Vincent Gu 顾文军

Consultant, ICWise

​首席分析师,芯谋研究

Vincent Gu, a well-respected expert in China semiconductor industry, known as the chief analyst and the best writer of China Semiconductor industry. He is now served as the chief analyst of ICwise Research, a China leading semiconductor research company. Previously, he was chief analyst for IHS (original iSuppli), a global authority consultant company. Vincent has a keen and unique understanding in global and Chinese semiconductor industry and marketing research. As founder of iSuppli’sChinese semiconductor team and chief analyst, Vincent helped iSuppli’s Chinese semiconductor department become world renowned and Chinese most professional in eight years.

Vincent Gu has participated in many important Chinese government-related industry projects, policy developments and operations. In 2010, Vincent participated in “Battle for Wuhan” and published an influential article, caused high attention of national ministry leaders, efficiently prevented XMC (12’’ fab) to be sold to foreign companies;In 2011, Vincent participated in “Chinese Core (IC)” development project as the key author, and finally reported to Yandong Liu, a vice premier of the State Council, played important role in the publish of #4 Document; In 2012, Vincent participated in communication between semiconductor industry and central government,National Development and Reform Commission, Ministry of Industry,about how to develop domestic semiconductor industry;In 2013, Vincent participated in many important projects’ planning and operating, e.g. privatization of RDA and Spreadtrum; In 2014, Vincent also participated in privatization of Montage-tech as a key mediation; In 2015, Vincent established ICwise research, the first marketing research company focuses on semiconductor industry in China.

At the IC industry summit held by ICwise in 2015, many industry leaders such asthe general manager of National IC fund DingWenwu, Chairman of IC Capital (the management company of National IC fund) LuJun, Chairman of SMIC ZhouZixue, CEOof SMIC QiuCiyun, Chairman of MediaTek CaiMingjie, Chairman of UNIS ZhaoWeiguo, Chairman of BOE WangDongsheng, and Chairman of JCET WangXinchao have shown up. The summit has become the highest-end summit in IC industry, which has caused great sensation.

 

Vincent is the development consultant for several governments. He keeps good cooperative relationships with many companies, and has led marketing and strategic projects for many transitional enterprises and domestic corporations. He has given hundreds of speech and written many valuable articles like “the Wuhan Battele of China Semiconductor”, “Where Will China IC Industry Go in the Era of Oligopoly Competition?”, “Ten Questions for China Semiconductor Industry”, “the Develop Pattern of China Semiconductor Industry”, and “Chain reaction leads to great change: how UNIS acquiring Spreadtrum and RDA affects China IC industry” and so on.

Vincent has helped several transitional enterprises such as Intel, Samsung, Global Foundry, and Synopsys with developing strategies in China, and many domestic corporations such as SMIC, UNIS, BOE, HUAWEI, CEC, and Datang with developing marketing strategies.

Vincent earned a Bachelor of mathematics degree from Shandong University, and a Master of micro-electronics from Shanghai University. He has pursuing Ph.D of management from Chinese Academy of Sciences’s Institute of Policy and Management and Institute of micro-electronics, majoring in developing science and technology policy and industry plan. Vincent previously worked at leading semiconductor companies likeSMIC, 3M, Pixelworks and iSuppli at the positions of development, sales, marketing, and researching.Vincent has over ten years of industry experience.

顾文军是中国著名的半导体专家,作为中国半导体行业的首席分析师与畅销作家享有盛名。顾文军目前担任国内领先的半导体研究公司——芯谋研究(ICwise Research)的首席分析师。在此之前,他还曾在国际权威的咨询公司——IHS(原iSuppli)中担任首席分析师。顾文军对全球及国内半导体行业与市场研究有着敏锐且独到的见解。作为iSuppli中国半导体团队的创始人兼iSuppli首席分析师,顾文军在8年之内将iSuppli的中国半导体部门打造成为国内最专业的半导体团队,并在世界范围内享有盛誉。

顾文军还曾参与中国政府相关的重要行业项目、政策开发和运营。2010年,顾文军参加了“武汉保卫战”,并发表了一篇具有深远影响的文章,引起了国家部门领导的高度关注,并成功阻止了外国公司收购XMC(2012年 FAB年会)。2011年,顾文军作为主要发起人参与了“中国核心(IC)”开发项目,并最终向中国国务院副总理刘延东进行了汇报,在国务院下发4号文件上起到了重要作用。2012年,顾文军参加了半导体行业与中国政府、国家发展和改革委员会、工业部之间关于如何发展国内半导体行业的交流会。2013年,顾文军参与了多个重要项目的规划和运营,如锐迪科(RDA)和展讯(Spreadtrum)的私有化。2014年,顾文军作为重要调解人参与了澜起科技的私有化。2015年,顾文军创办中国第一家专注于半导体行业的市场研究公司——芯谋研究。

2015年,芯谋研究举办了集成电路行业领袖峰会,出席会议的行业领袖包括国家集成电路产业投资基金公司总经理丁文武、华芯投资(国家集成电路产业投资基金的管理公司)总裁路军、中芯国际董事长周子学,中芯国际首席执行官邱慈云,台湾联发科技股份有限公司董事长蔡明介,紫光股份有限公司董事长赵卫国、京东方科技集团股份有限公司董事长王东升以及长电科技股份有限公司董事长王新潮。此次峰会为集成电路行业的最高峰会,反响极大。

 

顾文军受多家政府机构聘请,担任发展顾问一职;并与许多公司保持着良好的合作关系,同时还领导多家转型企业和国内公司实施一系列市场营销与战略项目。顾文军曾发表演讲数百次,并撰写诸多有价值的文章,如《中国半导体的武汉保卫战》、《“寡头竞争”时代,中国集成电路产业何去何从?》、《十问中国半导体》、《中国半导体产业发展模式》以及《连锁反应引发产业大变革——论紫光收购展讯和锐迪科对中国集成电路产业的深远影响》等等。

顾文军曾协助因特尔、三星、格罗方德和新思科技等多家转型企业研发其在中国的战略,并帮助中芯国际、清华紫光、京东方、华为、中国电子和大唐微电子等国内公司研发市场营销战略。

顾文军拥有山东大学数学系本科学位,并于上海大学获微电子硕士学位,目前正在中国科学院科技政策与管理科学研究所和微电子研究所攻读科技政策与行业计划发展博士学位。加入芯谋研究之前,顾文军曾在中芯国际、3M、美国Pixelworks和iSuppli等领先的半导体公司担任开发、销售、营销及研究等职位,拥有十年以上的从业经验。

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