Chairman of Gree Electric Appliances Dong Mingzhu
Our reporter Jia Li
Gree does not pay dividends, Dong Mingzhu, chairman of Gree Electric Appliances, said that he must make chips.
However, as the air-conditioner boss, Gree has undoubted manufacturing capabilities in the field of air-conditioning, but whether it can make a difference in the field of chips, was questioned by the outside world. After all, compared to home appliances, the chip industry has a high threshold, high input costs, and long cycle times.
A few days ago, when talking about chips, Gree founder Zhu Jianghong said: "Gree is a high-end chip, I don't have much confidence." He said that the main chip of the air conditioner is a very advanced chip, which is generally dependent on imports. Now (enterprise) to do chips, need to accumulate, this is not a day or two or a year or two.
However, Dong Mingzhu is very firm in “making chips” and she believes that Gree is going to challenge. Recently, she said that Gree is already making chips on its own. Although many people outside are not optimistic and think that they have to invest a lot of money, money is not the main problem. The main question is whether there is confidence.
In the field of home appliances, in addition to Gree, TCL has long been in the chip field, and it also teamed up with the chip crocodile Ziguang to jointly open up the world.
Li Dongsheng, chairman of TCL, said in an interview with the Securities Daily that TCL has established an investment industry fund for semiconductor chip integrated circuits. “Our investment is mainly in chip design projects. At present, two projects have been successful. One of the chip companies has already been listed, and other companies will be listed in the future. "But he said that TCL will not easily enter the field of wafer chip manufacturing.
In general, chip investments fall into two categories: investment in wafer chip manufacturing and investment in chip design. The chip industry is an ecological chain. From design and manufacturing to packaging and testing, there are professional companies. The main chip design companies include Qualcomm, MediaTek, and Broadcom, while TSMC, SMIC, and Changjiang Storage mainly make wafers. They only focus on their own fields and generally do not cross each other.
Li Dongsheng said: "The investment level of wafer chip manufacturing is trillions of dollars. We will not invest in this industry because we do not have so many resources. The investment in TCL is in the field of chip design. I have noticed that some companies say they want to invest 50 billion yuan to make chips. I believe that this investment volume is about chip design. If you really want to make wafers, 50 billion yuan is not enough. ”
He warned: "Home appliance companies & lsquo; jump to & rsquo; unfamiliar areas of high risk, domestic and foreign chip gap, 20 years -30 years behind. ”
Shen Meng, executive director of Xiangxi Capital, believes that: “The chip industry generally has three modes: full industry chain, chip design and foundry. The first type of investment is the largest and the risk is also large; the second type of investment and risk is relatively small, but the competition is also the most intense; the third type of investment is large and the risk is small, mainly relying on scale cost and technological leading edge to compete for orders. The risk of general companies entering the chip field is still very high. ”