At the exchange dinner held on the 27th of this month, "China Semiconductor Association of North America visited "IT Times - Global Semiconductor Development Trends and Domestic Market Hotspots", the authoritative organization in the field of semiconductor industry research: Li Shuchong, general manager of CCID Consulting Semiconductor Research Center Mr. made an excellent speech, analyzing the current situation of China's semiconductor market and industry, as well as the future development trend of China's semiconductor market and industry in the next few years.
First of all, he pointed out that China's semiconductor industry has maintained a very rapid development trend in recent years. In the field of consumer electronics, China's production capacity has reached a very high level, and 80% or 90% of many products are made in China. From 2006 to 2007, due to the proliferation of black mobile phones in China, MTK made very rapid progress. This is a special place in China compared to the US market. However, the growth rate of China's semiconductor market has declined for four consecutive years. This is because the growth rate of the consumer electronics market in the application field has gradually slowed down. In the three areas of design, manufacturing and packaging, China is the weakest in IC design. The overall growth of the industry is mainly driven by investment, such as Intel's Dalian 12-inch chip factory.
Li Shuchong predicts that in the next few years, the rapid development of semiconductor manufacturing processes and technological progress will be the main driving force for the progress of our market. For example, the Intel Centrino concept has promoted the development of the wireless interconnection market. In the future, technological progress including the 45-nanometer process will bring about changes in the three major application fields of applied computers, consumer electronics and network communications; 3G applications, digital TV, digital home, music, photography, games, automotive electronics, etc. are the future Development hot spots.
In terms of the external environment, he said that national policy support, a favorable industrial environment, and an improved investment environment are also important driving factors for market development. In particular, many local governments have introduced supportive policies in recent years. Large-scale events such as the Olympic Games and World Expo are also good driving forces.
At the same time, Li Shuchong believes that my country's semiconductor market is facing severe challenges, and China can no longer continue to be proud of the work of "turning screws"; both the RMB exchange rate and the new labor law have had a great impact on the pure processing and manufacturing industry, and have led to the collapse of thousands of companies. The DVD industry is a lesson learned from the past. Fierce domestic competition and profit margin pressure are also important challenges encountered by semiconductor manufacturers. The market needs a compromise between market size and price profit. Moreover, with the advancement of production technology, investment in production lines has also increased dramatically, directly leading to an increase in operational risks.
Regarding the development prospects of China's semiconductor industry, his view is: China has occupied one-third of the global market, and local governments have paid unprecedented attention to it. The financial support is very strong, which is far greater than the national investment. This will be a good boost. . The practice of blindly pursuing GDP is changing. The proportion of high-tech industries is becoming more and more important. Many local governments have focused their industrial restructuring on IC manufacturing and panels, so this is a good opportunity for semiconductor companies. China's current emphasis on intellectual property rights and changes in the political situation in Taiwan, China will play a very good role in promoting this.
Regarding the issue of technological innovation, Li Shuchong said that "innovation" and "copying" must be clearly distinguished. It does not mean that we follow what others do, which is innovation. We cannot just use other people's things. The true heritage of an enterprise depends on its core competitiveness. Intellectual property rights require long-term accumulation. But now the industrial development is very impetuous, local governments pursue economies of scale, and Foundry manufacturing plants are very popular. However, in terms of design, due to small capital scale and long timeliness, they are still in a very low state.
Is the MTK model innovative or "killing" innovation? He pointed out that this "one-stop" service allows almost anyone to easily process and produce finished products, which puts great pressure on companies with R&D and innovation potential, severely shrinking the technological content of this industry and hindering industrial upgrading.
