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Hephaestus
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re: The rise of China's fabless industry
Hephaestus   6/17/2011 8:56:42 PM
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Despite its title, in the more than half of the article you are pointing out (http://www.eetimes.com/electronics-news/4080137/China-chips-Bomb-or-just-a-lot-of-firecrackers-) they talk about how things are not so bad and that they are looking up. Overall it is still very positive despite the eventual admission years after the fact. All I am saying is that there is a general bias, a general narrative in all of these stories that is part of the pop zeitgeist, "Engineering in America is finished and everything is moving to China". I am sorry but I do not swallow that bias without first questioning whether I agree with it and see it myself.

Hephaestus
User Rank
Rookie
re: The rise of China's fabless industry
Hephaestus   6/17/2011 8:56:42 PM
NO RATINGS
Despite its title, in the more than half of the article you are pointing out (http://www.eetimes.com/electronics-news/4080137/China-chips-Bomb-or-just-a-lot-of-firecrackers-) they talk about how things are not so bad and that they are looking up. Overall it is still very positive despite the eventual admission years after the fact. All I am saying is that there is a general bias, a general narrative in all of these stories that is part of the pop zeitgeist, "Engineering in America is finished and everything is moving to China". I am sorry but I do not swallow that bias without first questioning whether I agree with it and see it myself.

Peter Clarke
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Blogger
re: The rise of China's fabless industry
Peter Clarke   6/17/2011 1:04:51 PM
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@BLinder You may be right about the established crystal/ivory tower(s) of design expertise collapsing in next five to ten years. But why would that result in a flat landscape? The equipment making all goes on in China. Much of the chipmaking is done in Taiwan, Korea, Japan and more will be done in China. Surely the expert knowledge will continue to migrate to, and develop in, China and southeast Asia? Or is there another prognosis?

Peter Clarke
User Rank
Blogger
re: The rise of China's fabless industry
Peter Clarke   6/17/2011 1:04:51 PM
NO RATINGS
@BLinder You may be right about the established crystal/ivory tower(s) of design expertise collapsing in next five to ten years. But why would that result in a flat landscape? The equipment making all goes on in China. Much of the chipmaking is done in Taiwan, Korea, Japan and more will be done in China. Surely the expert knowledge will continue to migrate to, and develop in, China and southeast Asia? Or is there another prognosis?

BLinder
User Rank
Rookie
re: The rise of China's fabless industry
BLinder   6/17/2011 12:41:24 PM
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Within any economic analysis of product development in the USA is the design resource expense which is substantial. Designers ultimately take years to develop their skill set but with time China teams will have the same. So the way one cultivates that is create more design efforts. I have been in many executive meetings where the topic is how do we end the monopoly of design expense in the USA, well that is the next round of outsourcing. I would expect the crystal towner of design to topple in the next 5 to 10 years in the USA, and become flat as the world equalizes expenses for design value across the globe.

BLinder
User Rank
Rookie
re: The rise of China's fabless industry
BLinder   6/17/2011 12:41:24 PM
NO RATINGS
Within any economic analysis of product development in the USA is the design resource expense which is substantial. Designers ultimately take years to develop their skill set but with time China teams will have the same. So the way one cultivates that is create more design efforts. I have been in many executive meetings where the topic is how do we end the monopoly of design expense in the USA, well that is the next round of outsourcing. I would expect the crystal towner of design to topple in the next 5 to 10 years in the USA, and become flat as the world equalizes expenses for design value across the globe.

Raghuraman
User Rank
Rookie
re: The rise of China's fabless industry
Raghuraman   6/17/2011 3:11:15 AM
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I think the story of 'US' being the hub of innovation is running longer than any soap. It might have been true in early days when it took some time for the 'knowledge' to cross the oceans and there was an upfront 'lead time'. Now in the 'internet era', how can anyone say that 'innovations' can happen ONLY in US and not in Europe or Asia? It actually depends very much on whom the innovation depends on. It is difficult, to put it mildly, for US companies to innovate on what the Chinese might queue up in the night to buy, forget just like or feel good-to-have.

Raghuraman
User Rank
Rookie
re: The rise of China's fabless industry
Raghuraman   6/17/2011 3:11:15 AM
NO RATINGS
I think the story of 'US' being the hub of innovation is running longer than any soap. It might have been true in early days when it took some time for the 'knowledge' to cross the oceans and there was an upfront 'lead time'. Now in the 'internet era', how can anyone say that 'innovations' can happen ONLY in US and not in Europe or Asia? It actually depends very much on whom the innovation depends on. It is difficult, to put it mildly, for US companies to innovate on what the Chinese might queue up in the night to buy, forget just like or feel good-to-have.

junko.yoshida
User Rank
Blogger
re: The rise of China's fabless industry
junko.yoshida   6/16/2011 9:22:13 PM
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The first round of investment in Chinese fabless companies was detailed in the following EE Times' story: http://www.eetimes.com/electronics-news/4080137/China-chips-Bomb-or-just-a-lot-of-firecrackers-

junko.yoshida
User Rank
Blogger
re: The rise of China's fabless industry
junko.yoshida   6/16/2011 9:22:13 PM
NO RATINGS
The first round of investment in Chinese fabless companies was detailed in the following EE Times' story: http://www.eetimes.com/electronics-news/4080137/China-chips-Bomb-or-just-a-lot-of-firecrackers-

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