This article is from: Huibo Investment Research Information
In the semiconductor industry, integrated circuits are the most important:
Semiconductor refers to the material whose conductivity is between the conductor and the insulator at room temperature. Semiconductors are of vital importance both in the field of science and technology and in the economic field. Semiconductors can be divided into four categories: integrated circuits, discrete devices, optoelectronics, and sensors. Among them, integrated circuits account for more than 80% of the total, which is a top priority. According to the data of the World Semiconductor Trade Statistics Group, the world semiconductor market in 2017 was US$408.691 billion, which was a year-on-year increase of 20.6%, and it broke through the US$400 billion mark. Among them, the sales of the integrated circuit market was US$340.189 billion, an increase of 22.9% over the same period of last year. The ratio is 83.2%.
Intelligent robots and the Internet of Things Lead the industry to change and push the semiconductor industry back to the boom cycle:
According to data from the Institute of Industrial Intelligence of the Institute of Information and Technology, before 2013, the computer industry, represented by PC, was the largest user of semiconductors in the global semiconductor application market. In 2014, communications (including mobile phones and communications) became the largest users, accounting for The ratio is 34.4%. We believe that in the long term, the mobile phone chip market will continue to grow. Mobile phones will continue to be the main driving force for the growth of the semiconductor industry, and the mobile phone segment is expected to become the largest terminal system category for the integrated circuit sales market in 2017. In the future, as the Internet of Things and the approaching, intelligent robots of 5G commercials in 2020 will gradually mature, they will gradually become the growth momentum of the next generation of semiconductor industry, and it is expected to promote the semiconductor industry to return to the boom cycle.
Four major kinetic resonances, the Chinese semiconductor industry is expected to rise strongly:
Since 2000, China's integrated circuit industry has grown rapidly, and its share of the world market has also increased. According to China's semiconductor industry observations, China’s semiconductor market accounted for 45% of the global share from 7% in 2000 to 45% in 2016. China has become The world's largest integrated circuit market. The self-sufficiency rate of integrated circuits in China has been low, and the trade deficit in integrated circuit products has continued to expand. The national demand for substitution has been very large. Together with national policies, major funds, local funds, and terminal application markets, the four major kinetic energy have jointly pushed forward. China's semiconductor industry ushered in historic development opportunities.
China's semiconductor industry chain ushered in the golden period of development.