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Report: Erupt as resurgence incident and the focusing of each square industry capital, the industrial chain that is core with semiconductor development is warming up.

When Sino-US trade war is about to declare cease-fire, the twists and turns that the abrupt suddenly turn hostile of American president Telangpu lets be about to appease breaks up again emerge, to Hua Jiazheng custom duty of 50 billion dollar while, china of keep within limits is right of sensitive technologyInvestment.

Technology, it is the United States just is in the weight used on a balance that holds the balance this in trade war. Incident of the resurgence after trade war happens erupts, the United States makes more and more people sober come over in the suppress of technical domain to China, include among this entrepreneur andInvestmentPerson.

The next hard bone

Late on April 16, 2018, american Department of Commerce releases announcement to say, american government is in future prohibits inside 7 years resurgence communication (31.31 stop a card, examine) buy to American enterprise sensitiveProduct, from this resurgence incident erupts. Resurgence incident backside is China is opposite on semiconductor industry of the United States lag behind in the round. “Chinese core ” the inevitable focal point that became attention of a lot of people.

Alibaba buys afterwards after culmination of homebred chip company is small, another industry strength enters chip industry — home appliance industry. Division force and Kang Jia are in high-key recently announce to march chip industry. Among them, division power electric equipment (46.58 -1.94% , examine) president Dong Mingzhu expresses, even if is to spend 50 billion yuan to also want to build come out, latter is to establish department of career of semiconductor science and technology, march formally semiconductor industry. Health beautiful groupPresidentZhou Bin expresses, should use 5-10 year time, ascend body international is outstanding semiconductor company cavalcade.

“Direct eldest sister ” language piece breathtaking ascend above not be strange thing, kang Jia’s follow-up let the outside sense different atmosphere it seems that, home appliance course of study wants restoration of reactionary rule. Lu Jianguo of chief engineer of academy of Chinese home appliance is right reporter of the network in casting expresses, the outbreak of resurgence incident touchs the nerve with the most sensitive home of course of study of the state-owend enterprise in was being come up against — enterprise dignity.

With equipment of smartphone, communication this kindProductPhotograph comparing, home appliance product is not expensive to the requirement of chip, dong Mingzhu of one’s early years is being accepted when interviewing, ever was asked about ” why to make chip ” , dong Mingzhu says frankly: “Chip is dog-cheap, just a few money. ” the outbreak of resurgence incident makes her vigilant rise, although chip is cheap, the technology is cheap not at all however. Chip is the upper reaches of home appliance productSupply chain, once person of be enslaved to be enslaved to, of the influence is overallMake. The case power that will master core science and technology to serve as Slogan all the time is apparent and some more advanced year do not have technology of in hand core.

Lu Jianguo says: “Past of industry of Chinese home appliance is the condition of reforming machine, light component all the time. Do in the enterprise big while, did not fill in time strong, did not fill strong part includes chip property. “

Bright situation capital is the inchoate investment orgnaization that domestic little some makes a contribution somewhat in semiconductor industry, what they pay close attention to is chip industry not just, it is the semiconductor industry with its bigger backside more. The investment manager Matt of bright situation ever was in before this semiconductor industry from course of study 6 years, having original understanding to this industry interior.

Look in him, semiconductor industry of home is in start shooting battle of assault fortified positions of a technology, “Still require the semiconductor element of the entrance now, having a few had been the hard bone that need gnaws. Need to realize, at present China is in on semiconductor componentProductionMake, still be in inchoate. “

In the plan, expected

Industry of Chinese home appliance is OK to the exploration of chip date from comes 1999, attempt of tycoon of many home appliance when those is extended to chip domain outspread, if sea Er was in Beijing, Shanghai to establish company of two integrated circuit 2000, and TCL invests chip company, hold water and buy fund. Besides, those who achieve dimension, beauty try somewhat on chip industry with long rainbow and send force. Division force and Kang Jia, not be the earliest development grinds oneself the home appliance tycoon of chip, because this Sino-US commerce combat readiness suffers,fix eyes upon however.

Matt is in refer expresses when homebred chip current situation: “Will look at present, homebred semiconductor industry had stepped the level that inchoate technology accumulates, relative to simple periphery parts of an apparatus, we had come true homebred change. Even we go up in sensor technology, had accomplished the supplier that precede and makes foreign famous brand. Of the development that comes nearly 20 years or be obvious to all. “

To home appliance enterprise the choice announces the news that enters semiconductor industry now, lu Jianguo expresses, this is not one fashionable rises, it is apparently plan somewhat and prepare. As we have learned, be in early 2017, division force established microelectronics department, research and development has chip oneself.

To home appliance industry, chip is to just needed, in still give priority to in order to import shouldChanneltoday, grind oneself chip means length and breadth of landThe market. And chip is perplexed to develop before thisCapitalProblem, also as home appliance tycoons do be able to alleviate effectively greatly.

Look in Matt, the production difficulty of chip itself, not be to spend money simply can make up for. Semiconductor creates a field, include base material of upriver machinery equipment, silicon to expect even adhesive needs an import. “We have certain design capacity, butProductionAbility is relatively a lot of more backward. “

As China wisdom the issuance that makes 2025 plans, take the lead by the country the important step that introductory industry upgrades is hypostatic economy progress. When 2014, relevant section was released ” development of estate of national integrated circuit advances compendium ” , established industry of national integrated circuit to invest fund (big fund) , the key gives aid to integrated circuit industry. Lu Jianguo thinks, the industry upgrades the rapid progress that brought fundamental industry, the successful rate that yields chip to make rises many.

“Home appliance industry was determined. ” Lu Jianguo say: “Sino-US trade war happens, the thing in decision-making phase is returned to be finished quickly before letting this, promoted an enterprise to lead the attention of pair of core technologies. Now is the most appropriate time node, release chip while the plan reveals actual strength, still can answer national call. “

In light of contrast, tycoon of foreign home appliance, if the pine falls, SamSung and general wait, its chip engineering capability masters in him hand. Industry of Chinese home appliance undertakes itself of chip research and development is expected issue, home appliance tycoons go up in this problem already cannot again alternative turn a blind eye to.

Regard technology intensive as the industry, chip develops all through the ages to need time to hammer into shape. With China to be exemple, its had experienced more than 10 years in the research of chip industry, still did not make international main trend nowadays, explain chip research and development has very big uncertainty greatly.

“An overall design and research and development can be finished 9 years probably, but a success and mature chip needs to cost a lot of years however, and iteration is returned meet very rapid. ” Lu Jianguo say.

Greatly times

Erupt as resurgence incident and the focusing of each square industry capital, the industrial chain that is core with semiconductor development is warming up. Matt expresses: “One classThe marketOn, it is very intuitionistic that the financing rate of semiconductor company is accelerated and appraise cost rises reflect. “

“We are certain of an industry inside the value of the development that extend pattern and itself, is not to see short-term effect simply, and we believe this upsurge lead very can fast retire probably, it is normal that the industry is returned to afresh. ” Matt says so.

As commercialize an orgnaization, how bringing honest redound for contributive person is the most important. The semiconductor industry development that reviews the United States, Korea can discover, with the country contributive the blame that is a delegate commercializes fund, just be the source motive force that can lead an industry rapid development and advancement truly.

Data shows, up to 2017 the end of the year, national big fund invests 49 enterprises in all, accumulative total is effective and decision-making invest 67 projects, investment of project of accumulative total acceptance 118.8 billion yuan, actual and contributive 81.8 billion yuan, take first phase total scope respectively 86% with 61% .

After resurgence incident erupts, ever the company of conductor of investment orgnaization half-and-half that somebody criticizes China takes seriously not quite. Matt thinks: “Industry of venture capital investment is early when 2000, had involved semiconductor investment rarely. Of coincidence is, american wind casts an industry to antedate China appears 20 years. “

To investment industry of China, investment semiconductor not only adumbrative big investment, uncertainty and at least 10 years of investment of above are periodic, basically be the development as semiconductor industry more, industrial division of labor is invented more truly, industrial player also more and more concentration, this industry relative to already special maturity does not suitFinancialInvestor is entered. The Cheng burning money of semiconductor industry spend and no less than of any Internet burn Qian Dazhan.

But, this does not mean chip industry to do not have an opportunity.

Matt thinks, “Semiconductor industry is coming from parallel and integrated development perpendicular conformity, this is a spindle model development is periodic. Several years before, it is perpendicular conformity of the representing company with IBM, have alreadyChip designAbility, still have have a plant oneself, overall the business that also is them. But develop parallel conformity as perpendicular conformity, height is refined and the compose of of all kinds enterprise of perpendicular and fixed domain built a parallel world, what a computer uses is the product of several enterprises. But the enterprise that is a delegate with the apple is adapting parallel world outlook, it was controlled overall, mastered a system, be in even grind oneself chip. This is an industry again the signal to perpendicular conformity. “

On the foundation with sufficient integrated parallel, industry development efficiency cannot have been achieved best. If give birth to existence parallel world all the time, every perpendicular domain has only most 3 enterprises can come down alive, this to doing poineering work person for, mean tremendous challenge difficulty.

But, once parallel is broken, the opportunity of poineering company also can come.

Be in look lock surely when tycoons of science and technology when abounding him zoology, perpendicular domain will naturally have fixed fractionize the opportunity of hatch new tycoon, even if cannot become a tycoon, organic also meeting makes others investment and bought bid. On this, FinancialInvestor exists to be depended on certainly to industrial investor.

To industrial investor and financial investor, investment chip industry needs a walking on two legs. Look in Lu Jianguo, the walking on two legs is meant invest and buy cannot little, former and OK retain competition ability for a long time, latter can realize frequent promotion.

Matt thinks: “Need to had made the investment of him itself research and development on one hand, want to absorb talent and technology in great quantities on the other hand. The blockage that goes up in core technology to China on international is very severe still. “

China is having the consumptive electron market with the biggest whole world, in global level, although semiconductor industry has a digit growth only, but the development as this industry, appeared the trend that the technology flows to Korea by the United States. Chinese market is capable to be created with the opportunity give a batch of valuable companies. They, will be born in this times.