'Investment' San'an Optoelectronics signed a 33.3 billion investment agreement with Quanzhou and Nanan, Fujian Province

1. San'an Optoelectronics signs a 33.3 billion investment agreement with Quanzhou and Nanan, Fujian Province; 2. Craftsmanship boost IC technology innovation - Interview with Wei Zhengying, vice president of Huali; 3. China's artificial intelligence chip program surpasses the US in 2030, How to break through?; 4 from the car-level chip design and manufacturing, triple Fujitsu given China IC design upgrade strategy

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1. San'an Optoelectronics and Quanzhou, Fujian, Nanan signed a 33.3 billion investment agreement;

Sanan Optoelectronics and Quanzhou, Fujian, Nanan signed a 33.3 billion investment agreement to create compound semiconductor industry

Set micro-grid news, December 5 evening, San An Optoelectronics announced that the People's Government of Quanzhou in Fujian Province and Nan'an City, Fujian Province signed the "Investment Cooperation Agreement" motion. According to the agreement: the company intends to Quanzhou in Fujian Province Investment and registration of one or several project companies in the core area of ​​Nanan Park, with a total investment of 33.3 billion yuan (including public facilities investment, unit: RMB, the same below), put into production within five years and reach full production and operation period within seven years Not less than 25 years.

According to the announcement, the industrialization projects include: 1. R & D and manufacturing industrialization projects of high-end GaN LED substrates, epitaxy and chips; 2. R & D and manufacturing industrialization of high-end gallium arsenide LED chips; and 3 , High-power gallium nitride laser R & D and manufacturing industrialization projects; 4, optical communications devices R & D and manufacturing industrialization projects; 5, RF, filter R & D and manufacturing industrialization projects; 6, power semiconductor ) R & D and manufacturing industrialization projects; 7, special substrate materials research and development and manufacturing, special packaging products application research and development and manufacturing industrialization projects.

The announcement said that Quanzhou and Nan'an City, Fujian Province, are promoting the R & D and industrialization of III-V compound semiconductors and integrated circuits as soon as possible in order to promote the formation of Nan'an Park in Quanzhou's core area (hereinafter referred to as "the park"), enhance the Group III-V compound semiconductors , The core competitiveness of integrated circuit industry, welcome and encourage the Company to invest in the park to invest in the construction of compound semiconductor, integrated circuit and related industry projects, and give positive support to the development of the project in the park.According to "General Office of the State Council on further stimulating the vitality of private investment Guiding Opinions on Promoting Sustained and Healthy Economic Development "(Guo Shui Fa '2017'79) Regarding the' exerting the leading role of financial funds, we can widely absorb various types of social capital and support enterprises through such means as investment subsidies, capital injection and establishment of funds Step up technological innovation and increase investment in key projects such as compound semiconductors and integrated circuits, as well as key projects in weak links. "The three parties reached this agreement upon friendly consultation based on the principle of mutual benefit, mutual benefit and reciprocity.

The investment will be the establishment of a number of project companies with a total investment of 33.3 billion yuan, (including public facilities investment), after the completion of annual sales revenue of about 27 billion yuan (according to the current product unit price calculation.) Sanan Optoelectronics Technology Co., A wholly owned subsidiary was set up to invest in R & D and manufacturing industries and projects in integrated circuits, LED epitaxy and chips. The company name was tentatively Quanzhou Sanan Semiconductor Technology Co., Ltd. with a registered capital of 2 billion yuan.

Sanan Optoelectronics is principally engaged in the research and development and application of III-V compound semiconductor materials, focusing on the epitaxy, chip core of gallium arsenide, gallium nitride, silicon carbide, indium phosphide, aluminum nitride, sapphire and other semiconductor new materials The main industry, and strive to create an internationally competitive semiconductor manufacturers. Announcement that the investment project is focused on the emerging national strategic industries, with energy saving and environmental protection; in line with the company's industrial development and development strategies, the purpose is to do the main business Bigger and stronger, can give full play to the company's industrial synergy, enrich the company's product categories, greatly enhance the company's added value, extend the company's industrial chain, will help further expand the company's production capacity, consolidate the company's position in the industry and continue to increase market share, develop New application areas, to create a global influence of compound semiconductor companies.

2. Craftsmanship boost integrated circuit technology innovation - an interview with Wei Li, deputy director of Huali;

Set micro-mesh news, craftsmen advocate the spirit of excellence, adhere to and pursue the quality of the craft, but also contains the dedication, focus, innovation and other content.With the 'Made in China 2025', ingenuity in all walks of life Leading avant-garde leader is leading the transformation and upgrading of enterprises in the direction of "intelligent", and actively implement the strategy of manufacturing a strong nation in the country. So is the integrated circuit manufacturing industry, which has nurtured a group of qualified personnel with the spirit of artisans. The protagonist of the interview - Wei Zhengying, deputy director of Shanghai Huali Microelectronics Co., Ltd., is also the winner of the Leading Pioneer of Smart City Construction in 2017 in Shanghai. He has long been rooted in the production line and shared his hard work in the integrated circuit manufacturing industry 17 years of history and dreams.

Keep improving, promote China's advanced integrated circuit manufacturing innovation

Wei Zhengying, graduated from Peking University Department of Physics and Physics, joined Huali in 2010 and now serves as the deputy director, leading the development of a complete set of 55-nanometer core technology with independent intellectual property rights. He is an important promoter of promoting independent innovation in manufacturing integrated circuits in China. Because of his contribution to China Minster, he frequently won the award during Huali. He was awarded the honorary builder of the 2013 Shanghai Major Engineering Achievement Contest and the municipal gold medal of the Outstanding Invention Award in 2015 in Shanghai.

The reporter learned from the interview that the group of 55-nanometer technology platforms set up by the team led by Wei Zhengying has now formed a scale of more than 3 billion products and he is proud to say that 'Huali has become the 55-nanometer technology node in China and even in the industry The most abundant technology platform, the most fit the sensor chip production line. 'At present, 55-nanometer process platform Huali logic, ultra-low power consumption, RF, high pressure and image sensors, and other five series of technology platform, regardless of the level of technology or product quality Achieving industry-leading performance. "For example, the overall yield of the 55-nanometer platform is on average more than 97%, the defect density (D0) is less than 0.05 and the best in the industry. The white pixel index of the image sensor platform chip is less than 100 DPPM, The high-voltage platform can realize the driving type chip integrated touch function, leading the industry significantly, at present a variety of chips are being verified by high-end mobile phone brands; ultra-low power platform leakage current reached uA level, in the industry-leading level. 'He further The actual data shows the advantages of 55-nanometer series Crane technology platform.

Respond to 'Made in China 2025' to build a smart factory

Recently, the head of the Ministry of Industry and Information Technology said in an interview with the media: "In the two years since the establishment of" Made in China 2025 ", the top-level design has basically been completed and both innovative capabilities and basic capabilities have been raised.In the future, while continuing to adhere to the smart manufacturing-oriented direction, Accelerate the integration with the Internet; on the other hand, give priority to the development of a new generation of information technology industries and new material industries and enhance the strength of core basic industries. "Among them, the new generation of information technology focuses on software, integrated circuits, new displays, cloud computing, big data, Virtual display, green computing, artificial intelligence and intelligent hardware and other strategic, leading industries.

As a representative company of China's advanced integrated circuit manufacturing, how can Huali promote the transformation and upgrading of the manufacturing industry and realize smart manufacturing? "Wei Zhengying answered questions raised by reporters. 'Starting from 2015, I took the lead in responding to the slogan' Made in China 2025 ' Big data hardware and software environment and the corresponding intelligent management platform to achieve double drop, double increase, improve data cleaning analysis capabilities; improve system prediction and early warning capabilities; reduce the number of monitoring personnel needs; reduce the seniority of analysts; substantially promote intelligent manufacturing management Level to ease the contradiction between the rapid development of Huali and short-term staff shortage.In addition, in order to promote the development of the project, not only seek various kinds of resources for external support, but also actively participate in the weekly project meeting, the years of their professional knowledge into Into a data analysis and management model, and then through the development of professional programmers into a set of procedures to achieve product, product line, quality big data analysis. 'Multiple means of effort, Huali's' smart manufacturing' what are the results? He Said, 'Hua Li's intelligent management platform has now reached the level of TB-level data analysis to achieve abnormal automatic pre- Systems, intelligent manufacturing significantly advance the level of the mainland's IC industry. '

Carry forward the spirit of artisans, nurturing Huali talent team

Wei Zhengying loving dedication of artisans, but also infected the team led by him.He is responsible for doing things, have the ideal of keeping faith, understand the technology dare to innovate, lead the R & D team to tackle the gust, encourage them to learn innovation, over the years, He has been devoting himself to training the team and implementing the concept of cultivating local talents by Huahong Group.He thinks about how to cultivate local talents and create outstanding teams, he believes that we can promote from four aspects: First, keep the team's focus: Uniform team awareness, a high degree of focus on the 55-nanometer platform, drive the team to continuously enhance the core competitiveness of Huali 55-nanometer platform, the focus is 55 nanometer platform gradually enriched each series of product quality and performance have reached the industry-leading level Second, to maintain the advanced nature of the team: Take the lead in learning, and strive to build the team into a learning organization, has set up advanced image sensor technology, big data, Internet of things and intelligent electronic products chip trend analysis, intelligent production management platform Four learning groups, while maintaining the advanced team, but also to help employees enhance their core competitiveness. Third, Paul Team work fresh: stick to the road of intelligence, and gradually replace the staff from the complicated and lengthy daily low value-added work replaced by intelligent, rapid real-time management of early warning system, so that employees involved in more Interest, high value-added work to maintain the freshness of the work Fourth, to maintain the sense of honor team: personally take the lead in participating in the selection of all levels, leading the team in the company, the Group, Shanghai, year after year award, and the good news To each employee in the department, to maintain their sense of honor in this team, and more proactive participation in the work, and strive to achieve individual, achievement team.

Honor is the team's biggest affirmation, the team has obtained more than 200 patent grants by 2017, and has repeatedly won the following municipal awards:

Shanghai Team Leading Team (Shanghai Huali Microelectronics 55nm Technology Development Team) in 2015 Shanghai Excellent Invention Gold Award (Nano-Scale Defect Density Zero-to-Zero Engineering in VLSI Fabrication) 2015 Shanghai Excellent Youth Commando (Shanghai Huahong Group Co., Ltd. 55 Nano-low-power platform young commandos) 2017 Shanghai Invention Award (all-round to create advanced CMOS image sensor chip manufacturing platform)

Take root in China, dream China core

Throughout the interview, the reporter felt Weizheng Ying enthusiasm for this job and the sense of mission of the IC industry, as he described, 'I have been focused on the integration of semiconductor technology, from 8-inch production line to 12-inch production line, I am honored to witness the great development of China's IC industry since the 21st century, and I will continue to uphold my dedication, devotion and innovation in the future Spirit, combined with the strength of Huali team, temper forward, to create first-class China core.

Finally, he briefly introduced the current situation and future development goals of Huali, which was founded in 2010. It is the most advanced integrated circuit manufacturing enterprise in Shanghai State-owned Assets Holding Co., Ltd. Has built a production line with 55-40nm production, 28nm R & D, Production capacity of 35,000 automatic chip production line. Huali has started two construction projects, positioning 28-14 nm mass production, and constantly promote the 'intellectual, made' technology development, to challenge the limits.

3. China's artificial intelligence chip planning beyond the United States in 2030, how to break?

Integrated micro-grid comprehensive report, artificial intelligence (AI) chip is the core of artificial intelligence and the fundamental, leaving the chip will not be able to achieve artificial intelligence, its importance is self-evident. The artificial intelligence in recent years, explosive development is very To a large extent also benefit from the accumulation of chip technology.Therefore, when AI is valued by all over the world, the development of AI chip has also become an important measure for countries to seize the high point of artificial intelligence.Moreover, the traditional chip can not satisfy the intelligent processing Speed ​​and energy efficiency requirements, which require new low-level hardware to better reserve data and speed up the calculation process, and AI chip will be an indispensable support for intelligent computing carrier.

From the AI ​​chip usage point of view, is divided into cloud accelerator chip and terminal (including smart phones, driverless cars, etc.) smart chip.Industry Industry Research Institute released "2017-2022 global artificial intelligence chip industry market forward and investment strategic planning Analysis report "shows that based on these two scenarios, driven by autonomous vehicles, drones, robots, smart phones and other applications, the global artificial intelligence chip market is expected to reach 11.1 billion U.S. dollars by 2021, with an average annual compound growth Rate of 25%.

2016-2021 Global AIC Market Size (Unit: 100 million US dollars)

As the leading country in the AI ​​chip industry, the United States has always been China's hope of catching up and surpassing the target, but there is still a considerable gap between China and the United States in this area. From the point of view of AI chip companies, the United States has established leading enterprises such as Google, Intel, IBM And other technology giants; there are Qualcomm, Nvidia, AMDA, Xilinx such an absolute advantage in the subdivision of large companies; there are some well-developed medium-sized companies and active start-ups, the business structure is relatively perfect. In contrast, China, then Mainly in start-up companies, and no giants appear.From the chip category, the United States in the GPU, FPGA, ASIC, brain-like chip four areas are involved, and in some areas monopolize, such as the GPU area, while China Enterprises have not yet involved in this area; in the field of FPGA, the United States Xilinx and Intel occupy about 90% market share, while Chinese companies are just followers.

According to the plans of the State Council and the Ministry of Science and Technology, China plans to reach the world advanced level in 2030 in the area of ​​artificial intelligence. In the field of artificial intelligence chips, the government will invest funds in the next few months and plans to develop a new chip-running artificial neural network in 2021. The plan proposes to catch up with the United States in terms of artificial intelligence technology within three years and become a leading country in this field by 2030. In October, the Ministry of Science and Technology of China released a "Key Project on Key Scientific Issues Relevant to Transforming State Key R & D Programs Notice of the 2017 Project Guidance, "which sets out 13 'transformative' technology projects, one of which is to invent new chips, control artificial neural networks, target NVIDIA as a company and look beyond NVIDIA.

China artificial intelligence chip development plan

Although temporarily behind, but a number of Chinese start-ups are also ready to go.With the government led by China AI chip companies frequent moves, through financing or strategic cooperation, a strong domestic chip market, AI chip has also become the industry's new outlet .For example , Cambodian financed $ 100 million and worked with Huawei to provide AI chips for cell phones and other devices; Horizon Robots raised $ 100 million and Deephi won $ 40 million Investment and so on.

China AI Chip Startup Financing Summary

How China's chip industry breakthrough?

The advent of the AI ​​era has given China's chip industry new opportunities for change, and application-driven AI chips may be China's opportunities.Industry Industry Institute pointed out three development priorities.

1, Baotuan development AI field huge business space, the huge amount of funds required, alone entrepreneurial individuals and the ability to fight the world is unrealistic, AI entrepreneurs need to work closely with industrial accelerators and industrial capital, Baotuan innovation in order to have more Broad development world.

2, specializing in the terminal application market At present, none of China's artificial intelligence chip companies can watch NVIDIA's core market, these companies seem to be more focused on the artificial intelligence functions of the chip, and this is also the driving factor in China's development of artificial intelligence chips.

3, the development of dedicated chips Whether NVIDIA is well known for the GPU, or the current and GPU equally fabled FPGA, in terms of attributes, they can only be artificial intelligence chips, and these two areas is the United States dominance However, judging from the future development trend, artificial intelligence chips are the core of the future. In this area, the United States is at the same level as China, which is also the opportunity for the future of China's artificial intelligence chips.

4. From the car-level chip design and manufacturing, triple Fujitsu given China IC design upgrade strategy

Set of micro-network news, ICCAD 2017 just concluded, a set of data again for China's integrated circuit (IC) design stunning the industry - 2017 China IC design industry-wide sales revenue is expected to 194.598 billion yuan, an increase of 28.15%! According to The Outline for Promoting the Development of the National Integrated Circuit Industry requires that the total sales of China's integrated circuit industry design industry reach 350 billion yuan by 2020, which has already highlighted the "small target" for a growth of 150 billion yuan. To maintain high growth, There is no doubt that China's IC design needs to develop more and more advanced technologies and markets. With China becoming a global automotive manufacturer, the share of the automotive semiconductor market will not be underestimated.

The latest semiconductor industry drivers report from IC Insights, a research institute, shows that the automotive semiconductor market will be the strongest growth market for chip terminals at least by 2021 compared to PC, communications and consumer electronics markets. In 2017, sales of automotive ICs Volume will increase by 22% next year will continue to grow 16%! This strong growth in the market, but also during the same period exhibitors ICRC 2017 triple Fujitsu Semiconductor Co., Ltd. is highly valued field, automotive IC foundry is the company's most important generation One of the workers market.

Figure 1: Mie Fujitsu Marketing Minister Luo Liangfu share car-level chip manufacturing development and quality management programs

'Upgrading of new energy vehicles, autopilots, etc. puts tougher demands on the quality of the chip, and the key to chip design capabilities, IP resources, and the stability of the Foundry process for car-grade chips is also key.' 'Mie Fujitsu Semiconductor Markets Ltd. Minister Luo Liangfu pointed out at the symposium 'FOUNDRY & Process Technology Forum' held in ICCAD 2017 that "as a leading foundry in the world, we are optimistic about the future of China's automobile design and manufacturing. We hope that the triple Fujitsu Semiconductor will play a key role in promoting China IC Design the driving force for rapid industrial growth!

By Foundry's power to help upgrade the chip design

Nowadays, the automobile networking and autopilot are surging and diversified in product form and application functions, such as vehicle control, intelligent rear-view mirror, tire pressure monitoring, ADAS radar, etc. These vehicle grade terminal application markets are 'full flowering' Behind this is the result of the constant influx of new players into China's IC design industry into diversified chip solutions such as sensors, low-power MCUs and wireless connectivity. This is also reflected in the ICRC report on a total of about 1,380 IC design companies in China Be confirmed.

Figure 2: MITSun Fujitsu 55nm process has been achieved AEC-Q100 Grade1 / 2 standard LSI platform

'Automotive chip design and manufacturing, functional safety are paramount requirements, so the high quality and reliability of the chip is important, and we think it's crucial to ensure high quality, chip design and back-end foundry collaboration from design to chip flow. Luo Liangfu pointed out that 'we provide automotive LSI development environment, including market-proven AEC-Q100 Grade 1/2/3 IP, ISO26262 IP, 5V I / O support, precision PDK, automotive DFM, embedded Storage technology, etc.

According to Luo Liangfu introduction, the history of triple Fujitsu and through the purchase of a large number of car-level IP for customers to call. 'These IPs include DDC technology with high energy-saving advantages, embedded storage technology (eNVM), and design experience requirements High RF series IP. "Luo Liangfu pointed out that 'for example, automatic driving function is widely used image processor (ISP), many of the world's major chips are we OEM. In the automotive radar, Mie Fujitsu also has its own research and development Technology / IP and developed in collaboration with Fujitsu Laboratories to manufacture MMIC (Monolithic Microwave Integrated Circuit) technology using the millimeter-wave band. '' The triple-layer Process Design Kit (PDK) R & D is also very competitive technology products.

Figure 3: Triple Fujitsu emphasizes the establishment of close collaboration with customers

It is learned that the current process of triple Fujitsu covers low-power CMOS technology from 40-90nm node, providing unique eNVM, RF technology options, millimeter-wave radio frequency technology.This is very important for many car-scale integrated circuits. 'Fujitsu itself has a wealth of basic IP libraries and we have also strengthened our cooperation with Synopsys, Kilopass and Faraday on basic IP to fully address the IP resource requirements for IoT chip manufacturing.' "Luo Liangfu emphasized:" These resources are important for We are all very important partners for our cooperation. We hope to contact Chinese enterprises to provide support in the early stages of their design. "

Interestingly, as the former Fujitsu Group IDM supporting manufacturing line, independent as a professional OEM only three years, Fujitsu is already a veteran industry veteran - with more than 30 years of manufacturing experience, including 55nm process has been very mature, Such as the 55nm process to create the AEC-Q100 Grade1 standard LSI platform has been used by many customers, while 40nm process-related processes are also in production. '' Mie Fujitsu not only has ISO26262 certified intellectual property patents, but also has a vehicle-level DFM (Design For Manufacturability program, high-precision PDK (Process Design Kit) and high-precision SPICE models for the automotive industry LSI design environment to ensure the coexistence of high quality and stability of the foundry manufacturing level. "Luo Liang Fu pointed out.

Figure 4: Mie Fujitsu has numerous solutions to address different chip manufacturing needs

Multi-dimensional strategy parallel, yield of 93% + 'triple quality' In addition to meet the manufacturing needs of various types of chips, the company also provides Fujitsu car-quality chip management program and BCM (Business Continuity Management) disaster prevention and emergency measures , To ensure a continuous supply of customer orders.This series of services is an important basis for the triple-wafer process yield of up to 93%. "Luo Liang Fu pointed out.

Figure 5: Mie Fujitsu is equipped with MES, the industry's leading factory automation system

With Fujitsu's industry leading chip manufacturing management technologies such as Lot / wafer tracking, Preferred tools, WAT management, defect rate zeroing, etc. In vehicle quality grade chip quality control, in addition to the common AEC-Q100 standard, -40 ~ 125 ℃ operating temperature, the more CPG (Capability Process Key) enhancement (Note: triple Fujitsu reached CPK ≧ 1.67) and optimize the SPC control and so on.

Figure 6: Mie Fujitsu promises quality assurance for vehicle gauge chip manufacturing

In BCM's disaster prevention efforts, and in particular its response to the earthquake, Mie Fujitsu is the first factory in the semiconductor manufacturing industry to adopt a Hybrid Seismic Isolation Structure (AVS) with three isolation devices between the building and the foundation including In addition, Mie Fujitsu has deployed a NAS battery, Li-ion capacitor (LIC) dual-loop power supply Power supply and set up facilities such as LNG (liquefied natural gas) auxiliary base to realize uninterrupted power supply in the plant area and ensure the stability of the plant for continuous production.

Luo Liang Fu said: 'In order to maximize plant functional safety and protection of life, triple Fujitsu on high-quality and high reliability of production needs always put the first place.' He concluded: 'in accordance with the provisions of ISO14001 adhere to the' environmental protection plant At the same time, Mie Fujitsu established ISO9000 series and automotive ISO / TS16949-based quality assurance management system and deployed measures to BCM disaster prevention measures, so that the output of 35,000 pieces / month of 12-inch crystal Round capacity!

Open foundry 'shared economy' mode

According to industry media reports, compared with the traditional fourth quarter of the traditional film off-season, the recent chip makers to the upstream wafer foundry to increase the amount of demand, reflecting the 2018 foundry manufacturing capacity may still be in short supply situation. Among them, SEMI (International Semiconductor Industry Association) analysis pointed out that the Internet of things and automotive electronics is to promote the wafer needs of the main promoter.On the other hand, it is learned that China currently about 1380 IC design companies, accounting for 88.62% of the total number of enterprises is the number Slightly less than 100 micro-enterprises. 'For the design of SMEs in the IC, the high cost of the film is an essential but significant expense for them.' Luo Fu said, 'This While affecting SMEs to test and verify their chips, it also virtually delays the time-to-market of products and may even cause problems of capital reflow. "At this time, the concept of 'shared streaming' provided the possibility of addressing this demand .

'Shuttle service is a flexible streaming service launched by Mie Fujitsu for small and medium sized IC design companies.' "Luo Liangfu said," The demand for this large number of small and medium IC design companies is long-standing, and Mie Fujitsu sees this demand and is therefore responsive to market demand Launched the service. '' Shuttle service is a MPW (Multi Project Wafer) pilot service introduced by Mie Fujitsu in 55nm and 40nm CMOS technology, which enables chips to be shared by multiple customers by sharing masks and wafers Cost-Making, 'Shuttle Service Makes Fulfillment for Multiple Clients to Meet Maximum Requirements by Streaming Video Schedules Flexiblely and Delivering Streaming, Complete Streaming Services MEGA Fujitsu has been recognized as a foundry service since its inception , I believe this will be a priority for our customers in China and around the world. "Luo Liangfu said at the end of the speech.

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