Risks and opportunities in the era of great changes for domestic semiconductor companies

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The development of human politics, economy and civilization has been deeply affected by the first three industrial revolutions. Now, with the gradual development of emerging technologies such as 5G, AI, big data, and cloud computing, the fourth industrial revolution that uses this as a breakthrough is coming.

Among them, semiconductors are the foundation and driving force of the fourth industrial revolutionLR Escorts, and global economic and trade revolves around this theme Friction is constant. From a larger perspective, this is a reshuffling of the world order. Countries that seize the opportunity will occupy a leading position in the world for a long time in the future and lead the economic and technological development of countries around the world.

The world structure is ushering in a period of great change.

Recently, the 4th Artificial Intelligence Technology and Application Research Conference and Leading Entrepreneur Business Thought Tour Week (the 21stperiod) was grandly held in Jiangbei New District, Nanjing. More than 60 industry, academic and research experts delivered keynote speeches Liberia Sugar Daddy, and more than 500 industry experts, including nearly 300 entrepreneurs People intervene in traffic.

During the event, Zhou Zhengyu, chairman of Actions Technology, was interviewed and talked about the risks and opportunities of domestic semiconductor companies in the era of great changes.

Risks and opportunities in the era of great changes

Zhou Zhengyu believes that under the great changes, domestic substitution, independence and controllability are becoming the consensus of the industry. Independence and controllability can be viewed from two perspectives. On the one hand, independence and controllability must be ensured in the field of national security; on the other hand, in the global semiconductor industry, at least core technical capabilities must be mastered to achieve Liberians Sugardaddy is not negotiated by outside parties.

From the current point of view, for the semiconductor industry, which has always been globalized in nature, how to achieve independent and controllable tasks? “Several regions in China must independently build all links of the industrial chain?”, “Or the whole country? “A chess game of division of labor to organize all links of the entire industrial chain?” or “China controls the core technical capabilities of the entire industrial chain and avoids isolation in the context of globalization?” is a topic worthy of discussion.

In the face of trade frictions and technology sanctions, Zhou Zhengyu strongly agrees with the views of semiconductor industry critic Mo Dakang: “We must give up our illusions and face a long and difficult battle.” In short, we hope that domestic semiconductor companies Awareness can be awakened as soon as possible, and localization breakthroughs must be used as a “stepping stone” at any time to strengthen the “backbone” of China’s semiconductor industry.

Crisis and opportunity for international manufacturers

Actions Technology Co., Ltd. is China’s leading low-power Liberians Escort A system-level chip design manufacturer whose main business is the R&D, design and sales of mid-to-high-end smart audio SoC chips. It focuses on smart IoT fields such as wireless audio, smart wear, and voice interactive smart education, smart offices, and smart homes. Supply specialized research chips.

In the context of the explosion of smart Internet of Things, sound is the most important sensory information of the Internet of Things. Smart audio is responsible for the intelligent upgrade of audio products themselves, as well as the intelligent upgrade of many other electronic products through voice interaction for two yearsLiberians SugardaddyNight MissionLR Escorts, which has greatly promoted the rapid development of intelligent Internet of Things. Zhou Zhengyu said that the company takes this as its mission. In the past few years, on the one hand, it has vigorously promoted the intelligence and AI of TWS headphones and speakers; on the other hand, the emergence of smart speakers has encouraged consumers to develop the habit of voice interaction, making TVs, air conditioners and other home equipment, as well as more terminal equipment including lighting, door locks, refrigerators, etc., are becoming intelligent based on voice interaction. More and more consumers require terminal equipment to have intelligent voice interaction capabilities.

Compared with traditional microprocessor systems, SoC chips have advantages in performance and power consumption. As the core device of smart terminal equipment and an important end-side device of the smart Internet of Things, smart audio SoC chips have benefited from the rapid development of the Internet of Things and the further advancement of intelligence. IC Insights research shows that the global IoT chip market is expected to reach US$20.9 billion in 2021, 60% of which will come from Short-interval communication represented by WiFi and Bluetooth.

Facing the huge industry market scale, Actions Technology, as the world’s leading low-power system-level chip design manufacturer, has inherited the technology accumulation of Actions Integration back then and has unique advantages in all aspects of audio technology, especially It is a low-power high-performance audio Codec, audio codec, audio pre-processing and post-processing technology that is at the leading level in the industry. The requirements for audio technology have always been maintained Liberians Escort‘s original intention is “the endless pursuit of sound experience”.

But compared with leading international companies (Qualcomm, MediaTek, LR Escorts Realtek, etc.), how is the development of domestic manufacturers? Zhou Zhengyu pointed out that domestic audio chip manufacturers are mainly concentrated in the consumer market. With the improvement of smart speakers, TWS headsets and other market segments, the share of domestic smart audio chips in the consumer market continues to expand, and the gap is gradually narrowed; Actions’ goal is to Build yourself into China’s CSR. However, there are still gaps. The real gap is more reflected in the industrial and automotive fields. The industrial and automotive industries have gone through a long development process and have higher requirements for product performance, technology and experience accumulation. The country started late in this field, with high replacement risks and slow pace, and it takes time to catch up. Actions will spare no effort to delve into these fields with higher thresholds.

“In addition, there are also differences in the industrial structure at home and abroad: foreign industries have formed a scale and are following the path of merger and development; domestically, there are many small factories, serious homogeneity, vicious competition, no attention to long-term investment, and more and more Separation is harmful to the healthy development of the industry,” Zhou Zhengyu added.

International companies spendStarting from the category field, we need to consciously lay out the ecology from now on, increase R&D investment and patiently accumulate technical experience in the iteration of new industry standards and the rising market tide. Liberia Sugar Daddy establishes a healthy ecology in an orderly manner to continuously increase market share.

Written at the end

Judging from the current global semiconductor industry structure and trade relations, my country’s industry development has been somewhat difficult in the near future and may be even more difficult in the medium term. However, in the long run, China’s semiconductor industry will definitely be able to break through barriers and achieve breakthroughs. .

As Ren Zhengfei said, “If you don’t have scars, you won’t have rough skin and thick flesh. Heroes have suffered many hardships since ancient times.” We must fully believe that every change in the industry must be accompanied by challenges and opportunities. The United States will not be merciful in suppressing China’s semiconductor industry. The more afraid it is of being beaten, it will definitely not be able to escape.

Therefore, international companies must face the challenge head-on and rely on China, the world’s largest market and industrial independence, to Liberia Sugar Daddy control Consensus, coupled with the support of government funds/policies, increase investment in R&D, focus on the cultivation of high-end industry talents, increase efforts to integrate industry, academia and research, and welcome the arrival of the rise of localization in a long and difficult battle.

Liberians Escort When China becomes strong enough, the globalization pattern of mutual benefit and cooperation will naturally come.

Responsible editor: lq


Original title: [The Voice of Famous Experts] Under the great changes, how does the local semiconductor industry seize opportunities and face challenges?

Article source: [Microelectronics signal: ICPlatform, WeChat public account: Core Power Talent Plan] Welcome to add tracking attention! Please indicate the source when transcribing and publishing the article.


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