While the central and local governments increasingly value the development of the semiconductor industry chain, has come up with more laws and tax preferential policy, try to accelerate China semiconductor industry improve market competitiveness. China semiconductor industry, however, so far does not appear the dominance of leading companies, most of them still in semiconductor factory in touch stone across the river, long the carriage under the chaos of often repeatedly delays at all levels of government expected goal is reached.
But smic and long telegram group, and downstream alliances on the new practice, on the one hand Factory can have Virtual integration element (Virtual IDM) quality control to ensure that competitive advantage, on the other hand also can borrow from the mainland domestic market, to get support IC design company orders at home and abroad to more clearly in the mainland for local, long-term development of powers doctrine in the semiconductor industry, Virtual IDM model seems to be the best solutions for the semiconductor industry short-term positive reform plan.
To count the world semiconductor industry development, the United States, Taiwan is probably a few vertical division of labor, respect and wafer foundry, IC design and encapsulation testing and other business specific separate countries. The rest of the European, Japanese and Korean, is mainland IDM model logic of thinking, even in the United States, at present there are a lot of IDM factory live very well, and is getting better and better.
IDM factory internal design, production, after all, a whip, or can be more effective to ensure the quality, performance, and also not shy away from poor yield, if consider accrual downstream customers, special preference quality again at the same time, often also with IDM factory willing to do business.
Also, therefore, the current car, analog IC, RF chip and industrial commodities, such as chip business, is still by the us, Japanese and European semiconductor IDM factory in the leading terminal chip market order.
China semiconductor industry and development before and after more than 20 years, now it is quantitative change to qualitative change in the critical moment, its upstream or downstream ecological environment and industry increasingly perfect, but the previously fragmented, bulls coach development type, makes qualitative optimization process is slow. The key factors of the success of qualitative change, not only need products will do a good job, more to do better, in order to obtain customer trust and market.
Virtual IDM works with good quality, it seems that it is short-term need not too care about profit figures of China semiconductor industry, a post of the latest wonder drug. In Vitrual IDM operating mode for the semiconductor industry is seeking qualitative change of the mainland, with the majority of domestic market and national strength, is enough to support a lot of IDM plant survival in the key chip market.
Surface on the Virtual IDM new operating mode can meet more power from the mainland, also suitable for strong mainland semiconductor industry for the development of the only goal for short-term, faster surrender, academia and government are satisfaction report card. Virtual IDM model can support in government decree, political goals can be achieved under pure propaganda guide can also be to amount to mark, the growth of the semiconductor industry specific perhaps will become the continent.
