In the terminal application market tends to mature, the semiconductor market growth will be reduced year by year. According to the MIC, the global semiconductor market growth rate will be less than 3% in 2015, well below the 10% in 2014. The next three years the semiconductor market growth rate is also difficult to pick up, and may even begin to appear negative growth. According to the MIC, the global semiconductor market growth rate will be less than 3% in 2015, well below the 10% in 2014. In this trend, the world's major semiconductor factories are not actively seeking new applications and new markets. At the same time, the major manufacturers can also start to start M & A strategy, one party
In the terminal application market tends to mature, the semiconductor market growth will be reduced year by year. According to the MIC, the global semiconductor market growth rate will be less than 3% in 2015, well below the 10% in 2014. The next three years the semiconductor market growth rate is also difficult to pick up, and may even begin to appear negative growth.
According to the MIC, the global semiconductor market growth rate will be less than 3% in 2015, well below the 10% in 2014.
In this trend, the world's major semiconductor factories are not actively seeking new applications and new markets. At the same time, the major companies can also start to start M & A strategy, on the one hand to expand the market, the pursuit of economies of scale, on the other hand also actively seek complementary nature of the subject, to develop new applications. In recent years, there have been many large-scale semiconductor industry mergers and acquisitions events, including Qualcomm acquisition of CSR, Wilocity, hope to strengthen the main mobile phone chip and the surrounding network technology capacity; Avago acquisition Broadcom, to consolidate in the cloud server, NXP merges with Freescale to strengthen the market position of microcontrollers (MCU), expand product areas, and strengthen the layout of things in the Internet of Things. China's packaging and testing leading industry, the sun and the moon also sought to buy the second largest domestic silicon products shares, to seek further strategic cooperation opportunities. In the international mergers and acquisitions trend, but also because of the Chinese mainland government to join, so that the recent semiconductor industry M & A activity more active. As the Chinese mainland in recent years to rely on the national fund to foster local semiconductor industry, and through the acquisition of technology IP international manufacturers, when the fastest shortcut. In this thinking logic, China's mainland packaging and packaging manufacturers Jiangsu Power has been supported by government funds, mergers and acquisitions Singapore Star Branch Jin Peng, to strengthen the technical capacity in the high-end packaging; Beijing and Shanghai through local government investment funds Cooperation, the acquisition of memory companies ISSI; Tsinghua Unisplendour once more interested in mergers and acquisitions memory manufacturers Micron. In the current semiconductor manufacturers M & A events, according to its purpose of mergers and acquisitions can be summarized into two categories of strategy. One for the product and technical areas of the extension, the other for the scale of economic upgrading. The former mainly in response to the needs of diversified areas of business, especially in the trend of things, the product needs a variety of integration, manufacturers need to have a wider range of technical areas, the aforementioned Quaclomm, NXP, Avago and other mergers and acquisitions, for such considerations Of the strategic activities. The latter is mainly focused on the expansion of business scale, in the semiconductor market growth momentum slowed down, mergers and acquisitions to expand the scale of operation of the shortcut, but also to reduce the competitors, closer to the gap with the leader or widening The leading edge. To observe the recent launch of the semiconductor industry in mainland China mergers and acquisitions, most of the hope that through the capital advantage, mergers and acquisitions market or technology leader, to shorten the gap between the size and technology to lead in the shortest possible time leading group. From the above two categories of strategic model, can be found in the Internet of Things, cloud computing and other emerging applications in the development trend, the direction of development of semiconductor manufacturers is "wide" and "big" two oriented. Mainly because of things, the development of cloud computing, ICT technology has been the original application of 3C, a large number of non-3C applications, and must be highly integrated with other industries cross-domain. Whether in the wisdom of the factory, the wisdom of traffic, the wisdom of the campus, the wisdom of wearing, intelligent building ... and other applications, there have been ICT industry and the combination of the situation. In this context, the depth of expertise in this particular area is required, and on the other hand, there is a wide range of ICT technologies to support it. Therefore, the original level of division of labor ICT and semiconductor industry system is challenged, cross-cutting level of integration, vertical integration of the upstream and downstream again. From the international manufacturers of mergers and acquisitions, it is clear that the manufacturers can be found in a wider range of technology, product and application layout development. At present, semiconductor manufacturers on the one hand by the market growth momentum weakened the impact of the other side of the emerging application development and payback period is too long dilemma, leading to capital is not strong enough to support long-term technology and application development. In particular, the recent development of semiconductor process technology is near limit, R & D investment generated by the marginal benefits of fear will begin to decline, resulting in only a few large factories in the future to maintain long-term research and development capabilities, other companies of course began to choose strategic cooperation or mergers and acquisitions. And the capital of the Chinese mainland government, and therefore become an attractive potential partner. The future needs of capital-based semiconductor applications, should be a small number of international manufacturers and other capital support with the master. From the recent semiconductor industry set off a wave of mergers and acquisitions, can be found in international manufacturers toward the wide, large two for the development trend, that is, the future of the semiconductor industry fear of economies of scale and economies of scale, the side can be in the field of emerging applications The And China's semiconductor industry in the foundry, packaging and testing, IC design are internationally competitive manufacturers, if the effective integration, when the future competition in a dominant position. However, other non-first-tier manufacturers of semiconductor manufacturers, in addition to actively seeking the whole or strategic cooperation object, whether it can only be eliminated by the market? In fact, although the international manufacturers more active towards both broad and large direction, but the characteristics of emerging applications such as things, but there is another for the - fine Future ICT applications will not only evolve across the field, but will also evolve towards vertical applications, which will benefit some of the industry's expertise and integration capabilities in specific areas. Such industry may not have the size and scope of the economy, but the key to its success lies in the specific areas of expertise and knowledge, which is called the invisible champion, the backbone of the enterprise. In short, in the face of the future, such as the development of new applications such as Internet of things, semiconductor companies are expected to face three major development: wide, big and fine. For our industry, the choice of strategic partners, to carry out economies of scale and regional economic strategy alliance, or select specific application areas, the cumulative vertical application of professional skills and experience, become the field of stealth champion, should be the three Long - term strategy development direction.