With the global semiconductor industry entered the mature period, industry characteristics show some new trend. Recently, the lead on two trends include: system machine factory is re started R & D chip, and semiconductor companies, mergers and acquisitions, wind.
The whole machine factory has a profound influence on the research of the chip.
The current international semiconductor industry is an important phenomenon after years of cooperation and development, factory of the whole system is re started development as the core chip, the change of global semiconductor industry ecological development will have far-reaching effects. Such as apple developed iPhone application processor, iPhone success greatly encouraged other system machine manufacturers to invest in R & D chip, and the self-developed core chip and maximally ensure the competitiveness of the whole.
Is expected in the system of the whole enterprise self-developed chip market share will increase to 14.5 percent by 2020 from 4% in 2010, which Apple will be the main, other companies will follow, the whole system of the enterprises are facing the biggest challenge will be third party IP core, high R & D investment and its whole product sales can support IC research and development.
Is expected to chip design services company in the next few years will be more from the whole system service orders, such as TSMC foundry enterprises will be in the IP core into more power, to help the whole system of the development of enterprises and their products, the traditional chip manufacturers (including the IDM and fabless), in this case to gradually adjust their positioning, become a number of manufacturers of system the second or the three sources of suppliers.
Integration of mergers and acquisitions to become the trend
With the global semiconductor industry has entered a mature period, the integration of mergers and acquisitions between enterprises become the trend of the times. More than half a year, China has emerged a series of high-profile mergers and acquisitions, have a greater impact on the domestic industry.
From core cre Haowei technology acquisition case, Howare technology of main business for cmosimagesensor, product and industry are very important. Next step if we can acquire Galaxycore, Sibike, is expected to create strong CIS products enterprises, urge China to become the CIS product power. But the problem is that the core CRE constitute the social capital investment company, after the successful acquisition of how to exit, by whom disk access, will be a problem.
From Wu Yuefeng capital acquisition core semiconductor, core business mainly for semiconductor semiconductor memory. This is a strategic industry, the core of the development of a special type of semiconductor memory, its breakdown field also has important value. Just as competitors, Samsung and Hynix, micron Cypress etc.. And this is also the case of mergers and acquisitions who will pick the question, the next step or can be sold to the same side of the core, trillion easy innovation.
From Jian Guang capital to acquire NXP PFPower department, RF power device, is very important in the communication industry.
From the same side of the core acquisition of Xi'an Hua core semiconductor point of view, this is a merger between the domestic enterprises. Storage industry is very important. Although the process of mergers and acquisitions have a small twists and turns, the overall smooth. However, the future competition will be Samsung and Hynix, micron, the next step will be how to development is still unknown.
From Changjiang electronics technology merger stats ChipPAC case, the merger is industrial capital implementation of mergers and acquisitions, through mergers and acquisitions will make Changdian technology expected to enter the global advanced packaging ranks.
Sum up can be found, now China's semiconductor high level of talent team is very lack. Although the effective operation of large funds, to mobilize the enthusiasm of social capital, but when the completion of the acquisition of social capital, the need to have a good exit mechanism, the industrial capital to pick up. In this regard, China also has a short board.
The semiconductor industry inside Moore's still continues, but encountered many challenges. At present, it seems that the semiconductor process to sub nanometer technology is feasible, economically feasible is currently unknown. Semiconductor process technology will continue to evolve, but China's integrated circuit manufacturing process in 2020 and the international advanced level will be maintained for about 4 years. By the policy, capital, China's integrated circuit industry continues to develop, but the constraints of the fundamental contradictions across the short term can not be resolved. From a global perspective, the semiconductor industry has become a mature industry, but in China is still a high-tech industry. Investment is China's integrated circuit industry is currently the hottest content, but the way to invest is worth discussing.