Strong support of national industrial policy semiconductor discrete device industry

Semiconductor discrete device industry belongs to the national key encouragement industry, in order to help the industry in-depth development, the state departments have issued a number of industrial support policies for the development of China's semiconductor discrete device enterprises to create a good policy environment.

Strong support of national industrial policy

2009, the State Council issued the "Electronic Information industry adjustment and revitalization of the planning," stressed to speed up the electronic components product upgrades, give full play to the role of the machine demand, around the domestic machine supporting the adjustment of components product structure, improve chip components, new power electronic devices, high-frequency frequency devices and other products research and development The initial formation of complete supporting, mutual support of the electronic components industry system, accelerate the development of non-polluting, environmentally friendly basic components and key materials to improve product performance and reliability, and further improve the competitiveness of export products, and maintain international market share.

2009, the National Development and Reform Commission, the Ministry of Industry and Information Technology jointly issued the "Electronic Information industry technological progress and technological transformation investment direction", the document will cover product design, chip manufacturing, packaging testing, such as the whole chain of semiconductor industry as the next three years of technological progress and technical transformation of the key investment direction The document points out that in the semiconductor light-emitting diode field, will focus on the development of high-power, high-brightness semiconductor light-emitting diode wafer and chip application field is broad, downstream industry development driven market demand pulled up.

China Business Intelligence Network "2012-2013 Chinese semiconductor discrete device industry forecast and Investment Analysis report"

2010, by the international market demand and expand domestic demand policy results show the common role of the electronic machine manufacturing industry appears to rebound significantly, computer, consumer electronics, communications and other machine production growth and product structure continued to upgrade, greatly stimulate the upstream semiconductor discrete device products. In addition, with the adjustment of China's industrial structure, new energy, energy saving and environmental protection, smart grid and other emerging industries, the application of semiconductor discrete devices in China will be further expanded. Csia predicted that by 2013, China's semiconductor discrete device industry will exceed 170 billion yuan, and continue to maintain a high level of growth.

Transfer of manufacturing process in international semiconductor industry

Based on the cost-benefit principle, the international semiconductor manufacturing enterprises will continue to transfer the semiconductor discrete device manufacturing industry chain to our country, which brings the opportunity for the development of the discrete semiconductor devices in our country. In recent years, the export surplus of semiconductor discrete devices in China has been increasing year, the trend of industrial transfer is obvious, which brings a huge import substitution space. 2010, China's semiconductor discrete devices into exports of 16.08 billion U.S. dollars, 32.05 billion U.S. dollars, compared with the same period last year, 42.43%, 111.24%, to achieve import and export 14.17 billion U.S. dollar surplus.

The market competition risk brought by MNCs ' industrial chain transfer

Influenced by the industrial transformation of the developed countries, the international leading enterprises in the industry gradually transferred some production links to the developing countries. The transnational transfer of the capacity of semiconductor discrete devices not only provides an important opportunity for the development of China's semiconductor discrete device industry, but also brings about a large external impact. Although our country semiconductor discrete device industry starts earlier, but the enterprise scale is small, the distribution is scattered, has not formed the scale effect and the agglomeration effect.

If multinational companies with their high level of technical capabilities, strong financial support to intervene in the same market competition, will be the development of China's semiconductor discrete device enterprises and the growth of adverse impact.

The structure of industrial chain needs further improvement

From the domestic semiconductor discrete device industry chain distribution, downstream device packaging industry manufacturers, market concentration is relatively low, industrial scale development rapidly. and upstream of the original chip, discrete device chips and other links due to high barriers to entry, fewer enterprises, leading to discrete device chips, especially high-end chips still need to rely on imports. The lack of investment in semiconductor discrete device chip industry chain will become a bottleneck restricting the further capacity expansion of downstream packaging enterprises.