Chapter 423 Seize the tail of the opportunity and start the electronics industry
"Be in his position, take his position."
"It is impossible to be as easy as possible."
"But after being familiar with the work you are responsible for, you won't feel panic."
"It doesn't matter whether you are busy or not."
Zhu Jiansheng has a good mentality, he is not a person who wants to be lazy.
The work you do has a sense of accomplishment, which is more important to him than anything else. "Dad, there are no rumors that our superiors will continue to reform the institutions, merge the Ministry of Electronics Industry and the Machinery Industry Committee, and establish the Ministry of Machinery Electronics Industry."
"Our group is in the future I am ready to enter the electronics industry. In order to avoid gossiping as much as possible, I am planning to start laying out the electronics industry, especially the semiconductor industry in advance this year. "
Although it is a family gathering, the topic of discussion will inevitably be discussed. Involves specific work.
This is also impossible.
Fortunately, both Zhu Ling and Zhu Fang sisters, or Zhu Jiansheng and his wife have become accustomed to this situation.
When talking about work, Zhu Jiansheng and Jiang Hui usually communicate with each other, and Wu Ming occasionally interjects.
However, he is only familiar with the situation in the metallurgical industry, especially the steel industry, and he generally does not express his opinions on other contents easily.
"Semiconductor industry?"
"In recent years, the superiors have basically invested in the large chemical industry, and first solved the problems related to the national economy and people's livelihood."
"The investment in the semiconductor industry is already very small, and those limited investments are all Various electronic factories have introduced some second-hand wafer wire and chip processing equipment from abroad. "
"In terms of technology research and development, it has completely lagged behind the international advanced level." "
"Your group wants to Is it a bit embarrassing if it involves the semiconductor industry? "
"After all, domestic factories in the low-end market cannot be fed, and there is basically no problem with your group."
"In the high-end market, you don't have this technology at the moment, so it's a bit difficult to develop."
Since the last time Jiang Hui mentioned to Zhu Jiansheng that the Ministry of Electronics Industry would also be merged into the Machinery Industry Committee. After the incident, Zhu Jiansheng also became a lot concerned about the affairs of the Ministry of Electronics Industry.
He is also preparing for future work in advance to avoid his superiors not giving any opinions when he formally communicates with him.
"Precisely because all domestic electronic factories are now doing their own things and have introduced a bunch of chip processing equipment eliminated by the United States."
"According to the information I have made preliminary statistics, we have been doing this in the past ten years. Twenty or thirty second-hand wafer and chip processing equipment that others have eliminated were introduced from America. ”
"These fabs generally can only produce three-inch wafers, while the mainstream internationally is five-inch wafers, and some factories are even producing six-inch wafers."
"And we don't even have a four-inch wafer factory in China."
Jiang Hui discussed the semiconductor industry with Zhu Jiansheng today, and naturally he had done some preparations before.
Otherwise, there is no way to be meaningful.
This obviously does not conform to Jiang Hui's style of doing things.
"As for the chip process, the processing equipment we imported is even more behind."
"Several factories have imported 5-micron process equipment, and it seems that a production line only costs three to five hundred or five hundred." Ten thousand dollars, it looks very cheap."
"If these equipment are imported and the production capacity can be used all, it will make some sense."
"After all, no matter how well the chips are produced, they are used for export. It is valuable to create foreign exchange or meet the needs of domestic factories."
"But because too many second-hand equipment was introduced in one breath, the domestic related industrial demand did not rise."
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"In terms of export and foreign exchange earnings, people's demand for backward chips is also constantly declining."
"In the end, more than half of the factories have a large number of restrictions on production capacity."
Jiang Hui continued to say The problems facing the domestic semiconductor industry now.
In fact, in the 1970s, even in the early 1980s, the domestic semiconductor industry was not behind.
But in the past ten years, especially in the past five years, relevant departments have completely stopped making major investments in the semiconductor industry.
Because of the adjustment of the factory's profit and tax payment method, each factory only cares about profit and does not pay attention to new product research and development.
So even if you make money, everyone will use it to expand production scale and continue to purchase second-hand equipment instead of developing new technologies by themselves.
As a result, the domestic chip technology level will be significantly behind that of the United States and Japan.
Even the semiconductor industry in Goryeo and Baodao Provinces has quickly caught up and surpassed the performance of China.
I have to say that this is really a very regrettable thing.
"This is indeed a big problem, but our entire country is still in a relatively difficult state and the funding is relatively limited."
"Does of major projects have been put out in succession over the years."< "Isn't the Sanqi project that year also disbanded due to insufficient funds?"
"Then some, such as Yun-10, lithography machine, Z-8, long-range bomber, large missile destroyer, etc. Very important projects have been put out due to various reasons such as insufficient funds. "
"The overall funding of the semiconductor industry and insufficient R&D investment are not enough, and there is no way to do so."
Zhu Jiansheng has been working within the system of the Fifth Ministry of Machinery before, and is very clear about many situations in the military industry.
Among all the major projects that have been dismissed, military-industrial projects are significantly more than civilian high-tech projects.
No one wants these projects to be dismissed, but there is no way to make some choices based on the pros and cons of the situation at that time.
Because the overall funding is limited, some projects have higher importance and priority, so it is definitely a priority to ensure the investment in these projects.
For example, the large ethylene project, which invests in an ethylene factory with an annual production capacity of 300,000 tons, requires tens of billions of yuan.
This is the billions of yuan in the 1980s.
Most people's salary is only a few dozen yuan per month, and the value of tens of billions is higher than that of hundreds of billions of billions in later generations.
Even in later generations, there are not many projects invested by hundreds of billions of yuan.
In any province, it is the largest project of that year.
But chemical raw materials such as ethylene are one of the most basic materials and are absolutely indispensable for a big country.
Many people may not know that ethylene is actually the basic material second only to cement and steel.
It is the most important petrochemical raw material, an essential raw material for various resins, fibers, rubbers and other products.
But it is also the key raw material related to eating and dressing.
In the 1980s, China introduced 26 projects through the "Four Third Plan" including 13 large fertilizer projects, 4 chemical fiber projects and 1 large ethylene project, that is, Yanshan Petrochemical's 300,000 tons of ethylene combined device.
These investments have taken up all the funds for many other major projects.
Of course, it is not that these investments are meaningless.
On the contrary, these investments are very necessary.
We really need to re-weight the pros and cons, and it is very likely that the final decision should still be given priority to ensuring the basic chemical industry.
Large aircraft, bombers, and destroyers still have to give in to these projects.
Otherwise, you may become like a polar bear. Heavy industry has developed, but light industry is not good, and there are many problems.
"Dad, I naturally understand what you said."
"Our group is not short of money now, and even because of the excellent performance of models such as Land Rover in the international market, the cash flow in our account has always been Very abundant."
"So in recent years, I want to expand the group's business scope and develop the equipment industry and semiconductor industry."
"Especially the semiconductor industry, While the relationship between America and us is still good, we also take advantage of their domestic strong support for chip manufacturers to eliminate old equipment and invest in new equipment and new processes. "
"Introduce a 5-inch from them Fabs and 3-micron process chip processing equipment and packaging and testing equipment. ”
"In this way, we can quickly become the most advanced semiconductor manufacturer in China's production process."
"In the process of introduction, we fully digest and absorb their technology, and in the next stage, we can carry out the process by ourselves Upgrade and develop related equipment."
"When investing in a 6-inch wafer fab and a new factory with 1 micron process, some of the equipment can be localized and some will continue to be imported from abroad."
"Strive to complete the domestic production of chip production equipment and materials throughout the 1990s, and lay a solid foundation for further development in the future."
Jiang Hui put his own ideas Let me explain it quickly to Zhu Jiansheng.
According to his prediction, even if the second-hand equipment of American chip manufacturers is purchased, the investment in all equipment and factories for 5-inch wafer fabs and 3-micron processes will exceed US$20 million.
In this era, it is definitely a big project.
Not to mention taking advantage of this opportunity, BMW Automobile Group needs to recruit a large number of semiconductor technicians.
These people basically have good education and need to solve a series of problems such as housing and children's education before they can get it.
"The semiconductor industry can play a great role in the development of high-tech industries, but it is still not enough for you to simply develop chips, right?"
Since Jiang Hui wants to enter the semiconductor industry, Zhu Jiansheng naturally has to have a good chat with him based on the perspective of industrial development.
After all, the scope of the semiconductor industry is very wide, and it is necessary to consider clearly how to layout it.
You can't have a hammer in the east or a hammer in the west. "It is true. In addition to chip production, the production of components such as memory, diodes, transistors and PCB boards cannot be left behind."
"We are preparing to develop an electro-ejection engine in the next step." , all these components need to be used on the most critical engine control unit. ”
"In the future, we must have the ability to produce these core components ourselves."
"And with the continuous development of the automotive industry, the demand for electronic components will increase."
"Control units like ECU will have demand for many components."
"We are now making arrangements in advance, which can be regarded as preparing for the group to maintain competitiveness in the automotive industry in the future. .”
Jiang Hui really remembers the history of the lack of chips in the later generations of China's automobile industry.
Usually, a chip that costs 5 yuan can soar to a few hundred yuan per chip when it is short of chips in 2021.
This is simply a robbery of money.
The key is that sometimes you can't grab it.
What is even more disgusting is that the chip shortage has lasted for several years, which is obviously no longer a normal phenomenon. If China mastered these chip technologies, it would be enough to invest in several new factories in a few years.
Behind this is the chip giants who are doing the blame.
Because people found that they did not expand production or even reduce production, the money they earned not only did not decrease, but increased.
In order to ensure the delivery of the chip, the payment of the goods needs to be paid to others one year in advance.
In the middle, you want to cancel the order, but they won’t give you the chance to cancel it.
Some chip giants even ask you to pay an additional large amount of security in order to give you the so-called priority supply opportunity.
There were too many strange things in the chip industry in those years.
Many companies in China have suffered great losses.
The chip import amount is as high as more than 300 billion US dollars, becoming an existence beyond oil imports, which is also a heartbreaking situation.
Jiang Hui is now starting to deploy the chip industry. Although it cannot guarantee that China will become the world's most powerful semiconductor country, it will at least catch up with the world's mainstream level in the 21st century, and there is no need to worry about being stucked by others.
He knew very well that with the rapid development of the consumer electronics industry, the importance of chips will become higher and higher.
No mistakes, one song, one content, one in 6, one book, one bar, one reading!
Investing in this industry earlier will make the future returns worth looking forward to.
Of course, Jiang Hui is not the only one who can see this.
You just need to have enough funds and talents if you want to invest in this kind of industry.
The factories under the Ministry of Electronics Industry have been stuck because of a funding problem.
As for private enterprises...
Now private enterprises are not yet in a state of chaos, and even if private enterprises gradually grow and grow in a few years, few companies dare to easily get involved in such high investment and high risks. But there are no industries with high returns in the short term.
They have more and more profitable industries waiting to invest in.
Why not be able to get along with yourself? "If you follow this approach, the investment scale of the semiconductor industry will be very huge at that time."
Zhu Jiansheng is also a knowledgeable person. Jiang Hui briefly said his own ideas and he could roughly think of the future scenario.
Is it really necessary for BMW Automobile Group to do this?
He must have such concerns in his heart. "The greater the investment now, the greater the profits in the future." "In three to five years, you may not see profits."
"But if the continuous development continues and becomes a climate in the future, the situation will be completely different."
"It may be that the semiconductor industry will become the second only to the automobile industry in the future."
"Even because it is not because of Our advantageous position in the semiconductor industry will change greatly in China."
Jiang Hui said so, and Zhu Jiansheng will definitely not object anymore.
He knew that for Jiang Hui, money itself had no meaning, it was just a matter of numbers.
At this time, we are more pursuing something higher.
"I'll talk to acquaintances from the Ministry of Electronics Industry to see if I can recommend a few experts to help you build the semiconductor industry."
"No one knows what you know." People, I am worried that your group will suffer losses by then."
Zhu Jiansheng still has no pressure to use the resources in his hands rationally and legally.
Not to mention that in his opinion, this matter is beneficial to the country and the people. It is a good thing for the Ministry of Electronics Industry to continue to maintain the competitiveness of China's semiconductor industry when the Ministry of Electronics Industry cannot provide R&D funds for all subordinate semiconductor companies. .
Even if he wants to sell his favor, he is willing.
As the second-in-command of the Machinery Industry Committee, Jiang Hui mentioned earlier that he has already felt some signs of institutional reform.
Then you should act earlier, and it is best to let BMW Automobile Group officially enter the semiconductor industry before this matter is finalized.
"That's the best."
"As long as someone is willing to come over, the positions of the newly established general manager and chief engineer of Lingnan Semiconductor in our group can be given up. .”
"There is no need to worry about the benefits in all aspects."
"The most important thing is that I can promise that there will be no upper limit on the investment and R&D expenses of Lingnan Semiconductor in the next five years."
"As long as it is equipment introduction and talent introduction that is conducive to the development of Lingnan Semiconductor, I support it."
"The factory director and chief engineer can have very high authority in the new company, and I will fully respect them. professional advice."
Jiang Hui was originally thinking about how to poach people, but now he doesn't have to worry about it.
Zhu Jiansheng took the initiative to help take over this task, which would be better.
With his level, he communicates with the leaders of the Ministry of Electronics Industry, the level and level of experts who want to come will definitely not be low.
The candidates for the general manager and chief engineer of Lingnan Semiconductor are likely to be settled.
Employment in other key positions is also worth looking forward to.
Although Lingnan Semiconductor can also attract some talents from the international level, it is better for the core personnel to be from their own domestic personnel.
Otherwise, after Lingnan Semiconductor has made some technological breakthroughs, these people will most likely be poached by other manufacturers.
Jiang Hui doesn't want to make wedding clothes for others.
After all, companies that can poach people from Lingnan Semiconductor are definitely major international manufacturers.
Domestic competitors will not be Jiang Hui's opponents.
"You even have a name?"
"Lingnan Semiconductor is more suitable for BMW Semiconductor or Nanshan Semiconductor."
"This can also reduce the influence of your group, and it also receives strong support from Lingnan Province and Shenzhen City."
< br>"In the past few decades, ministries and commissions have basically not deployed any major semiconductor companies in Lingnan Province."
"Now your group is interested in making a big move into the semiconductor industry, and the relevant leaders are definitely strongly supported. .”
Zhu Jiansheng was not worried at all that Lingnan Semiconductor could receive policy support in the local area.
Such a big company will receive full support from the local area wherever it goes.
Not to mention that Jiang Hui also specially introduced the most advanced wafer production equipment and chip processing, packaging and testing equipment in China.
If this project is successful, Lingnan Province can rise rapidly in the Chinese semiconductor industry.
The potential impact is very huge. "I think so too. The semiconductor industry has relatively strong independence."
"Lingnan Semiconductor will definitely not just supply BMW Automobile Group in the future, as it will seriously limit their development."
"And its main customers should not be automobile factories, but should give priority to consumer electronics. Companies, these companies have the greatest demand for chips. "
The sales of automobiles are completely incomparable to consumer electronics and home appliances.
Especially in the 1980s and 1990s, a car basically needed chips to control the engine and gearbox, and other parts were basically dominated by traditional mechanical parts.
The trend of comprehensive electronicization will not only exist until the 21st century.
"When domestic semiconductor companies introduced various second-hand equipment in the past few years, they focused on producing products for export and foreign exchange earnings." "I think you can continue on this path." "You can even go a different path in a unique way, that is, on the basis of producing chips and exporting foreign exchange, directly cooperate with some foreign companies to help them produce chips." "That is to say, the other party has designed the chip and then handed it over to you to produce it." Jiang Hui was stunned for a moment when Zhu Jiansheng said this.
Chip foundry is indeed an important route for the development of many semiconductor companies.
Whether TSMC, Samsung, or SMIC have made great achievements in this regard.
But now the mainstream approach in the world's semiconductor industry is to design chips yourself, produce wafers yourself, and then process them yourself.
Office manufacturing is not without, but it is definitely not the mainstream.
It is not easy for Zhu Jiansheng to put forward such a new point of view.
"Dad, your plan is great."
"In the future, our Lingnan Semiconductor business will be divided into two major parts, one is to produce chips for ourselves, and the other is to produce foundry business."
"I believe that with the support of these two businesses, Lingnan Semiconductor will soon become the largest semiconductor company in China."
"In the future, it will even become the world's largest semiconductor company."
For Jiang Hui, entering any industry is definitely not a small move.
If you want to do it, you must do your best, otherwise what is the point of making trouble?
"But if OEM is used, your equipment investment will be under great pressure and will also bear huge risks."
Zhu Jiansheng just mentioned it casually, but he didn't expect that Jiang Hui was so We must seriously develop and strengthen the OEM industry.
At this time, Zhu Jiansheng will naturally have some new worries.
After all, OEM is equivalent to taking all kinds of risks on yourself.
The customer only needs to pay and hand over the designed chips to the foundry for production.
It is also through this unique method that OEMs have competitive advantages and attractiveness.
After all, not every company is willing to invest huge amounts of money to build fabs and chip factories.
The development route in later generations has proved that OEM is a feasible route.
This can play a great role in rapidly expanding the influence of Lingnan Semiconductor.
Jiang Hui has even thought about the next step of Lingnan Semiconductor to find a job.
(This chapter ends)