Wu Junwei, Chairman of China Nanke Group: China's IC industry faces an important transformation


He was the first Taiwanese businessman to invest in a fab in the mainland. In 1989, he established the only wholly foreign-owned integrated circuit manufacturing company in the mainland. The company is the only six-inch crystal garden manufacturing, processing and chip in South China. Integrated manufacturing group that manufactures and IC design and packaging testing. He has more than 30 years of experience in the IC industry and has 5 years of experience in Silicon Valley, 23 years in Taiwan's Hsinchu Science Park and nearly 20 years in the mainland of China. He has a unique understanding of China's IC industry. He is Dr. Wu Junwei, Chairman of China Nanke Group, in an interview with Bowei New Media (hereinafter referred to as Bo), Dr. Wu (and Wu) gave a unique insight on the future development of local integrated circuits and the technological direction of semiconductor products.





Bo: Please talk about the current operation of Nanke Group?

Wu: After nearly 20 years of development, Nanke has developed into a complete industrial chain covering ICs with monocrystalline silicon wafer fabrication, IC design and manufacturing, IC packaging and testing, and IC sales. This is the most distinctive feature in China. One of the integrated circuit companies. When I founded Nanke in 1989, it was said that on the one hand, I had an ideal for the development of the national high-tech industry, and on the other hand, I was full of confidence in the future development of the domestic economy. I remember that when we set up the Nanke chip factory, China only had Shougang NEC, Wuxi Huajing, Shanghai Advanced and Shanghai Belling, and we are the only wholly foreign-owned integrated circuit company. Nanke Group is currently the only professional company in South China engaged in the production of six-inch integrated circuit chips and foundry business. The production scale is 15,000 pieces of 6-inch wafers per month, including metal gate process: low voltage 1.5μm, high voltage 3μm-7μm; silicon gate process: 0.6μm -1.2μm. Five years ago, we developed the POWER MOSFET process. Our strategy is to do vertical integration. The advantage of this form is that "a bowl of rice is eaten by ourselves." The disadvantage is that it has difficulties in getting through the industry chain and must have certain technical strength. At present, we have Also optimistic about LED lighting and solar industry, after more than two years of research and development, we have made important breakthroughs in LED.


Bo: At present, many local regions are keen on integrated circuit manufacturing. Based on your industry experience in the mainland for more than 20 years, can you talk about your views on this?

Wu: As far as my experience is concerned, integrated circuits are the foundation of modern technology. Integrated circuit manufacturing is the pillar of national economic development and high technology. At present, several regions in China have differentiated in the development of integrated circuits. It can be said that the Pearl River Delta has lost an important opportunity for the development of integrated circuits in the relatively Yangtze River Delta region. Let us look at the Taiwan region, which is based on integrated circuit manufacturing. Now it has developed into LED, LCD industry and solar industry. In fact, this is all from the manufacturing of integrated circuits. In my many years of experience, the semiconductor industry can develop many industries from integrated circuit manufacturing. Therefore, I believe that China's integrated circuit industry should consider horizontal development and can develop toward LED and solar energy. In the Yangtze River Delta region, the development of integrated circuits has begun to develop solar energy, and a relatively complete solar industry has been formed. I think that the integrated circuits in the Pearl River Delta region have not yet developed horizontally, so they are already behind the Yangtze River Delta. I think the Pearl River Delta region should cross the integrated circuit industry and directly enter the solar and LED industries. If you only consider the development of 8-inch or 12-inch lines, even if you succeed, you may only have one or two of the last factories in many fabs around the world. When I talked with some people in Taiwan's high-tech industry, they also It indicates that it is not appropriate to develop integrated circuit manufacturing at present, and it should be transformed. If you are moving towards solar energy now, you will only be behind them for about 3 to 5 years. At present, Nanke has made a reserve of a large amount of solar energy technology, which can be developed to the solar energy industry at any time.


Bo: What is the strategy of the future Nanke Group?

Wu: Nanke will continue to take integrated circuit manufacturing as the leader. While doing a vertical industrial chain, it will do horizontal integration. We will develop towards LED and solar energy. We will focus on IDM. At present, our production capacity is mainly Supply to yourself, only 20% of the capacity is to do OEM. IDM can be based on its own defined products, no need to OEM according to customer requirements. We haven't changed our equipment for ten years. We are constantly upgrading our technology. Of course, these technologies are not universal technologies, but our unique technology is developed to meet customer needs with our own standard processes. For example, we can currently compete with 0.6um MOSFETs and some 0.25um MOSFETs.


I think that one of the key points of China's semiconductor applications in the future is to focus on energy development. Therefore, our interest is in polysilicon manufacturing. If Guangdong can invest in this field, it should be able to occupy a commanding height in solar energy applications in the future.


Bo: What are the unique technologies and products of Nanke in LED? How do you view the future of the LED industry?

Wu: From the end of 2005 to the present, Nanke has been researching and developing LED for nearly 3 years. From my past experience, we can't just make components, so our LED positioning starts from the terminal application, in the application process. In order to understand the industry demand, we have already developed some products such as street lamps, downlights and miner's lamps. We integrate the LED chips on the silicon chip and then directly package the silicon chips on the aluminum substrate, so that our shape can be It is very small, and the brightness reaches 50 to 60 lumens per watt. In short, we use the packaging expertise, along with the technological development of the chip, to continuously improve our application level. At present, one of the shortcomings of the LED industry is the lack of standards, and the specifications often change, so we must continue to apply for patents. For example, the key to current LED applications is constant current source. We use a high-voltage depletion tube as a constant current source. Its power consumption is very small, and the power consumption of the LED itself is very low. However, the conventional drive circuit will lose 15-20%. Power, our constant current source reduces the current through the LED components after boosting the voltage to reduce the loss of the entire string of LEDs. This high-voltage constant current source can achieve a constant current in the range of 3V~50V, thus protecting the LED. This practice is currently The first in the industry. We have applied for a patent for this technology. We have accumulated a lot of experience in high-pressure depletion tubes, so we don't have to worry about industrial competition.


As for the development of LED lighting, it seems that in the future, point light source lighting should be the mainstream, and the future is to increase the unit power and lumens per unit area. At the same time, we need to increase the brightness to improve the brightness. Of course, for the heat dissipation problem, this is a system problem. We need to consider the whole circuit, materials and other factors. We will mainly consider the development of automotive electronics, solar power applications and semiconductor lighting applications in the future. All of the above applications can be applied to the small chip integration technology we developed. At present, our company has developed LEDs with a voltage resistance of up to 80 volts in a single package. We will further plan to achieve a single chip with a DC voltage of 400V after a single package, so that it can be directly applied to lighting such as street lamps.


At present, local LED lighting has gradually matured, and the biggest obstacle at present is cost. Therefore, the current application is still based on exports.


Bo: Please talk about your views on the future trend of the local electronic information industry? In the past two years, many IC design companies in China have closed down. How do you comment?

Wu: The origin of integrated circuits is in the United States. Why do Americans shut down 8-inch factories and 6-inch factories in large numbers. Why is the integrated circuit industry transferred to China? Because the labor cost in the United States is too high. However, in China, manufacturing is actually a very tough industry with low profits, so it is difficult for manufacturing companies to accumulate capital for development. And as domestic bank reserves continue to rise, the future development of enterprises faces great challenges. In addition, I believe that Chinese high-tech talents and enterprises have not received the attention they deserve, and talented talents have not calmed down to study technology. Therefore, most of the talents are studying the professional relationship at the same time, and finally they have evolved into a relationship with the mining camp. It is a pity that they are specialized in the profession and even give up the profession. However, this point should be able to see the problems of domestic high-tech talents and the development of the industry. Imagine if Zhuge Liang had to run an official everywhere, instead of Liu Bei San Gu Mao, how can it be passed down to the ages? If high-tech talents and companies really get attention, the industry has hope. I think that my biggest contribution to the country is my own technology accumulation, so we have delved into technology in recent years. In addition, I feel that China's various industry associations have little contribution to the industry. They are too keen on doing exhibitions and failing to meet the industry. And the needs of the business.


I think it is a pity for a large number of local IC design companies to close down, because part of the reason is that many of them lack core technology and teams. The threshold for setting up IC design companies is too low, talents are not easy to train, and talents are not easy to retain. It is difficult to develop and the scale is difficult to grow. Many companies can't calm down and develop technology. Our LED technology has been developed for nearly 3 years. Many companies have launched products in 1 year. Can such products have their own core things? I think IDM mode can still develop better in China. It is more difficult to do IC design or simply do OEM.
Wu Junwei's resume:

Founder of China Nanke Group


Graduated from the Department of Nuclear Engineering, Tsinghua University, Taiwan in 1970

Ph.D. in Materials Science, University of California, Berkeley, 1975

1975-1980 Senior Engineer and R&D Manager at HP, Microsystems, and Toshiba Semiconductor in Silicon Valley, USA

Received an MBA from Santa Cruz University in California in 1980.

In 1980, he founded Taiwan's second IC manufacturing company, Dawang Electronics Co., Ltd., in Hsinchu Science Park, Taiwan.

Between 1989 and 2003, he founded five integrated circuit companies in the mainland.

From September 2003 to February 2005, he served as the founding director of the Guangdong Semiconductor Industry Association.

There are 10 professional papers published in American and Japanese magazines. He has obtained 24 patents in China, the United States and Taiwan, and another 18 patents are pending.

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