Integrated circuit industry policy consultation, before and after doing five or six years, really want bb a few words of the 'proposal'.
Why don't you want to talk about it? Look at this Hu JB's tossing situation and feel cool and transparent.
'Increase investment' or 'simplification mechanism', this is a long-standing issue in the choice of development policy for China's semiconductor industry. Upstream manufacturing, midstream design, downstream packaging, export-side applications, and five or six years of research have run down, I Deeply felt that this industry could not develop. It was not an 'input' problem but a 'mechanism' issue.
For a long time, the government's involvement in the development of the industry was 'wishful thinking, subjective judgment', and the way in which TFTs were used to pay for money from one generation to the next in BOE.
In the 909 project, looking at the foreign IDM model, and painstakingly squeezing money out of the Prime Minister’s fund, just exposed the dawn, the international industry began to fully shift to the OEM model, IDM declined, and TSMC’s rise. Many of my teachers and young people took youth and blood. Squandered on a pile of scrap copper rotten iron.
In the OEM era, the key to development is to have a strong chip design industry to support the independent chip generation industry.
Well, we once again worked hard to get rid of the nation’s 17 ICCs (Integrated Circuit Design Centers) and invested heavily to try to accelerate the Chinese chip design industry by increasing support for common technologies and platform conditions. development of.
As a result, most of ICC's operations teams are not based on integrated circuit design background. They hold the money invested by the state. They do not know what to do, but also want to preserve and increase the value of state-owned assets. They also need to create a set of support for enterprise development. The shelf comes.
Ever since, most of the money has been spent on EDA software and various types of integrated test equipment. Are these things good or bad? Well, what was the domestic company at that time?
Everyone understands that their own workstation server, 100,000 sets of pirated EDA design software, use the 666, for the most purposes for future reference, before the product is put into the film, when ICC rents a few hours of software machine, run point data coping check .
Test equipment? Small companies that produce less than 1KK each month, use this thing to commit suicide, the cost is too high, when the equipment is tested, the test plan is designed, the board is made, the amount of TE, 1kg is not enough, how much will Nima make? Money, is it enough?
Therefore, a large amount of national investment becomes a pile of 'cold' hardware and software assets, lying in the ICC building. In those years, the only 'support' is the major EDA and self-test equipment. China's CEOs, in the United States, have not sold so much, so many sets of orders.
BOE's 'success' once again convinced officials in charge of industrial policy that 'concentrating on major issues' is a success in a similar cornerstone industry. As a result, various 'big' projects were launched. .
The highly specialized division of labor in the integrated circuit industry is far from comparable to the panel industry. If you surpass the status quo of the industry, you may be able to spend money on some single points in a hurricane and sudden advancement. However, large units cannot follow up, and inevitably they will eventually fall into a quagmire. awkward.
Not in their place, not in their own hands. Being in the arena, you are not worried about the temple. There are only two sentences that you would like to say to those former colleagues who cannot hear you:
The future of the Chinese chip industry is that in those SMEs that are most close to the market, please give them a huge sum of money. They need not really much, tens of millions of inputs, and the right opportunities will give birth to a Divide the unicorn in the field only.
Although it is important to make achievements, these facts without merit can only be worthy of the slogan 'China can't lose'. After all, we really can't lose.
Pen throw, long sigh.