More than 2017 China top ten semiconductor prediction: to rise in price Mergers and acquisitions over!
Argued among the semiconductor can be sustained growth in China, we tend to overlook China's semiconductor market size, size large in the Chinese economy, a lot of potential opportunities.No matter how Chinese semiconductor growth in 2016, China's semiconductor is further enhanced in the position in the global semiconductor industry.I think, in 2016, China's economy will overtake semiconductor history, reached a new level, and the diversity and volatility increases, its performance is multi-dimensional.
In fact, in today's China semiconductor market level is super trillions of dollars assembly (10 months of imports will reach 1.3 trillion, 2016 years ago, is 2 times as much oil).The rise and fall success or failure, different scene.China's semiconductor, the world's leading, is useless.You feel directly depends on your role in the semiconductor field.Wafer foundry in 2016, is to make money buying and selling, memory all industrial chain base in making money, and low technology content testing vendors may be a door.You face China's semiconductor, a luxury or back?Know the answer and make plans will directly determine your performance in 2017.
In 2017, China's semiconductor market is the world recognized the trend will continue for a long time, one of the most notoriously is the expansion of China's capital;Although a sniper, but these are episodes in China towards the world semiconductor stage.In this article, the core list (list) semiconductor industry will, as always, to the trend of the best known one has brought, and focuses on those who I think is more important and significant trend of the accelerating expansion or close to the trend of the critical point.
1. The international mergers and acquisitions, domestic now of consolidation of the national integrated circuit industry development promote the outline planning of most people aren't strange.Perhaps the only challenge is the government to the core of new guidelines in the official language to interpret.In order to avoid potential risk, enhance the competitiveness of the company, the domestic semiconductor companies will also be a wave of consolidation.For example purple light and wuhan new core hands this year, and Beijing is bought from the Chinese capital OV happens frequently.While the future may be more happened in IC design company.
The outline clearly put forward to 2020, the integrated circuit industry with the international advanced level in the gap gradually narrowed, industry-wide sales income average annual growth rate of over 20%, has been a sharp increase in enterprise sustainable development ability.By 2030, the main IC industry chain link has reached the international advanced level, a batch of enterprises into the international the first echelon, to realize spanning development.
Meet the national integrated circuit industry development promote the outline of objectives, pure rely on hard work, self-help development road, it is simply a fable.The only way that can quickly achieve national goals may be the long route of international mergers and acquisitions + self-help research and development, forecast the route should be able to last until 2025, but the international merger and acquisition of Chinese multidimensional blocked, difficulty is not a few enterprises, a few fund can be overcome.
But the international merger and acquisition way for Chinese hostility has risen to national level (such as the United States, Korea, Germany and Japan for Chinese semiconductor has to track), even to the Chinese capital to enter Chinese Taiwan area is on pins and needles;Is rare and quality target, can basically test about mergers and acquisitions, the rest may have to crack (of course, the garbage must exist), as long as our firm confidence, grasped the nettle and understanding foundation, find a good way,, we will be able to face the "crack" (a leadership of a speech, use a few words), we will be able to win China's semiconductor science and technology to be completed.
In order to avoid potential risk, enhance the competitiveness of the company, the domestic semiconductor companies will also be a wave of consolidation.For example purple light and wuhan new core hands this year, and Beijing is bought from the Chinese capital OV happens frequently.While the future may be more happened in IC design company.
2. Local governments are blindly following, small and medium-sized enterprises in market since the national integrated circuit is established in 2014, all parts of the country raised a hot wave semiconductor construction, local funds are frequently emerged in semiconductor.
Now, wuhan, nanjing, Beijing, Shanghai and hefei and other places have established integrated circuit fund, and invest in the construction in different areas, to build with local advantages of integrated circuit enterprises, to perfect China's integrated circuit industry chain.Predictably, in 2017, China's local IC investment will continue to heat.There will be more industrial park and semiconductor base, policy support, bring greater good entrepreneurs of integrated circuits.
Cooperating with local governments, some enterprises have no technical background on schedule, to the market;Blind zhuifeng, well see overall profit in 2016, production capacity is insufficient;Investment is still acceptable, regardless of the future cast money into the line 6, 8 inches.These are made by the international big background is good, not too.Learned that core list, jiangsu was a 6 inch production line, n years ago, some governments scramble to buy...I just want to say: this is not take money when the yuan.
2017 May be listed on semiconductor companies focus on the phenomenon, some technologies good enterprise such as jiangfeng electronic;Some get government support of enterprises such as dongguan style.Some funds to buy into seeking profit out of enterprises, and so on.
Or can be called semiconductor companies listed in 2017.
3. The wafer foundry capacity remains tense, IC costs will continue to rise since 2015, due to heat, such as fingerprint identification combined with integrated circuit of the growth of the other requirements, let foundries capacity status, especially in the 2016 years, this kind of situation more obvious.But this year, the domestic increased a lot of wafer foundry production line, especially for most of the world's new 12-inch wafer production line, thought can relieve the crisis capacity, but is not.
Notable is due to the rise of big data, increased the demand for storage products, including the light, samsung, Toshiba, and the numerous manufacturers, SK hynix, would enlarge the capacity of 3 d NANA Flash, this increases the demand for blank wafers, due to the storage of large manufacturers words business ability is strong, it could lead to Chinese foundries tension capacity continuously.According to industry insiders, recently the world's three largest silicon wafer plant letter (Shin Etsu), earn more, Germany SiltronIC because of materials and production capacity, adjust the ex-factory price of blank silicon wafers.In addition to the silicon wafer, glass fiber, grinding paste, quartz and so on will also give the IC manufacturing costs have gone up a lot of pressure.Plus labor costs rise, looking forward to 2017, the cost of IC may will go up, this will give the chip manufacturers and downstream terminal bring huge cost pressure.
4. The current situation of high-end talent shortage of integrated circuits, talent search toward the world itself, the basis of China's integrated circuit is not solid, the cultivation of college talents for integrated circuits is unsound, connectivity between enterprise and the school is not quite close together, lead to some of China's integrated circuit disconnect between talents training and enterprises demand.Although the early years of the national integrated circuit professional promotion to a more important position, many schools are also put out alone for electrical engineering, as an independent college, but in the future for a long time, domestic IC talent shortage will become a common situation.
Especially in the fab process technology talent, more obvious shortage situation.Manufacturing is industry has a high requirement of technology accumulation, which is in itself a source of domestic weaknesses, but domestic expansion fabs over the past two years, increased demand for related personnel, this problem is worth attention to enterprises and colleges and universities.
5. The domestic MEMS sensor industry power wearable and automotive electronics will be the future growth, and these two areas for the demand of the sensor in the foreseeable future, will greatly enhance the domestic could not overlook this big market.
But for the lack of high-end talent, the lack of the industrial chain, price competition is intense, MEMS in China if you play well in the future competition, the basis of their set up their own advantages, has become the focus in the future.
6. The semiconductor materials and equipment industry to seek new development this is part of the domestic need to seek progress in the future.For a long time, we in the semiconductor field construction are mainly focused on the design and manufacturing, and other fields, but in more upstream areas of materials and equipment, didn't seem so obvious to progress.But it is obvious that the two pieces of importance is self-evident.
Looking forward to 2017, China's semiconductor industry may be by way of buy-out or holding, to get the target of domestic sevenstar electronics enterprises will also increase investment, further improve the domestic IC industry chain.
7. 10 nm, 7 nm, 5 nm technology breakthrough, giant competition China benefit from TSMC, samsung technology competition;International giant iot, automobile electronic competition;China into a giant determined under the pattern of market, loss of China, losing the world's comments or start from semiconductors.
8. Purple light dilemma: the development of Chinese memory into the deep water area is not short of money and catch up with the big background of thunis, besides the merger by the industry praise and new core, really lack of reasonable acquisition, merger nowhere for many times, the Chinese companies to invest or buy high quality company or asset opportunity seldom, if any, will be very expensive, overseas mergers and acquisitions are often some of the problems of the company or assets.Want to change this situation, Chinese enterprises still have a long way to go.
Make industrial park with several local governments cooperation, but also have a crush on local government land, local government funds.Really can come up with much noise?I see a hanging..
Wuhan new core is half of the mess, can't say no, but is also the most bottles, half a bottle crash.Wei-guo zhao chip dream of China, on the Yangtze river storage also can have a long way to go.Domestic storage pattern of tripartite confrontation, in the short term will not change.
9. Reduce employment and wage rises can lead to declining confidence loss, layoffs, mergers and acquisitions increase, is a direct result, jobs cuts, but because of the support of the country's semiconductor industry should not obvious.Please believe without government support, there is no technical content of the enterprise, really have no future.
10. The last point...China's leading semiconductor power will highlight is too early to say the Chinese team won the approval of all global semiconductor, but the money has been pouring into the domestic industry has been the fact that does not dispute.2017 deepen China's semiconductor fraction of the status of the enterprise, has already begun to implement, official media in China electronics, purple light, core, long telegram companies such as intensive coverage can know a thing or two.
Other countries will follow the example of China, set up national semiconductor;, semiconductor race, will be in their national team, the world will be so.When the other team is studying how to break into the Chinese market;And China's national team is how to lead change world semiconductor structure.
The pattern of China's semiconductor leader should not just China, their vision is supposed to be the world.
Finally, a cliche, don't interest in semiconductor companies in the short term.Try to dig China semiconductor long-term development trend