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Industry insiders recall that three or four years ago, the annual salary of fresh graduates was generally around 20W; For engineers with two or three years' working experience, the annual salary of 60W is already within the expectation. With the growth of talent demand, the expectations of candidates for salary also increase. At present, many applicants with two years of master's experience expect their annual salary to be above 50W, while those with three years of master's experience expect to double to 80W when they change jobs, and those with six years of master's experience will reach one million.
At present, except Huawei, mobile phone manufacturers have not made great achievements in core-building. Will such "sky-high" salary increase the burden on enterprises? Apart from the reserve of R&D talents, what are the final conditions for mobile phone manufacturers to independently develop chips?
As early as 20 14, Xiaomi announced that he would develop his own chip. Only three years later, Xiaomi really successfully developed the ISP chip 2855438+0. However, in the later period, Lei Jun said that he temporarily gave up mass production because of difficulties.
Today, Xiaomi has restarted the road of nuclear construction, and OPPO and VIVO have also joined the nuclear construction team collectively, first aiming at the ISP chip of the image signal processor. The core of independent research and development of chips is R&D talents. In recent years, the three major mobile phone manufacturers have indicated that they are expanding R&D personnel and increasing R&D investment.
In 20 19, Chen Mingyong, CEO of OPPO, publicly announced that he would invest 1 0 billion in R&D budget, and then increase it year by year, and planned to expand the R&D team to more than110,000 people. In 2020, OPPO first announced the core-making plan codenamed "Mariana Plan". Until July this year, industry insiders revealed that OPPO is preparing to build a chip team of 3,000 people. At present, the number of team engineers has reached 1 000.
Also in 20 19, VIVO completed the registered trademarks of "vivo SoC" and "vivo chip" in a low-key manner, covering a series of processor-related products such as central processing units, computer chips and computer storage devices. Looking back at the registration of the two trademarks of VIVO now, it can be said that it is preparing for the self-developed chip. In 2020, VIVO invested 4 billion yuan in the Shenzhen headquarters project, which is expected to be completed by the end of 2024, with nearly 6,000 R&D personnel.
In July this year, it was reported in the supply chain that Yue Ying, the first self-developed ISP chip of VIVO, was coming out soon. Although the news has not been officially confirmed, vivo's move to recruit chip talents with an annual salary of one million can be said to be the next core "real hammer". In August, the VIVO talent room started construction. According to the filing information of vivo talent room project, the total investment of the project is 4.5 billion. The purchase conditions are: bachelor degree or above, working in vivo for more than three years, and paying more than 30 thousand yuan in Dongguan last year.
By the end of 2020, Xiaomi had 2.2W employees, including R&D personnel 1W, accounting for 47. 12% of the total company. 202 1, Lei Jun's official social media often sends out advertisements for recruiting R&D personnel. In February this year, Lei Jun revealed that he wanted to recruit 5,000 engineers and increase his investment in R&D by 30% to 40%. Coincidentally, Xiaomi recently spent 700 million yuan to set up an apartment management company to solve the pressure on employees to rent houses.
Wang Hua, general manager of Xiaomi Group's public relations department, said that this is to solve the pressure on employees to rent houses and improve employee well-being.
But developing a chip is not an easy task.
At present, the SoC technology of some mobile phones has reached 5nm, and consumers are increasingly demanding the performance of mobile phones. The breakthrough from 0 to 1 is in front of mobile phone manufacturers, which means that OPPO and VIVO, which have no experience in self-developed chips, need to have enough talent reserves to tie Xiaomi running in front of the core-making track.
High-end talents of integrated circuits have become the core competitiveness of the core-building track, so the competition for chip talents by major enterprises is staged in the industry.
IC talents are being competed for by enterprises, and the salary is soaring, which not only reflects the shallow level of talent reserve in the industry, but also shows that enterprises hope to raise salary and compete for more talents. 5 1job data shows that in March of 20021year, the demand for talents in the integrated circuit/semiconductor industry accounted for 5.5% of the total number of positions, the highest in history.
The shortage of chip talents has become one of the pain points of industry development. There are about 300,000 chip talents in China. Wang Zhihua, a professor at Tsinghua University Institute of Integrated Circuits, once said that China needs 800,000 technicians if it wants to achieve the goal of half the global chip output value.
Integrated circuit talents include chip design, wafer manufacturing and packaging testing, among which the recruitment demand of IC design companies is the scarcest. The data shows that in 2020, the absolute number of new employees in the fields of chip design, wafer manufacturing and packaging testing will reach 24,000, 33,000 and 2,000 respectively. Packaging and testing companies have at least 1 0,000 recruitment needs, and chip design companies have reached 70,000.
Cultivating high-end talents is a problem that must be solved to further develop the integrated circuit industry. In order to cultivate and retain talents of integrated circuits, governments, universities and enterprises have begun to make every effort.
In June, 5438+10, integrated circuit specialty officially became a first-class discipline, which belongs to the cross-disciplinary category in China. The "status" of integrated circuit specialty has been greatly improved. Does this mean that the cultivation of chip talents has accelerated? Zhao, deputy director of the Science and Technology Committee of the Ninth Academy of China Aerospace Science and Technology Group Co., Ltd., believes that the interdisciplinary subject of integrated circuits is different from traditional disciplines and involves the testing, design and packaging of integrated circuits. How to run the integrated circuit major well is a great challenge for colleges and universities. On the other hand, how to mobilize the enthusiasm of enterprises and effectively play the role of enterprises in the first-level disciplines needs further discussion.
Judging from the expansion plans of Xiaomi, OPPO and VIVO, at least tens of thousands of R&D talents are needed in the future. In addition to the mobile phone field, Xiaomi is also involved in autonomous driving, and its autonomous driving department recruits autonomous driving technical elites on a large scale, which means that the demand for talents will continue to expand and will last for a long time.
It should be noted that with the semiconductor industry entering the "post-Moore era", the future development direction of technology has also attracted much attention, and the integration of chip talents and the times will be one of the important factors affecting the future industrial development. Zhao mentioned that at the school level, schools cannot be biased by enterprises; At the enterprise level, the cultivation of talents cannot be quick and quick. The integrated circuit industry is an important node in the post-Moore era, and it is also the stage of the development of chip talents.
When the country established the integrated circuit specialty as a first-class discipline, major universities followed the pace of industry development. Zack Zhang, vice president of Beihang Institute of Integrated Circuits, said, "This is not just a name change. We are considering integrating physics, mathematics, chemistry and other multidisciplinary contents into integrated circuits." The market demand for integrated circuits is both a great opportunity and a great challenge. How to build an integrated college discipline under the new situation? At the student level, Beihang University changed the graduation conditions of master students and doctoral students from thesis to developing process equipment and process equipment. Zack Zhang said that (Beihang) is gradually exploring in this process, and there is still a lot of work to be done in the future.
Enterprises and universities are actively promoting the cultivation of chip talents, but Xu Jun, a professor at Tsinghua University Institute of Microelectronics, believes that the most ideal way is to keep in touch with enterprises, strengthen the combination of enterprises and industries, provide a training platform for college students, and be alert to the disconnection between education and scientific research. Wei Xu, an associate professor at Tsinghua University Institute of Interdisciplinary Information, believes that it is necessary to distinguish how many high-end talents and low-end talents are needed in the semiconductor industry. The vast majority of IC students and scientists were just "chip migrant workers" in the early days, and it is as important to train these talents as to train top talents. The cultivation of chip talents needs to be more in-depth and extensive, rather than focusing on cultivating hundreds of thousands of high-end talents.
At present, the establishment of semiconductor companies is a "great leap forward", and the demand for talents continues to rise. According to industry insiders, the development of talents in the integrated circuit industry will show the following trends: the gap will be long-term, the requirements for talents will be reduced, and the division of labor will be more detailed. Integrated circuit enterprises will begin to "raise fish" to prepare for talent reserve.
For Xiaomi and OV, talent recruitment will be a protracted war. In terms of talent reserve, the glory that has just been independent from Huawei has obvious advantages over Xiaomi and OV. Glory took away some Huawei R&D personnel during the "resignation" period. As of June 5438+ 10 this year, the number of R&D personnel of Glory has reached 4,000, accounting for half of the company's personnel. Zhao Ming, CEO of Glory, said that it is expected to expand to 1 10,000 by the end of this year. It can be seen that the "talent base" of glory is getting bigger and bigger, and a strong enough "talent base" is the basis for glory to impact the high-end market.
That thing which is rare is dear. In the field of integrated circuits, the shortage of high-tech talents with an annual salary of 500,000 seems to be recognized by the industry. State-owned enterprises, except mobile phone manufacturers, are conquering the goal of self-control of chips and recruiting talents on a large scale, so that there are money-circling training courses in the industry under the guise of "chip talent collapse", and people in the industry point to the huge gap of chip talents.
On the road of self-developed chips, mobile phone manufacturers such as Xiaomi and OV need not only a large number of scientific and technological talents, but also a large amount of upfront funds and a long research and development cycle. After the chip is designed, who will be the agent and how much will be shipped in the future are all testing the mobile phone manufacturers.
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