Author: Jiang Siying
In recent years, China and the United States have brought many good opportunities to many countries in Southeast Asia.India is one of the beneficiaries.
As a large population of the same population as China, India has actually promoted the development of the local integrated circuit industry in the past years.But in the last year or two, they seemed to have changed their strategies again, especially after the Risc-V became hot, they found a updated entry point.
Is the Indian semiconductor rising?
Opportunities for the electronic industry
India is known as one of the largest electronic markets in the world.In the information age of time in the 1990s, the Internet began to popularize and gradually changed people's lifestyle.Due to the opportunities brought by the Internet, the electronics industry has presented unprecedented prosperity, and this prosperity also provides opportunities for Indian development software.In this opportunity, the Indian government has issued documents to vigorously support the software industry and introduce a policy of zero tax to give priority to the bank loan of software and service companies.It triggered a revolution in the Indian software industry.
Bill Bull; Gates predicted that the software superpower of the next century will be India.Based on this market environment and the support of the Indian government, in the millennium, the Indian software industry formed a certain scale.As the legendary figure predicted, India began a counterattack through software outsourcing.According to global economic data, in 2009, India's share in the global software outsourcing market was 51%, which was further increased to 58%in 2012.
While the Indian software industry was booming, India signed an information technology agreement (ITA-1) in 1997, but was considered to kill the country's hardware development.According to the content of the agreement, India promises to fully cancel all tariffs (import tariffs) of IT hardware.ITA covers a large number of high -tech products, including computers, telecommunications equipment, semiconductor, software, scientific instruments, and most parts and accessories of these products.Due to the decrease in hardware tariffs, the hardware company that has just started India has faced the dual crackdown on more mature technology and price abroad.In addition, some free trade agreement rules also specify a higher tax rate than the finished product, which leads to the predicament of Indian local hardware manufacturers.
The uneven development between software and hardware has not affected the enthusiasm of the Indian people for electronic products.As a country with a billion people, its electronic market demand can be imagined.With the needs of the Indian electronics market, it will inevitably drive the development of semiconductor products.
According to data from the Indian Electronics and Semiconductor Association (IESA), by 2025, the value of the Indian semiconductor component market is expected to reach US $ 32.35 billion, with a comprehensive annual growth rate of 10.1%from 2018 to 2025.
In fact, since 2005, India has begun to realize the development opportunities of semiconductors in the future and decide to develop the chip manufacturing industry.However, due to the global economic crisis in 2008, this idea and related policies were stranded.It was not until 2012 that India restarted the emphasis on semiconductor.
According to Businessl Line, India's Electronic Policy (M-SIPS) was announced in 2012.This policy covers various electronic industry departments, including electronic components and semiconductors, defense electronics, vehicle electronics, industrial electronics, strategic electronics, etc., and plans to establish 200 electronic manufacturing settlements (EMC).Its goal is that by 2025, the domestic manufacturing industry will achieve a turnover of US $ 400 billion, establish a cluster for the entire value chain, and directly or other ways to hire more than 100 million rupees to achieve a 32 % growth rate.
In the 2017-18 Alliance budget, the Indian government will increase the appropriation plan for the improvement of the special award plan (M-SIPS) and the Electronic Development Fund (EDF) to 7.45 million rupees ($ 111 million) to provide promoting semiconductor and the promotion of semiconductor andThe development of electronic manufacturing.
In addition, according to relevant media reports, in April 2018, the Indian government also quietly flowed out a series of chip strategy to serve its rising strategy.The most magnificent part of this plan is to hope that India can achieve completely national production in 2020, so that India can gain strong technical autonomous capabilities.
On February 25, 2019, the Indian government released the Indian electronics industry's 2019 National Policy On Electronics 2019. This national policy reflects the Indian government's unswervingly promoting Indian manufacturing and digital Indian plans.In this plan, it clearly states that India should vigorously develop the electronic industry industry including semiconductor equipment and display manufacturing equipment, and create a vibrant and diverse FABLESS Chip design ecosystem; transform India into India intoThe major powers of electronic products manufacturing and exports, through material stimuli, establish a large ecosystem of electronic system design and manufacturing, to achieve positive international collection.
Based on software, develop semiconductors
As mentioned above, India has great advantages in software.However, because Indian outsourcing has also worked for European and American companies for a long time, and rarely invests in technology development or product development, it has also missed the opportunity for development.At the same time, due to the large -scale application of big data and cloud computing, Indian software outsourcing that lacks R & D has also been challenged.
But with the experience accumulated in the software field for many years, India does not have no opportunity to develop.In terms of semiconductors, according to EETIMES, in recent years, some multinational semiconductor companies have established India design centers.More and more local companies are conducting chips and IP design, and most American companies are front -line offices.Large EDA companies are bringing more and more jobs here.
Although India's semiconductor industry is underdeveloped, they have a large population. They have invested a lot about technology. In recent years, they have also become a new force in global semiconductors in the world.India has a strong design foundation and has more than 120 units.According to data from the Department of Electronics and Information Technology, nearly 2,000 chips are designed every year in India, and more than 20,000 engineers are studying all aspects of chip design and verification.The government attaches great importance to developing the ESDM ecosystem in India.There are several subsidies and other rewards for the establishment of electronic manufacturing units in India.
According to The Economic Times, India is seeking to create a local mighty fabal semiconductor design ecosystem.The report said that in the past two decades, many global semiconductor companies, such as ARM, Qualcomm, Intel, Cadence, and Texas instruments have established design and software development infrastructure here to help India create a large number of chip development of chip developmentTalent.The Indian government hopes to use these talents to help entrepreneurs to carry out chip design and research on wafer semiconductor ecosystems.
With this encouragement, India has also moved in the semiconductor field in recent years.First, India has determined that RISC-V has become a national instruction set.In this regard, the Shakti project team responsible for the development of RISC-V has adjusted its goals to develop 6 open source processor cores based on the RISC-V instruction set, covering 32-bit single-core micro-controllers, 64-core 64-bit high performanceMultiple applications such as processors and security processors.According to fast technology, recently, India's first CPU was born, and software development has started MDASH; MDASH; the Madras Campus of the Indian Institute of Technology (IIT), the top university in India, has released its first processor.Shakti's SDK software development package, and promised to release the development board quickly.It is reported that the first batch of SHAKTI processors planned up to 6 different series, each for different markets, claiming to be competitive in the core area, performance, and power consumption compared to the current commercial processor.
In response to the popularity in the 5G field, Indian companies did not give up this opportunity.OutsideAccording to media reports, Signalchip also launched India's first semiconductor chip for 4G / 5G connection this year.It is reported that the chip series codenamed Agumbe is the result of Signalchip engineer for more than eight years.Agumbe will be used for 4G / LTE and 5G NR modem, which will achieve high -speed wireless communication.
In addition to individual companies achieved some achievements in the semiconductor industry, India also started to establish a semiconductor wafer plant on the basis of business.According to Economic Times, India does not currently do not have a commercial semiconductor manufacturer, only two laboratories.One is the semiconductor laboratory Co., Ltd. owned by the Indian Space Research Organization of Changdigal, and the other is the Sitar of DRDO. Both laboratories are produced by chips for national defense and space requirements.In addition, according to relevant news, the Indian government is likely to start a feasibility study of the 250 billion rupees of the Nitrogen Semiconductor Worse Factory proposed by scientists of the Indian Institute of Science (IISC).Local investment semiconductor industry.
Talent strength+providing motivation for foreign enterprises and construction plants
From the current point of view, the Indian semiconductor industry is still backward.But the huge talent behind it cannot be underestimated.Throughout the current technology industry, it is not difficult to find that many companies' executives are Indian.The Indian CEO of the two major empires of Google and Microsoft refreshed the upper limit of Indian executives.
In addition to these famous Indian executives, India also attaches equal attention to the new generation of talents.The Indian Institute of Technology, known as the treasure in the Crown of India, has transported many talents to the global science and technology industry.As far as the research and development capabilities of VLSI and chip design in the semiconductor industry, Bangalore and the Indian Institute of Technology, Mumbai's Nano Electronics Excellence Center is very prominent.Secondly, because India's official language is English.Therefore, when this part of talents dock with European and American companies, they have less language barriers.
It has been developed from talent gathering places to an industrial gathering place, which has been well confirmed in India.India's electronics industry is mainly distributed in New Delhi in the north and Bangalol, located in the south. Bangalore has always been known as Indian Silicon Valley. International manufacturers such as Intel, IBM, Microsoft, Google, etc. have all set up research and development bases in Bangalore.In addition, these two places have also attracted many semiconductor manufacturers to come to invest.Among them, Ying Fei Ling and the former Feisica.
In addition, the Indian Electronics and Semiconductor Association (IESA) also signed a memorandum of understanding with the Singapore Semiconductor Industry Association (SSIA) to establish and develop trade and technical cooperation between the electronics and semiconductor industry between the two countries.
According to the headlines, IESA also established an accelerator for the faultless semiconductor startup in 2018, named the semiconductor -free wafer accelerator laboratory (SFAL).IESA hopes to design chips for energy measurement tables, LED lighting, smart cards, rural broadband, IoT solutions and other product design chips in China.It is reported that the IESA accelerator plans to accelerate 20 startups in the next three years, accelerating about 50 companies in the next five years.The Kanatakian government has invested 215 million rupees to this accelerator, and a total of 560 million rupees will be invested in five years.
Can India challenge China?
The rise of the electronic market provides opportunities for development of semiconductors.In my country and India, as two of the most promising emerging electronics markets, they have great demand for semiconductor products.In the past, the semiconductor products of China and India mainly rely on imports, but due to various reasons, the increase in the localization rate of semiconductor products was proposed by the two countries.Later, the governments of China and India began to support related industries and launched a series of policies.
In the past two years, India's actions in the semiconductor industry seem to have become particularly frequent.What impact will India bring in the competition of the semiconductor industry?
As the second largest country in the world, India is very rich in human resources.In order to participate in the competition of the semiconductor industry and achieve the goal of increasing the domestic rate, it is very likely to take the route from low -end to high -end products.In terms of low -end products, India relies on its huge human resources and cheap labor, and in a relatively short period of time, those semiconductor products that can be generated through labor may be developed rapidly.my country's semiconductor level is currently at low -end products.As a result, India's development of semiconductor industry has also sounded alarm for our country.(In this case, there may be a threat to the low -end sealing and testing industry. However, India's infrastructure construction is poor. Perhaps in addition to spending money to buy semiconductor equipment, it also costs a sum of money to improve the surrounding infrastructure and hydropower supply.And traffic.) In addition, in terms of IC design, China and India have made progress in some areas.According to the list of the top ten most potential semiconductor companies in India announced by Siliconindia in 2018, we found that most of these companies are IC -based companies.The products of these companies mainly depend on foreign companies to buy. If they can meet the requirements in terms of product performance, they will also eat the cakes of Chinese companies.
In terms of downstream terminal applications, both China and India have shown a huge incremental market.As far as some areas are concerned, India is actually one of the main exporters of electronic products in my country.According to a data from IDC, the market share of Chinese mobile phones in 2018 has accounted for nearly 67%of the Indian market.Perhaps because of the protection of local companies, India has raised the tariffs on its export mobile phones to 20%last year.And this may also affect the market share of Chinese mobile phones in India due to the price problem, which has enabled Indian related industries to develop.(Xiaomi started from a mobile phone, and then began to develop a chip; Gree occupied the market from the air conditioner, and then it was also reported to smash money as a chip. Through these two incidents, it seems to be foreseeable that this may be another path to develop semiconductor.)
Generally speaking, compared to India, my country's semi -conductive industry has a good foundation and has certain advantages.The advantages of India's many years of experience in software outsourcing and low labor costs have provided a certain foundation for its development of the semiconductor industry.In addition, in the past two years, the Indian government has opened many preferential policies in the semiconductor field, which may also attract many international manufacturers to invest, thereby driving the development of the Indian semiconductor industry.At the same time, the recent instability of the global trade situation has also brought many uncertain factors to the development of semiconductors.As a result, no one can relax on this road to develop the semiconductor industry.
