IC China2017 grand opening

On the morning of October 25th, the 15th China International Semiconductor Exposition and Summit Forum (hereinafter referred to as IC CHINA 2017), jointly organized by China Semiconductor Industry Association, China Electronic Equipment Corporation and Shanghai Economic and Information Technology Commission, Expo Center, the former vice minister of science and technology Cao Jianlin, Ministry of Industry and Information Technology Department of Electronic Information Division Diao Shijing, Shanghai Economic and Information Technology Committee Deputy Director Huang Ou, China Semiconductor Industry Association, Zhou Zixue, the National Integrated Circuit Industry Investment Co., Ltd. Ding Wenwu, Vice President of China Electronics Information Industry Group Co., Ltd. Xu Xu, Director of Hi-Tech Industrialization of Shanghai Pudong New Area Science and Technology Committee, came to this exhibition for guidance. IC CHINA 2017 is based on the world's largest Semiconductor demand market in China's national semiconductor exhibition, to create the most influential national semiconductor industry display platform.

Macro 2017 global semiconductor industry

tight supply

Memory prices hurricane, 2017 global semiconductor can achieve double-digit growth of the key. From July 2016 to July 2017, DRAM prices in a short period of time more than doubled, market research firm IC Insights is expected in 2017 DRAM market size increased by 55%, NAND flash memory market grew 35% The The market size of the memory market is about a quarter of the total size of the semiconductor market, so its price volatility has a very big impact on the whole industry. According to IC Insights, the semiconductor growth rate will only be 6% in 2017, excluding DRAM and NAND flash memory, Than the 16% growth is expected to drop 10 percentage points. Relying on the outstanding performance of DRAM and NAND flash memory, Samsung Semiconductor surpassed Intel in the second quarter of 2017, ending Intel's record of more than 20 years of semiconductor leading position.

Capital cooling

On the other hand, the semiconductor industry moved smaller in the capital market in 2017, after 20 years of a $ 100 billion acquisition for the last two years (2015 to 2016). If Mobileye was not considered a semiconductor company in 2017, Total mergers and acquisitions only about 20 billion US dollars. In addition, the US government for China's background capital acquisition review more stringent, Lattice acquisitions by the US President Trump veto; including the new rules and changes in the stock market led to the previous capital operation stranded, return to A shares of the road Twists and turns of Howe technology, there is still no clear direction, and trillion easy innovation has stopped the core into the semiconductor acquisition.

Increased competition

Mergers and acquisitions and other operating capital markets decreased, but the semiconductor industry capital expenditure has not decreased. A single Samsung company, in the first half of 2017 in the semiconductor field ho throw 11 billion US dollars, Intel in 2017 formally mass production of its 10-nanometer FinFET process, SK Hynix also announced to consider the expansion of DRAM, TSMC announced 3 nanometer factory will be settled in Tainan , Plus from the beginning of 2015 in China planning a dozen new production lines, the current capacity of the situation, in a year or two or will be a major reversal.

From IC China to see the world's largest semiconductor demand market highlights:

Supply of tight (especially the supply of obsolete electronic components), capital cooling, increased competition, wave deceitful, usher in a good year of the semiconductor industry is cultivating more variables. As the world's largest integrated circuit consumer market in China, but also in the change to seek opportunities to try to improve the external dependence of the status quo. In recent years, China Semiconductor has maintained double-digit growth rate, manufacturing, design and packaging and testing industry development is increasingly balanced, but according to the plan, China's semiconductor self-sufficiency rate in 2020 to reach 40%, the total size of the industry reached 93 billion yuan ( According to the semi-association of statistical data, 2016 industry-wide sales of 433.55 billion yuan), to achieve this goal, the development of these two years is critical.

What is China's performance this year? Readers can visit the 15th China International Semiconductor Exposition and Summit Forum (IC China 2017) from Shanghai, China, from 25 to 27 October 2017 to visit China's semiconductor development trends and exchange domestic and foreign semiconductors Technology development, experience the latest products exhibitors.

Design industry, to see independent development

Lattice (to FPGA products for the main business) acquisition was rejected, marking the acquisition of overseas companies to accelerate the development of the industry's ideas are not realistic, the more critical areas, the United States and other countries for China's restrictions will be strict, Only self-development, is the fundamental way to get rid of restrictions.

In the long run, the United States rejected the Lattice case, which is not necessarily a bad thing for the development of China's FPGA industry. Although the leading competitors in China, but Lattice and Xilinx and Intel (acquisition of the original FPGA manufacturers Altera) is also a big gap, as long as the Chinese manufacturers to select a reasonable route, the government to create a better environment for the development of the FPGA Such a sub-long cycle of the industry, the growth of one or two competitors can compete with world-class manufacturers is still possible. During the 2017 IC China, Gao Yun, An Lu Technology, Xi'an Zhi Du Jing Micro will release its latest FPGA products.

Manufacturing, look good and steady

Integrated circuit manufacturing is the industry's biggest gap between the three industries. 2017 scenery unlimited memory market, China is the party to pay, whether it is DRAM or NAND flash memory, the current self-sufficiency rate is still zero. Is under construction in the Yangtze River storage, will be the first to launch the 3D NAND market charge. However, the memory market competition is fierce, decades of weak competitors have been out, and now has formed an oligarchy. How to develop the memory industry, readers can go to IC China during the "global high-tech industry development forecast" forum to listen to the views of industry analysts.

In the foundry market, Chinese manufacturers are also facing challenges and opportunities. On the one hand, the Chinese design company in the rapid growth, the local design company naturally have the tendency to support the local manufacturers; the other hand, the development of the necessary funds for development, human and knowledge accumulation of the increasingly high threshold, in which Chinese manufacturers and The gap between the world's leading manufacturers has widened. How to steadily on the basis of the existing, and gradually narrow the gap with the world's advanced level, a considerable test of SMIC, Huahong Hongli, Hua Li micro and other Chinese manufacturers operating capacity.

Sealing industry, see strive to advanced

Sealing industry and the world's advanced level of the smallest gap. According to IC Insights data, in 2016 the world's top ten outsourcing research and testing plant in three from the mainland, which long power technology among the top three, and the moon and moonlight, security and silicon products with the first group. Tong Fu micro-electricity and Tianshui days are also ranked the top ten Wang Xinchao, chairman of the long power technology, said on the eve of the IC China, China Semiconductor to catch up with the world advanced level about 10 years, but the packaging technology threshold is relatively low, the domestic development base is relatively good, so the packaging and testing industry to catch up with the speed ratio Design and manufacture faster. China Semiconductor, the first comprehensive global leading enterprises, most likely in the packaging and testing industry.

IC China 2017 has been opened, the exhibition three days of exciting content will attract the attention of the semiconductor industry. The scale of the exhibition reached 15,000 square meters, more than 200 exhibitors, an increase of about 15% over the same period last year, bringing together semiconductor design, packaging and testing, manufacturing, equipment and materials, as well as memory, FPGA, EDA, IoT, power and other popular areas, Ziguang Group (Spreadtrum, Ryderko, the Yangtze River storage), MediaTek, CEC, SMIC, Tokyo Precision, Di Sike, ASE, Huatian technology, Kyocera, long power technology, Fu micro-electricity, high cloud, Georgia Branch micro, R & S, Anlu and other leading companies will be exhibitors.

  Author ：Brittany Antonia — WIN SOURCE ELECTRONICS

 （The author of article owns the copyright.）