In March, the Shanghai Messe Electronics Show and SEMICON China2019 opened one after another, presenting a brilliant “Carnival” for the semiconductor industry. The domestic and foreign semiconductor industry executives and famous bachelors focus on the industry hotspots, the latest technology in the industry, the latest highlights of the company and products. Top topics such as innovation are actively discussed, sharing opinions and interpreting development trends.

Intelligent networked car resurgence

Modern traditional cars are moving towards “new four”, and this trend is fully reflected in the Shanghai Electronics Show in Shanghai. The Munich Electronics Show set up a new energy and intelligent network car innovation development forum in Automotive Electronics. In the forum, electrification, networking, intelligence, and sharing have become hot topics. Experts pointed out that intelligent networked cars bring more than just a change in travel style, but also a revolution in the field of automotive electronics.

“Intelligent networked vehicles not only require vehicles to be intelligent, but also require roads to be intelligent, traffic to be intelligent, and cities to be intelligent. Therefore, intelligent networked vehicles not only require the unilateral efforts of the vehicles, but also require multiple industries together. Co-development." Chen Qingquan, academician of the Chinese Academy of Engineering, academician of the Royal Academy of Engineering, and founding chairman of the World Electric Vehicle Association, told the China Electronics News.

"The arrival of intelligent network, the most obvious increase is not vehicles, but automotive electronics." Zhao Fengyu, deputy general manager of Taiwan Semiconductor Co., Ltd. told reporters that the arrival of the Internet of Vehicles has opened a new chapter for power semiconductor companies. “In the automotive field, semiconductors have grown very large. In the early days of the car, the windows were all hand-cranked, but with the advancement of technology, even the seats were equipped with multi-functional services. It is conceivable that the intelligent assisted driving system ADAS, and In the future, true auto-driving will have a big demand for electronic devices.” Zhao Fengyu told reporters.

In the field of automotive electronics, the first companies affected by intelligent networking are power semiconductor companies such as SiC and MOSFET. Zhao Fengyu said that the proportion of cars using electronic components is growing, and even the market is in short supply. "Since last year, we have expanded our power semiconductors, and the scope of expansion has even included post-packaging. The development of fuel vehicles to electric vehicles is a trend, so the number and proportion of power components will rise." Zhao Fengyu told reporters .

The second enterprise affected by the intelligent networked car belongs to the power class. Lu Ping, deputy general manager of China North Core Systems Co., Ltd., said in an interview that intelligent networked vehicles are bound to trigger demand for high-performance computing, and the most basic supporter of high-performance computing is power devices. "The back of all intelligent industries is actually computing, a lot of calculations. In addition to the more advanced algorithms that support these calculations, it is the demand for power devices. With the development of technology, the current requirements of single channels even reach 1000A, which means that a small loss on the bus, it is possible to burn the entire board. This is a challenge to the power supply manufacturers," Lu Ping said.

"Intelligent networked cars will change the society, lead the industry, help artificial intelligence, the rapid development of the Internet of Things, and promote the development of all walks of life." Dean of the Suzhou Automobile Research Institute of Tsinghua University, deputy director of the State Key Laboratory of Automotive Safety and Energy Wave told the China Electronics News reporter.

Semiconductor manufacturers benchmark 5G

Zhang Suxin, secretary of the party committee and chairman of Shanghai Huahong (Group) Co., Ltd., said in the opening keynote speech of SEMICON China2019 that emerging areas are increasingly becoming the driving force for future market growth. In all emerging areas, 5G communications will carry 4K/8K video, AR/VR, Internet of Things, autopilot and other applications, and is expected to be the driving force behind the next wave of technology.

The first to be affected by 5G is the field of semiconductor materials. In 2019, Huawei released the first foldable 5G communication mobile phone, setting off a 5G application style. In order to comply with the market trend, semiconductor material manufacturers also opened up a valuable new research and development. "The leap of communication technology from 4G to 5G will drive the demand for materials in the market and is a driving force for the growth of the industry. For example, 5G foldable mobile phones, the requirements for chemicals such as photoresist will be higher, and our research and development costs are also While rising, but at the same time, it will also trigger a wave of 'changing the tide', which will drive the development of mobile phone companies, and on the other hand will inevitably lead to the development of the material industry." Deputy General Manager of Taiwan Yongguang Chemical Industry Co., Ltd. Zhao Wen told the China Electronics News reporter.

Toshiba Semiconductor Executive Technology President Oshima Oshima said at the SEMICON China2019 sub-forum, the Memory Development Forum, that the key points of flash memory outbreaks are inseparable from the leading technologies such as big data, AI, Internet of Things, and autopilot. 5G is known for its high transmission speed, and the data is exploding. For this trend, the most affected is memory. On the one hand, mobile phones and other end products will increase the demand for storage. The 5G to 4G innovation will also promote the replacement of a wave of mobile phone products. "5G communication is bound to stimulate the growth of mobile phone demand again, which will drive the development of the storage market." Oshima said.

Industry issues to be resolved

Sillon Global Vice President and President of China, Ju Long said in the main forum of SEMICON China2019 that talents are the key factor for the sustainable and healthy development of the semiconductor industry. At present, the innovation and continuous development of China's semiconductor industry are inseparable from the foundation of talent. Ajit Manocha, President and CEO of SEMI, also mentioned talent issues in his speech at the main forum. According to Ajit Manocha, the global semiconductor market reached $490 billion in 2019, $825 billion in 2025, and $1 trillion in 2030, all of which are inseparable from the support of talent. Ajit Manocha believes that the biggest problem facing the semiconductor industry is the talent problem, and there will be a huge talent gap in the future.

Unlike previous SEMICON China, this SEMICON China2019 opened up the WFD (Golden Talents Program) area and the SEMI China Talent Program Leadership Summit during the same period. Invited more than 20 domestic and foreign corporate executives to explore the challenges and difficulties faced by the global semiconductor and electronics manufacturing industry in attracting, retaining and nurturing talent.

At the SEMI China Talent Program Leadership Summit, Liu Erzhuang, vice president and general manager of the China-based region, and chairman of the SEMI China Talents Program Advisory Committee, said that in response to industry challenges, it is necessary to attract and cultivate the talents needed for the development and innovation of the semiconductor industry. “As a member of the Advisory Board of the Program, the Panlin Group will rely on its rich industry resources and market insights to focus on the challenges of talent development and provide advice on cultivating talent programs and project implementation to help the industry achieve its talent development goals.” Liu Erzhuang Say.