What is the level of Japanese chip technology in the world?

As a country, Japan feels extremely complicated for us, but in the fields of manufacturing innovation and science and technology, Japan has a lot to learn from. If nothing else, Japan's chemical industry, electronics and automobiles are very strong, occupying a dominant position in the market. Take the key catalyst in the chemical industry as an example. Mitsui, Mitsubishi and other large Japanese catalyst technology enterprises have technical advantages in the fields of photocatalysis, environmental catalysis and petrochemical catalysis, including complete sets of chemical machinery and equipment, not to mention the details. In fact, the development of chemical industry is really important, which is an important source of many raw materials. Well, that's beside the point. Let's go back to the chip.

Chip development depends on the semiconductor industry. The global semiconductor industry 1950s originated in the United States, and the first industrial transfer from the United States to Japan was completed on 1970s- 1980s. During the period of industrial transfer, Japan was led by the government, and enterprises and research institutions made great technological achievements together. The most powerful industry in Japan is DRAM (Dynamic Random Access Memory), which quickly occupies the market with its high cost performance. 1989, the global market share of Japanese chips reached 53%, and in the following year, Japan occupied more than 50% of the global market share of memory chips, occupying six seats among the top ten semiconductor companies in the world, among which we have all heard of or used them, such as NEC, Toshiba, Fujitsu, Mitsubishi, Hitachi and so on. By around 2000, Japan's semiconductor industry had officially declined, and many semiconductor companies merged or went bankrupt and reorganized. Generally speaking, the development of Japanese semiconductors has gone through three stages, namely, development stage (1970s), peak stage (1980s), decline stage (1990s) and transition stage (2000s). After that, Japanese semiconductor enterprises began to transfer to South Korea and Taiwan Province Province.

As the saying goes, a thin camel is bigger than a horse, and this camel is not thin. In recent years, Japan has been deeply cultivating the entire chip industry. In terms of market segments, in the field of IC components, Sony ranked first in the world (more than 30%) in the CMOS image sensor market for many years. No one knows Sony's stack structure. Look at everyone's mobile phone cameras. Renesas is in a leading position in the automotive semiconductor field, and Toshiba's NAND flash memory core business ranks second in the world (currently acquired by Western Digital). In the field of semiconductor-related precision manufacturing equipment, Tokyo Electronics is the second largest chip equipment manufacturer in the world, and there are also many large-scale semiconductor equipment suppliers with strong technical strength. Let's talk about the upstream industry of chips. Chip production requires 19 kinds of necessary materials, and Japan accounts for more than 50% of 14 kinds of materials. In the field of semiconductor equipment, Tokyo Electronics, Nikon and Canon all have a good market share. In 20 16, Softbank acquired ARM, a British semiconductor design company, for 24 billion pounds (about 30.9 billion dollars). Therefore, although Japan is general in the field of mobile phone chips, it is still very strong in the field of special segmentation and has mastered the core technologies of the upstream. Of course, these technical strengths are manifested in Nintendo game consoles, Nikon, Canon cameras, high-end electron microscopes and other common items in our daily lives. Our experience is that they are really good.

Finally, I still want to say that no matter what happens now, we must grasp the future and work together to make our manufacturing industry bigger and stronger and get rid of the situation of being controlled by others.

Personal opinion, welcome to discuss and pay attention!

The field of chips is the beginning of America. At present, the chip market is almost monopolized by America. Japan's chip field used to be as strong as the United States in the global market, but it has fallen behind. Now it has turned to providing raw materials for making chips, and the raw materials for chips are well done.

1. moderns of Japanese chips began in 1970s. Japan's chips are developing very fast and keep pace with the United States in the global field.

At this stage, with DRAM as the core, Japan quickly replaced the position of the United States in the world. By the end of 1990s, the market share of Japanese chips was as high as 53% and that of the United States was 37%, which was a brilliant moment for Japanese chips at this stage.

At this time, the leading chips in Japan were Hitachi, Mitsubishi, Fujitsu, Toshiba and NEC.

However, Japanese chips gradually stagnated and were overtaken by China, Taiwan Province Province and South Korea. By 2000, the share of DRAM in Japan was less than 65,438+00%.

2. Japanese chips turned to the field of chip materials. Japanese chips have finally turned to chip materials. Japan has become the world's largest producer of semiconductor materials and the most important exporter of semiconductor materials.

Don't think that there is no technical threshold in the field of chip materials. The technical threshold of chip materials is very high. At present, among the most important 19 high-tech materials needed for chips, Japanese 14 materials occupy an absolute advantage, accounting for more than 50% of the market.

For example, materials include silicon wafers, synthetic semiconductor wafers, photomasks, photoresists, target materials, and the like.

Do you think Huawei can develop in the field of chips in China? The equipment that can be used for chip welding in Japan is the kind of small chip, which is the size of a fingernail, and has good quality and high precision. I used to work in an electronics factory in Jiangsu, and all the equipment in it was American, Singaporean, Japanese and the best in Japan. The more exquisite, the better. By the way, the electronics factory is still a state-owned enterprise, and the equipment under China Resources Group is old, but it is not. It's true. It seems that the equipment is made by Toshiba. Where did I work in 2000? The equipment is more than ten years old, but it is still very good. Singapore's equipment is also good, better than that of the United States. The most expensive kind in the United States is the circuit connection of chips for several years, or made of gold wire, pure gold wire, also imported. There are many chips of domestic brands. Where can I deal with them? I left on 20 13 and worked there for three years, just in the process of chip soldering. At that time, I knew that things in China were cheap, and now that factory is still there.

The development of chips, in a word: started in the United States, developed in Japan, and looked at China in the future!

It's not blood, really. Listen to me.

The United States is the originator of the chip, needless to say, everyone knows it.

Japan once became a chip power in the 1980s, pushing the United States (that is, the famous DRAM dispute between the United States and Japan, so I won't go into details, Baidu will talk about it).

Later, the American imperialists saw that the momentum was wrong. If Japan were allowed to catch up and lose its position as the boss, what would it be? So the National Semiconductor Advisory Committee was established in 1989. After a series of integration, it finally returned to the dominance of chips.

So, how did Japan catch up?

This is related to its plan:

1 and the "Ultra-high Performance Computer Development Plan" in 1960s.

2. The "Sunshine Plan" and "Moonlight Plan" in 1970s implemented protectionism against China and restricted the import of chips, which stimulated the rapid development of domestic chip industry. As a result, VLSI projects of VLSI appeared. At that time, the enterprises involved were all well-known brands today: Fujitsu, Hitachi, Mitsubishi, Toshiba and so on.

In just a few years, the era of "DRAM" has been achieved.

However, DRAM is successful and DRAM is a failure. In 1990s, with the rise of Samsung, the focus of the chip shifted to South Korea and Taiwan Province Province.

In an episode, in the 1980s, Japan signed the Japan Semiconductor Agreement in response to the dumping allegations of the United States. How similar is the American drama to China today? Now that the United States has seen China's potential in AI chips, it's the same old story.

In this century, Japan's chip industry has been adjusted, and the semiconductor MIRAI plan has been put forward. Universities and the government have jointly "produced and operated" and implemented dozens of industrial cluster plans.

So to sum up, in the field of chips, Japan is definitely unable to compete with the United States and South Korea at present, but the foundation is still there, and it can still rank third and fourth in the world.

For example, Sony's CMOS image sensor, Renesas's automotive electronics and Mitsubishi's power semiconductor (IGBT module) still have a strong position in the world.

Tell me about China.

Although our country has never suffered from the "core", it is different now. Is the "AI chip" that may make China rise at the core. Companies like CAMBRIAN in China are now oriented towards neural network chips, and its application in the AI field in the future may make China overtake artificial intelligence chips in a corner.

This is not just the law of technological development. As long as we study the laws of global geo-technological movement a little, we have reason to believe that the next stop is China.

Let's wait and see.

In recent years, Japan has been deeply involved in the whole chip industry. Although Japan is not as good as the United States and South Korea in the finished chip market, there has never been a world-class chip company. However, in the field of specialized segmentation, Japan has always firmly grasped the core technology of the upstream and is far ahead in many aspects. Among the 19 materials necessary for the upstream industrial chain of chip production, Japanese companies account for more than 50% of the 14 materials, and Sony is absolutely ahead in the field of IC components because of its strong technical strength in chip segmentation. Tokyo Electronics is also the second largest chip equipment manufacturer in the world, and the strength of other large semiconductor equipment suppliers is not bad.

The development of chip technology depends on the semiconductor industry, which originated in the United States. In 1970s and 1980s, Japan's semiconductor industry achieved rapid development, with the emergence of world-class giants such as Toshiba, Fujitsu, Mitsubishi and Hitachi. 1989, the share of Japanese chips in the global market reached 53%, and the Japanese chip industry reached its peak, occupying six seats among the top ten semiconductor companies in the world, in the field of semiconductor equipment. Later, the global semiconductor industry gradually moved to South Korea and Taiwan Province Province of China. At present, the most famous chip companies are Samsung, TSMC and MediaTek, which have an irreplaceable position in the field of chips.

As a big country in science and technology manufacturing, Japan can't compare with the United States in the field of chips, but it still leads the world in market segments and has its own core manufacturing technology, so even if Japan declines slightly now, it is only because it is in a transitional period.

What is the level of Japanese chip technology in the world? Semiconductors began in the United States and gradually spread and transferred. Japan is also an important beneficiary. It once kept pace with the United States in chip technology and market. Although the semiconductor industry moved from the United States to Japan, and Japan later moved to Taiwan Province Province, Japan's chip industry gradually declined. However, we can't think that the chip industry in Japan will decline. Japan is a very meticulous country, and we can learn from what others can't think of, so we can't ignore it. For example, Japan is a big winner in the materials used to make chips.

Starting from the 1970s, led by the Ministry of International Trade and Industry of Japan, five major companies, including Hitachi, Mitsubishi, Fujitsu, Toshiba and Nippon Electric, began to make breakthroughs in the core technologies of the semiconductor industry. Mainly taking DRAM as the breakthrough point, it gradually developed to the peak, infiltrated the American market with various competitive strategies, and quickly replaced the United States as the main supplier of DRAM in the world. By the end of 1980s and the beginning of 1990s, Japan's chip industry had reached its heyday in the world, occupying an absolute dominant position, with the global market share as high as 53%, the United States accounting for 37%, Europe 12%, South Korea 1%, other regions 1%, the top ten semiconductor enterprises in the world, and Japan occupying six seats.

With the transfer of chip industry to South Korea and Taiwan Province Province, coupled with the rapid development of new communication equipment, the high industrial cost in Japan and the stagnant domestic economy, the chip industry has also been seriously affected, and it has been gradually chased or replaced by South Korea and Taiwan Province Province. By 2000, the share of DRAM in Japan had dropped to less than 10%.

But the Japanese have opened up another market, which is the material for making chips. So far, no country or region can match Japan's chip materials. Japan is the largest producer and the most important exporter of semiconductor materials in the world. Many legendary Japanese come to China to collect our raw materials like garbage, and then sell them to us at a high price to earn a lot of money.

The materials needed to produce chips have extremely high technical barriers. Among the main 19 essential materials, Japan has an absolute advantage in 14 raw materials, accounting for more than 50%. Include silicon wafers, synthetic semiconductor wafers, photomasks, photoresists, drugs, targets, lead frames, ceramic plates, plastic plates, TAB, COF, bonding wires, packaging materials and the like.

Japanese people are very planned, meticulous, dedicated and good at extension. To make chips, in addition to technology, we also need craftsmanship and concentration, so the product quality is quite high. When the chip market fell, it occupied a global advantage in the field of materials. Maybe when we didn't expect it, Japan began to tackle key problems at another point, and when we woke up, others had already taken the lead. This nation still needs careful study.

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Recently, Japanese telecom operators have resumed Huawei mobile phone sales. Prior to this, Japanese companies, led by Toshiba and Panasonic, also denied rumors, claiming that they had never stopped their cooperation with Huawei, and even added that they would continue to make their modest contribution to the sustainable development of China with science and technology in the future.

For a time, Japanese companies that were not optimistic before actually stood on Huawei's side collectively. This situation must have surprised most people, but if you think about it carefully, it is not difficult to understand why Japanese companies want to do this. How can I put it? This has to start from the 1950s.

With the support of the United States, Japanese companies such as Sony, Toshiba, Panasonic and Sharp have risen in succession. Their transistor products: TV and radio quickly occupied the Japanese market at low prices. Americans didn't care about the achievements of Japanese companies at first, because they knew that transistors were only a transitional technology and the future belonged to integrated circuits, and the gap between them was at least 10 years.

But how can Japanese companies be satisfied with this? 1 980s, IBM introduced a memory chip with a capacity of1megabyte, while the chip capacity produced in Japan was only 1KB, with a difference of 1024 times, which greatly stimulated Japanese industry. Since then, Japan has launched a joint research and development plan, Toshiba, Mitsubishi, Hitachi and Fujitsu.

I have to say, they are very efficient. Only four years later, Japanese companies have achieved positive results and reached a technical level comparable to that of the West. Prior to this, Japanese products were synonymous with low quality and low price. It was not until Hewlett-Packard invited bids that the situation was reversed. The United States and Japan each sent three companies to bid. As a result, everyone was surprised. I probably couldn't believe it for several days. In terms of technology, the two sides are equally divided, but American companies are six times as many as Japanese companies. Of course, the most unbearable thing for American companies is that under this premise, the quotation of Japanese products is still cheap 10%.

Later, Japanese products quickly swept the United States and even the global market. When Americans wake up from their dreams, they find that they are used to fighting alone and concentrating on competition. At that time, American giants including Intel were facing bankruptcy.

Japanese companies have been proud for several years, but it didn't take long for the United States to set up a semiconductor industry association, and made three actions that have been tried and tested for many years: suing Japanese companies for stealing American technology, threatening national security, and exaggerating Japan's threat theory of science and technology. Does it look familiar? Later, as we all know, Japanese companies have never stood up after such a toss.

Huawei Kirin Hisilicon also needs to buy Japanese technology. It's not that Japan is backward. They are constrained by people and cannot develop this aspect, otherwise the chip market will appear today.

In the last century, Japan's semiconductor industry was severely hit by the United States, and its technology was divided up by Samsung.

In the whole history of chip industry development, Japan is a typical representative who attaches importance to assets and "makes great efforts to create miracles". Thanks to its leading position in the field of semiconductor manufacturing in the last century, today, Japan still firmly grasps the upstream supply chain of the semiconductor industry, maintains a long-term absolute advantage in the global semiconductor materials and equipment industry, and has created an irreplaceable high-end boutique passive component industry cluster. The field of chip manufacturing was also suppressed by the United States in the last century, and the technology was also divided by Samsung. The emergence of wafer foundry mode represented by TSMC has liberated Fabless's design productivity and creativity. Japanese integrated circuit design companies with "slow pace and high quality" are gradually eroded by Fabless, which is more flexible, more creative and more active in trial and error, and gradually retreat into special sub-sectors with higher barriers.

Although Japan, the key semiconductor terminal in the field of chip manufacturing, has no advantage, it has a large number of materials (photoresist, mask, high-purity hydrogen fluoride gas, etc.). ) What is needed for the production of silicon wafers and wafer foundry is also monopolized by Japan. This is also why the trade war between Japan and South Korea will embarrass South Korea's Samsung and the exchange rate of the won against the yen will depreciate sharply. Although South Korea's semiconductors are very strong, the upstream industry of semiconductors has been firmly controlled by Japan.

Generally speaking, Japanese semiconductors are better than others, but they were killed because the country has no sovereignty. Not exactly. After being overtaken by South Korea and Taiwan Province Province in semiconductor, Japan has further developed into the upstream industry. The most important raw material for semiconductors is silicon wafers. Shinetsu and Goldman Sachs in Japan account for about 53% of the global silicon wafer market. So there is no reason to say that Japanese chip technology is completely backward or advanced, and the conclusions drawn from different aspects are different.

Huawei's mobile phones are all studied by the Japanese, so the Kirin processor is also a Japanese chip. According to Kirin's top three processors in the world, Japanese chips are also at the top level.

Of course, this is what Xu Jingbo, president of Asia News Agency, said. We beg to differ! Comparatively speaking, we are not exquisite people. So, let's proceed from reality, what is the performance of Japanese chips?

We thought Huawei was developing rapidly, but in the semiconductor market. Japan is in an absolute upstream position, accounting for 52% of the global semiconductor raw material market. Moreover, in the key equipment of 15 chip, the average share reached 40%.

Of course, today's Japanese chips are not as powerful as they were in the 1980s and 1990s, but the development of Japanese chips has slowly declined. But if we talk about digital chips, the most powerful ones are Japanese, such as Nikon and Canon.

Sony chips are specifically mentioned here. They are manufacturers of most cmos, so it's not that Japanese chips are not well developed, but that people have high-end chips in their hands. That's the point.

Japan's scientific and technological level is no less than that of the United States, but why is the United States the kingdom of science and technology in people's impression? First, it originated from Japan's silence, because there was a big net covering World War II. Second, because Japan is a defeated country in World War II, the normal national dream is a dream, but the victorious countries in World War II have various restrictions on its requirements. Japan naturally sees this, so it always makes small moves and small moves to seek various developments, and generally does not show people and make public. In fact, Japan's technology is very developed, including military industry, precision instruments and machine tools. In the nuclear industry (with the largest nuclear reserves in the world), although the chips of Japan (including mask aligner) are not as good as those of the Netherlands, they are definitely ahead of German and Asian countries. Therefore, we can't mistakenly think that Japan is not an absolute leader in chips and ignore its potential and political ambitions. It can be said that Japan is like a hibernating snake. Once it wakes up in the right climate, it will definitely bite. We must not take it lightly and forget that there is a wild animal around us.