#来点儿干货#
After 2000, the mainland raised the development of military integrated circuits to the height of its national security strategy, promoted the development of the integrated circuit industry, and especially strengthened the localization of military integrated circuits.
Military chips are the core and foundation of modern military technology and are widely used in various types of military equipment. In the future, benefiting from the informatization of weapons and equipment, the military chip market has a broad space, and enterprises with independent and controllable capabilities in high-end manufacturing are expected to receive more support.
Pay attention to Leqing's industry observation and gain insight into the industrial pattern!
Sort out the military chip industry chain
As the core component of military electronic equipment, the performance of military chips directly determines the effectiveness of weapons and equipment.
With the evolution of information warfare, the dependence of modern military equipment on chips is deepening.
From radars and missiles to drones and combat vehicles, almost all advanced weapons and equipment are inseparable from high-performance and high-reliability military chips.
Continental has already carried out the layout of the whole industry chain in the field of military chips. The development of the industry can be roughly divided into four stages, namely: the start-up period of self-reliance from 1956 to 1978, the exploration and development period after the reform and opening up from 1979 to 1989, the key construction period from 1990 to 1999, and the rapid development period since 2000.
Same as civilian chips, the industrial chain of military chips is also divided into three links: chip design, chip manufacturing and packaging and testing, the upstream of the industrial chain is raw material and equipment suppliers, and the midstream is chip product manufacturers, including chip design, chip manufacturing and chip packaging and testing. Most military chips are still dominated by vertical industrial chains, that is, the design, manufacturing and packaging and testing stages are carried out in different enterprises, and the downstream of the industrial chain is the demand side of satellites, military aircraft, ships, military computers, missiles, radars, and launch vehicles.
Compared with civilian chips, there are still many difficulties and bottlenecks in terms of intellectual property rights, R&D strength, ecosystem and profit benefits, and military-civilian integration has become the development trend of the military chip market.
Military programmable logic devices mainly include CPLD and FPGA series, and its military CPLD series of China Micro has occupied more than 80% of the domestic market share, and the products under development are also at the leading level in China.
The Huarui No. 1 chip, which was developed by China Electronics 14 Institute and Tsinghua University, Loongson Zhongke and other units, has filled the gap in the field of domestic DSP.
Other "civilian participation in the military" enterprises include HiSilicon Semiconductor, Newei Technology, Ziguang Guoxin, Haite High-tech, ZTE Microelectronics, etc., which have in-depth cooperation with military electronic research institutes and enterprises in the field of chips, and military-civilian integration promotes the mutual feeding of military chips and civilian chips, builds a chip community, and improves the industrial chain.
Military chip industry chain combing:
The Continental Army's chip design products cover sensor chips, communication chips, control chips, memory chips and power chips. The design development is fast, and a number of high-quality enterprises have emerged, such as Huawei HiSilicon/UNISOC / ZTE Micro / GigaDevice and so on.
Manufacturing materials and equipment are the weakest link in the industrial chain. Among the domestic military enterprises, the 46th Institute of CETC is engaged in the physical and chemical analysis and supervision and testing of silicon single crystal materials, semiconductor materials and electronic special materials, and has developed the first silicon single crystal, the first four-inch gallium arsenide single crystal and the first six-inch gallium arsenide single crystal in mainland China.
In terms of chip manufacturing equipment and military enterprises, NAURA is the "national team" in the field of semiconductor equipment, and is the undertaking unit of the national 02 major science and technology project, which is strongly supported by the national integrated circuit industry investment fund.
At present, four leading enterprises have been formed in the field of IC packaging and testing in China, Changdian Technology, Tongfu Microelectronics, Huatian Technology and Jingfang Technology.
Among the military enterprises, 13, 38, 47 and 58 institutes of China Electric Power Technology, 771 institutes of aerospace science and technology and 871 factories of Shaanxi Electronic Information Industry Group are involved in chip packaging and testing business. Orbit is engaged in three-dimensional packaging SIP modules/systems, and Xingsen Technology is engaged in IC packaging substrates and semiconductor test boards.
The main links of the military chip industry chain and some leading manufacturers are sorted out:
Source: Founder Securities
At present, domestic chips have been widely used in the field of national defense.
The self-developed Loongson series CPU has been widely used in aerospace, vehicle navigation, switches, military computers and other fields; Jingjiawei's GPU has replaced the imported chips and has been purchased by the military, and has obtained orders from subordinate units of CETC, and domestic DSP has been used in military radar. The domestic mainstream DSPs include the "soul core" of the 38th institute of CETC and the "Huarui" of the 14th institute of CETC. #Military##National Defense##Large Aircraft##Chip##Article Launch Challenge##财经新势力#
epilogue
Military chips, as an important part of military science and technology, have not only become an important guarantee of national security, but also a booster of military modernization. In recent years, Continental has made significant progress in the field of military chips. A number of outstanding enterprises and scientific research institutions have successfully developed a series of high-performance and high-reliability military chips through independent innovation, and gradually realized the leap from following to leading.
As the core track of domestic substitution with high barriers to military industry, military chips have broad development prospects. In the future, with the continuous progress of science and technology and the continuous growth of national defense demand, the field of military chips will usher in more development opportunities.
Pay attention to Leqing's industry observation and gain insight into the industrial pattern!