Chip Design Enterprise Group Wolf Dances, China's chip industry is entering the outbreak period

2013 China's chip imports spent more money than oil imports, so that people began to pay attention to the development of China's chip industry, September 2014 China set up the chip industry support fund 150 billion further speculation on this topic, China's chip industry in the immediate target is Taiwan, relative to Taiwan, the mainland's chip industry advantage is obvious.

With strong market advantages and industrial advantages, China has become one of the forces to compete with Europe and the United States for the right to make communications technology standards, has successfully led the development of the 3G standard TD-SCDMA and 4G standard LTE, and is actively promoting the 5G standard. China owns two of the world's top five equipment makers, with Huawei among the world's top manufacturers. In the efforts of all parties in China, the rapid promotion of the mobile communication technology standards in the patent right, for the domestic chip industry to escort the world, ZTE and Huawei has been in the U.S. market and rivals to launch a number of patent lawsuits and partly win, China has no longer as the European and American casually waving patent sticks.

China has become the world's largest smartphone market, with more than 30% smartphones sold worldwide in 2013, while China is also the world's largest maker of mobile phones, which produces about 80% of the world's handsets, estimated to have bought about 50% of the world's chips. To win market share for the nearest service in China, Intel, Samsung and SK Rexroth are building semiconductor factories in China, and UMC has built a 8-inch and ship-semiconductor plant in Suzhou and has just received approval from Taiwan authorities to invest in a 12-inch semiconductor factory in Xiamen.

Although Taiwan has MediaTek and TSMC two chip industry taps, of which TSMC is the world's semiconductor generation factory first occupies the global foundry market share 46.3% of the market share, MediaTek is the world's handset chip market after Qualcomm's giant. MediaTek is facing the wolves of the mainland chip design enterprise, and faces the challenge of the mainland chip design enterprises to rob talents; Taiwan's second largest, the world's third-largest semiconductor generation factory UMC by the mainland semiconductor generation plant core international challenges. Taiwan's mobile phone company HTC has not seen any signs of revival since Apple's decline in patent warfare. Because of the lack of the mainland in the entire industrial chain of strong strength, the two major chip industry leader facing the disadvantage of a alone.

Chip Design Group Wolf dances

China currently has Heiss, Violet, Rui-core micro-chip design enterprises, they have advantages, in addition to these several chip companies there are several other, here just focus on these several leading position of the chip enterprises.

According to the IC Insights data, 2013 Heiss in the world No wafer factory IC Design Enterprise 12th, 2014 Heiss released Kirin 920 chip performance according to test software rabbit data over MediaTek and Qualcomm's same grade chip, baseband support LTE CAT6 technology is the first baseband in the world to support this technology. After the 64-bit processor became a hotspot, the Heiss only launched 64-bit processors in December, 2-3 months later than Qualcomm and MediaTek. In the use of production technology, Heiss than Qualcomm, MediaTek more radical, has adopted TSMC 16nm FinFET technology production Netcom chip. From a technical perspective, Hai-Si is undoubtedly China's leader, but the current Heiss mobile phone chip is only the supply of Brother enterprise Huawei Mobile phone.

Violet has acquired Intel's investment stake in the acquisition of the exhibition and RDA, and has been authorized by the X86 architecture. 2013 according to the IC Insights Data exhibition in the world's amorphous plant IC Design Enterprises ranked 14th, and 2012 is the 18th place rose rapidly; according to strategy Analytics data in the first quarter of 2014 in the global baseband chip market more than Intel according to the world's third, the current exhibition of LTE chip has been Lenovo and cool pie and so on. RDA launched the GSM baseband chip in 2012 and the monthly shipments reached more than 10 million pieces in the year of August, at that time has formed a threat to the exhibition, which is also the violet light to buy him to avoid the threat of the exhibition. After integrating RDA and the exhibition, The violet Light will strengthen the advantage in the handset chip market.

Rui-Core micro-chip market in the rise, 2014 in the first quarter of China's tablet chip market share, with the cooperation with Intel to obtain the communications baseband, will be able to stabilize the tablet market share, and have the opportunity to enter the mobile phone market. After selling the arm-structured xscale business, Intel has repeatedly struggled to move into the mobile market, but it has always been hard to pick up, so it is working with Rui-core and X86 architecture to the core, hoping to help Intel solve its scratching costs and power problems with its cost and power-control capabilities. And from the first chip XMM6321 to see the performance of Rui Core Micro also didn't let Intel disappointed. 2015 Rui Core Micro will launch the integrated LTE baseband Sofia chip, into the current hot LTE market, Intel's leading technology, X86 architecture strong performance and core micro cost and power control ability to combine or to bring hope to both sides.

Chip manufacturing, bridging the gap with Taiwan

China has SMIC, Huahong Acer and other semiconductor manufacturing enterprises, of which the core of the international strength of the strongest, the most advanced technology. According to the IC Insights data, 2013 years SMIC to 4.6% of the market share according to the world's fifth place. June 2014 Qualcomm announced the use of SMIC 28 nm process to produce 4G chips, December Qualcomm and SMIC jointly promote the use of 28 nm technology production 骁丽 410 successful, with the help of Qualcomm to accelerate the core international 28 nano-technology mature. SMIC is two years behind the international 28 nm, but compared to UMC lag, its 40 nm process is with UMC snatch market share, 28 nanometer technology will lead to Qualcomm will be part of the chip to the core international, further narrowing the gap with the UMC.

Shanghai Huahong Semiconductor Manufacturing Co., Ltd., from the original Shanghai Huahong NEC Electronics Co., Ltd. and Shanghai Hongli Semiconductor Manufacturing Co., Ltd. merged into the world's leading 8-inch wafer foundry. HUAHONG macro-Force technology covers 1 micron to 90 nm each node. According to the IC Insights 2013 Huahong Acer market share ranked eighth in the world.

The chip industry supported by the government

China is trying to support its own chip industry, the formation of 150 billion yuan to support the development of the chip industry, SMIC is one of the supported semiconductor factories, Qualcomm will be part of the chip to the core international manufacturing, partly because of the Chinese government's antitrust investigation pressure, At present, SMIC has formed a press UMC in the process, coupled with the government's support will be able to make the Taiwan semiconductor manufacturing second UMC caused greater pressure. SMIC has also been upgrading its support to mainland chip design companies in the past few years, with the 2013 mainland business accounting for SMIC's revenue ratio of 40.4%.

Violet, Heiss and so on is the government's key support chip design enterprises, is benefiting from the development of mobile phone industry in China. The chip design enterprises such as violet Light and Heiss have already threatened the Taiwan chip design leader MediaTek, Heiss even surpass MediaTek in technology. Huawei mobile phone 2014 shipments reached 75 million year-on-year surge of 40%, its clear priority to adopt their own brother Enterprise Heiss chip.

According to Strategyanalytics estimates, the purple light of the 2014 Q2 by virtue of the WCDMA baseband shipments soared 170% year-on-year, beyond Intel to become the base with revenue share third, has launched the LTE chip and is Lenovo, cool pie and so on, Early investment in the Indian Micromax and become its main chip provider, the current Micromax has become India's first smartphone brand and is threatening the market share of India's first Samsung; the fastest-growing mobile-phone company in China has been producing cell phone chips with the domestic core joint venture. With millet large shipments of the core or will achieve the best performance in history. Domestic chip design enterprises by virtue of their respective advantages to the Taiwan chip design enterprise leading MediaTek threat, and MediaTek's main market is the mainland market, the domestic chip design enterprises in the technology and the market are forming a advantage for MediaTek.

Therefore, some people think that in support of policies and industry to maintain a high degree of prosperity, China's chip industry will enter the outbreak period, of which the mainland chip design output is expected to surpass Taiwan, become the world's second, only the United States.