How do Chinese companies learn from the lessons of ZTE? Experts: low-key law-abiding, accumulate their core technology

Concerns about the core competitiveness of China's semiconductor chip industry. How can China break through the predicament of “lack of core” and embark on a development path of domestically controlled and replaceable alternatives?

Missing core

The "2017 China IC Industry Analysis Report" shows that the current domestic core IC chip share is low, and the domestic market share of chips in computers and mobile communication terminals is almost zero.

Dr. Li Xuwu, senior consultant of Zhejiang Zhijiang Laboratory Chip Center, introduced that the Chinese chip industry can be analyzed from both design and manufacturing. In the past few years, Chinese chip design has made rapid progress and design companies have multiplied. However, chip design technology and experience are far from sufficient, especially in advanced signal converters, such as from analog continuous signals to digital signals and reverse conversion, which lags far behind abroad.

Li Xuwu was the executive vice president of technology research and development at SMIC. He was awarded the highest honor in the technical field of Intel Corporation during his work at Intel Corporation. He was deeply impressed by the development of Sino-US semiconductor industry. He said that in terms of chip manufacturing, there are still many gaps between China and the world's most advanced technologies. "Chinese companies can usually buy the systems needed for chip assembly from foreign manufacturers, but once foreign governments take restrictive measures, the weaknesses are exposed." .

For example, in the field of ZTE's core service base station, the base station chip has the lowest self-sufficiency. The base station chip itself has much higher requirements for maturity and high reliability than consumer chips. Some experts believe that after the US announced the control measures, it will take at least two years for China to start trial use of domestically produced replacement chips to batch use.

In the view of Dr. Ding Xianfeng, the brainstorming scientist and chip strategy leader of Alibaba Cloud Network, the current status of China's chip research and development is scattered.

Semiconductor chips are an industry that requires high investment and scale effects. The investment cycle is long and the risks are high. Many people are reluctant to get involved. Since 2013, the Chinese government has increased financial support for the semiconductor industry from chip development to manufacturing. However, experts believe that the current investment is too scattered, and some projects with invalid investment have divided the funds.

Luo Jianjun, general manager of Hangzhou Huasheng Microelectronics Co., Ltd., a semiconductor industry practitioner, said: "The biggest thing that China lacks now is not the semiconductor production line, but the design company. Without the chip design, the production line cannot have an independent controllable chip. The pot, eventually returning to the old road of OEM."

Road to the core

So how should China “fill the core”? Experts say they can't "get it all at once", but they need to seize the existing opportunities. The long-standing Moore's Law in the chip industry believes that when the price is constant, the number of components that can be accommodated on an integrated circuit will double every 18 to 24 months, and performance will double. But Li Xuwu said that due to bottlenecks such as semiconductor lithography and the fact that semiconductors are getting closer to physical limits, the speed of upgrading is slowing down, which is an opportunity for China.

"The front is slow, and the pursuit is easy. With the advance of foreign companies, latecomers can also take a lot of detours," Li Xuwu said. "Of course, many 'mines' are buried on the road, which are various patents. It is also very challenging to circumvent all."

China Semiconductor really began to develop in 2000, when China’s largest semiconductor manufacturer, SMIC International Integrated Circuit Manufacturing Co., Ltd. was established, but at the beginning of its establishment, it has faced technology giants such as IBM International and IBM. The fierce competition of powerful foundries such as Taiwan Semiconductor Manufacturing Co., Ltd., along with a huge gap in industry talents.

Luo Jianjun said that the government should guide the professional setting and employment of colleges and universities, especially to strengthen the interdisciplinary ability training. It is often necessary to train a leader in integrated circuit design for more than ten years.

Ding Xianfeng also believes that the current national policy on entrepreneurial talents is good, but it needs to be greatly tilted to the talents that can struggle for a long time in large companies. "The chips need to be operated on a large scale, and they need the ability to lead the army, not the ability to publish articles. ".

In addition, experts believe that it is more important to encourage Chinese companies to purchase more domestic chips when domestic chip technology is in place, instead of holding the "foreign moon is better than China" mentality, "long-term satisfaction with import substitution, no thinking Aggressive." For example, Huawei and Spreadtrum's mobile phone chips can meet a large part of the demand.

Huawei released the 5G commercial chip Barong 5G01 on the eve of the World Mobile Communications Conference in February this year.

The investment direction of the chip industry also needs to be controlled by people with more industrial vision. In addition to national financial support, active participation in markets and social capital is also needed. Some experts have suggested that the China Securities Regulatory Commission can provide chip companies with convenient channels such as accelerated approval, which will give enterprises the opportunity to raise more R&D funds from the market.

Ding Xianfeng believes that the digital era requires trillions of chips and sensors. This era is almost entirely China. "Because China can master such chips and sensors, from modules, IoT terminals, edge services to cloud computing, China can do it. ".

How do Chinese companies learn from the past? The unanimous opinion of the experts is: doing things in a low-key manner, obeying the law, and accumulating their own core technologies.

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