1. The United States issued a list of 301 tariff plus tax proposals, which semiconductor industries are involved?
According to the micro-network news, the U.S. Trade Agents Association today issued a list of 301 tariff proposals. The U.S. trade representative proposed to impose an additional 25% tariff on Chinese products on the list. The value of imported Chinese products should be taxed to make up for the technological losses suffered by the United States.
The list contains about 1300 independent tariff items, valued at about US$50 billion, involving aerospace, information and communications technology, robotics and machinery industries. The Merchants Electronics team sorted out the parts related to the semiconductor and electronics industry chains mainly including: LED, PCB, laser equipment, semiconductor equipment, capacitor resistance, thyristor diode, touch screen, optical prism lens, etc.
1. Review of the Consumer Electronics Industry Chain: The mobile tariff is not included in the current tariff list, which verifies our judgment in the strategy report released on March 27th. iPhones and many other consumer electronics products will not be included in the tax increase. The list of components and equipment manufacturers is less directly exported to U.S. end customers, and mainly to Foxconn, Heshuo, Flextronics, and other assembly plants, often re-exports in the bonded zone and settlement in Hong Kong, will not face direct tariffs. After the tariff list was released, the boots finally landed.
2. Security Comments: Security is not affected in this tariff list. Several Chinese-made versions (85284905/85284910, etc.) mentioned the video monitor, but in English it is a color video monitor and actually a monitor.
3. Laser equipment 84561170/84561170/84561190: Laser equipment for the production of printed circuit/processed metals Comments: Through the first time laser communication with Hans, the proportion of Han's laser exports to the United States was about 1%. This trade war against it. The impact is minimal.
4. LED85414020: Light Emitting Diodes (LED) 85419000 : Diodes, Transistors, Similar Semiconductor Devices, Photosensitive Devices, Semiconductor Devices, LEDs, and Piezoelectric Crystals 90330020: LEDs for LED Backlighting Comments: (1) LED chip manufacturers exporting to the United States The proportion is very small, Sanan Optoelectronics exports to the United States between 2-3%, while the other two strong, Huacan photoelectric and Australian Ocean Shunchang exports to the United States is even more rare. (2) LED The downstream area has no influence. 85392920/85392930 and other projects mentioned tax increase for lamps, but the English text is filament lamps, ie incandescent lamps. (3) According to the LEDINSIDE statistics, 2017, the three major LED related to this taxation Project, the industry's total exports to the United States was only 46 million US dollars.
5. PCB85299005/85299006: PCBs for color TVs, ceramic substrates 85299033/85299089: Components for color TVs containing two or more PCBs, ceramic substrates 85299046: Components for PCBs combined with ceramic substrate components for color TVs Comments : (1) The tax increase in the PCB field is only aimed at taxing the PCBs used by TVs. Moreover, domestic PCB manufacturers exporting to the United States is relatively low. For instance, Wintek Technology has less than 1% income from the United States. (2) There are more entries (85287130/ 85439068, etc.) refers to printed circuit components (PCA), but PCA is not a PCB.
6. Panels 90138070/85284925/85287262, etc.: Comments on the taxation of monitors and color TVs: (1) In Chinese version, 85299063/85299068 refers to the panel, but it is the face plates in the English text, not the LCD panel. (2) After confirming with BOE for the first time, its US customers are only Hewlett-Packard and Dell, and more are exporting factories to Malaysia. (3) This list is mainly aimed at the taxation of displays and color TVs downstream of the panel. Its purpose is Protecting the US home-grown monitors and color TV brands. No real impact on the panel. (There may be follow-up adjustments in the supply chain, such as increased sales of American television brand manufacturers, thereby increasing the procurement of BOE)
7. Semiconductor Equipment 85437020/85439012: PVD Equipment and Components 85437097: Washing Machines Review: At present, North America’s US exports account for less than the median number, and this trade war will highlight the importance of autonomous control. Localization process will further accelerate
8. Touch screen 85437095/90330030: Touch screen installed in the display device Comments: (1) Touch screens are the original English texts, and Touch Panels are the products of Ophelia Technologies, which are not the same products. (2) Direct from Ophelia Technologies Downstream is an assembly plant, exports to the United States accounted for less than the median.
9. Discrete Devices 85419000 : Diodes, Transistors, Similar Semiconductor Devices, Photosensitive Devices, Semiconductor Devices, LED and Piezoelectric Crystals 85413000: Thyristors, Bidirectional Trigger Diodes, SCR, Non-Photosensitive Devices 90132000: Laser, Non-Laser Diodes 85414080/85414095 : Photosensitive Semiconductors Comments: (1) Jie Jie Microelectronics and Silan Micro's exports to the United States account for less than 1% (2) Yang Jie Technology's exports to the United States are slightly higher (30% or less), but more is through the acquisition of the United States. Brand MCC achieves sales.
10. Capacitance resistance 85321000/85322100/85322200, etc.: Aluminum electrolytic capacitors, tantalum capacitors, ceramic capacitors 85331000/85332100/85332900, etc.: Wirewound resistors, thin film resistors, etc. Comments: Aihua Group, Farah Electronics, Jianghai shares and other manufacturers export to the United States The proportion is less than 10%
11. Optics 90029020/90029040/90029095: Prisms and lenses used in optics, and other components Comments: Fujing's optical export tax number is 90019090, not in the tariff list
China Merchants Electronics believes that this trade war has little impact on LED, PCB, laser equipment, semiconductor equipment and other areas, and mobile phone terminals, security and panels are not included in the tax increase list.
In the proposed tax increase list, there is a real hammer. Before the new tariff is formally launched, the '301 investigation' still needs several steps to complete?
April 23: Deadline for the public to attend the hearing. The application must include a summary of the testimony. The speech should not exceed 5 minutes.
May 11: Deadline for submission of written comments by the public. Comments may relate to: whether an item on the list should be retained or removed or a new item added; tax level; total tax level after taxation. US Trade Office Will publish written opinions.
May 15: The 301 Committee will hold a public hearing at the main hearing office of the U.S. Trade Representative Office at 10:00 on the same day.
May 22: The deadline for the public to submit counterarguments after the hearing.
In response, the Ministry of Commerce of the People's Republic of China issued an announcement this afternoon on the introduction of tariffs on certain imported products originating in the United States. The announcement pointed out that the U.S. government has announced that it will add imported products originating in China based on the findings of 301 investigations. A 25% tariff was levied, involving about 50 billion U.S. dollars in exports to the United States. This U.S. measure has clearly violated the relevant rules of the World Trade Organization and seriously violated China’s legitimate rights and interests under the rules of the World Trade Organization and threatened the economic interests and security of the Chinese side.
In order to safeguard China’s legitimate rights and interests in violation of international obligations of the United States, the Chinese government will rely on laws and regulations of the “Foreign Trade Law of the People’s Republic of China” and other basic principles of international law to protect soybeans and other agricultural products originating in the United States. , Chemical products, aircraft and other imported goods are subject to tariff levying measures, the tax rate is 25%, involving the amount of China's imports from the United States in 2017 about 50 billion US dollars. Final measures and effective time will be announced separately.
2. 'Chip' imports a new high 5G or achieve 'change lanes overtaking'
In 2017, the scale of China's integrated circuit industry (chips) was expanded and the sales revenue was 535.52 billion yuan, a year-on-year increase of 23.5%, a record high. ' At the China-Holland Semiconductor Industry Cooperation Forum held recently, Vice Director of China Semiconductor Industry Association Yu Changkang disclosed the development of China's integrated circuit industry (chip) in 2017. 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%, which is also a record high, accounting for about the world’s 68.8%.
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 is 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 TOP10. 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 Network, said that the rise of domestic mobile phones is not only a breakthrough for hardware manufacturers. It is also a breakthrough for 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, profit is 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 R&D and manufacture of mobile phones, especially now that the performance of mobile phones is reflected by 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 matter how fast it is to create new standards, new models and new industrial 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. It even has advantages in certain aspects. Especially after Huawei's intervention, it changed the monopoly status of foreign companies in the chip field. 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 attach more importance to product quality and focus 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 opportunity of a 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 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. (Ge Qingping) China High-tech Industry Guide
3. Chinese MaPU algebraic microprocessors released during the year
In a thriving, all-encompassing information age, whoever masters the core chip technology will occupy the commanding heights that will lead the development of the information industry. For a long time China has been suffering from a lack of core pain and spends more than 200 billion U.S. dollars every year. The purchase of chips from western countries has exceeded the size of petroleum, iron ore and other bulk resources. It has become China’s largest import commodity, not only sending huge profits to foreign chip suppliers, but also to China’s national defense and economy. , Information security poses a serious potential threat.
In order to break the western countries' blockade and restrictions on China in the field of chip technology, the country has launched major special projects of 'nuclear high-tech' (core electronic devices, high-end general-purpose chips and basic software products), concentrating on conquering the core key technologies in related fields, and building The independent innovation system frees China from the embarrassment of being stuck in the neck and becomes a powerful competitor in the world's information industry. After years of unremitting efforts, China has successively introduced a series of self-developed domestic chips such as the Godson series. , has achieved world-renowned achievements.
In the top 500 global supercomputers list in 2016, supercomputers using domestically produced chips, the “Sweet Lake Lights” supercomputer, topped the list, indicating that our country’s information industry is undergoing a historic transformation, and the level of innovation is mainly tracking. A new historical stage of tracking, running, and co-existing. In March 2018, the Chinese Academy of Sciences announced that a Mapu algebraic microprocessor, a new concept microprocessor with completely independent intellectual property rights and leading international standards, will be officially released within the year. , Turned on the "China Core" corner overtaking.
The so-called MaPU algebraic microprocessors, in short, the Chinese Academy of Sciences' demand for computationally intensive applications, the world's first 'Mathematic Processing Unit high performance algebraic microprocessor' concept, parallel algebraic operations, parallel memory system instruction systems Major innovations in hardware architecture and hardware support from scalar/superscalar operations to algebraic operations including supercomputing high-performance algebraic microprocessors, general-purpose communications algebraic microprocessors, and general-purpose multimedia algebra Processors and so on.
The MaPU algebraic micro-processor combines the flexibility of the CPU, the parallel storage characteristics of the FPGA and the high efficiency of the ASIC. Through the transformation of the architecture, the system hardware level is improved, and the best time-space decomposition strategy is combined with the super-variable algebra pipeline. The method can directly map the optimized algorithm and fill the application computing gap. It is a revolutionary innovation in the field of microprocessors. At present, it has completed the design of the architecture and the design of the processor chip front and back end, and applied for more than 40 invention patents. , Including 8 international patents. Sina Military
4. Suzhou FengChi Microelectronics Microcontroller Occupies Half of Global Market
Fang Gangfeng, who was born in Gutang Village of Huangzhai Town, graduated from the University of California, Los Angeles. He once served as the Director of Technology Department and Chief Technology Officer of a well-known American information storage company. After his return to China, he founded Suzhou Fengchi Microelectronics Co., Ltd. With 75% of the world's share and 50% of the world's share, it has become a leader in the industry of general-purpose single-chip microcomputers. Now it is attracted by the environment and atmosphere of the Pujiang River, and the entire company must be transferred back to its hometown Pujiang.
Suzhou FengChi Microelectronics Co., Ltd. is a company specializing in integrated circuit IP, Internet of Things, computer hardware and software, electronic products, integrated circuits, and application circuit program design, R & D, testing services and technology transfer, technical consulting, technical services, Engaged in computer hardware and software, electronic products wholesale, import and export business and related after-sales service.
When the neon lights are connected in series, they can illuminate a city at night; when a cell phone dials a series of numbers, it can be connected with the realization of all other things. It all benefits from a small piece of integration. Circuit chip.
Fang Fengfeng, chairman of Suzhou FengChi Microelectronics Co., Ltd., is committed to the R&D and design of integrated circuit chips, insists on becoming a product of China's independent intellectual property rights, focuses on product quality and design innovation, and aims to be the most suitable product for the Chinese market.
Fang Gangfeng, 45 years old, was born in Gutang Village, Huangzhai Town, and went to the United States with his family from urine. He graduated from the University of California, Los Angeles and obtained a master's degree in microelectronics engineering. He once served as technical director of a well-known American information storage company. CTOs and other positions. The accumulation of years of work experience has allowed Fang Gangfeng to start his own business. He and his friends resolutely returned to China to start their own companies. However, in the early days of startup, companies often face many obstacles in their development. Limitations, Financing difficulties, Fang Gangfeng goes very hard every step, but the thought of serving the motherland has always been brewing in his heart.
The R&D and design of integrated circuit chips is the most profitable link in the entire IC industry chain, but its cycle is also the longest. The design cycle of an integrated circuit chip is usually as long as a year and a half, and even three or four years are possible. In this cycle, the ups and downs are unavoidable. The biggest difficulty faced by Suzhou Fengchi is the lack of talents. How to recruit talents and retain talents has become a problem that Fang Gangfeng has been trying hard to solve.
In Fang Gangfeng's view, only constant innovation can bring unlimited business opportunities, and focus is the necessary state to ensure quality and innovation. With this dedication to focus on the chip, his corporate development is getting better and better, and now he has domestic patents. 43 Item, the outbreak of sales in 2017 ushered in an annual sales volume of 400 million units. Currently, the domestic and world market share has reached 75% and 50%, respectively, and has become a leader in the general-purpose single-chip microcomputer industry.
After the development of the company, Fang Gangfeng wanted to expand outwards. When he returned to Pujiang, the changes in his hometown made Fang Gangfeng brighter. The beautiful ecological environment and the clean government environment suddenly attracted him. Fang Gangfeng decided to make a decision. The new company will be located in Pujiang.
In the eyes of Fang Gangfeng, it is always a mission and a responsibility. He told reporters that the new plant in Pujiang is about to start construction. After the completion of the construction, his entire company will gradually Pujiang Transfer. Pujiang Micro-Communications
5. The first "heart chip" that will change color
Professor Zhao Yuanjin of the State Key Laboratory of Bioelectronics of the School of Biomedical Engineering, Southeast University showed that 'Heart chip' (right) and its production materials (photo taken on April 2nd).
Xinhua News Agency reporter Sun Shenshe
Science & Technology Daily News (intern reporter Deng Kaiyue and reporter Zhang Yan) A one-dollar coin-sized 'heart chip', after injection of drugs, undergoes a color change that can help researchers observe the beating of cardiomyocytes to achieve the effect of a test drug. The reporter recently learned from Southeast University that the school's research group Zhao Yuanjin has developed a 'heart chip' with microphysiological visualization capabilities, which is the world's first achievement.
'Organic chip' is a bio-implantation of micro-organs instead of living organisms on microfluidic chips to achieve the effect of clinical trials, more economical, faster, and non-invasive. Since the rise of the 'organ chip' in 2000, the technology core Patents have been controlled by the United States.
'Our 'cardiac chip' uses a self-developed living structural color material, which allows more intuitive visualization of changes in cardiomyocytes compared to conventional flexible materials used in foreign 'organ microchips'. Zhao Yuanjin, head of the research group Introduction.
Inspired by the color of the chameleon cell's regulatory structure, the research group developed a hydrogel elastic film with micro-grooves on the surface, namely a living body structure color material. This jelly texture, the colorful elastic film contains a series of tiny hole-like structures inside. When microfluidic technology is used to inject a culture fluid loaded with active cardiomyocytes into a 'chip' covering this special membrane, the stretched, contractile, elastic gel film is driven to the same The volume or morphological changes. Due to the change of the crystal arrangement inside the gel, the interference effect between the reflected light will change accordingly, so the cardiomyocytes can be visually represented by different colors. When the drug enters the 'chip', Causes the 'response' of the cardiomyocytes, the film changes, the color changes, and the efficacy of the drug can be determined.
Zhao Yuanjin told reporters that if the 'heart chip' can be mass-produced, the cost of a single chip is only 200 yuan. Next, the research team will create individual 'heart chips' and continue to develop 'pulmonary chip' and 'kidney chip' to form a complete The 'human body chip' structure constructs a dynamic robot with self-feedback function.
The research results have been published in the international journal "Science · Robotics" recently.
6.Pudong promotes talent development 35: Decentralization of permanent residence recommendation rights to scientific research leaders
In recent years, Shanghai's Pudong New Area has increased its talent resources to 1.37 million, including 36,000 overseas talents;