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Not long ago, Qualcomm accepted the third anti-monopoly investigation of the National Development and Reform Commission. On February 19 this year, the National Development and Reform Commission confirmed that the monopoly position in the Chinese market, excessive collection of patent fees and tying behaviors against Qualcomm Monopoly investigation. After the NDRC conducted an anti-monopoly investigation on Qualcomm, many people applauded and considered domestic mobile phone chips.
The spring of the manufacturer is coming.
Qualcomm charges high patent fees based on the price of mobile phones. It is really not kind, but we can think deeply, why do they have the “patent fee†for this enthusiasm? The answer is obvious: master the core technology, which is precisely what our chip manufacturers lack. .
If the CPU is the brain of a mobile phone, computer or other electronic terminal device, then the chip is the soul of the electronic device. The 4G feast is now opening, and the demand for high-end chips from smartphones has reached new heights with the arrival of the 4G era.
With the development of the market, China has become the main market for smartphones. According to Enfodesk's Analysys think tank data, the sales volume of China's mobile phone market (non-aqueous and cottage) in the second quarter was 112.12 million units, up 1.46% from the previous month and up 24.4% year-on-year. Among them, the sales volume of smart phones was 102.98 million units, accounting for 91.9% of the total mobile phone market.
As a chip that plays a key role in the processing speed of mobile phones, it naturally becomes the focus. Mastering its technology means standing in the industry. However, China's chip technology is not optimistic at present. Due to the high R&D threshold, there are only a few manufacturers in China. The ability to produce chips independently, regardless of market size and technical capabilities are very weak. General purpose integrated circuits in CPUs, memories, microcontrollers, and digital information processors
And some high-end dedicated circuits, there are even technical gaps, high-end chips also rely on foreign companies such as Qualcomm, Intel.
In the domestic leading Huawei Hisilicon, the data is not optimistic, Haisi listed for 8 years, shipping on smartphones is only about 15 million units. Due to the backwardness of the domestic chip industry, domestic mobile phones have to use chips from foreign companies, and the use of their chips has provided a soil for monopolistic behavior.
Security issues are also a major hazard when using foreign chips on a large scale. The "Prism Gate" incident revealed that US intelligence agencies have been working on data mining in nine US Internet companies to analyze personal contact and actions from audio, video, photos, mail, documents and connected information. Now with the advent of the 4G era, big data analyzes the data of all 4G terminals to obtain the corresponding information, and excessive use of foreign monopoly chips has buried huge hidden dangers.
The fundamental way to solve these problems is to improve the level of China's chip technology.
From the current situation, Qualcomm is likely to "compromise", President Derek Aberle said: "Whether it is finally resolved, it seems to include some form of fine." This means that Qualcomm must make a 4G license fee. More concessions, this is a good opportunity for Chinese chip makers.
Although anti-monopoly cannot fundamentally solve the problem of China's chip, it has sounded the alarm for the development of China's chip technology. China Mobile requires that the LTE mobile phone must be supported by the five-mode (TD-LTE/FDD-) from May 31, 2014. LTE/TD-SCDMA/GSM/WCDMA), which excludes most domestic chips and can only use foreign mobile phone chips. Taking this opportunity, operators should guide the industry to use domestic 4G chips, and the three major operators encourage the use of domestic manufacturers' chips instead of raising the industry threshold with foreign companies.
Although the current situation is not optimistic, China's 4G chip domestic manufacturers are already on the rise, and domestic 4G mobile phone chips have been launched in large numbers. Datang Lianxin has launched a 4-mode chip, and Huawei released the world's first 8-core LTE Cat.6 mobile phone chip Kirin 920.
The state has strengthened its support for the industry. On June 24, 2014, the state promulgated the "National Integrated Circuit Industry Development Promotion Outline", with a total support fund of 120 billion yuan, and the time interval is from 2014 to 2017. According to the proposed rules, the support fund consists of a financial allocation of 30 billion yuan, a social security fund of 45 billion yuan, and other 45 billion yuan. The CDB is responsible for the formation of fund companies, 40% of which are invested in chip manufacturing and 30% in chip design. This will be the largest support fund for China's IC industry to date, exceeding the total R&D investment of this industry in the past decade.
With financial support, the big environment will be relatively better, and China's chip manufacturers have to improve their technical strength and independent innovation capabilities, and master their own core technologies. Moreover, we must actively participate in the formulation of international standards in relevant fields, so as to truly enhance the right to speak in the market. Mastering the core technology can master the right to speak, and it is dominant rather than being pinned everywhere.
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