The growth rate of the development of China's semiconductor industry leads the world and is higher than that of the world. SEMI's year-end total equipment forecast report released on SEMICON Japan shows that global sales of OEM semiconductor manufacturing equipment are expected to increase by 16% from 2019's 59.6 billion U.S. dollars, setting a new record of 68.9 billion U.S. dollars. The global semiconductor manufacturing equipment market is expected to continue to grow, reaching 71.9 billion US dollars in 2021 and 76.1 billion US dollars in 2022.
SEMI predicts that the global semiconductor materials market will grow by 2.2% in 2020, up from mid-year to 53.9 billion U.S. dollars, of which the mainland market will grow by 9.2%, which is the only growing market in the world. The growth rate is expected to be 5% in 2021, and the overall scale will hit a record high, reaching 56.5 billion U.S. dollars. Mainland China will exceed the 10 billion U.S. dollar mark, reaching 10.4 billion U.S. dollars, ranking second in the world, and will continue to expand its advantage with South Korea, which is third.
Despite all the difficulties, the 32nd SEMICON/FPD China, the world's most influential international semiconductor exhibition, was held on June 27-29 last year at Shanghai Pudong New International Expo Center and Pudong Kerry Hotel.
The epidemic and heavy rain at that time did not weaken the industry's enthusiasm for SEMICON. As the first exhibition of China's electronic semiconductor industry in 2020, SEMICON/FPD China 2020 is an indicator of symbolic significance for the promotion of the international semiconductor industry and the recovery of the domestic semiconductor industry.
Recalling that the exhibition was successfully held under the circumstances of "torques and difficulties", SEMI Global Vice President and President of China, Ju Long, said that from the outbreak of the domestic and foreign epidemics in January and March last year, the country implemented visa controls until May. The China CDC and Shanghai's policies were relaxed, and the exhibition was officially approved on May 13, and the exhibition was held as scheduled.
As the first exhibition of the electronic semiconductor industry in 2020 and the first exhibition of a large-scale professional exhibition in Shanghai, SEMICON/FPD China symbolizes Shanghai and China's economic recovery and steady progress while controlling the epidemic.
At the same time, the holding of SEMICON/FPD China is also an important indicator of the recovery of China's semiconductor industry. Julong used "booming brows" to vividly describe the good trends and opportunities of the global, especially China's semiconductor industry in 2020 and in the future. In 2020, global integrated circuit sales are expected to increase by more than 7%. To $440 billion. Continued positive growth is expected in 2021.
In 2021, SEMICON/FPD China will be held in Halls N1-N5, T1-T3 and E7 of Shanghai New International Expo Center from March 17-19. Ju Long said that the scale of SEMICON/FPD China 2021 is larger than last year, and is comparable to that of 2019. Judging from the current situation, the epidemic will not be greatly relieved by March, and exhibitors need to be prepared.
SEMI China has received feedback from some international exhibitors that foreign exhibitors entering China will be quarantined before participating in the exhibition. In addition to participating in the SEMICON exhibition, they can also do other things, such as visiting customers or expanding their business. Good opportunity.
Moreover, international exhibitors can also send a Chinese team to participate in the exhibition. Since this year, seeing opportunities in the Chinese market, semiconductor international companies have strengthened their Chinese teams.
In fact, in addition to the successful holding of SEMICON/FPD China 2020, SEMI China will also hold a series of industry events in 2020 to promote mutual exchanges and mutual promotion among China’s semiconductor industries, including the SEMI China Photovoltaic Standards Technical Committee meeting, SEMI China Micro LED Expert Committee Meeting, SEMI China Member Day, SEMI China Intelligent Manufacturing Committee Meeting, SEMI China Equipment Committee Meeting, SEMI China Packaging and Testing Committee Meeting, SEMI China Committee Annual Joint Meeting, China-Korea Matchmaking Meeting, China (Haining) Semiconductor Equipment And the material elite summit and so on. It is worth mentioning that last month, the SEMI China Materials Committee was formally established with the goal of strengthening domestic and foreign exchanges and cooperation in the semiconductor material industry; accelerating the development and commercial application of innovative technologies; and promoting the development of industrial ecology and supply chain.
In the past two years, the "national strategic" industry: The semiconductor industry has gradually moved from a professional field to the public's field of vision. It has profoundly affected every citizen and is an industry closely related to national life. Julong's own two major experiences have proved this point well.
In November last year, Julong was invited to participate in the "Technology Development and Innovation Driven" roundtable dialogue at the main forum of the World Internet Conference. Julong was the only speaker representing the hard technology of the semiconductor integrated circuit industry. The Internet of Everything needs chips. What would a world without chips look like? Julong metaphors that the Internet without chips will be "not connected to each other"; 5G without chips will be "lifeless".
In December last year, Ju Long was also invited to participate in the 14th "The Bund Finance?Shanghai International Equity Investment Forum" (2020 SIPEF). He said that China, the United States, the European Union, Japan, South Korea, and Taiwan are all increasing their With investment in the semiconductor and integrated circuit industries, the United States is also reinvesting in research and development. To catch up with the world's leading level, China has yet to make innovations and breakthroughs in major links.
In Julong’s view, innovation and talents are indispensable elements for the sustainable development of the high-tech semiconductor industry. Innovation is the last word, but the road ahead is long and tortuous. feelings". Technological innovation is currently the top priority in China, and the birth of the science and technology innovation board has opened a bright light for the innovation of the semiconductor industry.
The above two personal experiences of Ju Long show that everyone's attention to chips and semiconductors is increasing.
In fact, a key feature of the semiconductor integrated circuit industry is technological advancement, "there is no best, only better." As the so-called "international cooperation for win-win, open packages to accommodate intelligence", Ju Long specifically quoted Chairman Xi Jinping’s speech at the symposium of scientists on September 11: "The more we face blockades and suppression, the less we can engage in self-enclosure and self-isolation. It is to implement a more open, inclusive, and mutually beneficial international science and technology cooperation strategy.” On August 4, the State Council also issued "Several Policies to Promote the High-Quality Development of the Integrated Circuit Industry and Software Industry in the New Era", eight of which focused on Research and development, talents and international cooperation. The role played by SEMI fits with it.
The International Semiconductor Industry Association SEMI is an international organization. The SEMI global board of directors includes China, the United States, Europe, Japan, South Korea and Taiwan, representing the global semiconductor industry. SEMI China's mission is to build an industrial platform, make full use of international resources, spare no effort to promote international cooperation, and promote China's semiconductor integrated circuit industry to integrate into the global industrial chain ecosystem and become a key partner.