However, it is worth mentioning that in May of this year, the raids in Mainland China investigated Samsung, SK Hynix, Micron and other international DRAM makers. The survey mainly involved DRAM prices soaring in recent years and product tying problems reflected in the industry. In the name of the interview, but the market believes that the Chinese mainland is really hoping that at the crucial moment when the memory factory in the Chinese mainland will soon begin mass production, it expects the three major memory manufacturers in the world to give some space to Chinese manufacturers in the patent section, in exchange for negotiations. Chips.
In fact, whether mainland China's memory can be mass-produced and sold at the end of 2018 or early 2019 remains a matter of follow-up. After all, the patents for DRAM and NAND Flash are currently in the hands of international companies, and the cumulative amount is considerable. Extensive patent assets can easily be infringed without being authorized to transfer technology. Moreover, the memory process is advancing rapidly. Without experience, it is difficult to establish a production line and enter the mass production phase; in addition, China Although mainland storage companies try to bring in relevant knowledge to upgrade their technology by hauling in engineers who work for other companies, this practice may cause litigation and other issues.
China Semiconductor Manufacturing Co., Ltd., the leading manufacturer of integrated circuits in China, is expected to remain in the 5th place in global wafer foundry in the first half of 2018, and its market share will increase from 5.4% in 2017 to 5.9%, mainly due to 2018. In the second quarter of 2006, the 28-nanometer product portfolio rebounded to a higher single-digit share, and the increase in orders for product orders such as storage and CIS improved the company's capacity utilization. However, in the second half of 2018, SMIC was faced with the equipment needed for new capacity. Indefinitely in place, the competitive pressure brought by the expansion of the industry, so the company's revenue growth rate and gross margin feared that the risk of a double fall. Before breaking the high-end 28nm technology HKC + mass production process, this year is still SMIC The transition period of coexistence of international technological advancement and performance pressure.
Overall, 5G, Internet of Things, artificial intelligence, industrial robots, smart wearable devices, etc. have brought new growth drivers to the IC manufacturing industry in mainland China. In particular, the Sino-US trade war has accelerated and established the Chinese ZTE event in China. With regard to the determination to develop semiconductors, officials have also realized that the integrated circuit industry is a fundamental, critical, and strategic industry in the national economy. The strength of the integrated circuit industry is an important indicator of whether the country’s overall strength is strong or not. Sharing the dividends of the emerging areas in the future, the development of autonomous integrated circuits has become a top priority for China's mainland. However, in the short term, the development focus of the IC manufacturing industry in mainland China will remain at SMIC and the memory group.