Xu Xiaotian first called for China's semiconductor industry the big industry into money.
The industry consensus is industry must make money, otherwise unable to continue. China's semiconductor industry development at present USES the "big fund" as the leading factor, result is outstanding. However, such "ShuXieShi" support way not too long, it sooner or later to return to the market economy rules, for growth of China's enterprises should not lack a lesson in the global competition.
Global semiconductor industry, ups and downs, and not problem-free, such as former scenery of Japanese semiconductor industry may disappear, but its research and development, the material, including the talent base is strong, is second only to America's second big powers.
China's semiconductor industry can't be compared with them, the industry development stage is not synchronous, at present still in the need to rely on the government funds to promote the development of the industry.
Careful analysis of Chinese semiconductor chip manufacturing industry can be divided into two kinds, one kind is going mature process of 8 inches and under the production line. They are the basis of industry, quantity is numerous, can achieve self-financing. Although is not very outstanding in the competition of globalization, but basically can self-improvement and development. Due to the development of China's semiconductor industry unique environment, for them on policy remains to be further motivate and improve, let them grow in character.
Another kind is huge investment, advanced production line process of 12 inches. They are China's semiconductor industry benchmarking, but the industry foundation is weak, the west's control and so on factors, at present only under the condition of low depreciation can survive. So often is industry had high hopes, and enterprises appear dilemma under the pressure to survive. On the whole, this kind of enterprise is the key of the support, they rise cycle is relatively will be slightly longer.
At this stage for China's semiconductor industry to achieve profitable difficult is the advanced process of 12 inches production line, the main reason has three aspects:
One is a huge investment, big depreciation expense; From the components of the chip cost, 10% - 12% of the cost, including personnel salary, silicon materials, about 7% of the research and development expenses (OEM), is another big depreciation, such as in 20% 25%, obviously corporate profit margins at around 30% could do not cover the charge and losses, method is to reduce the depreciation, or age, such as low depreciation and reduce development costs. This is why China's eight inches production line easy profit quickly, because it is to buy second-hand equipment, a total investment scale is small, and soon accounted for less than 5% of depreciation:
Another in terms of advanced technology process is a "follower", total ratio on both step, such as 3 d NAND, samsung has production in 2013, when the wuhan new core plan for 2018 32 layer 3 d NAND volume production, the depreciation of samsung xi 'an factory, most cost has been completed, plus they are technically advanced, so samsung product costs must be compared with the "new core" will be much lower, the future price at a disadvantage position in wartime, so the future can withstand years of losses is a big problem.
The last one is the western control and prevent, at any time, don't hold fluky psychology, the west will sooner or later, the key to strengthen the research and development in China, striving to improve quickly.
China's semiconductor industry has its unique environment, it has a ‡ë home security and IC localization must solve the problem, so treat 12 inches of some new production line, in the home security and loss of balance, temporary conditional choice losses when none, but not too much and too long. However, the industry was concerned about "a mess". Although 12 inches production line is the need of industrial development, but also must with force and adapted basis, can meet the demand of market capacity in popularity, instead become a big burden. Clearly how many items we should rejoice started signing, but more concerned about the next five years later how much home is still alive.
Objective profit is only the initial stage of the enterprise, survival ability to assess its cash flow can meet the needs of its upgraded, this is the base of enterprise can survive.
So to turn China's semiconductor industry to make money, must hold to the overall goals, but to separate categories. Advanced manufacturing processes for the huge investment at present stage 12 inches production line, it is need a process of digestion, may be for the good of the industry will continue to support them, accelerating shorten the period of transition, and finally realize the self-improvement and development of the production line.
