However, Zhenguo assembles imported semiconductors into smartphones and other products, and then re-exports most of them. Pen @ fun @ pavilion wWw. ｂｉｑUｇE。 ｉｎｆｏ

After offsetting this part, Zhenguo's actual trade deficit in semiconductors is much smaller than the surface data, which is unquestionable.

However, even if the actual trade deficit is smaller than the apparent figure, the amount is still huge.

This huge trade deficit is mainly reflected in the fact that Zhenguo is still unable to manufacture cutting-edge parts independently, and can only make profits through OEM models such as assembly, which is a backward industrial structure.

After listening to so much market data analysis, Su Rui asked: "Do you think the current chip industry has development prospects? Or whether the domestic chip industry has made a difference, and is it suitable to invest in this industry now?" ”

"At present, the semiconductor industry of Zhenjie is almost ossified, and it is difficult for new companies to develop, especially in the chip industry, which is controlled by several giants, and latecomers have no hope of breaking the pattern. Shen Qing first said the pattern of the chip industry, and then continued: " However, now the difference is that the country has entered, semiconductors for a country, is more and more important, has become the cornerstone of today's high-tech knowledge economy, especially in a big country like Zhenguo, chips occupy an extremely important position, and in order to get rid of foreign technology dependence, Zhenguo has decided to develop its own semiconductor industry, in order to solve the problem of chip technology, Zhenguo spares no expense, as long as there is a need, it is directly through the acquisition of foreign-funded enterprises to obtain technical resources, as well as human resources. ”

"Semiconductor is an industry with a very high demand for technology, talent and experience, in this regard, Zhenguo compared with the United States and other chip countries, there is undoubtedly a big shortcoming, but Zhenguo has been catching up, investing huge amounts of money into this industry, fully supporting the development of this industry. ”

"Zhenguo wants to achieve industrial upgrading, but it does not have the ability to manufacture independently, which is regarded as the "industrial food" of the IT era For example, Zhenguo's state-owned semiconductor enterprises said that they would invest $24 billion with American semiconductor design companies to establish a memory production base in Zhenguo, and the semiconductor group separated from Zhenguo's famous school also said that it would build a semiconductor factory in Zhenguo with $30 billion. ”

"Although the semiconductor technology capabilities of Zhenguo enterprises are 2 to 3 years behind Samsung Electronics, SK hynix and other Korean companies, there is now enough production capacity for the production of low-cost home appliances or smartphone semiconductors, which gives Zhenguo the opportunity to start from the low-cost semiconductor market and gradually expand the market share of the entire semiconductor market, which is the actual situation of Zhenguo in promoting the semiconductor industry in the past few years, and the situation of the semiconductor industry is still very good. ”

In fact, Shen Qing didn't say it, Su Rui also knew about these situations through many channels.

After all, every once in a while, the news media will report on who and who the state-owned enterprises in Zhenguo are cooperating with, establishing semiconductor enterprises, and investing huge sums of money to develop semiconductor enterprises.

In recent years, in order to close the gap, Zhenguo has increased its investment in the semiconductor industry.

Although there are no Zhenguo enterprises in the world's top 20 semiconductor companies, there are a large number of industrial chains that are not weak, from design, chip manufacturing, to packaging and testing, but there is still a certain gap from the world's advanced level, but this does not mean that there is no hope to catch up.

"In 2014, Zhenguo's semiconductor market reached 329.8 billion US dollars, but the self-sufficiency rate only reached about 13.5%, and the rest relied on imports. This also shows that Zhenguo's semiconductor development space is very large, and now with the support of the state, there are many advantages in investing in this industry. Shen Qing analyzed.

In the past, due to the lack of funds, the development of Zhenguo in the semiconductor industry was relatively slow, and in the early development plan, the government invested very little money.

According to a plan designated in 2014, the government will invest 200 billion to 300 billion US dollars in public and private funds, with the aim of catching up with the world's leading companies in technology by 2030, including all kinds of chip design, assembly and packaging companies, so as to get rid of dependence on foreign suppliers, and said that within ten years, the domestic demand market for chips will increase to 70%.

Now, the State Council has issued the "National Integrated Circuit Industry Development Promotion Outline", and has raised more than 260 billion yuan to improve the problem of insufficient funds in the semiconductor industry in the mainland to expand production and international mergers and acquisitions.

It can be seen from this that the Zhenguo government's determination in the development of semiconductors is unprecedented and the best time.

Su Rui said: "Your data analysis summarizes that the chip industry is now promising, with the support of the state, and will enjoy a lot of policy support, this is the best time to enter, right?"

"Yes, if you really want to invest in this industry, now is undoubtedly the most suitable time, and now is the time to come out on top. ”。

Then, Shen Qing changed the topic and said: "However, the strong support of the Zhenguo government for enterprises to invest in the chip industry also shows that it is extremely difficult for this industry to develop, and it is destined to have a low success rate. ”

"I understand that with such a big investment, if you don't develop a good chip, it is equivalent to a wasted investment. Su Rui naturally knew this truth.

However, he was not worried at all, saying: "I am still confident that I can develop a good chip." ”

"Then do you mean that you are ready to invest in the chip industry?" asked Shen Qing.

Su Rui nodded and said, "Don't invest now, let alone when, such a good time, I don't think you should miss it." ”

The development of the chip industry is undoubtedly a long-term goal.

Last year, Zhenguo's domestic and foreign-funded manufacturers used a total of 290 billion US dollars of various chips, but the output of Zhenguo's local chip industry was only one-tenth of this consumption, and in the field of high-value chips, Zhenguo is almost entirely dependent on imports, including processors known as computer brains, and rugged chips embedded in cars, which are all dependent on imports and have no way to produce independently.

Therefore, Su Rui knew that he wanted to realize this dream, and it was undoubtedly a difficult thing to achieve the goal that the Zhenguo government and so many domestic enterprises had not completed for so many years.

But in the face of the life modifier, he believes that these difficulties can be solved in the end.