Third Semiconductor Summit
The Summit of Micro Semiconductors, the top event in the field of chips in China, was successfully held in Xiamen. The theme of the Summit is "New Start, Start Again". The Summit lasted for two days from 18 to 19. More than 400 industry CEOs and more than 200 investment partners attended the summit. Zhou Zixue, Ding Wenwu, Wei Shaojun, Jiang Shangyi, Zhang Yanchuan, Diao Shijing, Zhao Navy, Meng Pu, Zheng Li, Chen Datong, Huang Qing, Pan Jianyue, Sun Yuwang and other well-known experts, entrepreneurs and investors in the field of semiconductor in China attended the Summit.
In 2019, Jiwei Semiconductor Summit held China's highest-level "core power" investment and financing activities, the second micro-policy summit, and also held Tsinghua Alumni Association, University of Science and Technology Alumni Association and Western Telecom Alumni Association activities to create the highest-level circle of friends and exchanges in the semiconductor circle. At the thematic summit, the Secretary General of the China Semiconductor investment alliance, the Secretary General of the China Mobile Alliance and the founder of the micro network, Lao Yao, announced that the microgrid combined with the representative enterprises of all semiconductor industries and research institutes jointly initiated the establishment of the Xiamen "one belt and one road" Semiconductor Intellectual Property Alliance, rooted in Haicang, based on Xiamen, and radiated. "One belt and one road" provides innovative services such as intellectual property operation, transactions, achievements transformation, intellectual property centralization, financial, high-value patent portfolio cultivation, patent standardization and intellectual property rights big data for semiconductor industries and enterprises.
The first Jiwei Semiconductor Summit was launched in 2017. With the theme of "core industry, accumulate small works", 150 industry CEOs and 200 trillion fund managers came to the venue. Meanwhile, China Semiconductor Investment Alliance was formally established. Since then, Jiwei Semiconductor Summit has gained a reputation. The second Jiwei Semiconductor Summit in 2018, with the theme of "industrial capital vane", was attended by 350 industry CEOs and 139 investment partners; 19 local park administrators collided passionately, and the first policy summit facing the park had strong repercussions. For this reason, Jiwei Semiconductor Summit has gained great reputation.
This year's Jiwei Semiconductor Summit is also highly recognized by industry insiders. In the future, Jiwei will continue to make efforts to build the top industry summit of China's integrated circuit industry.
At the summit on the 19th, Ding Wenwu, Diao Shijing, Jiang Shangyi and Wang Huilian made speeches and thematic reports respectively; Zhang Yanchuan, Meng Pu, Zheng Li, Wang Wenjie, Cui Guopeng and Ding Xianfeng attended the 5G Forum entitled "Opportunities and Challenges of 5G to Industry"; Chen Datong, Huangqing, Pan Jianyue, Sun Yuwang, Shilei and Sun Ying. Tong attended the investment forum entitled "Trade protectionism prevails and how China's semiconductor industry breaks through"; Sun Changxu, Li Yang, Qian Yongxue, Jia Bin and Ni Wenhai attended the radio frequency forum entitled "Challenges and Opportunities of 5G Domestic Radio Frequency Chips"; Liu Yue, Huang Wang, Li Min, Dai Weimin, Zhang Zheng and Wu Zheng attended the radio frequency forum entitled "AI". The AI forum for bubbles and reality. At the same time, the Summit also held Tsinghua Alumni Association, China University of Science and Technology Alumni Association, attended by Zhao Navy, Zhang Yuanjie, Zhang Xisheng, Wang Shuguang, Liu Qiang, Zhang Pengfei, Xu Zhihan, Yang Xiaodong, He Wei, Li Xiaohan, Li Xiaojun, Li Yajun, Fang Shunong, Lu Xiangdong, Sha Chongjiu, Zhou Ning, Chen Zhengkun, Wang Zuoyi and Jiang Dabai. Activities with West Telecom Alumni Association.
The following are the main points of the full-day content of the 19 th Chi-wei Summit:
Secretary-General of China Semiconductor Investment Alliance, Secretary-General of Mobile China Alliance and Founder of Jiwei
The Secretary-General of China Semiconductor Investment Union has not yet attended the meeting and delivered a speech. Lao Yin said that the past year has been a thrilling one, and the Sino-US trade war has been felt by all, but in fact it is more than that. If we say that the past 30 years have witnessed the transfer of European, American, Japanese and Korean industries to China, then the next 30 years will witness the transfer of Chinese manufacturing overseas, such as to India, Southeast Asia and even Mexico.
It is not alarmist that the Sino-US trade war will speed up the process of various industries. According to statistics, China's mobile phone production decreased by 80 million units last year, while India increased by 50 million units. Last year, India's mobile phone production exceeded 200 million units, and this process continues, which will also bring great challenges to China's industry in the future.
Hu Changsheng, Standing Committee of Fujian Provincial Party Committee and Secretary of Xiamen Municipal Party Committee
Hu Changsheng, Standing Committee of Fujian Provincial Committee and Secretary of Xiamen Municipal Committee, said that Xiamen's integrated circuit industry has successfully introduced a large number of enterprises from scratch, and initially formed an industrial cluster covering the whole industrial chain. Some links'production capacity has reached the first-class international level. At present, the semiconductor and integrated circuit industry in Xiamen has gathered more than 400 enterprises, with an output value of 41.7 billion yuan last year, and is expected to exceed 50 billion yuan this year. The industry scale is also in the forefront of the country.
Hu stressed that Xiamen is promoting investment and development in an all-round way, vigorously supporting and expanding high-tech and high-growth enterprises with high added value. Integrated circuit industry is an unswerving priority development direction. Xiamen will continue to optimize and upgrade the industrial ecosystem with the vision and pattern of globalization and independent innovation. We will vigorously promote the development of the integrated circuit industry in Xiamen.
Ding Wenwu, President of National Integrated Circuit Industry Investment Fund
Ding Wenwu, president of the National Integrated Circuit Industry Investment Fund, said that last year China's integrated circuit imports exceeded $300 billion, including high-end chips, Chinese memory, CPU and other key core chips, equipment and materials still lagged behind foreign countries.
China's electronic information industry is mainly divided into two parts: manufacturing and software. In 2018, the output value of manufacturing industry has exceeded 10 trillion yuan and that of software industry has exceeded 6 trillion yuan. Last year, the output of mobile phones exceeded 1.8 billion units and that of computers exceeded 300 million units. These huge markets have provided tremendous opportunities for the development of integrated circuit industry. The driving force.
Finally, he emphasized that industrial development depends on entrepreneurs with fighting spirit and capitalists with wise investment. The combination of industry and finance is a very good way. He suggested that investors not only support the design industry, but also the short board of China's semiconductor industry - Equipment Industry and materials industry, but also support strategic high-end chip areas such as CPU, DSP, FPGA, and MEMS.
Diao Shijing, Co-President of Ziguang Group
Diao Shijing, co-president of Ziguang Group, said that the development of IC enterprises should find their own position and do their own thing well.
According to the forecast of research institutes, the whole industry will shrink by 14% this year, which brings new challenges to the whole industry. As an IC enterprise, it is necessary to find its own position and do its job well in the large development environment.
This is mainly reflected in four aspects: first, vigorously develop innovation; second, do a good job of intellectual property protection; third, do a good job of management; fourth, cooperation will build an ecological environment.
Diao Shijing pointed out that at present, half of the sales volume of design enterprises in China is less than 10 million yuan, and the scale is very small. On the contrary, in view of the international trend and the law of industrial development, with the highly integration of industries, foreign design enterprises are tending to integrate and expand to provide more products.
He stressed that this is not against small and medium-sized enterprises, but to consider how to do a good job of industrial synergy, not everyone is doing duplicate work. "So many of our enterprises are starting businesses, doing Bluetooth, doing WIFI, doing high-end, but so many enterprises are competing in the market, you can imagine what the final result is." Diao Shijing said.
Tang Chao, Deputy Director of the Management Committee of Wuhan Donghu High-tech Zone
Tang Chao, deputy director of the Management Committee of Wuhan Donghu High-tech Zone, said that as early as 10 years ago, Wuhan Donghu High-tech Zone invested 10 billion yuan to build integrated circuit projects. Starting with Wuhan New Core, the state memory project with a total investment of 30 billion dollars landed in Guanggu, becoming the most important project in the country. Nowadays, as one of the four national IC industry bases, Wuhan Donghu High-tech Zone has a number of IC industry enterprises with global competitiveness, forming IC industry clusters featuring storage and optical communication, and gathering more than 50 enterprises such as Tianma and Huaxing Optoelectronics in the new display field.
Jiang Shangyi, General Manager and CEO of TSMC Former CTO and Wuhan Hongxin Semiconductor Manufacturing Co., Ltd.
Jiang Shangyi, former CTO of TSMC and general manager and CEO of Wuhan Hongxin Semiconductor Manufacturing Co., Ltd., said in his speech that the environment of semiconductor industry has changed tremendously in recent two years.
This is mainly reflected in the following aspects: first, the progress of Moore's Law has approached the physical limit; second, the most advanced silicon technology can only be used by a very few products with great demand; third, the technology of packaging and circuit board is relatively backward, which gradually becomes the bottleneck of system performance; third, the era of chip diversification is approaching, and the market will no longer be available. In a few manufacturers.
Therefore, in order to cope with the technological and industrial changes mentioned above and solve the bottleneck of packaging and circuit boards, integrated systems should be adopted to make the tightness of the connection between chips and the overall system performance similar to a single chip, thus reducing the cost and increasing the efficiency. Specifically, according to different systems and the special needs of each unit, it is called integrated system that chooses suitable units to be re-integrated through advanced packaging and circuit board technology. This will be the development trend of post-Moore era.
At last, Jiang Shangyi gives some suggestions for the development of domestic semiconductor industry: first, to establish three complete ecological environments for high performance, low energy consumption and consumer products; second, to accelerate the layout of the post-Moore era, to develop integrated system technology and the overall ecological environment needed for construction.
Wang Huilian, General Manager of Xiamen Semiconductor Investment Group
Wang Huilian, general manager of Xiamen Semiconductor Investment Group, pointed out that the Sino-US trade war and the current Huawei incident at the cusp of the storm should make the Chinese semiconductor industry aware of the need to prepare for a long-term Sino-US trade war. Even if tariff negotiations are reached, the pattern of China's strategic competitors with the United States will not change.
The impact of this high-intensity extreme pressure in the United States is far-reaching. Whatever the end and outcome, it will certainly affect the global semiconductor industry chain, supply chain structure and even re-shuffle the cards. At present, it is just the beginning. In the long run, it will force China's semiconductor industry to accelerate rapidly.
He suggested that we should not only support the development of integrated circuit industry in areas where conditions permit, but also resolutely put an end to the regional development model of "attracting investment and attracting wolves". In terms of talents, attracting the best talents into the semiconductor field is the key to sustainable development. However, the shortage of talents brought about by the rapid development of industry has become more prominent, and the phenomenon of malicious digging has increased. Especially in new projects, retaining talents and training talents have become one of the main factors.
Semiconductor is not achieved overnight. It needs years of continuous accumulation, investment and persistence. It is suggested that the reform of deep water areas be strengthened, innovation and entrepreneurship environment be improved, and two-way flow channels and mechanisms of academia and industry be established.
In the morning, Zhang Yanchuan, deputy chairman and secretary-general of China Communications Society, chaired the 5G thematic forum to discuss with the guests the opportunities and challenges brought by 5G to the industry.
Meng Pu, chairman of Qualcomm Wireless Communications Technology (China) Co., Ltd., said that large bandwidth is still the biggest application in the industry. From the development of IT industry in the past 30 years, every generation of communication technology will bring a lot of opportunities when it overlaps, among which mobile phones play an important role.
Zheng Li, Senior Vice President and President of Greater China of Enzhipu, said that with the advent of 5G era, mobile phones are only one of many smart terminals, and millimeter wave in the second phase of 5G will bring more opportunities to the industry.
Cui Guopeng, chairman of Huaqin Communications Technology Co., Ltd., said that it was possible to reduce the terminal price of 5G mobile phones to less than 150 U.S. dollars, or less than 1,000 RMB, by the middle of next year.
Wang Wenjie, executive director of Shunyu Optical Technology (Group) Co., Ltd., said that the combination of 5G and factories would bring great help to digital optimization. 5G will provide many platforms and channels, so many pictures and data will be optimized in a timely manner.
Ding Xianfeng, chief scientist of Aliyun IoT, said that 5G brings about the diversification of 2B business. The advent of 5G era is not only reflected in one aspect of cloud computing, but 5G is a ubiquitous technology.
At the Semiconductor Investment Forum held afterwards, all the guests expressed their views on the current situation of semiconductor industry in China. Equipments and materials were considered by the guests to be a big gap, and high-end chips and EDA were also short boards. At the same time, talent needs to be strengthened. In addition, more investment has been made in software.
With the long-term situation of trade frictions, the short-term and long-term impact on the industry is also of great concern to the guests. Participants agreed that the semiconductor industry is an open industry, and only inclusive can make the industry develop harmoniously. For the domestic semiconductor industry, it may bring some losses in the short run, but in the long run, it sounds an alarm bell for us and will promote the process of supply chain localization.
The development of semiconductor industry needs government input and guidance. All the guests expressed their expectations for the government. "Let the government do what the government should do and the market do what the market should do" is the consensus of the guests.
Chen Datong, chairman of Yuanhehua Venture Capital Committee, said that the independence of the chip industry is a rite of passage for adults, and China must pass this barrier.
Sun Yuwang, founding partner and President of Zhongxin Juyuan Capital, pointed out that Huawei not only saved itself, but also gave a shot at strengthening national science and technology self-reliance.
Shi Lei, president of Tongfu Microelectronics, said failure should be tolerated under the innovation system.
Huang Qing, managing director of Walden International China, pointed out that China must have its own Intel and Google to do its own thing.
Sun Yingtong, chairman of National Technology, believes that an international version of China's integrated circuit board industry should be established in the stock market.
Pan Jianyue, founding partner of Wuyuefeng, pointed out that China's chip industry should have its own magic weapon and establish a complete industry.
Lawyer of Bank of China Law Firm (Former Deputy Director of Antimonopoly Bureau of Ministry of Commerce)Zhang Huawei
China's anti-monopoly law came into force on August 1, 2008. According to Zhang Huawei, China's anti-monopoly law mainly contains four parts: abuse of market dominance; regulation of horizontal and vertical competition restriction agreements; anti-monopoly review of concentration of operators - advance declaration; and administrative monopoly.
In addition, the anti-unfair competition law actually existed in the 1990s and was updated on 23 April 2019. The list of unreliable entities is aimed at, for example, the U.S. withdrawal of Huawei from China.
For the future operation proposals of semiconductor enterprises, Zhang Huawei said that firstly, enterprises should conduct self-examination, systematically sort out the supply contracts and cooperative relations between upstream and downstream, find materials and seek breakthroughs; secondly, close attention should be paid to the concentration of operators in upstream and downstream industries (purchase of equity and assets, agreement control, establishment of joint ventures, joint ventures, etc.). Industry alliance, etc.), timely use these opportunities to reflect the demands or reports to mobile phone alliance; finally, close communication with mobile phone alliance, reflect the situation, so as to use legal means to achieve the effect and purpose of safeguarding the rights and interests of enterprises.
Chen Zhibin, Managing Director of Yuanhe Huachuang
Chen Zhibin, managing director of Yuanhe Huachuang, said in his speech that although the external capital environment has been greatly improved and there is a strong wealth effect, the law that semiconductor investment is difficult to obtain a good return has not been substantially changed.
After the global financial crisis in 2008, the whole world's venture capital is in a low ebb. There are few institutions that can persist in semiconductor investment ten years ago, and only the most active ones have persisted. Chen Zhibin said that at present, the capital market often talks about the investment boom in the semiconductor industry, but compared with the mainstream VC and the mainstream capital track, the amount of financing in the semiconductor sector is still insignificant.
Since 2014, the State Council has promulgated the "National Integrated Circuit Industry Development Promotion Program" and the establishment of a large fund to drive the first wave of chip investment. In 2019, the start-up board of Science and Technology is expected to fully explode the venture capital in the semiconductor industry, which may become the first year of the chip investment boom.
Chen Zhibin emphasized that under this hot spot, we still need to think calmly. Investment in this area needs more professional teams, and professional vision is more necessary for big waves to clean up sand. At the same time, in terms of capital, efficiency is not likely to be very high. For example, in the new form of international trade, domestic enterprises in the electronic industry chain. More willing to use domestic chips, but also to chip companies to provide opportunities from cheap alternatives to provide high value-added opportunities.
In the afternoon round table discussion on "Challenges and Opportunities of 5G Domestic Radio Frequency Chips", Sun Changxu, the co-host of the Millet Industry Investment Department, proposed that at present, Chinese domestic radio frequency chips manufacturers are basically breaking through at a single point. Each company should find a breakthrough point to overcome the shortcomings of a single product when the 5G era comes, such as how to overcome the shortcomings of a single product, such as How to make up for the problems of single breakthrough and lack of overall plan?
Li Yang, CEO of Guangzhou Wisdom Microelectronics Co., Ltd., said that in the 5G era, the integration of RF front-end chips is getting higher and higher, and the demand for various types of chips is also greatly increased. In the field of weak coupling, more and more manufacturers are seeking partners. At this stage, the market will not form a situation where the main platform fully integrates RF chips. If we can be more competitive than Qualcomm and other foreign manufacturers, independent RF manufacturers will have market opportunities.
Qian Yongxue, general manager of Beijing Zhongke Hanxia Electronic Technology Co., Ltd., said that domestic mobile phone brands have become very competitive in the global market, but since the Sino-US trade conflict, a problem has been highlighted, that is, if the domestic supply chain is not nurtured, it will have a greater impact on them. Therefore, mobile phone and other terminal manufacturers should play the responsibility of large companies, consciously cultivate the domestic supply chain, but also give them the opportunity to try and error.
Jia Bin, chairman of Kaiyuan Communications Technology (Xiamen) Co., Ltd., said that filter, as a standard device, has put forward higher requirements in terms of quantity and system integration in the 5G era, which has brought great challenges to the company's comprehensive technical ability.
Ni Wenhai, chairman of Shanghai Jiamei Xinxin Communication Technology Co., Ltd., said that 5G's demand for frequency, power, mode, frequency band and bandwidth complexity of RF chips has been greatly increased. RF chip manufacturers can concentrate on the realization of simple and easy products first, and make painstaking efforts step by step. I believe that domestic enterprises can also grow up to be very competitive.
2019 the round table forum "bubble and reality" of AI in the afternoon of the micro semiconductor summit, chaired by Liu Yue, executive partner of Yuhua Huachang, to explore the "bubble and reality of AI".
Huang Wang, chairman of Huami Technologies, believes that AI landed in products or chips, such as Huami's smart wearable products with AI chips for medical testing. And AI will be everywhere in the future. Huami needs chips, but because data cannot be shared, this is the biggest challenge.
Fuzhou Ruixin Microelectronics Co., Ltd. chairman Li Min believes that the AI bubble now has three problems: first, there is no specialized AI chip, the future chip has AI function; two is the AI scene and data and chips are isolated; three is the current AI scene is not many, one nest peak takes the government project, did not come to go to more scenes landing. Ruixin Micro Vision is not to popularize AI chips, but to improve life with technology. AI will only be part of the functions of CPU, GPU and NPU.
Dai Weimin, chairman of Xinyuan Microelectronics (Shanghai) Co., Ltd., said that this year's AI is more rational than the previous two years, which is a process. AI needs ecology in different application areas, and smart home and wearable products will take the lead in landing.
Black sesame Intelligent Technology (Shanghai) Co., Ltd. CEO single chapter mentioned that every subdivision industry may have two or three remaining, and these two or three should be truly very high value companies, so there is no bubble in long term. The difficulty of AI development is to have its own core technology and application scenarios, which need to be successfully integrated. AI will change our lives, and Black Sesame hopes to promote the early arrival of Intelligence Enhancement.
Wu Zheng, general manager of Horizon Shanghai, mentioned that there are great market opportunities for security, automobiles and so on. In time, there will be opportunities. Auto-driving needs to overcome commercial, technical and legal challenges. This year, the Horizon will release a regulation-level AI processor. Hope upstream and downstream can cooperate and win-win, promote landing.