Rewrite the Technological Landscape

March 11, 2011 must be a difficult day for most Neon people.

However, nature is like this. It never gives human beings a chance to choose. Disasters always come as soon as they are said, mocking the insignificance of human beings with a piece of ruins.

This historic magnitude 9.0 earthquake quickly attracted the attention of the whole world, especially when the news of the explosion of the Fukushima nuclear power plant came out a few days later, and the surrounding countries fell into panic.

In China, a wave of salt grabbing started. No matter how popular science was by the government, it was useless. The salt in supermarkets in many places was looted, and some self-righteous businessmen began to hoard salt to make a fortune.

Salt has attracted much attention because it is the daily needs of ordinary people, but in the end there was no salt panic. On the contrary, ordinary people in another industry did not pay much attention to it, but it had a drastic impact because of this incident, that is, the Huaxia IT industry.

The reason is also very simple. The supply of upstream semiconductor materials from Neon Country has been cut off. In fact, it is not just Huaxia, but the IT industry all over the world has been hit hard.

As the neon country with the most complete semiconductor industry chain in the world, as the world's largest exporter of semiconductor upstream materials, the neon country, because of a disaster, the entire IT industry realized the absolute influence of neon country in this field .

"Mr. Meng, memory manufacturers and LCD panel manufacturers in the United States and Korea have all stopped spot quotations, and Tsinghua Unigroup has just stopped spot quotations." In the morning meeting on March 16, everyone got the latest market information data and market information.

"At present, the biggest impact must be the supply of bulk silicon wafers. The Shirakawa plant of Shin-Etsu Semiconductor accounts for 22% of the global semiconductor silicon wafer production, and is now destined to face a long-term shutdown.

In addition, battery material manufacturers are also the hardest-hit areas this time, and the price increase of batteries should be on the bright side. "

"In recent days, the area of ​​influence has been expanding. Before the earthquake did not hit the core area of ​​the TFT industry, the market believed that the impact on TFT-LCD should be small, but now everyone realizes that traffic, power outages, national mentality and other issues are more serious than ours. It is more serious than imagined, and the impact this time is likely to be more serious than initially estimated."

Meng Qian quickly looked at the overwhelming relevant information, "What is the external sentiment now?"

"Now there are three main directions of public opinion. The first is the accusation against the neon country, accusing them of rigid thinking, insisting on entering such a concentrated industrial layout in such a small and earthquake-prone country.

All kinds of doubts have been raised about the closed psychology of the high-end IT manufacturing industry in the Neon Country in the era of globalization. Now many people are predicting that after this incident, the Neon Country may increase cooperation with other countries and start to build factories abroad. .

The second is the pessimism about the entire IT industry this year. The shortage of upstream materials will not only affect the output of downstream products, but also affect the price of downstream products.

Experts now predict that the impact cycle of this event is about 8 months. For users, it is not a big problem to wait 8 months before buying a computer, but for enterprises, cash flow problems in 8 months may be a problem. collapsed.

I heard that companies such as Intel, Dell, and HP have begun to adjust their sales targets for this year and shrink their R\u0026D budgets.

The third is the upstream materials companies in the United States, Korea, and Taiwan Province. As expected, they began to take advantage of the opportunity. With the shortage of upstream materials in the Neon Country, everyone had to focus on the material suppliers in the United States, Korea, and Taiwan Province.

In the past two days, the business department of Taiwan Province gave us feedback that material suppliers in Taiwan Province are frantically contacting mid- and downstream companies, and want to take the opportunity to expand their market. "

"The first time Nihong Country showed signs of recovery, it encountered a financial crisis. This time, it finally caught up with the great opportunity of IT, and it turned out to be such a trouble. This is really a bit of bad luck." Relatively the most superstitious Fang Chen sighed.

"Don't think about things like luck. The key is that after this incident, no matter how the future develops, everyone will deliberately start thinking about how to deal with the material monopoly in the Neon Kingdom." Meng Qian couldn't help but think of the former Huaxia reaction to this matter.

In the past, in 2011, more than 80% of the upstream materials of Huaxia had to rely on the Neon Country. This matter quickly aroused domestic reflections, and some developments were just in time. This ushered in the "Very Large Scale Integrated Circuit The key goal of Manufacturing Technology and Complete Processes in the next five years is to increase the self-sufficiency rate of upstream materials and equipment, and achieve 10% equipment self-sufficiency rate and 20% material self-sufficiency rate in specific industries within five years.

In the next five years, domestic semiconductor material companies sprung up like mushrooms, and the first domestic semiconductor material development of a certain scale appeared. In the past, 2011 was defined as the initial stage of China's semiconductor materials from scratch.

Although many companies were already doing this before 2011, perhaps considering that the previous competitiveness was too weak, it was defined as starting from scratch.

In 2015, a group of enterprises broke through, and the "National Key R\u0026D Plan" came, and Huaxia Semiconductor Materials entered the stage from weak to strong.

After that, there is the upcoming policy in 2020 that Meng Qian has not seen. The period from 2020 to 2025 is predicted to be the key five years for domestic semiconductor materials. The specific situation will only have to wait for time to give an answer.

This is roughly the development process of Huaxia's semiconductor materials. However, this is all a matter of the past life. Because of Meng Qian, everything has changed in this life.

Meng Qian has been promoting the development of Huaxia's semiconductor materials since the opening of the Shanghai Integrated Circuit Industrial Park, especially the downstream companies represented by Dafeng Group have produced a large amount of demand. Hit the semiconductor material business.

That is to say, in a sense, this life has started the stage of growing from nothing in advance, and Meng Qian almost drove the development of this industry about four years ahead of schedule.

On March 22, Meng Qian came to Yanjing to participate in a meeting. Today there were representatives of nearly 500 companies, all of whom were in the semiconductor industry.

At this time, Huaxia is at a very important moment, that is, to finalize a new five-year plan, so everyone knows that getting everyone together today will more or less affect the development of Huaxia Semiconductor in the next five years.

More than half of these 500 companies are related to Dafeng Group, either as suppliers or partners, and more than 50 companies have invested in Dafeng Group.

At 9 o'clock in the morning, the leader arrived at the scene and began to give a speech, "In 2010, China's semiconductor industry accounted for 22% of the world's total, surpassing the United States for the first time to become the world's largest semiconductor industry.

According to the latest forecast, the scale of China's semiconductor industry will continue to grow rapidly in the next ten years, and it is expected to reach 33% in 2020, accounting for one-third of the global market.

We can clearly see the development speed and potential of our semiconductor industry in China, but we must also be soberly aware of our own problems as the industry scale grows, that is, we have almost no competitive advantage in the upstream material field. Problems with upstream materials will affect the development of our entire industry.

Therefore, the larger the scale of our industry, the more we must pay attention to the development of our upstream materials. "

"It's settled!" Everyone at the scene had this idea in their hearts at the moment, and they finally wanted to further promote the development of semiconductor materials!

There is almost no subdivision of semiconductors that is easy to deal with, and there are almost no semiconductor companies that can break through the world on their own without state support, so every entrepreneur who wants to challenge semiconductors is more or less always waiting for a better one. Policy, this is the confidence to go on.

And now everyone can be sure that the new five-year plan will definitely pay more attention to semiconductor materials.