Before I saw a list of global semiconductor leaders, including Intel , QualcommQualcomm, Hisilicon HiSilicon Semiconductor, MediatekMediaTelecom , NVIDIANvidia, Broadcom Broadcom , TITexas Instruments , AMD Supervisor, ST STMicroelectronics and NXPNXP Semiconductor, Samsung Electronics , etc.
The earliest established was TI Texas Instruments, which was established in 1930 and is a world-leading semiconductor design and manufacturing enterprise. The relatively late establishment of Hisilicon Semiconductor was established in 2004 and is a world-leading Fables semiconductor and device design company. These leading companies are distributed all over the world, and are actually mainly distributed in Europe and the United States, as well as South Korea and China in Asia.
As the chip shortage heat worsens, the chip production capacity in many fields such as automotive chips, Internet of Things chips, mobile chips, mobile chips, , and other fields once experienced a shortage of supply. Therefore, we have also seen many chip manufacturers increase the price of chip products, which has also brought about fluctuations in annual net profits to varying degrees.
Of course, lack of core is not groundless. In the automotive chip field, it is still in short supply. It has been rumored in the industry that original manufacturers such as ST, TI, Renesas, , Infineon, , may rise by another 15%-20% in Q2 2022.
Automotive chips are still in short supply in 2022. Due to supply restrictions, it is expected that the price of automobile MCUs will rise by 15%-20% in the second quarter of 2022.
According to sources, due to shortage of automotive chip supply, delivery times have barely improved. Some international IDMs have raised their quotations for automotive MCUs by an average of 20% at the beginning of the first quarter of 2022, and are expected to implement similar price increases in the second quarter.
The person quoted foreign media reports that Infineon, NXP, Renesas, TI and STMicroelectronics are all preparing to further increase the quotations of automotive MCUs or power devices to cope with the rising prices of raw materials such as copper, gold, silicon wafers and petroleum. They are evaluating the timing and extent of price increases for different products.
Data from market analysis agency Gartner shows that due to strong demand for automobiles and electronic products, global chip manufacturers' sales increased by 25.1% over the previous year in 2021 to US$583.477 billion, exceeding US$500 billion for the first time. Industry insiders predict that the chip market size will double to $1 trillion in the next 10 years. It took 50 years to reach a market size of US$500 billion, and it will double in just 10 years from now, which shows how rapidly the demand for chips will grow in the future.
Of course, so far, the development of the chip industry has long been globalized, and a "chip ball war" for chips has been started. If you don't believe it, let's take a look...
The events of the three major chip manufacturers
https://www. ml3 Intel's global chip talent strategy set off a new storm of talent grabbing So far, five AMD chip masters have joined Intel. Come, let's review the chip masters that Intel has invited from AMD in recent years. First Intel won back Rohit Verma, the former chip guru, who served as Intel's chief SoC architect from 1999 to 2013. However, Rohit Verma went to AMD again and has been the chief SoC architect of AMD's GPU project since 2013, becoming a senior researcher of AMD and is hailed as AMD's GPU master in the industry.
From 2013 to the present, in AMD's more than 8 years of career, Rohit Verma has worked on projects covering desktops, laptops, laptops, and a wider SoC architecture design for CPUs, GPU, structure, power management and security.
Rohit Verma's return to Intel from AMD shows that Intel is implementing the multi-project strategy that Dr. Kissinger has come to serve as CEO, including the core talent strategy. After all, in addition to the capital level, the core of competition in the chip field is still the competition for technical talents.
According to previous reports from foreign media, Intel plans to allocate an additional $2.4 billion to motivate employees in early 2022, of which $1 billion is cash and another $1.4 billion is stock. The new plan includes but is not limited to compensation structure, increasing performance budget , providing differentiated bonuses for those with excellent performance, and increasing stock rationing.
Of course, before Rohit Verma returned to Intel from AMD, four other master figures from AMD also joined Intel.
Raja Koduri was once the general manager of AMD's graphics card business. Later, he joined Intel as chief architect and promoted to senior vice president. He also served as general manager of the newly established Accelerated Computing Systems and Graphics Division (AGX), and reported directly to Dr. Kissinger.
In addition, Steve Bell, who was responsible for graphics card software at AMD and worked for 13 years. There is also Ritche Corpus, who is responsible for gaming cooperation business at AMD and has worked for 15 years. and Vineet Goel, vice president of technology responsible for GPU architecture, graphics and machine learning at AMD. The chip master in this unit also chose to leave AMD and join Intel.
In this way, with the continuous implementation of Intel's chip talent strategy, five AMD's chip masters have been welcomed to join Intel.
From AMD's blatant publicly exploring high-end chip talents, Intel's global chip talent strategy has set off a new storm of talent grabbing now, and it has come so fiercely.
All this comes from the implementation of the IDM2.0 strategy. If Intel wants to regain its global leader in chips, it will inevitably make efforts from multiple fields. On the one hand, invest in building larger and more chip factories, and this field also requires talents; on the other hand, improve chip innovation capabilities and lock in high-end chip talents. Industry insiders revealed that Intel not only locks on AMD's high-end chip talents, but also attaches great importance to high-end chip talents from chip giants such as , Apple, , Qualcomm, and Nvidia. In order to explore high-end talents from these chip manufacturers, Intel is also providing high recommendation rewards through employee recommendations. It is said that after the employee recommendation is successful, you can get a reward of more than 50,000 yuan.
is bound to be true. This is the ERP plan launched during the implementation of Intel's IDM2.0 strategy, namely the Employee Referral Program (ERP), with high salaries, high bonuses and attracting industry talents. This move is very interesting. It will give back to Intel's own employees the fees that may be paid to headhunter companies. It not only mobilizes employees' enthusiasm for talent mining, but also enhances employees' internal execution of Intel's IDM2.0 strategy, but also acquires more high-end chip talents. The way of killing three birds with one stone has really opened the industry's horizons.
Therefore, we have also seen that Anton Kaplanyan, a master in NVIDIA, Facebook, joined Intel in 2021.
Jeff Wilcox, who has worked at Apple's for 8 years, also left Apple to join Intel in 2022 and served as the CTO of Intel's design engineering department, focusing on Intel's client system single-chip (SoC) architecture design, and also became an Intel academician (Intel Fellow). David Zinsner, chief financial officer of
Migm , also switched to Intel and officially took office as Intel's chief financial officer on January 17, 2022, reporting directly to Kissinger (Pat Gelsinger).
It is obvious that Intel has taken a very important step in the pursuit of high-end talents in the chip field and has also released a big move, which will promote the IDM2.0 strategy to achieve a better implementation in the future, and will gradually change the current chip industry and present a new chip industry structure.
In addition, we can easily see that Intel is very active in the expansion of chip factories and its investment is amazing. On January 22, 2022, Intel will initially invest $20 billion to build two chip manufacturing plants in Ohio, USA, and plans to invest up to $100 billion in the end, thereby building the world's largest chip manufacturing base in Ohio, USA. In January 2021, Intel CEO Pat Gaelsinger announced that he would invest $20 billion in , Arizona, to build two wafer (Fab52 and Fab62) manufacturing plants, which are expected to be put into production in 2024.
Intel wants to reshape the image of a chip manufacturing power through huge investments. What do the bigwigs of Samsung Electronics and TSMC think about this? We will never "glide" foolishly, and we also have different investment methods and directions.
Of course, Intel also attaches great importance to investment in Europe. On February 24, German media said that Intel may have chosen , Magdeburg , the capital of Saxony-Anhalt, Germany, to establish two chip factories in Magdeburg as the location of its new European wafer fab. After this implementation, Magdeburg will become one of the largest chip bases in Europe and even the world.
Intel CEO Pat Gelsinger previously stated that he intends to build 8 large wafer fabs in Europe with a total investment of 80 billion euros. It can be seen that Intel has always been determined to win in the chip field, and investment has just attracted the attention of the industry.
TSMC's success is amazing
Opening a new chip pattern for the world
TSMC's performance in recent years is very good, mainly due to the general trend of chip globalization development. The prosperity of the chip industry has also brought about the prosperity of TSMC's chip foundry business. Under the leadership of Apple, seven major customers including AMD, MediaTek , Broadcom, Huida , Qualcomm and Intel all competed for long-term contracts to sign production capacity from TSMC, covering popular fields such as 5G and high-performance computing.
TSMC's 5-nanometer process is still showing a big hit. Heavyweight customers such as Apple, Qualcomm, MediaTek, Nvidia, and Bitmain continue to expand their orders in the 5-nanometer family. TSMC has decided to change the second phase of the Nanke 18 Factory, which was originally classified as a 3-nanometer production line, to first move to support strong 5-nanometer orders, so that TSMC's unique global 5-nanometer process will become the biggest growth momentum that will continue to hit high TSMC's revenue this year.
will inevitably have supply when there is demand. At the same time, TSMC has invested heavily in expanding production capacity in Japan, the United States and other places.
In November 2021, TSMC decided to invest US$5 billion to build a factory in Japan. The Japanese government immediately introduced a support policy, taking TSMC as the first target of support for the policy, and providing it with subsidies equivalent to more than half of the total investment.
TSMC's new wafer factory in Kumamoto, Japan is scheduled to start construction in April 2022, and is expected to be completed in September 2023 and put into production by December 2024, with a total investment of approximately US$8.6 billion, or approximately RMB 54.3 billion.
It is reported that the main company for the construction of the factory this time is JASM, jointly established by TSMC and Sony Semiconductor Solutions. After the factory is completed, JASM will employ a total of 1,700 employees, including 300 employees from TSMC and 200 employees from Sony .
In addition to the 22/28nm process announced earlier, the JASM capability will be enhanced through the 12/16nm FinFET process. At present, the planned monthly production capacity of Japan's Kumamoto wafer factory has increased from the previous 45,000 to 55,000. It is obvious that the newly built factory is for the additional 10,000 production capacity, and the factory's production plan will begin before the end of 2024. The joint venture factory in Kumamoto prefecture produces semiconductors with 12 to 16 nanometer processes in advance. The demand for 10-nanometer-level automotive semiconductors for autonomous driving system will expand. The overall production capacity of the factory will also increase by 20% compared with the original plan.
In May 2020, TSMC announced that it would spend US$12 billion to set up a factory in Arizona, USA.The first 12-inch wafer factory will be located in Phoenix City, and is expected to be mass-produced in 2024, mainly producing 5nm process chips. With the completion of the Phoenix City Park in the next 10-15 years, TSMC's senior management has also drafted a plan to produce the next generation of 2nm technology and more advanced process chips.
Of course, TSMC is expected to invest about RMB 200 billion to expand its new factory in Zhongke Park, Taichung City, Taiwan Province, China. The news from the industry is aimed at the establishment of a more advanced 1nm chip factory.
3 Samsung Electronics expands production capacity
"Europe, America, Korea and China" step by step
Before industry news said that Samsung Electronics plans to establish a new chip factory in Austin, the capital of Texas, USA, and plans to officially start operations in the third quarter of 2023. Samsung said that this could create 1,800 jobs locally. The investment amount will reach US$17 billion (about RMB 110 billion), and this news shocked the industry.
Of course, while Samsung Electronics plans to expand production capacity in Europe and the United States to establish a new factory, the second phase of the project in Xi'an, China in February 2022 has been completed and officially put into production. The second phase of Samsung Electronics project in Xi'an has been put into production, with a production capacity of 130,000 pieces per month. In addition, the original monthly output of 120,000 pieces per month will reach 250,000 pieces per month. The Xi'an factory is the production base of Samsung Electronics NAND flash semiconductors. Through this expansion, Samsung Electronics' NAND flash production capacity will account for more than 10% of the world market.
Xi'an Samsung Semiconductor Phase I project started construction in September 2012 and was completed and put into production in May 2014. The total investment increased from the planned US$7 billion at the time of construction to the actual investment of US$10.87 billion, of which the flash chip project invested US$10 billion and the packaging and testing project invested US$870 million.
On August 30, 2017, Xi'an Samsung Semiconductor invested US$7 billion to build a Phase II project of 12-inch flash memory chips in Xi'an Hi-tech Zone, and built a new flash memory production line. In December 2019, the company decided to invest another US$8 billion and plans to expand the second phase of the project to achieve production increase and product iteration.
Global Storage Observation and Analysis believes that: It can be seen that Samsung Electronics is also very rational in choosing to expand its production capacity. In the case of tight chip talents, the factory building site has to consider the recruitment of mature chip talents, and at the same time, there are also supporting issues in the industrial chain. Expanding on the basis of the original phase is a step-by-step approach, and it is much easier to build a new factory in a blank space.
3 Global chip strategy looks at the choices of countries
The United States plans to subsidize more than $20 billion
Want to build a leadership position in chip manufacturing again
In recent years, chip companies have become a general trend to move to Asia. This also caused the United States to lose its share in the chip manufacturing market. Only about 12% of the chips in the global chip market are manufactured and produced in the United States. This also means that even the United States, the world's largest chip supplier, may now face the risk of chip supply cuts.
In June 2021, the US Congress passed the "2021 US Innovation and Competition Act", and its core content is still to encourage and support the research and development of local semiconductors. The "chip bill" this time is considered to be a huge amount of money to continue and strengthen the bill of 2021, with the purpose of continuing to maintain the United States' "dominant position" in the field of semiconductor .
On February 4, 2022, the US Competition Act of 2022 passed by the U.S. House of Representatives regards the chip industry as a top priority, so it is called the "Chip Act". The bill allocates $52 billion to subsidize chip manufacturing and factory construction in the United States.
In order to change this situation, the United States introduced a subsidy policy for chip manufacturers in June 2020, with a total subsidy amount of up to US$22.8 billion.Just to attract more chip manufacturers to build factories in the United States, inject vitality into their own chip manufacturing industry, and then hope to return to their leading position in chip manufacturing.
33 EU not only needs to protect itself
also needs to build its own powerful chip industry
In the EU, the European Chip Act has been submitted, aiming to quadruple the semiconductor supply in Europe by 2030, hoping to reduce the EU's dependence on the United States and Asia in terms of semiconductors.
European Commission said that the highly anticipated European Chip Act will "invest more than 43 billion euros of public and private investment", of which 30 billion is public investment and 13 billion is mixed investment between public and private. To "enable the EU to double its market share by 2030 from the current stage to 20%.
European Commission President Ursula von der Leyen said that given the sharp increase in global demand, reaching this level "means that our output will basically quadruple."
The European Chip Act needs to be approved by EU member states and the European Parliament. Once approved, the EU can invest 43 billion euros in the chip industry through existing EU budget funds and relax existing public subsidies regulations in member states. Of this, 11 billion euros will be spent on research and innovation to develop state-of-the-art chips; the remainder will be invested in existing EU projects and help member states create new semiconductor supply chains. The Chip Act supports chip production, pilot projects and start-ups, involving chip design, manufacturing and packaging testing, among which production and manufacturing are the focus.
The bill will require companies that accept subsidies to prioritize European customers when supply shortages.
The EU's goal is not only to allow large chip factories to re-establish in the EU, but also to optimize the entire industrial technology environment, including all stages from research to development to production.
EU Competition Commissioner Vestager said that the investment in large semiconductor factories is very high, "if we don't take action, there will be no chip factories in Europe."
Global Storage Observation and Analysis believes that: I believe that the EU is sincere in the increase in chip manufacturing field, but it remains to be seen whether this true heart can bring substantial results with the help of a US$300 billion capital plan.
Korean strategy is no less than
From weekend chip experts to engineer database
In the chip industry, the battle for talent has never stopped. Companies have been scrambling for talents, especially in the case of insufficient supply in chip manufacturing, and chip shortage is also accompanied by talent shortage. For example, it was once rumored by the industry that there was a "weekend expert" in South Korea to grab chip talents. South Korean chip companies will help Japanese chip engineers who are about to retire to buy air tickets, fly directly to South Korea after get off work every Friday, help Korean chip companies work on Saturdays and Sundays, and then fly back to Japan on Sunday evening.
And in 2022, South Korea announced that it would create a database of chip engineers to monitor their work trips and prevent key technologies from falling into competitors in the foreign chip industry.
Originally, South Korea's chip industry is also at a relatively leading level in the world, such as Samsung Electronics, SK Hynix Semiconductor, etc. Samsung Electronics' chip strength is still quite strong. According to a report from IC Insights, Samsung Electronics' annual sales statistics estimate exceeds $800 billion, which even surpasses Intel. For this reason, everyone has also seen that Intel has made frequent moves after replacing its new CEO in recent years, which may be based on the competitive pressure brought by strong chip manufacturers such as Samsung Electronics.
Currently, Samsung Electronics has a total of 114,000 employees worldwide. Samsung Electronics is also ranked first in the world in terms of technological investment, especially in the innovative application of chip manufacturing processes.According to data, Samsung Electronics will start producing the first batch of 3nm chips in the first half of 2022, and the second-generation 3nm chips are also expected to start production in 2023.
Currently, Samsung Electronics uses the 3nm GAA process based on the MBCFET transistor structure. Compared with the 5nm process process , its area is reduced by 35%, performance is improved by 30%, and power consumption is reduced by 50%. In short, the process technology is more advanced and everything is more awesome. This is also the reverse effect of the demand for chips in the user market, and it is also the result of fierce competition among chip manufacturers.
Samsung Electronics has been committed to innovation and progress in chip manufacturing processes for a long time and is determined to be quite strong. After all, it is imperative to be the king of the global chip field. At the same time, Samsung Electronics has also strengthened and improved its overall production capacity, further expanded the scale of silicon wafers, and participated in the wide application of global users, thereby feeding back the innovation of chip technology. Samsung Electronics' development ideas have always been so clear, and it is worth learning from many large and small chip manufacturers for a long time. I don’t know whether I can learn the essence of it, but it is inevitable that it can bring some help.
In this way, the innovation and improvement of process technology, the expansion of chip production capacity, the new investment of chip factories, and the series of measures of these Korean chip manufacturers will bring a more intense situation to the grabbing of talents. As a result, all kinds of competition methods and means of chip manufacturers have come, all for the development of their own chip strategy. It can be seen that high-end chip talents will become scarce talent resources for a long time in the future, and the battle to seize talents will continue.
What do you think about this? Friends in the industry are welcome to leave comments at the end of the article.
In addition, according to South Korea's "NEWSIS" report on February 24, according to the South Korean Ministry of Planning and Finance, according to the tax law revised in 2022, small and medium-sized enterprises that invest in national strategic technology research and development in three major fields, including semiconductors, batteries, and vaccines, can enjoy a tax deduction discount of up to 50% of the investment amount, and large enterprises can offset up to 30-40%.
Investment in machinery and equipment, production lines and other equipment can deduct up to 20% (small and medium-sized enterprises) tax, backbone enterprises can deduct 12% and large enterprises can 10%.
Enterprises that invest in carbon neutralization technologies such as blue hydrogen or green hydrogen production, greenhouse gas emission reduction technologies such as steel or petrochemicals, and source technologies such as rare earth , urea water with weak supply foundations, can enjoy up to 40% tax deduction discount. Relevant sources from the Korean Ministry of Planning and Finance said that under the accelerated foreign economic environment of digital and low-carbon economy, we will create an investment atmosphere for important core technologies in economic strategy and expand supply capacity, and improve the global competitiveness of enterprises.
Global Storage Observation and Analysis believes that: It can be seen that South Korea has released more measures to address the development of the chip field. Based on South Korea's previous basic strength of the chip industry, coupled with a series of encouragement and stimulus policies, to a certain extent, it will inevitably help the chip industry continue to flourish.
Canada also wants to become a global semiconductor manufacturing camp
Currently, it plans to invest approximately RMB 1.2 billion
It is understood that Canada has invested 240 million Canadian dollars to develop the semiconductor industry, with a total investment of 240 million Canadian dollars involving two projects. Of these, CAD 150 million will be used as a semiconductor Challenge Callout fund to develop and supply semiconductors. The additional $90 million has been allocated to the Canadian Photon Manufacturing Centre, a subsidiary of the Canadian National Research Council.
Judging from Canada's capital support for the semiconductor industry, the development of the semiconductor industry has become an important strategy for most countries in Europe and the United States. After the United States, Europe, Japan and other countries and regions have successively issued huge subsidy policies for the semiconductor industry, Canada has also seen the necessity of focusing on semiconductors, so it has taken investment measures to develop the local semiconductor industry.With the global shortage of chips in multiple fields such as automobiles and consumer electronics, Canada also hopes to rely on the help of capital to strengthen and enhance local chip design and manufacturing capabilities. This is also in line with the global chip development trend and the current situation of Canada's development of the chip industry.
public information shows that Canada's semiconductor industry is currently supported by more than 100 local and multinational companies engaged in the research and development of microchip , and Canada has always hoped to become the world's leading semiconductor manufacturer base. To this end, industry insiders said that they miss the former Nortel Network and the famous display chip manufacturer ATI.
Global Storage Observation and Analysis believes that Canada's support for the chip industry is 240 million Canadian dollars, which is only about 1.2 billion yuan. Such support is also worth paying attention to. However, the chip industry is a capital-intensive field, and buying an advanced lithography machine for 1.2 billion yuan can not be achieved, let alone improving the overall strength of the chip industry. And Canada also hopes to become a global semiconductor manufacturing base, which is even more difficult. It can only be said that this move is not easy. Under the pattern of chip globalization, it is too difficult for Canada to develop chips.
Japan strives to promote more chip giants to build factories
Government subsidies are written into the latest bill
HD On February 9, 2022, the Japanese government submitted to the Congress for deliberation on the draft "Economic Security Promotion Act". The bill will ensure the security of supply chains including chips, pre-examination of important infrastructure equipment, research and development of cutting-edge technologies, and non-disclosure of patents as the four pillars.
Among them, the government will provide subsidies and other support after confirming that the production and supply plan for specific important materials such as chips is effective. It can be seen from this that the specific amount of subsidy can be determined according to the specific circumstances.
Before, the competition between Japan's semiconductor industry chain and South Korea has attracted global attention. Of course, the Japanese chip industry also has global companies, which is the basis for development. Of course, in the face of the development of a new pattern of the global chip industry, Japan has also introduced preferential policies to attract more global chip manufacturers to expand and build new factories in Japan. This is also an important measure to enrich the chip industry ecosystem.
China is accelerating the development of the chip industry
The global industrial chain is constantly improving
In recent years, Japan, the United States, South Korea and the EU have inevitably increased their investment in chip manufacturing. Will the expansion of chip factories bring about a new round of reshaping after the "chip shortage". So far, clues have emerged.
In addition, we need to note that the construction of new factories and expansion of old factories in the United States, Europe, Japan and South Korea are all increasing. In the new chip strategic plan, we can see that the layout of global chip manufacturers is increasing. At the same time, China is a major chip importer, ranking among the top in the world in the field of chip strategy, becoming an important sales market for chip manufacturers. The chip manufacturing industry chain has also gradually improved and enriched locally, and has participated in the global chip development trend.
Of course, from the perspective of the development of China's chip manufacturers, SMIC has attracted much attention.
In early 2021, SMIC, together with the National Integrated Circuit Industry Investment Fund and Beijing Yizhuang International Investment Development Co., Ltd. , established SMIC Jingcheng Integrated Circuit Manufacturing Company on December 7, 2020, with a registered capital of US$5 billion. The total investment of the
SMIC Beijing project is approximately 49.7 billion yuan and will be built in two phases. The first phase is planned to be completed in 2024. After completion, it will achieve a monthly production capacity of about 100,000 12-inch wafers. The construction of SMIC Beijing Phase I project has a scale of about 240,000 square meters, including FAB3P1 production plant, supporting buildings, structures, etc.
SMIC has multiple 8-inch and 12-inch production bases in Shanghai, Beijing, Tianjin and Shenzhen, China. As of the end of 2019, the total production capacity of the above-mentioned production bases reached 450,000 wafer per month (about 8-inch).
Of course, in encouraging the development of the chip industry, many favorable policies have been introduced. With the previous issuance of the "Notice of the State Council on Issuing Several Policies to Encourage the Development of the Software Industry and Integrated Circuit Industry" (Guofa [2000] No. 18) and the "Notice of the State Council on Issuing Several Policies to Further Encourage the Development of the Software Industry and Integrated Circuit Industry" (Guofa [2011] No. 4), China's integrated circuit industry and software industry have developed rapidly, strongly supported the construction of national informatization, and promoted the sustained and healthy development of the national economy and society.
On July 27, 2020, the State Council issued the "Several Policies to Promote the High-Quality Development of the Integrated Circuit Industry and Software Industry in the New Era". Among them, integrated circuit manufacturers or projects that are encouraged by the state to have a line width of less than 28 nanometers (inclusive) and have a business period of more than 15 years will be exempt from corporate income tax from the first to the tenth year. Integrated circuit manufacturers or projects that are encouraged by the state to have integrated circuit line widths less than 65 nanometers (inclusive) and have a business period of more than 15 years will be exempt from corporate income tax from the first to fifth years, and corporate income tax will be levied at half of the statutory tax rate from the sixth to tenth years. Industry insiders pointed out that from this analysis, China's chip industry must not only rely on itself, strive to improve the "internal circulation" and form a good ecological system, but also must base itself on the world, learn from its strengths and weaknesses, attract more talents, and gather more chip power.
It can be seen that China has always attached great importance to the development of the semiconductor industry. After all, China has a huge chip consumer market every year, which is the basis for the overall industrial development and innovation. Of course, what is most lacking in the development of the semiconductor industry is talent.
Speaking of talents, in fact, China has become very active in the cultivation and support of chip talents.
Previously, MediaTek announced that due to business expansion needs, it will actively recruit 2,000 outstanding talents to join the team, and the salary is also relatively generous. Newcomers who graduated from master's degree earn an annual salary of NT$1.5 million (about RMB 350,000), and newcomers who graduated from doctoral degree earn an annual salary of NT$2 million (about RMB 460,000).
2021 school recruitment salary intra-company phenomenon is becoming more and more serious. People familiar with the matter told us that if a graduate receives offers from a startup company and a large company at the same time, and the annual salary of a large company is 690,000 yuan, he may go. If he changes to a startup company, he will have to be given an annual salary of at least 800,000 yuan before he will be considered. It is not easy to find a job for chips, but the situation in 2021 has improved greatly. Not only does the job opportunities increase dramatically, but the salary is also very high, at least 1.5 times higher than last year. A teacher from the Institute of Semiconductors of the Chinese Academy of Sciences even believes that this is the best time in the chip industry in his nearly 20 years of experience. The main talent gaps and popular positions in the key areas of the chip field include: IC design engineer , EDA software R&D engineer , semiconductor model development, digital verification engineer, FPGA expert, crystal packaging engineer.
Another set of data. In 2021 (as of December 1), the number of domestic chip design companies has increased by 592 from 2,218 in 2020 to 2,810, and increased by 26.7% year-on-year. At the same time, the total investment in the chip industry in 2021 is expected to reach 150 billion yuan.
According to the data, chip design companies have grown the fastest in the past two years and have the most money. Correspondingly, the most popular industry in the market is also design engineers.
From the perspective of industrial structure, the structural distribution of Chinese chip industry practitioners is forming: the changing trend of "high front mid-end" in chip design and manufacturing, and the "light back-end" in packaging and testing. Among them, the biggest increase is chip design, and the new demand positions mainly come from newly established chip companies.
It is reported that chip design positions are generally divided into analog and digital. It is easier to find a job when learning numbers than analog. Especially for the digital backend, the threshold in this direction is relatively low, and the social demand is large.
Some practitioners said that the salary level of chip design engineers in the entire chip industry pool has always been at a medium or upper-middle level. However, a few years ago, it was not easy for them to find a suitable job because the number of jobs is very limited.
It can be seen that talent cultivation is not easy, and it is not easy to cultivate good talents to seek better jobs. The ecological system of the chip industry chain needs to be further improved and developed. From policy support to encourage chip development to system construction of industrial structure, to the establishment of a talent system, many factors are affecting the development of the chip industry.
Summary: The new pattern is forming
The development of the chip industry, although there is competition among chip manufacturers and competition between countries or regions, and some anti-globalization events seem to have occurred, the current situation and trend of the globalization development of the chip industry cannot be changed.
Therefore, any chip manufacturer has to take into account the competitive advantages of friendly companies and differences between countries or regions in its development strategy layout. The existence of competitive differences is the basis for chip manufacturers to fully play.
differentiation means that competitive advantages will be born. It depends on who incubates more innovative advantages, and whoever will continue to dominate the future global chip landscape.
"core" ball battle continues...
(by Aming)
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[Global Storage Observation | Technology Explanation] focuses on technology company analysis, speaks with data, and allows you to understand technology. This article and the author's reply only represent personal opinions and do not constitute any investment advice.
