How to find the whole direction of the chip from the market change?

2011 is a test year for China's semiconductor industry, and 2012 is a year of anticipation. The country has introduced energy conservation and environmental protection, the next generation of information technology, new energy, new energy vehicles, high-end equipment manufacturing, such as strategic emerging industries, "Twelve-Five" Planning for China's semiconductor market to inject new vitality. "Integrated circuit Industry" Twelve-Five "development plan" defined the integrated circuit industry development ideas and objectives, China's semiconductor industry will stand at a new historical starting point. In the recently concluded "2012 China Semiconductor Market Annual Meeting" and the Integrated Circuit industry Innovation Conference, the participating experts and the representative of the Enterprise expressed the splendid viewpoint on the development opportunity of China's semiconductor industry and the linkage between the chip and the whole machine.

Looking for direction from market change

How do chip companies understand applications? How to find the whole direction of the chip from the market change? This is our weakness.

At present, the contradictions and problems that restrict industrial development are still outstanding. Ministry of Industry and Information technology chief Economist Zhou pointed out that China's IC products market share is low, the enterprise continuous innovation capacity is not strong, chip and machine linkage mechanism has not been formed, professional equipment, equipment and materials development lag, these problems have not been well resolved. China's integrated circuit industry innovation is still alive, processing technology continues to develop along the Moore's law, market management patterns accelerated changes in capital, technology, talent, the high intensity of the challenges brought about by the very serious.

"Future chip opportunities and challenges coexist." Wei Shaojun, director of the IC design branch of China's Semiconductor industry Association, said: "One is the process technology in the 22 nm or lower, smaller size evolution, it will trigger a series of product changes, and the application of the change is the biggest market challenges, chip enterprises how to understand the application?" How can we find the whole direction of the chip from the change of the market? In the long run, this is our weakness. The second is integrated circuit. A simple calculation to 22 nm, a chip on about 600 million transistors, such a product is not likely proprietary, must be a certain versatility, so to the high-end chip development to give high priority. At present, our country in the microprocessor, the memory aspect strength is still very weak, how can have the achievement in the high-end equipment, is the fast development key. ”

Ke, vice president of Sadie Consultants, also pointed out that, in terms of opportunities, Apple recently released the so-called New IPad, from IPhone3, IPhone4, iphone, IPad1, IPad2, now newipad, product replacement faster and faster, But improvements are getting smaller. This small step-fast innovation, for integrated circuit enterprises, is both an opportunity and adjustment. Enterprise's Market cycle, product update speed can keep up with the machine manufacturer's product update speed? In the challenge, Intel, Samsung, TSMC, the first three major manufacturers capital expenditure accounted for the global IC industry capital expenditure of 50%, the entire industry concentration in the continuous improvement of the industry Matthew Effect highlighted, this to the integrated circuit enterprises to bring great challenges.

The relevant government departments are aware of these challenges and are beginning to strengthen their deployment. Ding Wenwu, Director of electronic Information Division of the Ministry of Industry and Information technology, mentioned that we support IC industry development through major special, integrated circuit equipment and manufacturing technology, and new generation communication technology. We hope that this year in the strategic emerging industries can start High-tech integrated circuit development and innovation special. At present, two have been arranged: the first is the platform test, arranged 1 billion yuan funds; the second is the cloud computing base. Through these special to support the IC industry innovation.

Pattern positioning is important

When you start to do a product, you should consider the application of integrated circuits, the application of the scale is enough.

Today, the industrial environment has undergone a number of fundamental changes, and the pursuit of integrated machine is also the focus of the IC industry has been concerned.

Datang Microelectronics Technology Co., Ltd. Vice President Mu mentioned that IC products need to combine with the whole machine, which is to help the IC products to solve the positioning problem. In some ways, pattern positioning is very important. When starting to do a product, consider the application of integrated circuits, the application of the scope is sufficient, when the product in the development phase, consider the next application product market. Datang Microelectronics of the SIM card, ID card to do a relatively successful, mainly because it is better than to solve the problem with the application of the machine market. In the expansion of social security, financial IC market, we will continue the past ideas, the development of market positioning to find accurate, which will produce a better overall application effect.

"Semiconductor manufacturers to integrate with the whole plant, the whole plant will certainly be combined with the market." Today many semiconductor products are not exactly what the semiconductor manufacturers want to do, but the whole machine makers want to do, such as Apple products. "This also requires IC design to" system design "in the direction of exerting force, not only need the knowledge of chip design and production, but also know how to meet the requirements of the customer in the system design," said Yingang, director of business expansion in Freescale China. To keep up with the pace of application innovation, once the combination of the application and slow, customers may choose to leave, which is critical. ”

In addition, providing a comprehensive solution is also the focus of future application market needs. China Resources Microelectronics Co., Ltd. CEO Deng Maosong pointed out that the current trend of industry development, IC manufacturers need to provide a more comprehensive integration of the program. The most typical example is when TSMC and Samsung competed for Apple's processor orders, and TSMC failed to complete the solution without a processor-based IP.

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