bladerunner
Banned Idiot
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Chinese Economics Thread
- Thread starter Norfolk
- Start date
it seems that the chinese semi-conductor industry is in trouble. The technological gap betwen chinese firms and foreign ones is widening.
plans for restructuring and consolidation but no elaboration? It reminds me of the car and solar industry problems, in that the central gov announces plans for reform but then behind the scenes it encounters the political opposition from provincial/local governments which dont want to lose their local factories/companies.
plans for restructuring and consolidation but no elaboration? It reminds me of the car and solar industry problems, in that the central gov announces plans for reform but then behind the scenes it encounters the political opposition from provincial/local governments which dont want to lose their local factories/companies.
The direction intel is going, china don't have to worry much.
Equation
Lieutenant General
TSMC seems to be onto something cutting edge lately.
The article doesnt even mention Intel and AMD. It mentions samsung and qualcomm, foreign companies in general. If china cant compete in the semi-conductor industry, then something is very wrong.
samsung and qualcomm does not have their own microchips, they produce telecommunications equipment like phones and Walkie-talkie.
Hendrik_2000
Lieutenant General
Semiconductor is very wide field those critic is focusing on consumer electronic like Cell phone and Microprocessor. But China lead in Telecommunication Chips design.They built their own semiconductor for telecommunication. Huawei and ZTE is the only 4th generation Wireless Infrastructure supplier aside from Errickson.
Intel and qualcomm have a lead in this segment of industry having been the pioneer in their field But Why do you need quad microprocessor because most task can be accomplished with Pentium 4 microprocessor . Heck even the most sophisticated defense radar have no more than the equivalent of pentium 3 microprocessor. So those critic are unwarranted and only want to show the weakness of small segment of very large and diverse industry. Probably written by China basher or Dissident Chinese. People often forgot that China only open the UNiversity in 1989 after long hiatus of 30 years. So come on ! She has travel a long way.
I don't know what kind of advance are thye talking about most of them are just improvment over the exisiting design . there is nothing like earth shaking or technological leap
Design in China: Noticeable growth
IC design has been the fastest growing segment of China's semiconductor industry since 2000 and even grew during the 2008-2009 downturn thanks to booming demand for mobile devices
China's IC design industry by process technology, 2010 & 2011
Integrated circuit (IC) design is the only segment of China’s semiconductor industry that achieved positive year-over-year (YoY) revenue growth for every year since 2000. Its revenue comes primarily from China’s indigenous fabless semiconductor companies, and it has been the fastest growing segment of China’s semiconductor industry since 2000 now constituting about 10% of the $74 billion worldwide fabless IC industry.
China’s IC design revenue growth of 36% in 2011 exceeded that of China’s IC manufacturing, IC packaging and testing, and even the much larger O-S-D sectors.
Driving demand were a series of domestic stimulus policies introduced by the government in 2009. The industry further benefitted from the seemingly endless demand for semiconductors used in cell phones as shipments of mobile handsets designed in China surged by nearly 60% in 2011.
In 2011 China reported its first billion dollar IC design company and two of the worldwide top five fastest growing IC design companies. In addition, by the end of 2011, 11 Chinese IC design companies had become publicly listed for a combined IPO funding of $1.2 billion.
History will validate whether this is the turning point in the development of the Chinese semiconductor industry and its IC design industry in particular.
TSMC Surprises With Record Profit
TAIPEI—Taiwan Semiconductor Manufacturing Co. 2330.TW -0.70% surprised the market Thursday by posting a record third-quarter net profit, as China's demand for smartphones that run on its chips rose even as economic growth slowed.
The world's biggest contract chip maker by revenue said demand from smartphone and tablet makers for high-performance chips boosted profitability, but it was pessimistic about business conditions in the remaining months of 2012.
The Taiwanese company, whose major clients include Qualcomm Inc., QCOM -0.35% Advanced Micro Devices Inc. AMD +1.92% and Texas Instruments Inc., TXN +1.55% said orders from hardware makers could slow because inventories could build if the global economy remains anemic, although it was confident about posting growth from 2013-2016.
Many of the world's major technology companies have lowered their outlook, citing sluggish demand. Giant chip maker Intel Corp., INTC +1.07% whose microprocessors power most desktop PCs and laptops, had said last week it is significantly scaling back production in the fourth quarter in response to weaker-than-expected demand.
"I see no light at the end of the tunnel for the global economy, especially the U.S., Japan and euro zone. But we will continue to outgrow the semiconductor industry in the coming few years, because we are well positioned for the fast-growing smartphone and tablet markets," said TSMC Chairman Morris Chang.
Mr. Chang said the company's revenue will likely fall in the three months ending Dec. 31, reiterating comments in July about weaker revenue in the fourth quarter and early next year.
Revenue could drop 7.3%-8.8% from the third quarter, gross margin could narrow to 45%-47% from 48.8% in the third quarter, and operating margin could weaken to 33%-35% from 37.2%, Mr. Chang said at a news briefing.
Despite the bleak outlook for the remaining months of this year, analysts said TSMC has room for growth next year given the rising popularity of smartphones and tablets.
The growing spat between Apple Inc. AAPL -1.18% and Samsung Electronics Co. 005930.SE +1.69% could give the Taiwanese company the opportunity to replace Samsung as the manufacturer of internal processors for the U.S. company's devices, they said.
Mr. Chang said TSMC, which produces chips using 28-90 nanometer technology, will migrate to 16-nanometer technology and hopes to launch trial production for the more advanced chips in November 2013.
To help boost sales, the Taiwanese company is also developing three-dimensional chip packaging technology with SK Hynix Inc. 000660.SE +1.25% and Micron Technology Inc. MU +10.06%
"The company's investment in leading technology will pay off," he said, adding that TSMC will post growth or strong growth from 2013 to 2016.
TSMC's net profit for the three months ended Sept. 30 rose 62% to 49.30 billion New Taiwan dollars (US$1.69 billion) from NT$30.40 billion, exceeding the average NT$46.02 billion forecast of eight analysts polled earlier by The Wall Street Journal.
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China basher/dissident ?? This is shanghaidaily (government-run) and that guy is a high ranking official from the ministery of industry and information technology. He must have his reasons for saying that the tech gap betwen chinese companies and foreign ones is widening.
Hendrik_2000
Lieutenant General
There are people in the government who went to school in the west and think they know better . The fact speak for itself China has independently developed 3G with all the chips developed by Datang electronic . It is one of 3 recoqnized standard in 3G wireless communication. Is he complaining because China doesn't have 4G chips like Qualcomp ? I don't know why is he comparing Qualcomm with the like of Datang Telecommunication? Qualcomm have 40 years of lead. Yes he is a whiner.He is complaining because China doesn't have the equivalent of Qualcomm or Samsung . But he is unrealistic those people have long lead and take time to build a world class company. Samsung started in 60's Datang only come in existence in 1998
China is not even finish with 3G conversion why did they need the 4G? and what is so fantastic about 4 G anyway watching video on thumb size screen is fun? I will ruined my eyes watching on so small screen not to mention expensive like a hell.
In fact 4G is going to be replaced by TD light soon and China is the leader in that technology
TD-SCDMA was developed in the People's Republic of China by the Chinese Academy of Telecommunications Technology (CATT), Datang Telecom, and Siemens AG in an attempt to avoid dependence on Western technology. This is likely primarily for practical reasons, since other 3G formats require the payment of patent fees to a large number of Western patent holders.[4]
TD-SCDMA proponents also claim it is better suited for densely populated areas.[1] Further, it is supposed to cover all usage scenarios, whereas W-CDMA is optimised for symmetric traffic and macro cells, while TD-CDMA is best used in low mobility scenarios within micro or pico cells.[1]
TD-SCDMA is based on spread spectrum technology which makes it unlikely that it will be able to completely escape the payment of license fees to western patent holders. The launch of a national TD-SCDMA network was initially projected by 2005[5] but only reached large scale commercial trials with 60,000 users across eight cities in 2008.[6]
On January 7, 2009, China granted a TD-SCDMA 3G licence to China Mobile.[7]
On September 21, 2009, China Mobile officially announced that it had 1,327,000 TD-SCDMA subscribers as of the end of August, 2009.[8]
While TD is primarily a China-only system, it may well be exported to developing countries. It is likely to be replaced with a newer TD-LTE system over the next 5 years.
DATANG Telecom
Established in 1998, Datang Telecom Technology Co., Ltd. is a hi-tech telecom company supported by the China Academy of Telecommunication Technology (CATT). It is one of the major telecom manufacturers with a largest coverage of product lines and self-owned intellectual property rights in China. In recent years, Datang has been published in the Forbes as the Best Global Small Companies in the World, and ranked 10th at the third Zhongzheng Yashang Top 50 Listed Companies with The Largest Development Potential in China. Up to now, Datang telecom has exported products to the North America, Africa, Europe, Middle East and Southeast Asia. R&D capability: The company boasts perfect scientific development system and has strong R&D capability. It has established 2 R&D centers in Shanghai and Beijing as well as R&D departments in various subsidiary companies. At present, 41% of our staff are R&D personnel, who play the key role in maintaining and consolidating R&D strength of the company. With such R&D strength at its back, our company has been undertaking more and more major product R&D projects. Production capability: In Xi''an, the Datang Telecom Science and Technology Industrial Park, which occupies an area of 200,000 square meters, is the largest research and production base in the Northwest China, with an annual production capability of 6,000,000 equivalent lines of switching systems, and 250,000 channels of mobile communication systems, as well as transmission systems and wireless communication systems. In December of 2001, the first production line of mobile telephone handset came into the market in the West China. In Chengdu, the optical/copper cable production base is covering an area of more than 66,000 square meters, and has an annual production capacity of 1,000,000 fiber-kilometers for optical cables, and is finally expected to reach 2 to 3 million. The trinity of Datang Telecom''s Optical Fiber Cable Plant, Electrical Cable Plant and Equipment Plant will make Datang Telecom a shining star over the land of West China. In Beijing, its subsidiary of Software Company has set up an up-to-date software production and testing environment, being one of the largest software companies in the domestic telecommunication industry. Moreover, the IC card and SIM card production line of its subsidiary, Microelectronics Company has an annual production capacity of 120,000,000 cards, and its chip production capacity is at the top rank in China. Presently, we are looking forward to even greater cooperation with overseas customers based on mutual benefits. Please feel free to contact us for more details.
Time-Division Long-Term Evolution (TD-LTE), also referred to as Long-Term Evolution Time-Division Duplex (LTE TDD),[1] is a 4-G mobile-telecommunications technology and standard co-developed, since late 2007, by Datang Telecom, China Mobile, Huawei, ZTE, Nokia Siemens Networks, Alcatel Shanghai Bell, Qualcomm, ST-Ericsson, Leadcore, etc.[citation needed] It is one of two variants of the 3GPP Long Term Evolution (LTE) technology, the other being Frequency-Division Long-Term Evolution (FD-LTE or LTE FDD). Likewise, TD-LTE-Advanced is an LTE Advanced time-division variant, an evolutionary upgrade version of TD-LTE.
Contents
1 History
2 Deployments and coverages
3 Technical highlights
4 Equipment/component availability
5 References
6 External links
History
The TD-LTE project was approved on 26 December 2007, at the state council executive meeting of the New Generation Broadband Wireless Mobile Communication Networks, along with TD-SCDMA.[2]
Deployments and coverages
In early 2011, China Mobile invested CNY 1.5 billion on the '6+1 Scheme', in which large-scale TD-LTE field trial was conducted in 6 cities including Shanghai, Guangzhou, Shenzhen, Hangzhou, Nanjing, and Xiamen.[3] Each of the cities deployed around 500 TD-LTE femtocell base-stations. A demonstration network was set up in Beijing. Outside the mainland, China Mobile built a TD-LTE network in Taipei, for testing purposes for the local GSM operator Far EasTone, .[4] As of September 2011, China Mobile has sealed agreements with 32 international telecom carriers, for launching 27 TD-LTE trial networks.[5]
On 10 April 2012, Airtel launched 4G services using TD-LTE technology in Kolkata, becoming the first company in India to offer 4G services. Since the initial launch, Airtel also launched 4G in Bangalore and Pune.[6]
Technical highlights
TD-LTE offers asymmetric use of unpaired spectrum.[jargon] It allocates separate channels for outgoing and incoming signals, emulating full-duplex transmission over a half-duplex communication link.[citation needed]The frequency bands used by TD-LTE are 3.4–3.6GHz in Australia[7] and UK,[8] 2.57−2.62GHz in the US[9] and China,[10] 2.545-2.575GHz in Japan, [11] and 2.3–2.4GHz in India[12] and Australia.[7] The technology supports scalable channel bandwidth, between 1.4 and 20MHz.[13] A typical range is up to 200 metres (660 ft) indoors on a 2.57–2.62GHz radio frequency link.[14]
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