North American semiconductor giant are lifting lay-offs: Intel announced it would exit the mobile device system of chip market, firing 12000 people; Qualcomm said it would cut 5000 jobs last year; Broadcom to cut 1900 jobs; , Romania, is also preparing to cut Europe and the United States and other regions 20% employees... PC market is declining, the smartphone market growth is slowing, the semiconductor industry mergers and acquisitions frequently, this is a major cause of semiconductor giants layoffs.

But, by contrast, China's IC market benefit from the demographic dividend and policies to promote, in the global semiconductor decline, contrarian development is realized.

Global semiconductor market Only good view China's integrated circuit

Chip can be called integrated circuit or semiconductor, it is a tiny volume of electronic components, in the electronic information industry has a very high value, so favored by countries.

The global IC market downturn of 2015, the market sales were $335.2 billion, down 0.2% year-on-year, smartphone growth to slow down, and the PC market is the main reason. Over the past year, by contrast, China's IC market is still stuttering type development.

Global semiconductor market The development of Chinese core contrarian

IC market in China in 2013 sales of about 916.6 billion yuan, up 7.1% from a year earlier. 2014 sales topped one trillion yuan, 1.03931 trillion yuan, up 13.4%; 2015 IC sales of 1.1024 trillion yuan, up 6.1% from a year earlier.

Global semiconductor market The development of Chinese core contrarian

Strong policy "core" to build integrated circuit the road to self-improvement

Domestic market fast development, the integrated circuit is closely related to the national policy is good.

Is big chip consumption in our country, but awkward situation is that the chip consumption depends heavily on foreign imports, domestic chip can only meet the domestic IT industry, 20% of the market, IT is against national security and economic development. Therefore, in recent years, our country started from two aspects of the policy crocodile money, introduce domestic IC industry bigger and stronger.

2014, our country issued the national integrated circuit industry development to promote outline, at the same time, set up the national integrated circuit industry investment fund (that is, the big fund), in 2015, the 2025 key areas technology roadmap "made in China will be included in the list of key development industry, integrated circuit industry recently, the ministry of finance issued on software and integrated circuit industry enterprise income tax preferential policies about the problem.

By the above policy, the growing market of our country integrated circuit at the same time, industrial chain and industrial clusters have been forming.

The industrial chain, integrated circuit industry is on the middle and lower reaches of the three links. Upstream is chip design link, our country has haisi, spreadtrum company; Middle is manufacturing, smic, zhenhua technology is representative; The downstream is encapsulation testing link, our country has long telegram technology, hua tian science and technology, etc.

Industry clusters, have our country Yangtze river delta, bohai sea, the pearl river delta three major IC industry gathering area, the three regional integrated circuit industry sales revenue accounts for more than 90% of the whole industry scale.

Bohai sea area focus on chip research and development, with Beijing as the core; Pay attention to chip manufacturing and testing, in Yangtze river delta with Shanghai as the core; The pearl river delta region focus on chip design link, with shenzhen as the core.

Trend prediction: merger/consolidation as well as the emerging field is the direction

At present, compared with the integrated circuit industry abroad, there are small scale, the core technology in China do not show disadvantage, need to be improved. Internal integration, foreign mergers and acquisitions is the integrated circuit industry scale, improve the core technology of "shortcut", in the future these two phenomena will become a mainstream industry development.

In addition, with the domestic smartphone, saturation, our country will face mobile chip development dilemma, so need to be looking for more potential in emerging markets. Forward-looking industry research institute believes that need to grasp the development opportunity: first, the information security rose to under the background of national strategy, positioning and military chip localization trend will be further clear, worthy of attention;

Second, the Internet of things technology continues to be born time, wearable device chip, VR headsets/glasses, drones and other intelligent hardware chips will increasingly welcomed by the market, the future development space is big, need attention.