Xu Tian Sun SMIC: Mobile phones on the quality of the semiconductor is getting higher and higher

SMIC Xu Tianshen, senior vice president of the global market

Sina Finance News '2017 China High-tech Forum' was held in Shenzhen Convention and Exhibition Center from November 16 to November 18, and Xu Tianshen, senior vice president of global market of SMIC attended and gave a speech.

Its representation from the semiconductor industry can be seen in the future several major directions: First, the smart phone, although the phone is basically already a very mature market, but because of our technical requirements or continuously improve, for example, the future of 5G, Including MBIOT, etc., or image processing requirements, whether in the lens or in the display, for example, from the past to unlock the password to unlock the current development of the human face to unlock, all this is actually represented in the phone inside the semiconductor Technology is getting higher and higher.Second, IOT, third, automobile and industry.

The following is a speech record:

Xu Tian-sun: Good afternoon everyone, is honored to have the opportunity to return to the fair, in particular, more honored to serve as a forum for today as a speaker, because usually the last topic is the most unobtrusive, but it is the most important part.

When we talk about high technology No matter where you are or where your application is, you have no way to leave the semiconductor, let us think about the development of semiconductors in China, from the first 70 years ago in the United States After being invented, it was not until the late 1970s that semiconductors slowly spread throughout China until the late 1990s and 2000 that some world-class semiconductors and high-tech companies were gradually established in China, International is one of them, we were founded in 2000. From our founding to today, in the past 17 years, we have seen two major changes in the semiconductor industry as a whole: in the world, in the world and in China: This industry was only 220 billion U.S. dollars worth of gold industry since 2000, and today it can reach 400 billion U.S. dollars. 2. China's share in the world has only been a small percentage of 7% from the past and today it has become the first in the world Large semiconductor countries, accounting for 45% of the world, and semiconductors are also China's largest import commodities, I believe you may have heard of some, our country spent semiconductors every year The cost of imported products is even greater than the amount of oil we import.

If we look at the population growth in the past 30 years, the population growth of China in the past 30 years is more than 32%. In the five largest economies in the world, the only country that exceeds this figure is the United States alone. If we look at economic growth From the perspective of the United States, its GDP growth has quadrupled in the past 30 years and our GDP growth in China has exceeded 36 times, so you can see that our economic growth over the past 30 years has been the fastest in human history. We can see that today in many different fields, we have ranked among the best in the world in the field of electronic products and semiconductors as the core technologies, including automobiles, smartphones, computers, tablets, TVs and so on.

In fact, in terms of production, because we already have a huge market, many OEMs have their production bases in China. Made in China has become synonymous with global changes. 90% of personal computers and displays are made in China, Seventy-five percent of smartphones and tablets are made in China, with more than half of the TVs being made in China and China has grown to a veritable high-tech world factory for the past two decades.A few guests said before that China's production Is an order of magnitude to win. With the rise of our local brands, we can see that they need to compete in the global market. Therefore, their quality requirements for products are getting higher and higher. Nowadays, the production in China is actually slow Growing out of the past is just a cheap labor but poor quality stage, we have now slowly entered a good quality, the cost can still be within the control of the production environment, but the challenges we face in the future is still very large of.

According to the survey, manufacturing costs in China have been quietly increasing, including manpower, land, logistics, utilities, basically their cost has surpassed that of the United States, so on average we are on the cost side and There is not a very significant advantage.And this advantage is slowly disappearing, this is a huge challenge for the traditional industries, how do we overcome this challenge? We just noticed Wang, Tsinghua University, he mentioned a smile curve, smile In the curve, we find that the actual value of production is not the highest in the final value of the entire product. Therefore, if we do manufacturing, we must break this box to improve our research and development ability, improve our learning ability and improve our technical capabilities. Instead of making our products a B2O product, we have our own R & D products that have our added value. Let me share with you how we can see the future from our semiconductor industry. We think their development Is to have high growth areas.

First, smart phones. You may think of smartphones for many years. Over the past ten years we have always said that if you want to do high-tech products are inseparable from the phone, although the phone is basically already a very mature market , But as we continue to upgrade the technical requirements, such as the future 5G, including MBIOT, etc., or image processing requirements, whether in the lens or display, for example, from the previous password to unlock the fingerprint The current development of the face to unlock, all in fact represent the semiconductor technology inside the cell phone is more and more improved.

Second, IOT, many speakers before me today talked about a lot of things about the IOT. I will not elaborate on this issue here. Some examples will be available later.

Thirdly, in the automobile and industrial sectors, some colleagues have just mentioned that the car industry is rapidly developing. The driverless driving in the next five ranks will drive a lot of demands on the semiconductor industry. Of course, in the end, if we do not have the technology, we just said Everything is not important, because there is no way to achieve, including cloud computing, big data, artificial intelligence, etc., we recently hear the artificial intelligence is basically hidden in each application which mentioned IoT everyone Are very familiar with, we went out to see a lot of small yellow car, a small red car, basically a good presentation of the Internet of things, when it comes to the Internet of things the most important thing I personally think is actually a business model, business model Different applications require different business models, but if we disassemble the technology, we find that all things have a similar place, that is, they need some degree of intelligence, that is, MCUs, APs, and need more external connections , WIFI, also need sensors, able to contact with the outside.

Automotive just mentioned driverless, many are many new applications, including a lot of semiconductor technology, we SMIC has a technology platform to provide a complete solution based on new technologies, which in the new technology, which Material, architecture requirements are very high, whether we are vertical or horizontal development, we SMIC are firmly using two legs development, while the development of advanced technology and simultaneous development of special technology.

There is only one earth, and we all do not want to destroy it. We must protect it. Before we mentioned environmental protection, in fact, the issue of environmental protection is not a topic that politicians come up with. In fact, when China, the United States and Europe are together, We are responsible for 50% of the world's emissions. In fact, the Chinese government has always spared no efforts in environmental protection. In the past, from 2011 to 2015, we achieved the premise of economic development and reduced pollution emissions. In the next three years, by 2020, our goal is it should be reduced to 40%, while, in order to protect the ecological environment, the forest will increase by 40 ten million hectares of land for environmental protection is, what economic benefits? economic environment itself it is a big water, the whole year is estimated Environmental protection industry will reach 6 trillion yuan in the next six years, the figure will be doubled by 2022, that is 12 trillion yuan, this figure is very large, what China is doing. The world's largest Solar energy (6.350, -0.31, -4.65%) equipment, in fact, is in Anhui Province of China, it can provide 15,000 homes a year of electricity, and we have just mentioned EV and HEV, charge pile present, China has more than 140,000, this number is integrated throughout the United States and Europe together, but we are still continuing to grow rapidly, all this is tremendous for our high-tech industry Business.

We SMIC is headquartered in Shanghai, we in Shanghai, Beijing, Shenzhen, Tianjin, have our factory, we have more than 60 platforms, over 7100 patents, we will continue to invest for the high-tech efforts to provide for you , No matter which area you are in, which application provides your solution as a base platform, thank you all.

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