The survey report released by the International Semiconductor Industry Association (semi) estimates that the global semiconductor equipment market will reach US $49.4 billion this year, with a year-on-year growth of 19.7%, setting a new record. At the same time, it estimates that Chinese Mainland will overtake Taiwan, China as the world's second largest market next year, which will provide a development foundation for Chinese manufacturing.
In the past few years, Taiwan, China has become the world's largest semiconductor equipment market. It has maintained this position by relying on the pull of the world's largest semiconductor OEM enterprise, TSMC, the world's second largest mobile phone chip enterprise, MediaTek, and the world's leading IC package testing company, Sunmoon. However, in recent years, it has faced many challenges brought by the rapid development of South Korea and Chinese Mainland.
Semi said that the fastest growth this year will be South Korea, which has the world's top two DRA m chip enterprises Samsung and SK Hynix. These two enterprises are also the world's largest and fourth largest NAND flash enterprises. Driven by the continuous rise of DRAM and NAND flash prices, the semiconductor sales volume of this country will soar by 68.7% year-on-year, reaching US $12.97 billion, It will be the first time in five years that it has surpassed Taiwan, China and won the first place in the global semiconductor equipment market.
China has increasingly attached importance to scientific and technological innovation. According to the statistical bulletin of national science and technology investment in 2016 jointly released by the National Bureau of statistics, the Ministry of science and technology and the Ministry of finance, the total amount of China's R & D investment in 2016 reached 1567.67 billion yuan, ranking second only to the United States in the world; In terms of investment intensity (the ratio of R & D funds to GDP), in 2016, the proportion reached 2.11%, which has exceeded the level of 2.08% of the 15 EU countries and shortened the level with developed countries. This will help China enter the ranks of innovative countries in 2020.
It is under the national innovation strategic planning that Chinese Mainland established the national integrated circuit industry fund in 2014 to support the development of the domestic semiconductor industry. Since then, the semiconductor industry in Chinese Mainland has shown a high-speed growth momentum, and several semiconductor industries such as IC design, IC manufacturing, and IC packaging and testing have shown a high-speed growth momentum.
According to relevant data, in the first half of this year, the output value of Taiwan, China's semiconductor industry slightly exceeded that of Chinese Mainland. However, the Chinese Mainland has surpassed Taiwan, China in IC design and IC package testing, and only the IC manufacturing still lags behind Taiwan, China.
In terms of IC design, according to CSIA, the "2016 top ten enterprises in integrated circuit design" includes Huawei Hisense, Ziguang zhanrui, huiding technology, etc. according to Tuolong Industry Research Institute, Spreadtrum under Huawei Hisense and Ziguang zhanrui ranks sixth and ninth among the world's top ten IC design enterprises respectively. Huawei Hisense has gradually caught up with Qualcomm in technology research and development, In terms of market share of mobile phone chips, Spreadtrum is directly following the world's second largest mobile phone chip enterprise, lianfake, while huiding technology is the world's second largest touch chip enterprise and the star enterprise of fingerprint identification technology.
In terms of memory chips, Chinese Mainland is catching up. The three major memory chip enterprises Changjiang storage, Hefei Changxin and Fujian Jinhua are currently working hard to build their plants and debugging equipment. Changjiang storage is expected to start production of NAND flash memory chips next year, and Hefei Changxin and Fujian Jinhua are expected to start production of DRAM memory chips in the second half of next year. This will make Chinese Mainland a leader in South Korea, Japan Another important force besides the three major memory chip producers in the United States.
In terms of IC sealing and testing, a large number of world-famous IC sealing and testing enterprises such as Changdian technology, Huatian technology and Tongfu wechat have emerged. Among them, Changdian technology has ranked the third in the global IC sealing and testing industry, while Huatian technology and Tongfu wechat rank the seventh and eighth respectively. Among them, the acquisition of Xingke Jinpeng, the world's fourth largest IC sealing and testing enterprise, initiated by Changdian technology in 2015, has surprised the world by the strength of IC sealing and testing enterprises in Chinese Mainland. This will help Changdian technology acquire advanced IC packaging technology and improve its technological research and development strength, become a world-class IC sealing and testing enterprise, and expand its overseas market.
In terms of IC manufacturing, SMIC international and Shanghai Huahong are among the top 10 IC manufacturing enterprises in Chinese Mainland, ranking fifth and ninth respectively. SMIC is currently developing the 14nm FinFET process, which is expected to be mass produced next year. Meanwhile, it is developing the more advanced 7Nm process. It is expected that the EUV equipment critical to 7Nm and more advanced processes will be supplied by ASML, the leading lithography machine in Chinese Mainland, by 2019.
The semiconductor industry is the upstream of the manufacturing industry, and chips are known as "industrial grain". This shows the importance of the semiconductor industry to the manufacturing industry. Next year, Chinese Mainland will become the second largest semiconductor equipment market in the world, which will strongly promote the development of China's semiconductor industry and provide a driving force for the transformation of Chinese manufacturing to China's creation China's five strategic emerging industries such as digital creativity also need support from the development of the semiconductor industry.