Shi Feng, general manager of Tongfu Microelectronics: Exploration of the international development of Chinese packaging and testing companies

On April 12, 2018, the 2018 China Semiconductor Market Annual Conference was grandly held in Nanjing. The theme of the summit was 'Core Age, Core Opportunity, and Core Development'. It provided a 'core' idea for the continuous and steady development of China's integrated circuit industry in many aspects. 'Core' power. Tong Fu, general manager of the micro-electricity Shi Lei made a keynote speech at the conference.

The following is a speech record:

Tong Fu Microelectronics General Manager Shi Lei

Good afternoon, everyone. The conference gave me a propositional composition and exploration of the international development of Chinese packaging and testing companies. The first question is why internationalization of ICs is to be discussed? I also thought that this needs to be addressed in the IC industry. Cognition, the Secretary-General said today, 60 years after the invention of integrated circuits, this should be regarded as a global industry. It can also be regarded as the crystallization of human scientific knowledge and civilization. IC has always been a worldwide cluster of industries and is a global industrial ecosystem. In the morning, we also mentioned AI. Human civilization is on the eve of the smart era. Looking ahead, ICs are still one of the cornerstones of the greatest era. So we borrowed from Xi Da, IC will be part of the human destiny community. Just as the Boao Forum was just opened, we must earnestly understand the spirit of adherence to openness by Xida, so this is why the IC is internationalized.

In connection with China's packaging and testing industry, we will say a few words. First, China's global market for packaging and testing accounts for approximately 50 billion US dollars in global production value. I also have a question mark. This figure needs further consideration. China accounts for one third of the industry. The data is higher, but I don’t think it’s realistic. In Southeast Asia, although there are many places that are not as strong as before, such as Japan or South Korea, their body mass is still huge, and China’s one-third is still good. China's packaging and testing industry has grown at a rapid rate, and its growth over the past few years is much higher than that of global growth.

In 2017, the domestic market for packaging and testing was only 16% of the market share. Most of the market is still in Taiwan, especially high-end packaging and testing, and Taiwan is the largest. Taiwanese manufacturers account for 90% of the packaging and testing industry. Look again. In the recent mergers and acquisitions of the packaging and testing industry, Huatian first purchased approximately US$40 million from FCI in the United States, and Changzhou’s 1.78 billion US dollars acquired Starcop. In 2017, Richtech acquired a company in Japan with almost 40% equity, and The U.S. shareholding in Japanese companies. In the past few years, the packaging and testing industry has been surging. We have also participated in the event. We can't just look at other people playing, but when it comes to mergers and acquisitions, it's very obvious, so it can't be too big.

According to our actual situation, we established a joint venture with Japan in 1997. At that time, we called Nantong Fujitsu as a supporting project for the 908 project. In the past 20 years, we have benefited from Fujitsu's joint venture in the first 10 years, taking an introduction. , Digestion and reabsorption path. After ten years of major projects, industrial layout, international mergers and acquisitions. Last year we changed its name to Tongfu Microelectronics, Tongfu Microelectronics has always adhered to the path of internationalization, Fujitsu is the top 10 in the world in our joint venture. The semiconductor companies, but today's top 30 are gone, so at the beginning we were internationally engaged in joint ventures with companies in international cooperation. In these areas, whether in international cooperation, international markets, international talents and all aspects. We and 1997 Contrast with the annual data, sales revenue and profits, assets have made great progress. Especially in recent years, the growth rate of our sales revenue growth rate has been very high. At the same time, our global layout has become increasingly perfect, and we have entered before it. Ten. We have changed from a factory in Nantong to six factories in the past three years. Another is in Malaysia. Strip line.

I have some experience and focus on win-win situation. The open win-win situation just mentioned is not just a slogan. We have been practicing it for so many years. We talked about our cooperating partners before each cooperation, and did not include annual dividends. When registered, the capital was 5.1 million. The U.S. dollar is now 50 times that of 20 years ago. Some companies in Japan at the time were all wholly owned by their domestic sealing and testing plants. At the same time, our cooperation is also the most successful case in the Fujitsu Group.

The Central Party School has done research, wrote an article, called from the joint venture to the core, who knows what will happen in the future. Because it brings us higher prospects, high technology, quality, and perfect corporate governance, including When we were planning, we took Fujitsu's bids for a second, and we still had gold. At the same time, we also fostered an international team. This is our advantage. Many of the figures have turned 50 times and many have exceeded 50 times. We have also cooperated with ADM over the years. What's the relationship between China and the United States? The relationship between us and ADM has been very good from our perspective. ADM has been undergoing a transformation in these two years. After we complete the deal with him, we have completed His company's transformation, he was lightly loaded, focused on his design. Our advanced packaging and testing capabilities accounted for a half of revenue, among the world's top packaging and testing companies.

Looking back at cooperation, I think domestic cooperation and international cooperation complement each other. In August 2014, TSMC’s advanced production at Nanjing's 16-nanometer, we prepared in 2014. This will complement each other. In the process of cooperation, the industry The fund just progressed. This innovative structure and special structure allowed us to achieve great development. This should be said to be an innovation of the national fund. This project also won the eleventh new wealth of China's best overseas. One of the projects, this is not only in the semiconductor field, but in various fields. We are more and more internationalized. The joint venture has won two factories in Fucheng and Suzhou as well as all intellectual property rights. At the same time, we have introduced overseas talents. We passed ten years Efforts, almost 200 pins can be packaged, and through a major special decade of support and effort, almost 1000 can be packaged, we have acquired to 3000, is almost such a concept.

We have a huge overseas market and global customers. We have introduced a large number of overseas talents. After our overseas talents arrive, there is basically no situation that is not suitable. This is a better place. Many overseas talents can Come to us here are all high-end talents from outside companies. We have different cultural backgrounds and work experience. We have come to us and we are in the sea. At the same time, we have come back to help us further and have played an important role.

To make a summary, the point of view: The civilized industry still needs the support of the culture. Many of the technologies, talents, and funds that we mentioned have come back to think of this industry as a civilized industry. Today, they asked me a question, saying how Nanjing has done this industry. Well, I said first to forget Nanjing. First, follow the trend of the world, and then follow the trend of China. Finally, talk about Jiangsu and Nanjing. Let's put the order in order. Internationalization is the only way for China to become a semiconductor power in the world. The world's semiconductor powers do not hesitate to close their doors and it is impossible to do so. We have a deep understanding of Xi. After Sino-U.S. dry up, many people said that it was okay. We have been reforming and opening up for 40 years. We have a family, closed doors. It is also the second largest economy in the world. We hope that China’s leaders will not think so. China’s semiconductors cannot be closed down. First, they must become part of the world’s semiconductors. They must first step up their opening up to the outside world, and at the same time develop autonomous and controllable. Specifically, how to cooperate internationally, we find out who is right and right, find a long-term partner, and then share it. Fujitsu was gone. He was very happy to go. Now it is our second shareholder. It shows that the value is in us, not in Fujitsu. So in the future we still want to cooperate and win together. We also hope to cooperate with you. We must first let our partners see it. To our value, then we can use our own value.

Fujitsu is the end of the era. It is now called Tongfu Microelectronics. The era of the future is an era of intelligence. We hope to participate in this smart era and make the smart era even better. Thank you!

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