'Lack of core less soul' has always been the most troublesome industry in China made the crux of the pain of domestic chips has been in. China's rapid development of manufacturing, chip technology must keep up, if the chip can not be achieved, it means that the need High-priced purchases on the international market are at risk of being blocked by technology and banned from export at any time, eventually falling into the deadlock of industrial OEM.
China core research and development shortcomings out of touch
In the industry view, the pain point of China's chip is not just the level of research and development, more from the out of touch with the market, and the impact of rapid technological development from the technical point of view, the world's most advanced process technology is 10 nanometers and even 7 nanometers , China's mainstream technology is only 28 nm, but last year also appeared Huawei Hass 10 nm AI chip, so the technical level of the gap can be shortened by research and development.
As for the market, the majority of self-developed chips in China nowadays are outfitted for their own needs. Huawei's unicorn is used on Huawei products. The surging power of millet is used on millet phones, not to mention Beidou chips and supercomputers, Even if vendors are willing to face the market, its matching is difficult to attract more attention.We will look at an example, the earlier media coverage of 'Apple want to buy domestic flash memory chips' event protagonist - the Yangtze River Storage, its total investment of up to 1600 100 million yuan of 3D flash memory project is expected to produce 300,000 flash chips per month by 2020 and 1 million by the month of 2030. Although the outlook looks promising, until two years later when the project capacity is in place, whether the technology or product is outdated, No one can conclude this case.If there is a substantial outdated technology, huge amounts of capital will become backward production capacity, this huge gap is difficult to make up for.
Of course, this does not mean that China's industrial chips can not take the path of large-scale, represented by Violet chip companies, but also rely on capital operation and success.I always want to emphasize that China's chip companies can not only a few nanotechnology and process technology Behind closed doors, should keep up with the global chip trend, the product sold in order to have more resources for research and development, with its own strength to deal with the impact of technological development.
Challenges and Difficulties China's core development is not easy
China core after a giant chase after
Chip localization has reached a crucial moment, in recent years the progress is obvious to all.Huawei HiSilicon, including the world's first released 10 nanometer AI chip; the third generation of Chinese-made Beidou chip to achieve sub-level positioning accuracy and chip-level security encryption ; Equipped with a domestic chip supercomputer 'God of the Lake Taihu light' won the title of world super-champion for three consecutive years; Purple and Hass one of the top ten chip design companies in the world ranks; millet surging S1 chip release; Huawei HiSilicon Kirin chips are also successfully carried in the high-end models, and expedition to overseas markets in Europe and America ... ... These achievements, indicating that the Chinese chip industry to catch up, is the momentum of a prairie fire gradually growing up and maturing.
Although the Chinese chip crazy catching up, but the competitors will not stop waiting for you, especially in the global level of chip development, resource imbalances now.The US chip industry thrives, holds the absolute key words of the right to speak and in India, Israel Such as the third country invested heavily in building a manufacturing base.This led to the late start, lack of R & D experience in China's chip industry in a "stand alone" position, the front road neither passers-by, and later quickly catch up.
China's core multi-pronged hair force emerging industries
In today's information age, the semiconductor has always been the real 'core technology', master the chip technology, can really promote the progress of science and technology industry.Furthermore, chip localization is not only for the semiconductor industry, upgrading and transformation, or made in China Escort.
In terms of the current industry situation, it still takes some time for China Chip to complete its localization process, which is about 10 to 15 years, and a node closest to us is the commercialization of 5G communications, that is, around 2020. With the The arrival of 5G, the speed of information and data transmission to a full file, the Internet of Things, automotive electronics, smart grid, big data, cloud computing, consumer electronics, automation and other emerging industries gradually on the volume of applications, will also bring the demand for semiconductor integrated circuits Continue to boom.
However, under the double bailout of government policies and industrial funds, China's chip makers need to take the initiative in both innovation and capital operation. Industry, education and research work hand in hand, changing from quantitative change to qualitative change, getting rid of external dependence and taking the first step ahead of market demand. In order to create a real global chip industry power.