Digital IC Manufacturing: Local Roots

In the post-Moore era, the design industry wants to create greater glories. In addition to playing its own role, it should also have many aspects. At the beginning of design, it should consider the cooperation of the upper and lower industrial chain. Choosing the right manufacturer, partner, and technology is the key to whether the design company can stand on the market. In the words of Ms. Wang Qinsheng, Chairman of IC Design Branch of the China Semiconductor Industry Association, “We are now an era of mutual benefit and reciprocity. Now we can't divorce our partners. The discussion of technology by region or key point, or even the communication of business and trade. The development of the entire industry is very important."

The growing demand for digital IC manufacturing in China as a source of China's IC (integrated circuit) is the main driving force for the development of local manufacturing. According to Dr. Tang Tianshen, vice president of IC Semiconductor Manufacturing Co., Ltd. (IC "SMIC"), IC consumption in China accounted for 6.7% of the world in 2000; just five years later, this figure has surpassed that of the United States and Japan, reaching 24%. %; In 2010, China’s IC use accounted for 1/3 of the global total, exceeding the sum of the United States and Japan; it is expected that in the near future, China’s IC usage will exceed that of other countries and regions in the world. sum.

According to iSuppli's statistics, the total demand for chips in China's IC market was nearly US$27 billion in 2010, but the amount that China’s domestic IC industry can provide is still less than US$8 billion. It is expected that by 2013, the difference will be approximately 217 billion U.S. dollars. Obviously, in terms of the domestic market alone, there is still much room for local IC companies to play.

The semiconductor industry has its own unique ecological approach. Its roots lie in innovation and its foundation is mass production. For a modern technology company, the most important driving force for technological innovation is market demand and profit creation, and the maximization of profits cannot be achieved without cost control compression. Tang Tianshen pointed out that the semiconductor industry is driven by volume. The reduction in cost depends on the increase in shipments, the expansion of market size, and on the strengthening of large-scale production. Low-cost brings low prices, consumers get benefits, so they have greater demand for quantity, go further, and start to have higher requirements for functionality and quality – this drives manufacturers to continue to push more and more The result of good products and hard work is the continuous upgrading of technology.

For SMIC, the fastest-growing domestic business is expected to have approximately 30% of its business this year coming from domestic customers, and this figure was only about 10% last year. Therefore, for future planning, SMIC will expand its business for domestic customers. What will be provided will be more than just foundry, but will be full-scale technical service and support including design, packaging, and testing.

As one of the representatives of China's advanced technology, SMIC currently has 55 nm products in volume production. The 40 nm process is under research and development and is expected to be introduced to the market early next year. Tang Tianshen said: "Light does not do advanced technology, there are still many customers at home and abroad need more than 90nm process, these processes still need to be strengthened."

Simulating the manufacturing subdivision market requires special process simulations that are different from numbers and are a small and varied market segment. In the field of simulation, competition is the design ability, design concept, special process, etc., rather than relying on low-cost or even price wars to compete. "The cost is a reasonable cost and should be determined by the added value," said Yu Churong, acting general manager of China Resources Science & Technology Co., Ltd. (CSMC). In the analog industry, China can no longer rely on large amounts of low-cost, rely on price war to survive. Small amounts of diversity can increase the added value of products, and the small and varied Chinese market can be in the order of a million. In order to succeed in the simulation market, relying on precision investment under the target, instead of relying on huge shipments to pull low costs.

In the field of semiconductors, Moore's Law is not absolute, and reducing feature size is not everything. The most important thing is to choose the right process. Yu Churong said: “We are now surpassing Moore's Law, that is to say, we are not pursuing the reduction of line widths, but whether we can satisfy the orientation of the Chinese market.” The current hot spot in the Chinese market is low carbon, information and mobile internet, and new students in China. The market has some special techniques, ideas can lead, can be creative, you can play with the design company to play first and second. ”

Yu Churong believes that the life of each generation of the process is very short. If the simulation field is excessively pursuing the process, it will cause waste. Many ICs do not necessarily require the most advanced technology. Therefore, the focus of CSMC's focus is on special processes, identifying the needs of a mature process in the market application, and making full use of its potential. "If we have a very mature process, IP (intellectual property) and platform, give customers a good environment, it may be better to train a group of IC designers, so that they innovate in our design, in our product applications Innovate."

With respect to advanced technology: "It's not that we won't do it (advanced technology) but it's an advantage we haven't done." Yu Churong said that in some aspects of the simulation process, China Resources Shanghua has already been at the forefront of the world, and some foreign counterparts do not have it. Characteristic process.

At the same time, we need to establish a new image of Chinese brands. This road is very difficult, but its significance is also profound. For analog IC manufacturing, "there are two barriers, the first is the IP, and the second is the service." Actively independent innovation, the development of its own characteristics of technology, can steadily cross the barriers of IP, but also really master the technology In their own hands, a truly technical accumulation has been formed. We must be faster than the internationally advanced enterprises, have a low enough defect rate, have enough finished products, and have good enough quality to provide better services, rather than simply lower than the cost, even a simple and crude price war. Domestic enterprises still have much room for learning and improvement compared with advanced international companies.

Speaking of the management model, Yu Churong said: “It is okay to be in line with China.” The management models of local companies, whether they are the United States, Europe, Japan, or Hong Kong or Taiwan, have their own advantages and merits. It should not be copied entirely. The traditional management model in mainland China is based on traditional Chinese culture. It is flexible and humane, and often has a leader-style soul. The management of a new generation of Chinese companies actually absorbs and combines the characteristics of the East-West management model. There are many places worth learning, and we need to constantly dig.

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