The ban on ZTE has become a stormy eye for public opinion for a time.
From the perspective of the distribution of industries, the United States, Japan, Germany, South Korea, and China are the major producers of semiconductor products. The United States has always maintained its leading position in semiconductor technology. While people are talking about different opinions, what the industry thinks is more To promote the development of the integrated circuit industry well, making China's IC (integrated circuit) product structure toward high-end.
The "Daily Economic News" (hereinafter referred to as NBD) reporter interviewed the Secretary-General of the China Semiconductor Investment Union Wang Yanhui on April 18. In Wang Yanhui's view, this incident did indeed give the Chinese semiconductor industry a wake-up call, potentially promoting the relevance. The department has increased the cultivation and investment in the semiconductor industry. For the development of the semiconductor industry in 2018, Wang Yanhui's key words are 'clear reality' and 'ambitious'. This alarmed the semiconductor industry.
NBD: In your opinion, after the ban on ZTE, will it affect other related companies?
Wang Yanhui: The fact that ZTE is banned by the United States for 7 years is essentially a part of the trade friction between China and the United States. To truly resolve it, it also requires negotiations between China and the United States. Currently, whether or not it will have a relevant impact on the company will require related departments. Further communication and negotiation.
The whole incident undoubtedly sounded the alarm for the semiconductor industry, but it will not affect the pace of development of the Chinese semiconductor industry. In my opinion, the number of ZTE banned by the United States for seven years does not necessarily have no room for negotiation. With both parties' communication and In consultation, the future may be shortened.
NBD: What are the development characteristics of current IC related components?
Wang Yanhui: The IT industry has always been known for its rapid development. This is a fast-growing, rapid iterative field. It will be eliminated when it is inattentive. Integrated circuits are one of the core products of IT products. To take stock of changes in the IT industry, the chip will surely bear the brunt of it. Over the past 10 years, the IT industry has been growing at a rapid rate, and the development of integrated circuits has been accompanied by growth in the IT industry. High-end processors are still difficult to self-sufficient
NBD: As a member of the investment alliance, what factors should you consider when choosing the investment target?
Wang Yanhui: In my opinion, there is a situation in China's semiconductor market where there is a lot of "less glutinous rice". Sometimes, capital wants to support the industry, but there is no suitable target for investment. At present, domestic government fund investment and private enterprise investment are the mainstream, except The industry’s common technical focus is relatively speaking, industrial funds tend to focus more on industrial support and fostering, and private companies value investment returns and returns more.
NBD: At present, there are also many listed companies in China’s capital market that have laid out the semiconductor industry. What are the characteristics and what are the shortcomings?
Wang Yanhui: There are a lot of listed companies, but the overall scale is weak, and there is a gap between operating income and international giants.
The integrated circuit listed companies in the entire capital market are still in the era of “Spring and Autumn and Warring States”. Many companies have already established a foothold in the industry and have identified market positioning. However, they lack the ability to benchmark against internationally renowned companies. In the field of general-purpose processors, Hass and Spreadtrum As a representative, it has basically entered the mainstream players in the world, but the high-end processors (such as desktop computers, server areas) and foreign countries are very different, and it is difficult to be self-sufficient. 'Cognitive reality' and 'Ambitious'
NBD: According to analysis in the industry, the current semiconductor industry in mainland China is still in the third tier. Do you agree with this view?
Wang Yanhui: This evaluation is not necessarily accurate. According to semiconductor general-purpose storage, digital ICs, analog ICs and OSD devices, China currently has a certain amount of output and influence in niche-type storage, and the general-purpose storage domain has begun to expand. Large storage bases will be mass-produced at the end of this year or early next year. However, most Chinese products can indeed be replaced at the middle and low end. The high-end market is a short board that cannot be ignored. We must not only see the progress of the Chinese IC industry, but also Recognize the difference.
NBD: The "National Outline for Promoting the Development of the Integrated Circuit Industry" shows that by 2020, the average annual growth rate of sales revenue of the integrated circuit industry will exceed 20%. Do you think that this expectation can be reached in the future?
Wang Yanhui: In my opinion, there should be no problem in achieving such sales revenue. However, it should be noted that whether or not changes can be made in the consumption structure. As the high-tech industry, the IC industry can only work slowly and slowly, and cannot just ignore the quantity and ignore it. quality.
NBD: What do you think is the key word for the development of integrated circuits in China in 2018? What stage will be in the next 3 to 5 years?
Wang Yanhui: I think this year's key words may be 'ambitious' and 'clear to reality'. On the one hand, the ZTE ban will cause relevant departments and companies to increase their investment in the industry and cultivate their efforts, but at the same time Let more people make deep reflections, recognize the differences in reality, and quickly seek direction.