Global semiconductor industry consolidation trend, the rise of supply chain and positive is red tie chase, east Asia technology giant, Japan once ahead of South Korea, Taiwan and mainland China, but due to miscalculation market timing and layout, ushered in the loss of 20 years, is now the timing of the dormant waiting again.

In fact, familiar with the Taiwan semiconductor industry, said the Japanese semiconductor industry present situation is not very good, but in the field of semiconductor equipment, materials, Japan's semiconductor industry still has a lot of niche market.

Watch Japanese semiconductor manufacturing industry, almost without exception, are all IDM (integrated manufacturing components company), design, manufacture, testing all in the same company, only a famous IC design factory only MegaChip, global ranking is about 23, 2015, with the rise of Taiwan semiconductor industry pattern is not the same.

Japan's semiconductor industry in the 1980 s ~ 1990 s dominate the global market, especially in the field of DRAM, and even forced Intel (Intel) to the CPU. Started from 1990 to 2000, however, DRAM market appears a series of whole and agitation, on a joint, such as Hitachi (Hitachi), NEC will reach Elpida, and sell them to 2013 Micron (Micron); In OSAT encapsulation outsourcing (test) mining areas, Fujitsu (Fujitsu) and Renesas electronics (Renesas) formed J - Device, in 2016, is Korea Amkor formal acquisition system testing companies.

Roughly divided into logic IC, semiconductor memory, power/analog semiconductors, due to the logical changes very fast, in fact Japanese companies don't like to do at present, power and analog semiconductors need specialization method, and the global semiconductor growth momentum than about only 3-4%, power semiconductors in recent years the growth momentum of hold about 20%.

Watch Japanese history of development of semiconductor in Japan in the 80 s is a large consumer market, semiconductor seized more than 60%, but compare with in recent years, Japanese market did not change too much, but factory is a global market share has been slipping, main industry in the world are growing, factory also continues to increase the proportion of outsourcing.

And Japan's semiconductor industry, there are many unknown materials, equipment and supply chain industry, can be said to be the hidden champions in the industry. Japan supplies more than 30% of the global new semiconductor manufacturing equipment, the top ten including Tokyo power kechuang, dean, Hitachi apex technology, Ed, etc.

Japanese companies also supply more than 50% of the material required for semiconductor manufacturing, packaging materials, in particular, should include JSR Micro, Tokyo, Japan chemical industry ToK, etc. In the future such as advanced semiconductor wafer manufacturing process such as 5/10 of the nanometer, are used to these materials.

Despite Japan's semiconductor industry and now look at the bottom, and there's no sign of inversion, but the fact is that the Japanese industry is still at the beginning of leading global technology strength, the factory had history of mergers and acquisitions, closed beta pair is also can treat as Taiwan's mistakes. If the silicon product with moonlight can really implement industrial holding company, on its own management, may not need to walk the whole and after throes, and exert the best synergy.

Although the mesa mainland official spare no efforts to foster the semiconductor industry, "big fund backed by several group of continuous acquisition and display its merger intention, but the semiconductor industry, too much and is not a good thing, red semiconductor supply chain development and technology gap actually, especially destinations5 but power semiconductor field of specialization.

Japan's semiconductor industry recovery may need a period of time, but also because, factory don't like to change the characteristics of Taiwan industry if we can keep good relationship with factory, can last very long, also can keep technology gap with the mainland, the brand value of parts, factory has also spend a lot of resources, it is also the future Taiwan players can think and use areas.