1. Ni Guangnan: Don't expect to return to the chip industry in one or two years;
'Self-controllable is the premise. There is no autonomy to control other security.' On July 11th, at the 4th Summer Summit of Chinese Maker, the Chinese Academy of Engineering academician, computer expert Ni Guangnan emphasized the self-controllable through video speech. The importance of the problem.
In his view, to meet the requirements of technical security, we must first solve the problem of independent controllable. For the development of the chip industry, he said that chip manufacturing is close to the traditional industry, and it takes a decade or two to keep doing its perseverance. He hopes that the investment community can invest in the chip industry with a long-term vision.
Quick summary of the golden sentence:
For some important projects in the future, first look at the product, the service meets the requirements of not satisfying the autonomous control. If not satisfied, even if the price is good, it is not reliable.
'Zhongxing Incident' let everyone feel the importance of the chip. Our main problem is that there is no core technology, and the image is said to be 'lack of heart and soul.' If the chip is likened to the heart of an adult, the soul refers to the basic software, without the heart, Of course not without a soul.
The production of integrated circuit chips must have long-term preparation and investment. Don't expect to get a return in two or two years, two or three years. I hope that the investment community can really use the funds in the places where they need them, and look beyond the distance. Invest in projects that are easier to see and that can be effective in the short term.
On July 11, Academician Ni Guangnan was unable to attend the summit due to important meetings. On the eve of the summit, we interviewed him on issues such as 'China Core'.
The following is an interview with Ni Guangnan, after looking for China Maker (ID: xjbmaker):
Talking about autonomy and control:
No technical security without autonomy
After the 'Zhongxing incident', everyone paid special attention to the problem of self-control.
Network security is a complex issue, and it is related to technology, rules and regulations, management, personnel, etc. But among many factors, technical security is particularly important, and there is no technical security, which means that other measures in network security may be useless. Therefore, we must achieve network security through technical security.
Technical security also requires many measures, but there is a precondition that it is self-controllable. Network products and general products, such as traditional industrial products, agricultural products are very different. The safety of traditional products is easy to measure, through evaluation Know, and can calculate, these are traditional security. And network security is non-traditional security, a big difference between them is controllability.
For example, if a car is not exhausted, parts, and tires are not in service, it can be used safely. But a network product, such as a driverless car, is largely safe or not. Attack, if the car is hacked, the car may be driven away, or hit anywhere. This controllability is that the network products are very different from the traditional products.
In a nutshell, the security and control of network products actually talks about two areas, one is security, and the traditional meaning. The other is controllable, controllable should be unique to network products. So the security of the network is special. To emphasize these two aspects.
In order to meet the requirements of technical security, we must first solve the problem of self-control and then solve the security and credibility.
Beijing News reporter Wu Jiang
However, self-control is the premise. Without self-control, we can't talk about other security. Just like the unmanned car I just gave, if you can't control it and you can easily be attacked by hackers, then you can't talk about security.
According to this line of thinking, I suggest that some important projects in the future, some plans, whether it is planning, bidding, or acceptance, evaluation, should be independent of control as a dimension of evaluation.
It is conceivable that for some important projects in the future, first look at the product, the service meets the requirements of not satisfying the autonomous control. If not satisfied, even if the price is good, it is not reliable. If you know some products in advance, some solutions only rely on some A company's products, then we may need to find a second source of channels, or similar raw materials, devices. With this concept, there will be a record plan, if necessary, can top, so as not to cause the entire production to pause.
Looking back at the 'Zhongxing Incident', it also proves that if we can adopt autonomous control as a system and implement it in the evaluation of network security, we can effectively avoid or reduce the loss of 'Zhongxing incident'.
Talking about chip development:
It takes time to make up the short board, and you can’t make quick success.
'Zhongxing Incident' let everyone feel the importance of the chip. Our main problem is that there is no core technology, and the image is said to be 'lack of heart and soul.' If the chip is likened to the heart of an adult, the soul refers to the basic software, without the heart, Of course not without a soul.
Why do we need to pay attention to the chip now? Because the chip industry can't do it all at once, it takes a lot of effort to break through a very important core technology.
There are two issues to note here:
First, we must pay attention to the chip industry to analyze, because the chip industry as a chain of industry is relatively long, covering a wide range, from upstream to downstream, all links must be carefully analyzed.
In terms of chip design, China has done a good job. The number of Chinese chip design companies is definitely the largest in the world. We can design very good chips. For example, the chips used in supercomputers in Taihu Lake are designed by ourselves.
At present, our short board is mainly concentrated in chip manufacturing, including manufacturing process, materials, equipment, testing, packaging and other supporting industries.
Second, it is necessary to make up the shortcomings in this respect. One of its characteristics is that it requires a lot of investment.
IC manufacturing is a capital-intensive, talent-intensive, technology-intensive industry. The country has spent 140 billion yuan in the first phase of the National IC Industry Fund, and more social funds. The second phase of the country will continue to support, I believe it will drive more society. funds.
In addition to funding, it is also necessary to strengthen talents and investment in technology. While raw materials and equipment are relatively close to traditional industries, its development takes time. I think it takes another 20 years to develop integrated circuit manufacturing. You can't be quick and quick, you have to do it in a down-to-earth manner.
We must be determined to make up the shortcomings including integrated circuit manufacturing and chip manufacturing, and we must work tirelessly. We must be persevering, innovation is always a life of death, chip manufacturing is close to the traditional industry, it takes a decade or two. Keep your perseverance to do it. In addition, we must find the right focus, and we must be able to give full play to our advantages, such as taking advantage of the system and concentrating on breaking through the shortcomings of the chip, instead of spreading the funds to many projects, the results are not good. .
Of course, we must also combine the advantages of the market mechanism. I believe that we can make up this shortcoming faster and better. The 'Zhongxing incident' should accelerate the process of promoting the development of the chip industry and increase our investment in this area. Strength.
Talking about technological innovation:
National industrial policy and corporate innovation are essential
It is important at the national level to achieve self-control, strengthen basic technology research and development, and build an innovative country.
Some people say that the market economy is mainly the market, but it is not complete. I think the government's layout in industrial policy is very important.
In 2000, in order to support the development of software and integrated circuits, the State issued the "Notice of the State Council on Printing and Issuing Certain Policies to Encourage the Development of the Software Industry and the Integrated Circuit Industry." This document is actually a good industrial policy, providing taxation to software companies. Offer. This policy has enabled the software industry to develop rapidly.
According to the statistics of the Ministry of Industry and Information Technology, the total sales of the software industry in 2000 was 59 billion, reaching 5,000 billion in 2017. It has increased by almost 100 times in 18 years. From here, we can see the importance of industrial policy. With the short chip board, national support is very important. The national industrial policy, including the integrated circuit industry fund and other related preferential policies, is very important for the development of this industry.
Our historical advantage is to concentrate on doing big things. We have to learn the two-ball and one-star space spirit. This is very obvious in the Beidou. Satellite navigation systems require both aerospace technology and network technology. In these two areas. In terms of integration, the national system has played a big role, because no company can do this. We should learn from the experience of Beidou, emphasizing that the country is leading in some major projects, such as major areas such as chip shorts. effect.
Beijing News reporter Zhu Jun photo
Of course, we hope that the market mechanism can be well combined, and the advantages of both can be exerted.
In addition, as the main body of innovation, enterprises should play the role of enterprises. Nothing can be done as an industrial entity in any business, and no country or other unit can do it.
With the enhancement of their capabilities, Chinese companies are now able to do more and play a very good role. For example, in the world ranking of information, Chinese companies have taken up considerable weight.
We are very happy to see that after the 'Zhongxing Incident', many companies did not do this. For example, BAT, which is not a chip-based Internet company, has also expressed its intention to invest in the development of China's chip industry. This shows that the company's vision is getting longer and longer, and its ability is getting stronger.
I believe that with the enhancement of the innovation capabilities of Chinese companies, as their awareness increases, some shortcomings can make up for it faster.
Talking about capital investment:
The chip project has a long period of investment and needs a long-term vision.
Capital plays a very important role in driving innovation, especially for some key projects.
For software projects, we tend to put talent first. But in the chip project, the role of funds is great. If there is no fund, talents will not play a role.
Many investors in China used to be interested in projects that are easy to be effective in the short term, such as real estate. The projects such as chips have a long cycle, unlike some projects that have seen returns in a few years, and the amount of investment is also large. Ordinary production lines may be (to be invested) two or three billion.
For example, BOE, which is a LCD screen, is now very influential in the world, but it takes about ten years to make a profit. So investing in the chip industry, especially in manufacturing, must have long-term mental preparation and a decade or so. .
In fact, this is not surprising. Traditional industries are like this. For example, Airbus has a profit only after 30 or 40 years. We would rather consider the production of the chip industry as close to the traditional industry.
The production of integrated circuit chips requires long-term preparation and investment. It takes a year or two to look forward to not paying off in one or two years and two or three years. I hope that the investment community can really use the funds where they are needed. Keep your eyes a little farther, don't invest your money in projects that are easier to see and work in the short term. Find Chinese makers.
2. Ministry of Industry and Information Technology: 32% of the more than 130 key basic materials are blank in China and 52% are imported;
According to the report of Chinanews.com on July 13, Xin Guobin, deputy director of the Ministry of Industry and Information Technology and director of the National Leading Group for Manufacturing Power Construction, said on the 13th National Expert Forum on Manufacturing Power Buildings on the 13th. China's manufacturing industry's development achievements often tend to avoid weaknesses and exaggerate the results. China's manufacturing innovation is not strong, and the shortage of core technology has not changed fundamentally.
Xin Guobin said that in the past 40 years of China's reform and opening up, the development of the manufacturing industry has achieved remarkable achievements. Especially since 2010, the added value of China's manufacturing industry has ranked first in the world for many years. The development of high-tech manufacturing industry is good. Currently, it accounts for the above-scale industries. More than 12% of the total, manned space flight, high-speed railway and other areas to achieve major breakthroughs, artificial intelligence, Internet of Things, big data, cloud computing, blockchain and other new technologies, products, models, etc. continue to emerge, a group of technology into the international The first square of the market.
Xin Guobin said that while seeing the results, it is also necessary to clearly understand that China's manufacturing innovation capability is weak and its dependence on foreign countries is high. It is still in the middle and low end of the global industrial chain and value chain as a whole.
According to reports, the Ministry of Industry and Information Technology survey of more than 130 key basic materials in more than 30 large enterprises across the country shows that 32% of key materials are still blank in China, 52% rely on imports, and most computers and servers are 95% high-end processors. Specialized chips, more than 70% of intelligent terminal processors and most of the memory chips rely on imports. In the field of equipment manufacturing, high-end CNC machine tools, high-end equipment, launch vehicles, large aircraft, aero engines, automobiles and other key parts finishing lines 95% of manufacturing and testing equipment relies on imports.
'We have decades of gaps with developed countries, and the road to building a strong country is still very long.' Xin Guobin said that efforts should be made to do the following five aspects.
First, the deepening of institutional reforms should be regarded as a 'head of the artillery', and efforts should be made to create a good development environment. Promoting the high-quality development of the manufacturing industry should further deepen the reform of the 'distribution service', optimize the business environment, promote the reform of the national defense industry, and monopolize state-owned enterprises. Reform, play a decisive role in the allocation of resources in the market.
The second is to focus on improving the innovation capability of the manufacturing industry. However, some places are eager for quick success, blindly follow the trend, and speculate on the so-called new technology and new industries. They must be highly alert and resolutely correct.
The third is to take the supply-side structural reform as a breakthrough and accelerate the transformation and upgrading. On the one hand, it is necessary to develop strategic emerging industries and advanced manufacturing industries; on the other hand, it is necessary to steadily degenerate and dispel old kinetic energy, resolve excess capacity, accelerate the improvement and upgrading of traditional industries, and promote The overall industry chain has been upgraded overall.
The fourth is to exert the role of a new engine led by informationization drive, deepen the integration of information technology and manufacturing. The world is entering a period of economic development led by the information industry. The digital economy has become an important driving force for economic and social development. Can it be grasped? The opportunity of digital development determines whether the goal of manufacturing a strong country can be achieved.
Fifth, focus on building high-quality development carriers and cultivating a number of high-quality, high-efficiency manufacturing enterprises. To achieve high-quality development of manufacturing industry, both leading enterprises and small enterprises are needed, and development support for small and medium-sized enterprises should be increased. Specialized giant giant enterprise. Observer
3. Zhongying Electronics AMOLED driver chip will increase its net profit in the first half of this year or mass production;
Recently, Zhongying Electronics Co., Ltd. (hereinafter referred to as 'Zhongying Electronics' or 'Company') has received collective investigations by institutional investors. In the process, Zhongying Electronics' AMOLED driver chip business caused widespread concern among researchers.
Pan Yide, secretary of the board of directors of Zhongying Electronics, said that the company's products are self-developed and R&D technology is solid. In the past one or two years, the company's main growth opportunities come from motors, lithium battery management chips and home appliance master chips.
In 2017, the company's subsidiary, Xinying Technology, expanded its R&D team. In 2018, the investment in AMOLED research and development increased. The main reason is that AMOLED display driver chip masks are expensive. There are at least four companies that do AMOLED driver chips in China, mainly in the research and development stage.
Subsidiary Xinying Technology, in the first quarter of 2018, sent samples to customers to verify a FHDAMOLED display driver chip. It has passed functional verification and is undergoing reliability verification. This year, it has the opportunity to enter mass production. This year, new products will continue to be launched. The technical strength of Xinying Technology in AMOLED display driver chip is gradually recognized by domestic panel manufacturers, and it has also entered the 40nm high-tech area with low power consumption in synchronization with international first-class chip companies. Technical basis, confident to seize the opportunity of China's AMOLED industry outbreak.
In addition, Zhongying Electronics has business contacts or contacts with many domestic panel manufacturers. The new products are not for a single customer, and will cooperate with the panel factory to improve the yield. It is necessary to wait for the release of the domestic AMOLED screen factory capacity. The products are mainly used in mobile phones and On wearable products, the main competitors come from overseas.
The company's customers are mainly domestic panel factories, which can be close to customers. The state attaches great importance to this industry chain and will have support in policy. Nearly one, within two years, it is still the initial period and construction period of the domestic AMOLED industry, starting in the next few years. Gradually there will be more capacity release, and the company will continue to invest in research and development.
It is understood that Zhongying Electronics is a leading enterprise in the field of integrated circuit chips for long-term work in the field of integrated circuit chips. It is actively supporting the localization of chips in national policies. The willingness of customers to cooperate with national policies to adopt domestic chips is likely to increase. Customers are not only guaranteed in production quality, but also more competitive in products.
Zhongying Electronics adopts Fabless operation mode, focusing on IC design and sales business, outsourcing chip manufacturing and packaging test processes, which is beneficial to the company to improve IC design level, reduce product production cost and expand market share.
The company can focus resources on technological innovation, and develop IC chips with independent intellectual property rights and differentiated from other products in the market by developing industry-leading technologies, thus maintaining high added value.
A few days ago, the company released a performance forecast. It is estimated that the net profit attributable to shareholders of listed companies from January to June 2018 will be 7.6 million to 8.557 million, a year-on-year change of 25.00% to 33.00%.
The company said that sales in the first half of the year increased year-on-year, and the average gross profit margin did not change much, which drove the company's profit growth. The sales of the company's product lines increased year-on-year, among which the sales of lithium battery management chips and motor master chips increased rapidly. Securities Daily