Develop the Shanghai Development Team?Texas instruments enter the "failure reincarnation"

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Develop the Shanghai Development Team?Texas instruments enter the "failure reincarnation"

2022-05-14 12:12:57 11 ℃

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Foreword

"Allow people to come, let people go."

The news of the "Texas Instrument MCU team's abolition" did not bring fluctuations to Qin Hua (pseudonym).

On May 7, news from the industry that Texas Instruments will dismiss the MCU R & D team in China and move the original R & D business to India. Teams in China will face transfer or layoffs. Affected by rumors, Texas Instruments also issued a statement the next day: Texas Instrument China did not abolish any employees. "China is the most important market in the world, and it will continue to invest in the Chinese market and fulfill their promises."

However, as a teacher of a college in Beijing, Qin Hua does not feel that the situation will change: "During class, I still want to bring students to see the idea of ​​STM32. The 430 of Texas Instruments is very good, but students need to study in the future. , 430 cannot solve these problems. "

Qin Hua's impatience may imply the loneliness of Texas instruments in China's MCU industry competition.

01. The dismissal of the development team is the choice of the market

There are only two keywords in this industry: MCU and MSP430.

Qin Hua said that the MCU is the computer on the chip. "Its full name is a microcontroller unit, such as processors, memory, counter, and various interfaces on the chip. This set of structure is very similar to the computer host. It's just a computing system for cars and refrigerators. "Benefiting from this design, the MCU has become a high -performance and low power chip product representative.

From the perspective of technical indicators, the main MCUs in the market can be divided into 8, 16 and 32. 8 -bit MCU focuses on reducing costs, and 32 -bit MCUs can provide stronger performance. The Texas Instruments provided by 16 -bit MSP430, the product performance is between the two.

"As far as things are speaking, the MSP430 of Texas Instruments is very successful." In Qinhua's view, the in -depth development of the MSP430 was originally the credit of the Chinese team. "From market to development to technology, it can basically be considered as a Chinese company." If there is a demand, they will quickly respond. The MSP430 also made a riverside by the positioning of "low power consumption".

For Qin Hua, the most classic application case of MSP430 is smoke sensors. "To build a high -rise building in China, it is necessary to use a smoke sensor. A large part of the MCU in it is their products. This thing looks small, but the number is a lot, and it has been paved all over the country. Until now, I have lectured on the PPT, and now I have a lecture on the PPT. I still keep the sensor photos I took. "

Although this product has made Jiangshan, the inheritance of Jiangshan is not a generation. With the update of electronic products, the MCU industry has a bipolar differentiation of "power consumption" and "performance": biased towards traditional electric meters, keyboards and other products, and has selected 8 -bit MCUs with low power consumption and low cost; like fingerprint door locks With smart home appliances, a large number of new features need to be developed, and 32 -bit more in line with demand. The 16 -bit CPU of Texas instruments gradually lost its original market.

Facing the market transformation, Texas Instruments also chose technical upgrade, followed the footsteps of the semiconductor (ST), and introduced the core of ARM. Qin Hua was also a witness of that era. "The MSP432 of Texas Instruments was developed at the core of the Cortex M of ARM. The school also bought a development board very early to let students contact new technologies. Not only can students deal with it, sometimes the teacher thinks that there is a problem. Later, when I contacted by the companies, they dare not use it. "

Qin Hua's complaints also reflected in the market. According to Gartner statistics, in 2021, the market share of the Texas instrument universal MCU was 7.3%. In the automotive MCU field, the Texas instrument market accounts for 8.8%. However, NXP, Ruisa, and Semiconductor Semiconductor, which are also competitors, have reached double digits.

The Dezhou Instrument's delay of the MCU development team is not an accident in China and the United States, but the inevitability of the king's step down.

02. The king leaves, the industry's heat is still the same

The departure of Texas instruments does not affect the Chinese MCU industry.

Estimated from the global market, data in 2019 shows. The main markets of MCU are automotive electronics (33%) and industrial control (25%). The market proportion of related fields in China is only 27%, which has a lot of room for development. On the other hand, the domestic MCU market is occupied by international manufacturers such as Semiconductor, Enshiru, Ruisa, Yingfei, and Micro Capital Technology. Under the premise of mutation in international situations, foreign manufacturers have also contracted in the China R & D team, providing technical forces for domestic MCU companies.

In addition to sufficient market competition, the shortage of supply also makes the domestic MCU industry more active. In March 2021, the Nika factory in Risa Japan fired, of which 64%of the products were MCUs. After Blizzard in Texas, the wafer fab has also appeared for about a month of suspension of the wafer fab. After the fourth quarter of 2020, the entire market had serious imbalances in supply and demand.

During this time, many domestic MCU companies' business emerged in new progress: in November 2021, Zhaoyi Innovation MCU MCU streaming tablets; in December 2021, Fudan Microelectronics launched a car MCU product and got on the bus in the first half of this year; BYD semiconductor -level MCU has spread over 3 million vehicles as of 2022. In addition, the MCU products of companies such as Well, Ziguang Guowei, Jiefa Technology and other companies are steadily promoted. "Everyone talks about cars." MCU practitioners Zhou Qing (pseudonym) did not adapt to this atmosphere. "In the past, there were still many industrial equipment or pursuing shipments on consumer electronics. Very fierce, a car can integrate more than a dozen components. Therefore, the company also brows with the host manufacturer to fight for opportunities. "

According to Zhou Qing, one former colleague joined the domestic MCU company after contraction of the foreign company team. This MCU company connects the equipment development of a autonomous driving enterprise, and the camera and radar need to use MCU products. This autonomous driving company soon found domestic car companies cooperation and was preparing to expand production this year.

In the field of industrial control, domestic MCU companies are not far behind. Take Shanghai Beling, which produces smart meters, as an example. In 2020, the company's MCU product revenue reached 235 million yuan, sales of 184 million, an increase of 12%year -on -year. Zhaoyi Innovation has also ranked first in the China 32 -bit MCU market for 7 consecutive years. The main shipping markets include industrial automation, inverters, and the Internet of Things.

Zhou Qing said that he also received a lot of headhunters.

03. Behind "Do not give up China", the giant is caught in reincarnation

The Texas instrument's delayed team does not mean giving up the Chinese market.

"According to my understanding, the market team in Shanghai has not moved." Zhou Qing said that the MCU research and development of Texas instruments was mainly German team and Shanghai team. In 2020, the company removed the German R & D team and began to build the Indian team. "After this adjustment of the development team, the business must be maintained, and the R & D team in India will also expand."

The technical team turned to India, the goal was to reduce costs. If the salary distributed by the Texas instrument Bangolore is estimated: In 2022, the per capita monthly salary of Bangalore reached 46,000 rupees, which is equivalent to RMB 6,700, which is the highest in the country. However, China's domestic MCU industry salary level is more than 20,000 yuan a month. The significant salary gap is also urging Texas instruments to reduce costs and strive for space for the subsequent development of the MCU business.

But Zhou Qing gave different views. "Even if the salary of the Chinese side is reduced to a level with India, the situation will not be too good. After 432, the entire team is not very stable. Many team members have gone away and joined the domestic MCU enterprise. Those who will fall into the vicious circle of 'product failure -team departure'. It is better to rectify the entire department. "Establishing an Indian team may also have this need in this regard.

Zhou Qing analyzed that the development of Texas instruments MCU depends on the speed of transformation: "Texas instruments have actually cooperated with ARM in the past, but in MCU, I don't think they are attentive. Dragging with water may not even be able to keep the business. "

After the team's delay, the employees of Texas instruments will not be too good. According to the company's official statement, Texas Instruments did not "abolish employees." Then after the MCU department cancels, the remaining employees should transfer to LED, audio and other departments. Many employees need to learn business from scratch, and the corresponding assessment pressure is relatively large, and it is likely to face "passive leave".

However, from historical experience, the most tortured is the Texas Instrument itself. In 2003, Texas Instruments launched the mobile phone processor OMAP1710, and the union launched classic products such as 6630, E70, N90 in the era of the function phone. However, from the perspective of subsequent product development, the OMAP processor did not follow up the needs of smartphones. In addition, the gross profit margin of the product is not ideal, and Texas instruments have completely abandoned the mobile phone processor business.

The MCU business in Texas Instruments has encountered difficulties in this MCU business, and still follows the same logic: successful products, dazzling transformation, shrinking business, and exit lonely.

It seems that everything has changed, and everything does not seem to change.