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“Triumphant bright nightmare ” rob in life and death of industry of continuance TD chip urgently a favourable turn

May 30, 2008

“The dream did not die, what is more,the rather that we are living still. What is more,the rather that we are living still..

On May 22, shanghai Zhang Jiang microelectronics harbor, vessel core communication (Shanghai) limited company (next abbreviation ” vessel core ” ) president Chen Kai is in his office slowly spat these a few words. Compare with the photograph two years ago, his head became white a lot of, also appear vicissitudes of life a lot of, but mind is good.

He has shut a mouth not to talk now ” appear on the market ” , because vessel core obtained the enterprise that financing, preparation appears on the market two rounds to become from,do not leave 20 people only ” small mill ” , the enterprise also is faced with serious ” capital catenary crisis ” .

From plan appear on the market to be close to ” close ” , the problem that vessel core place encounters is Chinese chip industry only an epitome, front of this one industry faces a crisis: 3G tardy cannot business is used caused all enterprise damage that invest this one domain, and endless investment cycle lets wind cast VC no longer loving this one domain, domino effect the semiconductor industry that disaster reached other link to go up.

Enterprise of TD chip bibcock triumphant of Inc. of bright information science and technology those who close down to make a trade ” watershed ” . More serious is, this one state is worsening.

γ€€γ€€ Pass nearly ” Kaimingmen “

On May 6, 2008, triumphant bright after course of board of directors discusses, announce triumphant operation is ended since bright this day, it is a mark only. In domain of whole chip industry, those who appear is the crisis of entire industry. Area of Shanghai Zhang Jiang garden, exhibit dispatch besides what already appeared on the market beyond, almost all chip industries were encountered ” capital catenary ” the crisis.

Vessel core also is lying in the phase of this an abyss of suffering. Our newspaper reporter calls Chen Kai for many times, did not pick up the telephone all the time. After seeing him, his explanation says: “Very depressed recently, almost I do not receive all telephone calls besides business. Almost I do not receive all telephone calls besides business..

Really, come one year recently, make the Chen Kai at chip industry depressed unceasingly: Vessel core from at the outset complacent prepares to appear on the market, cut down the member of persons employed for two times to now, the company already filled period from the vessel the group of research and development of 80 much people became whole now company to be less than 20 employee; The chip of high-tech product radio frequency that wins multinomial patent now can lay aside and neglect; Also compressed 2 from 6 in the office of microelectronics harbor even…

Want in those days, vessel core also Ceng Fengguang passes indefinitely.

Vessel core is the chip that starts at the same time almost with limited company of the communication that exhibit dispatch kind enterprise, of its research and development be based on chip of radio frequency of 3G mobile phone ” Xia Xin ” , ever was known as ” Chinese radio frequency the first core ” , fill of catenary of Chinese TD-SCDMA industry short board — radio frequency domain.

At the same time vessel core still assumed national hair to change appoint, MII and combination of ministry of science and technology carry out ” class of country of Chinese 3G(TD-SCDMA) industrialization is special ” project of research and development of radio frequency integrated circuit. In the United States media EETIMES judges this respect major go out ” 20 companies that Chinese IC design has development latent capacity most ” in, vessel core is enterprise of only radio frequency…

“Is departure comrade scolding me? ” such reaction when when Chen Kai understanding covers the personnel that Guo Dingxin leaves his post to our newspaper. “Those who make you worth while and proud is, the personnel neither one that leave one’s post scolds you, they understand this adequately is objective reason. ” the reporter is informed according to the facts, a long-unseen smile flits on Chen Kai face.

“Triumphant bright close down the reason depends on, its are all energy is put on 3G, plus change direction not seasonable, just brought about now change. ” Chen Kai and triumphant bright manager Yu Yushu is old good friend, allude when this matter he also sentimental unceasingly. His then sighs gently: “Fortunately we change direction early, otherwise we won’t meet here. Otherwise we won’t meet here..

Vessel core changed SOC of groovy CMOS radio frequency to chip. This one domain already did not have hi-tech content, although profit margin of this one domain already fell from highest 70%-80% ,arrive 10% right-and-left levels, but this let vessel core every months 20 enter Zhang more however. This let vessel core have the power that continues.

Wang Lining ever was one of vessel core tall canal, the Cong Dingxin end March leaves his post. Luo Tingting (alias) the public relations chief inspector of Ceng Shiding core, she also left vessel core recently, “The reason is very much, I must leave vessel core ” . She expresses to the reporter for many times before, will with vessel core ” life and death and in all ” , because of her special the poineering spirit that admires a batch of people such as the Chen Kai in vessel core.

Industry life and death robs

In analyst of company of ISuppli of market research organization Gu Shoujun looks, “Chinese IC designs the sale of the enterprise to will reach 3.6 billion dollar this year. But we if fractionize product, can discover coessential the grim current situation that turns competition. Mobile phone, MP3/PMP and memory get stuck — many 500 company, the sale of the half comes from these 3 products only. The sale of the half comes from these 3 products only..

Gu Shoujun says, semiconductor industry has taken the place of from PC times enters consumption. Began global semiconductor 2005 add fast put delay, till 2012 year increase rate won’t exceed 10% .

In semiconductor mature domain entered an industry ” lifecycle ” while, what high-tech content domain appears is the core that be like a vessel is same ” domestic business cannot be started with the market, capital is refluent two catastrophe are inscribed ” .

In Chen Kai eye, the declining tendency of industry of chip of the end of the year is more apparent already 2006, “Industrialization rate is slow, all products cannot be measured produce, the achieves industrialization first half of the year this year goal that former state predicts cannot come true, be afraid also cannot finish next year. ” electron of beautiful now letter, ATI electron (be bought by couplet hair science and technology) , exhibit limited company of science and technology of ιΈ‰ of day of dispatch, Beijing (T3G)(and big Tang Tongxin recombine) , triumphant bright wait for a batch of enterprises, fold halberd heavy sand on 3G industry of China completely.

Ou Yangge is Shanghai outstanding the manager that gets microelectronics limited company, under photograph comparing, his time have an easy time a few, his company also dismissed many employee recently, but he calls this play ” reduce battalion carry cost ” , his fortunately subordinate multimedia chip already had quite the amount exports the United States, can have 200 thousand dollar every months enter Zhang, “If have such 34 clients, coming down alive is unchallenged. Coming down alive is unchallenged..

Ou Yangge thinks in recent years semiconductor industry appears the crisis, because of what cause by two reasons: It is trade account, the enterprise that semiconductor industry character decided to these are given priority to with research and development causes home market because of technical lead a blank, the quantity basically cannot be reached to produce before 3G fails to apply, and the technology is sophisticated bring about market cycle to become very long again, user brand, faithfulness spends those who wait for a respect to breed same very endless; Another, of venture capital investment not active make they lacked the power that continues to develop quickly.

“It is us not merely bad, the whole world is whole semiconductor industry, the day of a few businesses that includes Korea, Taiwan is uneasy, this is periodic macroclimate, can natural selection. ” Ou Yangge says.

In capital market, core resembling a vessel such TMT(figure is new media) the enterprise ever was VC(venture capital investment person) people love most, but now, they aux would rather the money of pitching ” hit water to float ” , also do not wish to be gone to again in throw money. Of 3G cannot business is used reaching in disaster picture outstanding get such business.

Investment outstanding poineering investment limited company exited gotten soft silver-colored China, the Intel that invests vessel core invests (IntelCapital) company also was exited. “Wind is cast already disappointed. ” Chen Kai appears have no alternative, “2004 first half of the year, when Intel invests us, IBM squeezes consider to come in, but also remove even Intel now endowment, hasten of general trends place. Hasten of general trends place..

Example Sai Baile invests in success be regardinged as by the outside (Zhu Min of president of limited company of Cybernaut) China investment ever overhand industry of a few chip, among them in astral microelectronics limited company, exhibit dispatch to wait to appear on the market successfully already. But he also expresses ” I won’t cast semiconductor industry again temporarily ” , although there still is one lot in his hand,company of semiconductor forward position did not appear on the market.

Already earned from semiconductor domain so like Zhu Min answered a large number of ” true gold silver ” VC, “Already also valued Chinese semiconductor industry no longer ” . “Exhibit dispatch like investment, do very painstakingly. ” Zhu Min says frankly.

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Written by ITTech · Filed Under IT Magazine