Samsung 7 billion dollar investment in XI ' an new cornucopia?

But a year time, is located in Xi ' an city, Shaanxi province Changan District Weir du village, this once obscure small village, because the Samsung project's settled and construction, suddenly became lively, became famous "Korea Village".

In the Weir village this distance Samsung Project Construction command recently concentrated consumption area, playing with Chinese and Korean bilingual signs supermarkets, restaurants everywhere, every noon business unusually hot. Neighborhood residents even plan to decorate their homes in Korean style and rent them to South Koreans.

In Hu County, a 3-kilometer-long project from Samsung, a project has been launched to provide supporting services to the Silla town. According to the plan, this 540,000 square meters, the total investment of 1.8 billion projects will include the Korean community, schools, South Korean folk customs Street, five-star Korean style hotel, composed of Korean cultural characteristics of the city complex.

The "Korean-stream" scene, which is seen everywhere, is only a microcosm of the "Samsung effect" in the millennium's ancient capital, Xi ' an. According to incomplete statistics, as "the largest foreign capital project in the Midwest after the reform and opening up", Samsung Electronics one-phase investment 7 billion U.S. dollar high-end memory chip project since the start of last September 12, has more than 40 supporting enterprises settled.

But in Wenjun, the chief analyst at Isuppli Semiconductor, the Samsung Project has also raised the threshold of Xi ' an to attract enterprises to a certain extent, making foreign-funded enterprises "compare Samsung" to the government, but whether the existing support in XI ' an is enough to support, still face the test. Moreover, the chip industry investment return period is long, the XI ' an high-tech zone after paying a lot of land and fiscal preferential policies, the future effect and return how, still need time to test.

Why XI ' an?

In January 2012, "the South Korean government announced the approval of Samsung Electronics in China to invest 4 billion U.S. dollars to build a flash chip factory" news, sparked widespread speculation, the Samsung company in the overseas market, the largest amount of investment in the end who spend the home?

At that time, a person familiar with the matter told the first financial daily reporter, Samsung has been in Wuxi, Suzhou, Beijing, Xi ' an, Chongqing and many other cities with semiconductor industry and development Zone has conducted a positive contact and inspection.

Up until last March, Samsung announced the final site to be located in Xian, where it invested as much as $7 billion to build a 12-inch flash chip production line. If the three-phase investment is successfully completed, the total investment is about 30 billion USD.

"Geographically speaking, the inland city of Xi ' an is far from the real market of chips, and it is definitely a more favorable policy." Wenjun to this newspaper, Shanghai, Beijing and other industries based on better cities, may not be given such a good condition.

According to the expert Shan of Xi ' an Jiaotong University economic Research Institute, generally speaking, every dollar can produce about 0.3 yuan of GDP, however, compared to the eastern developed provinces, Xi ' an is relatively low labor costs, land costs are relatively low, so that every investment in a dollar may produce 0.35 yuan of GDP. If so, Samsung 7 billion dollar investment, will probably give Xi ' an about 15 billion yuan of GDP, will become XI ' an new cornucopia. ”

It is a risky attempt for Samsung to build factories in overseas markets. South Korean companies have always been sensitive to cutting-edge technology, after Samsung set up overseas the only chip manufacturing plant in the United States Texas State Austin, and the delay to enter other areas, largely because Samsung believes that the construction of High-tech overseas production lines There is the risk of technology leakage, not easily to build factories overseas.

In Wenjun's view, in this "fast fish eat Slow fish" in the "Faster than" competition era, in China to build plants to close to the market, rapid response, the full use of China's resources and the market is an important way.

"Samsung has changed its strategy largely because China is already the largest manufacturing base and consumer market for mobile terminals, such as smartphones and tablets, and to speed up the distribution of semiconductors in China, aiming to be closer to the Chinese market and compete with Apple in all its aspects." Moreover, at present China's chip enterprise overall competition strength is too weak, has basically abandoned the chip industry, no need to worry about technology leakage. Wenjun said to this newspaper.

At present, after a year of construction, Samsung Flash Memory Project's main plant has been basically formed, according to the project schedule, the overall construction of the plant to be completed by the end of next year, February trial production, the monthly chip capacity is expected to reach 100,000 pieces.

Has the industry estimates, Samsung Flash Chip project will attract more than 100 supporting enterprises settled in, solve 13,000 people employment, up to the postpartum output value will exceed 60 billion yuan.

"Samsung effect" in fermentation

It is only the first step of Samsung's investment in Xi ' an to invest in the production of flash memory chips.

This September, Samsung Electronics Research Institute, Samsung Data Development Center announced the opening of the XI ' an high-tech zone, the investment of 500 million U.S. dollars in Samsung Electronic packaging test project formally signed. This also means that from the initial research and development to upstream raw material supply, to downstream testing, packaging, Samsung's own semiconductor business has formed a complete industrial chain in XI ' an.

The effect of IT industry cluster brought by the demonstration of Samsung Project has begun to show gradually. Public data show that with the successful landing of Samsung semiconductor projects, there are more than 60 well-known enterprises at home and abroad to Xi ' an high-tech zone investment Research, and 42 supporting enterprises settled, of which 17 enterprises have been in XI ' an High-tech integrated free trade zone investment construction plant. is expected before the end of the year, there will be more than 40 supporting enterprises settled in XI ' an High-tech zone.

Earlier, the XI ' an Committee of the party committee, the high-tech zone, the secretary Zhaohong in the media interview said that the United States has a chemical giant enterprises, after the high-tech zone to try their best to attract them in order to provide support for enterprises in the region, for various reasons failed. But when the Samsung project settled in Xi ' an, the other side, but the initiative to find, at present a 200 million-dollar investment in High-tech projects have been determined to settle in XI ' an high-tech zone.

But in Wenjun's view, the Samsung project also to a certain extent to raise the threshold of Xi ' an to attract enterprises, so that enterprises in the conditions of the government "compared to Samsung", but the existing support in XI ' an is enough to support, still face the test. and flash chip investment return period is longer, Xi ' an high-tech zone in the pay a lot of land and fiscal preferential policies, the future results and returns, still waiting for the test of time.

At the same time, along with the influx of Korean enterprises and population, faced with the promotion of Xi ' an city in many aspects of the "software" level.

Dr Qin Hailin, of the Finance and Economics Institute of Sadie think-tank, told reporters industrial construction tends to lead to a rapid increase in mobile population, "the standardization of factory building speed, but the ' software ' aspects of ancillary construction, such as medical, health, education and so on can keep up with the development, and match, it is necessary to solve the problem." According to the past, some cities choose to develop first, as for ' urban disease ' but slowly, and did not find the balance between the two. ”

Public information shows that, in education, there is no Korean school in Xi ' An, and in health, language barrier has become a big problem for Korean doctors.

For Chinese-related companies, Samsung's business in China may not be good news. Wenjun that according to Samsung's plan, there are less than half a year to achieve mass production, and Samsung for the strict technology secrecy, production lines will not be outsourced, which means that after landing will and domestic enterprises in the talent resources of the increasingly fierce competition, from this point of view "more harm than good."

In addition, according to the current Chinese chip manufacturers in the strength of Samsung's strong competition, the future or will give up the 12-inch flash chip manufacturing, "then the market is likely to fall into oligopoly competition, domestic enterprises will become more and more difficult to survive." ”