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The industrial chain "ischemia" serious
"Lack of money" issue has been so equipment manufacturers chip home feeling headaches, also limit the pace of enterprise development. Is one disaster after another, the industry cycle is long, investment is much, get effective slow, high risk characteristics, let the market investors and step back.
"The current investment a monthly production of 50000 pieces of 12 inch chip production line need $5000000000.As the construction of a new chip production line in 2012, South Korea's Samsung investment of $14200000000,American Intel invested $12500000000. And my junior high school of international of the core and Shanghai Hualitwo 12 inches of chip leading enterprises average annual investment of less than $500000000, less than the international first-class company 1/10." China Semiconductor Industry Association vice chairman, national 01 major scientific and technological special technical director Wei Shaojun said.
In the device field, applied materials, America global big Usa Inc and Japan Tokyo electron company annually inresearch and development of new products will each invest 500000000 to $1000000000. Founded in 2004 in Pudong, micro fabrication equipment limited company, is recognized as the more successful, 02 national specialindustry the only Chinese products reached the international advanced level and scale to enter the international market of semiconductor equipment company. In 10 years, micro semiconductor has too many rounds of financing,the Goldman Sachs, Walden International, the National Development Bank, Shanghai venture capital and other domestic and international first-class investment, equity investment, and the State Development Bank loans, 02major projects and Shanghai City Hall funding, financing of about $360000000.
Nevertheless, in micro semiconductor CEO Yin Zhiyao still deeply and the international giant gap between large. He told "Economic Reference News" reporter said: "1/10 years into the micro level is only equivalent to the internationalgiants." It is reported, at present the Chinese semiconductor equipment industry leader, still in the red.
Although the "bad money", but the semiconductor industry chain of many enterprises in increasing investment, often face the dilemma of "weak". The main reason is the large investment, long period, high risk factors, which makes the conventional market channels is difficult to support the industry's sustained huge capital investment. Yin Zhiyao to the semiconductor chip equipment industry as an example: the new product is generally 2 to 4 years before they can enter the market, 5 to 6 years to achieve sales, 8 to 9 years to reach the balance of payments, 10 years before it is possible to achieve profit, and the need to spend hundreds of millions of dollars each year, the general investment is difficult to continuously support.
For banks, the information asymmetry of natural, make their enthusiasm for the industry is not high. Guangdongsemiconductor industry association secretary general Lian Bo said "we can say, the semiconductor chip companies have no advantage in financing. Many enterprises have no land and property, some just intellectual property, talentteam, patent technology of soft assets, but absolutely no value to the bank, not for mortgage loan. Professionalknow the technical value of 1 hundred million, not professional feeling not to be worth a hair, the bank does not knowto whom."
On the government side, "investment policy pepper" type of relative dispersion, it is difficult to form a fist effect "".Senior adviser, Shanghai integrated circuit industry association of the 02 projects zongtizu experts said Wang Longxing, from 2008 to 2013, 02 projects in 137 projects, the central funding, local enterprises and the self, a totalinvestment of about 33000000000 yuan. By the end of 2013, Shanghai has integrated circuit enterprises 423, a total investment of 29500000000 dollars. "The total investment characteristics is not enough, decentralized" obviously,and the general local government, and unable to bear too much support capital investment.
"Do it, do not sell out"
On one side is the transnational giants to Chinese enterprises "siege", on the other side, the downstreammanufacturers of domestic chip equipment enterprise and faith, domestic chip and equipment products in the "do not sell," predicament.
A Beijing IC design company has more than 10 years of history, in the computer CPU, wireless LAN, mobile phonechip chip fields developed to some technology and international giant rival products, but its market application effectis not ideal. The company responsible person said, each a product R & D came out, all thought is revolutionary,subversive, but really want to sell integrated factory, machine factory, and not always successful.
"Economic Reference News" reporter in the interview found, many chip design companies and equipment companiesare on their own developed products with confidence, that close to or exceed the advanced level of the world. But when it comes to large-scale promotion, industrial application, many enterprises are responsible for the "fade". "Do it" but "not sell", is one of the many chip design companies, equipment manufacturing enterprises unspeakable pain"".
In the CPU part of R & D and production units such as the core, Kelon PKUnity863, its products R & D andindustrialization are also in trouble, for many years, still failed to achieve large-scale commercial breakthrough. Meter。