Analysis on the prospect of chip price war intensified IC industry
Recently, the media reported the news of the big price cuts of the chip has caused widespread concern in the industry. It is reported that the MT6572 chip prices from 4.8 U.S. dollars to 4.3 U.S. dollars, MT6582 prices from $6.9 to $6.4, the price cut of about 10%. Is just experienced in the past 3 years, the worst of a collection, the results show that in the two quarter of 2015, revenue 47000000000 New Taiwan dollars, about $1450000000, down 1%, down 13.1%. At the same time, the company's net profit of NT $6377000000, about $197000000, net profit fell by 12.1%, down 49.2%.
The industry believes that the loss of competition is leading to the decline in the profits of the industry, the main reason for the decline in the price of the chip continues to cut prices. In fact, as early as 2014 second half, mobile phone chip market, Qualcomm, MTK and Spreadtrum were fierce chip price war. And in this war, MediaTek is in inferior position, the 3G market is squeezing Spreadtrum, 4G chips Nandi Qualcomm, so prices down in reason. However, it is worth mentioning is that as the global smart phone market growth slowed, with advantages of the high pass and Spreadtrum earnings is difficult to be optimistic, mobile phone chip industry as a whole in decline, which requires aroused the vigilance.
Chip is also known as semiconductor or integrated circuit, which is the core hardware in the computer, tablet and mobile phone and other products, but also the important component of the electronic information field is the important basis of national information security, in the Internet era, chip on the national economic development and information security is of great significance. China is a big chip consumer, but for a long time the amount of imports of China's chip is more than oil and other commodities import scale, the integrated circuit industry is heavily dependent on foreign technology, national security and economic development are facing a test.
In this context, the introduction of a number of strong core policies, including the development of integrated circuit industry, including the establishment of national industrial investment funds to support the development of local chip industry. Affected by the policy and funds, our country formed the integrated circuit complete industrial chain: chip design, Hass, Spreadtrum and RDA represented; manufacturing sectors in core international; packaging and testing aspects with Changdian science and technology enterprises.
Prospective industry Research Institute provided the data show that in 2014 the overall revenue of the integrated circuit in was 306600000000 yuan, an increase of 18560000000, net profit of 27.7% yuan, an increase of 13.6%. ; 2015 first quarter revenues of $752 billion yuan, an increase of 24.3%, net profit is 41.8 billion yuan, an increase of 17.7%, integrated circuit industrial development is getting better and better. However, the integrated circuit industry, the size of the lack of core technology, the lack of the core technology to be changed. In addition, due to the impact of the smart phone market, the plight of the mobile phone chip also need to concern, the development of China's integrated circuit industry still "way streched endless ahead."
However, taking into account the critical moment when China's electronic information industry upgrade, the national introduction of manufacturing 2025 big strategy, high added value of the upstream industry chain has become the core area of the development of electronic information, integrated circuit industry trends will further strengthen the industrial development prospects in 2015 will be further clarified. Industry chain involved in the design of core technology capabilities will be further attention; industry mergers and acquisitions to expand the scale, domestic and international cooperation to enhance the competitiveness of the mainstream; positioning chip, security chips, computing chips and military chips and other information security products will accelerate the localization of the trend.
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