Datang Telecom, Qualcomm, Jianguang Assets and Zhilu Capital, the four giants joined forces to establish Yusheng Technology, which was a good thing for the Chinese semiconductor industry. I did not expect to have stirred up a countercurrent in the industry.
Ye Tianchun, director of the Institute of Microelectronics, Chinese Academy of Sciences, commented on two sentences in the circle of friends, but it was used by some people. The attack on Yan Sheng was "a joint blockade of domestic enterprises committed to the responsibility of the national chip, and it was a slavery." I wrote an article and went to the upper line. I called Yu Sheng the Emperor, the traitor... the real drunk...
Are the 21st century of globalization, and use this low means to attack?
To be honest, I saw these sounds, I am really speechless. Buddies, now in the 21st century, it is already the era of globalization. It is still too low to attack a market-oriented company with a 75% stake in China with the ideology of surnames and surnames.
To say that the domestic semiconductor industry, similar international cooperation is too commonplace. For example, as early as 2014, Intel invested 1.5 billion US dollars in the holding company of Ziguang, which holds 100% equity of Spreadtrum Communications and Ruidike. At this year's MWC, Spreadtrum exhibited the SC9861G-IA chip, which is based on the release. Intel X86 architecture, and the process technology is also Intel 14nm. The 12-inch fab that Ziguang Group will land in Chengdu is based on Intel's advanced semiconductor technology. Is it also the Purple Light and Spreadtrum?
Such an example is simply too much: the Anthony Innovation Fund and ARM set up a joint venture company, Datang Telecom and NXP established a joint venture company, Jianguang Assets to acquire NXP's standard products business, SMIC and Qualcomm in 28nm process technology Cooperate... Are they all Emperor's Association?
International cooperation: a quick move to quickly shorten the gap
It is a fact that the domestic semiconductor industry is lagging behind foreign countries. At this time, if you want to catch up, there are two strategies. One is to close the door to learn by yourself; the other is to quickly shorten the gap by cooperating with international advanced giants. Obviously, the clever way is the latter, otherwise if you close the door to learn, either the progress is too slow, or it is easy to become a copy of the cottage.
In cooperation with foreign giants, our biggest card is to have a huge Chinese semiconductor market. In the last 15 years, the global semiconductor market has grown at an average annual rate of only 3%, while the Chinese semiconductor market is as high as 21%. With a very high growth rate, China's global semiconductor market share has rapidly increased from the previous 5% to more than 50%. This trend makes the Chinese semiconductor market the core of global semiconductor companies. This is a good thing. We need to make full use of it and improve our technical capabilities and international management capabilities through international cooperation.
Among the company's shareholding structure, China's capital accounted for 75%, which is dominant. It not only learns things but also maintains control. It not only absorbs foreign advanced technology, but also cultivates domestic IC design talents. Convergence, two things in one fell swoop. I believe that this is a courage to accelerate the progress of IC design and the development of domestic integrated circuits. The Shengsheng model also represents the exploration of the new model of China's semiconductor development. It is expected that more similar joint ventures will emerge and drive the upstream and downstream of China's semiconductor industry chain. Collaborative interaction.
Will it lead to the infighting of the low-end mobile phone chip market?
Some netizens said that the establishment of Yusheng is mainly aimed at the low-end mobile phone chip market. Will it cause an infighting between it and Spreadtrum?
This is a good question, but my answer is no. First of all, this market is too big. Whether it is Yu Sheng or Spreadtrum, what needs to be done now is to enlarge the market cake and improve its internal strength in the process. Secondly, as I said in my last article, The Chinese market is very large, and the markets in the countries along the Belt and Road are bigger. Such a large market definitely does not only accommodate one or two chip manufacturers. Moreover, moderate competition is a good thing for the development of the industry.
Moreover, Yu Sheng will not only be satisfied in the mobile phone chip market. At the press conference, several shareholders mentioned the Internet of Things market, which is also a blue ocean bigger than the mobile phone chip market. In addition, automotive electronics is also a potential market. As we all know, NXP is a leader in automotive electronics. Now several shareholders of Yusheng are related to NXP. Datang Telecom and NXP have established joint ventures. Jianguang Assets has acquired NXP standards. In the product business, Qualcomm acquired NXP, which increased the imagination of Haosheng to do automotive electronics in the future.
In so many markets, it is not true that the battle between Sheng Sheng and Spreadtrum is really inconsistent. In fact, to say that competition, MediaTek is under more competitive pressure. In the past few years, MediaTek has suffered a high-profile attack. In the high-end aspect, MediaTek's Helio progressed unfavorably. The 799 yuan red rice Note2 will return it to the prototype of the thousand yuan machine, and the high-end dream will be broken. On the low end, Qualcomm released the Snapdragon 630, éªThe two processors of the Dragon 660 form a containment for MediaTek's low-end and mid-range chips. Now, with the glory, MediaTek's life is estimated to be even more difficult.
Be wary of people with ulterior motives
Finally, let's talk about the countercurrent of the Chinese semiconductor industry.
The author of the article mentioned above, as long as it is the introduction of foreign capital or the introduction of foreign new technology, is called the Imperial Association Army, it is too extreme! According to this statement, what is the reform and opening up, is it the Emperor's Association? What are the many joint ventures in China, are they all the Imperial League? This kind of argument is definitely a kind of retrogression, and it is contrary to the core line of the country's adherence to reform and opening up, persisting in globalization, and developing the Belt and Road!
Even Ye Jinchun’s director saw that this countercurrent could not sit still. His latest circle of friends said to this argument that “there are two comments in the circle of friends, and some people actually take the fuss. This is not good.†“Normal criticism Nothing, it’s disgusting to make a fuss about the Emperor’s Association.â€
It seems that Ye Qianchun’s previous comments were used by people with ulterior motives. This kind of behavior is indeed unpopular and disgusting. Need to be alert to this kind of voice, because this kind of voice will provoke the relationship between domestic semiconductor manufacturers. As mentioned above, there is a competitive relationship between Shengsheng and Spreadtrum. There is competition and cooperation opportunities. If it is, it will inevitably affect the harmony and unity of the domestic integrated circuit industry, and the relatives will be hurt and the enemy will be fast.
For the Chinese semiconductor industry, the urgent task now is to cooperate with foreign giants to quickly shorten the gap and catch up with and surpass the market competition in the global trend of globalization. This is the development of China's semiconductor industry. The correct posture. I also hope that Shengsheng will be a new roadmap for international cooperation in the semiconductor industry. Like the meaning behind the company name, it is a high-rise building and a grand Tang Dynasty. (This article is for self-media articles for reference only)
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