In recent years, China's chip imports have reached record highs, and the import amount has already exceeded the amount of oil imports. The lack of 'core' has become a 'core' disease of 'Made in China'. To achieve domestic substitution of chips, the Chinese government and the people Capital has invested a lot of money. However, in 2017, China's IC import and export deficit reached a record high of US$193.26 billion, which is an increase of 16.6% over 2016. Why is it that the huge investment is not effective?
First of all, Hao Steel has not been used in the past. Western technology companies have historically defended China strictly against technology, making China firmly determined to develop its own technology. After achieving certain results, Western technology companies began to transfer phase-out technology to China. The two goals of safety and control and the strengthening of industry, and the lack of understanding of the arduous nature of the introduction and digestion of foreign technology, large sums of money are spent on the purchase of foreign elimination technology.
Second, the blind investment in social capital leads to misallocation of funds. One of the attributes of social capital is to seek advantages and avoid predators. For the new hot spots such as artificial intelligence chips and IoT chips, they are very keen, but they have been used by the United States. In areas such as CPUs and GPUs that are monopolized by their allies, only the national team is doing, and social capital has little investment. The emerging sector has a feature that the market is still in its pioneering period and has not formed a scale. For the time being, it cannot return a lot from the market. Funds. This makes social capital investment a wind-burning game, so that funds that could have been invested in short-circuit areas such as CPUs and GPUs are consumed in financial capital games.
Finally, the exaggeration of some companies’ operations has resulted in low capital efficiency. Compared with ten years of experience in technology, packaging, and operation, grab mouths are obviously more likely to be favored by investors. For example, since artificial intelligence is very popular, many The company began to play the concept. Whether it was Bitcoin miner or DSP, it turned into an artificial intelligence chip company. As of now, China has completed financing or is financing more than 40 artificial intelligence chip companies, and most of them are Established after 2015.
To develop China's integrated circuit industry and solve the 'core' disease of China's manufacturing industry, everyone is in a hurry. However, there are things that are in jeopardy. Impetuousness will make us fall into the wrong zone, but it will develop more slowly. The industry has its development. The law is that the chip is an extremely complex system. Complex systems are developed step by step. Problems must be discovered in the application process and continuous improvement in solving problems. This is a particularly high threshold, and you can't hurry. You must be able to withstand it. 1. The temptation, tolerance to loneliness, and sturdy techniques can make the industry work.