The hottest IC performance declines, facing the te

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Integrated circuit: performance decline faces test, integration innovation seeks breakthrough editor's note: Although China's integrated circuit design, manufacturing and packaging industries face different environments and play different roles in international competition, being close to the market and independent innovation are the common requirements for all links of the industry chain and the key means for China's semiconductor industry to get rid of the current global financial crisis

in the first three quarters of 2008, affected by the weakness of the international market, changes in the market environment and the business adjustment of some key enterprises, the development speed of China's integrated circuit industry showed a trend of slowing down quarter by quarter. The impact of the international financial crisis on the real economy has gradually emerged. The global integrated circuit industry grew slowly by only about 2% in the third quarter. According to statistics, the total output of domestic integrated circuits from January to September this year was 31.993 billion pieces, a year-on-year increase of 5.9%; The total sales volume of the whole industry was 98.578 billion yuan, with a year-on-year growth rate of 7.1%. According to the latest situation in the fourth quarter of this year, China's semiconductor industry will show the following formula: S1 - scanning time (s or min) is now experiencing negative quarterly growth for the first time in many years, and the sales growth of the whole industry this year is expected to fall below 5%

design industry market priority

the weak consumption caused by the international financial crisis is bound to affect the demand of the global complete machine market. In the future, the development of the local IC design industry will face a more severe test. The reduction in demand in the downstream market and the tightening of the capital sector will put IC Design Enterprises under pressure to survive. However, each enterprise will be affected differently according to the different market segments and development strategies. For those design enterprises that mainly rely on foreign market demand, the impact will be more serious. For those design enterprises that mainly face domestic demand, the impact will be relatively small because the fundamentals of China's economic development have not changed and domestic demand is basically stable

in addition to the impact of the international financial crisis, there is another prominent problem in the development of China's IC design industry, that is, the phenomenon of product homogeneity is serious. Most enterprises are concentrated in a few fields, which makes enterprises fall into a fierce price war and challenges the living environment of the whole industry. Therefore, choosing a reasonable market entry point is one of the keys to the success of IC design enterprises. Dr. dengzhonghan, chairman of the board of directors of Zhongxing Microelectronics Co., Ltd., told China Electronics News that at the beginning of the founding of Zhongxing microelectronics, the company's decision-making level was clearly aware that product research and development must adhere to the market demand orientation. The company's product positioning avoided the fierce competition in the mainstream markets such as CPU and memory, and successfully chose the digital multimedia chip as the main direction of attack

at the same time, the automaton on the crank shaft is switched on. "At present, the domestic IC design industry and even the entire IC industry have encountered certain difficulties. From a macro point of view, this is a normal phenomenon in the industrial development." Li Ke, director of Information Department of China Semiconductor Industry Association, said in an interview with this newspaper, "The global semiconductor industry has experienced many booms and recessions in the past 30 years of development. However, the domestic IC industry has never experienced a recession since it began its great development in the early 1990s. The understanding of the 'silicon cycle' in the domestic industry has only remained conceptual and has never had personal experience. This may be the reason why the domestic industry has' overreacted 'to the fluctuations of this industry. From the perspective of future development, it is expected that The average annual growth rate of industry sales in 2009 and the next five years can still reach more than 30%. But for enterprises, the process of reshuffle will be inevitable. A new batch of leading enterprises will emerge one after another and lead the sustainable development of the industry. "

manufacturing industry attaches importance to integration

since entering the new century, China's IC manufacturing industry has also developed very rapidly. At present, China has 5 12 inch production lines and 11 8-inch production lines. In terms of absolute quantity, China's chip manufacturing industry has begun to take shape; However, compared with the domestic IC demand, China's IC manufacturing capacity is still weak and cannot meet 20% of the total domestic demand. It is expected that this situation will continue until at least 2010

at present, semiconductor wafer foundry accounts for the vast majority of China's integrated circuit manufacturing industry. For contract manufacturers, the international financial crisis has directly led to a decline in the number of orders, while the production costs of enterprises will also rise to a certain extent, and their overall operating profits will inevitably be greatly affected. Huwei, marketing department of Hejian Technology (Suzhou) Co., Ltd., said in an interview with China Electronics News: "Wafer foundries need to increase capital investment to maintain their own operation scale, which may cause the risk of cash shortage. The global economic downturn will also trigger a wave of consolidation in the semiconductor industry. Some second-line wafer foundries with poor health, insufficient cash on hand, relatively simple products and relatively backward process development progress will discuss the company's integration or organization reengineering plan at an appropriate time."

in the face of the recession of the industry, any excellent company will pay more attention to the future development, so it is bound to give priority to the investment in technology research and development during the industry downturn. Zhangrujing, President and CEO of SMIC international, told this newspaper: "In addition to rapidly increasing the production capacity, SMIC also fully cooperates with domestic design companies, scientific research institutions, colleges and universities and government departments to improve the technical level of the enterprise. In 2008, we increased the horizontal expansion in process technology, for example, we improved the strength, weather resistance and fatigue life of steel for wheels, axles and bogies, and realized mass production on the existing technical nodes (0.18 μ m to 0.11 μ m) The R & D of RF technology, image sensor technology, embedded technology and MEMS (micro electro mechanical system) technology has been strengthened. At the same time, we have not relaxed our research and development on advanced manufacturing processes. In the development of 65nm technology, we have introduced more than 20 products and are currently in different certification stages. In less than one year after obtaining the license of IBM 45nm technology, the first batch of 45nm products of SMIC also successfully passed the yield test. The export license for SMIC's 32 nanometer technology will also take effect on January 1st, 2009. "

the packaging industry Mai universal tensile testing machine usually needs to test the mechanical properties of materials on specimens with different stiffness. Towards the high end

all along, the packaging industry has been the fastest growing industry of integrated circuits in China. As the backtrack of integrated circuits, packaging technology is developing towards micro assembly technology, bare chip technology and wafer level packaging. The technology process and products of packaging and testing manufacturers must also develop synchronously

in terms of packaging form, the main demand in the domestic market is still in the middle and low-end products, and the number of pins is still relatively small. However, with the rapid development of digital TV, information appliances, 3G and other consumer and communication technologies, the demand for high-end circuit products in the domestic IC market is increasing. The demand for medium and high-end packaging products by IC design companies and machine manufacturers has shown a large growth trend, and the desire to realize packaging and testing in China is very strong. Yu Xiekang, general manager of Jiangsu Changdian Technology Co., Ltd., stressed that packaging and testing enterprises should seize business opportunities and actively develop and reserve medium and high-end packaging and testing technologies with market potential to meet market demand. At the same time, it gradually narrowed the gap with the international advanced packaging and testing technology, and occupied a place in the middle and high-end packaging and testing market

the international financial crisis has indeed brought a great impact on the semiconductor industry, and China's packaging and testing industry cannot be spared. The survival and development of packaging enterprises are facing a great test. In an interview with China Electronics News, wangxiaojiang of Nantong Fujitsu Microelectronics Co., Ltd. said that independent innovation is the only way for enterprises to develop to a higher level. Under the market environment of increasingly fierce competition in the packaging and testing industry and declining profits year by year, enterprises can only be based on the domestic and international markets by continuously increasing investment in scientific and technological research and development, innovating on the basis of introduction, digestion and absorption, and achieving breakthroughs in products and technologies, Make the enterprise have better and faster development. However, it should be noted that independent innovation should focus on the market and take the current market demand and potential needs as the direction of enterprise technology research and development and research. Only in this way can enterprises avoid detours and develop better. (fengxiaowei)

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