Chinese semiconductor manufacturers two differentiation

A report by iSuppli, a market research firm, said last week that China had more than and 550 non factory semiconductor design companies, but at least 100 of them would disappear within two years. ISuppli China Research Analyst Vincent Gu wrote in the report: China's non factory IC design industry two differentiation, about 50 manufacturers to succeed, while the rest are struggling to survive."

The analysis is similar to mine. When I started working on China's semiconductor industry, I had two simple questions: can China find a way to build its own semiconductor industry? If you can find, who will become China's Intel?

Japan's semiconductor industry has been strongly supported by the government, and the Japanese consumer electronics industry is very strong. Tokyo's financial support and trade protection policy eventually led to the U.S. - Japan trade war.

South Korea has adopted similar industrial policies, including special emphasis on government support, large-scale production and imitation of foreign competitors. This way to create a vertical integration of Samsung Electronics Industry giants.

In the process of looking for Intel in China, my first instinct is to observe the Chinese returnees engineer. After all, the birth of the chip industry in Taiwan is inseparable from the contribution of Zhang Zhongmou and other overseas returnees. The success of TSMC, such as TSMC, not only makes Taiwan a chip production center, but also the next generation of technology development center.