Terminals are gradually saturated, semiconductor market growth slows
In 2007, the global semiconductor market was US$255.6 billion, up 3.2% year-on-year, lower than the expected 10% increase, the lowest increase in the past five years. "In terms of output, global semiconductor production still has a large increase year-on-year, but the price of semiconductor products has dropped significantly, which directly led to the slow growth of global semiconductor sales." Yu Zhongyu, chairman of China Semiconductor Industry Association Said at the annual meeting.
The slowdown in global semiconductor market growth has also affected China's market. In 2007, China's IC market was 541 billion yuan, up 17.6% year-on-year, 1.5% lower than the expected growth rate in 2006, slowing down compared with the previous years. China's IC market began to grow steadily from high-speed growth. “The IC market growth rate has gradually decreased with the expansion of the market base. At the same time, the strong demand of the downstream electronics manufacturing industry has contributed to the high growth rate of the Chinese semiconductor market in the past five years, but as the downstream products become saturated, the output growth rate slows down. Even the decline has directly affected the growth of China's semiconductor market,†said Lu Guoying, senior vice president of CCID Consulting. From the application point of view, in addition to automotive electronics, there is no high-speed growth in the market, but the automotive electronics market share is small, unable to drive the growth of the overall market.
The packaging and testing industry is forced to supply low-end local enterprises in the high-end support industry.
In the development of IC industry in China, the growth rate of IC design sales revenue dropped sharply from 49.8% in 2006 to 21.2%, and its growth rate was lower than the overall growth of IC industry for the first time. "Some IC design companies have a single product, and the market is becoming saturated. At the same time, there are many bright spots in the development of new products, but they have not yet formed a scale. In particular, the competition in the consumer IC market is fierce, and the price war between enterprises is intensifying, resulting in sales performance of some enterprises. The decline and the growth rate of the design industry have slowed down." Yu Zhongyu said.
Although the growth rate of the domestic chip manufacturing industry in 23% in 2007 was lower than the 32.5% in 2006, it was still much higher than the global growth rate. This is mainly due to the expansion of production capacity driven by new investment. First-tier manufacturers such as SMIC and Hynix-ST are actively expanding their production capacity. SMIC Chengdu 8-inch line, Hua Hong NEC 8-inch line and SMIC Shanghai 12-inch line have been put into production. Intel's 12-inch line also ended in Dalian.
In 2007, most of the sales revenue of the top ten semiconductor packaging and testing companies in China had double-digit sales, which drove the growth of 26.4% in the domestic packaging and testing industry in 2007. In 2007, Nantong Fujitsu and Tianshui Huatian were listed on the Shenzhen Stock Exchange. Together with the Changjiang Electronics Technology Co., Ltd., which was listed on the Shanghai Stock Exchange in 2003, three domestic IC packaging and testing companies have successfully listed.
"In terms of technology, there are still gaps between domestic and domestic companies compared with internationally renowned companies, but we have gradually mastered the higher-end packaging technologies, such as FBP (Planar Package) technology and CSP (Chip Scale Package) independently developed by Changjiang Electronics Technology. Technology, Nantong Fujitsu's MCM (multi-chip package) technology, etc.. Jiangsu Yanchang Technology General Manager Yu Kangkang is quite satisfied with the performance of the domestic IC packaging and testing industry.
As a manufacturer of materials and equipment for the IC support industry, the performance of local companies is not satisfactory. The dicing machine, loading machine, sewing machine and other equipment required for the IC packaging and testing industry, as well as plastic packaging materials, silver paste, gold wire, etc., need to be imported in large quantities, and the supply rate of local enterprises is very low. "When the foreign IC packaging and testing industry develops to about 10 years, the supply capacity of its supporting equipment local enterprises can generally reach 30% to 50%, while China is currently less than 10%, far below the international general standards. Therefore, the government To strengthen the support for the IC support industry, enterprises themselves must accelerate the pace of independent innovation and change the passive situation of China's IC support industry." Shi Mingda, chairman and general manager of Nantong Fujitsu, regretted the interview with the reporter of China Electronics News. Said.
Consumer electronics into application hotspots
"3G applications, digital TV, multi-function mobile phones, automotive electronics, etc. will become the focus of future IC applications." Lu Guoying said. The current mobile phone market is being upgraded from low-end to high-end. Music, video, games, navigation and business functions are gradually incorporated into mobile applications. At the same time, 3G also brings new market to mobile phone chips. It enables users to watch the game anytime and anywhere, and mobile TV will gradually become favored. Through the mobile phone, enjoying the experience of the desktop is the development direction of the future mobile phone.†Wang Jiyuan, senior director of strategy and business development of NXP Semiconductors, said, “NXP is currently working with T3G cooperates to develop a solution that complies with China's 3G standards."
At present, the country is implementing the overall translation of analog TV to digital TV, especially the digital TV terrestrial transmission standard enforced on August 1 last year, which has brought huge business opportunities to the digital TV chip market, and digital TV chip manufacturers are also making great efforts. , launched a terrestrial digital TV chip in line with the national standard. At the same time, the Olympic Games will also bring vitality to high-definition digital TV.
It is worth noting that in the automotive electronics market, the automotive electronics market has maintained a high growth rate of 38.2% in the overall slowdown. It is the fastest growing field in China's IC applications in 2007. "In the automotive sector, China has surpassed Japan to become the second largest auto market, while international automakers have stepped up their investment in the Chinese market. By 2015 China will become the world's largest automaker, which is bound to bring the automotive electronics market. Rapid growth." Yin Gang, general manager of Freescale Semiconductor China, is very optimistic about automotive electronics
IC industry is moving steadily and rapidly
The scale of China's semiconductor market has ranked first in the world, and the scope and intensity of the international semiconductor industry transfer is increasing. Recently, Panasonic invested 10 billion yen to build the second semiconductor packaging factory in Suzhou. Cypress chose Hongli to produce electric bicycle engine control chips. IBM and Lehman Brothers invested in core microelectronics, ADI and Nanrui Jibao Electric Co., Ltd. The establishment of a joint laboratory... This shows that the enthusiasm of international semiconductor manufacturers to invest in China is strong.
In addition, the industrial development environment continues to improve, and this year the country is expected to introduce new policies to support the development of the semiconductor industry. The central government and local governments also actively encourage the development of the semiconductor industry. In addition to the leaders of the Ministry of Information Industry and the Shanghai Informatization Committee, Xu Zhizhen, deputy mayor of Guangzhou, and Yang Daomi, deputy director of the Hefei Municipal Development and Reform Commission, attended the meeting. Xu Zhiwei said that although the economy of the Pearl River Delta is developing rapidly, the scale of IC is insufficient. It is hoped that IC manufacturers will come to the Pearl River Delta to develop the IC industry. Yang Daomi said that Hefei City decided to allocate special funds each year to develop the semiconductor industry. This also reflects the determination of local governments to develop the IC industry.
Of course, the current development of the IC industry in China is also facing some challenges. The trend of international electronic manufacturing shifting to China has slowed down; downstream machine products have experienced saturation growth after years of rapid growth; in some areas, there is imbalance in demand, product prices fluctuate greatly; market competition is fierce, product prices are declining Obviously, the pressure on profit margins is greater.
However, the ups and downs of the development speed of the integrated circuit industry is a normal phenomenon in the development of the industry. In the future, China will remain one of the fastest growing countries and regions in the global integrated circuit industry. "It is expected that China's IC industry will shift from ultra-high-speed growth in the past few years to steady and rapid growth. Enterprises should start from several aspects such as strengthening market development, improving innovation capabilities, and promoting industrial integration to cope with global competition and achieve sustainable development." Point out.
In 2007, the global semiconductor market was US$255.6 billion, up 3.2% year-on-year, lower than the expected 10% increase, the lowest increase in the past five years. "In terms of output, global semiconductor production still has a large increase year-on-year, but the price of semiconductor products has dropped significantly, which directly led to the slow growth of global semiconductor sales." Yu Zhongyu, chairman of China Semiconductor Industry Association Said at the annual meeting.
The slowdown in global semiconductor market growth has also affected China's market. In 2007, China's IC market was 541 billion yuan, up 17.6% year-on-year, 1.5% lower than the expected growth rate in 2006, slowing down compared with the previous years. China's IC market began to grow steadily from high-speed growth. “The IC market growth rate has gradually decreased with the expansion of the market base. At the same time, the strong demand of the downstream electronics manufacturing industry has contributed to the high growth rate of the Chinese semiconductor market in the past five years, but as the downstream products become saturated, the output growth rate slows down. Even the decline has directly affected the growth of China's semiconductor market,†said Lu Guoying, senior vice president of CCID Consulting. From the application point of view, in addition to automotive electronics, there is no high-speed growth in the market, but the automotive electronics market share is small, unable to drive the growth of the overall market.
The packaging and testing industry is forced to supply low-end local enterprises in the high-end support industry.
In the development of IC industry in China, the growth rate of IC design sales revenue dropped sharply from 49.8% in 2006 to 21.2%, and its growth rate was lower than the overall growth of IC industry for the first time. "Some IC design companies have a single product, and the market is becoming saturated. At the same time, there are many bright spots in the development of new products, but they have not yet formed a scale. In particular, the competition in the consumer IC market is fierce, and the price war between enterprises is intensifying, resulting in sales performance of some enterprises. The decline and the growth rate of the design industry have slowed down." Yu Zhongyu said.
Although the growth rate of the domestic chip manufacturing industry in 23% in 2007 was lower than the 32.5% in 2006, it was still much higher than the global growth rate. This is mainly due to the expansion of production capacity driven by new investment. First-tier manufacturers such as SMIC and Hynix-ST are actively expanding their production capacity. SMIC Chengdu 8-inch line, Hua Hong NEC 8-inch line and SMIC Shanghai 12-inch line have been put into production. Intel's 12-inch line also ended in Dalian.
In 2007, most of the sales revenue of the top ten semiconductor packaging and testing companies in China had double-digit sales, which drove the growth of 26.4% in the domestic packaging and testing industry in 2007. In 2007, Nantong Fujitsu and Tianshui Huatian were listed on the Shenzhen Stock Exchange. Together with the Changjiang Electronics Technology Co., Ltd., which was listed on the Shanghai Stock Exchange in 2003, three domestic IC packaging and testing companies have successfully listed.
"In terms of technology, there are still gaps between domestic and domestic companies compared with internationally renowned companies, but we have gradually mastered the higher-end packaging technologies, such as FBP (Planar Package) technology and CSP (Chip Scale Package) independently developed by Changjiang Electronics Technology. Technology, Nantong Fujitsu's MCM (multi-chip package) technology, etc.. Jiangsu Yanchang Technology General Manager Yu Kangkang is quite satisfied with the performance of the domestic IC packaging and testing industry.
As a manufacturer of materials and equipment for the IC support industry, the performance of local companies is not satisfactory. The dicing machine, loading machine, sewing machine and other equipment required for the IC packaging and testing industry, as well as plastic packaging materials, silver paste, gold wire, etc., need to be imported in large quantities, and the supply rate of local enterprises is very low. "When the foreign IC packaging and testing industry develops to about 10 years, the supply capacity of its supporting equipment local enterprises can generally reach 30% to 50%, while China is currently less than 10%, far below the international general standards. Therefore, the government To strengthen the support for the IC support industry, enterprises themselves must accelerate the pace of independent innovation and change the passive situation of China's IC support industry." Shi Mingda, chairman and general manager of Nantong Fujitsu, regretted the interview with the reporter of China Electronics News. Said.
Consumer electronics into application hotspots
"3G applications, digital TV, multi-function mobile phones, automotive electronics, etc. will become the focus of future IC applications." Lu Guoying said. The current mobile phone market is being upgraded from low-end to high-end. Music, video, games, navigation and business functions are gradually incorporated into mobile applications. At the same time, 3G also brings new market to mobile phone chips. It enables users to watch the game anytime and anywhere, and mobile TV will gradually become favored. Through the mobile phone, enjoying the experience of the desktop is the development direction of the future mobile phone.†Wang Jiyuan, senior director of strategy and business development of NXP Semiconductors, said, “NXP is currently working with T3G cooperates to develop a solution that complies with China's 3G standards."
At present, the country is implementing the overall translation of analog TV to digital TV, especially the digital TV terrestrial transmission standard enforced on August 1 last year, which has brought huge business opportunities to the digital TV chip market, and digital TV chip manufacturers are also making great efforts. , launched a terrestrial digital TV chip in line with the national standard. At the same time, the Olympic Games will also bring vitality to high-definition digital TV.
It is worth noting that in the automotive electronics market, the automotive electronics market has maintained a high growth rate of 38.2% in the overall slowdown. It is the fastest growing field in China's IC applications in 2007. "In the automotive sector, China has surpassed Japan to become the second largest auto market, while international automakers have stepped up their investment in the Chinese market. By 2015 China will become the world's largest automaker, which is bound to bring the automotive electronics market. Rapid growth." Yin Gang, general manager of Freescale Semiconductor China, is very optimistic about automotive electronics
IC industry is moving steadily and rapidly
The scale of China's semiconductor market has ranked first in the world, and the scope and intensity of the international semiconductor industry transfer is increasing. Recently, Panasonic invested 10 billion yen to build the second semiconductor packaging factory in Suzhou. Cypress chose Hongli to produce electric bicycle engine control chips. IBM and Lehman Brothers invested in core microelectronics, ADI and Nanrui Jibao Electric Co., Ltd. The establishment of a joint laboratory... This shows that the enthusiasm of international semiconductor manufacturers to invest in China is strong.
In addition, the industrial development environment continues to improve, and this year the country is expected to introduce new policies to support the development of the semiconductor industry. The central government and local governments also actively encourage the development of the semiconductor industry. In addition to the leaders of the Ministry of Information Industry and the Shanghai Informatization Committee, Xu Zhizhen, deputy mayor of Guangzhou, and Yang Daomi, deputy director of the Hefei Municipal Development and Reform Commission, attended the meeting. Xu Zhiwei said that although the economy of the Pearl River Delta is developing rapidly, the scale of IC is insufficient. It is hoped that IC manufacturers will come to the Pearl River Delta to develop the IC industry. Yang Daomi said that Hefei City decided to allocate special funds each year to develop the semiconductor industry. This also reflects the determination of local governments to develop the IC industry.
Of course, the current development of the IC industry in China is also facing some challenges. The trend of international electronic manufacturing shifting to China has slowed down; downstream machine products have experienced saturation growth after years of rapid growth; in some areas, there is imbalance in demand, product prices fluctuate greatly; market competition is fierce, product prices are declining Obviously, the pressure on profit margins is greater.
However, the ups and downs of the development speed of the integrated circuit industry is a normal phenomenon in the development of the industry. In the future, China will remain one of the fastest growing countries and regions in the global integrated circuit industry. "It is expected that China's IC industry will shift from ultra-high-speed growth in the past few years to steady and rapid growth. Enterprises should start from several aspects such as strengthening market development, improving innovation capabilities, and promoting industrial integration to cope with global competition and achieve sustainable development." Point out.
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