Chip industry difficult to escape restructuring doom?

This time, the news about the chip industry, the content of mobile phones, PCs, games, and even smart cars, first Microsoft revealed interest in the acquisition of AMD, then MediaTek saw Nvidi, and just one months ago, Intel at $54 per share of the purchase of Altera, Domestic chip industry continues to spread good: policy aspects of iron heart to support the development of chip industry, it is estimated that leaders do not want to see others face. The above-mentioned industrial chain of acquisitions, some have become a reality, some are still rumored, but not all indicate the chip industry chain reorganization trend, this trend and the enterprise itself has an inseparable relationship, and depends on the development of the entire terminal industry chain, in fact, only a mobile internet let Intel, Qualcomm's situation Sheroyun, And MediaTek from the cottage to the smart machine, the performance staged a deep V-flip, from the peak to the bottom, and suddenly back to the Giants, the grassroots-based Chip enterprise, is also a small miracle created.

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Microsoft's situation is a bit tricky, it is one of the most lucrative companies in the mobile internet era, but it does not have much money to do with mobile technology, or even become the famous sucker of this era, first burned 6 billion of dollars, did not make any good products, and later spent $7.1 billion to buy Nokia, still tepid, The launch of the smart phone even the name of people can not remember. Now, Microsoft's cash reserves of up to $90 billion, AMD shares only $1.81 billion, it seems that the money is not a problem, the question is how many Microsoft Xbox can sell, and AMD because the hardware chip support to the Xbox has earned enough, it is willing to walk into the signs of the decline of the big door? For Microsoft, the most likely strategy is to use AMD technology to develop their own smart machines and tablet chips, so as to create their own industry chain, but "Big head of Microsoft" can really make such a high-level thing?

In addition to these pyramid enterprises, some grassroots enterprises also began to rely on policy, market efforts to swim upward, the most representative is the slow rise of Chinese chip enterprises, there are policies to help the busy, there are local market dividends, perhaps in the next 5-10 years, we can really have one or two chip enterprises to go abroad, This is really exciting, if we are to find the right, chewy and pragmatic direction of development in this reorganization.

Chip World, who is behind the biggest boss

Now the chip industry is noisy, but their exposure rate is more than the terminal manufacturers, the world only know that there are apples, Samsung, millet, but often do not know the hidden behind the smart phone industry chain is huge, from the display to the battery, from the camera to the vibration of the motor, as well as the flex foam attached to the pad, The screws on the outer frame, even the waterproof paint that never works, all require specialized enterprise supply. With iphone/galaxy/Red rice note of the red, some enterprises from three or two of the plant expansion to a look at the edge of the industrial park, and any of the changes in the sales of smart phones will have an impact on these dazzling enterprises, some even related to the fatal impact of life and death.

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According to the general logic, the chip industry is the industry chain of the highest risk-resistant suppliers, they rely on high-tech content, once able to around the entire market, like some leading chip giants will often choose according to their own mood supply quantity, with more vulgar words is, supply to you, is to see you.

The reason is that Apple is the big boss of the entire chip market, because it holds the entire high-end smart machine market, and in a short time, it is difficult to find another area, can have a huge market such as smart machines. The PC market is on the wane, and Intel is now desperately trying to get into the field of smartphones, but its record is bleak; the tablet is not red enough, it has begun to decay; professional consoles are constantly impacted by the smart machine, the demand for chips is limited, and the future of hope is likely only for the internet of things platforms, smart cars or virtual reality, Just too far away, too many businesses may not be able to survive at that time, suddenly disappeared.

National Creation core, Chinese power on the road

Smartphone high-end market, there seems to be no too many variables to say, word, all rely on the mood of Apple, it sounds very naïve, but has been infinitely close to the fact. In contrast, the low-end market is much more variable, especially in the Chinese market. There are 1.3 billion people, Huawei, Xiaomi have not only successfully recaptured the mainland market, but also is expected to go out to sea, in the same conditions, they will prefer the domestic chip suppliers, not to mention, the policy of good will also become the important driving force of China's chip industry, in short, the rise of China's mobile phones may be the development of the entire industry chain

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a few years ago, the domestic chip 90% are dependent on imports, a single year import amount of $200 billion, this figure almost with the oil tie, those sent in from abroad into the chip into the large and small foundries, uneven quality, and the emergence of suppliers than customers more bull absurd things, Tough as Foxconn in the face of chip supplier MARVELL/LG when unexpectedly also want to obsequious, not to mention those coastal small generation factory. With the rise of mainland smartphone manufacturers, the Chinese market has gained more voice, but many mobile phone brands rely heavily on foreign chips, rather than Chinese mobile phones have made a technological breakthrough, rather than to say that we integrate resources, capital games to play better, in fact, the CEO of the preface has realized the seriousness of the problem, Xiaomi, for example, has sent news of its cooperation with the Alliance to get rid of overseas imports, a move that even angered MediaTek, who once downgraded its shipping priority to Xiaomi, while the more aesthetically-based Chinese chip company is Huawei, whose mobile phones have been "glorified" at home and abroad for two years, and have launched their own mobile solutions According to the sales figures that Huawei has just announced, their total shipments were 50 million in the first half of the year, with more than 30 million in the second quarter, at this rate, The total annual sales of Huawei mobile phones reached 110 million, it is worth mentioning that each Huawei mobile phone is equipped with Huawei HiSilicon Kylin CPU, that is, their chips on their own mobile phones have sold 50 million, such sales figures can make Huawei become Qualcomm, Samsung, MediaTek, the fourth chip giant.

Huawei Chip can achieve a phased success, depending on its active exploration attitude, as well as sustained technical precipitation, their research and development expenses last year reached 6.6 billion U.S. dollars, accounting for 14.2% of annual gross income, and this enterprise never extravagant, but know how to cultivate basic skills, relying on research and development, relying on patents, by accumulation, Ren's internal speech always warns employees to have a visionary mind, and insists that 50 years will be rewarded.

In addition to the leading enterprises such as Huawei and Xiaomi in the process of catalyzing domestic chips, policy is often added to a fire, the leaders of the leadership clearly called for the establishment of national integrated circuit industry development team, the establishment of national industrial investment funds, as well as a variety of tall goals, quite a bit of the country's core-creating meaning, This momentum makes China's chip power menacing, overseas enterprises are most afraid of the Chinese mainland's production capacity, in manufacturing, China is far above the world average, and our cost control method has been very perfect, the price advantage is almost minutes. Moreover, China's domestic market is the world's largest chip demand market, accounting for more than 45% of the global total, if the Chinese chip can do well, or, as long as it is not too bad, Chinese enterprises will not shejinqiuyuan.

At the same time, the author also warned the future chip giants, the industry risk is very high, technology is constantly upgrading, the market is often unpredictable, the purchase of equipment alone need to plug the Mr. Gbagbo, in this environment to survive, avoid the pursuit of short-term fast money, but no time for "stage progress" and cheer, And it must take some time to learn Moore's law, and sometimes the law is far more disturbing than the Chinese stock market. (New discoveries of science and Technology, Constantine/Wen)

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Chip industry difficult to escape restructuring doom?