), instruments and trainees. It is impossible to predict whether it can go upstream to earn more rich and healthy profits in the future

in terms of complexity, there are mainly the following factors:

(1) talents. There are many talents who understand design and R & D in China, but few are really qualified. Few people have rich experience and can lead the team to complete the development of core projects, and rare people have the spirit of innovation, can adhere to it for a long time, and are the first to create unique technologies in the world. There is a famous doggerel in Beijing: first-class undergraduates graduate and go abroad, and second-class students enter (2) although the corrosion resistance of glass tubes is good, foreign enterprises, third-class students study for masters and doctors. Everything should be done by specific people. If the talented students trained by the state are not interested in China's R & D and design, and they are thinking about going abroad and entering foreign enterprises, how can we talk about the long-term accumulation of independent intellectual property rights? Therefore, we can only rely on the introduction of foreign mature technology all the time, and often "accidentally" make the domestic scientific research accumulation that has just started or has reached a certain stage die halfway. So the question now is: Why are talented students most interested in going abroad and foreign enterprises

(2) enterprise

there has always been a view that the lack of independent intellectual property research and development of Chinese enterprises is "despicable", but the only purpose of enterprises, especially listed enterprises, is to obtain as much profit as possible. China's strong consumption capacity and huge low-end market demand make enterprises only need to study how to save costs and minimize the price of finished products, and quality is secondary, What's more, why invest a lot of money in scientific and technological research and development that can't see the dawn? Only when the product price of international famous brands is almost the same as that of domestic brands with the same specification, the latter with poor quality and low technical content will feel panic and face elimination in a very short time. There have been quite a few examples. However, new technology products from abroad are always emerging in endlessly, so domestic manufacturers have always been able to follow the new international trend, enter new product fields, and constantly reduce prices, and then be eliminated... This is the cycle of Chinese electronic enterprises

(3) government. Both the central and local governments have used tax revenue for education and scientific research investment, because this will lead to benign long-term industrial development - and more generous taxes. At present, the Chinese government has attached great importance to the design and development of semiconductors, but it still lacks sufficient long-term plans for the specific implementation, and there is a gap in the connection between scientific research and large-scale production; Although GDP has been gradually diluted as a single assessment indicator of local political performance, generally speaking, local governments still welcome projects that can quickly bring large-scale capital investment and short-term benefits

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