The development of the semiconductor industry central cool local government high fever

The recent global financial crisis affected the semiconductor production decline, in 2009 the world will close 30 of the chip production line, one of the 8 logic circuit and 7 memory chip production line production line, the other 6 discrete devices and 6 analog circuit production line. The main line of the closed production line is 8 inches and smaller sizes, some of which are 4 inches and 5 inches. Of which 17 were closed in 2009 in North america. Because the chip production line shut down, leading to the 2009 global semiconductor production decreased by 3%, 15 million per month (equivalent to 8 inches), and in 2010 began to recover due to some production lines to expand production capacity, the global chip production capacity is expected to rise to 16 million per month and, at the same time that the SEMI 16 production lines will be closed in 2010.

The second-hand equipment is no longer crazy as usual, there are always a few intermediate chamber of Commerce said the same two attractive "story", one is called "1:10 and 100", namely 1 yuan investment in integrated circuit can drive the 10 yuan and 100 yuan investment in the industrial chain to the upstream and downstream industry chain value, the other is a difference between China IC and domestic IC market supply, the growing curve. They are always doing everything possible to encourage local governments to invest in the implementation of integrated circuit projects. And it is very funny that the same project will be transferred from Beijing to Tianjin, and from to xx. It shows that the domestic IC at that time has been heated to what extent.

However, a large number of international equipment in this wave of second-hand equipment on the occasion of the exit, the situation has been very different, at least heard little, reflecting China's IC industry has become increasingly mature.

In fact, looking back over the past 10 years, the development of China's semiconductor industry, the central is calm, and the enthusiasm of local governments at all levels may be higher than.

In fact, treat the semiconductor used equipment to objectively analyze, are not properly handled, sniff at, very desirable for realistic conditions China still, because any time to consider the rate of return on investment.

The extension of the semiconductor industry is booming recently launched semiconductor projects have been rare, replaced by solar energy, LED and other projects, the so-called photovoltaic industrial park around the rise. The main reason lies in: on the one hand, and the characteristics of the semiconductor industry related to the huge investment, high technical threshold, supporting complex industrial chain, to achieve profitability is relatively difficult. On the other hand, due to the relative lack of investment in the photovoltaic industry, low technical requirements and consistent with the existing semiconductor industry in China, a lot of supporting industries can be used in other factors. So it is different from other countries the global photovoltaic industry development mode relying on the policy of subsidies slightly, China in fueling inflation and polysilicon prices under the local government, rely on to attract private capital to rise gradually.

Now although the Chinese photovoltaic industry development exists such as malformation, two out, but no doubt has emerged as the world's largest producer of photovoltaic modules. Obviously, in the case of the current global environment, China's photovoltaic industry is no longer enjoy high profits, but need to return to rely on the domestic market and rely on the development of the rational development of the policy track. Therefore, China's semiconductor industry is relatively deserted due to factors such as the heat of the photovoltaic industry replaced. It is China any industrial development, as long as the development goal and the local government once the match will jump quickly, which has advantages and disadvantages.

Under the premise of China's semiconductor industry to adjust the industrial structure, and strive to the existing production capacity, the monthly production capacity of nearly 600 thousand films to improve and create better economic benefits is the key to sustainable development.

Financial crisis is a double-edged sword, the key is to understand what mentality. The current period of most of the world's factory are vulnerable, and for the Chinese semiconductor industry is also a very critical time point.

In the development of high-tech road, there is progress, but also pay a lot of tuition. I believe we will sum up their experience, look forward to the future development of greater achievements.