With the approval of president xi jinping, the central military commission has recently issued its opinions on the further strengthening of the information security of the army (hereinafter referred to as " the opinions " ), which emphasize the promotion of centralized information security and the acceleration of the construction of an army information security protection system that is compatible with the requirements of the national information security system and is compatible with the preparation of the military struggle. More specifically, it refers to: “strengthening the use of building national ownership to secure information security.”
As a key link in domestic production applications, the chip has in fact become one of the important indicators of a country's industrial competitiveness and combined national strength, as well as a “key” to information security in many industries。
“five years later, the area of integrated domestic circuits will change considerably.” yesterday, the ihs semiconductor chief analyst, gu wenjun, in an interview with the first financial journal, stated that, with the introduction of relevant state policies and the growing maturity of the industry, more companies were beginning to adopt national chips, particularly in some sectors, and that the pace would become even faster this year。
China’s fear of empty chips
“the risks inherent in the importation of more than $200 billion of chips per year, which exceeds crude oil, are self-evident.” an integrated circuit expert, who was reluctant to reveal his name, said to journalists that satellites, nuclear bombs, beidou, missiles, warplanes, nuclear power were heavily used and that the nationalization of the core was of great relevance。
The opinion states that, with the advent of the global information age, the countries of the world are increasingly competing around the right to development, ownership and control of cyberspace, and that our cyberspace security is under great pressure. The entire army needs to be fully aware of the critical situation facing information security, to place information security at the forefront of strategic planning and development, and to invest in improving information security and protection capabilities to provide reliable support for the realization of the chinese dream force dream。
In fact, however, it is not easy to truly replace the national production of chips。
As a result of the late start and the current absence of core links in china's integrated circuit industry value chain, industry is far from supporting market needs and creating a high degree of external dependence. Ministry of industry and communications data show that last year the integrated circuits imported $231. 3 billion, the two largest imports in years together with oil。
“high-end chips are the most scarce, and their development requires a strong research and development base, capital investment and years of accumulation, all of which are weak for chinese producers.” guang weng said to journalists。
Once there was a paragraph where apple was “honorful” and other mobile phone brands were starving, saying that, because of the limited availability of high-end chips, domestic mobile phone manufacturers could only “wait a moment” when the chip manufacturer chose their customers。
According to gu, in the past policies, the demand for the development of the integrated circuit industry was more focused on breakthroughs in “gaps”, applications for “international” patents, and the publication of “academic” articles. “it is as if our integrated circuit industry can fill the national gap and break foreign monopolies, as it has been preached, once the defence, the patent and the article have been published, but in fact the country's integrated circuit industry and international leadership are growing.”
In the united states, which is the world's leader in chip research and development, for example, it earned close to $25 billion in fiscal year 2013, almost half of which came from the chinese market, while china, the country's top ranking, heath, generated $2. 1 billion in sales revenue in 2013。
According to media reports, some mobile phone manufacturers have even had to accept high prices or patent rates, and the challenge may have resulted in the suspension of supplies. He is currently in the middle of china's antimonopoly investigation vortex。
In addition, the above-mentioned experts on integrated circuits indicated that import substitution was too much pursued to understand the development of the chip industry as being too simple and eager to achieve what was missing. To a certain extent, there are virtually no thresholds for chip imports, so that foreign chip manufacturers may steal commercial secrets through chip implants or manipulate control systems through viruses, malicious software, which can trigger safety incidents。
It has been estimated that the value of integrated circuits per dollar can drive the electronic information industry to about $10, or about $100 of GDP. At a time when economic growth is slowing, accelerating the development of the integrated circuit industry will facilitate the promotion of autonomous innovation and the upgrading of economic transformations, fostering and creating new economic growth points。
The industry believes that the future development of the integrated circuit industry will be mixed, and that good firms should take firm advantage of the opportunity and window periods to achieve curves and cross development。
As relevant policies continue to emerge, the situation of “autonomy” may become historic。
In june this year, the state council approved the implementation of the national programme for the advancement of the integrated circuit industry (hereinafter referred to as the platform), which proposes eight measures to be taken, including the establishment of a national leadership group, the national industrial investment fund and others. In addition to more marketable policies, the relevant industrial chains are more mature than in the past。
“development to the heart of the value chain, with integrated circuits and software at its core, is both an internal driver of industrial transformation and an external pressure for intense market competition. “the vice-minister of labour and industry, yang xueshan, stated that china's it industry had been the world's largest in size for many years, reaching 12. 4 trillion yuan in 2013, but was dominated by an integrated mechanism, with an industry's average profit margin of 4. 5 per cent below the industry average of 1. 6 percentage points due to the absence of the core of the value chain, with integrated circuits and software at its core. The creation of a national leadership group for the integrated circuit industry, together with china's industrial base, could serve as a “four-twice-twice” tool。
In a recent seminar on the development of the software industry for information security and civil-military integration, experts indicated that the forthcoming integrated circuit industry fund had been over-financing, increasing from an initial $100 billion to $120 billion, and that it was expected that the scale would be further increased to between $130 billion and $150 billion。
“according to the introduction of the national support fund, companies with a state-owned background may benefit more in the future.” wang yanhui, secretary general of the chinese union of mobile phones, told journalists。
According to the report on the state of development of the semiconductor industry in china (version 2013), in 2012 china's top 10 integrated circuit design enterprises were heath, exhibitions, red dico, hua dynasty integration, slanwu, gkowa electronics, cocotech, etc. The top-ranked semiconductor manufacturing enterprises were china c. I. (00981. H. K.), china m. I. (00597. H. K.), tianjin's central ring semiconductor, shanghai rainbow, etc. In addition, there are long-electric technologies (600584. Sh), micro- and micro-electricity, and valour technology (002158. Sz) in enterprises that conduct semiconductor seal tests。
At present, the presence of chinese enterprises, such as da tang microelectronics, rudico, huacheng, china microelectronics and juncheng, has begun to emerge in areas such as payment chips, anti-chip chips, car chips and wearable equipment。
For example, da tang began consolidating the existing industrial resources for integrated circuit design in april of this year, with an investment of nearly 2. 5 billion yuan and the registration in beijing of the grand tang semiconductor design company ltd. Another company, the china electronic information industry group (cec), includes a large number of integrated circuit companies。
How long before we catch up
However, it may still be too early to speak of substitution before genuine national ownership takes shape。
Gu wenjun said to journalists that there are many opportunities in the country, but in general they are not going to change overnight, that the effort to produce a national chip takes time, that a chip matures, that it takes at least six months, a year, and that issues of control, stability, etc。
In the case of mobile chips, for example, he believed that the current gap between domestic and international producers was mainly in four respects。
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