[There is no market for domestically produced chips that contributes to the slow progress of the entire domestic chip industry] On April 17, the U.S. Department of Commerce suddenly announced that it will completely ban US companies from selling parts, goods, software and technology to ZTE within seven years. This also means that during this period, ZTE will be completely blocked by the United States, sealed by technology, and ceased selling chips.
Obviously, this unexpected announcement may push ZTE to the edge. ZTE, which relied on numerous US companies to provide important spare parts and technical support, fell from the cloud. This is the world’s fourth-largest and China’s second-largest communication equipment manufacturer. Businessmen also face an unprecedented crisis.
This time, the United States banned ZTE during the Sino-U.S. trade warfare. Obviously, the reason was not that it was just ZTE's own problem. With only a little thought, it can be seen that the United States is not simply trying to deal with ZTE.
U.S. banned sale
After more than 30 years of development, China’s telecommunications industry has made remarkable progress in tracking the footprints of others and lagging behind. Now that 5G development has been able to participate in the formulation of standards, China has made considerable progress. ZTE is also very successful in the research and development of 5G. At the World Mobile Communications Conference in February, ZTE released the world’s first 5G mobile phone, which is also the second Chinese company to make major breakthroughs in the 5G field.
However, it is worth noting that although ZTE is able to create 5G mobile phones, it is something to celebrate, but the key technologies and core components, especially the chips, are all made entirely in the United States.
This involves a huge industry - the chip industry, because China's chip technology has not kept up with the delay, so most current mobile phone manufacturers in order to ensure the competitiveness of their mobile phones, have to use the United States made chips, for which annual needs Spend nearly 10 billion to purchase.
No core technology is no more powerful than lambs to be killed
Until this time, our entrepreneurs will understand that money is really not a panacea. There is no point in not having the core technology in hand, even if it can be the first in the world in manufacturing, Internet, and finance. Without core technology, the industry is no matter how powerful it is. It is just a fat lamb to be slaughtered.
What's more, the profits of these industries have been completely captured by the countries that have mastered the core technologies. For example, according to related statistics, at least 80% of chips in the electronic control system core need to be imported, and in the global top 20 in 2017 Among semiconductor companies, US companies accounted for 13 companies, and their total sales in China were about 66.7 billion U.S. dollars.
More than half of market sales such as Qualcomm, Broadcom and Magellan are realized in China. In such a huge market, most of the profits are eventually earned by outsiders. Therefore, many people are also skeptical. Since the chip is so important and the market is so huge, why don't we research and develop ourselves and we always buy other people?
Complex environment creates the current situation
In fact, there are two important reasons for forming this situation. One is that due to the impact of globalization today, we can purchase the necessary products from all the open regions of the world. The chip's R&D costs a lot of time and money, but the cost of mass production is very low. Even if the government gives a lot of subsidies, it still has a big gap compared with mature foreign products.
From a business point of view, foreign chips have good quality and low prices, and Chinese companies are naturally more willing to choose these inexpensive products. In addition, many people believe that it is better to buy than to buy, buy less than the concept of rent, so the domestic chip basically no market.
In addition to the large amount of manpower and material resources, the chip's R&D needs to be iteratively updated after being tested by the market. Today, there is no market capable of accommodating domestic chips, which also leads to a slow progress of the entire chip industry.
Second, China’s talent in basic research is extremely scarce. At present, only the top “985†universities and colleges have the ability to train talents for chip development. However, many schools still lag behind because of the teaching content that still stays decades ago. , even less expect to be able to cultivate high-end talent.
To address this situation, the first step is to increase investment in education, and the other is to carry out education reforms so that each student entering the school can learn the most cutting-edge technology and change the number of papers as an assessment indicator. Every scholar who does research is able to sink in and do research and development.
The information age is the chip era
The so-called information age is the chip era, and information warfare is a chip war. The technology companies without chips are very fictitious and have no chip defense. They are even more like their names.
This ban on ZTE is not a bad thing. He can also waken us up and let us understand how important it is to master our core technology. The so-called crisis is the danger and the opportunity. The opportunities brought by these difficulties can arouse the power of our country to sleep.
The Tianhe No. 2 of the past was the perennial occupation of supercomputers. Therefore, in 2015, the U.S. Department of Commerce banned Intel’s “Xeon†chips for China’s four national supercomputer centers. However, the prohibition of sales did not affect China's super-calculation to continue to be the first, and even afterwards it developed a national-produced "Shenwei Taihu Light" supercomputer. Therefore, these bans are not necessarily completely bad.
summary
Rome was not built in a day. Chips are not built in one day. We can give everything that we can give. We just want to be able to make our own things. We can not be restrained by foreign technology and can stand upright and face all. His technology counterparts can no longer return to the one hundred years of darkness.
Basic research is the cornerstone of the entire technology industry. There is no basic industry but a castle in the air. However, at the same time, developing its own core technology is also a difficult route. This requires not only the enterprise's advancement, government support, but also the understanding of ordinary consumers. This road is bound to be hard, but it must also be passed. If the heavens are to be given up, then the people must also suffer their will and work hard. They must be hungry and hungry for their skin. They are destitute of their bodies, and their actions are indiscriminate.
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