'Chip' | Import innovation high | 5G or achieve "change lanes overtaking"

'In 2017, the scale of China's integrated circuit industry has been expanding, with sales revenue of 535.52 billion yuan, a year-on-year increase of 23.5%, a record high. ' At the China-Dutch Semiconductor Industry Cooperation Forum held recently, vice president of China Semiconductor Industry Association The development of China's integrated circuit industry (chips) in 2017 was disclosed. At the same time, however, he also revealed that China's chip industry's imports amounted to US$260.14 billion, an increase of 14.6%, and also reached a record high, accounting for approximately 68.8% of the world's total.

Two historical highs have made China's chip industry in a dilemma: On the one hand, the scale of the industry has expanded, and on the other hand, the situation of China's 'core' has become increasingly prominent. This year's government work report pointed out that 'to promote integrated circuits, The 5th generation of mobile communications, aircraft engines, new energy vehicles, new materials and other industrial development'. The government level put the promotion of integrated circuits in the first place and demonstrated its determination. How to promote? How to promote? 5G has high hopes and is seen by the industry. As the best opportunity for China's enterprises to 'change lanes and overtaking'. The mobile phone industry's 'core' has caused a slim profit. Looking at the current mobile phone industry, domestic mobile phones can be described as infinite. Statistics released by various statistical agencies show that global mobile phone shipments In the rankings, at least six or seven domestic mobile phones can enter TOP 10. At home, Huawei, OPPO, ViVo, Xiaomi, Meizu, etc. have always been sought after. In Southeast Asia and even the Indian market, Huawei, Xiaomi and other manufacturers are also constantly reporting. Why? In recent years, the domestic mobile phone can rise rapidly? In this regard, Xiang Ligang, founder of Feixiang.com, said that the rise of domestic mobile phones is not only a breakthrough for hardware manufacturers. It is also a breakthrough in Android systems. In his view, domestic mobile phones have already completed in-depth upgrades and upgrades of Android systems. In particular, Huawei has introduced Kirin chips that have been able to combine effective software and hardware with modified and customized Android systems. The smooth operation of the mobile phone is ensured. However, behind the bright sales, the profit is the topic that domestic mobile phone manufacturers are unwilling to talk about. In the past few years, the 'thousand yuan machine war' is even more 'losing money and making you drink' and is sacrificing. Profits to capture the concentrated expression of the market. On the other hand, foreign manufacturers not only won sales, profits are also very impressive. According to relevant statistics, in 2017, Apple, Samsung took away 86% of global smartphone profits, Apple mobile phone list Taiwan's profit may even reach 151 US dollars, which is nearly 14 times that of China's mobile phone manufacturers. On average, everybody wants to make more money, but the factors affecting mobile phone profits depend on many factors, including brands, cost control, etc., but the biggest problem is that It is still a 'core'. According to calculations, the cost of a chip in a smartphone selling for thousands of dollars accounts for more than one-third of the cost. At present, domestic mobile phones mostly use chips developed and produced by foreign companies. Excessive patent licensing fees have a greater impact on the profitability of domestic handset manufacturers. Xiaomi's founder, chairman and chief executive officer Lei Jun said: 'Although the chip is only as big as nails, it may be the most complicated thing on the planet because It puts most of the components that the phone needs, and it has a high requirement for stability. ' In addition, the mobile phone chip is also very important for the development and manufacture of mobile phones, especially now the performance of mobile phones is reflected through the performance difference of the chip. The functions of communication, multimedia, and photographing are all realized by chips. It is undeniable that the chip industry is the technological vantage point of the mobile phone industry. If you want to become a top company in this field, you must own your own chips. Only companies that master core technologies can In the future competition, it will open up gaps with other competitors. 5G is a good opportunity for 'change lanes overtaking' At this year's national two conferences, Academician Deng Zhonghan of the Chinese Academy of Engineering stated that in the field of chip industry, although China has achieved in some areas, Breakthroughs, but there is still a big gap between the developed countries and the western countries. In the future, we must make efforts in many areas, especially in the country. No man's land at the forefront, no matter where it is, no time to innovate, set standards, create new kinetic energy, new models and new industry chains, and strive to 'change lanes and overtake'. As a new generation of communication technology, 5G can be said to be a new zone. China IMT-2020 ( 5G) The head of the promotion group, Wang Zhiqin, vice president of the China Academy of Information and Communication Technology, said that in the future, China will issue the first batch of 5G licenses simultaneously with other countries in the period from the second half of 2019 to the first half of 2020. In fact, in 5G On the other hand, China is not weaker than the developed countries in the West, and it even has advantages in certain aspects. Especially after Huawei's intervention, it changed the monopoly status of foreign-funded enterprises in the field of chips. In addition, Xiaomi launched its own chip, which was It is considered that it is the qualification to enter the 5G era and be able to compete with the group's 'wrench'. In response, Xiang Ligang said that not only domestic mobile phone companies have their own chips, but after years of sharpening, these companies have attached more importance to product quality and focused on users. The improvement of experience, with a large amount of financial resources, human input, to achieve catch-up and beyond at the hardware level, to optimize and upgrade at the system level, to achieve a sound development of the mobile phone industry market and domestic mobile phone manufacturers, Let consumers benefit from the technological innovation and innovation of mobile products. It can be said that 5G is a new technological revolution and will redefine the rules of the game. This is also an important reason why many companies are competing to lay out. Industry insiders said that In the next two years, China will start 5G commercialization. During this period, China's telecom operators and equipment operators have already made preparations. Whoever wins this war will occupy the dominant position in the coming decades. At the 2018 annual meeting of the China Development High-Level Forum held recently, Miao Wei, Minister of Industry and Information Technology, stated that it is necessary to firmly grasp the historical opportunities of the new round of scientific and technological revolutions and industrial changes and accelerate the development of new materials and biomedicine. New industries such as electronic information, 5G, energy saving and environmental protection, promote the deep integration of the Internet, big data, artificial intelligence and manufacturing, and vigorously cultivate new momentum. To accelerate the optimization and upgrading of traditional industries, use market mechanisms and economic measures to eliminate inefficiencies and low The end of the production capacity. Yu Ji Kang also said that the current China's chip industry is facing an unprecedented great opportunity, one of the reasons is that the central high-level has been determined to develop this Industry, and will introduce a number of policies continue to advance; followed by a number of companies around their own advantages, has been an innovative path out of the new path. And in terms of 5G, Lei Jun said that the new opportunities brought by 5G is the Internet of Things, and The connection between IoT devices is the core problem to be solved by 5G. 'In the past, Xiaomi launched its own chip products, and it will adapt to the development trend of 5G in the future. It will continue to innovate in mobile-related products and plans to market in the future. Provide price-honored, moving products, but also will become the first wave of manufacturers stationed in the 5G network market layout. ' Lei Jun said.

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