Jiangsu chip breakthrough: from local catching up to industry chain synergy

Currently, the development of the chip industry in the country, always inseparable from a key word - "neck". Recently, the reporter visited a number of Jiangsu chip companies, found a number of welcome changes, such as some companies have been in certain niche areas, the success of the "bend in the road to overtake", at the same time, part of the domestic enterprises have been hand in hand for the development of the whole industry chain to form a synergy.

However, the key areas, especially high-end chip manufacturing constraints still exist, and, as the chip industry is pushed on the "wind mouth", more and more chip companies are facing a shortage of talent and other realities more and more prominent. Get rid of the chip field "neck" situation, a long way to go, but also need to work hard.

1.

Independent research and development to light up the "spark"

Naxin Microelectronics, located in Suzhou International Science and Technology Park, this young company was founded in 2013, has grown into a leading signal chain chip and its solution providers, and is committed to become a sensor, power driver and interface chips. The company is committed to becoming an industry leader in sensor, power driver and interface chips and a leading provider of automotive grade chips in China.

In a nationwide professional competition in early November, Nascent Microelectronics' high-precision dual-pin digital pulse output temperature sensor won the "2020 Best Domestic Sensor Chip Product Award" for its excellent product performance and outstanding market performance. Award. "Through our innovative design, this product has the advantages of fewer pins, high precision, good linearity, simple peripheral circuit, etc. It is an ideal alternative to the traditional NTC in the room temperature segment, and is focused on applications in white home appliances, industrial IoT, smart wearable and many other fields." Naxin Microelectronics CEO Wang Sheng Yang told reporters that the product is not only in the domestic counterparts belong to the "first of its kind", in the global context is also very innovative products.

The industry's leading position, from the high intensity of investment in research and development. According to Wang Sheng Yang, since its inception, Nascent Microelectronics R & D ratio has always been higher than 20%, the company also launched a number of heavyweight products. Take the much-anticipated 5G network as an example, due to the high-frequency coverage area brought about by the small will lead to the 5G era, the number of global sites doubled, doubling the energy consumption of the site, the power density of the power supply to improve the urgent need for 5G power. In this regard, Nascent Microelectronics has launched the "one-stop solution of isolation IC for 5G power supply in response to the demand for localization", which solves the "pain point" of the industry with the features of "smaller size, higher performance, and more reliable". "

Also a leading domestic network communications core chip and solutions for innovative enterprises, Suzhou Xiongli Technology in one fell swoop bagged the 2020 national major integrated circuit chip development project in all network chip development projects, winning the bid amount of more than 300 million yuan.

"Xiongli Technology has been running on the track of network chip design for 12 years, and at present, the company's top-end products have already started the R&D and design of 14nm." Xiong Bing, founder of Xiongli Technology, told reporters that the company's independently developed "ISE" series of network search processor chip, breaking the international pattern of similar TCAM chips monopolized by U.S. companies, becoming China's only, the world's second semiconductor enterprises capable of developing and mass production of this type of chip. Currently, ISE products have been widely used in core routers, Layer 3 switches and other network security equipment.

2.

Continuous deep plowing can "look up to the stars"

"Chip domestic substitution has become a necessity, and to stand out from the many peers to 'look up to the stars', it must be a deep plowing industry 'star'. Must be a deep plowing industry 'down-to-earth' people." Domestic chip industry analyst Wang Neng told reporters that China's chip industry is in a phase of rapid growth, the average annual compound growth rate of more than 20% over the past decade, for the company in the segmentation of hard work to provide the soil for growth.

September 21, the chip company from Jiangsu, Si Ruipu in the Science and Technology Innovation Board listed, successful landing in the capital market, is the company in the analog circuit chip design industry continues to plough. According to Si Ruipu product manager Gao Bo introduction, the company to the signal chain products, and gradually expand to the power management chip, currently has more than 900 models of products available for sale, the application scope covers communications, industrial control, monitoring, medical and health, instrumentation and household appliances and many other fields. At present, the company's product system and categories are still being enriched.

In line with this, Sirepu released its 2020 3Q report, showing that the company's first three quarters of the total revenue of 455 million yuan, up 145.17%; to achieve net profit attributable to shareholders of the parent company of 163 million yuan, an increase of 285.22% year-on-year. "Si Ruipu has deep accumulation in the field of signal chain, and has a more solid market position in the field of amplifiers and comparators, under the current trend of domestic substitution, the company will enjoy the double dividends of industry growth and share expansion." Guo Yuan Securities analyst He Maofei believes.

Recently, the 2020 Annual MEMS Entrepreneurship Competition attracted many industry eyes. After nearly three months of competition, more than 20 companies have been shortlisted for the final round, competing for the "Innovative Product Award" and the "Most Valuable Investment Award" in the MEMS industry. Among them, the Jiangsu Zhongke Fusion won the first prize of "Most Investment Value Award" in the competition.

The reason why it can win the recognition of the market, according to Liu Xin, co-founder and CTO of Fusion, is because "the company is y engaged in the 3D vision market, which is closer to the needs of 3D vision manufacturers for high precision, safety and cost control."

According to Liu Xin's introduction, the existing DLP-based 3D camera technology with high precision is expensive and large; small-sized TOF, as well as diffuse structured light is cheap, small size, but low precision. ZKF is committed to relying on the core technologies of "3D high-precision sensor chip" and "3D intelligent processor chip" with fully independent intellectual property rights, from the underlying chip to the 3D intelligent algorithm integration, research and development and sales of a new generation of high-precision, miniaturized, low-cost 3D camera technology. miniaturized and low-cost 3D intelligent vision modules. At present, the fusion of science and technology and a number of well-known domestic manufacturers, in 3D vision has in-depth cooperation, the module of domestic substitution performance is excellent, the customer product costs fell rapidly.

3.

Narrowing the gap still needs to "catch up"

"In the face of the huge gap, we need the efforts of the whole industry, but also the whole society." Wang Neng put forward, from the perspective of the local government, should be more for scientists to create a favorable atmosphere for entrepreneurship. And Jiangsu, as China's integrated circuit industry chain is the most complete, the highest degree of industrial agglomeration, one of the most concentrated talent area, should become a benchmark in this regard.

In fact, Wang Sheng Yang mentioned the rapid development of Nascent Microelectronics, the company is located in the Suzhou International Science and Technology Park to create a business environment is very recognized, "We rarely need to look for the park's managers, because the park has already done things to the front." Xiong Bing told reporters, with the help of the local government to provide a tolerant environment, Xiong Li technology will continue to "dig a well", "as long as the direction is right, will certainly be able to water."

Photo: Visual China

Source:Jiangsu 1