How can the local semiconductor industry seize the opportunities and face the challenges?
Human development in the political, economic and cultural fields was deeply influenced by the three previous industrial revolutions. Now, with the gradual development of 5G, AI, big data, cloud computing and other emerging technologies, the fourth industrial Revolution is coming.
Among them, the semiconductor as the basis and driving force of the fourth industrial revolution, around this theme of global economic and trade friction. In a larger sense, this is more of a reshuffle of the world order. Countries that seize the opportunity will occupy a long-term global leadership position and lead the economic and technological development of all countries in the world.
The world is ushering in an era of great changes.
Recently, the 4th Artificial Intelligence Technology and Application Seminar and leading entrepreneurs' Business Thought tour Week (phase 21), And Qiushiyuan Semiconductor Industry 2020 Summit and Qiushiyuan Semiconductor Alliance 2020 Annual Meeting were held in Jiangbei New Area, Nanjing. More than 60 experts from the industry, universities and research fields delivered the keynote report, and more than 500 people from the industry, including nearly 300 entrepreneurs, participated in the exchange.
During the event, Zhou Zhengyu, executive director of Qiushi Margin Semiconductor Alliance and chairman of Actions Technology, was interviewed by Ynet.com and told about the risks and opportunities of domestic semiconductor enterprises in the era of great change.
Zhou Zhengyu believes that under the great change, domestic substitution, independent control is becoming the industry consensus. Autonomy and control can be viewed from two perspectives. On the one hand, national security must ensure autonomy and control; On the other hand, in the global semiconductor industry, at least grasp the core technical ability, so that the outside world does not get stuck.
At present, for the semiconductor industry, which has always been global in nature, how to complete the mission of autonomy and control is "How many regions in China should independently build all links of the whole industrial chain?" ", "or the whole country a chess division of labor layout of the whole industrial chain? "Or" China has mastered the core technological capabilities of the whole industrial chain and avoided blockade in the context of globalization "? It's a topic worth discussing.
In the face of trade friction and technology sanctions, Zhou Zhengyu very much agreed with the view of Great Kang Qiushi semiconductor alliance consultant: "to lose the illusion, to meet a long, hard battle." In a word, I hope that the consciousness of domestic semiconductor enterprises can be awakened as soon as possible, and we should use the breakthrough of domestication as the "stepping stone" at any time, so that the "back plate" of China's semiconductor industry can stand up.
In the context of the outbreak of the Intelligent Internet of Things, sound is the most important perceptual information of the Internet of Things. Intelligent audio shoulders the two missions of intelligent upgrading for audio products and intelligent upgrading for many other electronic products through voice interaction, which greatly promotes the rapid development of intelligent Internet of Things.
Zhou Zhengyu said that the company takes it as its mission. In the past few years, on the one hand, it has made great efforts to promote the intelligence and AI of TWS headphones and speakers. On the other hand, the emergence of intelligent speakers, promoted the consumers get into the habit of voice interaction, make TV, air conditioning and other household equipment, including lighting, door lock, refrigerators, more intelligent terminal equipment to based on voice interaction, more and more consumers are demanding terminal equipment intelligent voice interaction ability.
Compared with traditional microprocessor systems, SoC chips have advantages in performance and power consumption. As the core device of intelligent terminal devices and important end devices of intelligent Internet of Things, intelligent audio SoC chip benefits from the rapid development of Internet of Things and further improvement of intelligence. IC Insights research shows that the global market size of Internet of Things chips is expected to reach 20.9 billion US dollars in 2021, 60% of which will come from short distance communication represented by WiFi and Bluetooth.
Face huge industry market size, the torch of science and technology as the leading domestic level low power system chip design companies, inherited the torch integration technology accumulation, in many other aspects of audio technology has a unique advantage, especially the low power high performance audio Codec, audio Codec, voice before and after processing technology in the lead industry, the requirement of audio technology always adhere to the "experience infinite pursuit to sounds" in the first place.
But compared with the international leading enterprises (Qualcomm, Realtek... Etc.), how is the development of domestic manufacturers? Zhou Zhengyu pointed out that domestic audio chip manufacturers are mainly concentrated in the consumer market. With the improvement of the market scale such as smart speaker and TWS headset, the share of domestic intelligent audio chip in the consumer market is constantly expanding and the gap is gradually narrowed. Torch Core's goal is to build itself into the CSR of China. However, there are still some gaps, and the real gap is more reflected in the industrial and vehicle-mounted fields, which have experienced a long development process and have high requirements for the accumulation of product performance, technology and experience. China started late in this field, so it needs time to catch up with the high risk and slow pace. Juxin will spare no effort to further develop these fields with higher threshold.
"In addition, there are also differences in the distribution of industries at home and abroad: foreign industries have formed a scale and followed the development route of merger; In China, there are many small factories with serious homogeneity and vicious competition. They do not pay attention to long-term investment and become more and more dispersed, which is harmful to the healthy development of the industry. Zhou added.
Starting from the consumer sector, domestic enterprises need to make a conscious ecological layout at present, increase r&d investment, patiently accumulate technical experience, and establish a healthy ecology in an orderly manner, so as to continuously improve the market share in the new industry standard iteration and the rising market tide.
From the perspective of the current global semiconductor industry pattern and trade relations, China's industrial development is somewhat difficult in the near term, and may be even more difficult in the medium term. However, in the long run, China's semiconductor industry will certainly break through barriers and achieve breakthroughs.
As Ren Zhengfei said, "no scars, where the skin rough thick flesh, heroes since ancient times more suffering." We should fully believe that every industrial reform must be a combination of challenges and opportunities, and the US will not be lenient in its crackdown on China's semiconductor industry. The more we are afraid of being beaten, the more we will not be able to avoid.
Therefore, domestic enterprises should face up to the challenge, increase r&d investment, pay attention to the cultivation of high-end industrial talents, and strengthen the integration of industry, universities and research institutes by relying on the consensus of China, the world's largest market and independent and controllable industry, as well as the support of government funds/policies, so as to meet the arrival of localization climax in a long and arduous battle.
When China is strong enough, globalization of mutual benefit and cooperation will come naturally.