China's strategy in Korean peninsula

Anlsvrthng said:

Yes. And after that he can use it to play video games on it : )

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Of course that was just for joke. If any other country can just spend 300 million dollar to top the TOP500 list, Japan, South Korea and especially the U.S. would have done it already since China has topped the list for quite a number of years making a statement of sorts to the world which was exactly what the U.S. used to be doing before China overtake it to top the list with the Tianhe-2 and then later the top 2 position with the Tauhulight using her own homegrown chips.

Quickie said:

Of course that was just for joke. If any other country can just spend 300 million dollar to top the TOP500 list, Japan, South Korea and especially the U.S. would have done it already since China has topped the list for quite a number of years making a statement of sorts to the world which was exactly what the U.S. used to be doing before China overtake it to top the list with the Tianhe-2 and then later the top 2 position with the Tauhulight using her own homegrown chips.

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Still ,South Korea has four times bigger semi industry.
So, China can make supercomupters, but it simply means that they have military projects that require it to have. Like nuclear warhead simulation, hypersonic simulation and so on.

China have supersonic ASM, US doesn't . Is iIt means that the Chinese military superior compared to the US NOW ?

Anlsvrthng said:

Ok, lets go back to the topic and summarise it.

Best part ofthe SK economy depends on the US as export market, or technological enabler.
The SK semiconductor industry four times bigger than the Chinese , and the US semi industry three times bigger than the SK and 12 times bigger than the Chinese.

Just to put it into perspective.
South Korea runing trade surpluss, and <<suprise,suprise>> China running trade surpluss as well, so the Chinese economy by definition can't replace the US ,considering that the USA running half of the trade deficit of the world, and UK + Australia+ Canada the quarter of the world trade deficit.

Actually the SK trade deficit is around the 5% of th SK economy, means trade barriers by the US practically devastating the economy / level of living there.

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We can analyse the same topic from general trade, mayor industries ( semi/automotive/consumer electronics) or any other standpoint, but the reality is in China the consumers representing only 40% of the economy, the rest is investemnt &eexport , in the US it is 70 % . It boiling down a rought 2.5-3 difference .

Practically the US block ( including UK/Ca/Au) chainng these countries to themself by trade.

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Where did you get the idea that consumption is only 40%of Chinese economy? I think you confused private consumption with total consumption
The total consumption(private + government) as percentage of GDP is much higher than 40%. It is more like 67%. Another thing China's tablet does not run on american processor. In fact Intel is totally absent in tablet processor . It is mostly domestic In fact Rockchip and Allwinner so dominant that Intel now license their technology
.
In fact China is way ahead when it come to system on chip or SOC

At one time China was depended on the like of qualcomm and Mediatek for their smart phone but that is changing too now Huawei built their own Kirin chip



China - Final consumption expenditure, etc. (% of GDP)
Final consumption expenditure, etc. (% of GDP) in China was reported at 51.12 % in 2015, according to the World Bank collection of development indicators, compiled from officially recognized sources.





Final consumption expenditure (formerly total consumption) is the sum of household final consumption expenditure (private consumption) and general government final consumption expenditure (general government consumption). This estimate includes any statistical discrepancy in the use of resources relative to the supply of resources.


China | Economy & Growth

Anlsvrthng said:

Still ,South Korea has four times bigger semi industry.
So, China can make supercomupters, but it simply means that they have military projects that require it to have. Like nuclear warhead simulation, hypersonic simulation and so on.

China have supersonic ASM, US doesn't . Is iIt means that the Chinese military superior compared to the US NOW ?

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that is because legacy China was late in developing semi conductor industry But just like any other filed at one time Korean shipbuilding industry is number 1. But Now China take over from them become the number 1 It will happened with semiconductor too China now is building huge capacity in all sector of semiconductor backup by the bottomless cash from the government
In few years China will pass over Korea too in semiconductor.Here is a good link to learn about China semiconductor


China IC design industry tops $30bn

China’s IC design industry revenue will reach $30 billion in 2017, says Trendforce, and a growth rate of 20% is expected to deliver $36 billion industry revenue in 2018.



HiSilicon and Sanechips (ZTE Microelectronics) provide NB-IoT chipS, Cambricon Technologies and Horizon Robotics are developing AI chips. Unigroup Spreadtrum RDA, Datang, and HiSilicon have made chips for 5G.

Datang Semiconductor drops out of Trendforce!/ China top ten, with WillSemi and GigaDevice entering the list.

HiSilicon grew revenues more than 25% due to the increasing penetration rate of Kirin chips in phones.

Tsinghua Unigroup Subsidiaries Spreadtrum and RDA had a drop in revenue because of competition in the low- and mid-range mobile IC market.

Sanechips, whose core business is designing IC components for telecommunication applications, has grown revenues over 30%.

Huada Semiconductor makes ICs for smart cards, security ICs, analogue ICs circuit, and display drivers etc. Its 2017 revenue is expected to top $755 million.

Goodix had revenue growth of 25% as a result the increasing penetration rate of fingerprint recognition technology in smartphones.

GigaDevice, which enters the top 10 list for the first time, makes NOR Flash and 32bit MCUs. Its 2017 revenue is expected to increase by more than 40%, reaching $300 million.



@Bussard Ramjet HiSilicon is now a 5.86 billion USD fabless business. 10 billion by 2020?

Homegrown chips power domestic smartphone sector
By Ma Si


Workers on a production line of chip and main board products at a FiberHome Technologies Group factory in Wuhan, capital of Central China's Hubei province. (PROVIDED TO CHINA DAILY)

A nanosecond is a long time in the semiconductor sector while three years is an eternity.

Back in 2013, Chinese smartphone chipmakers had a mountain to climb against global rivals such as Qualcomm Inc in the United States.

They barely even had a presence in the low-end segment of the market.

But all that changed after the government rolled out new policies and domestic players broke through technological barriers.

"Three years ago, we relied chiefly on a price war to crack the market," said Li Liyou, CEO of Spreadtrum Communications Inc, one of the largest chipmakers on the Chinese mainland.

"But as more resources were poured into research and development, we saw a fundamental change," Li added.

Plans to upgrade the homegrown chip industry are in line with the central leadership's call to turn China into a manufacturer of quality.

"We will move Chinese industries up to the medium-high end of the global value chain, and foster a number of world-class advanced manufacturing clusters," Party General Secretary Xi Jinping said at the opening of the 19th National Congress of the Communist Party of China in Beijing on Wednesday.

Data from research agency IC Insights revealed that 11 Chinese companies were on the global top 50 list for integrated circuit designers in 2016. Only one domestic business was on it in 2009.

Spreadtrum Communications Inc is a classic example of what is happening inside the industry. It produced more than 600 million smartphone chips last year, accounting for over 25 percent of the world's total shipments.

Huawei Technologies Co Ltd, the world's third largest smartphone manufacturer, is also making inroads with its in-house Kirin chips.

In 2014, China's largest telecom equipment maker was struggling to upgrade its semiconductor division, despite putting together a program a decade earlier.



But now most of its smartphones, including high-end models, are powered by Kirin chips. Last month, the Shenzhen-based business unveiled its first artificial intelligence chip, Kirin 970, with superfast computing and strong image-recognition capabilities.

It powers Huawei's new Mate 10 smartphone, which was launched on Monday to compete with Apple Inc's 10th-anniversary iPhone.

"AI can enable real-time language translation, heed voice commands, or take advantage of augmented reality, which overlays text, sounds, graphics and video on real-world images," said Yu Chengdong, CEO of Huawei Consumer Business Group.

Figures released from the China Semiconductor Industry Association showed that the domestic chip sector reported sales of 434 billion yuan ($65 billion) last year, an increase of 20 percent compared to 2015.

Xiang Ligang, a telecom expert and CEO of industry website Cctime, pointed out that Chinese companies are now benefiting from the government's policy to cultivate a domestic chip industry.

The program was put in place amid concerns that a heavy reliance on foreign technology would affect national security.

There were also other reasons, such as the fact that China was spending more on overseas chips than crude oil imports.

In 2014, Beijing set up China's Integrated Circuit Industry Investment Fund to support the sector and spur private financing.

One of the biggest beneficiaries was Tsinghua Unigroup, the parent company of Spreadtrum.

Earlier this year, it signed financing deals worth 150 billion yuan to carry on R&D into new homegrown chips.

This will give the State-owned technology group enough cash to fulfill its grand ambitions in the semiconductor sector, and join the ranks of global giants, such as Intel Corp, Qualcomm and Samsung Electronics Co.

Among the investors are China Development Bank and China's Integrated Circuit Industry Investment Fund.

"The next several years are key ... there is an enormous market out there," said Zhao Weiguo, chairman of Tsinghua Unigroup.

To illustrate that, Tsinghua Unigroup is now working on a $30 billion domestic memorychip production complex in Nanjing, Jiangsu province.

It will become China's largest plant when completed.

Private companies, such as Xiaomi, are also making major strides. The smartphone manufacturer unveiled its first in-house chipset in March.

Named Surge S1, the chip combines four powerful and efficient cores, which can help strike a balance between performance and power efficiency.

"Chip technology is the crown in the smartphone sector, but it is highly cash intensive," said Lei Jun, founder and CEO of Xiaomi.

"If we want to challenge the world's top three players, we need to devote our long-term efforts into the research and development of chips," Lei added.

Chinese mainland moving up in global semiconductor sector

By Ning Nanshan Source:Global Times Published: 2017/9/28

Mainland moving up in global semiconductor sector




In terms of the semiconductor industry, the US is super-strong, South Korea has advantages in storage and Europe has three first-class semiconductor companies - NXP, Infineon and STMicroelectronics. NXP is now in talks with Qualcomm, and if these are successful, there may soon be only two big semiconductor companies in Europe.

Japan has three first-class semiconductor companies: Renesas Electronics, Sony's CMOS chips and Toshiba Semiconductor. Sony's CMOS chips are doing well. They have a large market share and bring a lot of profits for the company. But Toshiba has long been struggling and is looking for a buyer for its semiconductor business.

Taiwan used to be a strong player in the sector but is now facing difficulties. The Taiwan Semiconductor Association estimated that compared to 2016, the overall output value of Taiwan's semiconductor industry in 2017 will grow by only 1 percent, while the output value of the global semiconductor market in 2017 is expected to grow by 9.8 percent compared to 2016.

In terms of output value from the semiconductor industry, the sector in Taiwan earned NT$114.4 billion ($3.8 billion) in the first half of 2017, compared to an equivalent of about NT$990 billion for the Chinese mainland. The overall development speed of the Chinese mainland in terms of the semiconductor industry has been significantly faster than in Taiwan recently.

According to statistics from the China Semiconductor Industry Association, China's IC (integrated circuit) industry sales in January to June 2017 increased by 19.1 percent. What about Taiwan? In the second quarter of 2017, there was a 4.8 percent decline.

Design, manufacturing, packaging and testing are the four major parts of the semiconductor business. As for design, packaging and testing, the Chinese mainland has caught up with Taiwan, so Taiwan's only advantage is in manufacturing. Taiwan's GDP in 2016 was about $560 billion, and semiconductor giant TSMC contributed $10 billion in net profit to that figure. In addition, TSMC also provides tens of thousands of jobs and a large amount of tax revenue.

It is no exaggeration to say that the semiconductor manufacturing industry is the cornerstone of Taiwan's economy. Taiwan has three semiconductor companies in the global top 20. Two are engaged mainly in manufacturing (TSMC and UMC), and the other specializes in design (MediaTek).

The output value of IC design in Taiwan in the first half of 2017 was NT$20.94 billion, while in the Chinese mainland it was the equivalent of NT$373.5 billion, indicating that Taiwan has been surpassed in the IC design industry.

Having been behind Taiwan to now surpassing it, the Chinese mainland is now chasing Japan, South Korea and Europe. In the first half of 2017, China's chip design industry grew by 21.1 percent, with sales of 83.01 billion yuan ($12.5 billion), continuing to maintain the world's fastest growth rate in the sector.

In the area of State-owned enterprises, there are numerous companies, such as Datang Microelectronics and Welltec, that have the ability to ensure national security. For instance, on September 16, 2017, Welltec released the navigation positioning chip, which will inspire growth of a new industry in the future.

However, in Europe, Japan and Taiwan, the situation is less promising and Taiwan is facing the biggest challenge. Europe and Japan have booming automotive and electronics industries to compensate for the decline in consumer electronics, but Taiwan is not as lucky.

As the market share of Chinese mainland self-produced chips keeps growing, and as Taiwan has no other industry of comparable strength to support its economy, it may have to seek greater cooperation with the mainland to make ends meet.

The author is a Shenzhen-based economics commentator. [email protected]

It is not this topic realy, butdo same number crunching.
China : household consumption : 40% , goverment 14% , +5 % trade, and 41% investment

US : household consumption : 70% , goverment 14% , -4 % trade, and 20% investment

The world economy is like an electric network.
There are generators, transformers/tansmissions , and consumers.

You can analysie one sub island in the system, and it can show interesting data ( like complete power flowing thourght on a part of the system, but it consume only fraction of % ).
Everything that generated needs to be consumed like in the world ecenomy.
So, if there is no consumer then there is no generation capacity,and there is cnsumer without generating capacity. ( both state kill the generators literally, by putting asynchronus mode )

Anyway, maybeSK / China show high level of trade, but best part of it just flow throught, and has no effect of the economy. The mover of this flow is the US /UK/AU/Ca trade deficit.
Considering that there are many countries on the world that willing to run trade surplus, the consumers are the kings.

Without US the whole SK/China trade relationship fall into pieces.

Hendrik_2000 said:

Homegrown chips power domestic smartphone sector
By Ma Si
.

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These are fables manufacturers.

The fabs captures the best part of the semi profit.

Nor is China slacker when it come to etching and other lithograph equipment Most of socalled silicon valley engineering are mostly Chinese . And some of them are coming back to China and develop their own etching machine via Cybernetic

Summary of video:
The machine is a 5 nm chip manufacturing equipment (etcher) developed by AMEC and has precision of 0.5 nm.
Most advanced chips on the market is 14 nm with 10 nm chips going into production this year and 7nm chips will be in production soon. While the most advanced chips China can currently produce are 40 nm and 28 nm, creating a 3 generation gap with the most advanced chips in the world. In order for China to compete at the forefront in this competitive market, it must jump generations to leap ahead of competitors. The equipment took 5 years to develop and the company expects the engineers to finalise the machine into a marketable product by the end of 2017. The development of chip manufacturing equipment precedes chip design by 5 years. As one of the engineers said "I estimate that we will only see 5nm chips on the market 5 years from now". Hundreds of engineers from the "core team" had experience from US (Intel, Lam research, etc.) and other first tier semiconductor manufacturing and equipment companies, with most having 20-30 years of experience in designing semiconductor manufacturing equipment.

Video mentions two machines, first one being an etcher and the second one being MOCVD machine. World demand for MOCVD machines is 100-150 annually, the company will supply about 60-70 sets in 2017. The current model (2nd gen) was developed in June 2016. Similar machines on the market typically use 400mm+ 晶圆托盘=wafer tray? while AMEC uses 700mm+ wafer tray, effectively doubling chip production under the same investment and time constraints compared to competitors. R&D took 6-7 years spanning 2 generations with total investment in the several tens of millions of yuan. This is a remarkable breakthrough for china as before the firm's entry, the technology for this key equipment was controlled by the US and German companies.

If successful this will give China the possibility of marketing world class chips within 5 years.

Company website


Etching


MOCVD


Last edited: Jun 7, 2017

Anlsvrthng said:

These are fables manufacturers.

The fabs captures the best part of the semi profit.

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So what that is the trend now Integrated Chip manufacturer is going down the Dodo bird Intel is loosing money and So do AMD In fact they are now license the technology to China

No If Us put embargo on semiconductor it will be inconvenience but in few year they will be loosing market and their viability will as company will be in jeopardy AMD are loosing money big time and so do Intel they just lay of 12000 people and AMD 5000 people

Taiwan's VIA Technologies has a joint-venture with the Shanghai government called Zhaoxin Semiconductor. During 2018, VIA and Zhaoxin are expected to reveal the new 64-bit x86-compatible KX-5000 CPUs. This will provide competition for Intel CPUs in the Chinese personal computer market.

For the computer SERVER market, Advanced Micro Devices (AMD) had licensed its next-generation x86 architecture Zen-based server chips to China for $293 million. Since it is a technology license and not a sale of AMD, CFIUS approval is not required. Interestingly, AMD CEO Lisa Su is a Taiwanese-American and I think this license was her idea. It's a great way to monetize a technological asset to fund AMD's revival. The license is restricted to only the Chinese market, which means AMD owns the rights to worldwide sales of Zen-based server chips with the exception of China. This is a win-win for both AMD and China.

China has achieved its goals of a China-based x86 compatible personal computer CPU and "China-based x86 server designs." These steps are necessary to break Intel's monopoly within China on the x86 market in both PCs and computer servers.
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