Cover Image
市場調查報告書

成為「大基金 (Big Fund)」:全球半導體領導者為了的中國的接下來的步驟

The Big Fund - China's next step to becoming a global semiconductor leader

出版商 Digitimes Inc. 商品編碼 344968
出版日期 內容資訊 英文 33 Pages
商品交期: 最快1-2個工作天內
價格
Back to Top
成為「大基金 (Big Fund)」:全球半導體領導者為了的中國的接下來的步驟 The Big Fund - China's next step to becoming a global semiconductor leader
出版日期: 2015年09月16日 內容資訊: 英文 33 Pages
簡介

中國2014年6月、2015年5月先後提出「國家IC產業發展推動指南」「中國製造2025」政策,此外更引進支援透過先進的半導體加工技術擴大製造能力的「國家IC產業投資基金 (大基金)」計劃,來強化半導體產業的政策目標。

本報告提供中國的「國家IC產業投資基金 (大基金)」對國內外半導體產業的影響相關調查,提供您中國IC產業上的課題,政府的政策及政策目標,彙整透過「大基金」投資的各種手法,活用「大基金」的M&A案例研究,半導體產業的各種部門影響分析等資料。

中國的IC產業:各種課題·政策·目標

  • 中國的IC產業現狀
    • 課題1:中國的IC市場的在地採購率低
    • 課題2:趕不上進步的半導體加工技術
    • 課題3:產業的叢集化低
    • 課題4:設計能力低劣的中國IC設計產業
  • 中國的IC產業:政府的支援·政策·目標
    • 「國家IC產業發展推動指南」
    • 「中國製造2025」

「大基金」的投資目標·投資手段

  • 「大基金」投資狀況和目標
    • 投資情形
    • 「大基金」投資的目標分析
  • 「大基金」:投資模式
    • 直接投資
    • 授權·合作
    • M&A
    • 指導基金的成立
  • 利用於半導體產業公園的「大基金」的投資模式

「大基金」的M&A分析

  • 第13次5年計劃的半導體產業支援區域
  • M&A的案例研究
    • STATS ChipPAC
    • OmniVision
    • Micron
    • ISSI

「大基金」的收購目標:未來的可能性

「大基金」的中國半導體對產業的影響

  • 「大基金」的中國的IC設計對產業的影響
  • 「大基金」的中國的晶圓代工廠對產業的影響
    • 晶圓代工廠·包裝·試驗對產業的影響
    • 記憶體對產業的影響
目錄

China has been solidifying its semiconductor industry policy objectives through the release of the "National IC Industry Development Guidelines" in June 2014 and "Made in China 2025" in June 2015, with one key financial support program being the National IC Industry Investment Fund (Big Fund), which will be used to help finance production capacity in advanced process technologies, while also giving China IC vendors the opportunity to acquire global vendors. This report analyzes how the Big Fund can affect the China and global semiconductor industry moving forward.

Table of Contents

China's IC industry - problems, policies, and goals

  • Current status of China's IC Industry
    • Chart 1: China's IC output value, and IC design share, 2010-2015 (US$b)
    • Problem 1: China IC market has a low local content rate
    • Problem 2: Process technologies of foundries fall behind that of competitors
    • Chart 2: Greater China 12-inch foundry technology roadmaps, 1H14-1H17
    • Problem 3: Low rate of industry clustering
    • Chart 3: China's IC industry output value by region, 2010-2014 (CNYb)
    • Chart 4: Distribution of China foundry production lines by region
    • Problem 4: China's IC design industry is weak in terms of design capabilities
  • China's IC industry - government support, policies, and goals
    • National IC industry development guidelines
    • Chart 5: National semiconductor industry development guidelines, policy-based goals and support
    • Made in China 2025
    • Chart 6: "Made in China 2025," policy-based goals and support for China's semiconductor industry

Big Fund investment goals and methods

  • Investment status and goals for the Big Fund
    • Big Fund investment status
    • Chart 7: Investment status of Big Fund and other investment institutions
    • Analysis of Big Fund investment targets
    • Chart 8: Analysis of Big Fund investment targets
  • Big Fund investment models
    • Direct equity investments
    • Licensing and collaboration
    • Mergers and acquisitions
    • Establishment of guidance funds
    • Chart 9: Semiconductor industry investment fund model
  • Models used by Big Fund for investing in semiconductor industrial parks
    • Chart 10: Big Fund model for investing in semiconductor industrial parks

Big Fund merger & acquisition analysis

  • Areas of the semiconductor industry support in the 13th Five-Year Plan
    • Chart 11: Sectors of the IC industry that the China government might support during the 13th Five-Year Plan
  • Merger & acquisition case studies
    • STATS ChipPAC
    • Chart 12: STATS ChipPAC financials, 2010-2014 (US$m)
    • Chart 13: Market share of world's top-five packaging and testing firms, 2010-2014
    • Chart 14: STATS ChipPAC stock price, January 2010-July 2015 (SGD)
    • OmniVision
    • Chart 15: OmniVision financials, 2010-2014 (US$m)
    • Chart 16: Market share for world's leading CMOS image sensor vendors, 2010-2014
    • Chart 17: OmniVision stock price, January 2010-July 2015 (US$)
    • Micron
    • Chart 18: Micron financials, Fiscal Year 2010-2014 (US$m)
    • Chart 19: Market share of leading global DRAM and NAND vendors, 2012-2014
    • Chart 20: Micron stock price, January 2010-July 2015 (US$)
    • ISSI
    • Chart 21: ISSI financials, Fiscal Year, 2010-2014 (US$m)
    • Chart 22: ISSI main product lines and primary customers
    • Chart 23: ISSI stock price, January 2010-July 2015 (US$)

Potential future Big Fund acquisition targets

  • Chart 24: Big Fund's criteria for selecting potential future acquisition targets
  • Chart 25: Possible Big Fund future acquisitions

Big Fund impact on China's semiconductor industry

  • Big Fund impact on China's IC design industry
    • Chart 26: Big Fund's impact on China's IC design industry
  • Big Fund impact on China's foundry industry
    • The Big Fund's impact on foundry and packaging and testing industries
    • Chart 27: Big Fund impact on China's foundry industry
    • Big Fund's impact on the memory industry
    • Chart 28: Big Fund impact on memory industry

Full report [subscription required]

Back to Top