The hottest semiconductor in the mainland is risin

2022-08-17
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Mainland semiconductors are rising day by day, and core talents still come from Taiwan

in this year's mwc2017, manufacturers in Chinese Mainland shine! Huawei P10 dual camera, oppo 5x lossless zoom dual camera, Meizu 55W fast charging, huiding's under screen fingerprint recognition technology, Spreadtrum's in-depth cooperation with Intel Mobile SOC and so on surprised the whole exhibition. Chinese manufacturers seem to have risen in an all-round way

in the past two years, with the promotion of the National Semiconductor fund, the semiconductor industry chain in the mainland has been rapidly laid out. Wafer foundry has SMIC, packaging and testing has Changdian technology, chip design has Huawei Hisilicon Spreadtrum, storage has Zhaoyi innovation, and the screen panel has BOE Tianma...

everything looks so prosperous. However, in other exhibitions other than MWC, intelligence is no longer the only core. Chinese Mainland has not given any cutting-edge image in new fields such as robots, artificial intelligence, car couplets, assisted driving, etc

mwc (Mobile World Congress) is an exhibition launched by the GSM Association. It has been 27 years since its inception in 1990, but its name was not MWC at the time of its inception. MWC, formerly known as 3GSM conference, was changed to its current name until 4G began to appear in 2008

like his name, MWC focuses on products related to mobile telecommunication services, of which the most popular is -. However, in the first ten years of the exhibition, the protagonists of the conference have been telecom operators such as sprint and Huang, as well as telecom service providers such as Nokia and Ericsson

with the development and maturity of intelligence, the industry has a greater and greater impact on the whole electric environmental protection and energy conservation are the key sub industries for development, and the demand for exhibitions is growing. After changing its name in 2008, MWC did not need to run around the world. Since then, MWC has been stationed in Barcelona, Spain, attracting the attention of global mobile telecommunications industry

the year before MWC became popular, that is, in 2007, 10 years ago, there was good news from Taiwan everywhere in CeBIT and CES

new products of ASUS and Acer

via won the patent lawsuit of Intel and launched the C7 chip joint industrial chain to create a new product

turn key solution of MediaTek

Morningstar MSTAR's MP4 chip and video decoding processing chip occupy the TV, PC and other markets

16g ultra-high capacity memory strips of via and Kingston

Gigabyte's motherboard, Qimei and Youda's new screen technology...

the entire Taiwan industrial chain blossomed everywhere and was thriving. Taiwanese people were very proud at all the exhibitions. At that time, Taiwan's industrial chain was excited about creating a Shangben market. Hsinchu Science and technology park has attracted the world's most cutting-edge technology companies to settle in, landing in-depth cooperation with Taiwan's industrial chain, as if Taiwan is about to occupy the world

compared with the arrogance of the Taiwanese industry in those days, some exhibitors such as Shenzhen manufacturers and MP3 players in Chinese Mainland were expelled because of patent issues, and the only proud Lenovo did not give brilliant results

but the era of intelligence is coming. There is no software system support in this market, and it is quickly replaced by better tablet computers. Taiwan's industrial chain is gradually catching up with that of South Korea and the mainland

in addition to being rich, the semiconductor industry chain in the mainland today is still far behind that in Taiwan a decade ago. At that time, Taiwan's semiconductor industry chain was the core of global semiconductor talent R & D, production and manufacturing investment. Today, the mainland can only be regarded as the center of half the capital of the semiconductor industry chain

there is still a gap of nearly five years in the technology of semiconductors in the mainland, and the development of many semiconductor businesses still relies heavily on Taiwan's industrial chain. Semiconductor companies in Taiwan, such as TSMC, MediaTek, Foxconn, Youda, riyueyue, Morningstar, Kingston, and Weigang, have supported the entire consumer electronics industry in the mainland. Although the independent ability of mainland semiconductors has gradually increased in recent years, it is inseparable from the technical product support of Taiwan's industrial chain

at present, the utilization of hot plastics in the mainland on bicycles is far more than the core team talents required by the tide of tire semiconductor investment, which are basically from Taiwan. Although Taiwan has blocked cooperation with mainland semiconductors everywhere, it is limited to the field of technology investment, and not all fields are limited. Like other countries and regions such as South Korea and Japan, they are gradually opening up

in fact, different from what you think, Taiwan's semiconductor and other industry operators have always had good investment, factory building, talent, technology and other all-round cooperation in the mainland. The scope of cooperation is much wider and deeper than that of Japanese, Korean, European, American and Singapore manufacturers. The first batch of factories in Guangdong and Shenzhen all came from Hong Kong and Taiwan businessmen. Taiwan and Hong Kong have rows of electronic factories. All people who go out to work all year round are familiar with these

at present, Taiwan still retains the IC design field that is not open to the mainland - this is the field that Taiwan semiconductor is best at. In 2016, the overall output value of Taiwan's IC design industry reached NT $671.5 billion, with a growth rate of 13.3% over the previous year

other fields such as panel, packaging and testing, flash memory storage, wafer manufacturing and so on have had in-depth cooperation and exchanges with the mainland market. Factory construction, investment and talent training are all inclusive

shortly after the reform and opening up, Guangdong was full of electronic factories, abrasive tool factories, motor factories, assembly factories, and printed circuit factories run by Taiwanese bosses. Around 2000, Kingston and Weigang have both established factories in Suzhou and Guangzhou, and silicon products, Sunmoon and other packaging and testing printed circuit manufacturers have also formed a complete industrial chain. Foxconn's penetration throughout the mainland is obvious to all. These industrial chains have a long history of factory building, helping mainland semiconductors make steady progress from the initial nothing and low-end assembly to technology transfer and medium and high-end R & D

in recent years, the R & D investment of manufacturing enterprises in China is generally low. Industries with higher requirements for the core technology industry chain, such as Youda, liandian, MediaTek and TSMC, have also gradually entered the mainland to set up factories. During this period, the topic of "technology outflow" affecting Taiwan's industrial advantages in the Taiwan industry frequently appeared in the media, which caused the disgust of the mainland people and believed that Taiwan was too prepared for the mainland. But in fact, this is a normal industrial layout planning research

the industrial chain cooperation between the mainland and Taiwan is still very close, and the advantages of Taiwan's industrial chain in talent and technology internationalization are unmatched by the mainland. With the rise of the mainland market, Taiwan semiconductors have bucked the trend of global decline and gained momentum violently

but the era of intelligence has begun to decline. Although the adjacent Indian market can delay a certain downward pressure, for the future, the current prosperity is an illusion. Especially in the mainland semiconductor market

where will the market go in the future? It's still very vague. But as a decade ago, the smart market has begun to decline. Major electronic exhibitions around the world are studying robots, AI, vr/ar, IOT and other fields. The mainland market is not at all interested in these novel products at present

can the mainland continue to maintain its central position in the market? The current achievements cannot represent the future, and all are still unknown

in those days, Taiwan's industrial chain rose together with the Computex Taipei, which became the pride of Taiwan people. Today, the Wuzhen World Internet Conference and the national entrepreneurship and innovation week in the mainland are also quite hot

at CeBIT 2007, German Chancellor Angela Merkel also personally attended and delivered a speech. After all these years, Angela Merkel is still German Chancellor, but the PC era in Taiwan has passed. In the era of intelligence, HTC rose rapidly and then declined

CeBIT 2017 will open in Hanover, Germany in three weeks. Can the Taiwan brand founders who shook hands with Merkel still be seated this time

however, Taiwan is not as weak as we thought. The rise of Taiwan semiconductor in successive years has proved its deep strength. The mainland is still in the growth period from scratch, which is inseparable from the technical support of Taiwan's industrial chain

in the future, the mainland will still rely heavily on Taiwan, and the cooperation between the two in the industrial chain in various fields such as semiconductors will only continue to deepen. No one can stop the production capacity of these industries being amplified by several times. Relying on their technological and market advantages, can they really prosper in the next decade? This is a direction worthy of efforts

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