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published in(发表于) 2016/8/24 11:38:30
Hit us $ 100 billion, China needs to do the world chip leader

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中文

Hit us $ 100 billion, China world chip-chip, processor-IT information

On August 24, according to foreign media reports, Bain (Bain & Company) published analysis reported that due to the lack of know-how and talent, China wants to invest more than $ 100 billion to become the ambitious goals of the global computer chip industry leader will most likely fail. China is now one of the world's largest consumer of semiconductor equipment, stemming from its massive manufacturing sector.

Bain expects by 2020, nearly 55% global storage, logic and analog chips will go on or flowing through China . However, as Apple's iPhone and other products "the brain" microchip, most rely mainly on imports from companies such as Intel, Samsung Electronics.

In 2014, the Government plan, China hopes to change the situation. China plans to invest more than US $ 100 billion by 2020, becoming the world leader in the chip industry. China also promoted the integration of domestic suppliers to maximize investment, including the Unisplendour group and the $ 2.8 billion merger of Wuhan xinxin, the deal announced last month.

Unable to acquire sophisticated technology

However, Bain stationed in Singapore partners kaiwen·mihan (Kevin Meehan) that financial investments are not enough to buy the semiconductor industry leadership. At present, the size of about $ 1 trillion of the semiconductor industry. He expects China now produces only 15% of the world's semiconductors.

"China is a clever and smart way to get into the semiconductor market," he said, "but I don't think this method can access cutting-edge processor technologies, which are the Foundation of successful Intel, Samsung. ”

Chinese companies want to be in processor and memory chip market is intellectual opponent, but that effort met with resistance from regulators around the world. Unisplendour group for Western Digital $ 3.8 billion investment plan for United States security review and give up, Taiwan investments in chip companies face regulatory hurdles.

Mi Han believes that China's semiconductor manufacturers may finally be able to benefit from cooperation with global giant, computer memory chips and other key components of large suppliers. Intel and Qualcomm have agreed with the Chinese suppliers to build semiconductor plant in China.

"Over the long term-not five years but for decades--you have to believe that Chinese manufacturers would have to absorb some of this," he said, "but also takes care of foreign enterprises, will not put cutting-edge intellectual property rights in China. No licensing or acquisition, your access to these technologies. ”


狂砸1000亿美元,中国要做世界芯片老大 - 芯片,处理器 - IT资讯

8月24日消息,据外媒报道,贝恩咨询公司(Bain & Company)发布分析报告称,由于缺乏专有技术和人才,中国希望通过投资逾1000亿美元成为计算机芯片行业全球霸主的远大目标很有可能会失败。中国现在是全球半导体设备最大消费国之一,这源于其庞大的制造业。

贝恩咨询预计,到2020年时,近55%的全球存储、逻辑以及模拟芯片将流向或者流经中国。但是,作为苹果iPhone等产品“大脑”的微芯片,绝大部分主要依靠从英特尔、三星电子等公司那里进口。

中国政府在2014年制定计划希望改变这一局面。中国计划投资逾1000亿美元,到2020年时成为全球芯片行业的领导者。中国还推动国内供应商的整合来实现投资的最大化,包括紫光集团和武汉新芯的28亿美元合并案,这笔交易在上月宣布。

无法获得尖端技术

但是,贝恩咨询驻新加坡合伙人凯文·米翰(Kevin Meehan)表示,财力投资并不足以买到半导体行业的领导权。目前,半导体行业的规模约为1万亿美元。他预计,中国目前只生产全球15%的半导体。

“中国准备以一种十分聪明而又灵巧的方式进入半导体市场,”他表示,“但是我不认为这种方法能够让他们获得尖端处理器技术,这是英特尔、三星成功的基础。”

中国公司想要在处理器和存储芯片市场收购具有知识产权的对手,但是这一努力遇到了全球监管部门的阻挠。紫光集团对于西部数据38亿美元的投资计划因为美国安全审查而放弃,对于台湾芯片公司的投资也面临监管障碍。

米翰认为,中国半导体制造商可能最终能够从与全球巨头的合作中受益,成为计算机存储芯片等关键零部件的大型供应商之一。英特尔和高通都已经同意与中国供应商合作在华建造半导体制造工厂。

“从长远来看——不是五年而是数十年——你必须相信中国厂商会吸收一部分技术,”他表示,“但是,国外企业也很小心,不会把尖端知识产权放在中国。没有授权或收购,你很难获得这些技术。”





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