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, the investment of China of keep within limits to sensitive technology.

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, entrepreneur and investor include among this.

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 sensitive product to American enterprise, 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. Zhou Bin of president of health beautiful group 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 photograph of this kind of product is compared, 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 to rectify a mechanism to build. 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 made in the production on semiconductor component, 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 the market that chip means length and breadth of land. 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, but productivity 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: “On one class market, 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.

The expert values car electron chip is poor dissimilation development breach

On the informal discussion of Guangzhou city semiconductor that held on June 2, come from nearly 30 honored guests of group of industry, academia, investment and political circles, leave the semiconductor industry of Guangzhou around global eye shot, especially how should integrated circuit industry seek a layout to spread out to discuss ardently. Everybody thinks consistently, guangzhou has distinctive area advantage, industrial base is strong, this locality college offerred enough talent to furnish, no matter be a government,various cadre or enterprise have enough consciousness, send force right now integrated circuit can make full use of late dominant position, perspective is wide, be well worth doing.

“I am very glad to see the semiconductor industry of Guangzhou is moved rose. ” microelectronics of Chinese Academy of Sciences institute director Xie Tianchun thinks, integrated circuit is the industry of globalization, neither one place can be done entirely complete, be in as the choice do on the dot do greatly fully, the key is dissimilation wanting difference, should compare others more advanced, more competitive, have more lead a gender, should accomplish cannot replace.

“Car electron chip has so big demand, why does design factory enter Chinese IC not to go? Lack oneself because of us namelyAttestationPlatform, do not have method to say yourself is good, our terminal client can use foreign product only. ” advisory Chen Wei discloses garden of innovation of value of integrated circuit of developing zone of CEO of semiconductor of core of another name for Guangdong Province, Guangzhou, core of another name for Guangdong Province is exchanging views with wide steam, north steam, hope collaboration makes have public letter powerAttestationPlatform, the IC that is him China designs company service, “Make our car company, wide steam it may not be a bad idea, boreal steam it may not be a bad idea, strange luck it may not be a bad idea, can be at ease with our homebred thing. ” in addition, in pairs of Guangzhou capital, market is online, build a such platform, still conduce to education more talents. “We are made from core of another name for Guangdong Province, we should do poor dissimilation. ” Chen Wei expresses.

Association will make Guangzhou semiconductor expand a trade allied

On June 3, association of Guangzhou city semiconductor announces to hold water in developing zone of yellow Bu area, Guangzhou, hold the ceremony that uncover a shop sign. This association is initiated by core of another name for Guangdong Province and hold the post of chairman unit, 51 units are achieved jointly meeting, have the much home Huang Bu such as the An Kai microelectronics, electron that hold treasure high already among them company of information of electron of developing zone of area, Guangzhou, still the fluctuation that comes from Shenzhen, Fosan swims enterprise; Have Huanali again the place of courtyard of this locality college such as university of work college, Zhongshan university, Hua Na Normal University, Guangzhou, macao university also is joined among them, it may be said built up the industry strength of area of big bay of HongKong and Macow of whole another name for Guangdong Province.

According to introducing, this association will assume a memberGroomCommunication, market is evaluated, can exhibit investigation of statistic of action business, trade, enterprise and product to maintain the business function such as evaluation. “Association communicates play the action of ligament, give counsel for the government, do good butt joint with Chinese semiconductor association, the enterprise that goes up for industrial catenary provides a service. ” Introduction Chen Wei. It is reported, this association will be driven make Guangzhou semiconductor develop industry alliance, compose establishs the group of industrial modes of life and relation to their environment that develops in coordination, drive Guangzhou to develop integrated circuit property energetically, build modern economic system, accelerate high quality development. Of this association hold water, to industry of this locality semiconductor development has milepost sense.

After 4 years total production value of property of new generation IT will exceed 700 billion yuan

Semiconductor is the floorboard of a kind of material, can divide for parts of an apparatus of integrated circuit, photoelectron, Schism parts of an apparatusWith sensor 4 kinds of products, among them scale is the largest is integrated circuit (Integrated Circuit, abbreviate is IC) , take semiconductor market most probably above; Integrated circuit is the large gather of the circuit that makes with semiconductor material; And chip is the product that fashions by the integrated circuit of different type or onefold type integrated circuit. Make an example, semiconductor is just like the fiber of all sorts of papermaking, integrated circuit is one crowded paper, chip is book or notebook. Accordingly, semiconductor is called the cornerstone of informatization society, and chip is by analogy overall of equipment ” heart ” .

And no matter Guangzhou is to make international “SoftwareFamous city ” , still be the world ” those who show ” , integrated circuit amid is acting all in all part. By 2017, developing zone of area of yellow Bu of settle of semiconductor of core of another name for Guangdong Province of plant of first 12 inches of chip, Guangzhou, fill the blank of product line of chip of Guangzhou high end, garden of innovation of integrated circuit value starts this division construction, a batch of fluctuation swim design and survey a project subsequently early or late settle, momentum of development of semiconductor industry assemble is powerful. According to the program, to 2022, total production value of property of IT of whole town new generation will exceed 700 billion yuan.

” long-term science and technology develops program outline in the country (2006-2020 year) ” a batch of first subjects decide in key domain while, around national goal, stress a focal point further, the sieve singles out technology of a certain number of major strategy products, pivotal general character or major project to regard as great and special, strive to obtain a breakthrough, what come true to develop with science and technology hard is local jump rise those who drive productivity to span development.

“Production equipment of great dimensions integrated circuit and whole set craft ” special (02 special) project ” extremely ultraviolet photoetching glue stuff and lab detect the technology studies ” by chemistry of the Chinese Academy of Sciences manage of institute, the Chinese Academy of Sciences changes technical institute, Beijing limited company of data of division China microelectronics is assumed jointly. Through project group ensemble the member’s effort tackles key problem, the research and development that the design that completed material of key of EUV photoetching glue, preparation and synthetic technology research, recipe is comprised and the preliminary evaluation of function of glue of photoetching of photoetching glue preparation, lab equips, the assessment index of the data that in obtaining assignment certificate, provides and equipment. The project applies for 15 to invent patent in all (include international patent 5) , end at present, win accredit patent in all 10 (include international patent authorization 3) ; Trained doctoral graduate student 9, master graduate student 1.

The positive result of research and development that expert attending the meeting obtains to the project offerred sufficient affirmation, point out begin extremely ultraviolet the research and development of photoetching glue has strategic eye, comprise an effort of a few years through the project, finished job of research and development satisfactorily, reached the target that sets in project assignment certificate; Built a team of research and development in domain of high-grade photoetching glue, the steady progress of the industry of semiconductor integrated circuit that is our country offerred a talent to support.

The task assumes unit Chinese Academy of Sciences the relevant controller that manage turns place and project to be in charge of place of chemistry of unit Chinese Academy of Sciences is old to expert group in the speech will express cordial acknowledgment to the support of group of photoetching glue research and development. The research and development of the high-grade electron chemical of our country is in high speed to send exhibition period, this purpose is finished it is important to offer the steady progress to industry of our country semiconductor offer the steady progress to industry of our country semiconductor assure, the hope gives lasting support to the research and development of high-grade photoetching glue; Encourage group of research and development to continue hard, play designs the advantage with preparation in special material domain, make oneself contribution for the development of industry of our country semiconductor.

Great and special office, Beijing economy mixes ministry of science and technology informatization committee, 02 great and special offices, 02 heavy three-year institution of higher learning overall group and the job that 02 great and special offices retain check and accept expert and finance affairs.

Manage changes a technology institute