This is a very good question, what is the standard to measure whether a domestic chip company is reliable? This problem in the past, the standard is very much, but after experiencing the \"broken supply\" storm, we must have a relatively consistent standard in our hearts: have their own independent technology and patent reserves, can withstand various foreign pressure, can help the country to achieve domestic substitution, to avoid being jammed in key areas, such a company should be a more reliable company.
The following from the semiconductor manufacturing, packaging, design and other three large areas, sort out these more reliable companies.
Chip foundry
Foundry is the upstream enterprise of semiconductor integrated circuits, which is a very important link, and all major countries in the world attach great importance to this part.
For example, recently, in order to ensure the safety of its chip manufacturing, the United States has frequently put pressure on the world's largest chip foundry, Taiwan Semiconductor Manufacturing (TSMC), requiring TSMC to set up a factory in the United States to ensure the national security of the United States.
China is also based on relevant considerations, the establishment of Semiconductor Manufacturing International (SMIC) around 2000, after nearly 20 years of development, SMIC has become the world's fourth largest chip foundry. Recently, SMIC announced that it has achieved mass production on the latest 14nm process, and more advanced 12nm and even 7nm are also in preparation.
For example, Trump recently threatened to ban TSMC from manufacturing chips to Huawei, so Huawei turned to the latest 14nm chip order to SMIC. If there is no SMIC certificate of deposit, this link will become the seven inches of external forces against Huawei. It can also be seen from this incident that SMIC is quite a reliable chip company.
Chip seal test enterprise
The packaging and testing of chips is an important part of chip manufacturing, and it is also the most powerful part of China's semiconductor strength.
Among the world's top ten packaging and testing companies, China has three selected: JCET, Tongfu Micro TF, HUATIAN Technology, with a market share of 20.1%. Among them, Changdian Technology has increased its technological research and development strength through the acquisition of Singapore Starke Jinpeng.
Among them, SiP(system-level package), eWLB(embedded wafer-level gate ball array package), TSV(silicon perforation package), 3D packaging technology and other technologies developed by JCET are the most advanced packaging technologies in the world, which can fully realize domestic substitution and ensure the safety of China's semiconductor industry chain. So JCET can be called a relatively reliable semiconductor company.
Chip design company
Chip design is a link that China attaches the most importance to, but because it involves a lot of subdivisions, and China's chip design talent is very short, so the overall strength of the technology gap with foreign countries is very large. However, in some specific areas, the strength ratio of some of our chip design companies has been close to the world's advanced level, and individual fields have been able to compete with foreign giants, no less.
The most representative is Huawei Hisilicon, relying on the platform advantages of the parent company Huawei technology, Hisilicon has ranked among the world's top ten semiconductor design companies, ranking fifth behind AMD.
Hisiltech's research and development strength in the fields of smartphone CPU, GPU, security chip, AI chip, 5G baseband chip and so on has been very strong, and has been able to arm itself with foreign semiconductor giants such as Qualcomm, NVIDIA, Texas Instruments, and Intel. As the best chip design company in China, Huawei hisilicon is still quite reliable.
In addition to the above companies, OmniVision, a subsidiary of Weil, is the world's three largest CIS camera manufacturers, Anshi Semiconductor, a subsidiary of Wentai Technology, ranks first in the world in the field of discrete devices, Unigouguang Yangtze River Storage and Hefei Changxin Storage play a pivotal role in the domestic NAND FLASH and DDR fields, respectively. They're all pretty reliable chip companies.
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Actually, I always thought Hesse was more reliable. However, some people do not recognize Hisilicon, that its CPU and GPU are ARM companies, not independent innovation chip companies.
We said that the core should be more reliable! The result was refuted, SMIC has not solved the lithography machine problem so far, or spent hundreds of millions of dollars from the Netherlands to buy 7nm lithography machine, because ASML's component supplier Prodrive factory fire, resulting in delayed delivery of lithography machine.
As for what causes it, we do not need to investigate, because more than one foreign chip company wants SMIC to obtain the Dutch ASML lithography machine. In the first half of 2019, SMIC has been in large-scale mass production of 14nm process, although there is a large gap from the current 7nm, but SMIC has been working hard.
In fact, there are many factors restricting SMIC, among which the Wassenaar Agreement with the West is actually a strict blockade of China's technology, and this has become the source of restricting China's technological development.
If SMIC is a company that we are more proud of, then Loongson seems to be China Core. At present, Loongson's 3A3000\/3B3000 is the latest upgrade of Loongson's 3 series processor, the measured main frequency exceeds 1.5GHz, the access interface meets the DDR3-1600 specifications, the overall performance of the chip has been greatly improved, and it will be able to be used in the desktop and server fields.
Moreover, Loongson has developed a new CPU core GS464V, which has been used in the Loongson 3A4000. Now Loongson has slowly got rid of the way of relying on support, it has become self-sufficient, and its revenue has risen every year!
We also believe that these domestic chip companies, although the pressure is not small, but in the continuous improvement of innovation capacity, continuous adaptation to ecological issues, will certainly make gains.
Which domestic chip companies are more reliable? To say reliable, which chip company is reliable, who is willing to do unreliable things just to lose money? In particular, such as chip investment, and the cycle is relatively long such industries, do not do well without the strength of capital, at any time may collapse. Although the gap between domestic chips and the international top giants is still quite large, it has gradually broken the original monopoly pattern and gradually replaced it.
There are many domestic chip companies, especially chip design companies, which reached 1698 by 2018, and occupy the first place in the world in terms of number, but the strength is relatively weak, and there is not much competitiveness compared with Intel, Qualcomm, Samsung, AMD, etc. Especially in our most focused general purpose chips, such as computer chip design, there is still a considerable distance from Intel and AMD.
Domestic chip companies rely on many, such as:
Memory chip: Unigolor Group, Zhaoyi Innovation, Hefei Changxin, Fujian Jinhua and other enterprises, the main competitors are Samsung, SK Hynix, Micron, Toshiba and so on.
AP\/BP: Huawei hisilicon, Unigroup Zhanrui, the main competitors are Qualcomm, Apple, Samsung and so on. Huawei Hisilicon has been getting closer and closer to these companies, and Unigroup has also made efforts and achieved good results, such as 5G chips.
CPU\/MPU: there are mainly Longson, mega core, Feiteng, Shenwei, etc., which is what we are most looking forward to, but it is also quite weak, and Intel, AMD and other differences of more than ten years.
In terms of GPU: there are Jingjiawei, West Post Micro, Zhongke Shuguang, etc., which is still very far away from NVIDIA, ARM, Qualcomm and so on.
DSP: Guorui Technology, Suncreate Electronics, etc., can only be said to be breaking the original monopoly and gradually having a domestic product, but compared with Texas Instruments, ADI, MOTOROLA, etc., it is almost too weak.
FPGA: Although there are many companies in this area, such as Unigroup Guowei, Anlu Information, Fudan Microelectronics, Jingwei YAG, Zhipolycrystal Micro, etc., there is not much competitiveness in front of Xilinx, Intel, Microchip, Microsemi, etc.
MCU: The participation of many domestic enterprises is also a small part of the market, which is a good result. Zhayi Innovation, Junzheng, China Resources Microelectronics, Huada Semiconductor, Hangzhou Shilanwei, SMIC, Shanghai Beiling, etc., although they compete with NXP, Samsung, stmicroelectronics, Infineon, Texas Instruments, Cypress and other giants, they also gain.
Rf chips: This part also has a good performance, and there are many enterprises, such as Unigroup Zhanrui, Zhongke Hanworld, Weijie Chuangxin, Zhongpu Micro, Huizhiwei, etc., and Skyworks\/Qorvo, Broadcom and other giants to compete, but also gained.
WIFI chip: Huawei or, United Shengde, South Silicon Valley, etc.
Bluetooth chip: Zhuhai Torch, RuIDI, Hengxuan technology, etc.
NB-IoT chip: There are quite a lot of enterprises that do this chip, such as Huawei Hisilicon, ZTE Microelectronics, Shanghai Move Core, Pine Cone Electronics, Hutop Technology and so on.
Liquid crystal chip: Duntai, Geke Micro, Tianli semiconductor, etc.
Touch chip: Huidin Technology, Siliwei, Betelay, BYD Microelectronics, etc.
GPS chip: Big Dipper Star, Zhongke Micro, Zhenxin Technology, Hualichuangtong, Unistrong and so on.
AI chips: Bitmain, Cambrian, Flathead brother, etc., many.
Of course, there are audio chips, lidar chips, optical chips, smart TV chips, etc., and many companies are also quite powerful, such as Huawei Hisilicon.
But in general, the domestic chip companies are more but not large, more but not strong, in addition to a very few companies, such as Huawei, Unigroup Group series, and AI chips and IP more outstanding flat head brother semiconductor. Most of the domestic chip companies are low-end products, gradually breaking foreign monopolies, and high-end aspects can not be caught, so it is necessary to spend $200 billion or $300 billion a year for imported semiconductors.
But in order to win from foreign monopolies, it will eventually require a process of expansion. For example, Huawei Hisilicon, Pingtou Brother, Unigroup Zhanrui, ZTE Microelectronics, etc., have already had a good strength, and over time, no one can determine that they can not put those giants down. However, it is a pity that there is still a bottleneck in the high-end manufacturing of domestic chips, such as SMIC has only begun mass production of 14nm chips, others have already been 7nm, and they are engaging in 5nm.
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More sharing, please pay attention to \"East Wind High\".
First of all, talk about design, the so-called enterprise is IC design enterprise, in 2018, there is a ranking in accordance with domestic revenue, the first is Huawei Huawei, then Unigroup Zhanrui, and then to Beijing Haowei......
Of course, everyone knows the most about only Huawei Hisilicon and Unigroup, after all, these two have mobile phone chips and 5G chips.
As for the manufacturing field, there are only two more cattle, one is SMIC, one is Huahong Semiconductor, these two foundry companies can also be ranked in the world, the following figure is the ranking of foundry companies in the second quarter of 2019.
Smic ranked second, Huawei Rainbow Semiconductor ranked second, SMIC's current process is 14nm, 2 generations behind TSMC (10nm,7nm), while Huahong Semiconductor's current process is 28nm, another generation behind SMIC.
Finally, in terms of sealed test, there are three enterprises in the mainland, which can also be ranked on the international number, respectively, Jiangsu Changdian, Tianshui Huatian, and Tongfu Micro Electricity.
Among them, Jiangsu Changdian ranks 3rd in the world, Tianshui Huatian ranks 6th in the world, and Tongfu Micro Power ranks 7th in the world.
These are more reliable chip companies, but also we are more familiar with the enterprise, of course, not to say that these outside the unreliable, but we are not so familiar.