Recently, the semiconductor industry chain in China last year sales of 560.95 billion yuan, including electronic packaging sales reached 300 billion yuan for the first time. 17. This is the reporter from wuhan at the 17th international conference that electronic packaging technology. , industry experts said in recent 10 years, China's semiconductor grown especially rapidly electronic packaging industry, electronic packaging enterprises from more than 70 in 2001, the total development to the present more than 330, sales have occupied more than half of the semiconductor industry.
As electronics manufacturing superpower in the world, in recent years, China's electronic information industry rapidly promote global status, industry chain matured and for providing opportunities for China's integrated circuit industry development. Our country has been in the high-end equipment, complete sets of integrated circuit technology, key material, encapsulation testing and other fields has made some breakthrough. The domestic semiconductor testing link mainland manufacturers in advanced packaging technology and the international first-class level, part of the electronic supply chain enterprises to enter the foreign line manufacturers, and start into the expansion phase. On the one hand, as at the forefront of the domestic semiconductor testing, accelerate the pace of globalization, but also maximum extent, related to the global semiconductor cycle. Testing in Taiwan, on the other hand, merging the French masters, the moonlight and silicon, is expected to bring the mainland manufacturers list and the talent flow.
China's semiconductor market popular, international leading manufacturers coveted Chinese testing market. On November 8, 2016-11, the world's second largest giant factory by Ann, Taiwan seal is sealed by moonlight, leading enterprise long telegram testing China, hua tian technology (002185), and other domestic and foreign testing giant gathered in Shanghai, trillion-dollar national semiconductor exhibition ICChina usher in a closed beta manufacturers enter. Based on the Chinese mainland consumer electronics one of the biggest manufacture and application market, China's packaging big opportunities for all ages
International: testing three days by moonlight, Ann and China how long telegram war
It is understood that the world's second largest testing factory by Ann (Amkor) (booth no. : 5 d157), has become the latest good catch, governments across the industry support fund, a lot of group are in the second half of the 2016 plan to bid, including just finished buy star division chippac long telegram group (5 c107). Mainland testing industry, recently the central government has prepared RMB 10 billion - 20 billion lines, encourage enterprises to brave to acquisition by Ann, who is a hero money is bravery, Ann on the next is expected to get a lot of invitation from the mainland.
Global testing industry seems to be in 2016 years, became instant ase (booth no. : 5 d087), on the structure of the three tripartite confrontation with long telegram, etc. Following the long telegram group successful merger and acquisition star division ChipPAC (STATS ChipPAC), moonlight, silicon products also finished allied action, in on both sides of the testing industry chain is constantly SouKuo advantages, geographical and human conditions, by high prices will finally agreed to by and Ann, has become a new topic of global testing industry chain.
Last year, according to dramexchange, moonlight in the city accounted for 18.7% of global semiconductor testing industry, combined with silicon products, market share of 28.9%; Amkor technology global share of 11.3% last year. Taiwan semiconductor testing industry says, semiconductor testing industry towards the head Evergrande trend obviously, the mainland is tilting force of official big prop up, jiangsu long telegram previously announced acquisition of the world's fourth largest Singapore's division chippac semiconductor testing factory, if we start on rich micro electric (002156) acquisition by Ann, mainland in semiconductor testing industry scale more stronger.
China: purple light joint new core, undertake huatian, accelerate national memory strategy
On July 26, 2016, the purple light group (booth no. : 5 b089) and wuhan new core (booth no. : 5 b106) integrated circuit manufacturing co., LTD., wuhan new core changed its name to the Yangtze river storage technology co., LTD. New company owned by the purple light group, the integrated circuit industry investment fund and wuhan government support fund jointly owned. The move aims to build a stronger manufacturing enterprises, large storage narrowing the technology gap between western countries and thereby. Wuhan new core as early as last year and huatian technology (5 c103) signed a strategic cooperation agreement. Is the only principle of form a complete set of wuhan new core enterprise, close, are expected to undertake follow-up wuhan new core FLASH most of form a complete set of testing, is expected to significantly benefit from the storage project. In addition, the long telegram, one of the leading domestic testing technology (600584) and rich micro electric are completed mergers and acquisitions, competitive pressure to improve industry m&a.
At present, the market share accounted for more than half than integrated circuit memory chips to billions of dollars, China 9 into dependent on imports. Group, domestic top two memory resources integration, purple light and wuhan new core in wuhan new core for the implementation of the main body, for trying to form a breakthrough in the oligopolistic storage market in our country, has obvious positive significance, especially to accelerate the micron technology transfer to China, will drive the national storage strategy of the ground. Especially in the era of Internet of things will break out the backdrop of the huge amounts of data, more facilitate memory demand peaks.
The project companies in the merged to the advantage of resources. Cash-rich purple light group, and last year has been the only Chinese DRAMIC design companies core control of xi 'an China and former chairman of China subfamily Gao Qiquan to join. And wuhan new core is now has 20000 pieces/month 12 inch factory capacity, and the executives with smic manufacturing enterprises such as background, on the production line and process has a rich experience in the field. Both joint, including technical and production team, capital and other aspects are benign reaction. At the same time, also increased the company negotiate with the source of technology licensing meguiar's advantage, to some extent, is expected to accelerate such as meguiar's third party technology authorized, shorten with manufacturers such as samsung, SK hynix technology gap.
South Korea LBSemicon: fully bullish on the Chinese market
In order to reduce the production cost, international semiconductor manufacturers and encapsulation testing OEM companies to transfer their packaging capacity to China, thereby directly driven by the rapid expansion of the size of the semiconductor packaging industry in China. At the same time, the continuous expansion of the Chinese chip manufacturing and large and fast-growing market terminal electronic applications also greatly promoted the growth of China's semiconductor packaging industry. Of the effects of two aspects, the semiconductor packaging industry of China while under the influence of the financial crisis, but the importance in the global semiconductor packaging market is increasingly prominent.
South Korea LBSemicon a120 (4) as this will also take part in ICChina2016 FlipChipbumpingTestHouse company, its head long Zhang Xunji said: China's comprehensive packaging market is a very potential market. Industrial development is the most important part in front end market (i.e., customer market - semiconductor market) scale and growth of the environment. For Chinese industry, semiconductor packaging market has become a sustained development and gradually expanding its development of one of the market. On the other hand, from the point of industrial growth environment, China for the domestic semiconductor market (integrated packaging market) better and faster growth and development to provide the support of the national level, for the growth of China's semiconductor market has a pivotal role.
When it comes to the anticipation that the ICChina, he said, as a market in South Korea has a relatively stable status within the company, recently are working to promote business in overseas markets. But due to the lack of assessment of the value of the globalization, so the main purpose is to propaganda LBsemicon to overseas customers. By joining the IC - China, can better to Chinese customers and to participate in the overseas semiconductor customers introduce LBSsemicon ICChina. Also consider to Shanghai is the center of the semiconductor industry in China, it is a very good chance for propaganda LBSemicon, so we are very happy to join this ICChina, and hope to long-term cooperation.
summary
Mainland semiconductor packaging and testing has entered the golden development, nearly two years by national capital advantage, through mergers and acquisitions of overseas resources integration, from the aspects of scale, channel, customer and technology, improve the competitiveness of the industry, such as long telegram technology comprehensively to acquire all STATSChipPAC Singapore, rich micro electric m&a supermicro subsidiary, long telegram technology based company engaged in joint venture with smic 12-inch wafer convex piece of form a complete set of processing and testing service, etc., are shown through the whole mainland semiconductor packaging industry and has set up a second open another development opportunity. Many international semiconductor manufacturers to close the power of the mainland, turn to the single to the mainland of choice for integrated circuits industry is mostly with semiconductor testing order is given priority to, under the above factors, a more, will take advantage of an opportunity for semiconductor packaging and test industry has become a China semiconductor industry pioneer.
