About 125 billion of the state-level industrial Investment fund will be landing

Absrtact: The biggest change in the history of China's IC industry has been opened, with a total of about 125 billion of the state-level industrial Investment fund coming to the ground. 21st century economic reporter from several sources learned that the national Integrated Circuit Industry Investment Fund (hereinafter referred to as large funds) preparation





China's integrated circuit industry in the history of the biggest change has been opened, the total amount of about 125 billion of the national Industry Investment Fund is about to fall.





21st century economic reporter learned from a number of channels, the state integrated Circuit Industry Investment Fund (hereinafter referred to as large funds) preparatory set up in the Ministry, by the Ministry of General economist Zhou led. The fund company completed the injection at the end of October and has established a fund management company.





Meanwhile, the joint project between the big fund and the industrial chain has started spontaneously. BEIJING, Shanghai, Shenzhen, Wuhan, Chengdu, Xi ' an, Hefei and other China's integrated circuit industry distribution, are starting to start local integrated circuit fund plans. After a combination of mergers and acquisitions, the integrated circuit enterprises have emerged from the Violet Group, CEC (China Electronic Information Industry Group), Datang Telecom and other groups. These local governments and enterprises are beginning to try to connect with the national policy, in order to seize the opportunity in this round of industrial change.





September 16 Afternoon, the reporter exclusive interview with the Ministry of Software and integrated Circuit promotion center. Zhou Meng, deputy director of the Center's Integrated circuit division, said the Big Foundation is mainly for big companies, and large funds will be more market-oriented, including fund companies will set up projects, and then with chip companies to docking, the two sides on the project negotiations, and set up the fund exit mechanism, so that the fund can be rolling operation.




Which part should
?





integrated circuit industry is divided into three parts: design, manufacture, packaging test. Which link should the big Fund invest in? This is the current chip industry chain most concerned about and the most controversial topic.





Zhou Meng told reporters in an interview, at present, design, manufacture, packaging testing in these three areas, China's output value of about 32%, 24%, 44%. In the 2013, the World integrated circuit industry design, manufacturing, packaging testing for 25.6%, 58.2%, 16.2%. Zhou Meng that the design industry has made a relatively big breakthrough, and the manufacturing industry is very backward.





"China's chip manufacturing lags behind the mainstream level near the two-generation process." "Zhou Meng Introduction:" Domestic is mainly 45nm technology, China's largest chip manufacturing enterprise SMIC 28nm technology has just matured, but Intel, Samsung, TSMC 28nm has long been ripe, and began to try 16nm, 14nm process. ”





"The most fundamental reason for the gap lies in capital investment." Zhou Meng points out that in 2012, Intel and Samsung spent about 8 billion to 12 billion dollars in chip processing, plus about $10 billion trillion in research and development, and TSMC's capital spending and research and development spending were also more than $10 billion trillion. But, "SMIC last year's capital expenditure and research and development investment and the 600 million dollars."





a 28nm production line, requires about 20 billion RMB, the annual maintenance fee of about 1 billion yuan. "This is a capital-intensive industry, the domestic manufacturing chain can not rely on its own weak financial resources to support large-scale investment, it is difficult to seek help in the capital market." Can only rely on national funds to support. Zhou Meng said: "For manufacturing companies, the National Fund is willing to play a low-cost financing institutions role."





Isuppli Semiconductor chief analyst Wenjun also said: "Investment in manufacturing, but also conducive to the exit mechanism of large funds." He said: "The national advance outline has been clear, the fund is mainly invested in manufacturing, accounting for about 60%." ”





"The state should more support design enterprises, the design of enterprise personnel, research and development funds has been a big problem of enterprise development." People in the purple Light group disagree. Has acquired the exhibition, RDA's Violet group plans to set up the country's largest chip design company.





the personage thinks: "20 billion may not develop a high craft production line, but enough to support 10 design companies." "It is understood that more than 2000 members of the team monthly research and development funding of about 200 million yuan." 2013 exhibition revenue of 6.4 billion yuan, the income of percent for research and development.





Datang Telecom Chairman Cao Bin before the media interview also put forward: "The state can consider increasing the support of domestic chip design enterprises." At the same time, change the past to support the purchase of equipment and IP mode, increase the design of enterprises to support the human effort. ”





Datang Telecom has integrated its core technology, Datang Microelectronics, the establishment of Datang Semiconductor Design Co., Ltd., at the same time, Datang Telecom also shares SMIC, its chip platform set design, manufacturing in one.





How to fill 4G fault?





in fact, for China's chip design companies, the 4G chip fault crisis is imminent.





Huawei Heiss, the exhibition, RDA, the three 2013-year top three of China's chip design companies, its success largely benefited from China's TD-SCDMA. and into the 4G market, the situation has plummeted.





in early 2009, China Mobile, which obtained TD-SCDMA license plate, began to carry the banner of Chinese independent technology and to support TD-SCDMA industry chain. At the time, chip giants such as Qualcomm and MediaTek were not bullish on China's commercial TD-SCDMA technology, and its products focused on WCDMA, a commercially available 3G format.





3G Commercial, China Mobile to develop 3G users each year to purchase tens of millions of TD-SCDMA mobile phones, and provide a large number of terminal subsidies. In 2012, 2013, mobile sales TD-SCDMA handset volume has reached 56 million, 150 million departments respectively.





in this market without giants, China's chip design enterprises to rise rapidly. 2011, the exhibition has launched its large leading industry level of 40nm Chip sc8800g, won TD-SCDMA 50% market share, and began to dominate the market.





but it doesn't have a very short-lived. After the LTE commercial, China Mobile announced in early 2014: "2014-Year plan to sell 1.9-220 million terminals, LTE terminal billion." 2014 TD-SCDMA and LTE terminals, 2015 reduce TD-SCDMA number. "In the middle of 2014, China Mobile stopped the TD-SCDMA terminal subsidy, the process was accelerated in disguise."




The
market is rapidly turning to 4G. Qualcomm in 2012 launched the mobile requirements of the 4G phone chip, MediaTek followed up. But China's chip companies have not been able to keep up, until June this year, Huawei Heiss released the 4G five-mode chip, but only for the use of Huawei, not to market supply. And the exhibition, the core this year also released a 4G chip, but not mobile requirements of the five model.





Recently, China Mobile Chairman Xi announced that the number of LTE base station from the original plan of 500,000 to expand to 700,000, China Mobile is accelerating from 3G to 4G transformation, leaving the domestic chip design Company's window period is rapidly compressed.





It is alarming that, in the 3G to 4G era of transformation, the international well-known chip design company Italian-Ericsson Disintegration, Japan Renesas, Bo-Tong shut down the mobile phone chip business. In the face of Qualcomm, MediaTek, they also had to leave the field sadly.





"in the high Qualcomm monopoly 4G chip high-end market, MediaTek won the low-end of the pattern, limbo domestic design company in the 4G era of worry." "Zhou Meng thinks.





How to support patent?





in the domestic chip design companies with MediaTek, Qualcomm between the obstacles are many, including the problem of patent reserves hardest to crack.





in a proposal to the Beijing municipal government by a domestic chip design company, the company advises on the problem of patent reserves: "The government has given tax support to design companies to buy intellectual property, software, encourage companies to buy intellectual property, support applications for overseas patent registration, and recommends that the Government establish an intellectual property working Group, Intellectual Property Risk Fund, the formation of professional intellectual property lawyers team. ”





According to the reporter understands, Ministry of software and integrated Circuit Promotion Center All has "the patent defense storehouse", but at present this IP storehouse mainly collects the domestic patent, to overseas's patent resistance cannot play the effective role.





in China in 2000 and 2011 successively issued "to encourage the development of software industry and integrated circuit industry," a number of policies to further encourage the development of software industry and integrated circuit industry have put forward intellectual property policy, the Ministry of Industry issued the "National Integrated circuit Industrial Development Program" Again, "strengthen the application and protection of intellectual property rights of integrated circuits, set up national major project intellectual property risk Management System, guide the establishment of Intellectual Property strategic Alliance, and actively explore the direct financing method and asset management system related to intellectual property rights." ”





but so far, neither chip design companies nor national policies have been able to have significant achievements in the field of intellectual property. A China Telecom senior engineer to reporters: "The fund should be invested in the field of intellectual property, Chinese chip companies if they want to move to the international market, it is impossible to circumvent the patent." ”





"The acquisition of foreign enterprises is the most effective intellectual property right solution." "Zhou Meng to the reporter, August 2014, Qing-core Hua Chong to the U.S. imaging chip manufacturer OmniVision Technologies issued an offer. Core Hua Chong is the Beijing government integrated Circuit industry fund design and Testing fund Management unit.





In addition, Chinese chip companies can also make up for the shortage of high-end talent through mergers and acquisitions. "In addition, companies can be set up overseas to recruit overseas talent to engage in chip design and development." And then transfer the results to the domestic. "Zhou Meng said.