2019年12月17日星期二

Staged the Second Echelon and Counterattacked the Wuhan Storage Industry and Revealed the "National Team Effect"

At the junction of Fusan Road and Gaoxin Avenue in the Donghu High-tech Zone, Wuhan, an industrial gathering area with a core-screen combination called the "Golden Avenue" has been quietly formed. The "No. 1 Project" among these is precisely the Yangtze River Storage Technology Co., Ltd. (hereinafter referred to as "Yangtze River Storage") which has set off a "big wave" in China's memory industry.

On January 17, 2018, Wuhan, which had been cold for two days, once again cleared, and the first phase of the Yangtze River’s storage plant was completed. The R&D team that has been established is stepping up another office address in Donghu High-tech Zone (hereinafter referred to as “high-tech zone”). Research and development work.

"Initially, when Wuhan competed in the Yangtze River storage project, there were not many provinces and cities competing with Wuhan in the country." On January 11th, Xie Qiwei, semiconductor industry office of Wuhan Donghu National Independent Innovation Demonstration Zone, said with emotion: Today, the National Fund II The fund-raising started, many regions began to vie for relevant projects for declaration, and the situation of stimulating China's integrated circuit industry through large funds and large projects was finally opened, and the industry will also show a booming situation.

As the only “national team” in the field of storage, the Yangtze River storage is gradually advancing according to its R&D rhythm. In the high-tech zone, it is also seeking to form a memory industry structure from point to line. “We will cultivate a few big trees that are now towering into Guangmao Forest.” Xie Qiwei said that because of this, Donghu High-tech Zone has set up a semiconductor industry office.

"Planning" a long time coincidence

In many parts of the country, the storage of the Yangtze River in Wuhan was an accident, but in the eyes of many industry experts and people familiar with Optics Valley, this is not a coincidence.

In 2001, Donghu High-tech Zone was approved by the former State Planning Commission and Ministry of Science and Technology as the national optoelectronic industry base, namely “Wuhan China Optics Valley”. At that time, the industries in the High-tech Zone were represented by laser and optical communication.

Tang Liangzhi, who was then the director of the Management Committee of the High-tech Zone, led the team to inspect on a global scale. He wanted to open the road of “second entrepreneurship” in the high-tech zone and how to establish the development direction of the high-tech zone in the 21st century. This is a subject that needs comprehensive consideration. .

At that time, the United States has entered the era of mobile Internet, "this will represent the future direction of China's development," based on this judgment, high-tech zones are also planning to develop in this area, "mobile Internet has four industry chains, namely, chip, panel, smart Terminals and communications,” a person familiar with the situation in Hubei said that at that time the high-tech zone was in the industry a poverty-stricken society. The final idea was that the introduction of a leading company in each chain would form a leading effect, spur the development of the industry, and eventually strung out the mobile internet industry chain. .

Under this arrangement, Foxconn, a Taiwan-funded company, was introduced in Gaoxin District, and Wuhan Xinxin was subsequently established.

"We do not have a team to do our own memory industry." The above sources said that after negotiations in 2005, after the negotiations, Gaoxin District invested in the establishment of Wuhan Xinxin, and introduced SMIC to the custody of the former. It is clear that Wuhan Xinxin will use code flash memory and image sensors as its development direction.

After the development idea was determined, Wuhan Xinxin was officially started construction in 2006. After the plant construction, equipment entry, and production ramp-up cycle, the product was officially launched in 2008.

However, when it was not in time, according to Moore's Law of the memory industry, the global memory industry at this time entered a period of low tide. At that time, Wuhan Xinxin was also dragged by the market environment and it was difficult to open up the market.

At this time, according to the classification of the integrated circuit industry, the country's industrial structure presents "three super powers." That is, Beijing, Shanghai and Shenzhen are "three super", and Suzhou, Wuxi, Chengdu, Xi'an and Wuhan are "strong". The above-mentioned persons recalled that at that time, North Korea relied on "SMIC International" and "Haisi" to become the top three. In Wuxi and Shanghai, there are 908 and 902 projects, Chengdu has a packaging and testing industry, and Xi’an has Samsung’s manufacturing base. Wuhan, by virtue of Wuhan Xinxin, becomes one of the most powerful companies.

In the international competition, both memory and flash memory products are basically monopolized by South Korea, Japan, and the United States. In the field of DRAM, Samsung, Hynix and Micron (which acquired Elpida from Japan in 2012) are the industry leaders. In the NAND field, Samsung, Toshiba, Xindi, Hynix, Micron, and Intel jointly master global products. The right to speak.

On the other hand, in China, companies have neither technical advantages nor production scale in the field of storage. The amount of chips imported each year is as high as 250 billion U.S. dollars, which is zero in the mainstream and DRAM and NAND Flash chip manufacturing. "In the memory industry, Korean, American, and Japanese manufacturers almost monopolized the global memory market." The above-mentioned people also expressed their frustration.

The impressive but all-perplexing story circulated in the memory industry is that the domestic smart terminal manufacturers in the 3C field in China are also subject to Samsung. “The leaders of these manufacturers personally went to South Korea to purchase chips, but they only got it. A small amount of orders, and some still can not get orders.” The above personage recalled that the Chinese memory industry has long been subject to the situation has not been improved. The backwardness of core technologies has become a paradox of industrial development. Whether it is industrial demand or military strategy, the localization of memory products is imminent.

Big Fund Project Competition

In 2014, this situation finally achieved a breakthrough.

In June of that year, the Outline for the Promotion of the National IC Industry Development announced that China plans to completely improve the passive situation in the semiconductor industry. In September of the same year, the National Large Fund was established and the first time the fund was used to promote the development of the semiconductor industry. The memory industry base is an important investment direction for large funds, and the goal of nurturing at least one memory project with independent intellectual property rights is also clear.

Although the situation of Wuhan Xinxin did not significantly improve at this time, Hubei Province and Wuhan City still persisted, which also retained the “fire” for the country to develop a memory industry with independent intellectual property rights. Nationwide, there were not many provinces that met the large fund investment and storage industry base at that time. The above-mentioned sources also stated that “Initially, there are not many provinces participating in bidding for large-scale fund projects. Hubei is considered to be a very active one, but the key to competitive bidding is the program.”

In order to win this project, “specialized classes have been established in Hubei Province, Wuhan City, and Hi-tech Zone. The governments at all levels have also listed the project as No. 1 project and follow up on the progress of the project daily.” As one of the participants, Xie Qiwei Also witnessed this process.

However, the revision and adjustment of the plan is a high-intensity, long-term and repeated process.

"In mid-2015, many places across the country were also included in the shortlist." Xie Qiwei said that at around 6pm on August 18th, 2015, Hubei Province held a standing committee of the provincial party committee, including 6 provinces, for the declaration of this project. Attendance of the Standing Committee of the Venezuela is very rare in the administrative system of Hubei Province. The conclusion of such a high-level meeting is that it must be declared with an annual output of 300,000 pieces of production capacity. "Only by achieving this capacity can we have the basis for participating in the global competitive landscape." In addition, the "National Strategy, Hubei Declaration, Wuhan Implementation, and Implementation of High-tech Zones" have also been determined.

After more than one hour of the meeting was completed, the leaders of the Hubei Provincial Government in charge of leading the team personally rushed to Beijing to prepare the proposal. “The program needs to be reported to the Ministry first, and the integrated circuit expert group solicited in the department will review the plan and submit it to the State Council for approval after approval.” Xie Qiwei said that at the time there were 10 members in the expert group and it took 2 days. The reporting team ran four related ministries and commissions. In addition, it also visited the members of the expert group one by one.

With high-level visits, the program has undergone more than 30 rounds of revisions. By the end of 2015, the plan was formally submitted to the State Council. At this time, other provinces successively gave up their declarations. The preparation for the preparatory work was in place to make this decision more efficient. By February 2016, the declaration program in Wuhan was formally approved.

In the implementation process since then, efficiency is still very important. Four months later, in August 2016, the National Large Fund, Ziguang Group and the Hubei Provincial Government assumed the shareholder's responsibility and jointly established Changjiang Storage Technology Co., Ltd. as the main entity of the National Memory Base Project.

At present, the National Fund has launched the second phase of fundraising and plans to raise 150 billion to 200 billion yuan. Among them, the memory industry is still a key investment direction. “Today, the enthusiasm for investing in the integrated circuit industry across the country has accelerated significantly.” Xie Qiwei said that the establishment of the Yangtze River Storage has led to the development of the nation’s integrated circuit industry, and it has also created a boom in investment across the country. Behind the investment boom, it has hosted the national integration. The circuit industry's "surpassing" expectations.

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