"China Foundry enterprises over the past few years reflects the sustained profitability, show that Foundry can't survive in China have broken. We welcome new practitioners to join. But, overly crazy hot capital investment is not the industry healthy development, pv, LED is warning. Hope China's integrated circuit industry can rational investment, to avoid overheating." Smic IC co., LTD., chiu, CEO of table.
On April 8th, sponsored by the ministry of industry and information technology, people's government of shenzhen, China's electronic information industry development research institute, China electronics newspaper co-sponsored the 4th China electronic information exposition (CITE2016) BBS - "a new generation of information technology industry development peak BBS" held in shenzhen convention and exhibition center. On the BBS, chiu did entitled "Chinese chip manufacturing industry development opportunities" to build.
Integrated circuit input to avoid overheating
Chiu in combination with the current international integrated circuit industry situation, points out that the current global IC industry there is an important part of the trend, the operators more and more concentrated.
This is because along with the advance of technological process, high technology intensive and capital intensive, makes less and less number of companies have the ability to compete, operators are more concentrated. Such as 28 nm is research and development spending roughly $900 million to $1.2 billion, 14 nm research and development spending in 1.3 billion to an estimated $1.3 billion. And the cost of the factory is more expensive. For 28 nm, a quantity of 35000 pieces of wafer factories, you need to spend nearly $5 billion. This enormous investment for every enterprise, is a great challenge. And large-scale investment also does not guarantee that an enterprise integrated circuit is sure to succeed. In addition to strong continuous input, have a good business, management and technical team, must want to have the correct management and good market environment.
Chiu points out: "we note that now there are so many places of domestic IC industry enthusiasm. Here, I want to call, too overheat of investment in integrated circuit, this will cause a lot of waste of resources."
Stick with advanced technology
Despite the international development of 28 nm, 14 nm companies less and less, but smic even in the case of small volume, still insist on the advanced technology investment. Now, the world's integrated circuit industry focus is in the transferring to China, which bring new development opportunities to China. Wafer enterprises in China in the past few years reflects the sustained profitability, suggests that the wafer enterprise can't survive in China have broken.
On the technical layout, smic is committed to advanced technology research and development in the first place. 28 nm PolySiON process is implemented, applied to qualcomm Xiao dragon 410 processor contract manufacturing, products have been successfully loaded in mainstream smart phones, marked the 28 nm core chip in the commercial application of China already.
In addition to the advanced technology, smic features a large number of applications in the field of Internet of things technology on did a lot of effort, such as embedded memory technology platform, CIS technology platform, low power consumption and low leakage technology development. These results have begun to service for the user. 2015 years of core international and domestic customer sales of more than $1 billion, close to 50% of the total revenue, visible, smic's support for domestic design company is not their utmost.
Support the development of the industry ecosystem health
Smic's growth does not guarantee the healthy development of the semiconductor industry in China, because we are just a link in the whole industry chain, the take off of China's semiconductor industry needs an independent control of the semiconductor industry ecosystem. All this, including equipment, materials, link.
Therefore, smic also fully support ascension in developing and strengthening ShuDeHua semiconductor industry chain of ecosystem. Over the years, smic continue to cooperate with domestic equipment manufacturers, is committed to promote domestic share. Smic 12-inch factory has already successfully validated 10 equipment types, accounting for 11% of the total device type number.
In semiconductor material, so far, 51 domestic materials have been used by successful validation and, by the end of 2016 is expected to rise to 60, in 8 inches and 12 inches factory has successfully verified and used online, estimates 13% of the total share of domestic materials for 2016.
