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Chapter 1107 The situation is grim

.However, bad news always follows.

It was only mid-April, and news came again that the eight-inch wafer factory with a total investment of US$300 million will be settled in Qingdao High-tech Opening Zone. After the factory is completed, it will produce 30,000 pieces per month. This will be the second large-scale eight-inch wafer production line in the Bohai Rim region after Steel Nec.

It is said that the vice governor in charge of economy in Shandong Province specifically instructed the relevant person in charge of the Provincial Department of Information Industry to never let this project run away.

At the same time, Fan Wubing received another news. Jinan is also planning to set up a wafer factory. The production specifications have not been determined yet. It may be a six-inch wafer or an eight-inch wafer.

The Planning Department of the Shandong Provincial Department of Information Industry told reporters that although Shandong wafers are basically blank, their goal is to be a leader in the Bohai Rim Economic Belt, and whether it is Jinan or Qingdao, they will provide strong support.

The main investor, Charoenix Group, set the production target of this eight-inch wafer factory to integrate circuits for home appliances, four cards, smart cards, integrated circuits for display drivers, computer peripheral integrated circuits and multimedia application integrated circuits.

Charoenix Group hopes to set up its factory site in Qingdao, the Bohai Rim home appliance manufacturing center, and hopes to cooperate with Haier. Industry experts believe that the target customers of this wafer fab are major manufacturers such as Shandong Si" home appliances.

However, some people believe that the main business of Charoen Pokphand Group is agriculture, animal husbandry, food and large cities. The only thing that is related to the four is that there are 2.6 million telecommunications operations in Bangkok, which basically has nothing to do with wafers. It is a bit abrupt to suddenly enter the wafer industry. The industry is very questioning whether their technical capabilities are really competent for this new technology industry.

"I think these people are crazy!" Even if Fan Wubing was Tanbin, he couldn't help but complain at this time.

"What's wrong? Doesn't this mean that the domestic chip manufacturing industry is booming?" Shen Ying, who was doing beauty care at home, asked curiously, lay there.

As a top young female rich woman in China, Shen Ying has her own professional nurse. From skin care to nutrition and health, to dynamic guidance and image design, she has a strong team support, that is, there are one-stop supporting service equipment at home, from fitness to bathing and beauty services.

Fan Wubing looked at Chen Ying, who was in the petal bathtub, and had a lot of strange things on her face. He said to her, "The key is to look at the partner's problem. Zhengda Group and Siye have nothing to do with each other. This time it was obvious that he took someone else's second-hand production line and ran to the mainland to enclose the land, but was given a treasure by the short-sighted local government."

As Fan Wubing guessed, Thailand's sales revenue reached 10 billion US dollars last year. The good revenue background made Charoenix Group have the idea of ​​wafers. Although they have no technology or experience, they are rich. So when the Taiwanese electronics industry was ready to enter the mainland wafer market, Charoenix Group felt that the opportunity had come, so she kept asking Korea Hyundai Company and Taiwan Milu Technology Co., Ltd. as partners, intending to capture land in Shandong.

In fact, Shandong really attaches great importance to this project. When the vice governor in charge of this area was invited to the representatives of three foreign companies including Zhengda Group, he called Qingdao leaders and Haier Group President Zhang Ruimin on the spot, hoping that they would attach great importance to and coordinate the joint venture cooperation of the project, which demonstrated the importance of Shandong's official on the wafer project.

Local media in Shandong also disclosed the matter. However, it did not mention whether Zhengda cooperated with Haier or Hisense. However, according to the news obtained by Fan Wubing, cooperation between Zhengda and Haier has become a foregone conclusion.

According to the preliminary agreement, foreign capital will account for 60% of the shares in this investment, and Haier will account for 40% of the shares with land, factory buildings and part of the funds. The first phase of the project is planned to invest US$160 million, which will form a scale of 15,000 eight-inch wafers per month, and a scale of 110,000 US dollars in the second phase, which will eventually form a scale of 30,000 pieces of production per month. The joint venture will import eight-inch single crystal silicon wafers from overseas as substrates to design and produce integrated circuits.

As for the media whether Zhengda chose Haier or Hisense to cooperate, Fan Wubing analyzed that it was just a smokescreen released by Zhengda Group to prevent Haier from asking too high prices.

In fact, this joint venture between Haier and Charoen Pokphand Group into the wafer industry is not a hot topic, but a continuation of Haier's ideas. As early as two years ago, Zhang Ruimin invested 50 million yuan in the Zhongguancun High-Tech Park in Beijing to establish Beijing Haier Integrated Circuit Design Co., Ltd., which adopts the internationally popular process of 10,000 micron and old microns.

This time, Haier entered the Shandong wafer project, but it was just that Haier further extended the wafer industry chain, forming a one-stop industrial structure such as design, production, packaging, and testing.

"Actually, it depends on how to say this. It's not good news for me, but for the entire domestic industry, it still has a great significance. Fan Wubing scratched his head and said. Under the current situation, not all electronics companies believe that the prospects of the wafer industry must be very bright, for example, steel plans to launch competition in the wafer industry.

It was jointly built by Steel Corporation Electronics and was established in 1991. The company currently mainly provides semiconductor wafer manufacturing and packaging and testing businesses, with a six-inch wafer production line and several packaging and testing lines.

When the company was established, Steel Group and Japan held citations of the joint venture shares and ships respectively. Industry insiders said that when the company was established, it mainly produced concave products and had good initial benefits. However, after experiencing the disaster of the huge price drop in concave balls in 1997, it was in a slump and fell into a situation of losing money.

During the sequential capital increase and share expansion in two thousand years, the equity structure of Steel Group changed. The most acquired controlling stake in Mengzhi. Steel Group's shares were reduced to Gangrui.

There are currently reports that Steel will transfer all its shares in the Oxyuan and completely withdraw from the semiconductor industry.

Analysts under Fan Wubing believe that there are two possible reasons for steel to withdraw from the semiconductor industry. One is that the expansion has been slow for many years and has not created sustainable and good returns for the steel group. The other is that if the company is to continue to grow, it will inevitably mean more investment. Due to the huge amount of funds required for the semiconductor manufacturing industry, steel, with steel as the main business, lacks experience in semiconductor companies' operations, and continuous investment is too risky for the steel group.

In fact, it planned to invest $1 billion last year to build an eight-inch wafer production line, but this plan was shortly after the announcement. After the plan was stranded, Steel Group had considered buying all its shares in self-exhibition, but in consideration of the risk issues, it finally decided to sell the shares.

The one who may take over Steel Co., Ltd. is Wuxi China Resources Group.

As China's efforts to impact the semiconductor industry, both founded in the late 1980s and early 1990s and Wuxi China Resources have occupied an important position in the domestic semiconductor industry.

However, with the rapid changes in the global semiconductor market, the two companies showed different destinies. After introducing strategic investors, China Resources successfully transformed into a foreign-funded holding company through reform, achieving market-oriented operations, and showing a rapid expansion under the recovery pattern of the global semiconductor industry.

After China lost its controlling stake, it became a global foundry base for electronics. This model has led to slow development in wafer manufacturing, and the source of profits mainly relies on the latter-stage packaging and testing business.

"It should be said that there is no surprise in China Resources' acquisition." Fan Wubing said, "China Resources' expansion has been very obvious since this year. Although Steel Bree has slow expansion in external OEM business, the organization has been relatively effective due to the continuous improvement of the driver chip business. At present, the company's six-inch production line assets still have certain quality, and steel also has vacant factories to facilitate production expansion. In addition, its performance in packaging and testing business is also good. I believe these are the reasons why China Resources is interested in it. In addition, since investing in large-size wafer manufacturing will not only face huge financial pressure, but also face cruel global competition, China Resources has established the idea of ​​using second-hand equipment to save costs. Purchasing existing six-inch production line assets is the fastest way to expand production capacity."

After hearing Fan Wubing explain the current situation of the domestic wafer industry, Shen Ying also gained some understanding of this, so she asked, "So, what do you mean? Keep fighting or exit the market?"

"We definitely cannot give up on the rugged chips. In fact, the current eight-inch wafer competition does not pose a threat to Fan, but it just makes our profits in this part of the market lower." Fan Wubing said, "My focus is still on technical research and design. For specific production, it is enough to maintain it."

Fan's current internal wafer production line is mainly eight inches, so there is no need to worry about being squeezed out of market share. Within at least two years, these wafer manufacturers who want to enter the domestic market will not be able to pose a serious threat to Fan.

What will happen two years later is another scene, and no one can predict what will happen in the future.

Then what else do you have to worry about?" Shen Ying asked strangely.
Chapter completed!
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