Faced with the rise of China's market, Julong, vice president of SEMI and President of China, recently delivered a keynote speech entitled "The Rise of China IC Industry" in SEMICON WEST. He believed that China's rise was not a so-called "threat" to China's semiconductor industry, and that China's semiconductor industry would actively cooperate to promote the country. International cooperation and common progress of industry. He also predicted that this will be fully reflected in 2018, and that next year will be the 30th anniversary of SEMICON China, which will be brilliant.
The Rise of China's Semiconductor Industry is not a "Threat"
Julong pointed out that the so-called "China Threat Theory" is not a "threat" in fact, because China's integrated circuit industry started late, compared with the international advanced level, there are such problems as integrated circuit design, weak sustained innovation ability of manufacturing enterprises, lack of core technology and so on. China's semiconductor industry should be more open and integrated with the whole world's semiconductor circle, assuming an important role in the world's industry.
He also said that in recent years, China has vigorously developed the semiconductor industry in order to improve chip self-sufficiency under the premise of self-control. Chinese enterprises are becoming the main force of global semiconductor industry expansion. The growing of Chinese semiconductor industry will have a profound impact on the global semiconductor industry pattern. Among them, the promulgation and implementation of the National Integrated Circuit Industry Development Promotion Program and the "Made in China 2025" Action Program stimulated the enthusiasm of investing in China's semiconductor industry and triggered a series of M&A activities in China's semiconductor manufacturing industry chain.
After Julong's speech, SEMI and Gartner also jointly held round-table discussions on semiconductor investment, equipment materials and market analysis and prediction of related industries.
Bob Johnson, Vice President of Gartner Research, pointed out in his sharing that 2017 is a boom for the semiconductor industry and will continue until 2018-2021. In order to realize the application of IOT and advanced data analysis technology, it will bring long-term demand to the semiconductor market, and new technologies are constantly emerging.
Christian Gregor Dieseldorff, senior analyst at SEMI and director of market research, analyzed the trend of global Fab quantity and production capacity from regional and product dimensions. From 2017 to 2021, he expects 13 of the 23 new Fab plants will be put into operation (including three trial operations), but four Fab plants including LED will be closed. He also expects to invest $12 billion in equipment and about $1 billion in construction.
In addition, several analysts gave an analysis of the application of new technologies. Andy Castonguay, Director of Internet of Things Research at Gartner, points out that the ubiquitous Internet is the key catalyst for new automotive functions, services and business models. IoT applications will reshape the automotive industry, such as vehicle platforms, vehicle insurance, fleet management, stolen vehicles recovery, in-vehicle entertainment and Internet, leasing, vehicle diagnosis and in-vehicle management. Emergency calls, etc.
Sam Wang, Vice President of Gartner Research, analyzed the intelligence of AI from the aspects of recognition, observation, anomaly detection and judgment. He explained why AI is intelligent from three aspects: increasing computer capability, big data of IoT and machine learning algorithm. Sam Wang shared some of the opportunities that AI brings to semiconductor manufacturing, such as the use of AI in smart devices and smart manufacturing, the need for AI to drive advanced wafer process technology, the encouragement of HMC, HBM, eDRAM, ReRAM, PCM, STT-MRAM memristor or memory processing, the addition of 2.5D, 3D, TSV and SIP technology to AI, etc. 。
