SMM News: 2020, the epidemic ravaged the world, the economic environment is facing downward pressure, but the domestic semiconductor industry is not depressed. At the same time, under the background of uncertain international situation and uncertain market, a group of semiconductor manufacturers rooted in China and optimistic about the development of the Chinese market gathered to unveil SENSOR CHINA 2020.
Suzhou Naxin Microelectronics: keep your strength and don't lose yourself because of capital or industry heat.
As the first professional IC design company for sensor system in China, Nanxin Microelectronics focused on two products at this year's SENSOR CHINA, one of which is the newly released LIN bus interface sensor signal conditioning chip NSA (C) 9262, and the other is MEMS integrated gauge pressure sensor NSPGD1 with air nozzle DIP8 package.
It can be said that "high quality" and "wide coverage" are important labels of nano-core micro-products. It is understood that the company's main products focus on the signal chain, including sensors and digital isolators. The products are widely used and can be covered in the fields of automobile, industry, consumer electronics, home appliances and so on. In addition, Naxinwei also has a very important development direction-making cars.
Gao Honglian, vice president of microelectronics marketing and director of sensor product line, said in an interview on SENSOR CHINA 2020 that the company's strategic goal for the next five years will still focus on the signal chain, and will continue to layout combined with product content, and strive to become an industry leader.
In terms of automotive electronics, Nanxin Micro is also determined to become a supplier of automotive chips. Gao Honglian pointed out, "on the whole, our starting point is to be customer-oriented, that is, to lay out products for the short-term, medium-term and long-term needs of customers."
However, it must be admitted that while local manufacturers share the domestic market share, foreign manufacturers are still not to be underestimated. In the world's largest semiconductor market, China's domestic suppliers are constantly sharpening their knives and industry, trying to break down the technical barriers of the international industry bit by bit.
In this regard, Gao Honglian also gave a consistent answer. He pointed out that, first of all, for downstream system manufacturers, there is a growing awareness of the importance of supply diversification, and timely replenishment of products can greatly reduce the risk of production projects. In addition, the technical level of domestic suppliers is also constantly improving. Compared with the past two decades or even ten years, the level of domestic chip suppliers has made a 'qualitative' leap. Therefore, under the traction of downstream customers, the design company provides products that meet the needs of the market, and the two sides are more and more consistent in the degree of matching.
In addition, for the increasingly perfect domestic supply chain system and competition pattern, Gao Honglian said, "Competition will definitely continue to exist, and competition is a good thing." If there is no competition in an industry, it will stagnate and become a backwater. So on this point, we welcome competition very much, and we are not afraid of competition. "
Gao Honglian further pointed out that competitiveness is the core of a company facing numerous and complex competition patterns, and it is necessary for a company to have its own uniqueness in order to survive in this market.
Gao Honglian added, "manufacturers should not only lay out what they are good at, but also lay out in the direction where downstream customers have real needs." Only by combining the two aspects can we have a real final product landing, rather than staying at the PPT or conceptual stage. "
But we must not lose ourselves because of the popularity of the capital market or the industry of this era. Gao Honglian said that semiconductor companies should maintain their concentration, focus on their own development direction and core competitiveness, and continue to run on their own track instead of laying out everywhere.
Wuxi Core sensible Semiconductor: pay attention to the industry gap and become bigger and stronger step by step after seizing it.
For many domestic semiconductor manufacturers, the opportunities brought by the epidemic outweigh the challenges. At this point, Wuxi Xin Senzhi Semiconductor Co., Ltd., which focuses on MEMS pressure sensors, is no exception.
It is understood that in the case of the plant shutdown caused by the epidemic, the shipment of Wuxi core sensible MEMS pressure sensor has also been hindered to a certain extent. Liu Tongqing, general manager of the company, pointed out, "We set up a closed test factory at the end of April. Now our industrial chain, in addition to wafer manufacturing can not be done, from chip design to packaging testing, as well as the calibration of the whole machine module is done by ourselves. "
In addition to forcing enterprises to seek independent laws, the epidemic has also promoted industrial growth to a certain extent. In this regard, Liu Tongqing said that this year's epidemic has had a little effect on the growth of the company's performance. Including after the end of the epidemic, shipments of pressure sensors will grow very fast, and the quantity will break through very quickly, at least two or three times higher than in previous years.
According to Liu Tongqing, the company's monthly shipments are about 2 million. He also pointed out that the company's MEMS pressure sensor product model should be the most comprehensive in China, in addition to many products and domestic counterparts are targeted, there are many products aimed at some international manufacturers, such as Honeywell and so on.
But at the same time, he also pointed out that at present, we can only start from some small areas, explore our own experience, and constantly improve our level.
As we know, sensors are a very subdivided industry, and no manufacturer in the world can cover all aspects of their products. Pay attention to the industrial gap, and then expand step by step, and finally can gradually compete with the international mainstream market and have a say.
In addition, in the face of competitive pressure from international sensor chip giants, Liu Tongqing also pointed out that domestic end customers have realized that localization may be a big trend. Under the dual influence of the trade war and the epidemic, localization is expected to be faster and faster, and we are confident that many of our products will enter first-tier brands in the future.
Aizhi Sensor (Shanghai): sharpening knives does not make mistakes in chopping firewood, and localization also takes time.
For more than 50 years, Aizhi sensor has always been at the forefront of air quality sensor technology.
Zha Zhongfang, deputy general manager of the company's Asia-Pacific region, vividly described SGX as "an academic enterprise" in an interview. It is understood that the company's products are widely used in automotive air quality monitoring, indoor air quality testing, and industrial safety of flammable and explosive gases and toxic gases.
On the SENSOR CHINA 2020, Aichi sensors have also been introduced, including sensors for thermal runaway cars, gas, and so on. Solution.
Compared with competitors in the industry, Zha Zhongfang said that the advantage of Aizhi sensor lies in its technology and R & D capabilities, as well as customizable product research and development. As far as the same industry is concerned, the action of the company is often early, fast and accurate. Specifically, the research and development of the company's gas sensors will target the laws and regulations of the target countries. In addition to accurate calibration, at the same time, the company can also achieve timely feedback, the use of more accurate technology to launch the corresponding products.
Cha Zhongfang further said that now the company's annual sales in China can reach more than 2 million, accounting for almost half of the market share.
With such advantages, Aizhi sensors are naturally accelerating global expansion. In this regard, Zha Zhongfang said that as far as the whole group is concerned, the internal driving force is very strong, because after SGX was acquired by Amphenol, with the support of group funds, coupled with technical advantages, it can be said that it is a strong partnership.
In terms of external conditions, with the development of the automobile industry, people have higher and higher requirements for the air quality inside the car, and even the outside environment for the air inside the car. SGX's products just meet this demand.
Now what Aizhi sensor needs to do is to be "stable", that is, to target the concerned market for product development.
In addition, Zha Zhongfang also stressed, "the group and SGX are very optimistic about the Chinese market, and we will slowly transfer the entire industrial chain to the Chinese region." The localization layout of the product has begun, but due to the difficulty, it will take some time. "
WeChat Intelligent Technology (Changzhou): strive to produce better domestic sensors and get rid of import dependence as soon as possible.
"We are working hard to create better domestic sensors for everyone to get rid of import dependence as soon as possible," Zhu Yiming, sales manager of WeChat Intelligent Technology, said in an interview.
This is a relatively young sensor company with an inconsistent mission and sense of responsibility.
Zhu Yiming said that in recent years, domestic sensors are mainly dependent on foreign imports, while micro-communication technology focuses on continuous breakthroughs in the field of motion sensors with ARM magnetic technology as the core and MEMS as the core. "Today, the core technology of WeChat technology is no less than that of other domestic brands, and we have local advantages in customer application services."
In addition, Zhu Yiming said that WeChat is also increasing investment in research and development, accelerating the integration of integrated circuits and sensors, and adding AI algorithms to improve the performance of products, and strive to create better domestic sensors for everyone, hoping to get rid of import dependence as soon as possible.
However, he also admitted that "WeChat technology is relatively young, we are steady, continue to break through at the same time, but also continue to accumulate brand effect, and improve product shipments."
As for future planning, WeChat will also focus on developing in the direction of automotive sensors and try to break into the front.
At present, the strategic traction of new infrastructure and Sino-US trade disputes have brought unprecedented opportunities for the domestic semiconductor industry, and the scale of the sensor market is bound to show a trend of rapid growth. This will not only greatly promote the breakthrough and innovative development of sensor technology, but also provide an once-in-a-lifetime opportunity for the sensor industry. In this century opportunity where challenges coexist, real breakthroughs can only be achieved by keeping our feet on the ground.