mike2000 is back
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True talk my man, the U.S is just too far ahead in this field, no country even comes close to be honest(bar a very few U.S allies).
U.S. Agencies Block Technology Exports for Supercomputer in China
- Thread starter TaiShang
- Start date
True talk my man, the U.S is just too far ahead in this field, no country even comes close to be honest(bar a very few U.S allies).
When China limited rare earth exports the hypocrites in the U.S. cried "evil China regime" was "protectionist" and meddling with their "free trade"...
You are right in general.
Yet you many not notice the rapid development in China..
Chinese government throw billions of dollars into IC industries
There are many IC design house and Fab factories in China now.
Due to the huge demand of chips in China, these companies could survive from low end and start to grow up.
We are started and supported by huge demands.
Yet you many not notice the rapid development in China..
Chinese government throw billions of dollars into IC industries
There are many IC design house and Fab factories in China now.
Due to the huge demand of chips in China, these companies could survive from low end and start to grow up.
We are started and supported by huge demands.
TaiShang
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China's Homegrown Semiconductor Firms Poised To Gain From Internet Of Things Spending
4/09/2015
Booming sales and manufacturing of smartphones in China by upstart brands such as Xiaomi have helped to make the country’s electronics industry one of the world’s largest. Yet mainland companies had a modest ranking in a report last week about one of the industry’s key components – semiconductors. China-based chip businesses had only 3% of worldwide integrated circuit sales in 2014, compared with 55% for No. 1, the United States, according to industry researcher IC Insights. South Korea ranked No. 2 with 18%, Japan was third with 9%, and Taiwan was fourth with 7%.
One bright spot for Chinese firms, however, was the pace of their growth, especially gains at chip design houses that contract out their manufacturing to other firms. China’s market share of global sales by those “fabless” design companies rose to 9% last year, compared with 5% in 2010. Increased sales among the group helped an overall 26% increase in revenue at China-based semiconductor makers last year, tops in the world.
What’s next for China’s IC industry? I exchanged with IC Insights President Bill McClean this week about the outlook. Excerpts follow.
Q. How do you size up the performance of China’s IC industry in the past year?
A. China’s IC market outperformed the total IC industry growth. The Chinese market (i.e., consumption) for ICs increased 13% from $88 billion in 2013 to $99 billion in 2014. In comparison, the total IC market increased 9%. Chinese IC companies increased their sales of ICs by 26% last year, primarily based on the success of the fabless Chinese IC suppliers.
Q. Which mainland Chinese companies would you says did relatively well and why in 2014?
A. Two of the star performers with regard to Chinese suppliers were its two largest fabless IC suppliers—HiSilicon and Spreadtrum. These companies are riding the wave of the low- to mid-range smartphone boom in China by supplying the local Chinese smartphone producers ICs targeting these applications.
Q. What will be the drivers of IC industry growth in China in the next 3-5 years and why?
A. Most likely, the smartphone and Internet of Things (IoT) will be the biggest two driving forces over the next 3-5 years with the IoT being more of a long term driver and the smartphone having its biggest impact in the relatively near term.
Q. In which product areas and technologies do you see the best opportunities for mainland IC companies during the period? What type of businesses would be best poised to benefit from growth?
A. Logic and processor ICs for smartphones and IoT will be the best opportunities for Chinese producers. Chinese companies are not major producers of analog or memory products and are unlikely to enter these segments in any significant way. Most of these devices will be provided by fabless Chinese IC suppliers.
Q. To the extent that China has a chance to gain market share in the next 3-5 years, who would likely lose market share and why? What strategies to counter that loss of market share might be pursued?
A. The companies most likely to loose market share are those currently supplying logic ICs for low- to mid-range smartphones. One strategy for a non-Chinese company to counter a loss in market share to the Chinese companies might be to form a “partnership” with Chinese IC suppliers, similar to Intel’s $1.5 billion investment in Tsinghua Unigroup — the owner of Spreadtrum and RDA.
4/09/2015
Booming sales and manufacturing of smartphones in China by upstart brands such as Xiaomi have helped to make the country’s electronics industry one of the world’s largest. Yet mainland companies had a modest ranking in a report last week about one of the industry’s key components – semiconductors. China-based chip businesses had only 3% of worldwide integrated circuit sales in 2014, compared with 55% for No. 1, the United States, according to industry researcher IC Insights. South Korea ranked No. 2 with 18%, Japan was third with 9%, and Taiwan was fourth with 7%.
One bright spot for Chinese firms, however, was the pace of their growth, especially gains at chip design houses that contract out their manufacturing to other firms. China’s market share of global sales by those “fabless” design companies rose to 9% last year, compared with 5% in 2010. Increased sales among the group helped an overall 26% increase in revenue at China-based semiconductor makers last year, tops in the world.
What’s next for China’s IC industry? I exchanged with IC Insights President Bill McClean this week about the outlook. Excerpts follow.
Q. How do you size up the performance of China’s IC industry in the past year?
A. China’s IC market outperformed the total IC industry growth. The Chinese market (i.e., consumption) for ICs increased 13% from $88 billion in 2013 to $99 billion in 2014. In comparison, the total IC market increased 9%. Chinese IC companies increased their sales of ICs by 26% last year, primarily based on the success of the fabless Chinese IC suppliers.
Q. Which mainland Chinese companies would you says did relatively well and why in 2014?
A. Two of the star performers with regard to Chinese suppliers were its two largest fabless IC suppliers—HiSilicon and Spreadtrum. These companies are riding the wave of the low- to mid-range smartphone boom in China by supplying the local Chinese smartphone producers ICs targeting these applications.
Q. What will be the drivers of IC industry growth in China in the next 3-5 years and why?
A. Most likely, the smartphone and Internet of Things (IoT) will be the biggest two driving forces over the next 3-5 years with the IoT being more of a long term driver and the smartphone having its biggest impact in the relatively near term.
Q. In which product areas and technologies do you see the best opportunities for mainland IC companies during the period? What type of businesses would be best poised to benefit from growth?
A. Logic and processor ICs for smartphones and IoT will be the best opportunities for Chinese producers. Chinese companies are not major producers of analog or memory products and are unlikely to enter these segments in any significant way. Most of these devices will be provided by fabless Chinese IC suppliers.
Q. To the extent that China has a chance to gain market share in the next 3-5 years, who would likely lose market share and why? What strategies to counter that loss of market share might be pursued?
A. The companies most likely to loose market share are those currently supplying logic ICs for low- to mid-range smartphones. One strategy for a non-Chinese company to counter a loss in market share to the Chinese companies might be to form a “partnership” with Chinese IC suppliers, similar to Intel’s $1.5 billion investment in Tsinghua Unigroup — the owner of Spreadtrum and RDA.
FairAndUnbiased
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Doesn't this make you very scared for India?
I mean, India's distance from China is far greater than Chinese distance from the US. You better be terrified of what India's facing.
I think it is a great chance for China chip industry. I know you are still 2-3 years behind the US in this aspect. But from my point of view, what the US, with average IQ of 96 (for white people) can do, the Chinese (with average IQ of 105) can do much better, given that now you have all necessary facilities: capital investment, industrial facilities, engineering capabilities, market, etc. The missing factor may be some push from government, and now, thank to the US embargo, you will have.
seven7seven
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USA never learn. Have the arms ban to China worked? Nope, China just became more determined and independent in making their own.
Will the exports ban slow China's development? Of course, but that just makes China more determined to have the capacity to do it themselves. This in the long run makes China infinitely stronger. USA keep failing over and over!
Will the exports ban slow China's development? Of course, but that just makes China more determined to have the capacity to do it themselves. This in the long run makes China infinitely stronger. USA keep failing over and over!
Bussard Ramjet
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Umm.. no.
The US distance from China is far greater than China's distance from India in ICT industry.
Also, unlike you, we do not have such an antagonistic relationship with the west. We have access to their technology.
j20blackdragon
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China is already self sufficient in almost everything.
Lenovo makes PCs.
Inspur makes servers.
Xiaomi, Huawei, Lenovo and numerous other companies make smartphones and tablets.
China Unicom and China Telecom are by far the largest broadband providers in the world.
Huawei is the Chinese Cisco.
Baidu is the Chinese Google.
Alibaba handles more sales than Amazon and eBay combined.
The Tianhe-2 has been the world's fastest supercomputer since 2013.
The only thing missing is a Chinese Intel...
Not a big deal. China has closed the gap in everything else. China will close the gap in microprocessors.
Lenovo makes PCs.
Inspur makes servers.
Xiaomi, Huawei, Lenovo and numerous other companies make smartphones and tablets.
China Unicom and China Telecom are by far the largest broadband providers in the world.
Huawei is the Chinese Cisco.
Baidu is the Chinese Google.
Alibaba handles more sales than Amazon and eBay combined.
The Tianhe-2 has been the world's fastest supercomputer since 2013.
The only thing missing is a Chinese Intel...
Not a big deal. China has closed the gap in everything else. China will close the gap in microprocessors.
cnleio
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The last thing we need to do here, is to invest billions of USD to develop domestic Chipset / CPU. Without powerful micro-electronics industry, China can't be a super-power nation in the 21-century. Right now i can see the FEAR from U.S, China should creat our CPU as soon as possible.
As far as my working experiences, i knew some Chinese companies like HuaWei etc can produce MIPS、ARM core CPUs ... but still lack X86 architecture like Intel or AMD CPU ... what a PITY !
As far as my working experiences, i knew some Chinese companies like HuaWei etc can produce MIPS、ARM core CPUs ... but still lack X86 architecture like Intel or AMD CPU ... what a PITY !
