1. Shanghai Xinsheng large silicon film is verified by Hualiwei, and the monthly production capacity will reach 100,000 pieces at the end of the year;
Set micro-network news (text / lee), July 23, Shanghai Xinyang said on the interactive platform that the company's shareholding in Shanghai Xinsheng's latest construction plan will reach 100,000 pieces per month by the end of 2018. Shanghai Xinsheng positive film is currently passed The verification of Shanghai Huali Microelectronics has not passed the verification of TSMC.
Previously, Shanghai Xinyang said in the report that Shanghai Xinsheng 300mm large silicon wafer project has started to provide positive film certification to chip foundry companies such as SMIC in the second quarter of 2017. In 2017, the film was realized. , test film and other products sales, silicon certification work all goes well.
It is reported that Shanghai Xinyang Semiconductor Co., Ltd., a shareholding subsidiary of Shanghai Xinyang, is the main body of the first 300mm large silicon wafer project in China. At present, Shanghai Xinyang holds a 27.56% stake in Shanghai Xinsheng, which is the second largest in Shanghai Xinsheng. Shareholders, its largest shareholder is Shanghai Silicon Industry Investment Co., Ltd., with a shareholding ratio of 62.82%. The company is developed by National Integrated Circuit Industry Investment Fund, Guosheng (Group) Co., Ltd., Wu Yuefeng, New Microelectronics, Jiading Industrial Zone ( Group) Co., Ltd. initiated the establishment. (Proofreading/Lee)
2. How to make the 瀚 micro AI chip intelligent?
Micro-network news, as the leading enterprise in the design of domestic security video surveillance chip, Fuyi Weizheng will benefit from the domestic smart city, smart home and other demand for security surveillance camera chip, has cut into the leading domestic security products manufacturers, the performance is steadily improving So, how can FusionExcel's products remain competitive? With security video surveillance, how can the rich micro-AI chip be intelligent?
A few days ago, Feng Xiaowei, secretary of the board of directors of Fu Weiwei, and financial director Feng Xiaojun answered the above questions when accepting investor research.
Investors: How can the company's products remain competitive?
Fu Weiwei: The company has high-quality customer resources, and has obtained first-line technical demand feedback quickly, which can accurately locate products that meet market demand; benchmarking market leaders, through independent research and development and innovation, quickly iteratively upgrade products, establish in the market competition Self barriers.
Investors: The company's fundraising project 'Ultra HD video coding SoC chip project based on H.265/HEVC video compression standard' is the current progress?
Fu Weiwei: The project has entered the filming stage.
Investors: How is the company's AI chip intelligent?
Fu Weiwei: Specific to the video surveillance field, built-in high-performance smart chip in the front-end camera, through the edge calculation, to achieve pre-processing of video image content. The company's IPC SoC products FH8830, FH8630D series have integrated intelligent modules, can implement mobile detection Measurement, face detection, humanoid detection, abnormal alarm and other applications. Future AI requirements put forward higher requirements for front-end equipment computing capabilities, and will integrate more advanced learning acceleration engines to achieve more advanced intelligent functions.
Investors: Will the company's R&D expenses shrink in the future?
Fu Weiwei: At present, the company is still further expanding its R&D technical team. The trend of high R&D investment will not change for the time being. The average growth rate of R&D investment in the company in the past three years is about 34%, and R&D expenses are expected to remain in revenue in the future. About 15%-20%.
Investors: How is the company's current progress in automotive electronics?
Fu Weiwei: Since last year, the company has invested heavily in the automotive front-loading market. Recently, the company's automotive products have successfully passed the relevant vehicle certification, and the company's first automotive-grade chip products have begun to supply to the brand automobile manufacturers. This market demand continues to enrich the automotive electronics product line.
Investors: Does the company plan to invest in mergers and acquisitions?
Fu Weiwei: The company focuses on companies that are closely related to their strategic development in the industry chain and can generate business synergies. It does not exclude outreach mergers and acquisitions to enhance the core technology competitiveness of enterprises.
3. Taiji Industrial Subsidiary signed a contract for the construction of a wafer plant construction project of 2.3 billion yuan;
China Securities Network (Reporter Kong Ziyuan) Taiji Industry announced that the company's holding subsidiary, Eleven Technology, and related party Haichen Semiconductor signed a "construction project" on the 8-inch non-storage wafer plant construction project issued by Haichen Semiconductor (Wuxi) Co., Ltd. The general contracting contract. The contract price is 2.319 billion yuan. The signing of the contract reflects the EPC leading position of the 11th technology in the field of integrated circuit industry. The signing of the contract will have a positive impact on the company's operating performance, which is beneficial to the 11th technology. Business development. China Securities Network
4. The global chip industry is highly divided. China's chip design is expected to overtake?
Southern Network News (Reporter Zou Changsen) 'Chip design is a relatively new industry and an opportunity for China.' On July 20th, the 50th Pearl River Science Lecture Hall was held at the Guangdong Science Center, Dr. Li Zilan from Guangdong Semiconductor Industry Research Institute The topic report entitled "Semiconductor Chips: From the "Zhongxing Ban" Event".
Chip imports of 260 billion US dollars
The chip is the 'neural system' of modern society. It is the core underlying technology that drives the development of key industries such as next-generation information technology and artificial intelligence. It is no exaggeration to say that without a chip, the whole world may be paralyzed. Currently, China is vigorously implementing 'Made in China 2025', accelerate the transformation and upgrading of traditional industries, the demand for chips has increased significantly, and chip technology plays a key role in China's future industrial upgrading.
For example, cars are traditionally considered mechanical products. In fact, electronic products have a very wide distribution in automobiles. The most critical in automobiles is energy storage batteries, power control (power devices and semiconductor chips), and motors. Automotive electronics accounts for the cost of automobiles. The proportion of automotive electronics will increase by more than 30%. At present, the cost of automotive electronics will reach 50% or more in electric vehicles and driverless vehicles, and it will become the most intelligent in automobiles. The key part.
China is still a big smartphone manufacturer, with many world-leading brands, and smart phones are also China's advantageous industries. Dr. Li Zilan said that smartphones are basically composed of chips + displays, most of which are composed of chip systems. 77% of mobile phones, but only 3% of the chips are made in China, China's domestic chips can only meet about 10% of the domestic market share. This directly leads to China's demand for chips is highly dependent on imports. According to statistics, China's last year's chip imports It reached US$260 billion and the trade deficit reached US$193.2 billion. The chip ranks first among China's imports, even surpassing crude oil.
The chip industry is highly divided. China is only a supporting role.
At present, the Sino-US trade war has entered a period of sawing, and the United States has been attacking China's pain point for ZTE's 'Limited Core'. The topic of how China's chips can be developed is not subject to the fact that 'China's chips can be overtaken' and other topics have been widely discussed.
Dr. Li Zilan said that the chip industry involves all aspects and has achieved a fine division of labor on a global scale. The most powerful equipment is the United States, Europe, Japan, and the United States, Japan, Japan is at the forefront, and the chip is the strongest. United States, Japan, South Korea.
It is worth mentioning that in terms of electronic products, the strongest is the United States, China is in second place. However, electronic products are downstream of chip products and are still subject to chip technology. 'Electronic products require chips, chips need materials and Equipment, these are provided by other countries, this is the core of the problem. 'I have you, but you have no me', China is in this extremely passive state. ' Dr. Li Zilan said.
Semiconductor chips involve chip manufacturing, materials and equipment, and the equipment also includes core components. Chip design requires design software and computer aid. 'The world's top three EDA (design software) companies are all American companies, and ZTE continues to operate. If you want to do semiconductor chips, you can't do it because the tools are collected. EDA software is taken from others, and the software is also embargoed. In addition, some core components of the chip may also be American. , It is not just a device that can be used, and the supporting enterprise is still in the United States. ' Li Zilan said.
In fact, in the context of the current high degree of division of labor, it is almost impossible to achieve a completely autonomous 'China Core'. At least it is difficult to develop, design, and manufacture the world's leading chips. Even the United States cannot guarantee to lead in all aspects. The materials used in the chip may be Japanese, IP is the strongest in the United States and the United Kingdom, and the lithography machine is the best in the Netherlands. The chip industry is highly divided, complex, and stereoscopic. The development of each link requires height. Innovation. The ecological barriers of the industry and the systems it forms are more complex. In the chip industry chain, you are both a customer and a supplier. The interdependence of industries is very high. But for now, in the world chip map, China It did not win the key role, which also means that China lost the weight of checks and balances with other countries, and it is also the reason why the United States dared to kill ZTE without fear.
Chip design is the hope of China's catching up
Obviously, in the context of a high degree of division of labor in the industry, it is impractical for the upstream and downstream to become bigger and stronger in the short term. But this may be achieved in a subdivision, in a certain segment. China can build a superior industry. This requires finding China's advantages, open cooperation, and precise positioning.
'The design industry is a relatively new industry. It can be said that it is an opportunity for China. China also has more opportunities. In terms of chip design, we have done relatively better.' Li Zilan said.
China is the largest market for semiconductor chips in the world. The advantage of China's semiconductors is the market. On the other hand, the closer to the market, the more demanding the application will be. On the other hand, China's enterprises make faster decisions, dare to innovate and dare to develop. According to statistics, the current global share of chip design is 11%. In the process of industrial division of labor and change, there are many opportunities for chip design in China. 'More importantly, innovation In terms of transcendence, we stand at the same starting line with foreign countries. 'Li Zilan believes that at present, China attaches great importance to independent innovation of chips, and will inject a large amount of social capital in the future. In the process, strong semiconductors The company is expected to grow rapidly, and even integrate, in some ways can be independent.
Guangdong: Combined with advantageous industries, priority support for research and development
For a long time, China's core dystocia has been the result of weak technical accumulation, weak talent cultivation ability, weak R&D and innovation capabilities, and has led to a nationwide “core shortage”, including Guangdong, the most developed electronic information industry in China.
Guangdong has the leading enterprises in Huawei, ZTE, BYD, Midea, Gree, etc., and can count the electronic information industry, most of which is also in Guangdong. But if you look at the production capacity of integrated circuits, Guangdong's chip industry is not prominent. The electronic circuit industry only accounts for 9.2% in the Pearl River Delta. Based on the long-term and arduous nature of Sino-US competition, the chip will become a conventional weapon for the US to contain China's manufacturing, and Guangdong's industrial transformation and upgrading will bear the brunt.
However, as the frontier of reform and opening up, an open market and a solid industrial foundation will create a favorable environment for Guangdong to develop the semiconductor industry and promote chip technology innovation. Li Zilan believes that the opportunity of Guangdong's semiconductor industry is first of all the advantages of combining development with the market. Innovative technology, combined with Guangdong's industrial advantages, is the focus of development. For example, through power devices, in notebook computers, mobile phones, etc., to promote system-level innovation. Chip design is also the focus, third-generation semiconductor is the direction of innovation, and Industrial integration. In terms of industrial base, home appliances, telecommunications, smart terminals, electric vehicles, etc. have already led the country's industrial scale, especially in Guangdong's home appliance enterprises, which account for half of the country's total, and the country's major RF companies. All gathered in Guangdong.
Li Zilan suggested that in order to vigorously develop the chip industry, it is necessary to promote the combination of capital and talent, technology and management. At present, there are very few demonstration microelectronics colleges in China, which leads to the lack of professional talents. In the future, we must cultivate more Mainstream, more practical talents. 'Semiconductor chips are the basic application technology, or new application technology.' Li Zilan said. In addition, a large amount of social capital will flow into the chip industry in the foreseeable time. Capital leverage and scientific management will Accelerate the innovation of chip technology and promote the orderly development of the market.
Innovation requires a lot of investment, especially in basic research fields such as chips. Li Zilan said that the investment of 10 billion yuan is not too much for chip production. The chip production line that has been built for 10 billion yuan may become backward after five years. The production line can not meet the new technical requirements, and the equipment cost is very high. 'So, to do R&D first, the R&D investment is relatively small, and the government can give priority to supporting R&D.' Li Zilan suggested. 5. Asia's largest copper-clad ceramic substrate production line is put into production in Dongtai;
On July 19, the first phase of the Jiangsu Fulede Semiconductor Project, which was settled in the Dongxin District of Dongtai City, was officially put into operation.
Copper-clad ceramic substrates are widely used in new energy vehicles, high-speed rail, subway, large aircraft, automotive charging piles and other high-power equipment. 'Before we mass-produced copper-clad ceramic substrates, the copper-clad ceramic substrates required by other domestic manufacturers are Dependent on imports. Now, our output can meet 30% of the domestic market demand, and still nearly 70% rely on imports, and domestic market demand is growing at a rate of 20% to 30% every year. 'Fooley China President He Xianhan introduced, Fuller Group authorized Shanghai Shenhe Thermomagnetic Electronics Co., Ltd. to be responsible for the implementation of the project. At present, Shenhe's module substrate is the first in the country. In fact, the only large-scale mass production of domestic power device module substrates is available. .
In recent years, Dongtai City has seized a new round of scientific and technological revolution and industrial transformation opportunities, and has developed a new enthusiasm for the development of quasi-emerging industries, and has continued to cultivate and strengthen the electronic information industry, and accurately develop the new 'blue ocean' of semiconductors, in semiconductor components, semiconductors. Materials, integrated circuit boards and other sub-sectors, quickly gathered a number of leading enterprises, and accelerate the creation of regional high-impact semiconductor industry.
Fuller Group has established two companies in Dongtai Chengdong New District: Jiangsu Fulede Semiconductor Technology Co., Ltd. and Jiangsu Fulede Quartz Technology Co., Ltd., with a registered capital of 15.5 million US dollars and 100 million yuan, investing in two projects. : Annual production of 12 million semiconductor power module copper-clad ceramic substrate projects and annual production of 300,000 high-purity precision quartz semiconductor new materials projects, with a total investment of 1.15 billion yuan, new precision oxidation furnace imported from Japan, the United States, Germany, Sintering furnace, laser cutting machine, ultrasonic scanner, high-precision ingot laser cutting machine, Japan MAZAK machining center, large quartz rotary disc machine, etc., testing equipment up to more than 600 sets.
According to He Xianhan, the world's first production is a German company with a capacity of 1 million pieces per month. Now, Jiangsu Fulede can reach the international advanced level of DCB substrate production of 350,000 pieces per month, ranking in Asia. In the first three years, the monthly output of Yancheng will reach 1 million. After the completion of Jiangsu Fulede Quartz Technology Co., Ltd., 300,000 high-purity precision quartz new materials can be formed. The company can realize high-purity precision quartz products worldwide. First, the second goal of the copper-clad ceramic substrate in the world.
6. China's integrated circuit manufacturing is good, heavy tax exemption policy!
Corporate income tax reduction policy
According to the "About Enterprise Income Tax Policy for Integrated Circuit Manufacturing Enterprises", as long as the operating period is more than 10 years and meets the following three conditions, the enterprise can be exempted from corporate income tax in the first year to the second year, the third to fifth The annual corporate income tax will be halved at the statutory tax rate of 25% and will be enjoyed until the expiration of the period.
1, is an integrated circuit manufacturing enterprise or project, that is, only investment in chip manufacturing can enjoy this policy, such as SMIC's new factory, or TSMC's fab in mainland China, like chip design companies can not enjoy this policy.
2. Invest in a new factory after January 1, 2018. That is, a new project, the new factory can enjoy.
3, is the manufacturing process compulsory better than 130nm. Considering that the mainstream technology of smart phone chips is already 14-28nm, whether it is Intel, Samsung, TSMC, Grofund, UMC, or overseas companies, or SMIC, Huali Micro- and other domestic companies have already exceeded this level, so the threshold for this condition is not high.
In addition, as long as the operating period is more than 15 years and the following conditions are met, the enterprise can be exempted from corporate income tax in the first year to the fifth year, and the corporate income tax is halved in the sixth to tenth year at the statutory tax rate of 25%. And enjoy until the end of the period.
1, is an integrated circuit manufacturing enterprise or project.
2. Invest in a new factory after January 1, 2018.
3. The manufacturing process is better than 65nm or the total investment is over 15 billion yuan.
It can be seen from this that the preferential policy of this policy is very large, which is very good for China's developing integrated circuit manufacturing industry.
China's IC manufacturing industry is expected to usher in great development
Recently, the National Integrated Circuit Industry Investment Fund is preparing for the second phase of investment. The market is expected to reach 200 billion yuan in the second phase. With the recent corporate tax reduction policy, it will provide sufficient funds for IC manufacturers in mainland China. .
Under the leadership of the state, SMIC can obtain technical support from the Belgian Microelectronics Research Center, and Liang Mengsong joined SMIC. In terms of technology, the 14nm process is no longer unattainable.
With the introduction of China's very favorable policies, it will be possible to accelerate the transfer and speed of TSMC, Gexin, UMC, Samsung and other companies to China. The cost of 28/32nm process in mainland China will further decline, memory chips The cost will be further reduced (costs will fall, prices will not fall, depending on how threatian Samsung poses to Samsung), and TSMC, Groffont will accelerate the introduction of the 14/16nm process into China. By 2019-2020, The 14/16nm process will become the mainstream process for mainland, foreign or joint venture fabs in mainland China.
Although the policy is good, the implementation is more important.
Although the policies given by the state are very good and the incentives are very strong, good policies still need to be implemented by reliable people. In the past, the country has given many very good policies, but the final results are not as good. Humanity.
More than a decade ago, the State Council issued a number of policies to encourage the development of the software industry and the integrated circuit industry. It is hoped that through policy guidance and financial assistance, after 5-10 years, China's software products will meet most of the domestic market demand. And a large number of exports; domestic integrated circuit products can meet most of the domestic market demand, and a certain number of exports, while further narrowing the gap between development and production technology in developed countries.
The ideal is very full, but the reality is very backbone. Although the country has given a lot of preferential policies and spent a lot of money, the effect is very small. Today, software such as operating system, database, EDA, CAD are basically monopolized by foreign manufacturers. The only thing domestic manufacturers do is a variety of application software, such as QQ, WeChat and mobile games. On the integrated circuit, CPU, GPU, FPGA, DSP, NANDFlash, DRAM, etc. are basically monopolized by foreign companies, except in special fields. Chips barely achieve self-sufficiency, and companies that have done relatively well in business, such as Huawei HiSili and ZTE Microelectronics, have only learned to buy foreign technology licenses for integration.
The reason for this is that the policy has not been implemented. The main points are as follows:
First of all, many policies have actually been implemented in foreign companies. For a long time, some domestic officials and experts have always been superstitious about technology introduction and have a skeptical attitude towards independent research and development. With the introduction of technology, it is easy to get policy and state funds. It is to give money, but also to the land, but also various taxes and exemptions.
Second, the national policy became a carnival for compradors and capital. For example, a project in Changzhou, at that time, domestic companies and Intel companies cooperated, plans to use Intel technology, domestic 700 million dollars to build a fab, the result of operating It only lasts for 3 years.
Although it is still unclear whether it is a bad business or a bit tricky. But when the national preferential policies are introduced, there will always be a lot of unscrupulous people who are making waves in it, such as the electric car fraud subsidy incident that was raging last year. For example, when the state supported the domestic operating system, a large number of manufacturers changed the foreign open source operating system to take national policies and funds. If the implementation of the national policy is always to the comprador and foreign companies, or some domestic ones always think about it. The company that realizes the policy and plays the capital operation, rather than the company that is doing the technology, can only repeat the mistakes of the year.
All in all, the state's policies and funds should be more used by domestic-funded enterprises, and should be inclined to those enterprises that have strong independent research and development capabilities and sincerely do practical things.