Global semiconductor market growth in 2015, according to the latest data released by SIA, global semiconductor market sales of $2015 in 335.2 billion, down 0.2% year-on-year. Although has also been the negative impact of the global environment, but in the "made in China 2025", "Internet +" good policy, driven by China's semiconductor industry is still maintained a fast growth. In 2015 China's semiconductor market scale is still a record 1.1024 trillion yuan, up 6.1% from a year earlier, to become the world's one of the few can still keep growing regional markets.
In particular such as Intel, TSMC heavyweight semiconductor giant, the expansion of the new plant in mainland China, will greatly promote the development of China's semiconductor industry, leading to semiconductor materials such as market growth. How to develop China's semiconductor market? How to pick up this opportunity to expand the city share? A reporter interviewed and photochemical electrochemical place of business, deputy director of the Chen Yunan.
The market demand rebounded in 2016 products unit price will fall
Reporter: in 2015, the global semiconductor m&a tide, you predict 2016 semiconductor industry situation of mergers and acquisitions will be how to develop? Will continue this trend?
Chen Yunan: in 2015, is a large-scale mergers and acquisitions, in addition to Intel's acquisition of Altera, Avago global m&a acquisition broadcom, on both sides of the industry have appeared in the moonlight to buy silicon products, purple light stakes in such cases. This is to a certain degree after the inevitable trend of development of the semiconductor industry, enterprises need to integrate various technologies, further formation of advantage. So I think that mergers will continue.
To this, I am a positive attitude, since is the trend of industrial development, as long as they don't form the monopoly, affect the health of the industry growth, is optimistic.
Reporter: in 2015, the Chinese government issued a series of boost industry policies, such as "made in China 2025", "Internet +", etc. What effect do you think of the semiconductor industry? In 2016 the Chinese market will have performance?
Chen Yunan: when it comes to China's semiconductor market performance, TSMC in mainland China to set up a 12-inch fabs is an important event. It shows that China's domestic demand in the future market will be growing. In addition, believe that during the period of "much starker choices-and graver consequences-in" the Chinese government must strengthen support for the semiconductor industry. So I am bullish on China semiconductor market performance, should also keep the previous growth rate.
Reporter: in particular, you look good in 2016 which application market in China?
Chen Yunan: despite the global semiconductor market growth in 2015, but on the market in 2016, believe that the demand of various industries will slow recovery in 2016. In this environment, China's semiconductor market demand also will increase. Now, wearable, car market, industry, semiconductor market and so on, have a good growth prospects. The market hot will also push up demand for semiconductors, which is conducive to the growth of the semiconductor industry.
However, it should be pointed out that the whole market scale will increase, but the unit price of most products, due to fierce competition, are likely to reduce, is likely to affect the profit of the enterprise.
Low-end market opportunity for Taiwan and the mainland manufacturers in China
Reporter: mainland China on the basis of 8 inches factory, in recent years are also actively developing 12-inch capacity (despite the current output is not high), do you think of China to the semiconductor materials such as photoresist demand structure is what?
Chen Yunan: nearly three years, China's mainland semiconductor materials market supply and demand structure is changing. In the case of photoresist, high-end products will still buy from Japanese manufacturers, but in terms of low-end products, will gradually turned to manufacturers in Taiwan and the mainland. Such as in the past two years have been the manufacturer's purchasing from Japanese manufacturers to Taiwan or the mainland firms in China. So nearly three years, there should be some structural adjustment.
Believe that a period of time in the future, China semiconductor material supply, high-end products will continue to rely on Japanese manufacturers, factory and 8 inches and 12 inches factory mid-range part, applied materials, such as ion implantation material or passivation will gradually shift. In this regard, China's Taiwan with the mainland firms have an opportunity.
Reporter: at present our country Taiwan semiconductor factory have 12 inches factory in mainland China construction, such as TSMC and umc. In Taiwanese fabs accelerate to enter the Chinese mainland, and photochemical what market strategy?
Chen Yunan: TSMC and umc a 12-inch fabs in China mainland for supplier is positive news. Believe that after the factory, will get more chance to supply end, especially in the early stages of entering China, the enterprise in order to ensure product quality, will give priority to with the formation of the supply system in our country Taiwan. So, it in light of business development in China is helpful. We also hope to be able to seize the chance. In mainland China market, and light will be sent to you by previous acquisition antai semiconductor technology support mainland customers.
Reporter: semiconductor industry new technology applications appear constantly, ever and photochemical product key in what aspects?
Chen Yunan: always has more than 10 years in the field of semiconductor light, profound product technology accumulation. Part in the semiconductor technology, to develop the I - Line products series. Period after semiconductor encapsulation technology field of LED, LCD, also has a wealth of product line. Such as developing a photoresist chemical growth type, has good resistance to chemical properties, except Japan TOK, has not yet been launched similar products from other manufacturers.
