With the transfer of the global semiconductor industry to the Asia Pacific region, China's semiconductor market share and value in the global market is rising. This is just the beginning of the "SEMICON China 2017" hot degree can glimpse clues. However, China's semiconductor heat is still an investment driven, the actual level of industrial development and the international advanced level is still a big gap, especially in the gap between the material and equipment is particularly evident. As SMIC chairman Zhou Zixue at the theme summit, said: we are still very weak. One in the world's top 20 semiconductor enterprises do not have selected countries, how dare say in the semiconductor industry is competitive?"
Establishment of industrial ecological support system
China's semiconductor market is increasing. According to the "2017 Chinese International Semiconductor Technology Conference (CSTIC 2017)" SMIC CEO Qiu Ciyun introduction, since 2000, the global semiconductor market are growing steadily, especially among China semiconductor growth trend was the most significant, the amount of the share in the world market is increasing. In 2000, China semiconductor market accounted for only 7% of the global share; by 2010, this figure will become 30%; in the past 2016, the total amount of global semiconductor market reached US $353 billion, and the China semiconductor market accounted for 45%. By 2020, China's semiconductor market will account for 47% of global share, while the global total will increase to $434 billion.
Although the data is very optimistic, but Chinese semiconductor still have to face many challenges, including the challenge of international competition, the lack of human resources and to increase industrial ecosystem experienced improvement, is one of the most critical upstream materials and equipment rely heavily on overseas markets.
One of the key issues of China's semiconductor industry chain is short board, including materials, including a large number of ancillary products rely on imports, local enterprises can not provide effective support." WIKO chemical business director Sun Zheren electric had to accept "China electronic newspaper" reporter pointed out that "from the overall development of the semiconductor industry, the manufacturing sector is still the industry leader, no other aspects of manufacturing, it is difficult to make, the manufacturing industry is actually bigger, provides a market for material industry. However, the manufacturing industry is not enough, the healthy development of the integrated circuit industry needs an appropriate industrial environment, the need for a sound ecological system."
Gudeng Precision Industry Co chief operating officer and spokesman Shen Ennian further pointed out: "a relatively complete industrial ecology support system for manufacturing enterprises to participate in international competition is also very useful. The supply chain localization, not only in the control of manufacturing cost, rapid and timely response is very beneficial; more importantly, only for semiconductor manufacturing enterprises tailored, in order to ensure that the process has unique characteristics, in order to ensure the optimization of product performance." At present, China's manufacturing enterprises are still a large number of materials used by foreign manufacturers, such as Japan and South Korea, which is not conducive to the development of their own technology, but also not conducive to the cultivation of local equipment, materials and other supporting enterprises.
Fortunately, from the "SEMICON China 2017" situation, this situation is eased, major domestic manufacturing, equipment and materials, such as SMIC, Hua Hong Group (Hong Hong and Wuhan, Huali Microelectronics) new core, North Chinese, CRE division group, l will debut at the exhibition, on display the latest technology and products, showing a good momentum of development.
Support domestic enterprises upstream of vertical and horizontal integration
Since the market gave Chinese semiconductor development opportunities, should be given equipment materials and other upstream enterprises which support from the national level? In this regard, pointed out that the Shanghai microtivo integrated circuit Co. Ltd. vice president Cheng Fu, the global semiconductor equipment enterprise concentration trend is very obvious, the key equipment provider does not exceed 10. In recent years, China has supported the development of a number of equipment enterprises. These enterprises at the current stage, the first based on the domestic market. Over the past decade, China's semiconductor equipment market is not large, in 2015 before the basic every 2 to 3 years before the release of a 12 inch or 8 inch project. Such a market size, it is difficult to feed a large-scale equipment enterprises. Now with a number of large projects released, at least from the market level in expanding the scale of construction, if the annual starting 3 ~ 4 production lines, and to maintain this growth rate, I believe 3 ~ 5 years after support 5 to 6 domestic equipment enterprises is possible. The premise is that there is a certain policy tilt. For example, in compliance with the specifications of the equipment conditions, at least half of the equipment from domestic suppliers procurement. This will give the state-owned equipment manufacturers a chance to grow. The growth of the equipment factory needs an appropriate business environment, and the accumulation of capital, talent and technology needs a process.
North China Science and Technology Group senior vice president, Limited by Share Ltd chief strategy officer Zhang Guoming said: "after twentieth Century, after more than ten years of development, China semiconductor equipment industry has emerged in several technical and scale with the pioneer, completely have the ability to play the role of leader and industry. In the past China semiconductor equipment industry to the overall impression of the outside world is "small, weak, scattered," the new development situation, domestic equipment manufacturers also have the necessary, through cooperation, and enhance the overall strength of the conditions and opportunities. The jack in the fine and not, even in Holland, the United States, Japan, the semiconductor equipment in developed countries, the representative equipment manufacturers