Electronic components: semiconductor industry ushered in new developments

Event: the Eleventh China semiconductor International Expo and forum held in Shanghai, vice chairman of the Xu Xiaotian executive Chinese Semiconductor Industry Association said that countries in support of the development of the integrated circuit industry or there is a big, new policy efforts to more than 18 documents, delegates said the global IC industry has entered a period of significant change adjustment.
Event two: at present the country has identified the introduction of policies to support the integrated circuit chip industry, the program led by the Ministry of industry, has now entered a crucial stage, in the four quarter program is expected to be finalized and submitted to the high-level approval, the official release time may be a little late. Operational level, mainly from the national level to support enterprises to increase investment. In the form of financial support, it is possible to adopt the mode of industrial investment funds. The forthcoming introduction of a new round of support policies has also brought new opportunities for the development of integrated circuit industry in china.
Three events: November 11th, purple Group acquired RDA in cash all of the outstanding shares, purchase price of approximately $910 million; prior to the end of July, send cash to purple Spreadtrum communications offer and ultimately determine the purchase price of $31 per American depositary share purchase price of approximately $1 billion 800 million.
Comments: 1, semiconductor chip imports rely on China's integrated circuit industry is the core issue of development
According to authoritative statistics, the year 2012, China's semiconductor chip imports more than $190 billion in the same period, China's crude oil imports amounted to $220 billion 600 million; in 2012, China's dependence on foreign oil 58%, while the import dependence of the semiconductor chip is close to 80%, the rate of high-end chip imports more than 90% of these startling figures; shows that in our country, the lifeblood of the core components of the semiconductor chip -- the long-term development of the electronic information industry still lies in the hands of overseas giants.
Our analysis, as China's semiconductor industry started late, by the international division of labor and other historical factors, the domestic semiconductor manufacturers at a long-term "smile" curve at the bottom. They tend to enter the industrial chain from the lower "technical barrier" and "labor-intensive" package, and gradually extend to the processing and manufacturing link of medium and low-end chips. In the competition of international high-end chips, the technology blockade by overseas giants on Chinese mainland manufacturers is an important means to maintain the competitive advantage for a long time, and it is also the key problem that restricts the development of integrated circuit industry in china.
2, import substitution is an inevitable demand for the development of high-tech industries
First of all, the scope of application of the semiconductor chip can be extended to various fields of computer, electronics, electric power, transportation, communications, life sciences, information security, machinery manufacturing, production and life, and the chip is always the command and control center of electronic automation products, such as the brain and heart of the people, therefore, is the basis for the development of high-tech semiconductor chip components the technology industry, but also the core parts. Second, semiconductor chips are the basis for supporting and controlling various computer systems, programs, and software. Without the support of the hardware system (the main chip), and then gorgeous applications, it can only become a castle in the air.
Third, from the manufacturing cost point of view, the import chip has become the main bottleneck restricting the price of electronic terminals. To thousands of Yuan smart machines, for example, from Qualcomm or MediaTek (MTK) processor chip, baseband chip accounted for about 20% of the total cost. In the context of the disappearing cost of human resources, whether the core components such as chips can drop rapidly will become a key factor affecting the sustainable development of China's manufacturing industry. The above discussion, we believe that the semiconductor chip plays an important role in the process of China's economic and social development, to achieve the high-end chip import substitution, is a high-tech field of our country development inevitable demand.
3, import substitution is the basis of safeguarding national information security
First, as the memory chip of the information storage medium, the capacity and read and write speed are gradually improved. But in view of information security needs related to national security, people's life and property safety of the high level information of course should choose homemade chips as the storage medium. Because of this, China's two generation ID card replacement early, it is clear that the whole domestic procurement of memory chips; and in the financial field of IC card, since 2014, domestic chip will also be expected to substantial volume, and massive import substitution chip demand. As can be seen from the above examples, from the point of view of information security, the demand for localization of memory chips is very strong. In the third Plenary Session of the 18th CPC Central Committee second, the reform of "decision", refers to information security, the security of public opinion question clearly, and our country in the field of finance, telecommunications and other IT support system has long been the overseas giant monopoly, to the "IOE" of the topic to be mentioned. In fact, just go to "IOE" from the application point, solve the problem of high external dependence, to achieve complete protection of national security information, realizing processor and memory chip localization is the only effective way to build ecological system from hardware to software collocation, is effective the way of national information security door lock.
Third, in the field of military weapons and equipment, the core semiconductor components can achieve localization, may become an important factor related to the well armed degree, thereby affecting the fighting capacity of our national security and military level.
4, strong policy support to achieve leapfrog development of the semiconductor industry
In fact, China's support for the development of the integrated circuit industry to the pace never stopped, from June 2000, the State Council issued "to encourage the software industry and integrated circuit industry development a number of policy", by February 2011, the State Council issued "to further encourage the software industry and integrated circuit industry development policy" of the integrated circuit industry has experienced China the