However, as the air-conditioner boss, Gree has undoubted manufacturing capabilities in the field of air-conditioning, but whether it can make a difference in the field of chips, is questioned by the outside world. After all, compared with home appliances, the chip industry has high threshold, high input cost, cycle Also longer.
A few days ago, when talking about chips, Gree founder Zhu Jianghong said: 'Gree is a high-end chip, I don't have much confidence.' He said that the main chip of air-conditioning is a very advanced chip, which is generally dependent on imports. Now (enterprise) to do Chip, need to accumulate, this is not a day or two or a year or two.
However, Dong Mingzhu is very firm on 'making chips'. She believes that Gree is going to challenge. Recently, she said that Gree is already making chips on his own. Although many people outside are not optimistic and think that they have to invest a lot of money, money is not the main problem. The main question is whether there is confidence.
In the field of home appliances, in addition to Gree, TCL has long been in the chip field, and it also teamed up with the chip crocodile purple light to jointly open up the world.
Li Dongsheng, chairman of TCL, said in an interview with Securities Daily that TCL has set up an investment industry fund for semiconductor chip integrated circuits. 'We are mainly investing in chip design projects. Currently, two projects have been successful, one of which is a chip company. Already listed, there will be other companies listed in the future. 'But he said that TCL will not easily enter the field of wafer chip manufacturing.
In general, chip investment is divided into two categories: investment in wafer chip manufacturing and investment chip design. The chip industry is an ecological chain, from design, manufacturing to packaging testing, there are professional companies, the main chip design companies have Qualcomm, MediaTek, Broadcom, while TSMC, SMIC (9.31 -0.75%), Yangtze River Storage and other companies are mainly do wafers, they are only focused on their own fields, generally do not cross-hunting.
Li Dongsheng said: 'The investment level of wafer chip manufacturing is hundreds of billions. We will not invest in this industry because we don't have so many resources. And TCL's investment is in the field of chip design. I have noticed that some companies say that Investing 50 billion yuan to make chips, I believe that this investment volume is about chip design. If you really want to do wafers, 50 billion yuan is not enough.
He warned: 'Home appliance companies' jumped to the 'unfamiliar field risk, the domestic and international chip gap is large, 20 years to 30 years behind.'
Shen Meng, executive director of Xiangxi Capital, believes that: 'The chip industry generally has three modes: full industry chain, chip design, and foundry. The first type of investment is the biggest, the risk is also large; the second type of investment, the risk is relatively small, but the competition is also The most intense; the third kind of investment is large, the risk is small, mainly relying on the scale cost, technology leading edge to compete for orders. The risk of the general enterprise entering the chip field is still very high.