"On the importance of the chip and integrated circuit industry, Qualcomm and apple recently announced that they agreed to abandon all lawsuits worldwide and make a formal settlement. Qualcomm said that as part of the agreement, the licensing period between it and apple is six years and can be extended for another two years. From the results, it is better than apple. In terms of baseband chips, it has to finally compromise with Qualcomm, which is enough to show the importance of the chip and integrated circuit industry.
On the importance of chip and integrated circuit industry
Recently, Qualcomm and Apple announced at the same time that they agreed to abandon all lawsuits worldwide and make a formal settlement. Qualcomm said that as part of the agreement, the licensing period between it and apple is six years and can be extended for another two years. From the results, it is better than apple. In terms of baseband chips, it has to finally compromise with Qualcomm, which is enough to show the importance of the chip and integrated circuit industry.
Domestic substitution of integrated circuits in China is gradually carried out
In contrast, China's integrated circuit industry, after the ZTE incident, there has also been an upsurge of integrated circuit industry in China. Local governments have also issued a number of support policies, and domestic substitution is gradually carried out.
According to preliminary statistics, as of April 2019, more than 15 provinces and cities in China have established local integrated circuit industry investment funds of varying sizes, with a total scale of about 500 billion yuan.
In February 2019, the national output of integrated circuits was close to 23 billion
According to the statistical data in the analysis report on market demand forecast and investment strategic planning of China's integrated circuit industry released by forward looking Industry Research Institute, the national integrated circuit output gradually decreased from February to April 2018, changed like a parabola from January to March 2018, and the national integrated circuit output increased slightly in the second quarter of 2018, an increase of 9.78% compared with the first quarter. In December 2018, the national output of integrated circuits was 14.4 billion, a year-on-year decrease of 2.4%. From January to December 2018, the national output of integrated circuits was 173.95 billion, a year-on-year increase of 9.7%. From January to February 2019, the national output of integrated circuits was 22.95 billion, a year-on-year decrease of 15.9%.
Data source: compiled by prospective industry research institute
China's integrated circuit industrial structure tends to be optimized
Ren Aiguang, director of the integrated circuit division of the electronic information department of the Ministry of industry and information technology, publicly said that from the perspective of the three industrial structures of integrated circuit design industry, manufacturing industry and packaging and testing industry, in 2018, the sales revenue of China's integrated circuit design industry was 251.93 billion yuan, accounting for 38% from 35% in 2012; The sales revenue of the manufacturing industry was 181.82 billion yuan, accounting for 28% from 23%; The sales revenue of the sealing and testing industry is 219.39 billion yuan, accounting for 34% from 42% in 2012, and the structure tends to be more optimized.
Data source: compiled by prospective industry research institute
At the same time, the compound growth rate of the scale of China's integrated circuit industry is nearly three times that of the world. In 2018, the global semiconductor market was US $477.94 billion, with a compound growth rate of 7.3% from 2012 to 2018; In 2018, the sales volume of China's integrated circuit industry was 653.2 billion yuan, with a compound growth rate of 20.3% from 2012 to 2018.
Analysis of IC distribution and industrial policy in China
Since 2013, with the establishment of hundreds of billions of national integrated circuit industry funds and the strong support of local governments for the integrated circuit industry, China's semiconductor chip sales have maintained a high growth rate of more than 15%.
In 2014, the State Council issued the outline for promoting the development of the national integrated circuit industry, which raised the development of the integrated circuit industry to a national strategy and defined the priorities and objectives of the development of the domestic integrated circuit industry during the 13th Five Year Plan period. In September of the same year, the national integrated circuit industry investment fund was established, with a total amount of more than 130 billion yuan in the first phase.
In the government work report in 2018, integrated circuits were listed in the first place in the development of real economy in the government work report, which can be seen from the importance attached by the national government to this industry. Previously, the State Council had requested in the made in China 2025 report that China's chip self-sufficiency rate should reach 40% by 2020 and 50% by 2025, which means that China's integrated circuit industry will account for 35% of the world in 2025, that is, it will surpass the United States and rank first in the world.
In recent years, many places in China have responded to the national strategy and invested heavily in the integrated circuit industry. After years of development, the current industrial layout is mainly concentrated in Beijing Tianjin Hebei region with Beijing as the core, the Yangtze River Delta with Shanghai as the core, the Pearl River Delta with Shenzhen as the core and the central and western regions with Sichuan, Hubei and Anhui as the core.
Among them, after more than 60 years of development, Shanghai's integrated circuit industry has formed a complete integrated circuit industry chain integrating design, manufacturing, sealing and testing, materials, equipment and other supporting services. It is not only the most complete integrated circuit industry chain in China, but also the city with the most balanced Industrial structure.
In recent years, with the increasing demand for integrated circuits and the events of ZTE and Jinhua, the voice of integrated circuit localization has become higher and higher. The development of integrated circuit industry in Beijing, Shanghai and Shenzhen alone is not enough to supply domestic industrial demand. Therefore, a series of relevant policies have been issued all over the country to help the development of integrated circuits.
5g development hastens the development of integrated circuit industry
New opportunities. In the 4G era, Qualcomm is the dominant company, occupying a high proportion of CDMA patents. At the world mobile communication conference, Chinese enterprises have launched 5g chips, terminal devices and related network solutions. This indicates that the 5g market will develop into a market pattern of checks and balances in many aspects in the future.
1. Investment opportunities in integrated circuit industry
Chip is the key to promote the development of 5g industry. Chip must provide higher standard function and performance. The technological innovation of key components has a profound impact on the upgrading of 5g network and the integration of equipment. 5g diversified application scenarios provide a huge market opportunity for component enterprises and put forward higher requirements. In the era of emphasizing intelligence and networking, chip products including FPGA, GPU and ASIC will reach a scale of US $20 billion in 2021. For domestic chips, if they have a place in the 5g era, they must enter the medium and high-end market in many fields.
2. 5g layout of integrated circuit enterprises
As the core component of 5g mobile phone, 5g baseband chip directly determines whether the communication network can be successfully connected, and plays an important role in shortening the "communication generation difference". At present, only Qualcomm, Huawei, Intel, Ziguang zhanrui, MediaTek and Samsung have launched 5g baseband chip products in the world. 5g is both an opportunity and a challenge for the development of integrated circuits in China.
Huawei
At 0:45 a.m. on November 17, 2018, in the discussion of 5g short code scheme at the 187th meeting of 3gppran, the polar code scheme mainly promoted by Huawei stood out from the two major competitors in the United States and France and became the 5g control channel embB scene coding standard. With the voice of 5g standard, Huawei has also begun to focus on the research and development of 5g chips.
In February 2018, Huawei released the first 3GPP standard 5g commercial chip Baron 5g01. In January 2019, Huawei officially released 5g multi-mode terminal chip Balong 5000 (Baron 5000) and the first 5g commercial terminal Huawei 5g CPE Pro based on this chip, causing a sensation in the industry. In contrast, although chip design manufacturers such as Qualcomm and Samsung have also released baseband about 5g chips, Huawei is the first manufacturer in the world to complete the complete commercial test of 5g network. This chip not only uses the most advanced 7Nm process technology, but also supports 5g NSA and SA network systems for single chip multi-mode. At the same time, it is downward compatible with 4G / 3G / 2G networks, and truly achieves the coverage of the whole network system. Subsequently, Huawei released a more high-end mobile phone, 5g foldable mobile phone mate x, at the world mobile communication conference, which is equipped with Huawei's self-developed processor and 5g baseband chip Balong 5000.
Huawei's achievements in 5g chips are promoting world progress, which largely stems from Huawei's growth rate in communication standards and chip research and development. Although Huawei does not have a "high weight" in the global pattern of the integrated circuit industry, with the launch of Huawei's independent OS System in the future and the construction of the Internet of all things in the 5g era, Huawei's journey in the integrated circuit field will have more exchanges with apple, Qualcomm and other International front-line companies in the future.
high pass
Recently, Qualcomm announced the official launch of its second-generation 5g new air interface modem, Xiaolong x55, which is an upgraded version of X50 launched in 2016. It adopts the latest 7Nm technology, covers a wide range of frequency bands, has lower power consumption and higher performance, has more use scenarios, and the peak download speed reaches 7gbps. In addition, Qualcomm also launched its supporting antenna tuning solution qat3555, millimeter wave antenna module qtm525 and envelope tracking solution qet6100. Cristiano Amun, President of Qualcomm, said that in the future, SOC mobile platform integrating 5g baseband chip will be launched to end the mobile phone design mode of non integrated X50 baseband.
Intel
Intel introduced XMM 8160 5g modem at the world mobile communication conference. In terms of technical specifications, XMM 8160 supports 5g SA (independent Networking) / NSA (non independent Networking) specification and is downward compatible with 4G / 3G / 2G, etc. In terms of frequency band, it covers sub 6GHz (600MHz ~ 6GHz FDD / TDD) and high-frequency millimeter wave. The former is mainly used for 2 / 3 / 4G and 5g in China, while the latter is used for the middle and later stages of 5g in China and the first and middle stages of 5g in Europe and America. Intel also announced a partnership with skyworks to jointly optimize multimode 5g radio frequency (RF) solutions. In addition, around the cloud, device and edge computing fields, Intel has also made a layout and released a new FPGA programmable accelerator N3000, which is specially used to accelerate the virtualization network function. Intel also launched Intel Xeon D series products code named Hewitt lake for the first time, which can provide energy-efficient system chip configuration and enhance edge computing power.
Ziguang zhanrui
In addition to Huawei, Ziguang zhanrui also launched the first 5g baseband chip chunteng 510, which supports sub-6ghz band and 100MHz bandwidth, aims at Ar / VR / 4K / 8K high-definition online video, AR / VR online games and other high-volume applications, and supports a variety of application scenarios including smart phones, home CPE, MiFi and Internet of things terminals. The launch of chunteng 510 indicates that Ziguang zhanrui has officially stepped into the first tier of 5g in the world. At present, the products of Ivy League 510 are mainly data products. In the future, Ziguang zhanrui will also invest in 5g experimental prototype and carry out the research and development of flagship SOC in a planned way, so as to improve its own ecosystem and enhance market competitiveness.
MediaTek
MediaTek launched 5g baseband chip Helio M70 at the world mobile communication conference, which is an integrated modem spanning from 2G network to 5g network. It is manufactured based on the 7Nm process of TSMC foundry. Different from Intel's application scenarios, MediaTek's Helio M70 focuses on mobile devices, smart homes, automobiles and other fields, enters the market with "the fastest sub-6ghz" and occupies an important part in the field of 5g baseband chips.
Samsung
In August 2018, Samsung Electronics officially announced the launch of its own 5g baseband chip exynos modem 5100, using a 10nm process. Samsung said that this is the world's first 5g baseband chip that fully meets the 3GPP standard. Exynos modem 5100 chip is an all Netcom chip, which supports the sub-6ghz and mmwave bands in the 5g NR new air interface protocol finalized by 3GPP. At the same time, it is also downward compatible with 2G GSM / CDMA, 3G WCDMA, TD-SCDMA, HSPA and 4G LTE. In addition, Samsung's exynos modem 5100 baseband not only fully conforms to the 5g standard of 3GPP standard, but also increases the 4G signal search strength, and the 4G peak download speed can reach 1.6gbps. In the 6GHz band, the 5g peak download speed is theoretically 2gbps; In mmwave band, 5g peak download speed can reach 6gbps.
THE END
From a global perspective, 5g is the commanding height of the next round of information technology revolution. 5g will give birth to the interconnection of all things. From the Internet to the mobile Internet and then to the 5g Internet of things, a new way of production and life may come; From China's situation, behind the rise of great powers, strong scientific and technological support is needed. Accelerating the research and development of domestic chips is the key to leading the global 5g process.
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