For example, Ni Guangnan, an academician of the Chinese Academy of Engineering, said that from the overall industrial chain of the chip, if every link is indeed a big breakthrough, but if a certain link, such as chip design, is still possible, the processing of chips is often only A few large companies can afford it, and the scale of production is very large. It is difficult to push with too little investment. But chip design companies have a lot in China, because designs can often be applied to applications, and small companies can do it.
Therefore, Ni Guangnan believes that there is no problem in chip design like Gree, but it is not realistic to cover the entire industry chain. Because of the need to invest, Huawei has invested in chips for many years, and there is a certain accumulation, so it can be made. The chip is more complicated. It doesn't mean that it can be done in a year or two. The complexity of the chip is different. It can be done in two years or so, but it is a relatively simple digital chip, which is not demanding. From a professional point of view, Ni Guangnan believes that China is currently On the chip and abroad, the gap between general-purpose digital chips and design chips is not much. In some special chips, more complicated chips, maybe we have not done before, there are gaps, this is in design, and manufacturing The gap is bigger.
For example, at Huawei Fellow and some European Institute seminars, Huawei founder and CEO Ren Zhengfei emphasized: 'We also need to strengthen investment in basic research, and hope that the cost of basic research will be from 15 billion to 20 billion US dollars per year. More ones are drawn, for example, 20% to 30%, so that between $3 billion and $4 billion is invested in basic research each year.
At the same time, Ren Zhengfei mentioned that the chip is in a hurry, not only the process, equipment, consumables, the stock market is too much for the money. We still have to be down-to-earth, we know that we are behind in the cloud, artificial intelligence. Many, can't catch up in a bubble. On these issues, we need a strategic plan with a higher vision.
Li Dongsheng, chairman of TCL Group, said that Gree is too risky to jump into unfamiliar areas as a home appliance company. As an insider engaged in chip investment, Li Dongsheng told Dong Mingzhu in an interview that some people invested 50 billion yuan to make chips. 50 billion yuan is not enough. Home appliance enterprises have high risks in jumping into unfamiliar areas, and the gap between domestic and foreign chips is large. China is currently 20 to 30 years behind developed countries.
Gree has announced that it has invested heavily in chip development. It is closely related to the recent ban on the sale of chips by the United States and the operation of the company. The experience of ZTE has made more than 2,000 enterprises in China recognize the 'coreless pain'. Dong Mingzhu even Said, and strive to let Gree air-conditioning all use their own chips developed next year.
Analysts believe that the chip industry technology update iteration speed is fast, and talents, capital intensive, Gree riskly challenge the risk; Gree founder Zhu Jianghong is even more blunt: 'Gree do high-end chips, I have not much confidence.' And Dong Mingzhu But said that money is not a problem, the most important thing is to have confidence.
In fact, the chip industry includes design, manufacturing and packaging testing. As the core of high technology, the chip industry has always been highly concerned by domestic enterprises. However, because of the long-term distribution of the whole machine enterprise supply chain in China, it has been put into production. Outsourcing, cost performance, efficiency, etc. Indeed, global procurement is more conducive to the rapid entry of enterprise products into the market and enhance competitiveness. The investment in chip investment, especially in manufacturing, is very large, with tens of billions or even hundreds of billions of dollars invested in short-term. In recent years, with the support of national policies, China’s annual investment in the chip field has exceeded 100 billion yuan, but in the field of high-end chips, it still has a big gap with the international advanced level. In the field of manufacturing, the current mainstream technology level is behind the second generation of foreign countries. However, ZTE’s case has indeed alerted the domestic business community. If you don’t master the core chip technology, you will never get rid of the hidden dangers of being stuck by others. To grit your teeth for investment and development.
Gree invested 50 billion yuan for chip development, and the intention is good. As a leading company in the field of home appliances, it should take a step forward in this respect. 'Gree masters core technology' 'Good air conditioning Gree make' These slogans are familiar, but Gree also We must respect the law of the development of the chip industry. I hope that it is not realistic to develop an independent chip by increasing investment in a short period of time. The chip industry must 'sit on the bench for 10 years cold', and it can withstand loneliness and suffer defeat. It’s a year and a year to invest, but it’s been a constant investment in the past eight or eight years. Just like Huawei’s low-key and pragmatic little bit, it’s possible to make progress in the field of self-developed chips. Dong Mingzhu said, next year’s use. On the chip developed by Gree, this is a bit too anxious, earning some eyeballs, it may be difficult to do it.