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24 days since the ZTE ban

via:博客园     time:2018/5/10 18:02:32     readed:386


From April 16 to May 9, the U.S. Department of Commerce issued 24 days since the "ZTE ban." ZTE Corporation has also undergone various iterations. It even reported that ZTE intends to sell its mobile phone business. At the same time, the ban of the U.S. Department of Commerce has not only greatly stimulated the attention of the Chinese people to the chips, but also accelerated the break in the Chinese semiconductor industry.

This article from the well micro channel number & ldquo; ENTREPRENEUR Taolue & rdquo; (ID: hstl8888), of: Zhang Jin Jing. Head Photo: February 26, 2018, Barcelona, ​​Spain The 2018 Mobile World Congress was opened at the ZTE booth.

Dark Cloud Pressure City

On April 16th, the U.S. Department of Commerce revoked orders for ZTE to violate the U.S. sanctions on Iran, and prohibited U.S. companies from selling parts, goods, software and technology to ZTE for the next seven years. When the ban came out, ZTE’s US suppliers had all suspended cooperation and stopped the contract execution. According to a Nikkei insider quoted by the Nikkei News, “We are prohibited from talking or communicating with U.S. business partners such as Qualcomm, Intel, or Broadcom. ”

On April 17, the U.S. Federal Communications Commission (FCC) announced that it will adopt a measure to prohibit mobile operators from using federal subsidies to purchase any telecommunications equipment produced by Chinese companies.

On April 25, the Wall Street Journal reported that the U.S. Department of Justice is conducting a criminal investigation into whether China’s Huawei violates US sanctions against Iran. Bloomberg quoted a person familiar with the matter as saying that FBI agents under the jurisdiction of the US Department of Justice had been investigating Huawei’s past transactions.

On April 30, Heath Tarbert, an assistant secretary of the Office of International Affairs of the US Treasury Department, made it clear at a meeting in Washington that the U.S. Department of the Treasury is considering emergency legislation to curb China’s use of sensitive technology in the United States. investment.

In the short period of two weeks, the United States took a turn for the Zhongxing ban. Behind the aggressive strategy is the U.S. government’s deep concern over China’s manufacturing 2025 development plan and China’s parallel efforts in the 5G era.

The U.S. did not hesitate to use the trick of "killing the enemy one thousand and sacrificing 800". This has caused Chinese enterprises to be overwhelmed, but it also shows from the side that there are not many restrictive strategies available. In addition to these two-lost moves, Trump also wanted to re-tune the Soviet Union's "Wind Eyes" game between the Reagan era, but the object was changed to China.

Day 2 after the ban

The relevant departments are fully aware that, behind the ZTE crisis, not only one company targeted by ZTE, but also from the response of the government departments can see that there have been many preparations for such emergencies:

On the one hand, the Chinese government issued a solemn statement in solidarity with ZTE and worked through the diplomatic channel to the US. It hopes to reverse the difficulties of ZTE in the shortest possible time. On the other hand, the Ministry of Industry and Information Technology organizes experts to hold a seminar on the development of chip manufacturing to develop the domestic chip industry. To sort out, provide the basis for the state fund's approach to support.

At the April regular press conference, Chen Yin, a spokesperson for the Ministry of Industry and Information Technology, pointed out that China's integrated circuit industry has developed rapidly, but there are still gaps in chip design, manufacturing capabilities, and talent pools, and we need to further accelerate development and accelerate the promotion of core technologies. Breakthroughs to strengthen international industrial cooperation. At present, IC Development Fund is in the second phase of raising funds, and all parties are welcome to participate in the fund raising.

At the same time, the Ministry of Commerce dispatched an expert team at the first time to coordinate ZTE's response to the crisis. While guiding ZTE's self-salvage, the Ministry of Commerce also issued targeted new tax increases, targeting the Republican traditional ticketing area. At the same time, the Ministry of Foreign Affairs appoints ambassadors to EU countries to meet with EU governments to seek support.

Although the Chinese government has responded promptly and professionally, the industry is still worried about US technology hegemony and threats. According to statistics from Baidu News, statistics on the concerns of the chip industry caused by the ZTE ban exceeded 440,000, which reflects the market's anxiety.


16 days after the ban

At the time of public anxiety, countermeasures have come to an end. The establishment of ARM China is an important part of this.

ARM's position in the mobile era is equivalent to the Intel X86 in the PC era. ARM itself does not produce chips, and its business model is IP authorization, which entitles one-time technology licensing fees and royalty royalties through intellectual property licensing.

ARM has three modes of authorization, which are processor, POP, and schema authorization. Processor license refers to authorized partner manufacturers to use ARM-designed processors, the other party can not change the original design, but can adjust the product's frequency, power consumption, etc. according to their needs; POP authorization that ARM sells the optimized processor to the authorized cooperation Vendors can easily design and produce processors with guaranteed performance under specific processes. The architecture license is for ARM authorized partners to use their own architecture, and vendors can design processors based on their own needs.

Qualcomm, Samsung, and Huawei are all based on the ARM instruction set architecture.

Benefiting from the rise of mobile devices and the popularity of large home appliances and automotive systems, chips based on the ARM instruction set have almost monopolized the embedded and mobile market. Relevant data show that in 2017 ARM's chip technology accounted for about 90% of the world's mobile processor market share.


After ARM established a joint venture with China, it injected all of its operations in China and only 49% of the shares. The company is controlled by the Chinese company and it also seeks domestic listing. These measures have greatly avoided the possibility that domestic embedded and mobile-end chips will be hampered again in basic authorization.

For example, in the ZTE Crisis Bureau, roughly three categories of products involved in the United States are blocked, one is a communication basic chip, the other is a general-purpose chip (FPGA, etc.), and the other is a communication operation software and a chip design software.

After ARM China officially landed, Chinese companies could no longer be blackmailed by the United States, Huawei, Violet, and Xiaomi in the field of communications basic chips. Their communications chips could bypass the patent walls of US companies regardless of whether they were self-developed or outsourced. The most direct technical support.

"With the establishment and operation of this joint venture, China hopes to ensure the source of technology, especially with regard to some technology-sensitive chips that will enter the government or other security applications in the future." According to an Asian commentary quoting an executive from a Chinese chip manufacturing company, “China does not need to worry about whether other countries will exert pressure on ARM to reduce support for Chinese companies like the United States.

Behind the establishment of ARM China, China’s sovereign wealth fund has played a significant role.

In 2016, Sunyiyi acquired ARM for $32 billion and set up a vision fund to handle the matter. In addition to Sun Yet-Jing, Saudi Royal Family and Fuji, the fund also includes Hon Hai and two undisclosed Chinese sovereign wealth funds.

According to a privately-owned person from Softbank China, the establishment of the controlling China for ARM China is the Houan Innovation Fund. The fund was jointly initiated and established by China Investment Corporation, Silk Road Fund, Singapore Temasek, Shenzhen Shenye Group, Hopu Investment and ARM Co., Ltd. and was founded on January 24, 2017.

On May 14, 2017, ARM signed a memorandum of cooperation with China’s Hou’an Innovation Fund in Beijing to establish a joint venture company in Shenzhen. The company plans to build an integrated circuit core intellectual property (IP) development that is important to China and controlled by the Chinese side. Service Platform.

The official website of the National Development and Reform Commission shows that in November 2017, the National Development and Reform Commission approved the investment of the China State Capital Venture Capital Fund Co., Ltd. for the HOPU-Arm Innovation Fund project.

Behind a series of dazzling cooperation, the "national team" appears quietly. The political power behind the sudden establishment of ARM China is also looming.

17 days after the ban

Guided the establishment of ARM China, China has, to some extent, solved the problem of introducing resources to develop the chip industry.

At the same time, China’s largest integrated core company, “Mixed Group”, has also ushered in a low-key but important high-level personnel changes.

On May 2, Zang Shijing, former director of the Electronic Information Department of the Ministry of Industry and Information Technology, officially joined Ziguang as a co-president. It is reported that Stanley Shih will continue to serve as Changjiang’s storage, Ziguang Guoxin, Ziguang Zengrui’s chairman or co-chairman. Fully took over the chip business and became Zhao Weiguo, the group's chairman, best right hand and helped build the "China Core".

According to the former Ministry of Industry and Information Technology, the future Ziguang Group will gradually become the country's investment platform focused on the development of the integrated circuit industry, covering 3D NAND memory, mobile communications chips, its own brand of storage products, and cloud services.

In the history of the development of the Chinese chip industry, Yan Shijing has a special status. As one of the souls of the industry, Yan Shijing has more than 30 years of relevant work experience in the chip industry. Apart from his role as Director of the Electronic Information Department of the Ministry of Industry and Information Technology, he also served as executive deputy director of the Nuclear Special Project Office for the implementation of the national integrated circuit industry. Leaders of the leading group office, deputy director of the National Information Technology Standardization Committee and a series of heavyweight positions.

According to industry insiders, Changjiang Storage shoulders heavy responsibility for independent research and development of 3D NAND. If it can successfully break the monopoly of international giants, 3D NAND technology will become the core asset of China's semiconductor industry. Under such circumstances, the state chose to let Shi Shek to go out of the mountains and use strong technical background and industry experience to assist Ziguang in integrating international and domestic resources so as to maximize "China's core" development.

Another source reported that before April, Peng Hongbing, deputy director of the Electronic Information Department, had already served as vice president of the major fund and chairman of the Changjiang Storage Board of Supervisors.

The two personnel changes show that taking Ziguang as the core to create a platform for independent chip industry development and accelerating the “Chinese core” landing has become an important part of the Chinese government’s efforts to promote the development of chip industrialization. Concentrating on capital and capital for major events and wars will become the mainstream of the chip asset industry.

According to reports, China's chip industry development fund is planning to raise 300 billion yuan for China's own intellectual property chip industry. According to relevant sources, the fund will be tilted toward companies with research and development capabilities and product capabilities like Ziguang and Huawei, and will strive to quickly advance the layout of China's chip industry.

18 days after the ban

While accelerating the development of traditional chips, in the emerging fields such as AI, China's chip companies also continue to exert their efforts.

Previously, Compass Intelligence ranked more than 100 AI chip companies globally. Huawei (Hess) entered the 12th, Rockchip ranked 20th, VeriSilicon ranked 21st, and the Cambrian and Horizon ranked 22nd and 24th, respectively. . It can be seen that the AI ​​chip has become a new breakthrough for the Chinese chip industry in cooperation with related technologies.


On May 3, Camchip Technology, a smart chip company, held a 2018 product launch conference in Shanghai, officially releasing a number of latest-generation terminal IP products, Cambricon 1M, which uses a 7nm process chip.

On May 4, Lenovo also launched the first server platform equipped with the Cambrian MLU100 intelligent processing card "ThinkSystem SR650" for the development and application of artificial intelligence.


Cambrian release of cloud intelligent chip

Horizon, on the other hand, released two AI Journeys and Sunrises in December last year, all of which are embedded artificial intelligence vision chips for smart driving and smart cameras.

The products of these companies have been put into practical application. For example, the world's first artificial intelligence processor, the Unicorn 970, released by Huawei, contains the Cambricon-1A neural network processor of the Cambrian. 1A has thus become the world's first commercially successful deep learning processor IP product. In addition, Baidu unmanned vehicles, also uses the horizon's related "Journey" chip technology.

In the field of AI chips, the development momentum of the Chinese chip industry is good and shows great competitiveness.

At the same time, however, a series of problems have emerged one after another. The key lies in talent.

Not long ago, when interviewed by Xinhua News Agency reporters, he talked about the development of Huawei's chip industry. Ren Zhengfei has a very in place statement. He said that although Huawei chips are developing rapidly, “Huawei’s current level is still at the level of innovation in engineering sciences such as engineering mathematics and physical algorithms, and has not really entered basic theoretical research. With the gradual approach of the limits of Shannon's theorem and Moore's Law, the theory of large flow and low delay has not yet been created. ”

Regarding the status quo, Ren Zhengfei stated that after he entered the no-man's land, he gradually fell into the dilemma of no one piloting, no established rules, and no one to follow. In order to break this predicament, he gave prescriptions that are: adhere to technological innovation, pursue major innovations, and combine endogenous and external references.

For the future, Ren Zhengfei’s pre-judgment is that in the next two to three decades, human society will evolve into a smart society, and the depth and breadth cannot be imagined. The smart society is not a society centered on the general workforce. It cannot be controlled without culture. To compete for this opportunity, we must cultivate people on a large scale.

Contrary to Ren Zhengfei, the government departments are mobilizing all possible human, material, and financial resources to boldly innovate in business models and deploy them in a drastic manner.


For Chinese companies, the chip is still a huge challenge. Many technologies in the upstream are still in the hands of American companies, and domestic companies are still not sufficiently involved in theoretical innovation.

However, a series of recent information shows that with the tilt of the national policy and the continuous integration of domestic and foreign resources, the Chinese chip is under pressure and has taken a crucial step.

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