Regarding Zhou Xin's plan, the benefits of this matter to China are immeasurable.
With an engineering background, and with so many years of experience, the other party knows how important it is for China to occupy a technical link in the industrial chain.
Especially at this point in time.
“After the WTO is negotiated, other multinational giants in the field of consumer electronics will place production in China and final assembly in China. They will choose Chinese suppliers in the supply chain for profit.
But they will not put the research and development of core links in China. Chinese companies will only be considered for profit in the supply chain, and most of these links have low technical content. The difference between the brand I want to make is:
In every link of the upstream and downstream supply chains, as long as Chinese companies meet the conditions, I will let them in, and their participation will gradually increase from 10% to 20%.
Because I position matrix as a high-end brand, I will not relax my requirements on the supply chain, and I will give Chinese companies a lot of opportunities.
Among the upstream and downstream companies surrounding chips, my emerging investments will specifically invest in these companies. "
After Zhou Xin finished speaking, the other party originally planned to support the other party as much as possible, but now he just became more clear on this point.
The other party realized that Zhou Xin was very different from other wealthy people in Hong Kong. He only met Li Jiacheng, chairman of Cheung Kong Group, here in the first half of this year.
Li Jiacheng talked about real estate, ports, and communications industries. To put it simply, the other party was only interested in monopolistic industries.
Contrary to everyone's impression, Li Jiacheng has always been interested in the communications industry. Just two months ago, Hutchison Whampoa sold a communications company called Orange under their name to Mannesmann of Germany for US$33 billion.
When Li Jiacheng came to chat, he mentioned a few points. First, he hoped that the mainland's communications industry could open up to Hong Kong companies and allow Hong Kong companies to participate in the construction of mainland communications facilities; second, he hoped to engage in real estate development in the mainland; Invest heavily in port construction in China.
The latter two points were agreed to by each other. Since 2000, Hutchison Whampoa has invested in a large number of port businesses in mainland China, including Yantian Port in Pengcheng, Gaoqiao Wharf in Shenhai, Beilun Port in Ningbo, etc.
*** knows that these businesses have no technical content. As long as they have funds, any entrepreneur can handle them. Li Jiacheng wants to participate in these industries because they are profitable.
The reason why Xiangjiang enterprises were allowed to participate was their own lack of funds. The thought that whoever makes the money will make a profit, and it is another reason why it is better to let compatriots make money.
But only Zhou Xin could do what Zhou Xin mentioned, and only Zhou Xin mentioned it when meeting him.
There are plans and goals, and the benefits to China are inestimable. It has more technical content in the electronics supply chain.
The other party can even see a future in which Chinese companies cannibalize the entire upstream and downstream electronics industry supply chain.
"If you have any conditions, just say it. We will honor part of it first and then one by one over time."
Zhou Xin took out the plan he had prepared long ago: "I need support from the following aspects.
The first is the overall support policy for the semiconductor industry. Upstream and downstream companies in the entire supply chain, before they enter our supply chain, they either develop their own or buy foreign technology. They need certain tax exemptions and loans to support them. Survive successfully.
I hope China can have a comprehensive support policy in this regard.
You have also been to Korea and Neon to learn about their semiconductor industries. You should know that in these two countries, especially Korea, the government's support for the largest electronic companies is almost unlimited.
Take out whatever you can. China currently does not have a leading electronics company like Samsung, and it only needs policy support. After China's semiconductor companies have given birth to their own Samsung in a sufficiently competitive market, they can increase support. "
"I know Samsung. I also visited Samsung when I visited Korea a few years ago, and I also visited Samsung's semiconductor factory.
Including our recent preparations to gradually introduce CDMA, Samsung is also one of the cooperation partners.
Because semiconductors are a cyclical industry, they will have recessions and peak periods. During the recession, they will be affected by the general environment. These semiconductor companies need to reduce production to cope with shrinking demand.
In almost every recession, the Korean government gave Samsung high-value, low-interest loans to support their expansion during the recession and earn back profits during the heyday.
The loan terms provided by the Korean government to Samsung are something that no American bank can provide to American semiconductor companies, especially during the semiconductor recession period.
I understand what you mean, Director Zeng. Write this down. You will need to conduct research later and visit semiconductor companies in our country to understand their core demands.
During this process, you can also fully communicate with our little comrade. He is an expert in the fields of semiconductors and the Internet. You can refer to his opinions as much as possible. "
Regarding the introduction of CDMA to China, Samsung originally only hoped to provide production lines and components without transferring key technologies. Therefore, China has been unwilling to cooperate with Samsung in this field.
Taking into account China's huge market, Samsung Group finally agreed to transfer its mature mobile communication technology to Chinese companies. Later, Samsung and Kejian jointly established Samsung Kejian (Samsung Kejian) to jointly develop CDMA, GSM and future third-generation mobile phone products.
Director Zeng responded repeatedly.
Zhou Xin is very familiar with the development of the semiconductor industry. Without his intervention, China will launch its own semiconductor support policy in June next year.
But the full name of this policy is to encourage the development of the software industry and integrated circuit industry.
The software industry is mentioned at more length than the integrated circuit industry, and there are far fewer substantive benefits in the integrated circuit field.
There is this article in it: “Integrated circuit manufacturing enterprises that meet one of the following conditions shall be subject to preferential tax policies that encourage foreign investment in energy and transportation.
The investment amount exceeds RMB 8 billion;
Integrated circuit line width is less than 0.25μm. "
This is simply not something that private enterprises can do well. Private enterprises in China can hardly enjoy this preferential treatment.
A big problem faced by semiconductor state-owned enterprises is that the entire semiconductor market changes too fast, and they have too little autonomy to respond to market changes.
"You go on."
“Second, I hope that China will plan an area as a whole to concentrate enterprises with core technological competitiveness in the semiconductor field.
Take the photolithography machine I want to build as an example. The lens, photoresist, light source, etc. of the photolithography machine involve a large number of parts.
In the early stage, I could only choose mature foreign suppliers as my suppliers, but in the future, if there are Chinese companies that can provide similar products, I can find Chinese companies.
Because industries like photolithography machines require a large number of tests on parts and components. Only through sufficient testing can we know whether it works or not, and why it doesn't work.
And before my photolithography machine enters the production process, it also needs to go to chip foundries and vertical processing plants for a lot of testing.
If these upstream and downstream enterprises are concentrated in a science and technology park, then this kind of technology exchange, talent flow, and capital flow will help the development of the entire industry.
Just like Silicon Valley, the Hsinchu Science and Technology Park developed by Wanwan and others has a similar concept.
Although Huaguo is large, its scale and technological content in the semiconductor field are not as good as Wanwan's. Huaguo's science and technology park planning is too scattered. I think it needs to be concentrated in one place.
After the park could no longer accommodate it, it spread to the surrounding areas, forming a chip industry cluster similar to the San Francisco Bay Area. "
Because of the following assessments, every city and every province has a need to attract investment. It is difficult for China to concentrate on one area in the semiconductor field.
Semiconductor companies are scattered throughout the coastal provinces, from Guangdong Province to Jiangsu Province and then to Fujian Province, and they do not have a good synergy effect.
“What we are currently planning is Shenhai’s Zhangjiang Science and Technology Park. When this land is used up, we can expand to places like Huaqiao and Kunshan in the future.
China is in short supply of everything else, but there is no shortage of land. "
"Then we need to give full play to the scientific research role of universities and let them participate in the development of enterprises in the semiconductor industry."
"No problem. We have actually been exploring mechanisms in this area, such as school-enterprise co-construction, enterprise-based integration of industry, academia and research, etc. Of course, I know that what we have done now is far from enough. We will increase our efforts in this area in the future. Research."
I've been lazy again lately.
(End of chapter)
