The Millennium Semiconductor Survival Guide

Regarding Zhou Xin's plan, the benefit of this incident to Hua is immeasurable.

With so many years of experience, the other party knows how important it is to Huaguo to be able to occupy a technical link in the industrial chain.

Especially at this point in time.

"After the WTO is negotiated, other multinational giants in the field of consumer electronics will place their production in Huaguo and final assembly in Huaguo, and they will choose suppliers in Huaguo in the supply chain for profit.

But they will not put the research and development of the core links in Huaguo. In the supply chain, they will only consider Huaguo enterprises for profit, and most of these links are low-tech. The brand I want to be different lies in:

Every link in the upstream and downstream of the supply chain, as long as Huaguo enterprises meet the conditions, I will let them in, and they will gradually increase their participation from 10% to 20%.

Because I position Matrix as a high-end brand, I will not relax the requirements on the supply chain, and I will give Huaguo enterprises a lot of opportunities.

Among the upstream and downstream companies surrounding chips, my emerging investments will be dedicated to investing in these companies. "

After Zhou Xin finished speaking, the other party originally planned to support the other party as much as possible, but now it is more clear about this point.

The other party realized that Zhou Xin was different from other Hong Kong tycoons, very different. He only met Li Jiacheng, chairman of Changshi Group, here in the first half of this year.

Li Jiacheng talked about the real estate, port, and communication industries. To put it simply, the other party was only interested in monopolistic industries.

Contrary to everyone's impression, Li Jiacheng has always been very interested in the communications industry. Just two months ago, Hutchison Whampoa sold a communications company called Orange under their name to Germany's Mannesmann for $33 billion.

When Li Jiacheng came to chat, he mentioned a few points. First, he hoped that the communication industry in the mainland would be open to Xiangjiang enterprises and allow Xiangjiang enterprises to participate in the construction of communication facilities in the mainland; second, he hoped to engage in real estate development in the mainland; A large amount of investment in the port construction of Huaguo.

The latter two points agreed to each other. Since 2000, Hutchison Whampoa has invested a lot of port business in the mainland, including Yantian Port in Pengcheng, Gaoqiao Wharf in Shenhai, Beilun Port in Ningbo, etc.

*** knows that these businesses have no technical content, as long as they have funds, no matter which entrepreneur they come from, they can handle them. Li Jiacheng wants to participate in these industries because it is profitable.

The reason why Xiangjiang Enterprises was allowed to participate in it was because of their own lack of funds. It was another reason to think that anyone who earns this money can earn it, and it is better to let compatriots earn it.

But what Zhou Xin mentioned, only Zhou Xin can do, and only Zhou Xin mentioned it when he met him.

With plans and goals, the benefits to China are even more immeasurable, and it has more technical content in the electronic supply chain.

The other party can even see that Huaguo enterprises cannibalize the future of the upstream and downstream of the entire electronics industry supply chain.

"What conditions do you have? Just say, we will cash out part of it first, and then cash out one by one over time."

Zhou Xin took out the plan he had prepared a long time ago: "I need support from the following aspects.

The first is the overall support policy of the semiconductor industry. The upstream and downstream enterprises in the entire supply chain, before they enter my supply chain, either develop their own research or buy foreign technology. They need certain tax relief and loans to support them. Survive smoothly.

I hope that Huaguo can have an overall support policy in this regard.

You have also been to Korea and Neon to learn about their semiconductor industry. You should know that in these two countries, especially Korea, their government’s support for the largest electronics companies is almost unlimited.

Take out whatever you can. For the time being, Huaguo does not have a leading electronics company like Samsung, and only needs policy support. After Huaguo's semiconductor companies have their own Samsung in a sufficiently competitive market, they can increase support. "

"I know Samsung. I visited Samsung when I visited Korea a few years ago, and I also visited Samsung's semiconductor factory.

Including our recent plan to gradually introduce CDMA, Samsung is also one of the partners.

Because semiconductors are a cyclical industry, there will be recessions and heydays. During the recession, they will be affected by the general environment. These semiconductor companies need to reduce production to cope with shrinking demand.

In almost every recession period, the Korean government gave Samsung high-value low-interest loans to support their expansion during the recession and wait until the heyday to earn back profits.

The Korean government's loan terms to Samsung are not available to any American bank to American semiconductor companies, especially during the semiconductor recession.

I understand what you mean, Director Zeng, write these down, you need to do a good job of research in the future, visit semiconductor companies in our country, and understand their core demands.

During this process, you can also fully communicate with our little comrade. He is an expert in the field of semiconductors and the Internet. You can refer to his opinions as much as possible. "

Regarding the introduction of CDMA to Huaguo, Samsung originally only hoped to provide production lines and parts, and not to transfer key technologies, so Huaguo has been reluctant to cooperate with Samsung in this field.

Considering Huaguo's huge market, Samsung Group finally agreed to transfer its mature mobile communication technology to Huaguo Company. Later, Samsung and Kejian jointly established Samsung Kejian (Samsung Kejian) to jointly develop CDMA, GSM and future third-generation mobile phone products.

Director Zeng responded repeatedly.

Zhou Xin is very familiar with the development of the semiconductor industry. Without his intervention, Huaguo will launch its own semiconductor support policy in June next year.

But in this policy, the full name is to encourage the development of the software industry and the integrated circuit industry.

The software industry is mentioned more than the integrated circuit industry, and the substantive discounts in the integrated circuit field are much less.

There is such a clause in it: "Integrated circuit production enterprises that meet one of the following conditions shall implement the preferential tax policy that encourages foreign investment in energy and transportation.

The investment amount exceeds RMB 8 billion;

Integrated circuits with a line width of less than 0.25 μm. "

This is not something that private enterprises can enjoy at all, and private enterprises in Huaguo can hardly enjoy this preferential treatment.

A big problem facing semiconductor state-owned enterprises is that the entire semiconductor market changes too fast, and they have too little autonomy, making it difficult to respond to market changes.

"Go on."

"Secondly, I hope that Huaguo will plan an area as a whole, and this area will concentrate Huaguo's enterprises with core technological competitiveness in the semiconductor field.

Take the lithography machine I want to do as an example. The lens, photoresist, light source, etc. of the lithography machine involve a large number of parts.

In the early stage, I could only choose mature foreign suppliers as my suppliers, but in the future, there are Huaguo companies that can provide similar products, and I can find Huaguo companies.

Because industries like lithography machines require a lot of testing of parts and components, and only through full testing can we know whether it will work or not, and if not, why.

And my lithography machine has to go into the production process, and it also needs to go to the chip foundry and vertical processing factory for a lot of testing.

If these upstream and downstream enterprises are all concentrated in a science and technology park, then this kind of technology exchange, talent flow, and capital flow will help the development of the entire industry.

Just like Silicon Valley, including Wanwan's Hsinchu Science and Technology Park, it has a similar concept.

Although Huaguo is large, its scale and technological content in the semiconductor field are not as good as that of Wanwan. The planning of Huaguo's science and technology parks is too scattered, and I think it needs to be concentrated in one place.

After the park was unable to carry the load, it also spread to the surrounding area, forming a chip industry cluster similar to the San Francisco Bay Area. "

Because of the assessment below, every city and every province has a need to attract investment, and it is difficult for Huaguo to concentrate in one area in the semiconductor field.

Semiconductor companies are scattered throughout the coastal provinces, from Guangdong Province to Jiangsu Province and then to Fujian Province, without a good synergy effect.

"We are currently planning Shenhai's Zhangjiang Science and Technology Park. This piece of land is used up, and we can expand to Huaqiao and Kunshan in the future.

China lacks everything else, but land is not lacking. "

"Then it is to give full play to the scientific research role of universities and let universities participate in the development of enterprises in the semiconductor industry."

"No problem, we have been exploring mechanisms in this area, such as school-enterprise co-construction, enterprise-based integration of production, education and research, etc. Of course, I know that what we have done is far from enough, and we will increase our efforts in this area in the future. Research."

Been lazy again lately.