[Dongsheng Technology, a joint venture between Datang and Qualcomm, will hinder the development of independent chips in the future? In May of last year, Datang Telecom’s Lianxin Technology and Qualcomm announced the formation of a joint venture to establish Haosheng Technology. The joint venture will be positioned in the low-end mobile phone chip market.

After the news of the establishment of Haosheng Technology, the semiconductor industry in China was instantly fryed. Zhao Weiguo, chairman of Ziguang, personally went into battle and angered Datang Lianxin. Various people and men expressed their views and condemned Weisheng Technology. They claimed that the person in charge was a “companion” and “national thief”. Datang Lianxin was an “imperial association army” and shouted loudly. Come here.

In fact, the joint venture company has not been approved by the Ministry of Commerce. Until May of this year, the national anti-monopoly agency suddenly decided to adopt a plan to establish a joint venture company through Datang Telecom and Qualcomm. There will be no details on what happened in this case. , But in the midst of a buzzing sound, Sheng Sheng Technology will become a stumbling block on the road to independent research and development of the chip industry in China?

Self-created "core" imminent

The chip is an important criterion for judging the overall strength of a country. Chip strength means strong industry. Without chips, there is no security.

In the past, China’s integrated circuit industry was essentially zero in the field of high-end equipment and materials, and high-end chips were completely imported. The chip is the technical core of the product, which means that the high-end core field of life has been blocked by others, and it needs to pay a huge fee. Since 2006, integrated circuit products have surpassed petroleum as the largest imported product. With the continuous increase in demand, imports have exceeded US$200 billion in the past five years.

In order to realize the development of independent innovation, the state has issued a series of policies to support the development of integrated circuits and independent chip industries. Huawei Hass and Spreadtrum have also emerged as enterprises that have achieved certain breakthroughs in independent chip design, but they are based on ARM architecture authorization. Design and R&D remains controversial in the industry.

In the area of ​​chip R&D, the United States has entered and seized the opportunity early on. The vast majority of the high-end chip market is now controlled by Americans. If they stop supplying the chips abruptly, the result is what they saw recently in the ZTE incident. It is imperative to create "core" independently.

Will Datang Telecom and Qualcomm's joint venture hinder the development of independent chips?

In recent years, the adoption of foreign capital cooperation, overseas mergers and acquisitions, and collaborative innovation has become a common way for China to pursue foreign advanced levels in high-end areas such as chips. Although there are certain drawbacks, relevant core technologies are still subject to human control, but the overall level of industry development is Obvious improvement.

In general, through joint ventures, it is possible to access top technology in the industry, allowing companies to enter into long-term monopolised areas and gain a share of market share. This kind of joint venture cooperation is certainly acceptable.

On the contrary, the main target of the joint venture between Datang and Qualcomm is the low-end chip market. Qualcomm naturally does not inject any high-end core technology into the company. The introduction of the technology is completely controlled by domestic chip makers MediaTek and Spreadtrum. There is no point in improving the level of technological research and development. And the purpose of Qualcomm's move is obvious, is to use Datang Telecom to further expand their low-end chip market.

Looking back at Datang Lianxin, Lianxin has long since dissolved its own cell phone chip R&D team because of its poor cell phone business. To say that I want to absorb Qualcomm's technology through a joint venture company, I don't believe it. Even if Qualcomm is willing to share some of the technology, Weisheng Technology can't digest it for a time. This indicates to a large extent that Datang didn't develop it on its own. Cell phone chip plan!

Datang Telecom, which has huge losses and faces delisting, is in urgent need of finding a point where it can turn losses into profits. Qualcomm also has the ambition of high-medium-low and low-market markets. The two hit it off and Weisheng Technology is born! It is not difficult to see that the original intention of Datang Telecom's establishment of Haosheng Technology was not to independently research and develop chips. Hao Sheng Technology is likely to become a Qualcomm agent in China, but only paste their own brand, under the guise of “independent R&D” and “completely independent intellectual property rights”.

As long as Shengsheng Technology begins commercial operation, it is bound to carry out large-scale low-cost dumping in China, and MediaTek, Spreadtrum and the price war. This will have a huge impact on the domestic independent R&D chip companies whose vast majority of their income depends on low-end and mid-to-high-end chips. They will also slow the pace of domestic self-developed chips.

The autonomous chip must dare to move

In fact, we all know that the real core technology is the market can not be replaced, but also can not afford to buy, we must through independent research and development in order to truly master the core technology. Through joint ventures, mergers and acquisitions and other means, it can only play a certain role in assisting acceleration. Obviously, the cooperation between Datang and Qualcomm has little significance for China, but it may become a stumbling block to the development of domestic independent chip industries.

Such unsatisfactory Haosheng Technology has not passed the approval in the past year. However, the U.S. Treasury Minister visited China and immediately released the economic and trade consultations with China. It is easy to think that the United States must exert pressure here. Combined with ZTE's sanctions in the United States, the author can understand that the domestic chip industry currently has no right to speak in the international arena, but also deeply feel the importance of vigorously developing its own chip industry.

Although the rapid development of the past few years, we have significantly reduced the gap with foreign advanced technology companies in the areas of integrated circuits, Internet of Things, autonomous driving, artificial intelligence, etc. However, in some high-end chip areas, there is still a huge gap. In the long-term pursuit of the independent chip industry, there are certainly more stumbling blocks that will emerge. If you dare to brave enough courage to fall, you will one day meet a time when your steps are high enough to cross all stumbling blocks.

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