Innovation and cooperation in the hottest IC indus

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IC industry: innovation and cooperation at the same time, energy conservation has attracted much attention

only when integrated circuit enterprises have core competitiveness, can they be said to have the "soul" of the enterprise. In order to inject fresh "soul" into "China core", innovation and cooperation are the only way for the development of China's semiconductor industry

since Jack Kilby invented the first integrated circuit in 1958, after half a century of development, the global integrated circuit industry has become increasingly mature, but the road of innovation is far from over. In recent years, affected by the global economic downturn, China's semiconductor industry is also facing severe challenges. At the recent "6th China international integrated circuit Expo and Summit Forum (icchina2008)" held in Suzhou, Yu Zhongyu, chairman of China Semiconductor Industry Association, said that we are currently in the stage of transformation, expansion and reorganization of the semiconductor industry, and innovation is the main theme of industry development. Indeed, for Chinese semiconductor enterprises, technological innovation and industrial integration are the only way to tide over the difficulties

the semiconductor industry is facing severe challenges

in 2005, China became the world's largest IC (integrated circuit) consumer market for the first time with a total sales volume of 40.8 billion US dollars, accounting for 21% of the global total; Last year, China's IC market share was still the first in the world with nearly 1/3, and its total sales reached US $75billion; It is estimated that by 2010, China's total IC sales will reach 124billion US dollars, accounting for 38% of the global market. However, the stable growth of the consumer market cannot ensure the healthy growth of China's integrated circuit industry. At the forum of "icchina2008", participants believed that China's integrated circuit industry is facing very serious challenges

from the perspective of the overall environment, the current international economic situation is complex and volatile, with increasing uncertainties. In the second half of this year, the U.S. subprime mortgage crisis further intensified, and the "financial tsunami" showed a trend of sweeping the United States and spreading to the world. At the same time, the global real economy is also beginning to be affected. According to Xie Kang, Secretary General of the integrated circuit branch of the China Semiconductor Industry Association, the growth rate of the global semiconductor industry sales revenue last year was only 3.8%, and this year's growth rate will be less than 5%. It is expected that the growth rate will not increase until the second half of 2009. Yu Xiekang said that China's integrated circuit industry is currently facing multiple difficulties, and the situation is not optimistic. At present, due to the production reduction of some complete machine factories, the market competition of integrated circuit products is more intense; At the same time, the labor cost, raw material cost, power and energy cost, environmental protection cost and transportation cost of enterprises are constantly rising; In addition, in order to curb inflation, the Chinese government has implemented a tight monetary policy, which makes it more difficult for enterprises to lend, and the increase of bank loan interest rate also leads to the rise of enterprise financial expenses

China core calls for the soul of China

for the current situation of China's semiconductor industry, Wu Ping, President and CEO of Spreadtrum Communications Co., Ltd., believes that the biggest problem is that there is a "core" but no "soul". He explained that at present, China has nearly 500 integrated circuit design enterprises, which has a considerable scale in terms of the number of enterprises; However, the competitiveness of these enterprises is generally weak, their product industrialization ability is poor, and they lack patented technology and standards. Many enterprises have to rely on price war to compete at low prices. "There are external and internal reasons for this situation." Wu Ping said, "Externally, the global integrated circuit industry has entered a mature period, the integration of the integrated circuit industry has been strengthened, and the competitiveness of foreign integrated circuit enterprises has been greatly improved; internally, Chinese integrated circuit enterprises have a low starting point, unreasonable industrial layout, and lack of necessary integration in the industrial chain. Therefore, China's integrated circuit industry has no obvious advantages. In addition, national policies need to be further clarified for enterprises Point out the direction for the development of the industry. "

the innovation of enterprises is not only reflected in technology and products, but also in business model and management level. Rational innovation, on the one hand, is to enhance their core competitiveness, on the other hand, we should also strengthen the use of external resources, which puts forward higher requirements for the cooperation and even integration between enterprises. If innovation tests the depth of thinking of insiders, the cooperation and integration between enterprises tests the breadth of our vision

integrated circuit manufacturing enterprises are also exploring the road of innovation and cooperation. Zhang Rujing, President and executive president of SMIC international, said that in the past five years, in addition to rapidly increasing production capacity, SMIC international has also fully cooperated with domestic design companies, scientific research institutions, colleges and universities and government departments to improve the technical level of enterprises, after the total industrial output value and sales volume of the whole industry have reached Jinan new era Gold Testing Instrument Co., Ltd. and the experimental machine is worth using, amounting to more than 50billion yuan. At present, SMIC has mass produced logic products, digital analog hybrid and RF products ranging from 0.35 μ m to 90 nm. It is expected to pass the certification of 65 nm logic products in the fourth quarter of this year, and 45 nm products will also be launched in 2009. According to Zhang Rujing, the reason why SMIC can shorten the R & D cycle from 65 nm process to 45 nm process is that 65 nm process is completely independently developed by SMIC, and the technology of partner IBM is introduced in the 45 nm stage, which significantly accelerates the progress of R & D

energy conservation and consumption reduction are concerned by the industry.

in addition to innovation and cooperation, energy conservation is another focus of this Expo. Reducing energy consumption runs through the whole industrial chain from components, parts, complete machines to systems

the wide application of electronic products has not only changed people's lives, but also increased a lot of energy consumption. Pan Jianyue, global vice president of Synopsys/President of Asia Pacific region, pointed out in his speech that at present, the power consumption of 1billion personal computers in the world needs more than 800 large-scale thermal power stations or 130 Qinshan nuclear power stations, and low-power design can effectively reduce the energy consumption of electronic products, and optimize the system architecture, design process, process and related software synchronously, Thus, the energy consumption of electronic products is reduced to 1/10 or even more of the existing level

ajaypadgaonkar, the marketing director of the power management division of national semiconductor, believes: "The next generation of power management chip technology can quickly adjust its functions according to the change of load and give full play to the maximum conversion efficiency. The latest integrated circuit design will flexibly adjust its operation according to the sudden change of the feeding system, and provide independent and settable output voltage for the cores with large power consumption, such as central processing unit, digital signal processor, special integrated circuit, etc." Therefore, using chips with advanced energy-saving technology to improve the energy efficiency of electronic systems is of great significance for energy conservation and consumption reduction

energy saving in semiconductor chip production is also the focus of the industry. Sunkejian, senior manager of China Marketing Department of applied materials company, said that as a semiconductor equipment supplier, applied materials company is mainly committed to energy saving in the production process from three aspects: first, reduce the energy consumption of equipment operation from the design of new equipment; The second is to maintain communication with customers in order to make more effective use of production equipment; Third, for the equipment that has been used in the factory, it will also further carry out technological transformation and upgrading to achieve the purpose of energy conservation

ic OEM enterprises should strengthen their awareness of investment risk

if the news that the enterprise is being restructured from within Ningbo Zhongwei company a few months ago is not surprising, then on September 19, the fact that the first auction of Zhongwei assets announced its demise is enough to arouse people's thinking. Although the production line was officially put into operation in Ningbo for only four years, its "seniority" in the semiconductor industry is quite high. Zhongwei's production line was once the first 6-inch production line of TSMC. Then, why does the phenomenon of "South Orange and North orange" appear in the production line of TSMC that operates normally? What lesson will this leave us? If we just talk about things, the bankruptcy of Ningbo Zhongwei will not have a great negative impact on China's semiconductor industry, but through this case and thinking of many IC manufacturing projects that have been abandoned halfway, we can't Hexcel company for A350 X. what industry is your experimental machine used in? A: the quality inspection WB provides all carbon fiber composite boards and does not pay more attention to the investment mode of China's integrated circuit manufacturing industry

when the "No. 18 document" was issued in 2000, the main problem faced by China's integrated circuit manufacturing industry was the lack of production capacity. Therefore, there was the planning goal of building 10-20 chip production lines in Beijing and Shanghai respectively. Taking advantage of the policy, the mode of "management team + local government support (such as land and factory buildings) + overseas second-hand equipment + bank loans (or venture capital)" provides the possibility for the rapid expansion of the industry, and the completion and operation of Ningbo Zhongwei 6-inch production line is a successful example of this mode

however, the disadvantages of this model are also obvious. First of all, the funds invested in the project in advance are almost borne by the local government, and the lagging development of China's integrated circuit manufacturing industry makes local decision makers lack sufficient information and experience to judge and select investment projects, and even lack a deep understanding of the basic conditions required for construction, so the risk is unimaginable. Secondly, the management team (especially the core management) has relatively little investment in the project, which leads to its lack of willpower to "succeed or fail at one stroke" in the process of project operation, and will more or less ignore the enterprise's risk management. Therefore, once there is a problem in a certain link of the project operation, it will face the embarrassing situation that all previous efforts will be wasted. It can be seen that the operation of a project, in addition to the "hardware" such as market, talents, funds, technology, equipment, land, etc., the "soft power" such as the judgment of the competent party and the willpower of the operator will also affect the success or failure of the project. In fact, the emergence of this investment model in China is not accidental. It stems from two backgrounds. One is that the level of China's integrated circuit manufacturing industry was far from the international advanced level at that time, and the other is that the investment of overseas enterprises was subject to many restrictions. It can be said that although this mode has made a considerable contribution to the development of China's integrated circuit manufacturing industry and contributed to the progress of the whole industry, we have also paid too much tuition fees

relatively speaking, some companies backed by successful enterprises or large enterprise groups in the industry, such as TSMC (Shanghai), Hejian technology and macro semiconductor, are more competitive in technology, capital and even market. Therefore, although they also need to overcome many difficulties, their overall operation performance is commendable, and the development of enterprises has also made great progress. Of course, this does not mean that we must grow a pair of "snobs" when attracting investment in the future. However, under the premise of insufficient existing judgment, the strength of its cooperative enterprises should undoubtedly be an important factor

after the rapid development of the last eight years, China's integrated circuit industry is no longer what it used to be. Not only has there been a flagship integrated circuit manufacturing enterprise such as SMIC international, but also has attracted Intel, the leader of the global semiconductor industry, to invest and build lines. China's integrated circuit manufacturing industry will continue to develop rapidly, and many people with lofty ideals all over the country are also gearing up for success

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