The integrated circuit industry of our country to meet the good policy. According to reports, related to the information security chip industry, has been promoted to the national strategic height. Developing countries will invest heavily in support of the integrated circuit industry, 120000000000 Yuan National chip industry support fund is expected to recently announced the establishment of.
In the current of our country in the integrated circuit, the trade deficit of $100 billion, compared with foreign domestic IC industry all backward, excessive dependence on imports, capital investment is not enough, enterprise scale is small, restricted the development of China's IC industry. Merger and reorganization, integration of industry chain is represent the general trend, to get rid of external dependence, solve the capital, talent and patent dilemma, localized chip is the future direction.
In the integrated circuit industry in the welcome good
In the integrated circuit industry as the foundation in the electronic information industry, has attracted national attention, "American prism door" after the occurrence of, related to the information security chip industry is promoted to the national strategic height. In this year's national "NPC and CPPCC", IC industry was first written into the government work report. The Premier Li Keqiang in the "government work report", "set up a new industry innovation platform, in a new generation of mobile communication, integrated circuit, large data, advanced manufacturing, new energy, new materials, to catch up with the advanced, leading the future industrial development".
As one of the key work in 2014 in the Chinese government, integrated circuit industry is currently in a phase of rapid development of the industry, the state attaches great importance to the development of semiconductor and integrated circuit industry, the near future will be issued IC industry support policy.
In: Recently, in the 2014 Chinese semiconductor market and the third annual meeting of Chinese Integrated Circuit Industry Innovation Conference for the first time, the relevant departments revealed four major policy support, including: the establishment of long-term mechanism for the coordination of central and local government support policies; to solve the financing bottleneck to the development of the integrated circuit industry long-standing, looking for more resources from the capital market, guide social capital investment; encourage innovation; strengthen the opening to the outside world, and encourage domestic and foreign enterprises to actively cooperate with the policy guidance, improve the quality of cooperation.
In: according to reports, developing countries will money in support of the integrated circuit industry, National IC industry support fund is expected to recently announced, the scale will reach 120000000000 Yuan, and this amount will exceed the sum of R & D in recent ten years.
In in the analysts said, with the national team funds escort, core technology breakthrough and localization will enter the peak. Including the important field of cloud computing, Internet of things, big data, digital TV chip, are expected to achieve import substitution. Industry chain, integrated circuit chip equipment, design, manufacturing, packaging enterprises is expected to usher in rapid development.
In the import and export of over one hundred billion dollars in deficit
In the integrated circuit in the downstream products of domestic market demand is growing, the global semiconductor industry gradually shifted to China, in recent years, China has become a manufacturing power integrated circuit industry. Data shows, 2011 of China's IC industry achieved sales revenues of 157221000000 yuan, a year-on-year growth of 9.2%, while the global IC industry sales revenue growth rate of 0.2%; in 2013 the figure has been updated to 269300000000 yuan. However, in this impressive growth behind, a huge deficit is integrated circuit export, the domestic market for IC is heavily dependent on imports. Statistical data shows that in 2013 the Ministry of industry and information technology, China imported IC products of $231300000000, a year-on-year growth of 20.5%, its imports more than crude oil, to become China's first large imports, IC import and export deficit of $143600000000, than going up year of growth 3.5%.
In the IC industry chain in the upper, lower, respectively, corresponding design, wafer fabrication, encapsulation. Personally, the level of gross margin in foreign countries, IC design is much higher than the packaging and testing. IC design company wool interest rate is generally 60%, wafer fabrication is maintained at 35%, packaging enterprises the average gross profit margin of only about 25%; but the domestic IC industry chain are all backward, low margin IC packaging and testing industry occupied the market half of the country, IC design and manufacturing is to rely on imports.
In the integrated circuit industry of our country in the development of the bottleneck is mainly reflected in the capital, patent and talent. The IC industry is a capital intensive industry, the labor letter department operation detection Coordination Bureau data show that, over the past 6 years, China's IC industry investment in fixed assets amount to only about $40000000000, while Intel only 2013 Investment of $13000000000; at the same time, there are serious negative growth occurred in 3 years of IC industry in China in 6 years, the total investment is obvious fall, showing instability, not continuous features. In addition, as a new rising industry, integrated circuit of high-end talent is extremely scarce; while the patent is also hampered the domestic IC industry internationalization and bigger and the main barrier strong.
Compared with foreign giants: in IC, the integrated circuit enterprises scale in our country is too small. In 2012, China's top ten IC design enterprise total sales of 22600000000 yuan, and ranked first in the world's USA Qualcomm Corp turnover reached $13180000000; in the integrated circuit manufacturing area, China, ranking first in core international and global first TSMC revenues of about 9 times the difference.
M & A is represent the general trend
In in the integrated circuit is a typical technology and capital intensive industry, its development is rapid, intense competition, with global competition. At present, M & A has become Chinese integrated circuit industry bigger and stronger, the inevitable trend of development of industry chain. Double effect change by the international competition intensifies, competition model to the whole industry chain, China IC industry chain integration or will enter a new round of the peak.
In IC: Recently, mergers and acquisitions drama turns staged, colorful. With "the" background of Shanghai Unisplendour group in June last year and November, for the acquisition of Spreadtrum and sharp Department. In January this year, Lenovo has acquired the IBMx86 server and the MO - TO mobile phone business. Datang telecommunication company integrated circuit design for integration of related business, set up wholly-owned subsidiaries -- Datang semiconductor. Pudong investment has also been to the Shanghai montage issued privatization offer. Can imagine, the next few years, there will be several revenue of more than $500000000 in Integrated Circuit Design Company.
In our country every year to import in the integrated circuit chip in excess of US $190000000000, with imports of crude oil. Analytic personage thinks, the trend is irreversible in domestic chip,The fund is expected to achieve exponential growth. How to get rid of the external dependence, gradually realize the national, is the priority among priorities localization information technology in china.
In: at the same time, the vigorous development of the integrated circuit industry, also need to solve the financial difficulties, in need of qualified personnel, patent escort. Therefore, the national policy support is the key point, and to set up overseas subsidiaries or directly to absorb talents is the only way out, improve their own level, "going out" to adapt to the international rules, participate in the formulation of international standards is an inevitable way.
