1. mainland NB-IoT chips shipped this year to see the level of billion;
End-user applications such as water, electricity, gas and heat are among the first areas where NB-IoT falls. Counterpoint
Wang Zhixin, vice president of China Telecom, revealed recently that the NB-IoT chip module industry will form a large industrial cluster driven by all parties in 2018, and NB-IoT chip shipments are expected to at least double from 5 million in 2017 , Reaching tens of millions or even hundreds of millions of tablets.
At present, NB-IoT chips are released by major chip suppliers such as Huawei, Qualcomm, MediaTek, ZigBee, ZTE Microelectronics, etc. The Huawei Boudica 120 (700MHz / 800MHz / 900MHz) Delivery; Qualcomm launched integrated CAT M1, CAT NB, GPS MDM9206 more applicable scenarios; MediaTek NB-IoT single-mode small size and NB-IoT / GSM dual-mode large size universal module design; core information through NB-IoT / eMTC / GSM module three large-size universal module is also available in mid-2017.
At the beginning of the NB-IoT standard definition, many expected the IoT to usher in a blowout, but in fact the application of the NB-IoT market was less than expected in 2017. In 2017, the Ministry of Industry and Information Technology sent three major carriers Issued a dedicated Internet of things band, support NB-IoT to create a complete industrial system and ecosystem.
In 2018, the Ministry of Industry and Information Technology will speed up the improvement of the domestic NB-IoT standard system and promote the continuous improvement of the industry as a whole. Under the guidance of the policy, China ICT, China Mobile, China Telecom, China Unicom, Huawei, ZTE, Tencent, Baidu, Ali The NB-IoT Industry Alliance, co-sponsored by other industry leaders, has entered into a healthy operation and prompted the NB-IoT terminal to deploy or continue to grow in volume.
In the field of utility covers, electricity meters and water meters, the NB-IoT scale has a huge market demand, and the data shows that at present there are more than 5 billion manholes in the mainland nationwide, more than 15 million manholes have been replaced each year ; The water meter, the smart meter before 2016, annual growth rate of 20% or more, with one table, four tables and one ladder pricing policy introduced, water smart meter procurement increasingly strong, is expected during the 13th Five Intelligence The meter accounts for 40% of the total water meter. By 2020, the penetration of smart meters will be close to 45% with an annual shipment of 45 million units.
Although terminal applications such as utilities such as water, electricity, gas and heat meters will be the first to reach NB-IoT, they will also start to expand in other fields such as agriculture, industry, logistics, home appliances and consumer electronics Application, due to its low cost, low power consumption, and more connections, the NB-IoT can be applied to many applications such as smart parking, smart home and smart building.
In 2017, the development of the entire Internet of Things business, especially NB-IoT, is accelerating: the number of NB-IoT base stations has already been built up to 400,000, which has covered major cities such as municipalities directly under the Central Government, provincial capitals, etc. According to the forecast of the Ministry of Industry and Information Technology Scale will reach 1.5 million, M2M connection based on NB-IoT will exceed 600 million.
China Telecom took the lead in building the world's first full-coverage NB-IoT network with more than 310,000 800MHz NB-IoT base stations and has recently announced that it will subsidize the Internet of Things with a total amount of 300 million yuan 100 million yuan to subsidize CAT1 single-mode, NB-IoT module, 200 million yuan to make public services, white kitchen and toilet products.
China Mobile followed its NB-IoT coverage of 384 cities by the end of 2017. At present, China Mobile's OneNET platform has accessed over 30 million IoT devices and has more than 20,000 applications.
In 2018, China Mobile will invest another 2 billion yuan in special funds to subsidize Internet of Things to reduce the thresholds and costs of introducing IoT technologies in various industries. The subsidy rate will range from 60% to 80% for the NB-IoT module.
China Unicom has set guidelines for the construction of NB-IoT networks at the group level, promoting connection management platform and application platform planning and construction.
2. Violet western data joint venture company has become a global storage market heavy players;
Recently, two global authoritative research companies IDC and Gartner have successively released the "Chinese Enterprise Software Defined and Hyperconverged Storage Market Survey Report" and the "Competitive Landscape: Chinese Storage Vendors Impact Analysis Report on Global Storage Market." Among them, However, the two-year Sino-foreign joint venture, Ziguang Western Digital, has become the new face of both reports and has emerged as one of the most competitive storage vendors in the market.
In the IDC survey, from the point of view of SDS (Software-Defined Storage, SDS) vendor rankings, the localization storage vendors accounted for the absolute share of the Chinese market as a whole, and in the recently released report, Founded in March 2016, Ziguang Western Digital, a joint venture between Ziguang (55.430, -1.13, -2.00%) owned by Ziguang and Western United States (51% and 49% respectively held by both parties) With its strong local R & D strength and relying on the world's leading storage technology of WD, we continuously expanded our industry customers and entered the IDC target storage market for the first time. This led us to stay ahead of major domestic and international storage vendors.
IDC report shows that as of the third quarter of 2017, violet western data in the object storage market share has reached 16.3%, becoming the second largest manufacturer in the Chinese market.
It is noteworthy that from the overall performance of the SDS China market, object storage accounted for only 8.7%, file storage accounted for 65.3%, block storage accounted for 25.9%, that is, the file storage share was significantly greater than the block storage and object storage.However, These three types of SDS actually do not have absolute competition, but complement each other, such as enterprise users can use object storage as a file storage archive layer.
At the beginning of its establishment, it positioned itself as a strategic partner in the big data industry in China. It is clear that the Western Digital data is not only forcing force in a certain segment, but Gartner's report gives great encouragement to its innovation.
In Gartner's report, Ziguang Western Digital and Huawei, Inspur, Xinhua III, Lenovo and Dawn jointly became the six most influential domestic storage vendors in the global storage market.
According to Gartner, Ziguang Western Digital's market competitive advantage lies in its aggressive adoption of advanced storage technologies such as all-flash, software-defined storage, object storage, and scale-out storage technologies, etc. However, compared to traditional disk arrays, these innovative storage technologies market The share is growing rapidly, and the growth momentum of these technologies provides a good opportunity for innovators in the storage industry, such as Western Digital.
At present, the Western Digital data storage system has entered the Chinese central government procurement list, and access to greater local competitive advantage.At the same time, the Western Digital in the focus on China's domestic market expansion, based on the full strength, have the opportunity To the global market customers, the output of its customers in various industries in the country proven advanced storage technology and 'all-round' data storage solutions. Economic Observer
3. To visit the first 6-inch SiC chip production line in Zhuzhou, China;
Through the transparent glass baffle, you can see pink uniform technicians and blue uniformed personnel who are "heavily armed" from head to toe. They are busy in front of an instrument and the entire workshop is more like a surgical operating room Or biochemical laboratory.
Recently, the reporter came to Zhuzhou Zhongshi Times Electric Co., Ltd. (hereinafter referred to as "Times Electric"), a subsidiary of Zhuzhou Electric Locomotive Research Institute Co., Ltd. (hereinafter referred to as 'ZhongChu Zhuzhou Office'), to visit the newly established The third generation of power semiconductor devices SiC (silicon carbide) chip production line.
The production line is the first 6-inch SiC chip production line in China, which won the support of key projects such as the national '02' special project and the National Development and Reform Commission special new materials project.
All personnel must wear white uniforms and shoes before entering the access lane, but even if this is the case, you can only visit outside the workshop through glass. Employees inside the workshop have more stringent requirements and must wear a hood, mask , Gloves, put on the whole body tight uniforms.
'The workshop is cleaner than the operating room with very strict control of suspended particles, with no more than 10 suspended particles larger than 0.1 μm per cubic meter space; every single particle can potentially damage a chip.' 'SiC Products, Division of Electrical and Semiconductors, Age Development Minister Li Chengzhan said.
This is the highest international SiC chip production line of the highest standards.
Li Chengzhan introduction, the production of power semiconductor devices experienced thyristor, IGBT and SiC three generations of technology, SiC is the most advanced technology, will become the industry mainstream in the next 5 years.
Popularly, power semiconductor devices are the heart of high-speed trains and other core power. 'Li Chengzhan introduced Zhuzhou in the independent development and production of IGBT chips, so that China's high-speed rail mounted on the' China core '.
At the time of 2010, Times Electric started to think of SiC chips, and at that time the latest technologies were all monopolized by foreign countries and completed the implementation of the program little by little by means of complete self-exploration.
Compared with IGBTs, SiC can effectively improve system efficiency, reduce energy consumption, reduce system size and weight, and improve system reliability, which can reduce the power conversion loss of high-speed trains by 30% to 50%.
In order to push the upgraded version of 'China Core' to the market as soon as possible, the project team sacrificed a lot of rest time and paid a great effort.
The production plant was delivered only in August 2017. In December, the SiC chip production line completed the technical commissioning of the process equipment and the first chip trial was successfully completed in January of this year. Now, the staff are continuing to improve the stability of the process and make the final product production Sprint.
'Each process requires a dozen or even dozens of process parameters to achieve a balance between the difficulty of work is very large.' Film Group Chen Xianming introduced technicians, if you are lucky, you can go through 10 times to find the best debugging process parameters; some But dozens of times hundreds of times, up to more than 500 times after the adjustment.
'Many enterprises come to join, now there are orders from the fields of rail transit, electric vehicles and new energy sources. We need to achieve stable production as soon as possible and speeding up to the market. This is also the need of our power semiconductors to seize the high ground of science and technology in the future , 'Li Chengzhan said that it is estimated that the global SiC power semiconductor market will reach 10 billion US dollars by 2023. Hunan Daily
4. Li Zili, vice mayor of Jinjiang City: to build an important global memory production base
In the new era, how to accelerate the transformation and upgrading of traditional industries, speed up the cultivation of strategic emerging industries, and meet the opportunities and challenges of economic development with better quality, higher efficiency and stronger motivation? With the rapid development of modern information society, integrated circuits The key strategic significance of the industry is being more fully recognized. In the past two years, in Jinjiang, Fujian Province, new momentum represented by the integrated circuit industry is rapidly rising and successfully attracting the National IC 'Entrepreneurial Core Competition' settled A few days ago, following the series of "Core Coming Future" organized by the Ministry of Industry and Information Technology Exchange Center for Personnel, a series of interviews with China 's IC Innovation Road, People' s Daily interviewed Li Zili, Vice Mayor of Jinjiang City.
Q: Jinjiang City is now vigorously developing the integrated circuit industry and making every effort to build an important memory production base in the world. Over the past two years, the integrated circuit industry in Jinjiang has been developing rapidly and the Jinhua Memory Project has been completed. The project of silicon electronics (Fujian) Can share Jinjiang in the development of integrated circuit industry experience?
Li Zili: In the past two years, Jinjiang City, according to the national strategic plan, based on the reality of industrial development in Fujian, Quanzhou's strong support and direct guidance, the city's efforts to the development of integrated circuit industry.According to "Jinjiang integrated circuit industry development plan "We will take Jinhua project as a leader, combine Jinjiang's existing industrial features, give full play to the advantages of Taiwan, build an important memory production base in the world, cross-Strait IC Industry Cooperation Demonstration Center and Hercynian integrated circuits of the whole industry chain ecology By 2025, the formation of a wafer-based manufacturing, packaging and testing, IC design, supplemented, equipment materials, application terminals for supporting the integrated circuit industry chain, the whole industrial chain output will challenge the scale of 100 billion.At the same time, we plan the construction The total scale of 24000 acres of Fujian IC Industrial Park, including the Science Park, Industrial Park, Design Park and the Comprehensive Bonded Area.
In order to accelerate the fostering of the entire industrial chain of integrated circuits, Jinjiang will put in place special supportive policies on the basis of policies at all levels, giving all-round support to the projects such as landing of projects, financing of enterprises, introduction of talents and R & D subsidies.
In terms of financial support, the United Nations National Foundation has set up a 50 billion yuan Anxin Fund. The Joint National Scientific and Technological Achievements Transformation and Guidance Fund has set up a fund of 761 million yuan. The joint private capital has set up a fund of 1 billion yuan and a Industrial development to provide financial protection.
In the technical platform, we jointly established the Chinese Academy of Sciences expert academician workstation, the joint work of the Ministry of Industry and Information Technology to build electronic intellectual property centers, joint Fuzhou University and other units to build Fujian Provincial Institute of Microelectronics to provide technical support for industrial development.
In terms of human resources environment, we have promulgated the Outline of Jinjiang IC Talent Strategic Planning, the first certified IC talent in China and the leading preferential policies for IC talents in China, and established a demonstration microelectronics college with Fuzhou University every year The city delivers 200 outstanding graduates. The introduction of quality education resources in Europe and the United States, Taiwan, 'Xinhua' state-level integrated circuit training center personnel planning to train 12,600 practical talents within 10 years to organize the construction of national demonstration microelectronics institute to promote We will set up a cooperation channel with 26 demonstration microelectronics institutes in talent cultivation and talent transportation, and establish a talent contact station in the world to provide talent support for industrial development.
In the atmosphere to create, we hold the annual International Forum on the development of integrated circuits industry, the Ministry of Industry and Talent Exchange Center with the support of the National IC 'Entrepreneurship Core' competition settled in our city, will gather for the city outstanding projects, talent At the same time, in order to attract and retain qualified personnel, we have also done a great deal of work in supporting cities. We invested 2 billion yuan to build an international high-end talent community, introduced 3 international schools and developed high-end medical care. Industrial talent to provide high-end supporting services.
Q: Jinjiang City has promulgated the first "standard for the identification of outstanding talents in integrated circuits" in China, and has recently identified the first batch of 155 outstanding talents and has taken the forefront in the province and the whole country. Please talk about the introduction of this qualified personnel Meaning and purpose?
Li Zili: Jinjiang City has a complete talent policy system, covering the strategic planning of personnel, personnel incentives, personnel accreditation standards and cash procedures. Among them, "Jinjiang IC Industry outstanding personnel identified standards" is the complete policy system The front end, only identified as a few types of talent, in order to enjoy the appropriate policies to honor their promises.This standard comprehensive consideration of talent in access to honor, professional achievement, technical level, experience, industry contribution and other aspects of performance and potential, highlighting the Ability to measure talent as a benchmark, the scientific research, technology, industry, management personnel into a unified system of qualified personnel can be said that it is not only an accessory measures to implement the preferential policies for qualified personnel, but also the city to do a good job in IC talent Strategic initiatives, fully reflects the city's sincerity to attract talent.
At the end of last year, according to this standard, we identified the first batch of 155 ICIC talents, of which 1 is the first type, 3 is the second type, 4 is the third type, 19 is the fourth type, and 128 is the fifth type They will enjoy the preferential policies of integrated circuit talents of our city according to categories, for example, up to 180,000 yuan subsidy per annum, 60% discount on housing purchase, 2 million yuan subsidy for major special funds and subsidies for training, academic activities and children Schooling and medical insurance. For the outstanding pioneering teams and projects of integrated circuits, the Straits Project can be declared and enjoy the policy of review and classification, including up to 7.5 million yuan of start-up capital, 500 square meters rent-free office space, Government venture capital, social venture capital, loan interest subsidy, major special funds, etc. In addition, we can also enjoy the talent policies promulgated by Quanzhou City, Fujian Province and other countries at the national level. The accumulative total of the entrepreneurial team is up to 30 million yuan, Up to 8 million yuan subsidy.
Q: The first national IC 'Entrepreneurship Core Competition' has been launched in Jinjiang in November last year, in May this year will be held in Jinjiang City Finals, Jinjiang City, the original intention of hosting the contest is what?
Li Zili: Jinjiang integrated circuit industry, although a late start, but the development momentum is good, around the entire IC industry chain, landing project covers IC design, wafer manufacturing, packaging and testing, equipment materials and terminal applications in all aspects of the industrial chain, the whole industry The embryonic form of the chain ecosystem has gradually emerged.Compared to our industrial development planning and human resources strategic planning goals, we gather a good project, outstanding personnel and team and create a new atmosphere for entrepreneurship there is a certain gap.
The first National IC 'Entrepreneurship Core' competition hosted by the Ministry of Industry and Information Technology Exchange Center, hosted by Jinjiang Municipal People's Government, is the first high-standard and national innovation and entrepreneurship competition for SMEs and innovation teams in ICs. To host this competition, Provided a good opportunity for the city to learn from the wisdom of high-end integrated circuits and gather elements and resources such as talents, projects, technologies and capital in the field of integrated circuits. While promoting the development environment of the city and the development opportunities of the integrated circuit industry, it will surely attract more National excellent IC talents and projects in our city to nurture, landing and development of the city to further create integrated circuit innovation and entrepreneurship center, to build integrated circuit innovation and entrepreneurship ecosystem has an important role in promoting.