2016 Shanghai international exhibition of semiconductor SEMICON China scenery ended last week, six large display area including IC manufacturing, LED and sapphire, TSV, semiconductor materials, MEMS, and solution zones, a total exhibition booth this year add 2 into, to nearly 3 million; Jpmorgan's asia-pacific equity research report pointed out that the jump in China's semiconductor industry in recent years the development of key industries, plus the investment fund, pouring like smic; prospects In addition, such as Taiwan exhibitors (2330), leading technology, TSMC is expected to challenge Intel 10 nanometers and 7 nai metric process status.
Jpmorgan chase, points out that Chinese science and technology, nantong Fujitsu and tianshui huatian long telegram giant through acquisitions to absorb technology, drive testing foundry (OSAT) industry is highly developed, expected future wafer level chip size package (WLCSP) and apple higher-order encapsulation may consider to Chinese manufacturers. In addition, mediatek (2454) and the competition is intense, high between further impact mediatek profit and gross margin.
Chinese government carry market and capital advantage, expand the assistance to the semiconductor industry, however, China thunis last year proposed acquisition of micron technology, by the us government blocked, on grounds of national security, a number of mergers and acquisitions it also faced broken, estimated the global semiconductor mergers and acquisitions in the scale of more than $100 billion last year, China accounted for only $7 billion to $8 billion.
According to foreign reports, IC design and manufacturing rapid rise in China, but its global market share of only 10%, in the face of made in China, 2025 (or 2020 years ago, 18% of the target, 2025 years ago to 22%) challenges, whether can see effect remains in doubt. According to statistics, China's investment mainly concentrated in the IC manufacturing technology, followed by testing foundry and IC design.
Analysts believe that although China's spending to foster haisi semiconductors, and spreadtrum communications with the background of state-owned enterprises, such as semiconductor companies, but small local IC factory more than 800 rooms, may need to speed up integration, in response to the international market competition.
