Dog Mouth Ivory Series 5: The ZTE Incident in the Eyes of IC Designers

I. Introduction

Recently, the US government used ZTE to export equipment to Iran to prohibit chip companies from selling to SMIC. The impact of this incident is far-reaching and is by no means as simple as the surface!


China has developed rapidly in recent years, especially in high-end industries such as high-speed rail and aerospace. It has more confidence in high-end industries, often in the name of the second brother. It was only after the ZTE incident that we were as unprepared as the Yugoslav embassy was bombed in 1998. . In 1998, military capabilities were not enough, and it coincided with a critical stage of economic development, so I had to shed my teeth and swallow in my stomach. In the blink of an eye for twenty years, we thought that we had stood up and had enough capital and strength to break hands with the old Americans. As a result, we did not expect that China is now fat or fat, but it is just puffy. Many key industries and technologies have been lost. The enemy stuck his neck.


As one of the best IC designers in the industrial control industry, the industry veteran who knows the most about control in the IC design industry, I would like to use this treasure to vent my depression for many years.


The old dog started to work in IC design 18 years ago, that is, around 2000. At that time, there was very little information in this area. Basically, I found it all the way, that is, I couldn't find the organization, lacked information, and there were many mistakes with few books. information. Fortunately, it was just a small dog, with strong curiosity, he walked through it step by step. Mainly engaged in the front-end design of communication protocol chips and processor chips. Several chips have been designed in history. Among them, the dedicated processor for ground control system designed for China Aerospace is the only dual-core PLC hard-solving processor in China. This chip is also A pride of the old dog, a successful tape-out, there has not been any design problems in seven or eight years, and it has also contributed a little to our China's aerospace industry.


In order to prove that we are qualified to vomit this slot, I specially posted a picture of the dual-core SOC chip architecture I designed to the town building. It is estimated that few friends in the industrial control industry are interested.

ZTE, PLC chip, Internet of Things, Shenzhen International Internet of Things Summit Forum, Device Cloud, Industrial Internet

2. The chip industry staying in place

China has the world's smartest brain, the world's largest use of chips, the world's largest electronics industry, and the world's most important government for independent intellectual property rights. Why is China's chip industry still standing still in the past two decades? Should be responsible for this? Many experts have said that our foundation is poor, our foundation is weak, there is no ecology, etc... Shit! These are all appearances, and they cannot explain why China's chip industry has not moved in place for so many years. Old dog believes that the core issue is intellectual property! Note that the lack of intellectual property protection caused the stagnation of chips. Simply put, there is no money to make chips! Or there is a better way to make money! That is reverse design. Our hardware engineers often have multiple quotations for the same chip when purchasing chips. For example, a few years ago, MAX485 chips (a 485 driver chip that most manufacturers will use) would cost 7 yuan, 4 yuan, 1.5, The price is seven cents. If you find a wholesaler, the other party will explain to you the original factory, Taiwan package, mainland package and bulk new. Why are there so many differences? Original factory: The design cost of ordinary chips is quite high. For example, to design a brand-new MAX485, it needs to invest 10 million in research and development costs. Therefore, manufacturers need to allocate the development costs to each chip during production, so sell 7 Yuan one piece. Taiwan packaging: A Taiwanese company polished the chip and took an electron microscope, and got a complete layout. It even reversed the RTL file and trimmed it. Just like PS, it can be directly used for production. In this way, the cost of engineering samples from reverse to out of small chips is about hundreds of thousands. Then it can be mass-produced. Each ordinary 8-inch wafer can cut out thousands of small MAX485 chips. The direct production cost is only a few cents. He sells 4 pieces later, and the function is exactly the same as the original one, but Reliability and performance will be slightly different. Mainland Packaging: Similarly, many insightful people in Guangdong are also engaged in the same industry. They don’t need R&D or channels (directly go to the original factory or ship from Shenzhen SEG). The cost is extremely low and the profits are exploding. High, but the price is a bit cheaper, sell 1.5. Sanxin: Then what the hell is this 7 mao? These are mostly due to the US’s bulk export commodities to China-electronic waste. The world’s main processing country for foreign waste is China, which has a complete and clear industrial chain. It was in Zhongshan, Shunde, Guangdong twenty years ago. Moving to Chaoshan a year ago, it created a strange circle in the global IC industry. A large amount of foreign garbage was sent to Chaoshan one by one container. Then, like betting on rocks, you can’t open it. Everyone just bet blindly. You say 5000, I say 1. Ten thousand, then it belongs to me. I bought it and opened it. If there are many hard goods, it can be realized directly. For example, old notebooks, old mobile phones, refurbished in good condition and sold directly as new machines, or reselling to old ones across the country The goods market may replace the old with the new, especially for industrial control products. If you cannot sell directly, disassemble the spare parts first, such as the screen, memory, motherboard, etc.; if the spare parts cannot be dismantled, use them to disassemble the parts. The high temperature crucible circuit board is knocked down, and the components are cleaned downstream and laser marked. , Packaging, when new components are sold to SEG, this is why a lot of devices are only sold for a few cents than 4 yuan and it is better to use (in fact, when these devices are removed for speed, the temperature is usually quite high, and many have been injured) . Many ethical manufacturers in the industry wailed: selling new is worse than selling old, and selling old is worse than selling fakes. In this case, whoever does positive design is stupid! The old dog was tempted many times in the past and almost went to the blue ocean of reverse design. The thought of those tens or hundreds of dollars in the production cost of only a few dollars, like a money printing machine, made me enthusiastic. If it weren’t for the thief ship of automation, it’s probably not clear anymore:) (For an advertisement, you can search the device bank in the WeChat applet, experience the 30-minute device cloud, and understand the old dog Why give up the grand career of counterfeiting chips) 3. What is the difference between Chinese and American chips?

ZTE, PLC chip, Internet of Things, Shenzhen International Internet of Things Summit Forum, Device Cloud, Industrial Internet

I am familiar with Mr. Hu Weiwu, the general manager of Godson, and I have some business contacts. Teacher Hu has been carrying the heavy responsibility of domestically produced processors for many years. Like Don Quixote, he stabs the evil dragon in his mind one by one. As a former colleague and friend, I always have a feeling that I can't tell. I really want to tell Teacher Hu that in this situation, it is necessary to change the goal of Godson. It must be market-oriented and not just insist on political correctness.

Teacher Hu has a dream of independent intellectual property rights for desktop PC processors. He is making contributions to the country. It is precisely the country's non-protection of intellectual property rights that caused Godson's difficulties. This is the same as the Kingsoft WPS back then. , The original design in the country is basically streaking, and it's nothing more than being suppressed by large foreign companies. The core is being squeezed by domestic fakes and second-hand goods. Now that Godson has basically been squeezed into the military industry, it is actually unlikely to compete with Intel on mainstream desktop PC processors. If the country protects intellectual property rights, at this time, everyone will pay more for the cost of property rights, such as operating systems, such as word processing software. But at the same time, it will force many occasions to abandon expensive foreign software and accept domestic software. Only then will some new platforms and new ecosystems appear. This is also a healthy ecosystem. Do you really think that Microsoft can't find outversions? ? They did it intentionally. On the contrary, because of the trend of software inversion, 99% of people are using Intel and micro software platforms, and everyone has no motivation to use domestic hardware and software with lower performance and functions. Domestic hardware and software cannot be upgraded without income. , Cannot survive. This ecology has been sealed. For example, if you use the Dragonson PC operating system with the winning Kylin, and the word processing with WPS, the problem is that your QQ, your tool software, many of them are not supported, and various inversions are added. No one can solve this situation. Also in the IC design industry, if it is a digital device, in addition to some special high-performance, the domestic design level is not bad, the poor is the tool software, the poor is the production process. It just so happens that these two areas require adequate intellectual property protection to survive. Does China have its own design software? For example, compilation, synthesis, simulation, electromagnetic analysis, thermal analysis, at least I have not seen, all domestic tools and software can only be sold on the hardware for free. (Device Bank is the world's best device cloud minimalist development tool. In order to conform to domestic habits, it is also free. If you support what I said, please go to the WeChat applet to search for a trial) This SMIC incident, I estimate the number Devices are secondary, and more troublesome are microwave and analog devices. In these respects, the gap between us and the United States is even greater than 20 years ago. Others, such as CPUs and FPGAs, still have a lot of reverse-designed military factories in China that can provide them. If there are quantities, the price can be reduced to commercial use. On the contrary, these microwaves, analog devices, and power devices require the accumulation of time and experience. The principle is quite clear, but the process is quite complicated. Everyone has not seen that after the global IC companies merge vigorously, analog devices are only so There are a few. For example, AD converters are only a few of TI, AD, and MAMIX, and the same American companies, including some wireless and microwave devices, are the core reasons why ZTE is unable to resist. Fourth, how can we solve the Chinese core ZTE, PLC chip, Internet of Things, Shenzhen International Internet of Things Summit Forum, Device Cloud, Industrial Internet


The first thing is to solve the problem of intellectual property rights. If I design a chip, I can make a lot of money, more than real estate. If I design a set of software, it can give me financial freedom. There are some powerful people in China who can surpass Britain and catch up with the United States in a few years. Because Laogoo has been cooperating with China's aerospace industry for ten years, the astronauts are most proud of the most damaging technology of the US blockade of China, which is usually China's strongest autonomous capability, and in many respects it is internationally leading. On the contrary, in the open fields of the United States, we have stood still and stopped moving forward. As a former senior IC designer, I need to remind everyone that IC design is really not as complicated as imagined. It's just that every core IC is an ecology. In other words, people who do IC must understand applications. IC revolves around applications. For example, STM32, which is used a lot in the industrial control industry, is a very successful example. Since the 1980s, 68K and 8051 have been widely used in the industrial control industry. Later, 8051 occupied 90% of the embedded industrial processor market at that time. Many IC manufacturers are thinking about how to design a chip to replace 8051, including the following 8096, 80186, etc., but failed to pull 8051 off. The final task is STM32. This chip is quite suitable for industrial control. Resources Rich, all functional designs are based on a deep understanding of the industry. This is precisely what Chinese chip makers lack, not simple chip design, which is the core reason why Chinese chip makers cannot build an ecosystem. After the dry goods are blown up, let's take some private goods. Device Bank: It is a set of development tools for device cloud, which can realize device cloud in 30 minutes. You don't need to know programming. Use your mobile phone to search the small program "device bank", you can use it for free without registration. This is also the reason why I have to abandon the IC design career of tall and large and invest in the red sea of ​​industrial control. Everyone puts forward more opinions and forwards more. This is also the best way to help China's automation industry.


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