The end of March 2016 at the beginning of April, jollification in semiconductor manufacturing industry in mainland China. According to incomplete statistics, March 24, purple light group decided to invest $30 billion in shenzhen new 12-inch fabs. CMOS image sensor factory on March 27, announced in huaian, jiangsu province to build a small-scale 12-inch fabs; TSMC and nanjing government signed on March 28, plans to build a new 20000 12-inch wafer foundries sheet/month; Wuhan new core on March 28, announced a $24 billion cooperation with sephora, 3 d NAND production; The generation of semiconductor, announced on April 1, ten thousand in chongqing to build a 12-inch fabs and testing factory.

All these catalysts, was launched in 2014, the scale of nearly 140 billion yuan of national integrated circuit industry fund, two years, the huge capital started making waves in the market.

China semiconductor industry 50 years development course of the famous scholar great kang recently in zheshang securities at a meeting that now is the development opportunity of China's semiconductor industry, the reason is that one is rich in China, the second is China's semiconductor industry chain is better than before, the third is semiconductor in global development has been slow, but emerging industries are emerging, four is the world's focus on China, focusing on China is also conducive to the semiconductor industry development in China. However, a great deal, also points out that although the global semiconductor production transfer to China is accelerating, but still weak local semiconductor manufacturing in China, foreign access to China's real intention is took a fancy to China has the world's largest market, but also the world's largest growth potential.

Production and demand

The latest, according to data from IHS global semiconductor sales in 2015 appeared falling for each quarter, annual sales of $347.3 billion, down 2% year-on-year. According to the United States, another market-research agency IC Insights of statistics, China's domestic demand of semiconductor market is worth $103.5 billion, accounting for 36% of global semiconductor market, and North America, Europe, Japan the size of the semiconductor market together.

Although China has become the engine in the semiconductor market, but in fact, the semiconductor manufacturing center is not in mainland China. Other statistics show that in 2015 the global semiconductor industry capacity up to 14.685 million/month, among them, the Chinese Taiwan to scale of production capacity of 3.547 million pieces per month to occupy the world's first; South Korea, Japan, the United States, occupying the world's second, three, four; In mainland China to scale of production capacity of 1.591 million pieces per month to occupy the world's fifth.

"As China became the world's largest electronics production base, the center of the semiconductor manufacturing transfer to mainland China will rightly." A semiconductor practitioners in an interview with the China business news "reporter said.

"People should pay attention to, occupy the world's fifth semiconductor production capacity in mainland China, contains the capacity of foreign investors in mainland China, even so in mainland China in the world is only about 10% of capacity. Such a big country, for such a big consumption, accounts for only 10% of capacity, is certainly not enough." Great kang said.

Policy, capital driven

The main factors affecting the development of semiconductor manufacturing industry in China has two: one is the policy, the second is money.

After 2000, the development of semiconductor industry in mainland China is roughly divided into two stages, one is in June 2000 issued by the state council on encouraging the development of software industry and integrated circuit industry a number of policy "(commonly known as" the no. 18 "), the second is in June 2014, the national integrated circuit industry development promote the outline of the as well as the national integrated circuit industry investment fund was established in September 2014.

Great kang said, "business understanding of the no. 18 at the time, that is to say should be the development of IC industry in our country, but the country does not have the money, then give some policy, that's good also played an important role, smic is launched in 2000, including hynix, Intel's project in also is in this context."

In September 2014 since the establishment of "big fund", suggests that "China has changed, now development of semiconductor rich, but also a lot of money. The emergence of large funds is not accidental, is, after years of repeated research on enterprise own capital development is generally considered without hope, must rely on state funds to help".

And the thinking of "the big fund" project operation is changed, no longer like during the period of "11th five-year plan" national science and technology major projects - 01, 02, special projects, "go in (special) give money, there is little assessment and returns, 'big fund a lesson this time, the money won't be able to white, must consider problems, to take a stake in return."

The influence of non-market factors

The development of semiconductor industry in mainland China the problem is that "too much" non-market factors.

One industry source said, "where is the non-market factors? Such as smic phase ii in July 2012 with the Beijing city by letter committee jointly invested $7 billion in 48, 28 nano production line, the construction of the second phase of the first phase of the planning capacity is 35000 pieces/month, but by the end of 2015 production capacity is about 10000 / month, a project from July 2012 to 2012 is 10000 / month, shows that the project is not according to the market."

The source for example, according to samsung xi 'an project starts in September, 2012, in May 2014, mass production, before and after use for 21 months, by 2015 the project sales reached 15 billion yuan, this is the difference between the market and non-market.

There is an interesting phenomenon, according to the China semiconductor industry association, in mainland China, "2015 years of international sales ranked the first, second samsung. But according to the data of shaanxi province, samsung xi 'an project in 2015 sales of 16.8 billion yuan, why not be the same as industry association? Because if samsung 16.8 billion yuan, samsung first, that is to say." Semiconductor industry, the source said "mainland China if you can't overcome the non-market factors, it is difficult to make real development."