Domestic semiconductor industry is blooming in many places

In recent years, with its continuous exploration of the field of communication chips, Huawei, as a leading company in the domestic chip industry, has achieved technological breakthroughs in the 5G field and has become a world leader. At the same time, domestic attention to the chip industry is also increasing day by day. Benefiting from the continuous increase in policy support, not only the field of communication chips, but also various subdivisions such as memory chips, decoding chips, and security chips have also achieved varying degrees of success. The progress has given rise to many excellent chip companies, which are catching up with leading international semiconductor companies in terms of technology, design, R&D, packaging and testing, mass manufacturing and other aspects, and making their own contributions to strengthening "Chinese Chips".

In this regard, Wu Xiaole, a researcher in the TMT industry of Tianhe Investment, said in an interview with a reporter from Securities Daily that my country's current development status in chip design and packaging and testing is very good, and in terms of manufacturing and material equipment, it is still far behind the international advanced level. Big gap.

“From the perspective of development speed, the fastest is chip design. Chinese chip companies represented by HiSilicon, Unisoc, Goodix Technology (603160, Stock Bar), etc. have reached the international advanced level in their segments. ." Wu Xiaole analyzed.

According to Wu Xiaole, HiSilicon Semiconductor's research results in mobile phone SOC have reached the international advanced level. Mainly because of its powerful parent company Huawei, it entered the field of mobile phone chip design earlier. After more than ten years of independent research and development, Now it has become a leading company in this field; Goodix Technology is the world leader in fingerprint chips. Thanks to the rapid popularity of Android smartphones, an emerging technology of fingerprint recognition, it has developed rapidly in recent years and has now become the world's largest player in this field. Company; GigaDevice (603986, Stock Bar) has been deeply involved in the NORFLASH industry for many years and has now become a leading company in this field.

In the current field of domestic chips, many AI chip start-ups have received widespread attention, such as SenseTime, Alibaba Pingtouge, etc. The main approach of these companies is to enter emerging segments, overtake in corners, and catch up with international giants.

At the same time, according to the reporter's understanding, in the field of memory chips, many high-tech companies with outstanding achievements have been born in recent years, among which the development speed of Ziguang Group is obvious to all.

According to Ziguang Group, after years of hard work, the company has achieved multiple developments in the chip field and has initially built a "from chip to cloud" endogenous system from chip design, manufacturing, packaging and testing to network, storage, cloud computing, and big data. industrial chain.

From the perspective of patent layout, the company has formed a relatively complete intellectual property system. In terms of innovative research and development and intellectual property protection, it has used patent "combination punch" to protect its own patented technology and contributed to the development of the international market. Up to now, the company has It has 60 R&D centers around the world and has about 30,000 patents, more than 90% of which are invention patents. It has won many national science and technology awards, including the National Science and Technology Progress Special Award.

At the same time, Ziguang Group announced in 2019 that its subsidiary Yangtze Memory has launched mass production of 64-layer three-dimensional flash memory. The chip is designed using Xtacking architecture technology with independent intellectual property rights. According to insiders in the group, although this memory chip still lags behind the latest products in the world, its storage density is the highest compared to products of the same generation. In addition, Ziguang Zhanrui, a subsidiary of Unisoc Group, also announced the launch of the 5G baseband chip - Ivy 510, and the 5G communication technology platform - Makalu, and completed the design and development of a 5G millimeter wave terminal prototype.

As for its layout in the field of 5G communications, Huawei's research and development results have gained recognition and attention from companies in the same industry around the world.

According to the reporter's understanding, from the perspective of 5G communication chips alone, Huawei has released the terminal 5G baseband chip Balong 5000 in early 2019, officially opening the road to exploration in 5G terminal applications.

At the same time, Huawei released the "Huawei Innovation and Intellectual Property White Paper" on June 27, 2019. In the introduction of 5G achievements, the reporter noticed that Huawei's 5GRAN innovative uplink and downlink decoupling won the GSMA's "Best Wireless Technology" in 2019. "Breakthrough Award" is an important award established by the GSMA to commend technologies that have significantly improved user experience through technological innovation. It is one of the highest honors recognized in the communications industry.

When talking about the mutual promotion between the capital market and the semiconductor industry, Wu Xiaole said that due to the characteristics of the chip industry, many start-ups have difficulty making profits in the early stages of establishment, and may even suffer losses for many years. At the same time, they must carry out high-intensity research and development, so The help of capital markets is greatly needed.

"Once chip companies get on the right track, under the current main tone of domestic substitution, there will be broad space for future development, and investors will also get good returns, thus forming a virtuous cycle with the capital market." Wu Xiaole said.