“国产化、5G将是中国半导体2020年的投资主线。”多位业内人士在接受记者采访时不约而同地提到这些关键词。

“localization,5G will be China's semiconductor 2020 investment line. A number of insiders in the interview with reporters happened to mention these key words.

  随着华为等公司产业链的转移、ICT国产化推进,半导体产业链的国产化在加速推进,业内人士尤其看好半导体设备材料、关键元器件的国产替代机遇,比如国产刻蚀机、涂胶显影设备、存储、功率放大芯片(PA)、射频等。

With the transfer of industrial chain and the promotion of ICT localization, the localization of semiconductor industry chain is accelerating, and the industry is particularly optimistic about the domestic substitution opportunities of semiconductor equipment materials and key components, such as domestic etching machine, glue coating development equipment, storage, power amplifier chip (PA), radio frequency and so on.

  “所有跟5G相关的都不会太差。”有被采访者对记者表示,5G机遇确定,市场对2020年5G手机的出货量已经乐观地看高至3亿部,5G所需的射频(比如滤波器)、天线等都是热点,其他如电容、电感、摄像头(CIS)等元器件也值得关注。

“None of the 5G's will be too bad." Some interviewees told reporters that the 5g opportunity confirmed that the market had been optimistic about the volume of 5g handsets shipped by 2020 as high as 300m units, that the radio frequency (such as filters) and antennas needed for 5g were hot spots, and that other components such as capacitors, inductors and cameras (cis) also deserved attention.

  叠加全球半导体景气度提升,在上述两条主线驱动下,中国半导体产业自2019年下半年起开始出现“产能荒”。有业内人士对记者表示,晶圆制造厂、封装厂的产能紧张将持续至今年第三季度。

China's semiconductor industry has experienced a \"shortage of capacity\" since the second half of 2019, driven by the two main lines. Industry sources told reporters that the wafer manufacturing plant, packaging plant capacity constraints will continue until the third quarter of this year.

  周晓阳,曾是全球第二大封装公司安靠的中国区总经理,当他加盟初创公司广州芯聚能半导体有限公司时,还是在芯片界引发了不小的震动。

Zhou xiaoyang, a former managing director of china, the world's second-largest packaging company, sparked a major shock in the chip world when he joined start-up guangzhou core energy semiconductor co., ltd.

  “我的最后一班岗要为中国公司站。”在接受上证报记者采访时,周晓阳说,中国半导体已经成为全球产业的重要组成部分,中国半导体企业到了需要国际化的管理者阶段,他要将在外企锤炼了近30年的经验贡献给中国自己的产业。

“My last shift is for the Chinese company. In an interview with the Shanghai Stock Exchange, Zhou Xiaoyang said that China's semiconductor industry has become an important part of the global industry, and that China's semiconductor companies have reached the stage of managers who need to be internationalized.

  同属创“芯”人,燕子最近则比较烦恼。“好不容易在封装厂排到产能,去国内某存储公司下单NORFlash时,又被告知涨价了。”

With the creation of \"core\" people, swallow is more troubled recently. \"It's not easy to get capacity in the packaging plant, to go to a domestic storage company to place an order NORFlash, and be told to raise prices again.

  三年前,燕子和她先生一起创立新向远微电子,现在正好赶上TWS带来的蓝牙芯片爆发,喜忧参半:“喜的是到处缺货,客户更愿意给自己机会;忧的是,芯片代工、封装等各种缺产能。”

Three years ago, swallow and her husband founded the new far microelectronics, now just in time for tws brought the bluetooth chip outbreak, mixed:\" happy is everywhere out of stock, customers are more willing to give themselves the opportunity; worry, chip contract, packaging and other lack of production.\"

  “我们已经拿到顺络电子的投资。”开元通信董事长兼总经理贾斌告诉记者。开元通信成立不足两年,已经推出了国产首颗应用在5Gn41频段的高性能BAW滤波器产品EP70N41。现在,贾斌接电话时说的最多的往往是“我这会在去见客户的路上”。

“We've got an investment in Shunluo Electronics." Kaiyuan Communications Chairman and General Manager Jia Bin told reporters. Kaiyuan Communications has been established for less than two years, has launched the first domestic application in the 5Gn41 band of high-performance BAW filter product EP70N41. Now, when Jia Bin answered the phone, the most often said is "I will be on the way to see the customer ".

  “预计兆芯2020年出货量将有几倍的增长。”接近国产CPU公司兆芯的一位人士告诉记者,实现国产替代,像景嘉微、国科微等都会有较好的增长机会;在市场端,碎片化的智能物联市场,更适合“蚂蚁雄兵”式的中国芯片公司,ETC让博通集成变成焦点,TWS则成就了中科蓝汛、恒玄、杰理等多家芯片设计公司。

“expects core shipments to be several times higher in 2020." A person close to the domestic CPU company Zhaoxin told reporters that the realization of domestic substitution, such as Jingjiawei, Guokewei will have better growth opportunities; in the market end, fragmented intelligent material link market, more suitable for "ant Xiongbing" type of Chinese chip companies, etc. let Botong integration into the focus, TWS has achieved a number of chip design companies such as Zhongke Lanxun, Heng Xuan, Jie Li.

  财务数据显示,景嘉微在2019年“提速”明显,公司前三季度归母净利润同比增长%。景嘉微在近期接受机构调研时表示,立足专用开拓民用市场,目前公司的JM7200芯片兼顾专用与民用市场,已开发了蓝牙芯片、音频芯片等系列民用芯片。

According to financial data, Jing Jiawei in 2019\" speed up \"significantly, the company's first three quarters of net profit to mother year-on-year growth of%. The company's JM7200 chip has developed a series of civilian chips, including Bluetooth chip and audio chip, taking into account the private and civilian market, according to a recent agency survey.

  作为全球第三大NORFlash芯片公司,兆易创去年下半年接待的调研机构数量多达521家(次)。得益于IOT(物联网)和5G对NORFlash需求拉动、产品结构调整,兆易创新去年第三季度毛利率提升了3个百分点。目前,兆易创新已经跟合肥长鑫签署了3亿债转股的协议,双方合作开发DRAM产品。

As the world's third-largest norflash chip company, mr zhao hosted 521 research institutes in the second half of last year. Thanks to IOT (Internet of things) and 5G's demand for NORFlash, product restructuring, Zhaoyi's third-quarter gross margin rose by 3 percentage points last year. At present, Zhaoyi Innovation has signed a 300 million debt-to-equity swap agreement with Hefei Changxin, the two sides to develop DRAM products.

  记者汇总Choice数据,最近6个月以来,被机构调研的国产芯片概念公司多达39家,其中宏达电子、中颖电子、深南电路分别被调研18次、16次、14次。此外,国产半导体装备、材料公司北方华创、江丰电子、安集科技被调研的次数分别为11次、7次、4次。在接待机构的数量上,圣邦股份以接待机构调研286家(次),位居兆易创新之后。

Reporters summarized Choice data, the last six months, the agency has been investigated by the home-made chip concept companies as many as 39, including HTC Electronics, Zhongying Electronics, Shennan circuit were investigated 18 times,16 times,14 times. In addition, domestic semiconductor equipment, materials company North Hua Chong, Jiangfeng Electronics, Anji Science and Technology were investigated 11 times,7 times,4 times. In terms of the number of reception agencies, shangbang shares in the reception agency research 286(times), after zhao yi innovation.

  科创板的设立也为国产芯片类公司破浪疾行奠定了资本基础。安集科技董事长、总经理王淑敏在接受上证报专访时表示,成为科创板首批上市公司非常幸运,公司的资本计划得以提前实施,公司将加速从“美小强”走向“美大强”,成为一家财务透明、技术强劲、发展壮大的中国半导体公司。

The establishment of Kechuang Board also laid a capital foundation for domestic chip companies to break the waves. In an interview with the Shanghai Stock Exchange, Mr. Wang Shumin, chairman and general manager of Anji Technology, said the company was lucky to be the first listed company to become a company, and its capital plan was implemented ahead of schedule.

  “一如围棋,势起格局定。”在记者采访中,有业内人士如此形容,中国半导体产业大势已起,接下来就是如何发展壮大,这个过程就是机遇。

The “, like go, is set." In a reporter's interview, some people in the industry so described, China's semiconductor industry has started, the next is how to grow, this process is the opportunity.

  “中国占全球IC的市场份额会越来越大,技术上的差距则是越来越小。”周晓阳认为,在大部分成熟的技术领域,在市场端,中国公司都将会具有产业优势,只是可能还需要一点时间。

“China's share of the global IC market will grow, and the technology gap will be smaller. Zhou Xiaoyang believes that in most mature technical areas, at the market end, Chinese companies will have industrial advantages, but it may take a little more time.

  对此,贾斌深有同感,正是5G、物联网市场的出现,给他带来了创业的机会。“智能化、万物互联带来巨大的长尾市场,集成电路开始从单一量大的通用产品,走向小批量、多品种,这样的产业趋势恰好适合‘蚂蚁雄兵’般的中国IC设计公司,面对爆款,它们‘船小好调头’。”

To this, Jia Bin deeply feels the same way, it is 5G, the emergence of the Internet of things market, has brought him the opportunity to start a business. \"Intelligent, the interconnection of everything brings a huge long tail market, integrated circuits began from a single large number of general-purpose products, to small batch, multi-variety, such an industry trend just suitable for' ant male soldiers like Chinese IC design companies, in the face of popular style, they' boat small easy to turn around. \".

  周晓阳比较忧虑的是前沿、先进IC制程领域。“进入5nm、2nm,不仅需要更大规模投入,还需要大规模、具备‘内生’科研能力的人才。”在周晓阳看来,半导体很多领域都需要国家投入,尤其是先进制程领域。

Zhou Xiaoyang is more worried about the frontier, advanced IC process. \"Entering 5 nm and 2 nm will require not only larger-scale input but also large-scale, endogenous talent.\" In Zhou Xiaoyang's view, semiconductor needs national input in many fields, especially in advanced process.

  “需要产业界与高校合作,培育更多的人才。”针对人才缺口,新思科技中国董事长兼全球资深副总裁葛群从自己的从业经历出发,给出了一条“速成”之路。

The “needs industry to work with colleges and universities to nurture more talent." In view of the talent gap, xinsi technology china chairman and senior vice president of global ge Qun from their own experience, give a "fast" road.

  “新思将全球研发中心放在中国武汉,来服务全球产业。”在日前举行的新思科技武汉全球研发中心启用仪式上,新思科技总裁兼联席CEO陈志宽告诉记者,25年前,新思科技在中国只有一家客户,现在中国IC设计公司遍地开花,新思科技更加看好中国半导体产业发展。

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