Recently, Mr. Song Shiqiang, general manager of Kinghelm Electronics Co., Ltd. and Sako Micro slkor Semiconductor, combined his analysis of the internationalization situation and the industry experience of many years of deep cultivation in the industry, and made a "Glory and Dream, Challenges and Opportunities of China's Semiconductor Industry". Special speech, this article will be published in the form of transcript.
       Mr. Song Shiqiang invested and operated Shenzhen Sakor Microelectronics and Kinghelm Electronics Co., Ltd., which are emerging creative brands in the semiconductor and information industries, and have developed rapidly in recent years.The main product of Jinnaobiao is the Beidou GPS antenna RF connector, and the main business of Sacco Micro slkor semiconductor is silicon carbide SiC power devices.
       In fact, because of the globalization of the industrial chain brought about by globalization, in this world, each country also has its own social division of labor. The Yankees are the main creators and have a very large voice and hegemony.
       It is an export-oriented country such as intelligence, technology, standards, brands, high-end services, and values, such as developed countries such as the United States, the United Kingdom, Israel, and France.They developed early and took the lead in the era of industrial civilization. They have certain distribution rights and influence over resources and interests. They are the distributors of resources and interests, and they are advanced and developed countries.They hold on to the two upturned ends of the smile curve, doing clean work, comfortable work, and a lot more.
       For example, countries in the Middle East sell oil, Russia sells natural gas, Brazil and Australia sell ore, and we joke that Ukraine can also sell grain and export beauty, all belong to this category.According to their own characteristics, they obey the arrangement of Yankees in the global industrial chain and value distribution system, and they live a good life.These countries with little power do dirty and smelly work and sell resources.However, resources are non-renewable, and it will also bring some side effects of environmental pollution, which is more troublesome.
       Such as Japan, China, South Korea, Vietnam, and India, all belong to this category of countries. Japan and South Korea have a high level of development and are at the high end of the value chain.They can produce complex, sophisticated products with high margins and power to speak and influence.Some countries have just started to develop or are developing, and they make hard-earned money by selling cheap labor and sacrificing the environment, such as Vietnam, India, and Thailand.We are also in the middle position in China. The common people have made a little money by selling their labor force. The country has developed through 40 years of reform and opening up. However, problems such as environmental pollution, resource exhaustion, and aging labor force have also emerged, so it must be upgraded.It is the general background of one aspect of the topic we are talking about today. This category belongs to hard work and tiring work!
       By analogy, African friends have been singing, dancing, running and playing ball. Song Shiqiang of my Sakowei slkor is responsible for telling jokes to the bosses in Huaqiangbei to enrich their spiritual life.
       When talking about industrial transfer, I, Sakowei Lao Song, firstly sorted out the transfer of the four economic centers in the modern history of mankind.The first is Amsterdam, the capital of the Netherlands. The modern maritime industry sprouts in the Netherlands, known as the "coachman on the sea".Their metallurgical copper smelting and casting technology is also very good. Amsterdam has become the economic center of the world. I heard that Wei Xiaobao helped Emperor Kangxi buy a red cannon in the Netherlands.Later, due to the collapse of the tulip economic bubble and other reasons, the famous red light district on the streets of Amsterdam is a relic of that time.The second Spain, after Columbus discovered the New World, Spain became the new hegemon by plundering and exploiting the wealth of the colonies by relying on its powerful navy and shipping capabilities.The third is the United Kingdom, marked by the steam engine invented by Watt, the United Kingdom completed the industrial revolution and became the hegemon of modern times.The industrial standards and management culture formulated by the United Kingdom have far-reaching influence in industrial countries; the most recent is the United States. With the gradual accumulation of comprehensive national strength, after the war fortunes in World War II, the United States deserves to become the new big brother.In recent decades, using the powerful army, leading scientific and technological strength, using the oil that controls the lifeblood of the industry, and using the strong liquidity and convertibility of the US dollar, I have used the wool of other countries if I have nothing to do, and now my fat ass is dripping with oil. .
       This is the general context of the modern industrial transfer.From this, we can imagine where the next economic center of the world will be?Is there a high probability that it will be my big China?
       Here we will not discuss the earliest small transfer of industry from Britain to the United States.After World War II, that is, in the 5-10 years after 1945, the United States and Europe transferred part of their industries to Japan and other countries due to the environment, labor costs and industrial upgrading, which directly promoted Japan's post-war economic growth. Take off, there are many large international companies.Later, around 1970, the low-end industries in Japan, Europe and the United States gradually moved to South Korea, Singapore, Hong Kong, Taiwan and other places, which became the "Four Asian Tigers" later.Singapore and Hong Kong have small local populations, advantageous geographical locations, and trade-based trade. South Korea and Taiwan have large populations, but have fewer natural resources and small scales. Top big companies such as TSMC.Around 1980, mainland China began to reform and open up, including the four Asian tigers, including Europe, the United States and Japan, with relatively low technology content, labor-intensive industries, and relatively backward industries that consume more environment and resources. The transfer has also released China's long-suppressed labor productivity, forming China's 40-year high-speed growth, which is the trend and phenomenon of the third industrial transfer.
       Around 2010, China's demographic dividend has gradually disappeared, and the damage to environmental resources has reached a certain level. Some low-end industries and labor-intensive industries have been transferred to Southeast Asia.It is mainly transferred from some small countries such as Vietnam, India, Indonesia, and the Philippines.So what everyone sees is the rapid economic growth of countries such as Vietnam, India, and the Philippines.Then we go to Nike and Adidas stores to buy shoes and clothes, and we can see that many things that were previously made in China have been changed to India and Vietnam. This is actually the result of the current industrial chain transfer.
       Taking Vietnam as an example, 40% of Uniqlo's total production will be transferred to Vietnam; Intel plans to invest US$1 billion in Saigon Hi-Tech Park, where it plans to put 80% of its global chip production capacity here; Samsung Display's total investment in Vietnam has reached 6.5 billion US dollars, and recently announced to invest another 2.5 billion US dollars to build a display panel factory in Bac Ninh Province, Vietnam; Nike, Adi, Olympus, Microsoft, Nokia, Canon, LG, Foxconn, Sony and other multinational giants have already landed.Of course, this is also related to Vietnam's vigorous reform and opening up in recent years, and efforts to improve infrastructure and industrial support.
       The transfer of industries will bring about a series of transfers of talents, capital, technology, management, supply chain and supporting ecological chain.Everyone knows this rule, and we know where we can invest now.The root cause of the trade imbalance between China and the United States is the policy of the transfer of American industries to China.I plan to go to Vietnam to open a Chuanchuanxiang shop. It must be a chain, and it should be able to make money. After our Huaqiangbei bosses and bosses read my article, they immediately organized several investment delegations to Southeast Asia. Yes, one of the proprietresses even brought a gift to thank me.
       China's development has reached a stage where it has grown from a large quantity to a strong quality. It is necessary to upgrade the industrial chain, and at the same time, the low-end parts must be relocated.One is to relocate from the developed coastal areas to the central and western regions, and some directly move to Southeast Asia and Africa.China's industrial chain is the same as that of the United States and the Soviet Union. It is a model of the entire industrial chain.It is not that other countries are just nodes of an industrial chain, or that there is a certain area in a certain place that forms a price or group advantage.The development of China's entire industrial chain is actually a very big threat to the United States, and this transitions to the topic of Chinese chips that we are going to talk about today.
       1) The first question is to talk about the integration of production materials and main components.I think the development of a country, society and industry is inseparable from the integration of factors such as productivity and resources.Including raw material reserves, mining, processing, production system integration, channels and markets.Complete supply chain and quick response, etc.
       2) Are there large numbers of well-trained industrial workers?China is very strong in this regard. There are about 8 million to 900 college graduates in China every year. They have undergone strict and standardized training in schools.Provide Foxconn, Flextronics, etc. with a large number of untrained and polished industrial workers, after Foxconn's strict militarized training, they can process and produce the best products in the world.Some of them will also bring out a good production management model through job-hopping and other overflow methods, which can also force and drive the development and improvement of surrounding supporting suppliers, and gradually promote the development and upgrading of the entire industrial chain.Although India has a large population, the proportion of ordinary people receiving higher education is low. It used to be a big agricultural country with a poor industrial foundation and no large number of industrial workers, so it is not a concern for a short time.Vietnam's population is just over 100 million, and there are not many natural resources, so the threat to China is not too great.
       3) The competition of cost and efficiency is actually the core competition between each country and region, including companies.The higher the efficiency, the lower the cost, and the lower the efficiency, the higher the cost.In recent years, China's labor costs have gradually increased, and this area of competitiveness has weakened, but China is still the strongest in terms of efficiency and industrial ecology!Especially in Shenzhen, I appreciate it very much.Efficiency also includes standardized production, communication, execution, management, the quality of practitioners, the high quality of the supply chain, and rapid cooperation.At present, China is still the best and largest foundry in the world. In terms of many high-end product processing and system integration, it is still difficult to be replaced in a short time.
       In fact, the core competitiveness of a company, in addition to the most important management, products, and business models that can directly generate benefits, is also supported by the upstream supply ecological chain and downstream sales channels.This is a complete and dynamic industrial ecological chain, which directly affects the company's intelligence collection, response speed, quality level, high-quality talents, etc. Any competitive company in the world is an industrial ecological chain realized by management. to support.
       China is currently in the stage of technological catch-up and development. We are learning from and imitating advanced countries. Many companies do technology integration and application, or do some micro-innovation.For example, our large aircraft C919, our automobile industry, Apple and Huawei mobile phones all belong to this category.
       The general background and general trend of international development mentioned above, if we understand these aspects thoroughly, we will know and understand the development path and implementation method of China's semiconductor industry.
       On April 16 this year, the United States banned ZTE from selling chips, software and other electronic products under the pretext that ZTE violated their regulations.Later, after several rounds of negotiation by the government, a fine of US$1 billion and a security deposit of US$400 million were paid, and the management made a major adjustment to the US compliance team and settled in ZTE, which brought ZTE back to life.In any way, it is an insult to our Chinese enterprises.
       On December 1 this year, at the request of the United States, Canada detained Huawei CFO Meng Wanzhou, who was passing through Canada.After much effort, he was released on bail.Then, Huawei's leading 5G communication products in the world were blocked in the United States, the United Kingdom, India, Australia and other countries.So, this is actually the beginning of China and the United States in high-tech.
       The big background is that the game between China and the United States has been in full swing.According to Mr. Song Shiqiang, a famous scholar in Huaqiangbei, the Sino-US relationship is actually the most important bilateral relationship in the world.According to the famous ancient Greek historian Thucydides' "Thucydides Trap", it is said that a new rising power will inevitably challenge the existing power, and the existing power will inevitably respond to this threat, so that war becomes inevitable. .According to Samuel Huntington, the author of "Clash of Civilizations", in the post-Cold War world, the basic source of conflict is no longer ideology, but cultural differences, and the "clash of civilizations" will dominate the world.
       Before that, the United States and its allies had imposed various sanctions and prevention and control measures against China, such as the Section 301 investigation on trade protection and the Wassenaar Agreement on high-end equipment sales.There are also the recent poison pill clauses signed with Mexico, Canada and other countries.In fact, the process of international discourse power, competition for influence and reconstruction of the international political and economic order.So I don't think the trade war will end in a short period of time.According to data from the U.S. Bureau of Economic Analysis and the National Bureau of Statistics, in 2017, the U.S. GDP was $19.39 trillion, and my country’s GDP was $12.25 trillion, making my country 63.2% of the U.S.’s.In 2017, my country's GDP increased by 6.9% over the previous year, compared with 2.3% in the United States, and my country's GDP was three times that of the United States.
       The GDP of a Guangdong province is already similar to that of Russia.China has also proposed Intelligent Manufacturing 2025, which is a layout for the development of the entire industry chain, which has launched an impact on high-end manufacturing and related industry chains in the United States.There is also the "One Belt, One Road" initiative that we propose, which challenges the hegemony of the US dollar and is also the ultimate confrontation.The United States is very worried about the development of China, and it is very difficult to deal with China alone, so they want to mobilize allies to contain China by any means!
       Chips are the food of the modern new information industry, equivalent to steel and oil in the industrial age.We have taken the lead in the world in the value-added services of the information network industry, especially the application scale.The United States has Amazon, we have JD.com and Alibaba; the United States has Google, we have Baidu; the United States has Cisco and Ericsson, we have Huawei and ZTE; the United States has Facebook, we have WeChat.Because of our large population base, the order of magnitude of the market is larger and more promising.In terms of 5G, Huawei has surpassed the world's major technology giants in terms of standard setting, technical talent reserve, and patent pool.So the Americans started to get anxious.
       As can be seen from the above figure, the more emerging products of the information society at the top, the more advanced and larger China is, and even leading the world's advanced level; the more the bottom integrated circuits and related industries such as equipment, the more backward China is The product of long-term precipitation and accumulation in industrial society.In the past, China's agricultural society caught up with the information society at once, so it can be advanced in information, or even lead in part.We have not really been polished by a long-term industrial society, and we have not accumulated material technology experience. Now it is manifested as a shortcoming, and we must work hard!
       We still have shortcomings in the R&D and production of semiconductor materials, equipment, and chips, and we are also stuck in the neck of Europe and the United States.There are INTEL, TI, and qualcomm in the United States. We have not had a company in the top ten, and we have no products that can compete with them.
       Which market segments can components China seize first?The biggest share is definitely the memory.A single type of product accounts for more than 100 billion US dollars, accounting for 30% of global semiconductors.Micron in the United States, Samsung in South Korea, Hynix in Hynix, and Toshiba in Japan are the first group.At present, domestic enterprises represented by Wuhan Changjiang Storage, Fujian Jinhua Integration, and Hefei Changxin Integration are working hard to develop memory products to achieve R&D, production, and mass production, with the goal of eventually occupying a certain global market share.so.It is inevitable that the Yankees will do whatever they can to impose sanctions.The U.S. Department of Commerce announced on its official website that from October 30, 2018, Fujian Jinhua, which has an investment of up to 5.6 billion US dollars, will be banned from sales.In January 2019, Taiwan's UMC was forced to announce the withdrawal of more than 140 engineers who cooperated with Jinhua to develop DRAM.The purpose is to stifle China's semiconductor industry in the cradle.
       Our slkor semiconductor is actively engaged in the "domestic substitution" of electronic components. The main products are currently in power devices. Our corporate vision is to become a "leader of domestic semiconductor companies".slkor's power management ICs are benchmarked to replace TI Texas Instruments, ON Semiconductor, ST STMicroelectronics, IR, MPS, Atmel, AMS and other brands.I will divide this question into two parts: the main companies in China's semiconductor industry chain and the data indicators of our country.
       Materials are the foundation of the semiconductor industry.Everyone said that the pain of China's lack of cores is mainly in materials.Large-scale high-purity silicon wafers are key materials in the field of integrated circuit manufacturing. At present, both the central and local governments are vigorously supporting and developing this major shortcoming in the industrial chain.
       At present, mainland semiconductor silicon wafer suppliers mainly produce silicon wafers of 6 inches and below, and only two or three have the production capacity of 8-inch silicon wafers.In May 2018, Shanghai Xinsheng announced that the 12-inch large silicon wafers it developed have achieved mass production and sales. Shanghai Huali Microelectronics has purchased small batches and has also passed the certification of SMIC.The current monthly production capacity is 100,000 pieces, and it is expected to achieve a monthly production capacity of 200,000 pieces in 2019 and 300,000 pieces by the end of 2020.
       I want to talk more about silicon carbide SiC here, because our Sakor Microelectronics slkor company did this in the earliest South Korea. Shenzhen Sakor Micro Semiconductor Co., Ltd., with the technical backbone from Tsinghua University and Yonsei University in South Korea, uses new materials, new processes and new products. Lead the company's development and master the world's leading third-generation semiconductor silicon carbide power device technology.Sacco products include three series of integrated circuits, including diode transistors, power devices, and power management chips.Silicon carbide is the most mature wide-bandgap third-generation semiconductor material, and plays an important role in smart grids, electric vehicles, rail transit, new energy grid-connected, industrial motors, and household appliances.The world's leading CREE and ROHM have begun to deploy the market. This is an opportunity for my country to industrially upgrade the curve to overtake. On November 13, 2018, the Tianyue silicon carbide material project started construction.This is the largest wide-bandgap semiconductor silicon carbide material project and complete process production line in China.The project is constructed in two phases: the first phase mainly produces silicon carbide substrates, with an estimated annual output value of 1.3 billion yuan; the second phase mainly produces power devices, with an estimated annual output value of 5 billion to 6 billion yuan.Others include Dongguan Tianyu and Xiamen Hantiancheng, which are also developing well in this area.
       We are also gradually improving in the field of semiconductor peripheral materials. Mr. Lei Zhen, CEO of Zhuhai Najin Technology, told us that the nano-silver wire transparent conductive material developed and produced by them for flexible touch is matched with OLED flexible display, and the core technology has independent knowledge Property rights, have a leading advantage in domestic and foreign counterparts, and customers have responded well in practical applications.
       The current development of Yiqijuechen design company in China is Huawei HiSilicon. Their Kirin chips for mobile phones are in an international leading position, and HiSilicon series chips for security products are doing very well.Listed companies are: Zhaoyi Innovation, their main products are MCU series; Weil Semiconductor, their main products are tvs, esd tubes.Others include Guoke Micro, Shengbang Micro, Ziguang Zhanrui, Huiding Technology and so on.
       Although there is no fabless company in China that can rank among the top 10 in the world, it is developing rapidly.Encouraged by these companies and the temptation of the large domestic market, the others are closely followed by nearly 1,800 newly established semiconductor design companies in China. A large number of excellent semiconductor design companies.
       It is worth talking about the domestic wafer processing plant.In this respect, he is a leader in Taiwan's electronics industry and has the relationship with the famous Dr. Zhang Rujing. He started early and took a quick step. Despite all the hardships and hardships, this area is still developing well.Now both SMIC and Hua Hong Grace are in the top ten in the world.Outside of Shanghai, Nanjing, Chengdu, Hefei, Xi'an, and Quanzhou are all building industrial bases with integrated circuits as the leader, and well-known foreign companies are gathering to invest and build factories in China. This part of China will get better and better.
       On May 2, 2018, TSMC's Nanjing 12-inch fab realized the first batch of 16-nanometer wafers to be mass-produced and shipped in the near future.TSMC's Nanjing plant is currently the most advanced wafer foundry in mainland China, with a planned monthly production capacity of 20,000 pieces, but it is estimated that it has room to expand to 60,000 pieces per month.The rapid construction and mass production of TSMC's Nanjing plant has undoubtedly brought great competitive pressure to the Foundry plant in mainland China.It also brings learning opportunities. I hope that the local Foundry factories in mainland China can mass-produce 14nm as soon as possible and increase the yield rate.
       Having these processing plants in China can also support the development of upstream febless companies.Dr. Zhang Jie of Shanghai Luxin Electronics Co., Ltd. said that in the process of returning to China to develop and produce igbt, he has made a lot of adjustments and running-in with the downstream fabs in terms of process and other aspects, because the equipment and processes of each fab are , The habits of engineers will be different.Dealing with first-class Foundry factories, in turn, trains the capabilities of design companies.
       Compared with the previous materials, integrated circuit design, wafer processing, etc., the technical content of packaging and testing is relatively low, so it is also developing the fastest in China.The domestic number one Changdian Technology has entered the top three in the world, Tongfu Microelectronics and Tianshui Huatian have entered the top ten, and they have maintained a strong growth momentum.
       In the Yangtze River Delta and the Pearl River Delta, there are still a lot of small packaging and testing factories. I don’t know when some big companies will emerge.
       Mr. Song Shiqiang is a private economic researcher of the Economic Development Center of the State Council, a member of the Electronic Information Expert Database of the China Association for Science and Technology, and a Huaqiangbei Business Research Expert.Song Shiqiang used to be the CEO of an international real estate listed company, and now he invests and operates Shenzhen Sake Micro Semiconductor Co., Ltd. and Shenzhen Jinhangbiao Electronics Co., Ltd., and builds the "SLKOR" and "Kinghelm" brands of Sakko Microelectronics.Both Sac Micro and Jinhangbiao are state-level high-tech enterprises, and they have obtained dozens of invention patents and software copyrights for their originality.Sac Micro is currently one of the rapidly and steadily developing semiconductor companies in China, and the company's vision is to become a "leader of domestic semiconductor companies".
       Mr. Song Shiqiang invested and operated Shenzhen Sako Micro slkor Semiconductor and Kinghelm Electronics Co., Ltd., which are new brands in the semiconductor and information industries, and have developed rapidly in recent years.Jinhangbiao Sac Micro is a technology-driven company. Sac Micro utilizes the basic universal technology of power devices that it has mastered and the supply chain resources accumulated in the process of "domestic substitution" to develop and produce new products for Customer service, new products are accepted and recognized by the majority of engineers.Sako Micro slkor is striving to catch up with European and American advanced companies in the "domestic substitution", and make up for the important shortcomings in the domestic power semiconductor industry chain.The R&D technical backbone of Sakor slkor semiconductor comes from Tsinghua University and Yonsei University in South Korea. Combined with senior semiconductor talents from overseas returnees, they have mastered the world's leading third-generation semiconductor silicon carbide power device technology, and the fifth-generation ultra-fast recovery power diode has also begun mass production. The main products are diode triode, power device mos tube, power management chip integrated circuit three series."Golden Beacon, Connect to Beidou", Kinghelm of Golden Beacon has grown with the development of Beidou system BDS and applications. Starting from supplying Beidou GPS dual-mode antennas, IPEX terminals and RF adapter cables for "two passengers and one danger" depots, the product range has developed to WiFi, Bluetooth, NB-IoT, LORA, Zigbee, UWB, GSM antenna series, kinghelm gold beacon RFID tag, RF patch cord, national military standard RF connector, microwave antenna, vehicle-grade SMA, SMB, FAKRA RF socket , coaxial cable and other products.
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