[Qualcom and Datang Telecom can not help Chinese independent chip industry development] Since last year, after Qualcomm and Datang Telecom announced the formation of a joint venture company, Shengsheng Technology, the joint venture program has not been approved by the Ministry of Commerce of the People's Republic of China. After finally being approved, the joint venture company will continue to focus on the low-end mobile phone chip market. This approach is obviously not conducive to the development of China's independent chip industry.
The importance of developing independent chip industry
The chip industry is the upstream of the manufacturing industry. It is called "industrial food" and is an indispensable core technology in the manufacturing industry. At present, China is striving to promote the transformation of manufacturing in China, launching the China Manufacturing 2025 Program and promoting the development of China's high-end manufacturing industry. The chip industry has become an important part of this process.
Chip self-sufficiency is extremely important. The industry generally believed that the freedom of global trade allowed China to settle its manufacturing industry with confidence. The chips could be purchased through overseas purchases. However, in 2015, the United States prohibited Intel from selling two high-end server chips to China. The United States recently issued a ban on ZTE, all of which are displayed. Chip self-sufficiency is so important to China's manufacturing industry.
The LCD panel industry has demonstrated the importance of developing an independent chip industry. In that year, China hoped to attract panel companies outside Mainland China to invest in factories in mainland China by using market-for-technology methods to better meet the demand for LCD panels from Chinese manufacturing. However, these panel companies have responded to the requirements of mainland China but lately. Late to set up factories in China, however, when the two major Chinese panel makers BOE and Huaxing Optoelectronics began investing and building advanced panel production lines around 2009, these panel companies began to invest in factories in mainland China.
Chips are extremely important for China's information security. Before 2013, the CIA staff Edward Snowden handed over two top-secret materials to Britain's “Guardian†and the “Washington Post†and exposed the “Prism†secret project of the US National Security Agency. Concerned about information security, and the implementation of the global server chip is the US chip company Intel, Intel recently revealed that there are major security holes in the chip, which all make China realize the importance of the underlying chip as information security.
China's autonomous chip industry is marching forward
Currently, two of the world’s top 10 mobile phone chip companies are Chinese independent chip companies. They are Huawei Hass and Ziguang Zengrui. Ziguang Zengrui is one of the three largest independent mobile phone chip companies in the world. In 2017, chip shipments exceeded 600 million units, which formed a three-way pattern with Qualcomm and MediaTek in the global mobile phone chip market.
Ziguang Zengrui, like China's manufacturing industry, has achieved the space for survival and development by consolidating the mid- and low-end mobile phone chip market. After accumulating technology, it gradually develops to the mid-to-high end market. Since last year, it has launched mid- to high-end 16- and 14-nanometer mobile phone chips. It has made every effort to develop 5G, and on the basis of this achievement, it has continued to enhance its R&D strength and narrow the gap with international advanced technology. This undoubtedly poses a major threat to Qualcomm.
As we all know, Qualcomm’s main source of profits is the patent fee that has been hailed as “high-pass tax.†For this reason, it even gives mobile phone companies the ability to sell cell-phone chips at a price-reduced chip price and earn huge profits through patent fees, but due to its chips. The market continued to be sharpened by Ziguang and entwined by MediaTek. In recent years, its performance has been poor. Net profit in the fourth quarter of fiscal year 2017 has dropped by nearly 90% year-on-year, and it has been forced to lay off staff.
Qualcomm's poor performance is clearly inseparable from the success of domestic chip companies such as Ziguang Zengrui. Ziguang Zhanrui’s chips provide comprehensive screen, AR function, and dual camera performance at a suitable price. It is precisely because of the presence of Ziguang’s presence that forcing Qualcomm and other chip giants to reduce the chip price that we ordinary consumers can buy in hundreds of pieces. To high-performance, full-featured smart phones.
It can be said that China's independent chip industry, represented by Zhan Rui, has made tremendous contributions to China's manufacturing industry. After China's commercial domestic 3G technology, TD-SCDMA, in 2009, Qualcomm has been reluctant to support the launch of mobile phone chips that support this technology, and Ziguang Zengru made efforts to launch the mobile phone chip that supports TD-SCDMA to promote China Mobile. The development of communication technology. It was precisely because Qualcomm found that it could not stop the development of China's communications industry. In 2014, when Qualcomm commercialized domestic 4G technology TD-LTE, it announced that it actively supported the launch of chips supporting TD-LTE technology.
Ziguang Zengrui is now increasing its R&D capabilities. It has fallen behind Qualcomm in the 2G era for nearly ten years, and it has fallen behind Qualcomm for only 2 years in the 4G era. It is expected that it will only be a few months behind Qualcomm and even shoulder to shoulder in the 5G era. This reflects Ziguang Zengrui. The continuous rapid progress, all this makes it become the impetus of Qualcomm, but this is a free market competition, and now it seems that Qualcomm is intending to use China's "own man" to stifle the development of purple light is particularly indignant - and Qualcomm’s joint ventures such as Datang and Jianguang Capital are state-owned enterprises.
Joint venture between Qualcomm and Datang is not conducive to the development of independent chip industry in Mainland China
Qualcomm and Datang’s joint venture sales are mainly low-end chips. Qualcomm hopes to gain market share by expanding its sales of chips and obtain more “high-pass taxâ€. Naturally, it will not give any core technology to the joint venture company. Raise the technological research and development level of independent chips.
After Qualcomm and Datang establish a joint venture company, it is very likely that the latter will sell its mobile phone chips at a low price. Even if the joint venture company loses money, it will only need to bear a loss of 24.1% of its shares, which will have little impact on Qualcomm, and Qualcomm can Earning money through patent fees has made it more motivated to support joint ventures in aggressive price wars, which is clearly detrimental to domestic self-produced chip industries.
For companies such as Datang and Jianguang, which are cooperating with Qualcomm, Qualcomm only accounts for less than a quarter of the shares and the latter two companies account for most of the shares. It can be seen that the establishment of joint venture companies is more relevant to the promotion of the latter two companies. At the moment when China's independent chip industry is on the rise, they have chosen to cooperate with Qualcomm and may even sell chips at a low price. This is obviously contrary to national morality.
In view of this, the author believes that China should support the development of domestic self-owned chip companies such as Huawei Hass and Ziguang Zengrui, and let them continue to enhance R&D strength to further increase chip self-sufficiency. This is the long-term development path. At present, China’s annual chip import amount exceeds US$200 billion, and even exceeds the amount of oil imports. Petroleum China can import through different countries. However, in recent years, the chip has been unable to buy if it lacks autonomy. of.
Of course, the final approval of the Qualcomm and Datang joint venture company is also related to the current Sino-US trade warfare. The joint venture company was announced as early as last year and was finally approved by the Ministry of Commerce after one year of delay. At the time of the Sino-U.S. trade negotiations, the Chinese side actually realized the importance of supporting the development of the independent chip industry. From this perspective, it is believed that China’s independent chip industry will receive more support in the future, and Qualcomm’s joint venture with Datang The abacus may not be able to do so.
In recent years, it can be seen that the importance of self-sufficiency in the chip industry has become increasingly prominent. The areas covered include servers, mobile phone chips, and memory chips. The rising number of domestic companies in the Internet of Things and autonomous driving industries have even shortened significantly. The gap between European and American companies poses a threat to them. It is for Europe and the United States to try to limit the development of Chinese industries. All of this requires that China support the development of independent chip industries to ensure that relevant industries continue to increase their competitiveness.
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