"The first quarter fell 34 percent after bottoming out in the second quarter we had predicted , it seems a bit optimistic ." Yesterday , CCID Consulting [ 0.16 0.00% ] senior semiconductor industry analyst told CBN reporter Li Ke .
He gives the research data , the January to June , China overall growth of the semiconductor industry sales fell 23%. This is the second full year of 2008 by 0.4% negative growth industry , and an optimism not seen the news .
Li Ke said that the main reason for the decline , still influence the global macroeconomic situation . Although China has taken various measures to stimulate domestic demand, including the launch of an important initiative , " electronic information industry restructuring and revitalization of planning " , appliances and other electronic products , but by the interests of the local semiconductor companies pulling , is not obvious.
Bring electronics products to the countryside is much weaker than the effect of expectations . Ministry of Commerce recently released the first half of 2009 to the countryside of data . Among them, color TV sales only 1.849 million units, amounting to about 2.26 billion yuan ; while in the computer , the amount is less. Lenovo which sold 48,000 units, accounting for 43.97% of the total , followed by Haier Information 30,200 units, Founder Technology [ 4.52 -7.76 % ] 16,500 units and 12,600 units Tongfang Computer , and Hewlett-Packard , Acer ’s sales were only 771 units, 208 units.
This data is reflected in the upstream, the effect is even more weak. Moreover, these appliances products, chips, and more supplies from outside suppliers, in particular, the power companies in Taiwan, the mainland semiconductor companies participating are very weak.
With Taiwan semiconductor company TSMC, UMC, one after another praised the continent countryside policies compared to mainland counterparts somewhat lonely. This is embarrassing about the semiconductor industry developed over the years. Most of the enterprises located in the low-end market, while the second quarter of slight recovery in the global economy, let those companies to provide high-end products, services or tasted a little sweetness.
For example, the digital TV chip, driver chip and PC processors, chipsets, almost all from outside companies.
Li Ke explained: "Now some of the industry’s head lifted, but the tail (low-end) not tilt to the semiconductor market recovery in China there is a lag effect."
Several listed company’s second quarter earnings report, almost all grayed out.
Of course, the above data relative to the global average growth rate fell somewhat optimistic. Semiconductor industry expert , told reporters that the CBN great health , a greater decline in the second quarter of the world , close to 29 percent , compared to mainland China , it has been quite good .
" SMIC [ 0.44 -2.22 % ] , for example, it will benefit from the adjustment of product structure ." Great Kang said that the order of its 90-nanometer products have been raised to 16.6% , which is the highest ever value , which is directly narrowed its losses .
But the chip average is rapidly declining. Li Ke said , how the overall performance of the industry in the third quarter , prices will be a very important reference .
Great Kang believes that the macroeconomic environment is only a slight upward changes occur , China’s semiconductor industry is a lack of confidence , a little depressed. "Everyone went out of solar energy ." He teased .
Li Ke agree with this statement . He also stressed that the industry’s recent focus on the semiconductor industry as before really high , almost no new projects coming in , as well as the loss of many projects tendencies , he hopes this time, the government can borrow to pull a new policy .
But so far, the semiconductor industry, the New Deal ( New No. 18 ) is still no sign of release . End of next year , it will expire .
However, the industry is quietly undergoing consolidation and restructuring. Some key enterprises are brewing significant consolidation, the industry is turning to a qualitative improvement from the previous growth in the number of factories, a good thing.
Integration indeed in progress. Previously, Hua Hong NEC and Grace has been in the rumor being; while Wuxi China Resources Microelectronics [0.17 1.85%] is also integrated Shougang NEC. According to sources, CRM will take over the collapse of the European semiconductor company Qimonda Suzhou plant.
This trend, the global market is more obvious. In addition to outside Qimonda, Infineon has sold its most profitable business. Taiwan’s UMC, the acquisition of Suzhou and the ship is operating, but, CBN reporter on the website to see the Russian Interfax agency, the Russian oil capital or to be acquired UMC shares. |
