LED lighting industry boosts the coming of China's semiconductor era

In the past, the media and the industry often said that cutting-edge and advanced semiconductor technologies would not be invested in China. Some governments have set restrictions on exporting specific semiconductor technologies to China, therefore, in the past, international semiconductor factories invested in semiconductor-related businesses in China, mainly chip packaging and testing plants and fabs under 8 inches. However, this situation has opened up in the Chinese market. The Chinese government has been actively attracting investment recently, announcing that it will spend a large sum of RMB to buy technology and equipment to cooperate with foreign capital to establish a new Bureau of China's semiconductor industry, there has been a major change. Intel just announced on September 26, 2014 that it would invest US $1. 5 billion in Ziguang group, with a shareholding ratio of about. The predecessor is the Spansion of AMD's flash memory business. It also announced a joint venture with Wuhan Xinxin to launch a new 3DNAND joint technology development cooperation and expand its production capacity in China. These all represent international semiconductor companies. Although they have doubts about the outflow of technology in the Chinese market, the Chinese government is actively fostering the local semiconductor industry, in the case of offering policy subsidies, anti-monopoly tariffs and other soft and hard means, it has to choose mainland China as a new battlefield, and it is worth thinking about Taiwan's semiconductor industry. China actively introduces foreign investment in semiconductor and wants to copy the experience of panel and LED. Compared with the LCD panel industry and LED industry that have developed in China, semiconductor technology is relative to other major science and technology, it can be regarded as a commercial industry with high integration degree and technical difficulty in the fields of physics and chemistry, with high investment cost and high technical threshold. The two industries of panel and LED, Taiwan once belonged to a very high position, but at present, under the circumstances that China invests huge funds and various local policies subsidize the purchase of equipment and machines, as long as you buy equipment and adjust the formula, you can mass-produce general products. For Chinese manufacturers, liquid crystal panels and LED chips have long been no problem, and gradually realize the local self-production of the Chinese government, reduce dependence on foreign imports. Although cutting-edge panel and LED are still in the hands of first-line manufacturers such as Japan and the United States, low-and medium-priced panel and LED components, abundant production capacity and low prices in the Chinese market, it has been more and more fully able to meet the market demand, and this industry has a pyramid structure of profit stratification. However, in the semiconductor industry, it is actually more difficult for China to replicate the successful experience of liquid crystal panel and LED industry. The semiconductor industry is not to buy equipment, introduce technology, and dig talents. It has a high learning threshold, and the related industries and talent supply chain are more complex and specialized. At the beginning, South Korea's big factories learned that Japan and the United States were going to do semiconductor industry. The technology of digging corners and investing was mainly based on the memory industry, because although the DRAM process was advanced, it would cost a lot of money to buy equipment, however, the experience of copying the memory process is relatively simple, so South Korea's semiconductors will soon grow significantly and then do other semiconductor fields. China's initial index semiconductor company was SMIC Semiconductor, which was also a semiconductor factory created by Taiwanese Zhang Rujing when he went to China and invested in gold, but its technical strength was not as good as Taiwan's TSMC, therefore, the semiconductor products before SMIC were mainly based on DRAM. Later, there were some achievements in the field of foundry, and they have recently climbed to the fourth and fifth places. For China, it is quite difficult to achieve cutting-edge semiconductor foundry, but there is still a chance to get a standard. In the semiconductor industry, semiconductor companies that do not need fabs are called Wafer-free semiconductor factories, which mainly focus on IC chip design. NVIDIA, MediaTek (MTK)Qualcomm (Qualcomm) Such companies are such products, with chip design talents and a large group of research and development engineers. Therefore, in the field of semiconductors that do not consider fabs, China chooses to support chip design factories as the correct route, cultivating talents and introducing talents and technologies. At present, I have seen the IC design factory of Tsinghua Unisplendour (RDA)And mobile phone chip factory exhibition (Spreadtrum) The strength is already good, and Spreadtrum accounts for the third place in the smartphone chip market, second only to Qualcomm and MediaTek.