The industry, the mainland's official directive to the local panel leading Beijing-Orient more than 50% drive IC to use the mainland homemade products, but also issued ' good rate is not okay, first use ' instructions, the impact on the original large supply of Beijing-Orient Drive IC of the joint Yong and other Taiwan plant. IDC statistics according to the city, the BoE is not only the mainland panel faucet, the 4th quarter last year is the world's largest panel shipments of the Crown, the single quarter shipments of more than 48 million pieces, the world accounted for more than 24.2%, the annual purchase of the driving IC is quite alarming.
It is reported that in the past, the Beijing-Orient production of the drive IC accounted for a very low, most of the purchase of the Taiwan Department of the chip industry.
Industry analysis, the Beijing-Orient in the global panel and the mainland Science and technology industry has a pivotal position, the mainland's official behest of the Beijing-Orient large number of use of land-driven IC, with indicators of significance, symbolizing the mainland to promote the determination of the semiconductor, this is tantamount to the Taiwan-led system of the In this respect, the joint wing said that the news is not heard.
Lian Yong stressed that the mainland to push the semiconductor localization plan, not only recently started, the company will not have a special response measures, only to continuously improve product quality, can grasp the market and customers. A senior Taiwan Semiconductor said that the mainland planning to develop its own semiconductor industry for a long while, in the past two years, the cross-strait science and technology industry maintained a "competitive and cooperative" delicate relationship, but the recent U.S.-China trade war, the U.S. sanctions on ZTE, Lu Fang that Taiwan's attitude towards the United States, may thus make the mainland on Taiwan's semiconductor procurement attitude
Produce changes.
The top semiconductor industry said that to some extent, the U.S.-China trade war, to strengthen the mainland's determination to develop semiconductors, reflected in the strategy is to demand the Beijing-Orient significantly improve the use of the mainland to drive IC proportion, and to the east, the Land Production panel driver IC ' Good rate is not OK, first use ' instructions.
Sources also revealed that the BoE will be adjusted to 50% using the mainland self-made driver IC, the rest only to the Taiwan-driven IC factory under the single, Taiwan factory shipments will be affected. There are panel driver IC senior executives believe that if the mainland's official request to the Beijing-Orient panel driver IC to more than 50% of the use of mainland manufacturers Wafer is true, the risk is also very large.
Because of the large size panel to use at least 10 drive IC, as long as one of the IC problems, can not operate, so although the driver IC threshold is not high, but the good rate and quality requirements are very strict.