Mainland China in 2016 with the main shaft of wafer foundry integrated circuit manufacturing output growth is expected to reach 16.5%, while growth below 26.5% in 2015, but still higher than the global average.
Mainly thanks to a series of policies in the mainland related semiconductor, continuity and a national integrated circuit industry investment fund, and some industry capacity expansion effect, makes China's integrated circuit manufacturing output remain high speed growth. But still faces the core key technology need to be a breakthrough pressure, lack of high-level team extremely, investment, industrial chain integration ability still to be challenges.
Mainland first big foundries smic total revenue, and productivity growth in 2016 is expected to reach 20%, outperforming market as a whole, mainly is the capacity expansion, as well as improve the average of 28 nm accounted by injections of single prices rise. While smic capital spending in 2016 to $2.16 billion, matches the umc. Based on the special position of smic semiconductor market in China, combined with the company's new technology and the increasingly diverse customer base, this year will continue to benefit from fast-growing China semiconductor market fruit.
If wafer generation of industrial technology progress in China, in the second half of 2015, 28 nm contributing to smic revenue, especially smic for Qualcomm Snapdragon processor 410 orders, the mainland manufacturing core chip used in mainstream smartphone zero breakthrough, create a 28 nm process of mobile phone chips be born Chinese production record.
In fact, if for wafer foundry process technology development across the Taiwan strait, TSMC is still far ahead, smic, compared with smic 14 nm process in 2020 is expected to enter the production stage, the first quarter of 2017 10 nm TSMC process will be formally entered the stage of mass production, in the first half of 2018 is expected to enter the 7 nm generation, obviously the rise of smic for TSMC is still not a threat.
And plant layout in Taiwan wafer foundry in mainland market, the Taiwan companies set up in mainland China, the action of fabs, part of the consideration in the future China semiconductor market size will be rising, the proportion of the main consideration is made in China mainland officials set last year, 2025, that set out to 2020, 40% of the core to realize the independent guarantee basic parts, the key basic material, 2025 reached 70%, obviously the mainland official to implement in the local sales chip production policies should be carried out a lot in China.
In this case, in the short term, including TSMC and umc, force actively invest in mainland China, including TSMC has officially signed with nanjing government in March this year, TSMC in China's first 12-inch fabs build and integrated circuit design center in investment, planning a total investment of up to $3 billion, the largest single investment of Taiwan has always been to mainland.
Is expected in the second half of 2018 is expected to 16 nm process mass production, only mainland heavyweight order of IC design industry and become the continent's most advanced fabs, through which contain smic in the layout of the advanced process.
And umc is Taiwan department of wafer generation industry layout is the fastest mainland manufacturers, including umc to foundries core way, investment in mainland since 2015 will invest $13 to 1.4 billion within five years. Xiamen 12-inch fabs early to 40/55 nano process to cut into the market, the future in order to turn into 28 nm as the goal, is expected to begin before the end of 2016 and put into production, will be landing Taiwan factory investment first of the 12 inch fabs to mass production. Crystal also announced last June force with anhui hefei government cooperation to build a 12-inch wafer factory, mainly adopt 0.15 micron, 0.13 micron, nanotechnology, 90 will be engaged in the LCD driver IC wafer foundry services, is expected to be completed in 2017.
In Taiwan to speed up the layout at the same time, mainland wafer generation industry is in the official's full support, the race to the top of catch-up.
