On December 2, Cypress and Spansion announced $4 billion worth of stock exchange, the two companies merge. Will tell from the impact on the international industry, it is a small matter, then it caused by thinking in my mind like a cloud ManQing silk, slowly, lingering: a few years ago had suggested a associated with Spansion depth domestic companies to buy it, and the recent domestic and forces to mergers and acquisitions Spansion, thereby to explore the development of the storage industry in China.
Industry news frequently lately, qualcomm, Intel, mediatek and violet light you I "on stage", occupied most of the book of the media, like integrated circuit is the communication baseband chips.
Is communication baseband chips is an important part of the future chips competition, but in fact the whole market up to about $30 billion, also by a handful of companies in South Korea, the United States and Japan monopoly store market is as much as $80 billion, at the same time memory chips imported $60 billion every year in China! Far more than the CPU chip and communication market "hot spots". If integrated circuit is the food industry, the memory chip is grain of rice, on the importance of the industry known.
The necessity and the urgency to China's development of memory chips don't need to say more. In this country outline, big fund, after chip rise to national strategy, if you don't consider how memory development, then China's storage industry and even the entire electronics industry will be "while, also". So the question comes, in the international giant suction gold, highly monopoly and change extremely fast international competitive industry, how to enter China? This problem is too big, learn oneself also can only embrace of the shallow, uneasy mood, a few peripheral storage industry development issues put forward their own ponder imho topic.
The relationship between domestic enterprises and international mergers and acquisitions: inside and outside and repair, synchronized, give priority to with me, to seek cooperation, looking to mergers and acquisitions
In past, there have been several wave strength hope that through mergers and acquisitions of international companies in China to obtain the storage industry the tickets for the marathon, from the strange dream to achieve, will now Spansion, from DRAM to NAND and NOR, however, have ended in failure. Admittedly, through international mergers and acquisitions related technologies, patent and partners, this is the fastest, which is the most realistic, but international mergers and acquisitions has too many variables, mastery and an operational, especially in the existing memory chip manufacturer is less and less, basic don't have the m&a may, under the cruel reality of the whole national storage industry with the help of through international mergers and acquisitions "of a bought the idea of" only "good will"; If I start to do it, not only conform to the law of industry, more deadly is the source of technology, partners, and patent authorization have become "a castle in the air", is "hope". For the development of China's storage industry, the domestic enterprise is necessary condition, and the international merger and acquisition is a sufficient condition. So the thinking of development of storage industry must be "inside and outside and repair, simultaneous, give priority to with me, to seek cooperation, looking to mergers and acquisitions".
That is actively supporting the existing storage competitive in the field of leading enterprises, accumulate talent base, improve the depth of industry, strengthening industry law cognition, steadfast good development of domestic enterprises, domestic enterprises to come up to the first game of the runway. Overtaking "corner" is the premise of the first, and on the road ran a period of time, to get familiar with how to run. In the competitiveness of domestic enterprises have a preliminary industry at the same time, vigorously strengthen the management of the enterprise and integration ability. Before there were no acquisition possibility through market exchange or capital means actively seek international partners, from the cooperation, to the partnership, whether by merger, is the fate, to is an opportunity, but must be before the arrival of the fate and the opportunity to our own progress and preparation, because luck favors only the prepared person.
Manufacturing and design: the relation of close cooperation, upper and lower linkage, coordinated development and synchronous support, innovation model
"Mountain, can offend jade". From samsung, micron, hynix and Toshiba industrial giants from experience "with" change "the winner", Taiwan memory industry from the lessons of "industry" industry "miserable", memory must be IDM or closely simulated IDM industries such as manufacturing and design patterns, pure storage contract or free storage design are only the "residual main cup with cold, latent BeiXin" everywhere, difficult to become the final winner. And storage areas in China difficult to IDM company's reality, through innovative business model, and the domestic manufacturing company, design company and terminal company "with the development of the danger," formed over general close relations of cooperation, customers and suppliers to become commercial IDM, in this way can domestic manufacture, design and use of upper and lower linkage, coordinated development, the common solution to capital, technology, design, product and market, etc. Only in this way can the government's strong support have the good effect of synchronization support, get twice the result with half the effort. And only in this way can truly made in China in the field of storage, the Chinese design and Chinese use, solve the huge domestic market demand and key security considerations.
The relationship of the central and local governments, national strategy, central to an organic whole, concentrating, supporting the leading, support for a long time
With a marathon of "spirit" and "physical" double test, memory test technology and capital. And the fund size is allowed the big fund also cash-strapped amount! From the chart below is not hard to see, want to compete with the international competitors, at least take as their capital. There is no end in the marathon, the endless abyss, the long life of protracted war for us after the entrants can only be "big do or not do".
Lack of source of technology patents, talent team hard, money support high, after we as entrants, if you want to from scratch, from weak strength, you must rise to the national strategy, and this is not a place to assume the responsibility of the government. On the international problem, we must be strengthen the overall planning, implementation, central to an organic whole; Pooling resources to do great things, integrated power storage. If take advantage of the policy of dongfeng, lai state determination, rely on central support, and industry, completely solve the problem in China's electronics industry for many years, going for storage, then the whole country a chess game, must focus on support for a "home" : that is national overall planning, lead, coordinate the relevant areas, large central funds by had accumulated in the field of storage led by leading enterprises, joint related enterprises, manufacturing, design, and system through business model innovation, form a simulation of IDM group, integration of domestic advantage resources, bigger and stronger storage chip companies.
"Storage into a deep as the sea, who knows when to profit", industry rules makes memory chips often ups and downs: don't make money year after year, a kui kui for three years, and our store if you decide to do, and then the international competition will certainly by capacity expansion and price fluctuations to flog, memory chips, in turn, China is likely to be in a profit in 78 before the road "at tianya road". To the huge capital investment, return cycle specialty industry without the success of the faith, continued into the billions of dollars, focus on the development of the determination, it would rather not to set foot on the pitch!
Store is difficult, it is difficult, no store has for many years! Store is difficult, it is difficult, explore stored more vacant! Store is difficult, it is difficult, development store much close! Store is difficult, it is difficult, when success we all happy face? In the ending of the marathon, can appear the figure of the Chinese team, looking forward to...
