1 thought on “The special zone of the chip industry has appeared, and domestic chips are expected to change the status quo and usher in new opportunities”
Sherri
The Chinese Internet industry has been in the forefront of the world for less than 20 years. In these 20 years, the e -commerce industry ecosystem composed of Ali, JD.com and others appeared; the social communication industry group mainly based on Tencent; server providers with Huawei and Inspur as the core; Safety protection software and other companies. These Internet companies occupy a certain market size and dominant position in the global market.
In comparison, the semiconductor industry has developed for nearly 60 years, and it is still easy to curb by others. What causes such a status quo? We might as well think about opening a shop on the Internet and buy small products. Which cities would you say without thinking? When talking about the e -commerce industry, what cities do you think of? Which cities would you go to the Internet industry? Looking back, think about it, which cities do you think of upstream semiconductors, midstream foundries, downstream sealing and testing and design in the chip industry chain?
The chip field we may only think of a series of companies in SMIC, such as SMIC, Ziguang Zhanrui, and Central, and really mention the domestic chip industry chain or ecosystem. No one has an idea.
The development of domestic chips in 60 years, the localization rate is basically lower than 10%in terms of chip equipment and materials; the domesticization rate of chip design and packaging is mostly less than 5%; chip manufacturing and agency In the factory, enterprises with 14nm and 28nm production processes and mass production have been mass -produced. SMIC is considered a family. As for the 7nm and higher chip manufacturing processes, companies that can achieve mass production should be on their way forward. If the chip industry wants to achieve the same as the Internet industry, whether it is the vertical industry ecosystem or the ecological chain of the entire Internet industry, it is even more difficult to find companies with global dominant positions and cities with industrial labels.
It, according to the recent dynamics of the chip industry, Shanghai may become a tag city in the chip industry. To achieve rapid development of an industry, funds, technology, talents, and policies are essential, and Shanghai in the chip industry just meets these conditions.
At the end of July, Huawei President Ren Zhengfei visited four universities. Two of them were in Shanghai, which were Shanghai Jiaotong University and Fudan University. The Nanni Bay project and the IDM model promoted by Huawei require a large number of semiconductor industry talents. Huawei can transport a large number of high -match talents to the project through these universities. Universities can also combine industrial changes, set up disciplines with purpose, and cultivate professional talents.
In the chip industry, light carvings, etching machines and complex manufacturing processes are the key to chip production. In addition to TSMC, SMIC, which is responsible for chip processed, is the main chip companies such as the Sino -micro Group, which focuses on chip etching technology and equipment, and the main chip groups such as the main offensive optical engine ecological chain. Most of them are located in Shanghai.
The chip industry investment, Shanghai and the National Integrated Circuit Industry Investment Fund invested tens of billions of yuan to SMIC for the development of chip manufacturing processes. The state's investment of more than 160 million yuan is used to build the Shanghai -Hong Kong chip circle. On August 19, the first 12 -inch semiconductor automated wafer manufacturing center settled in Shanghai. The project reached the standard of car regulations and the total investment of the project was as high as 12 billion yuan. In addition, the state has issued policies to support and encourages the development of integrated circuits.
This signals are enough to indicate that Shanghai is accelerating the construction of a chip industry ecosystem. Like Shenzhen, Shanghai will form a special zone in the chip industry, which drives the rapid development of the Chinese chip industry chain. When the chip industry forms a number of vertical fields across the country, high -end talents can accurately find cities and enterprises that are suitable for them; investment banks can further refine the investment direction; enterprises can also form competition to enhance corporate vitality; domestic production; The chip will also break the cocoon into a butterfly, bringing more opportunities.
The Chinese Internet industry has been in the forefront of the world for less than 20 years. In these 20 years, the e -commerce industry ecosystem composed of Ali, JD.com and others appeared; the social communication industry group mainly based on Tencent; server providers with Huawei and Inspur as the core; Safety protection software and other companies. These Internet companies occupy a certain market size and dominant position in the global market.
In comparison, the semiconductor industry has developed for nearly 60 years, and it is still easy to curb by others. What causes such a status quo? We might as well think about opening a shop on the Internet and buy small products. Which cities would you say without thinking? When talking about the e -commerce industry, what cities do you think of? Which cities would you go to the Internet industry? Looking back, think about it, which cities do you think of upstream semiconductors, midstream foundries, downstream sealing and testing and design in the chip industry chain?
The chip field we may only think of a series of companies in SMIC, such as SMIC, Ziguang Zhanrui, and Central, and really mention the domestic chip industry chain or ecosystem. No one has an idea.
The development of domestic chips in 60 years, the localization rate is basically lower than 10%in terms of chip equipment and materials; the domesticization rate of chip design and packaging is mostly less than 5%; chip manufacturing and agency In the factory, enterprises with 14nm and 28nm production processes and mass production have been mass -produced. SMIC is considered a family. As for the 7nm and higher chip manufacturing processes, companies that can achieve mass production should be on their way forward. If the chip industry wants to achieve the same as the Internet industry, whether it is the vertical industry ecosystem or the ecological chain of the entire Internet industry, it is even more difficult to find companies with global dominant positions and cities with industrial labels.
It, according to the recent dynamics of the chip industry, Shanghai may become a tag city in the chip industry. To achieve rapid development of an industry, funds, technology, talents, and policies are essential, and Shanghai in the chip industry just meets these conditions.
At the end of July, Huawei President Ren Zhengfei visited four universities. Two of them were in Shanghai, which were Shanghai Jiaotong University and Fudan University. The Nanni Bay project and the IDM model promoted by Huawei require a large number of semiconductor industry talents. Huawei can transport a large number of high -match talents to the project through these universities. Universities can also combine industrial changes, set up disciplines with purpose, and cultivate professional talents.
In the chip industry, light carvings, etching machines and complex manufacturing processes are the key to chip production. In addition to TSMC, SMIC, which is responsible for chip processed, is the main chip companies such as the Sino -micro Group, which focuses on chip etching technology and equipment, and the main chip groups such as the main offensive optical engine ecological chain. Most of them are located in Shanghai.
The chip industry investment, Shanghai and the National Integrated Circuit Industry Investment Fund invested tens of billions of yuan to SMIC for the development of chip manufacturing processes. The state's investment of more than 160 million yuan is used to build the Shanghai -Hong Kong chip circle. On August 19, the first 12 -inch semiconductor automated wafer manufacturing center settled in Shanghai. The project reached the standard of car regulations and the total investment of the project was as high as 12 billion yuan. In addition, the state has issued policies to support and encourages the development of integrated circuits.
This signals are enough to indicate that Shanghai is accelerating the construction of a chip industry ecosystem. Like Shenzhen, Shanghai will form a special zone in the chip industry, which drives the rapid development of the Chinese chip industry chain. When the chip industry forms a number of vertical fields across the country, high -end talents can accurately find cities and enterprises that are suitable for them; investment banks can further refine the investment direction; enterprises can also form competition to enhance corporate vitality; domestic production; The chip will also break the cocoon into a butterfly, bringing more opportunities.