"2016 IC industry in the world are in the throes of a new round of adjustment, weak demand, shrinking market, declining performance. Relevant research, according to a report in the first half of this year 5.8% of the world's integrated circuit industry. In 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. As the industry leader, IC design industry continue to maintain rapid growth, has made a proud achievement. But there is no denying the fact that China's IC design industry remains' overall technical level is not high, lack of core product innovation, enterprise competition strength is not strong, the obvious effect of the savage growth '. Grasp the capital and the development of two wheels, advance the progress of IC design industry in China, China's IC design industry still needs efforts." Held on October 12, in China's IC design industry (ICCAD2016) by the year 2016, China's semiconductor IC design industry association, chairman of the club shao-jun wei in 2016 the overall condition of China's IC design industry development has carried on the thorough analysis and review.
Further improve the industrial concentration, capital operation is active
Shao-jun wei said, as the national integrated circuit industry development to promote outline issued and implemented, and integrated circuit industry around the enthusiasm, introduced a lot of incentives, triggered a new round of design enterprise development. Compared with previous years, showed the following characteristics:
One is the design industry to further improve overall sales. Sales revenue in 2016 when the industry is expected to be 151.852 billion yuan, 23.04% higher than 123.416 billion yuan in 2015. According to the dollar and the renminbi 1:6. 65 the exchange rate, annual sales of $22.835 billion, accounting for the proportion of global IC design industry will further enhance.
Second, the industrial concentration increased, leading enterprises to further highlight. In 2016 domestic sales sum of top ten design enterprises reached 70.015 billion yuan, a year-on-year increase of 54.047 billion yuan of 29.54%. The average of the top ten design enterprise growth rate was 23.04% higher than the industry average growth rate of 23.04%. Entry barriers of the top ten design firms increased to 2.3 billion yuan, more than 1.994 billion yuan raised $1.994 billion last year. In the field of communication chips, haisi, spreadtrum and zte microelectronics sales reached 44.5 billion yuan, the sum of the three accounts for 64.6% of the sum of the field sales 68.84 billion yuan, in the field of multimedia, Howe, a science and technology to occupy 50.9% of the share.
Sales of over one hundred million yuan the company is growing. An estimated 2016, 161 companies selling more than 100 million yuan, more than 2015 in 143 18, an increase of 12.59%. Sales of over one hundred million yuan the company sales sum reached 122.956 billion yuan, 99.001 billion yuan over the previous year increased by 23.955 billion yuan, accounting for the industry sales sum ratio of 80.97%, up by 80.21% compared with last year's 80.21%. In terms of design enterprise personnel, more than 1000 companies to reach 12, compared with last year, seven, increased the five, personnel scale in 500 to 1000 enterprises have 20, five more than last year.
Three is industrial m&a gradually fall to the ground, the capital operation is active. Tongfang core, in 2016, thunis m&a Wu Yuefeng capital acquisition, qing core China buying semiconductors Howe capital operation successful landing project such as science and technology, build extensive capital in capital contribution after the acquisition of companies well think pu department of rf power devices, $2.75 billion deal to buy again en standards of pu products business. National integrated circuit industry investment fund in investment after the violet light, continuous investment in IC design companies, zhuhai Mr. Parker, hunan branch, plough through, zte microelectronics, da in silicon valley and other companies have been big fund investment. In addition, the Beijing times easy innovation in JingJia microelectronics successfully listed in shenzhen, Shanghai, changsha is microelectronics began a new round of capital operation, marked the capital market recognition and favor to integrated circuit of subject matter, also for IC design companies to enter the capital market in the future set up the pole.
Four is part of the technology products to achieve good grades in the market. Purple light show sharp annual shipments of mobile phone chips will be more than 600 million sets, the global market share of nearly 30%. Haisi "kylin" chip performance and qualcomm "Xiao dragon", a strong support the development of huawei high-end smartphones. Haisi smart TV chip into the market in 2015, the sales of about 4.5 million, in the first half of this year sales have nearly all of last year, is expected to reach 8 million in 2016, the market share of nearly 20%.
Insufficient resource guide innovation, market-oriented innovation
Shao-jun wei thinks, although certain achievements, but the challenge for the IC design industry is still at home a lot. He said: "the overall technology level is not high, the lack of core product innovation, the enterprise competitive power is not strong, obvious effect of the savage growth and other old problems still exist."
One is the deeply rooted problems affect the rapid growth of design industry has yet to ease. The design of mainstream products 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. Look from the product type, the chip design product range has covered almost all kinds of, is not less, for shipments of year can product the unit price is low, a few technical performance reaches the level of international counterparts product, but due to factors such as cost can't form scale.
Second, the innovation ability is not strong. Although some companies are experimenting with differentiation strategy, but because the basic technology is not solid enough, always look for the trace of innovation and innovation, the innovation of the resource guide, market oriented innovation.
Three is industry overall strength is weak, the industry sales sum still only $22.8 billion, is expected to around $320 billion of the world's products in the market this year, only 7.1%, do not tally with the extremely huge market demand in China. Product upgrading main still depend on technology and EDA tools for no change, basic capability, there is few domestic design company can according to their own products and technology, define your own design process, and USES the COT design method in terms of product development, although some enterprises to adopt the most advanced manufacturing process, but many make products differ with international counterparts.
Four is the enterprise value inflated situation worse, with the establishment of large funds and increase social capital investment in the IC industry, some design enterprises in blindly pulling up his value, deeply affect the pipelines of industry consolidation.
Capital and technology two-wheel development, should not be ignored
Shao-jun wei believes that for design company, to achieve the development, must coordinate the relationship between the capital and the development of both. One is basing on ourselves, self-reliance, those who fancy a deep repugnance to the idea of buying a ticket, only by constantly improving its design enterprise's strength, to develop in the competition. Second, in the international m&a should seriously study the international practice, learn to use international counterparts to understand and agree with the way of mergers and acquisitions.
