Industry downturn IC or new darling

In 2011, the global economy was affected by the European debt crisis. Demand for electronic products continued to slump and the electronics industry continued to decline. Global demand for electronics continued to slump in the third quarter of this year, and no peak season became a reality.

According to authoritative statistics, global semiconductor sales continued to decline in August, down 4.4% year-on-year. In September, the semiconductor values ​​in North America and Japan fell from 0.86, 0.84 to 0.80, 0.76, respectively, and the industry investment showed a significant decline. International manufacturers have been bearish this year and tightened investment to weather the cold winter of the industry.

In the weak demand, large and small corporate businesses in the electronics industry are feeling sad. According to incomplete statistics, according to incomplete statistics, Motorola, Nokia Siemens, Panasonic, and AMD have announced layoffs in China in the past year; Nokia Siemens has laid off 670 employees in China, and Motorola has laid off more workers, only in China. As many as 1200 people.

Of course, as the cornerstone of the economic development of the information society, integrated circuits have become the new darling of the industry during this period. As a professional distribution agent for domestic and international well-known brands of integrated circuits, Zheng Qiulan, general manager of Shenzhen Parkson Electronics Co., Ltd., said in an interview with the Electronic Market Network reporter, that the demand for integrated circuits in the domestic market is greater than that in foreign countries. In the economic crisis, domestic It is a big market to be developed.

Industry practitioners all know that China's integrated circuit market is the world's largest market. The demand for integrated circuits exceeds 1/3 of the global market every year. Whether it is consumer electronics products or various types of investment products, it requires a large number of integrated circuits. . With the development of social informatization, the booming development of the new generation of electronic information products, the Internet, the Internet of Things, smart cities, digital earth, and so on, support the development of the most source, the most basic and the most critical IC industry in all fields of development. Both are constantly making new and higher demands. This aspect illustrates the immense strategic, economic, and scientific and technological value of the integrated circuit industry. On the other hand, the ever-expanding new application areas have also provided a huge market opportunity for the further development of the integrated circuit industry. In addition, the country is actively promoting a series of major measures to expand domestic demand. A series of major science and technology projects and industrial revitalization plans are being implemented. Domestic integrated circuits have a rare opportunity for development.

At present, China is entering a period of economic restructuring and industrial upgrading, and fully implementing and implementing the “Twelfth Five-Year” development plans. The integrated circuit industry is in a new stage of development. "Although the current global semiconductor market is ups and downs, but China's sustained economic growth and long-term stability is good, the global semiconductor manufacturers continue to invest in China will not change the overall situation." Zheng Qiulan think.

Huang Tingjun, senior investment advisor of Ping An Securities Financial Street Sales Department believes that the current level of development of China's integrated circuit industry is relatively limited in the level of technology and the relative lack of core technologies. However, in the next generation of information technology, integrated circuits are the basis for the development of industries such as the Internet of Things and cloud computing. Its importance is evident. The support and encouragement of the country will continue to increase as the related industries develop.

It is precisely because of the good prospects of promising ICs. Some businesses in the industry who have seen opportunities have also joined the industry to dig deep. Shenzhen Parkson Electronics Co., Ltd., established in 2006, is an excellent example of the distribution of original integrated circuits and the current independent production and processing package.

“With the strong support of national policies and the rapid development of information technology, we are very optimistic about the future of integrated circuits.” Zheng Qiulan told reporters, but as the development of domestic core technologies is not overnight, in the short term, IC packaging and development will be better.