At present, the top 10 packaging and testing plants in the world have shown the top three camps, including ASE and Silicon, Amkor and J-Devices and Manium, Long Technology and STATS ChipPAC, etc. However, if the three camps do not include IDM plants, Taiwan will have a market share of 29%, 15% ahead of the second largest U.S. camp and 10% of the third largest camp in China.
Following the acquisition and merger of domestic and foreign semiconductors since 2015 ~ 2016, in addition to the acquisition of Manium by Amkor in 2017 and the acquisition of Bloomeria by Silicon Grid in 2017, Lizheng also completed the Tera Probe public disclosure in Japan's wafer testing plant in the second quarter of 2017 Acquisition, the share increased to 59%, at the same time Li Cheng also bought Micron Akita plant, on the one hand to strengthen strategic cooperation with Micron, while optimistic about Japan's semiconductor materials and other technologies are still leading the way, the total force into the acquisition of two Japan IC packaging and testing plant, the future will bring about 4 billion yuan contribution to the company's annual consolidated revenue.
In the future, Sun & Moon and Silicon Products will expand their market share and competitive advantage in the world. In addition to the standard of salary of Taiwanese employees as sun and moon will be added in the hope of retaining the excellent sealing and testing personnel, ASE and Silicon Products Simultaneously add the IC packaging and testing capacity in Taiwan, especially aimed at fan-out wafer-level package in high-end IC packaging and testing in order to seize the demand for high-end IC packaging and testing in the emerging field of science and technology; while in mainland China, Cooperation with the Group, looking forward to the future for the vast mainland semiconductor business opportunities derived from the IC packaging and testing opportunities.
Although Japan and Japan can stand the leading position in the global semiconductor IC packaging and testing market, but still can not ignore the threat from the mainland industry, mainly the mainland IC packaging and testing industry with the transfer of the semiconductor industry in Asia, coupled with the National Fund to support the acquisition of foreign countries High-quality assets, it is clear that the semiconductor packaging and testing industry must be the first breakthrough in the localization of semiconductors in mainland China the direction of the mainland in the future by way of mergers and acquisitions to expand epitaxial expansion will gradually reduce the fear of paying attention to the development of their own product competitiveness.
Overall, the semiconductor IC packaging and testing link is the most mature semiconductor industry chain in mainland China, the technology can link with world-class manufacturers link, and now through the silicon into the industry holding company the opportunity to exchange conditions, so purple Group bought silicon goods to invest 30% stake in Suzhou, mainland China, apparently cross-strait packaging and testing industry in the future the situation will be more complicated.
Although for the silicon products, the future can be through the shares of the Group, and have the opportunity to obtain the IC packaging and testing orders, and strengthen and Ziguang Group's Spreadtrum, Rui Dike and other mobile phone and Netcom chip packaging and testing orders have more opportunities for cooperation However, on the other hand, Taiwanese manufacturers also need to beware of the situation in mainland semiconductor manufacturers. Therefore, in a competitive and cooperative relationship, Taiwanese companies maintain their competitive edge and are well-positioned to protect their own key technologies. Is the future of silicon and business strategy after the problem.