Semiconductor refers to a material that can be controlled by conductivity that can be controlled from the insulator to the conductor. From the perspective of science and technology or economic development, the importance of semiconductors is very huge. Most of the core units in most electronic products are closely related to semiconductors. I. In 2019, the global semiconductor material market sales reached US $ 52.12 billion SEMI reports that the global semiconductor material market sales in 2019 were US $ 52.12 billion, a slight decrease of -1.1%. From the perspective of regions, Taiwan, South Korea, Mainland China, Japan, North America, and Europe's semiconductor sales are US $ 11.34 billion, US $ 8.83 billion, US $ 8.69 billion, US $ 7.70 billion, US $ 5.62 billion, and US $ 3.89 billion, respectively, respectively, respectively, respectively. 22%, 17%, 17%, 15%, 11%, and 17%of the market share of semiconductor materials. Mainland China is the only semiconductor material market in various regions in 2019. The sales scale ranks third. . In 2019, the decline in the sales of packaging materials fell more than the wafer manufacturing material If products, the global wafer manufacturing material sales in 2019 were US $ 32.8 billion, a slight decrease of 0.4%; Products, sputtering targets and CMP decreased by more than 2%year -on -year. In 2019, the sales of packaging materials were $ 19.2 billion, a year -on -year decrease of 2.3%. . The net profit growth of listed companies in semiconductor listed companies in half of 2019 among domestic listed companies, there are also many listed companies in the semiconductor industry. Bring new development opportunities. As of January 21, 2020, a total of 22 semiconductor companies announced the 2019 performance forecast. The net profit of 15 companies has increased, of which Shanghai Xinyang, Wentai Technology, Beijing Junzheng, Antai Technology, Tianlong Optoelectronics, Silicon Silicon, Silicon Silicon The net profit of 6 companies in Bao Technology increased by more than 100%year -on -year (data comparison below, the same below), accounting for 27.27%; 7 companies with net profit decreased year -on -year, namely powerful new materials, Hangjin Technology, San'an Optoelectronics Electric Power , Seilan Weili, Dinglong, Taiji, Datang Telecom, accounting for 31.82%. . The independence of domestic chips is imminent In the future, the development trend of China's semiconductor is mainly manifested in: First, policy guidance promotes integrated circuits to become a strategic industry. Second, emerging technology will become the future core products of the integrated circuit industry. Third, core technology and talent resources have become the sustainable development of the integrated circuit industry. It is important to note that the level of self -sufficiency in semiconductors in China is very low, especially the core chip is extremely lacking, and the domestic share is almost zero. The autonomy of domestic products is imminent. -The above data comes from the Foresight Industry Research Institute's "Semiconductor Silicon Film, the Foreign Planning and Investment Strategic Planning Analysis Report".
From the big aspect, the future is limited. The cheap labor in Southeast Asia gradually exceeds China, and the future of mainland manufacturing, which is mainly low -end foundry in the next 10 years, is actually not optimistic.
The semiconductor industry is indeed the cornerstone of the electronics industry. but most of the profits are obtained by the upstream Design House and downstream digital terminal consumer electronics manufacturers. and the remaining semiconductor packaging manufacturing industry is just drinking soup.
S small aspects, in fact, industry competition has always been fierce, not so -called in the past two years, and there are not much prosperity every year, every 3 to 5 years will appear very downturn. when. This is the global instead of excessive production capacity in mainland China.
At present, my country's semiconductor industry is still in the initial stage of development. The lack of standards for operating regulations and the investment of innovative research and development funds. The high degree of foreign dependence has enabled enterprises to be behind in high -end logic and advanced simulation. Deep -level contradictions have intensified. At the same time, foreign technology blockade also sounded the alarm clock of the domestic semiconductor industry, promoting domestic alternatives and autonomous control of the semiconductor industry industry chain to become the consensus of domestic enterprises. But in general, the semiconductor industry has entered a golden period of development. The industry development shows five major trends:
From the big aspect, the future is unlimited. The semiconductor industry is the cornerstone of the electronics industry. Any electronic device is composed of a loader outside the semiconductor element.
Small aspects, the industry has fiercely competitive in the past two years and is not too prosperous. This is caused by the overcapacity of the economic cycle and China's overcapacity.
The main listed companies in the semiconductor separate device manufacturing industry: At present, listed companies in the domestic semiconductor separate device manufacturing industry mainly include China Resources Micro (688396), Silanwei (600460), Technology (300373), Huadi Electronics (600360), Xinjie Neng (6051111111 ), Suzhou Guji (002079). Colidal data: Semiconductor separate devices, market size, and regional distribution. 1. Ingfeeling promotes the improvement of global separate devices. The global separate semiconductor devices were born in the middle of the last century. In the 1950s, the power diode and power triode came out, and were applied to industrial and power systems. In the 1960s and 1970s, the separation devices such as crystal tubes developed rapidly; in the late 1970s, the plane power MOSFET was developed. In the late 1980s, the groove power MOSFET and IGBT gradually appeared, and the separate devices officially entered the era of electronics. In the 1990s, the super -knot MOSFET gradually appeared, breaking the traditional "silicon limit" and meeting the requirements of high -power and high -frequency application. In 2008, Yingfeeling took the lead in launching the shielding grid power MOSFET, and the performance of the separated devices was further improved. 2. The global supply and demand of separate devices is obviously affected by the epidemic. -Due to the epidemic, global supply is weak. The new coronary pneumonia epidemic has a huge impact on the global economy, and many industries, including semiconductor separate devices, have been negatively affected. According to Statista's forecast data, global separation semiconductor device shipments will reach 463 billion in 2020. As the virus spreads globally, the global supply chain is interrupted, and the isolation period is still uncertain. In order to curb the spread of new crown pneumonia, many manufacturing factories in the world have adopted control measures for stopping work. For example, due to the government orders in Malaysia, China and the Philippines, most of the manufacturing facilities of Anmei Semiconductor were closed, which affected its ability to supply products to customers. Iknow-pic.cdn.bcebos/? X-BCE-PROCESS = Image/resize,m_LFIT,W_600,limit_1/quality,Q_85,F_AUTO,F_AUTO
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