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1. Purple core DDR4 memory is still under development;
Set micro-grid news, the recent online purple light released the first domestic DDR4 memory news, this, the purple country core responded on the 27th morning, said the report on the company's DDR4 products is not very accurate, the company developed DDR3 products have been Normal sales, DDR4 memory chips and modules are still in the research and development stage, according to the plan will be gradually introduced to the market next year.From the completion of product development to achieve volume sales will take a long time.
Reuters: China Development and Reform Commission or investigate the potential price of mobile storage chip manipulation;
According to Reuters, Beijing time on December 27 reported that the China Development and Reform Commission are closely watching the recent rise in mobile phone memory chip prices may be potential business conspiracy to manipulate price behavior investigation.
China Daily quoted Xu Xinyu, director of the anti-monopoly bureau of China's National Development and Reform Commission as saying that the NDRC is still wary of the market after chip prices have risen sharply in the past 18 months.
'We have noticed that soaring prices will pay more attention to the future problems that may arise from the' price manipulation 'of the industry,' said Xu Xinyu, referring to the many companies that may be trying their best to maximize profits Possibly pushing up chip prices.
The soaring demand for storage chips and the tight supply have created 'super cycles' in the memory chip market, which are used to drive servers and smartphones. This 'super cycle' pushed chip prices up as well as Samsung Electronics, SK Hynix, etc. Chip maker profits.
China Daily quoted Wang Yanhui, secretary-general of China Mobile Alliance as saying that the NDRC has interviewed Samsung Mobile Alliance China Mobile is an industry association that includes more than 30 mobile phone companies.
Wang Yanhui said it is too early to predict what further measures the NDRC will take, but if Samsung is found to be involved in price manipulation, the NDRC may refer to penalties imposed by other countries in this regard.
Samsung has not yet comment
3. Domestic Compass chip sales exceeded 50 million is becoming the standard domestic smart phone;
Set micro-mesh news, China's satellite navigation system management office director, Beidou satellite navigation system spokesman Ran Chengqi said today that China's domestic Beidou chip to achieve large-scale applications, process from 0.35 microns to 28 nm, the lowest single-chip price of only 6 yuan, Overall performance even better than similar international products.At the same time, the current domestic Beidou chip sales exceeded 50 million, high-precision OEM board and receiver antennas have accounted for 30% and 90% of the domestic market share.
As a strategic emerging industry, relevant state departments and local governments regard Beidou's industrial development as a key task and resources are inclined to be developed.At present, Beidou Industry has formed a relatively complete initial industrial chain, including upstream antennas, chips and boards And other ancillary equipment. The middle reaches include integrated terminals that combine specific applications in various industries. Downstream, including system integration and operation services, are already in various fields such as data collection, monitoring, monitoring, command and dispatch, and military.
It is reported that the number of domestic practitioners has more than 14,000, employing more than 450000. Five years ago, the basic use of foreign satellite navigation system .Nowadays, Beidou has been in public security, transportation, fisheries, electricity, forestry, disaster reduction and other industries Widely used, is serving smart city construction and social governance.
The annual growth rate of annual output value of domestic satellite navigation industry is over 15%, exceeding 211.8 billion yuan in 2016 and exceeding 70% in Beidou. It is estimated to exceed 250 billion yuan in 2017 and the contribution rate of Beidou to 80%. At present, China has successfully launched 22 Beidou navigation satellite, according to the national plan, Beidou navigation in 2018 will take the lead in providing basic services for the countries along the Belt and Road and a global service capability in 2020.
At the same time, Beidou has also been transformed from "tall" to "grounded" and increasingly approaching people's lives at the level of public use. Most of the mainstream mobile phone chips in the world support Beidou, and the domestic-sold smart phone Beidou is becoming standard; Beidou achieve fine management; Beidou support watches, bracelets, student cards, more convenient and protect people's daily life .Beijing, for example, 33500 taxis, 21000 buses to install Beidou, full coverage Beidou positioning; 1500 Logistics trucks and 19,000 delivery staff, the use of Beidou terminals and bracelets access logistics cloud platform to achieve real-time scheduling.
In addition, Beidou merged with the Internet, cloud computing and big data to build a high-precision space-time information cloud service platform and launched the world's first accelerated positioning system supporting Beidou. The service covers more than 200 countries and regions, and the number of users exceeds 100 million. Up to 200 million times.
4. Mo Taikang: 930 billion bright number of thinking
At the present stage, we observe that the market risk in the semiconductor industry in China is getting higher and higher. The Western countries continue to contain the technology, and the international mergers and acquisitions, the strict control of high-end talent and the monopoly of their markets, Therefore, the breakthrough of China's semiconductor industry in each segment is very difficult, and the future market is a key factor. China's big market is actually a global market, but it is impossible to obtain advanced process technology with money It is a fundamental way for enterprises to strengthen their R & D based on internal needs - MOODYANG Dec 25, 2017
introduction
CCID Consulting forecasts that China's semiconductor industry will have sales of 930 billion yuan by 2020. This bright figure has caused heated discussion and reflection.
The good news is that the target of 870 billion yuan set by the 13th Five-Year Plan is expected to be achieved. It also shows that the Chinese semiconductor industry is entering the best era of development under the guidance of a large fund.
930 billion yuan of thinking
What aroused the industry's thinking is that 930 billion yuan come from? What is the practical significance?
930 billion yuan is the calculated annual growth rate of 20%
Apparently 9,300 billion yuan is calculated on the basis of 20% of the industry's average annual growth rate. However, it is undeniable that the practice of industries in recent years basically follows this law. The growth rate of the design industry is much higher than 20%.
Foreign investment accounted for nearly half
Analyzed the results of China's semiconductor industry in 2016, sales of design, manufacturing and packaging were 1644, 1126 and 156.4 billion respectively, a total of 433.4 billion yuan. However, if the top ten rankings in statistics chip manufacturing are only accounted for by domestic enterprises 45%, also in the package, about 55% of domestic enterprises, reflecting the brilliant figures in China's semiconductor industry, of which about half of the output value of foreign capital to play.
The same analysis of the growth of China's semiconductor industry in 2020, in addition to the design industry is still the lead, expected to be as high as 390 billion yuan, the chip manufacturing industry up to 250 billion yuan, most of its value-added may come from Samsung, TSMC, Intel , Hynix, SMIC and other contributions, while the Yangtze River Storage, Jinhua and Changxin are still in the production ramp, the value is unlikely to be great.
Data statistics definition and caliber non-internationalization
Another issue that has been discussed for a long time is the statistics of China's semiconductor industry. For historical reasons, the past long period of the West's embargo on China's implementation of the high-tech embargo has led to the fact that the data statistics of the Chinese semiconductor industry are self-contained. Which is not exactly the same as the definition and statistics in the world (except China's IC design industry data is more consistent with the rest of the world) and thus lacks comparability.
Previously, due to the small data of China's semiconductor industry and the international classification of China in the Asia-Pacific region, Japan, South Korea and Taiwan are all individually listed. Nowadays, as the weight factor of China's semiconductor industry is on the rise, this contradiction should be properly handled in the long run Well, but as the result of the adjustment may lead to a cliff-drop in data, this problem is hard to resolve in the near future.
OEMs in the design industry still rely on TSMC
According to data provided by IC Insight, in 2016, the top 10 pure foundries in China accounted for about 6 billion U.S. dollars, of which TSMC alone accounted for 44% to 2.655 billion U.S. dollars, compared with 14.85 of SMIC; Huahong's 3.75, and Huali's 1.95 3. The future if its 16-nanometer production line in Nanjing next year mass production, coupled with 28-nanometer core production capacity of Xiamen United core expanded to 25,000 per month, it is estimated that China's IC design industry Rely on China Taiwan region will be further strengthened. Industrial data jumped year by year, but the amount of imported IC is also rising
The localization rate is one of the main indicators in the 13th Five-Year Plan for the Semiconductor Industry. However, the amount of IC imports has risen in successive years in recent years. For example, by the end of November 2017, it has amounted to 234.45 billion U.S. dollars, which means that IC imports will reach 250 billion U.S. dollars this year Above, the growth rate of more than 13% over the same period.
However, some disturbing aspects of the industry feel that the industry has enjoyed rapid development in recent years with an average annual growth rate of 20%. However, the average annual growth rate of the IC market in China was only 7% in the same period. This shows that for the localization of ICs, The actual situation is that so far the amount of IC imports is still rising, but compared to China's panel industry, the panel import volume in 2016 has dropped to 30 billion US dollars, similar to the level of 2006, as shown below Shown:
Due to the differences between industries, the two industries may not be very appropriate compared with IC design industry in order to get export tax rebates and other concessions, it is possible that some products before the first export and then import back, undoubtedly increased the import of IC Therefore, the reason that China's IC import volume is still increasing year by year is complex and it may be hard to predict when the inflection point will be reached in the future.
Therefore, it is suggested that the index of domesticization rate can be further subdivided, and to separate the products whose product localization rate in several ICs grow more rapidly will be of benefit to the industry in raising awareness.
To improve from the speed of change to improve quality
The development of China's emerging industries are almost all surfing, the initial 'wave' is large and very rapid, the Chinese semiconductor industry led by the large fund also the same.
Accurate data is the basis of industrial analysis, while the bright numbers have a certain effect, but the key lies in the improvement of industrial competitiveness. Therefore, it is proposed that at this moment, we should change our thinking rapidly, not necessarily to pursue excessively high numbers or to newly built ones 12-inch production line, but more should pay attention to the implications of industrial development, upgrading the quality of industrial development.
The improvement in the quality of China's semiconductor industry is reflected in those areas, mainly by narrowing the gap, increasing the localization rate, global competitiveness and market share, etc. The current 12-inch production line with too much investment in the domestic market may not be a good sign, Should concentrate on running several unique chip production line.
At the present stage, we observe that the market risk in the semiconductor industry in China is getting higher and higher. The Western countries continue to contain the technology, and the international mergers and acquisitions, the strict control of high-end talent and the monopoly of their markets, Therefore, the breakthrough of China's semiconductor industry in each segment is very difficult, and the future market is a key factor. China's big market is actually a global market, but it is impossible to obtain advanced process technology with money Enterprises have to start from the internal demand to strengthen research and development is the fundamental way out