"Statistics show that in 2015 the number of IC design enterprises in China to 736, 2016 to 1362, with 80.1% growth." China semiconductor IC design industry association branch director professor shao-jun wei IC design industry in China on October 12, 2016 (ICCAD2016) on the sharing of this data, caused the great thinking people in the semiconductor industry.
Investigate its reason, shao-jun wei said, as the national integrated circuit industry development promote the outline of the issued and implemented, the enthusiasm for the development of integrated circuit, introduced a lot of incentives, trigger a new round of design enterprise's entrepreneurial boom; Domestic IC industry's rapid development of overseas students studying abroad more attractive to me, a group of study abroad returnees home business, a number of start-up type design enterprise; Local governments take various preferential measures to attract domestic mature enterprise long-distance open branches, raising the number of design companies. So the design of explosion in the number of business and surprising, just from the statistical point of view, design the number increased by 80.1%, but in addition to the individual companies, most of these enterprises is still in the start-up period, little influence on the country's overall design and technology.
Scale growth alert to gross margin decline at the same time
Global IC industry in 2016 are in the throes of a new round of adjustment, weak demand, shrinking market, performance decline. Relevant research, according to a report in the first half of this year - 5.8% of global IC industry callback. And the is in stark contrast, in the first half of China's integrated circuit industry is still to maintain double-digit growth, is the world's integrated circuit industry rare bright spots.
China semiconductor industry association, according to a report in 2016 China's integrated circuit industry the industry sales revenue is expected to 151.852 billion yuan, 23.04% higher than 123.416 billion yuan in 2015. The exchange rate according to the dollar and the renminbi 1:6. 65, annual sales of $22.835 billion, accounting for the proportion of global IC design industry is expected to further enhance. In the Yangtze river delta, the pearl river delta, beijing-tianjin bohai sea and the Midwest, the top ten Chinese main IC design area, in the Yangtze river delta is the biggest industry scale, in 2016 is expected to 54.021 billion yuan, an increase of 26.86%, the fastest growing in the central and western regions, from 2015 in 2016, up from 7.319 billion yuan 12.796 billion yuan, more than 10 billion yuan for the first time Up 74.83% from a year earlier.
Professor shao-jun wei said that in 2016 the overall design enterprise in rapid growth accelerated, the union enterprise's advantage is more obvious. The results showed that in 2016 top ten design company sales sum reached 70.015 billion yuan, more than 54.047 billion yuan in 2015 increased by 15.968 billion yuan, increased 29.54%. The average of the top ten design enterprise growth rate higher than the industry average growth rate of 23.04% 23.04%. Can be seen from the diagram, the entry barrier of the top ten design firms increased to 2.3 billion yuan, increase than last year's 1.994 billion yuan raised 306 million yuan. For this threshold, shao-jun wei is expected next year is likely to continue to ascend to 25 ~ 3 billion.
From the point of gross margin, before 100 design companies have an average gross margin of 30.6%, 29.56% from the previous year increased by 1.04%. Shao-jun wei professor said there are personnel increases, the influence of this but the gross profit margin on top ten design firms fell to 35.6% from 40.2% in 2015, down by five percentage points, this shows that at the same time of rapid growth of scale, profit decline, worth enterprise vigilant.
Policy and implementation to promote m&a gradually fall to the ground
With the national integrated circuit industry development outline of the issued and implemented, the enthusiasm of developing integrated circuit industry, as well as introduced many incentives, triggered a new round of design enterprise development. Tongfang core, thunis 2016 m&a Wu Yuefeng capital acquisition, semiconductors qing xin hua gen acquisition Howe successful landing capital operation project such as science and technology; Built extensive capital in investment to buy the Netherlands well after rf power devices of pu company departments, $2.75 billion deal to buy the Netherlands again grace wisdom pu standard products of the company business department, in the international semiconductor market continues to the Chinese capital wave of mergers and acquisitions.
Shao-jun wei, said professor national integrated circuit industry investment funds (funds) on investment after violet light, continuous investment in IC design enterprises; Zhuhai Mr. Parker, hunan branch, plough through, zte microelectronics, silicon valley companies such as digital got big fund investment. In addition, the Beijing times easy innovation in Shanghai, changsha JingJia microelectronics successfully listed in shenzhen, began a new round of capital operation is the microelectronics, marked the capital market recognition and favor to integrated circuit of subject matter, also for the future integrated circuit design enterprises enter the capital market to set up a good benchmark.
In addition to the capital market, in 2015 China's IC design enterprises in the smart terminal core chip, server CPU, embedded CPU, and other fields have achieved good results. Among them, the purple light show sharp annual shipments of mobile phone chips will be more than 600 million sets of (including baseband and rf chip), global market share of nearly 30%. Haisi semiconductors "kylin" application processor chip performance and qualcomm Xiao dragon ", "strong support the development of huawei high-end smartphones. At the same time, haisi semiconductors smart TV chip to enter the market sales of about 4.5 million, 2015 in the first half of this year, sales volume is close to last year, is expected to reach 8 million in 2016, the market share of nearly 20%. Beijing jun is microelectronics successfully developed intelligent watch SOC chip, its outstanding features low power consumption make smart watches in electric business platform, such as jingdong mall sells well.
Coordinate the two-wheel development capital, and technology
Big strong investment fund, drive the local IC industry investment funds in IC design industry, chip design, lack of investment in our country have a lot of ease. Shao-jun wei, said professor of design industry in our country "the overall technology level is not high, the lack of core product innovation, the enterprise competitive power is not strong, obvious effect of the wild growth of cocoon" problems still exist, such as the deeply rooted problems affect the rapid growth of design industry has yet to ease.
First, the mainstream of design in product level is not high. While some products already have a certain amount of market size, but overall, is still in a mid-range, in the high-end market is unable to compete with foreign products. From the point of view of product variety, chip design industry in our country product range has covered almost all categories, annual shipments, not less, can product the unit price is very low. A few technical performance reached the international level of peer products, due to factors such as cost, also can't form scale.
Second, the innovation ability is not strong. Although some companies are experimenting with differentiation strategy, but as a result of foundation technology is not solid enough, always show for the trace of innovation and innovation, the innovation of the resource guide, market oriented innovation.
Third, industry overall strength is still weak, the industry's total sales only $22.8 billion, is expected in this year of around $320 billion in product markets around the world, only 7.1%, we do not tally with the extremely huge market demand in China. Product upgrading relies mainly on the technology and the progress of EDA tools does not change, basic ability raise. Few domestic design company according to their own products and technology, define your own design method of the design process, and USES the COT for product development. Although some enterprises to adopt the most advanced manufacturing process, but to make products than their international counterparts differ a lot.
Fourth, the situation of the enterprise value artificially high intensified. With the establishment of the national integrated circuit industry investment funds and social capital, increasing investment in the IC industry, part of the design value in blind lift themselves, deeply affect the pipelines of industry consolidation.
Shao-jun wei stressed that capital, technology, two wheels run, many companies complain now, investors can only focus on their equity investment value technology investment. Research and development is the source of enterprise development, there is not enough spending on research and development of subsequent products must have a vacuum; Sooner or later encounter development bottleneck. National science and technology plan system reform is under way, to a certain extent affect the pace of r&d. On the one hand, it requires enterprises realize the importance of strengthening its own r&d; On the other hand, the governments at all levels should really try to increase spending on research and development for capital and technology two wheels run more harmonious, more smoothly, promote industry development little detours.
For our design, one is to base on oneself, self-reliance, those who fancy the idea of buying a ticket objectionable. Only by constantly improving its strength design, can they develop in the competition; 2 it is in the international merger and acquisition, should seriously study the international practice, learn to use international counterparts to understand and agree with the way of mergers and acquisitions, the zhichang purchase, the practice of asking each other will only cause others dislike, but often counter-productive.
