Semiconductor domestic alternative irrevocable two leading stock opportunities highlight
Time:2018.04.28 Browse 130 Second
The localization of the chip still has the way to follow. In the past, China has accumulated on digital chips, but the analog, power, FPGA and other chips that involve complex processes are still being manufactured. There are many types and applications of these chips, which will affect the normal operation of the products once they are missing. The ZTE incident, the United States to stop the chip supply after the impact of Zhongxing huge, and even the United States patent licensing products have also entered the restricted directory. The United States has continued to tighten its technical blockade on China, but China still has a way to get technology through more cooperation with European companies, and it is also an effective way to avoid patent restrictions and technical blockades through more investment in overseas technology start-ups.
Semiconductor division of the world is obvious, apart from the United States, Japan, South Korea and Europe have their respective leading positions in different fields. Compared with the realization of comprehensive localization, it is more feasible to achieve breakthroughs in some key areas. In the context of global division of labor, some sectors are leading the world and can guarantee supply chain security through patent mutual authorization. Chips that do not require software ecosystem matching are more successful in localization. At present, CPU, GPU and other fields are more difficult to make homemade. As a result, companies such as Intel and NVIDIA have accumulated a large number of patents, and there are no open public editions like ARM. More importantly, these chips need to be highly compatible with software, even on chip hardware performance indicators, but for a large number of software. Lack of tolerance will become a new problem. There is a risk that software does not support chips.
The company's microprocessor chip can be applied to IoT, biometrics, two-dimensional code, smart home appliances and other fields besides smart speakers. In the field of intelligent video chip, the company's products can also be used in the field of Pan video, such as vehicle recorder and UAV. Because of the obvious advantages of the company chip in power consumption, the battery type IPC is also very suitable for the company to enter.
As a domestic wafer level chemical leading enterprise, electroplating liquid and other products take the lead in breaking the foreign monopoly. The downstream customers are the domestic leading sealing plant and Foundry, involved in the 300mm large silicon wafer, the wafer level packaging wet process equipment and the high resolution photoresist field. The industry barriers are very high, all are the domestic blank.