To help China become a global semiconductor eco partner is the service tenet of SEMI in china. The day before, SEMI global vice president, President of Shaanxi made a special trip to visit China multi photonic integrated circuit technology Research Institute pilot (pilot Institute), a fruitful meeting with President Mi Lei in a founding partner & pilot academy star, and made a wonderful "global semiconductor industry status" as the guide and hospital the incubation of the corporate members of expert forum, multi systematic analysis of the development status of the semiconductor industry and the current Chinese manufacturers in the semiconductor industry chain position, demand and future opportunities, and laid a good foundation for the next step of SEMI further cooperation with the pilot institute.
Multi speech said: with the rapid development in recent years China semiconductor industry, the semiconductor industry has become the world's largest China demand area, reaching 44.2% in 2016 is expected to reach 45.8% by 2020. To this end, this year, the major market consulting institutions have been increasing the global conductor revenue growth forecast in 2017:
In November 2016, WSTS growth forecast of 3.3% in 2017 January 2017, Cowan semiconductor revenue; LRA growth forecast of 4.4% in 2017 January 2017, IBS semiconductor revenue; forecast of 4.6% growth in 2017 of April 2017, VLSI semiconductor revenue; Research growth forecast of 7% in 2017 May 2017, IC semiconductor revenue; Insights growth forecast of 11% in 2017 April 2017, Garter semiconductor revenue; forecast of 12.3% growth in 2017 will be semiconductor revenue break through $400 billion, is expected in the next five years compound annual growth rate of 4.7%.
Multi analysis, the semiconductor industry has become the second largest export products, after the aircraft, the actual control of output value of more than $200 billion, more than any other major computer, telecommunications and other electronic products. Globally, the United States contributed 48% of the semiconductor capacity, but only 13% of its demand. China, by contrast, is the largest and fastest growing market. In the global semiconductor market demand, China ranks the first position in the world, about 44.2% in 2016, 2020 is expected to grow to 45.8%. The driving force for growth in the long term, growth in the next ten years as the main source of IOT networking, automation, 5G, AR/VR, and AI, the demand for the semiconductor industry for at least the next five years will maintain a rapid growth.
However, the market Chinese multi pointed out that a serious shortage of production capacity, with only about 5% of capacity, it also includes the establishment of foreign invested enterprises in Chinese production plant, such as the production base in Xi'an samsung. But Chinese markets are constantly striving to improve production capacity, from 2015~2019 in all regions of the world's new Fabs factory, China area is the most active, of course, which also includes the TSMC, Intel and other foreign manufacturers in mainland China investment.
The growth of the semiconductor industry from the demand for equipment. Multi view, the domestic semiconductor design and manufacturing, packaging and testing has made very good progress, but the equipment and materials are still zero. At present, the global market of semiconductor raw material and auxiliary equipment is about 43 billion 400 million US dollars, while the demand from semiconductor equipment is about 36 billion 700 million US dollars. In 2017, the demand for semiconductor manufacturing equipment was brisk and the whole world was frantically customizing the equipment. However, at present, Taiwan (TSMC), South Korea (Samsung, LG) capital invested the largest, while mainland China's semiconductor enterprises are still less investment.
From 2017 to the global semiconductor equipment demand from Europe, the semiconductor equipment needs an increase of 166%, followed by South Korea, the demand growth of 114.3%, an increase of 88.3% in Taiwan, China, growth of 24.1%. At the same time, the domestic equipment is from "0" to "1" of the overall layout.
Multi point, wafer manufacturing foreign gap is still widening. From the global wafer manufacturing technology, SMIC is China's leading foundries, but its more backward TSMC three generation, 28nm is still in the debugging production line is still not stable enough, the gap with the international advanced level in the widening.
Multi said: 2017 global semiconductor market growth is very strong, the main source of growth in the memory market, but China district currently in this area is still blank, and because the memory chip prices leads to the increase of PC and intelligent mobile phone manufacturers need to pay higher costs, not to China government will further increase the semiconductor industry investment is expected, and the CMOS China chase still needs a long process. But today, in the field of optoelectronics, the incubation and investment in optoelectronic integrated circuits, led by the Institute, will be a step closer to the progress of domestic chips.
Multi said, SEMI is a global electronics industry chain on the global trade association in the past 40 years, SEMI has more than 2000 enterprises engaged in the semiconductor member. In China, SEMI also joined the major domestic semiconductor manufacturers to jointly build the "SIIP CHINA industry innovation investment platform", the platform is not only concerned about industrial investment, but also more concerned about innovative investment. While the Institute will focus on the creation of China's innovative enterprise incubation platform, the future will pay more attention to cooperation with SEMI investment in innovation, and better services in China's optoelectronic industry.
Subsequently, President of the multi exchange with Dr. Mi Lei said that Dr. Rice's "very hard technology" concept and science Chuangxing investment philosophy. At the same time, also believes that the focus of the optical electronic integration of the pilot, select this time point to cut into the field of optoelectronic integration to build investment and incubation platform.
