The global semiconductor equipment market to pick up China's power into an important engine

In the past three years, the scale of China's semiconductor market has rapidly increased by more than 20% of the world's total. The Chinese market has and will continue to be the engine of growth for the global semiconductor industry.

As a typical example of advanced manufacturing, the semiconductor industry is undergoing profound changes. Taking the huge market as a driving force and under the escort of the dual mechanisms of policies and funds, the semiconductor industry has entered a fast lane and accelerated its transfer to China.

Investing in the Mainland's Electronics Industry from a 10-year Dimension 2007-2016 is the first golden decade in which the mainland's electronics industry achieved breakthroughs and sustained rapid growth.

Nowadays, with the new generation of information technology such as mobile internet, cloud computing, big data, internet of things and artificial intelligence, accelerating the infiltration into all fields of economy and society, the world is moving towards the era of "all things connected", bringing more to the semiconductor industry Opportunities and space, but also affect the development of the semiconductor industry.

Relevant statistics show that in the past three years, China's semiconductor market has grown by more than 20% of the world's total. Someone asked the global semiconductor industry gradually evolved, why the current round of semiconductors boom so strong, continue to exceed the expected duration? Its core lies in the "demand for scissors silicon poor" promotion.

In fact, the wafer is processed from silicon wafer, the downstream silicon wafer in short supply, but also bring the wafer industry capacity gap. The price of silicon wafer from 2012 to 2016 was very stable, but by Q1 2017 a price increase of 10%, Q2 silicon wafer prices continue to rise, the cumulative increase has more than 20%, the contract price since the beginning of July to readjust the Up about 10%.

Analysis of the industry said that the current round of silicon wafer silicon wafer supply tension caused by the main drivers of price increases are the following: First, due to the downstream storage industry companies have invested 3D NAND expansion; secondly, artificial intelligence, The rapid development of emerging industries such as automotive electronics, internet of things and smartphones has brought tremendous impact on the expansion of silicon wafer applications. In addition, the overall global market has played an important role in the expansion of the fab in 2017 Let the demand increase sharply.

With the expansion of the upstream and downstream markets, the global market for semiconductor devices has picked up. According to SEMI estimates, 2017 is expected to reach 55.9 billion yuan, an increase of 36%, a record high; 2018 expected to reach 60 billion US dollars scale, a new high.

Domestically, the development of the semiconductor industry has driven the investment demand of the entire industrial chain, and the semiconductor equipment is the first to benefit. In recent years, China's semiconductor equipment investment growth rate in the world first, investment increased year by year, the global proportion increased year by year, maintaining the world's top three. It is estimated that in 2017 the amount of investment will reach 7 billion US dollars, reaching the peak of nearly 5 years, providing historic opportunities for domestic equipment cut-in.

For the development of China's semiconductor industry, NXP Global Vice President and Greater China President Zheng Li also holds an objective attitude. Zheng Li said that the Chinese market has been and will continue to be the driving force for the development of the global semiconductor industry. International semiconductor companies in China in the development process to be more effective in leading technology and products with the Chinese market demand.

In the next 10 years, the semiconductor market will welcome good and favorable returns. For example, technology accumulation, industrial policy, bonus of engineers, and complete facilities will see that mainland electronics companies have grown from sub-industry leaders to all-round housekeepers of component parts. As a result, their position in the supply chain has risen sharply, At the same time, high-end panels, core chips and other areas of domestic breakthroughs are also expected to bring about the transformation of the entire industrial chain, gave birth to a large number of new high market value growth