At the Taiwan Province International Semiconductor Exhibition, Liu Deyin said that Moore's Law still exists today, and it is optimistic that the semiconductor industry will usher in the next 60 years. Semiconductor industry is a barometer of macro-economy, and its development level is positively related to the global GDP growth rate. China's semiconductor industry is very flexible. As the largest semiconductor market in the world, China still has great development potential.
As the most upstream design industry in the semiconductor industry chain, a hundred schools of thought have contended in the past two years. Not only in some proprietary chip fields, such as fingerprint chips, CMOS chips and consumer-grade SOC chips, but also in some core chip products, such as baseband chips, FPGA, storage and other fields, companies such as Huawei Hisilicon, Ziguang Guowei and Zhao Yi Innovation are constantly developing and infiltrating.
TF Securities believes that in the field of integrated circuit design, there are five companies with the largest number of alternative logics in China, among which Zhao Yi Innovation has risen strongly in the storage field. According to the research report of storage industry in the second quarter of CINNOResearch, Zhao Yi Innovation, which has been ranked fifth in the field of NOR Flash for a long time, surpassed Micron's fourth place for the first time in history, setting a new milestone in the storage industry in China.
From the upstream, the strength of domestic semiconductor manufacturers has increased. From the downstream, domestic manufacturers of electronic terminal products are strongly aware of the importance of local products and resources to maintain and promote their own stable development, and are more willing to replace some foreign products with local products through performance substitution.
The distribution of electronic components is an important link to connect upstream and downstream manufacturers. As a leading distributor of electronic components in China, shenzhen huaqiang has several authorized distributor brands of electronic components with different positioning. Among them, Chino Technology, a holding subsidiary, has been acting as an agent for domestic well-known integrated circuits for more than ten years, and has achieved rapid development with the growth of domestic independent semiconductor brands. It has become an important partner of more than 30 well-known integrated circuit designers and manufacturers in China, such as Huawei Hisilicon, Zhao Yi Innovation, Ziguang Guo Xin, Lan Zhi Electronics, Shanghai HD and Silaway. It is the agent of Huawei Hisilicon's full range of products.
Shenzhen huaqiang said in an agency survey that the local distributors have incomparable local advantages in understanding the needs of domestic downstream customers, technical service capabilities, response speed, labor costs and so on. Historically, international distribution giants have grown rapidly with the rapid development of their local semiconductor industry. Therefore, on the one hand, local distributors in China will benefit from the domestic substitution process of domestic semiconductor industry and gradually increase their market share; On the other hand, they will help the growth of domestic semiconductor independent brands through their professional services.
China Merchants Securities believes that from the perspective of long-term growth, it is extremely urgent for China Semiconductor to be self-controllable; In recent years, driven by the national strategy, the environment of policies, funds and talents has been favorable to the semiconductor industry, and domestic manufacturers are also accelerating the self-research of key chips and the certification that can replace domestic chips. The long-term logic of China semiconductor industry from top to bottom is clear.
Source: Securities Network