The invention of ICS has made electronic devices move from discrete to integrated, leading to a revolutionary change in the electronics industry and becoming a milestone in the development of the electronics industry and even the information industry. IC technology, the cornerstone of the information industry, has received unprecedented attention. After experiencing technological progress and fierce competition, different corporate giants have emerged in various IC fields, such as Intel and AMD in general CPUs, Samsung in memory chips and NAND flash memory, TI and Qualcomm in the field of mobile phone chips, Intel in NOR flash memory, etc. These manufacturers have experienced long-term technological accumulation and innovation and have created barriers that are difficult for other IC manufacturers to overcome.
Most Chinese IC design companies emerged and developed rapidly after the promulgation of Document No. 18 on Integrated Circuits in 2000. Today, facing the strong financial and technical strength of international semiconductor giants, how will Chinese IC design companies break through?
Model 1: Vimicro and Zhuhai Moment are good precedents of success. Both have successfully seized the market opportunities of high-growth PC camera chips and MP3 chips, and have become leading companies worldwide. Based on this advantage, they can then enter the fields of mobile multimedia chips and MP4 chips, continue to maintain their industry advantages, and continue to expand into related fields. This is a very smart strategic choice.
Model 2: Step up technology research and development in key national support areas, such as TD-SCDMA chips. Once the market and technology mature, unprecedented success will be achieved. Domestic companies such as Spreadtrum and Kaiming, which develop TD terminal chips, have chosen this model.
Model 3: Terminal electronic product manufacturers expand upstream, set up IC design departments or companies, vertically layout, and master the control of upstream chips. For example: Hisense Group's Xinxin; Haier established Beijing Haier Integrated Circuit Design Co., Ltd.
The above puts forward three typical development models that have been successful and may be successful. In addition to their own strategic choices and development, the development of IC design companies also requires strong support from the IC manufacturing and packaging industries (for example, some designs must use 90nm advanced process technology and advanced packaging technologies such as BGA and CSP). Therefore, while strengthening their own construction, it is very important to maintain coordinated development with the IC manufacturing and packaging industries. | |