The following is a partial interview:
Moderator: Hello friends, welcome to Fortune Watch, I am the host Yan Fei, today we have invited all of you old friends, professional investment manager of the semiconductor industry, Chen Qi. Mr. Chen, Hello.
Chen Qi: Hello host, everyone.
Moderator: We are still following the old rules. Let's take a look at Mr. Chen's resume for a new audience, and get to know our guests. Let's take a look at some professional topics and discuss them well.
Moderator: Welcome back, the first two times we were from shallow to deep, especially for the first time, but also brought a model to show you how semiconductors are going on. Later, for the second time, we were much deeper than the first time. Today, Mr. Chen comes with a lot of dry goods of his own. What are you going to talk about this time?
Chen Qi: Let's dive into the industry and tell everyone that everyone has been paying close attention to the issue of chip localization, some in-depth information and information about the industry.
Moderator: What we are actually paying more attention to today is what problems should be solved in the process of localization of the chip, and what is the current status? Let me briefly introduce it, and then give you an in-depth interpretation based on your research.
Chen Qi: Ok. We have been talking about the localization of chips. This topic has been said for a long time. But the localization of chips is a very difficult thing. It’s not called semiconductors. It’s the first time I’m on the show. It is called 'the most difficult bone in history', not good. We will encounter many difficulties in the process of localization of the chip. Today we mainly tell you some depth about this industry. information.
At present, there are two lines of localization. One is the design company, and the other is the material and equipment. Let us first review the semiconductor industry chain when we first talked about the industry. Layer: The top is the basic industry chain, including materials, consumables, equipment, auxiliary manufacturing, and EDA and IP. EDA and IP are used by design companies. The middle is the core industry chain, chip design company, chip manufacturing company and packaging. Testing companies, many listed companies have also passed through. The following is the terminal demand industry chain, such as PC, communications, industrial control, including our consumer electronics, smart home, these are terminal application markets, is the terminal needs of semiconductors. .
The localization of the chip should be carried out simultaneously by two routes.
First of all, IC design company is dealing with the terminal market. You give me the demand. I will develop a new chip according to your needs. This is the localization of the terminal demand side. The chips we used before may be foreign. Imported. Now some domestic chip companies have slowly started to do it. For example, Huawei Hisilicon, we have used its chips in our mobile phones, and squeezed some of Qualcomm’s market share. Also included is Xiaomi’s mobile phone. Do your own chip, there are 澎湃 series. This is the terminal demand industry chain, the mobile phone is just one piece. There are thousands of terminal needs, I said last time, there are thousands of kinds, this market is very big, this is me Secondly, IC design company has a leading role, you take care of this market.