'The next five years will be Huawei's darkest five years and China's darkest five years of science and technology. But I think the year of gengzi is actually the year of National Games. The U.S. government has awakened all Chinese people. If we carry it, perhaps in another ten years, the chip will be the price of radish pickles.' at the second China (Shanghai) hosted by Lingang group and hosted by aspencore At the Summit Forum on semiconductor industry development in the new port area of the free trade zone, Dr. Zhang Jun, chairman of Shenzhen China Europe Fund Investment Co., Ltd. and former vice president of Huawei, analyzed the current trend of the chip industry and venture capital from the international situation in recent years.
Zhang Jun, chairman of Shenzhen China Europe Fund Investment Co., Ltd
Dr. Zhang Jun believes that the United States' wanton crackdown on China's semiconductor industry and the 'disconnection of Huawei and ZTE chips' concocted by the United States are a disgrace to the global semiconductor industry and the scientific and technological community. 'The year of gengzi (2020) is a great change that China has not seen in a century, and China and the United States have now decoupled from each other in science and technology.' he also lamented that China's semiconductor industry is rising to resist. Huawei's 'De-a', 'Tashan Resistance War', 'Nanniwan plan' and the investment of the National Semiconductor fund are all good proof.
'The entity that is blacklisted by the United States is the 'man bridge on the diamond River' in China's semiconductor industry, which is also like the' ice sculpture company 'in the battle of Changjin Lake in the Korean War. Even if it may fail, it is still glorious.' Dr. Zhang Jun said that under this background, two major ecosystem standards between China and the United States will be formed in the future.
Development trend of chip industry
'At this time last year, Reuters gave me an exclusive interview. At that time, I said, 'next year (2021) will be the time for the real decoupling of science and technology between China and the United States'. Gengzi year (2020) It is a year of great disaster for China. The Sino US trade war continues to escalate, and Huawei is the first to be punished again. The next five years will be the darkest five years for Huawei and the darkest five years for China's science and technology. However, I think the year of gengzi is actually a year of national luck. One thing and one person saved China, and the U.S. government woke up all Chinese people. If we carry it in the next five years, maybe we can do it again In ten years, chips will be the price of radish pickles. 'In Dr. Zhang Jun's view, the price of Chinese chips is expected to decrease in the future.
He said that in the greatest danger, there is also the greatest opportunity. This opportunity is 'domestic substitution', which is a once-in-a-lifetime opportunity for chip practitioners to start a business. China is facing a 'great change that has not been seen in a century'. There must be two sets of standards and ecosystems in the future - American standards and Chinese standards.
In the chip industry, where is China 'stuck'? Dr. Zhang Jun said that China is strong in semiconductor packaging and testing, weak in wafer foundry, and weak in lithography equipment. Fortunately, China has gradually caught up with the pace in semiconductor materials such as photoresist and chip design.
But the competitiveness of China's operating system is almost zero. In his speech, Dr. Zhang Jun said that he was the first proponent of Hongmeng. Taking the mobile phone operating system as an example, Android and Apple's IOS are the two mainstream systems in the current mobile phone industry. They are like windows in the PC industry, and their status is difficult to shake. In fact, it's easy to make products, and it's harder to make ecosystems than to go to heaven. 'The R & D of Hongmeng operating system has missed the window period of more than 10 years. Up to now, Hongmeng has neither strategic nor commercial significance, but only political significance - the significance of domestic substitution and safety and control.' in his opinion, China needs Huawei to be the first to 'eat crabs' and the ice breaking journey of operating system. 'Huawei is the 'man bridge in Gangchuan', and Huawei is the 'ice sculpture company' in the battle of Changjin lake. It is solemn and stirring. Even if it fails, it will still be glorious!'
In June this year, Huawei officially released the Hongmeng OS operating system. Although Huawei has developed Hongmeng system, whether downstream mobile phone manufacturers are willing to configure this system is another new challenge. 'The construction of ecosystem takes ten years to open the mountains and forests.'
Dr. Zhang Jun believes that the reason why China is 'stuck' by the United States is the lack of 'core' and less 'soul'. The 'core' is a semiconductor chip, and the 'soul' is industrial software, including EDA. At present, the main providers of EDA software are Synopys, cadence and mentor. They are all American companies. There are few domestic EDA suppliers and there is a strength gap with American EDA giants. The most important core software in 'soul' is the operating system. 'If we don't make the operating system now, our next generation will still be' stuck 'by the United States. Huawei is the first person to eat crabs.' Dr. Zhang Jun stressed again.
Layout of future venture capital
From 1950 to now, the economic engine originated from semiconductor, home appliance era, PC era, mobile Internet era to aiot era. The cycle has experienced many up-down cycles, and it is estimated that it is now in a new up cycle. Technology driven IC size from 4 μ M to the current 7Nm, the wafer size has increased to 12 inches. Dr Zhang Jun said the global semiconductor industry transfer path also came from the US, Japan, Korea, China, Taiwan and Chinese mainland.
Why is it so difficult to take down the semiconductor chip? Because its core technology is still in the hands of international giants, generations of physicists and material scientists need to start from basic research. We must solve the problem technically, which requires the strength of the whole country. Dr. Zhang Jun sighed: 'reduce chip scrap rate and process problems, increase wafer area, domestic substitution, and exchange time for space... Chips are made by people, not by God. Brave people meet on a narrow road win!'
In this context, Dr. Zhang Jun believes that 'domestic substitution' is a good opportunity for start-ups. He predicted that by 2022, Xinchuang industry is expected to usher in a golden development period. At the same time, 'domestic substitution' will also have better development in the fields of storage, consumer SOC, MCU, analog chip, RF chip, CIS, MEMS, diode, IGBT, wafer foundry and so on. 'As long as you make creative contributions in these fields, you may become suppliers to Huawei, BYD and other enterprises. In the future, you must be a listed company on the science and innovation board or NASDAQ.'
After retiring from Huawei, Dr. Zhang Jun founded China Europe capital to provide funds and upstream and downstream industrial chain resources for entrepreneurs. China EU capital's main specialty enabling and value-added business: in terms of technology and products, support the design of the first generation products and plan the second and third generation products; Empower the invested enterprises in the market and sales channels to help the invested enterprises become Huawei's top 500 suppliers in the world. Dr. Zhang Jun said that after the above empowerment, the invested enterprises exceeded the average standard of listed companies.
Finally, Dr. Zhang Jun also introduced the five tracks of China EU capital in hard technology - integrated circuit, Internet, artificial intelligence, advanced intelligent manufacturing and 5g communication layout. Realize the empowerment of ecosystem and industrial chain in the market through technical value-added services.
'The partner team of China Europe investment consists of 16 Executives / experts of the world's top 500 enterprises with 20-30 years of industry practical experience (Huawei, Qualcomm, Intel, Foxconn, Haier, TCL, Konka, Cisco, radio and television electric, BOCOM, Motorola, IBM, Qianhai resources, China Science and technology investment promotion, PwC and Dacheng lawyer) Its members are distributed in Guangdong, Hong Kong and Macao Dawan District, San Francisco Silicon Valley Dawan district and Shanghai Hangzhou Suzhou Dawan District of the Yangtze River Delta. China Europe capital provides not only capital, but also upstream and downstream resources and ecosystem of the industrial chain. Based on the platform of intelligent hardware industry association, it constructs 5g-ic-iot-ai advanced manufacturing ecosystem, arranges hard technology tracks, and cultivates the next Huawei, Qualcomm and Google. '
He said: 'China EU investment can provide invested enterprises with technology and product research and development, market and sales channels, and ecosystem construction. The empowerment of the ecosystem industry chain requires the intelligent Hardware Association to build an ecosystem and take the lead in formulating national standards. We have a group of experts who focus on standards and can support enterprises to participate in the formulation of standards. I hope more Chinese enterprises can enter the first class Enterprise ranks. '
Personal profile of Dr. Zhang Jun:
Chairman of China Europe capital, postdoctoral fellow of Shanghai Jiaotong University. He has 30 years of practical experience in the ICT industry, focusing on the Internet of things industry, artificial intelligence technology, intelligent hardware such as robots, high-end equipment manufacturing and other subdivided fields. He has successively served in Silicon Valley / Shanghai / Shenzhen and served as the vice president of Huawei Technology Co., Ltd. (retired).
Personal performance:
-In Huawei, he first proposed to independently develop embedded operating system (Hongmeng);
-Formulate China's national high definition television standard DTMB, one of the international standards;
-Research and development of computer vision image matching precision terminal guidance system for Chinese cruise missile;
-Served as chairman of intelligent Hardware Association;
-Member of the 2020 medium and long term development planning expert group of the Ministry of industry and information technology;
-Member of the expert group of the Eleventh Five Year Plan;
-Member of national 863 project - Expert Group on high definition TV core chip;
-Member of national digital TV standard expert group
