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Domestic policies are heating up constantly Semiconductor companies need to focus on research and development

The U.S. Department of Commerce’s "a ban on ZTE" and ZTE's sense of crisis have also been rapidly transmitted to the domestic semiconductor industry.

Aside from the background of the Sino-U.S. trade friction game, the semiconductor industry’s call for “self-strengthening chips” has become increasingly strong in recent years. In the current state of the industry that lacks core and few screens, how to promote the sound and rapid development of China's semiconductor industry has become an urgent task. Gu Wenjun, chief analyst of core research with many years of research experience, tried to explore the road to independent innovation in the semiconductor industry in China. Under the background of the constant warming of domestic policies, he believes: (We must) support market-oriented enterprises, support leading enterprises, and focus on development.

Why do we need to support and support domestic suppliers? Supporting the rapid growth of domestic suppliers and domestic suppliers will affect each other. Supporting domestic suppliers is not a matter of cost, but first of all, it takes time, effort, and resources to grow with domestic suppliers. For example, if you find a problem during a test, you need to find out why.

China's suppliers started late, and companies adopting new suppliers need to spend energy on product certification, testing, etc. This process will be very long, and some small and medium-sized companies have no strategic vision, and as time goes by, the more reluctant to use domestic and domestic supplies. The less chance there is for business growth, if one day the foreign supply is cut off, you will find that nobody in the country has done this.

More than a decade ago, when domestic chips were made to be “inside the walls, there were incense sticks”, they had to make international brands before they could enter the Chinese market. This “backward” situation needs to be improved. Some enterprises have long realized this and have consciously supported the domestic industry chain a few years ago. This cooperation is not based on the fact that domestic suppliers have more cost advantages, but they are really willing to support and help the development of the industry chain.

Support market-oriented enterprises, support leading enterprises, and focus on development. The government must take the platform and create an environment instead of investing and running the business itself.

Specifically, the talents and mechanisms of the IC industry are very important. At present, state-owned enterprises have received more support. In the future, we must let market-oriented companies release more vitality.

Then there is the basics. The country is very supportive of the development of the integrated circuit industry. However, this industry must support leading and focused efforts. The problem now is that resources are very fragmented. For example, the government should take the platform and create the environment, but now some places have become the government to do it. enterprise.

China’s current counter-attack strategy is to calm down from the main R&D.

From the perspective of subdivided fields, packaging, touch-control chips, and fingerprint recognition have made considerable progress in China, but it is still far from enough.

We must support the research and development of big companies. Some small businesses have weak research and development capabilities. When rewarding, we must judge according to the real strength of the company. At present, there are some cases in which OEM companies and agency companies apply for corresponding national support funds, and there are suspicions of posing as high-tech companies such as integrated circuits and chips. Therefore, we must treat the incentive mechanism differently and give the R&D team an excellent and well-managed enterprise.

The biggest enlightenment from the ZTE Incident to the development of China's semiconductor industry is that companies need to strengthen internal control and do their own management well; they must pay attention to R&D and attach importance to core competitiveness; they must support and support domestic suppliers in peacetime, and cannot use foreign countries for long-term and cost-saving purposes. The chip or chip supplier is single, and it is necessary for the supplier to strive for diversification and strive for access to domestic suppliers.

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