In the current global semiconductor industry, the “temperature difference” between China and the international market seems to be more and more obvious, especially after the emergence of trade restrictions. In mainland China, be known as the “big fund” in 2014, the semiconductor industry has be in full swing. The trade restrictions have added a new fire to the industry. The heat has risen rapidly in two years, and it is already hot and boiling.
and in Chinese mainland, especially in the US, Europe and Japan, because of the mature and advanced areas of semiconductor, the development of industries follow the prescribed order. There is no fanaticism in the growth of Chinese market, and more reflects the strategy of calm development. < p > < p > the emergence of trade restrictions is like a barrier between China and the international market, which are totally different in temperature. It separates the two forces that could have integrated, reconciled and coordinated development, and the meaning of “ice and fire” is becoming more and more serious. < / P > < p > the “hot” in China’s semiconductor market has a variety of manifestations, including investment and financing, the emergence rate and number of new companies, the increase in the number of new wafer plant projects, and the frequency and speed of survival of the fittest. < / P > < p > the “cold” of China’s advanced market also has a variety of manifestations, including relevant policies, as well as the authoritative semiconductor industry associations in various regions. They look at China’s semiconductor industry policies more calmly and examine their own policies, and even begin to learn and learn from China’s industrial development policies and models historically, especially in the aspect of government investment Closer to the Chinese model. In addition, due to the emergence of trade restrictions, the money bags of many chip manufacturers have shrunk a lot in the past year. Obviously, semiconductor chip manufacturers do not want to see such “cold”. Even so, the exchanges and trade between China and the international advanced semiconductor market have not been broken, and even in some fields and markets, there has been a trend of rising instead of falling. After all, the highly internationalized semiconductor industry has long been a part of you and me, and it is hard to give up the dependence between each other.
China is the largest semiconductor consumer market in the world. A large number of advanced international enterprises sell chips, semiconductor equipment and raw materials. In addition, IDM and wafer foundries have built many advanced fabs, such as Nanjing power plant, Samsung Xi’an plant, SK Hynix Wuxi plant, and Intel Dalian plant. < / P > < p > first, take a look at the neighboring South Korea. Overall, in the major markets of Europe, America and Japan, the Korean chip industry seems to have the highest dependence on China.
in November 9th, the KITA issued a statistical data. In the first 9 months of 2020, the semiconductor export volume of Korea to mainland China was 28 billion 600 million US dollars, up 7.8% over the same period last year. < / P > < p > China accounted for 41.57% of South Korea’s total semiconductor exports, the highest level since 2016. In the past October, South Korea’s semiconductor exports to China are expected to grow by 3.8%. Samsung Electronics and SK Hynix are expected to decline their exports to China from October, with the trump government’s semiconductor export regulations for Huawei coming into effect on September 15. However, after the outbreak of covid-19, its decline in China is faster than that in other regions. Therefore, China’s demand for semiconductors has been growing. < p > < p > although trade restrictions have had a negative impact on South Korea’s exports, and diversified overseas market demand is growing. However, it is still difficult for Korean enterprises to get rid of their dependence on the Chinese market. In order to reduce the risk of dependence on the single market, the South Korean government is looking for ways to reduce the growing dependence of Korean exporters on the Chinese market. However, the semiconductor industry of the two countries is very sticky and it is difficult to remove it in a short time. In response, a South Korean government official said: “South Korea needs to address its heavy dependence on the Chinese market, but it is not easy for Korean enterprises to exit the profitable Chinese market immediately.” In terms of Samsung, the first phase of the company’s memory chip factory in Xi’an has been in mass production, the second phase project is under construction, and the third phase is also under planning. Specifically, Samsung settled in Xi’an in 2012, invested 10.8 billion US dollars in 2013 to build the first phase project, which was completed and put into operation in 2014, with a full monthly production capacity of 130000 wafers. The second phase project is divided into two stages, with a total investment of 15 billion US dollars, of which the investment of the first phase is about 7 billion US dollars, and the investment of the second phase project is 8 billion US dollars. < / P > < p > unlike the previous two phases of memory chip production, it is reported that Samsung Xi’an phase III project investment will also reach US $15 billion, focusing on the production of automotive chips. Recently, it has been rumored that Samsung is planning to build an 8-inch wafer foundry in Xi’an. It is said that this 8-inch foundry is a phase 2.5 project, which is between Samsung’s high-end chip phase II and phase III projects in Xi’an. However, the news was quickly denied by Samsung. Yesterday, the company said that there was no factual basis for the relevant reports. At present, Samsung has no plan to build an 8-inch wafer foundry in Xi’an. Although the rumor that Samsung has set up factories in China is highly regarded by the government, it is in line with the development of Samsung’s industry in China. Although there are restrictions on international trade, the degree of dependence between the two sides is still increasing.
, another Korean semiconductor giant SK Hynix, is also doing a lot in mainland China. In recent years, the company is increasing its investment in Wuxi fab. < / P > < p > SK Hynix system IC (a OEM company established by SK Hynix in 2017) established a joint venture with Widg, an investment company of Wuxi government in China, in 2018, and completed the construction of the wafer plant in the first quarter of 2020, which is currently in trial production stage. In addition, SK Hynix recently acquired Intel’s NAND flash chip business, which is mainly located in Dalian. As a result, SK Hynix has added another wafer factory in China. < / P > < p > recently, it was reported that SK Hynix, which is expanding its wafer foundry business, has sold all its semiconductor production equipment at its Chungju plant in North Chung Ching, South Korea, to a joint venture in Wuxi, China. This is seen as a follow-up to its announcement in July that sk Hynix system IC’s Qingzhou M8 plant would be relocated to China. At present, this news has not been officially confirmed. If it is true, SK Hynix’s strategic intention to further expand its OEM market in China will become more obvious. Especially in the second half of 2019, the industrial situation has recovered from the downturn in the first half of the year. However, the revenue of enterprises represented by Texas Instruments and Xilinx has dropped sharply year on year. One of the most important reasons is that the supply of Huawei is limited and the orders of key customers are lost, so the revenue report card will not look good. The American Semiconductor Industry Association (SIA), as well as major chip and semiconductor equipment manufacturers, have filed applications for the lifting of restrictions, hoping to achieve free trade with certain restrictions. This largely reflects the dependence of the US chip and equipment factories on China’s mainland market. < / P > < p > take a look at Europe. Infineon, NXP and STM are all good at analog chips, and their business scale and technical influence in China have been constantly expanding. < / P > < p > take Infineon as an example, its power devices rank first in the world, and it is also a leader in the Chinese market. In fy2019, Infineon’s Greater China region accounted for 35% of the company’s total global revenue, becoming Infineon’s largest single revenue source market. Recently, Infineon announced that it would increase investment in China and expand the IGBT module production line of its Wuxi plant. After the expansion of Wuxi factory, it will become one of the largest IGBT production bases of Infineon. < / P > < p > especially for the wafer factories represented by TSMC and lianpower, TSMC Nanjing plant was put into mass production soon after its completion, and it only took more than a year to achieve profit, which is still relatively rare. The Nanjing plant is also one of the few large-scale plants built outside Taiwan by TSMC. United power has also invested a lot of resources in the mainland and built three or four wafer plants. All these reflect the importance of the two generation factories to the development of Chinese mainland’s local businesses.
, in the upstream semiconductor equipment area, is the second largest semiconductor equipment consumer market in China after Taiwan, China. Chinese mainland provides a vast source of money for equipment manufacturers in the United States and Japan.
China has a vast market, but the overall semiconductor technology level is relatively low, especially in high-end products, whether it is CPU, GPU, FPGA and other logic chips, or high-performance DRAM as the representative of the memory, or all kinds of high-performance power devices and analog chips, it can not achieve self-sufficiency, and must rely on imports. < / P > < p > in the semiconductor industry, the world was originally dependent on China, and China also depended on the world. If the original pace of development can be maintained, it will be a harmonious relationship complementary to each other. However, the international trade restrictions have broken the balance, which not only separates the increasingly integrated “ice” and “fire”, but also causes a certain degree of “separation” within them. For example, in the European, American, Japanese and Korean markets, the majority of semiconductor enterprises are more inclined to restore the original open trade status, but the management agencies of these markets seem to be more conservative. However, in China, the different tendencies of independent R & D and open cooperation are becoming more and more obvious, and the debate is becoming more and more fierce. All these add more uncertainty to the development of semiconductor industry including Europe, America, Japan, South Korea and China. Apple extends AppleCare + purchase period: users can decide within 60 days