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How long for China to sort out fabless strategy?

6/21/2012 03:53 PM EDT
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SR656601
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re: How long for China to sort out fabless strategy?
SR656601   6/21/2012 5:46:02 PM
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Junko, You certainly hit the ground running in China, this article is an eye-opening refresher on the now-and-future of role of China in semi. Thanks! SR

HeadhunterBKS
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re: How long for China to sort out fabless strategy?
HeadhunterBKS   6/22/2012 1:25:59 AM
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Ok, so how is Taiwan? Or better yet the US? I have a target market of 10Million / yr. So this concerns me somewhat. Now that certain consortium's are stabilizing, I can proceed to build stage and drive market for advance sales. But thinking that the production side is frail, then I can't help but feel unconvinced of their assurances. :-/

Chipbuilderx
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re: How long for China to sort out fabless strategy?
Chipbuilderx   6/22/2012 3:44:42 AM
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Samsung is the real threat

junko.yoshida
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re: How long for China to sort out fabless strategy?
junko.yoshida   6/22/2012 5:08:20 AM
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Thank you. There are many more stories to come -- we have just begun!

junko.yoshida
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re: How long for China to sort out fabless strategy?
junko.yoshida   6/22/2012 5:09:49 AM
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What do you mean by "certain consortium"? And when you say "I can't help bu feel unconvinced of 'their' assurances," who do you mean by "their"? Can you explain?

mmmmh
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re: How long for China to sort out fabless strategy?
mmmmh   6/22/2012 8:55:34 AM
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Hi Junko, please correct me if my point is wrong. The interpreter did not translate following comment correct. "if a company has 100 engineers in China, it can design a product at a sixth or an eighth the cost of the United States, and in one-third the time." As should be if a company has 100 reverse engineers in China, it can duplicate a product at a sixth or an eighth the cost of the United States, and in one-third the time. Here is a cultural gap, if you wonder the true thought from said CEOs, you must investigate their background thoroughly, i.e. how did they get the fabless company established in the very early day.

junko.yoshida
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re: How long for China to sort out fabless strategy?
junko.yoshida   6/22/2012 9:11:56 AM
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Just to be clear, the quote above is not through an interpreter; we were both speaking in English. I am sure that there were times when China was focused on reverse engineering (like in early days of the Japanese semiconductor industry). But in this context, we are talking about new products based on China's own designs. I was mindful of learning about each CEO's own experience, history, how they started their own companies in China. None of the stories was same; each very personal and interesting. Let's not generalize Chinese companies.

mmmmh
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re: How long for China to sort out fabless strategy?
mmmmh   6/22/2012 11:48:39 AM
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Many appreciate your quick response. It is necessary to clarify that, there is huge cultural difference between Japan and modern China (i.e. since 1977) Although not an expert, I think China is on a absolutely different way as Japan. For example the 'great wall' figure in your report, which is fortunately built hundreds year ago. Nowday, you won't be able to see any engineering work last for a half century. e.g. http://www.telegraph.co.uk/news/worldnews/asia/china/5685963/Nine-held-over-Shanghai-building-collapse.html It is a phenomenon of the conventional culture deteriorated in the country. Amoung of those CEO's own history that you learn, have you ever varify those stories? Did you really get hidden stories underground? I can fully understand the obstacle confronted as it is difficult to be 'Ai Weiwei' who take the risks of being prison to investigate and tell the truth. http://en.wikipedia.org/wiki/Ai_Weiwei Agree that we should treat each company individually. Rather than promote those fabless firms, why not do an investigate on the plain fact, such as a chinese foundry engineer's life after Sichuan earthquake, how one-child policy change the way of semiconductor in China, etc, etc.

junko.yoshida
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re: How long for China to sort out fabless strategy?
junko.yoshida   6/22/2012 2:49:02 PM
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mmmmh, thanks for your note. I think it's more prudent for a reporter to go after topics and subjects, especially in foreign countries, from the ground level -- one step at a time. We are all mindful that we don't know everything, and we probably won't know everything. In my mind, a reporter's responsibility is to talk to as many people as he/she can, verify facts, and approach any topic with an open mind. Don't assume anything.

vpjoshua
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re: How long for China to sort out fabless strategy?
vpjoshua   6/23/2012 8:05:19 AM
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China has much older fab equipment. They may not be suited for cuttinf-edge applications, but may find much usefulness in the health-care, education, "quality-of-life" fields. Many smaller Chinese fabless can seek growth via these areas. Of coiurse, one cannot preclude the adoption of the "samsung model" by ne of the giant private/state-own companies! vpjoshua

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