In recent decades, China has achieved rapid development in the IC field and has become the core of China's information industry. In recent years, the Chinese government has attached great importance to the development of the IC industry and has issued a series of policies. Among them, the “Outline for Promoting the Development of the National IC Industry†and the “China Made 2025†have been introduced, which has injected a powerful boost for the leap-forward development of the Chinese IC industry. power.
According to the latest authoritative summary of Prof. Wei Shaojun, Chairman of IC Design Branch of the China Semiconductor Industry Association, the global semiconductor industry in 2017 has swept away the downturn and haze of the past few years and ushered in a rare development climax in recent years. The major international consulting agencies generally optimistically estimate that global semiconductor sales in 2017 are expected to exceed US$400 billion, an increase of nearly 20% from the previous year. He said that the rapid growth of the global semiconductor industry this time, although there are factors such as memory prices of bulk products, but it also reflects the other side of the global semiconductor market demand for strong, insufficient capacity for the reality. China's integrated circuit design industry maintained its momentum of high-speed growth under the condition of a serious shortage of global high-end manufacturing capacity, and its performance continued to rise, becoming the highest growth rate in recent years. Summarized: "The scale of the industry continues to expand, the regional development is brilliant, the pace of product innovation is obvious, and the quality of development continues to improve."
Wei Shaojun pointed out that in 2017 China's IC industry-wide sales are expected to be 194.6 billion yuan, an increase of 28.15% from the 151.8 billion yuan in 2016. This is the fastest year in recent years. Under the premise of lacking IDM in our country at present, the responsibility of the design industry will shoulder the heavy responsibility of vigorously developing China's integrated circuit products. In the past two years, we had hoped to rapidly expand the Chinese chip design industry through international mergers and acquisitions. However, the harsh facts tell us that this is not possible. It's not that we don't want to cooperate, but people are trying to contain us. The chip design industry is the industry that needs the most openness and cooperation. We will continue to cooperate sincerely with domestic and foreign counterparts and seek a win-win development path.
In 2017, we will face challenges and challenges. In 2018, how will design companies, EDA companies, design service companies, and OEMs from the IC industry chain look into the Chinese semiconductor industry? The respondents are as follows. In no particular order:
VeriSilicon Chairman and President Dai Weimin,
Synopsys Global Vice President and Asia Pacific President Lin Rongjian,
Deputy General Manager of TSMC Business Development Luo Zhenqiu,
Vice President of Sales, KiCups LeeChu,
Xu Wei, General Manager of Cadence China
HLMC Vice President Shu Qi,
Core Motion Technology Product Director He Ying,
Ling Lin, General Manager of Mentor China
UMC China Sales Senior Director Lin Weisheng,
Rui Chengxin Micro CEO to Jianjun,
Huada nine days deputy general manager Yang Xiaodong,
Zhixiang Science and Technology General Manager Jiang Tianyi.
How to achieve or catch up with the international advanced level?
Lin Rongjian: I think China has this base number, and it has a foundation in the mobile terminal, monitoring and other fields. On this basis, the capacity of the entire Chinese market and the breadth of applications are very impressive. I am very optimistic about the corresponding application of AI, divided into several categories: One type of AI chip protection AIIP. The application of another AI, these two points complement each other, will have great growth in China in 2018 and even in the next few years, in some areas China even leads the United States. In addition, the number of cars in China is the largest in the world, and China has developed rapidly in the entire AI technology field and has not fallen behind advanced countries. If there is a market plus technology, in the past, mobile was in the latter half, because it was relatively late. Now that China has a greater application of AI, it can drive more technological development.
Dai Weimin: I think there are two bonuses that everyone wants to see. One is a capital bonus and the other is a manufacturing bonus. I think these two bonuses are very helpful to design companies.
Luo Zhenqiu: At present, domestic entrepreneurship enthusiasm is high. Take TSMC customers as an example. We have one new customer each week in the world. The proportion of Chinese customers is quite high. There are new companies in China who come into contact with us. Their products It is also all kinds of things. This is what I talk about with passion. It will chase long-term and ideal things. At present, I see that there is more technical strength and passion, and that most funds that have grown up earlier are consumer projects. Consumers have a wide range of coverage and security is also considered as a consumer, and this is a big hot spot. AI is also one aspect. The technology that China has accumulated for more than 10 years is slowly making achievements, and it is now worse than industrialization. The knowledge and experience that many domestic industrialization capabilities and industrialization must have are not enough. This may be the next step for everyone to think of ways to strengthen and enable products to be industrialized.
LeeChu: Industrialization must cooperate. At present, everyone in China is still in a competitive role. This platform does not take much, and resource exchange or cooperation is not enough. Resources cannot be combined together. For example, microprocessors and sensors have a large market. How to combine them together better is a new area in view of the customers we have come into contact with. AI we speak, because it is a relatively large macro, relatively high-end technology, but generally in the application of consumer products do not always take the high-end line, storage + sensor together, this market is very large, in the future The market will also be more and more.
Xu Wei: In the AI ​​field, China has several leading positions in the world. China is the second largest AI economy in the world and is embodied in three aspects: one is investment, one is the number of companies, and there are patents. We are all second in the world and lead much more than the third. This is a great opportunity to catch up with the international advanced level. In addition, in the autonomous and controllable direction, there are also many opportunities for local Chinese companies. This concept includes multiple market areas such as artificial intelligence, image recognition, and security monitoring. Domestically, there are advantages in system direction. For example, Haikang and Dahua are global leaders in the field of intelligent surveillance systems. How can we make good use of our advantages in the system to develop our chip field, we can think about it.
He Ying: Nowadays, many companies in the Internet of Things market have miniaturized smart chips. In this respect, we have a good application market environment and investment climate that cannot be compared with foreign countries. We believe that as long as there are application markets and capital investment, we will Can catch up with advanced foreign companies and technologies.
Yang Xiaodong: From the perspective of our customers, there are two major pressures, one is how to make products, and the other is how to increase the gross profit rate after the products are made. Now that product replacements are taking place too quickly, companies are under great pressure. How to continue to grow is also a problem. Many companies have developed one or two products that are relatively successful, and the sustainable development of follow-up performance faces great problems. This requires a long and cumulative process. The first thing to do is to make quantitative changes before you can produce qualitative changes. On the other hand, China still lacks core screens, and now China has gradually developed some such panel manufacturers with advantages. It has pulled upstream and downstream related industries and is relatively easy to form breakthroughs in new types of display.
Jiang Tianyi: It is very difficult for the IC industry to grow rapidly in the short term. The investment in the IC industry itself will be very large and the cycle will be very long. It requires funding, especially the pressure of high-end chip-to-funding, technical pressure, including Some market pressures and so on will be very large. Therefore, this breakthrough point may be divided into small and medium-sized companies and large companies. For small and medium-sized companies, if they want to survive, they live better. They are nothing more than two things. They either have unique technology or they cut into a specific market and have not yet been discovered by these large companies. If he cuts into such a market and finds some unique markets, development will be better.
For large companies, if there is a certain amount of capital accumulation, the market is one aspect. On the other hand, it is moving to high-end markets. Many companies are now doing this. The bigger problem is that one is a talented person, how to rationally use the talented person, and how to introduce some relatively good foreign talents. At the same time, these talents can be retained and it is a very important point to achieve a breakthrough.
Shu Qi: With the rapid development of China's IC industry, the gap between the level of technology and the international community has continuously narrowed, and some areas even lead the world. In some emerging application areas, such as robots, drones, face recognition, artificial intelligence, electric vehicles, etc., will bring great opportunities for domestic companies, everyone is on the same starting line, if you master a certain technology If you walk right, you can succeed.
Ling Lin: So far, the growth rate of the Chinese IC market is still very large. Since 2000, this pace has never stopped. It now appears that when domestic companies look to the world to see, they still have to defray their competitiveness and capabilities. From imitation to innovation, a process is needed. From the perspective of the industry chain, China's industrial chain has not been particularly perfect, such as cutting-edge manufacturing, low power consumption, not many alternative processes, and limited production capacity. Therefore, the current industrial chain restrictions come from many aspects such as manufacturing, design, and talent. The breakthrough point can be considered from two aspects. One is the market with large demand, such as industrial control, intelligent monitoring, and the other is special market application such as national security.
Xiang Jianjun: Our customers are mainly small and medium-sized enterprises. From our point of view, these SMEs must consider these points if they want to survive and achieve breakthroughs: First, to make substitutes for imported products; Second, a relatively small team, if it is to survive, should not compete in a mature market, but must create some new applications and relatively innovative areas; this can be on the same starting line with the big companies, just to see Who runs faster, and when it develops, there are opportunities for acquisition by large companies. These emerging applications and markets are not what your company can do with money. It is your creativity that is related to your design. The Internet of Things is the spring of small and medium-sized enterprises. There will be a large number of small and medium-sized enterprises that will survive in the Internet of Things.
What are the hot spots in the semiconductor industry in China in 2018?
Lin Rongjian: The areas that Synopsys currently favors and strengthens include: artificial intelligence, automotive electronics, and information security. With the emergence of more and more emerging companies in the Chinese market and the country’s strategic layout of artificial intelligence and automotive electronics, we believe that in the future, the Chinese chip design industry will gradually develop in both directions. For the overall IC design industry in China, we can feel their increasing design capabilities, such as the Hassell Kirin series chips, and the latest design of Spreadtrum. I believe that with the emergence of more emerging companies in the field of artificial intelligence and automotive electronics, as in the current Cambrian, Horizon, China's domestic IC design industry must be more rapid development.
Dai Weimin: As far as AI's terminal applications are concerned, domestic surveillance and security are just needed. There are also applications for unmanned devices.
Luo Zhenqiu: In addition to mobile computing, now high-speed computing, Internet of things, automotive electronics, etc., this is what we see, whether in China or in the world will be developing rapidly, but only in the previous era China does not have the capacity and financial resources to catch up. In the future, China will start at the same time with other countries and regions, and it will even have some advantages because we have a vast market. China has the largest automotive electronics market, and the Internet of Things also needs a large population base. The more people have more things in the market, the higher the value of the Internet of Things.
LeeChu: In the field of communications, China has already begun to take the lead role in the development of 5G standards. Combining communications with the Internet of Things will be a big market. Now many calculations are done at the terminal, so there is a great demand for the entire semiconductor, memory, and processor. Together with the overall security requirements, it is also a very big market. This is not just the general Internet of Things, like automotive electronics. As part of the Internet of Things, if the communications and Internet of Things are completed, the entire industry will be brought up and China will be the leader.
Xu Hao: I am optimistic about the development of China's integrated circuit industry. In particular, the next round of major funds has passed the examination and approval, and it can be seen that the investment in this industry in China will grow. In addition, regarding popular applications, through cooperation and exchanges with system vendors, we see that the focus of attention in the following years includes AI, Internet of Things, Industrial Internet of Things, and automotive electronics.
He Ying: From the IP company's point of view, we saw some new hot application markets including data encryption industry and blockchain. As an IP vendor, we are also willing to actively participate in the technical research in this area. Currently, the blockchain industry does not belong to a very mainstream industry, but it has many advantages. The underlying technology base has many places that are worth absorbing and applied. Secondly, in terms of national security chips, because this industry is rather special, it is not suitable to use foreign chips or IP to make our own encryption chips. This is a security risk in itself. In the future, more domestic IP will be used to make domestic chips. Used in the field of domestic security encryption. Core Motion Technology also attaches great importance to this field and has invested a lot of research and development costs.
Yang Xiaodong: First of all, from the perspective of customers, it should be more than two kinds of products, one is to do more high-end, large-scale SoC, before more mobile phone chips, but many are doing artificial intelligence chips recently. The other is ultra-low power products for the Internet of Things. From the nine-day industry of Huada University, the problem we see is that the attention to yield rate is getting bigger and bigger now. We used to pay attention to how to make this thing. Now we are concerned about how to improve its yield rate. Can improve their own gross margin, this is some of the issues we see.
Dr. Jiang Tianyi: In the past two years, everyone has been paying more and more attention to AI chips and more and more startups. For example, Cambrian Technology has become the first unicorn start-up company in the global AI chip field with a high valuation of more than 1 billion US dollars. The AI ​​company will develop very well in the next two years. The second trend is that we will gradually develop from the low-end market to the high-end market.
Lin Weisheng: The main growth point next year should still be in the mobile phone field. The next major change in mobile phones is the human-machine interface. We can see that Apple’s new generation of mobile phones have face recognition. In the future, some mobile phone manufacturers will also develop in this area. . In the mobile phone panel, there will be development in the next three years. The other is AI, 5G applications, including cloud applications. The next hotspot in the consumer sector is the faster computing speed, more wireless connection methods, Bluetooth, and smarter. The market in this area is more fragmented, but there will still be some explosive growth in certain areas next year.
Ling Lin: Mentor's view is that there will be a big increase in the semiconductor industry this year. The US$300 billion that was reached a few years ago is a breakthrough. This year it will have to align with US$400 billion, with the main contribution coming from the storage market. 3D-NAND Flash and solid-state memory controller chips may have increased, and many companies are now paying attention to this area. In addition, during the process of integrating AI from the algorithm into the chip, some unicorn companies will emerge. Our customers will purchase these innovative products in large quantities for further research and development. From the system's point of view, the first one is a big data center, and there will be a better growth of chips based on different architectures. Finally, the market for data collected by the Internet of Things is mainly seen in two categories: one is industrial, and the other is automotive. There will be a relatively large growth in these two areas.
Xiang Jianjun: According to our observations on some data, in addition to artificial intelligence and storage, we clearly feel that this year we have witnessed growth of several dozen times in the Internet of Things, low-power Internet of Things, or Internet of Things-related data. However, the problem facing the Internet of Things is that people have been paying attention to it all the time, but the market hasn't always been up. The market of IoT needs a trigger point. In 2018, we think that the entire system connection of the Internet of Things can be set up almost.
How does the industry chain more organically collaborate?
According to Wei Shaojun's report, 88.62% of the 1,380 chip design companies in China in 2017 were small and micro enterprises with less than 100 employees. It is undoubtedly a huge challenge to achieve "small, complete and complete mahjong." Cooperation between industry chains is increasingly important. Is the supporting industry chain ready? How can Foundry and the supply chain support these massive chip design companies? Do these small and medium-sized chip companies receive sufficient resources and support today?
In terms of design services, this is an indispensable part of some domestic companies with weak design capabilities, or system vendors plugging into the field of chip design, or if they want to outsource some modules in the SoC chip to reduce the pressure. Dai Weimin said, "We used to serve many chip companies. Now the objects that need to be served have become platform companies like Ali, Tencent, Baidu, Amazon, and Google. They want to make chips. They are leading the industry and they need to Customization: Some chip customers are now developing at the system level. I want to emphasize that we absolutely do not compete with customers and do not make brand products. We have a well-established IP core and are very advanced in some areas. Go, first make a board into a chip, write software, do a lot of system things, and when the chip company goes upward, the system company goes down, but does not have a chip team, so look for our design service company. Companies that go up and down will find us."
In terms of tools, EDA and IP are indispensable. Ling Lin pointed out that the era of system design automation and intelligence has arrived, and the era of complex/super system design has also come. In the past, the chip and system design were inefficient, and now the development of IP allows us to do more complex systems. In the past, we were EDA company. Now I want to emphasize the automation of system design. Therefore, in the situation where the system design is more and more complicated, we have to integrate various software solutions and chips to facilitate the integration of the system in the future. IC is the core of the electronic system. We provide three main platforms in this respect. The first is the scalable verification platform. The second is the bridge connecting all design companies and the chip production, namely the CalibreDesigntoSilicon physical verification platform. The third is the yield increase platform. All products can not occupy the market in small quantities. Therefore, we must expand the market. For the acquisition of Siemens, they will have more financial assistance to Mentor, helping us to do some more challenging future technology research and development, so I think that the system plus IC design, this is our best two The core provides the best and most complete solution for the entire industry.
Lin Rongjian pointed out that Synopsys has been increasing the training of local talents and cooperation in universities. Synopsys led the world's top experts to teach a full set of integrated circuit design tutorials developed over decades, including 131 undergraduate and postgraduate courses. This year, Synopsys participated in the preparation of the "white paper on the status of the integrated circuit industry," has also been filled in the gap before the talent gap in the country. In addition, new processes, such as FinFET and FDSOI, have more and more experience and requirements for product design. Synopsys continues to invest in R&D in areas such as new processes, new processes, and in-depth cooperation with global ecosystem customers. We believe Synopsys will ensure that users receive the most advanced and safe in EDA, IP, artificial intelligence, automotive electronics and information security. Design support.
On the IP front, LeeChu, vice president of sales for Kilopass, stated that Kilopass has been upgrading from simple storage to security in the past few years. In the past, it may have been just storing simple keys. Now it has its own system for key storage. Currently, Kilopass as the industry's leading storage IP provider, especially on security chip solutions, can provide support for the development of China's storage industry with new and old technologies. Kilopass already has more than 60 granted and pending patents, and more than 5 million wafers from more than a dozen foundries and integrated equipment manufacturers (IDM) are in volume production. Kilopass also has a continuously growing customer base of more than 150 items, including the storage of firmware and security codes, calibration data, and other application critical information. Kilopass's technology application covers industrial, automotive, consumer electronics, mobile devices, analog and mixed-signal, and Internet of Things (IoT). Storage is the most basic component. China has paid more attention to flash memory in recent years. However, domestic companies have not done any in-depth research on the part of storage IP, mainly because of the need for long-term technology accumulation, which is also lacking in China. Doing IP is not like selling several million or tens of millions worth of R&D products. IP is based on the accumulation of basic tasks and is slowly developing. In the future, we hope that everyone will pay more attention to it and make it deeper. There are overseas mergers and acquisitions in China, but it is unlikely that mergers and acquisitions will be able to operate in the long term. This is related to the company itself and it is necessary for all parties concerned to cooperate and move forward to have a chance.
According to Jianjun, Ruixin Micro was committed to the low-power voltage-domain analog design from the very beginning of its establishment. The deep understanding of the process and the utmost optimization of every detail allowed us to have ultra-low power that is currently at the leading level in China. Dedicated analog IoT solutions and a full suite of ultra-low power analog IoT solutions for the commercial IoT chip “Suzaku 7100†from the top domestic companies. In the future, Ruixin Micro will not forget the early days and strive to achieve better results in the voltage domain low-power simulation design.
In the foundry industry, new foundries throughout the country have blossomed, and international foundries have also competed in the deployment of advanced production capacity in the mainland, and the country has been in full swing for a time. Luo Zhenqiu said that in fact there were similar conditions in Taiwan 20 years ago, but the cover wafer factory is different from the ordinary factory, so long as there is money to cover basic plants and buy machinery, it is difficult to do what the customer Where is this? The process determines the infrastructure needs of the fab, and the customer determines the future revenue. Only these two aspects are taken into consideration to ensure the fab's return on investment more efficiently. For TSMC, it can be said that "the army hasn't moved, and the food and grass will go first." The customer's order is for food, why Taiwan Semiconductor Manufacturing Co., Ltd. will cover the factory in Nanjing? It is because China's integrated circuit design has reached this step. TSMC currently uses more than 20 16nm and 12nm projects in China. It is naturally necessary to have base services for these customers, and providing local services is the most efficient. The two most important points for TSMC are: to cover enough customers, and to help and support potential customers. "We very much hope that our customers will succeed, and we will do our best to help them succeed. This is why we can continue to develop in China," he stressed.
Shu Qi said that the construction of so many fabs in China is definitely a good thing for China. For Huali, the first phase was successfully completed, and 35,000 tablets were fully loaded up to the first half of next year. The market did indeed have this demand. Although there are more fabs, the competition for OEMs is becoming more and more intense, but this has created a better platform for domestic design companies and has more choices. Huali is focused on advanced process technology, but it is a selective investment. For example, on the 28nm technology node, it concentrates on the development of PolySiON and HKMG. Although unlike the industry leader, there are multiple versions, but Huali will Do a good job on the version. Moreover, Huali will continue to do so. After 28nm, it plans to develop 14nm FinFETs to support all domestic environments.
Some suggestions for China's semiconductor industry
He Ying: The most important problem to be solved is how to make game makers. We need to be more involved in the formulation of international standards and rules. At present, most of the standards and rules we use are made by foreigners, so only by participating in or mastering world standards can we have the right to speak on the world's chip stage.
Shu Qi: 2018 is indeed a very good opportunity. Markets and opportunities exist. So all chip companies, including our company, should do their own thing. R & D not only needs to invest, but also it should be done in a down-to-earth manner. Can give some more policy support, especially start-ups.
Xu Wei: The development trend of China's semiconductor industry is overwhelming. The driving force of China's potential development is the huge market and the subsequent rapid growth of big data. This is different from the U.S.'s greatest value with any other country in the world. We should invest more in AI or big data to truly translate our data into useful resources for us. In this regard, increasing investment will have the opportunity to create more opportunities than Europe and the United States.
Dai Weimin: The restructuring of large-scale mergers and acquisitions, the talent dividend it brings is worthy of attention, and there must be funds dedicated to start-up companies.
Lin Rongjian: People are a big constraint, and this must be resolved. We must start with the planning of the lower education system and the entire education system.
Luo Zhenqiu: I think that China has the support of government funds, a huge population, and very active practitioners. The resources available to them are all visible. Finally, I hope that everyone in the industry must have the entrepreneurial spirit. To do one thing, one must focus on it. Don't be skeptical. Focus on the industry. Do whatever you want to do. Only in this way can you do a good job and be stronger.
LeeChu: In addition to passion, we must have patience to continue to see how to cooperate with colleges and universities, but also hope that the industry can continue to support university research and development. Many cutting-edge technologies are still developed from colleges and universities and we hope to pay more attention to them.
Yang Xiaodong: Local enterprises have the advantage of being hard-working and capable, and their awareness of innovation is strong. The other thing is to insist on it. That is, I think this industry can do it today. First, a large number of people are struggling to persist and do not forget to do something in the beginning. It is a big feature of local companies and hopes to continue.
Ling Lin: People can change everything. The core factor is talent. In addition, the industry is still in the period of change. If we can seize the opportunity, there will be great development.
Xiang Jianjun: The biggest advantage is the market, because we have consumed more than half of the world's ICs and so many processing companies. In the short term, it is still difficult to replace the processed land in China. We have such a large market. With such a large demand, this is unmatched in many places. This is the biggest opportunity for IC development.
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