IC competition model has quietly changed

On February 27th, ELPIDA, the world’s third-largest memory card maker, filed a bankruptcy application with the Tokyo District Court. This incident shook the entire semiconductor industry. This led to a series of question marks. Why did Japan's semiconductor companies either go bankrupt or lose money in large numbers in 2012? However, the semiconductors of Europe, the United States, and South Korea were able to turn around in the face of last year's downturn. Freshmen, this is how the semiconductor industry's competitive landscape has changed.

In 2011, among the world's top ten semiconductor companies, global semiconductor "first brother": Intel; memory industry leader: Samsung; analog semiconductor first: Texas Instruments has production lines in China. This is not a coincidence. In fact, it is even more important for these large-scale enterprises to see the importance of the Chinese elements. In the IC industry competition in the new century, the Chinese elements and even the Chinese forces are equally important.

We can see why companies in the United States and South Korea have been able to “find” “accidents” in the “semiconductor crisis” quickly, and have turned to safety. The Chinese market accounts for most of their sales. There are important reasons for this; Japanese companies are mostly oriented to the Japanese market. The "emphasis on the Chinese market" on the lips has also shown no concrete action. Far from the main battlefield of the integrated circuit industry, it is far from the center of the industry.

Hynix has established a 12-inch factory in Wuxi for a long time, and Wuxi’s factory has played a crucial role in Hynix’s “winter” of the memory industry; and Samsung’s investment in US$4 billion this year is to build a 12-inch factory in the mainland. Samsung saw that he couldn’t stay old and play in his own home. He had to see China's big fat and escaped Elpida's tragedy. Therefore, the current global semiconductor industry has changed its competitive landscape, and it has evolved from a pure technology and new product competition to the current market and industrial chain competition.