Hope to lead the industry to create another peak. The Iek of the Institute of Engineering and Research Institute predicts that, driven by the trend of intelligent object-linked, Taiwan's semiconductor industry has eight major development opportunities in the future, including: Artificial Intelligence, 5G Wireless communications, Internet of Things, industrial 4.0╱ intelligent machinery, vehicle networking/self-driving, amplification/virtual Reality (AR╱VR), High-performance Computing (HPC), software and Network services. It is expected that the future of smart-object applications will be multiple, perhaps only 90 nm, even micro-nano-scale, can expand new applications.
Under the trend of reducing the cost threshold, it is expected to stimulate the rise of small IC design companies, to win the Innovation Application service, and to diversify the IC design industry. In addition, in recent years the global semiconductor industry has been the trend of mergers and acquisitions, many manufacturers through the whole and maintain growth, and layout of future development. MediaTek, for example, launched four mergers and acquisitions in 2015 to strengthen technology in memory, such as silicon wisdom and image processing.
Mergers and acquisitions have helped to enhance the competitiveness of Taiwan's semiconductor industry, according to the Research institute IC Insights survey showed that the semiconductor industry in 2015 to 2016 the scale of hundreds of billions of dollars. The International Semiconductor Industry Association (SEMI) announced that North American semiconductor equipment manufacturers shipped 2.42 billion U.S. dollars in March 2018, a tiny increase from February, a record high of more than 17 years ago.
2018 in the memory and wafer foundry investment continued to drive, for the semiconductor equipment market growth endurance road to maintain an optimistic attitude. Looking forward to the 2018 Taiwan IC design industry, since the first half of the 2018, MediaTek has opened mobile phone AP new (P60/P65 ...), plus ssd/netcom product/design services, such as the continued rise in demand, coupled with the Sino-US trade war, has been the land brand manufacturers have been looking for the U.S.
Will benefit to Taiwan's IC design industry, the forecast will be in the 2nd quarter after the monthly, the market began to slowly pull, the gradual amplification IC design output value, the Taiwan IC design industry in 2018 output value is NT $645.5 billion, 2017 year growth 4.6%. Looking forward to the 2018 annual Taiwan IC manufacturing industry, from high-speed computing, things networking, automotive electronics and other rapid growth, of which the high-speed operation covers the mining machine, artificial intelligence, GPU and other chips for the advanced process demand has been boosted, the expected wafer foundry industrial output growth of 1.7%, to 1.227 trillion yuan. Memory aspect, benefiting from artificial intelligence, Internet of things, smart cars, high-speed computing applications such as expansion, DRAM become an indispensable 0 components, strong demand, and NAND flash due to downstream intelligent mobile phones, PC and server customer demand is significant, but also led to higher prices and output, estimated memory and other manufacturing related products production The value will grow 25.2%, up to 203 billion yuan.
Integrated wafer foundry and memory and other manufacturing growth kinetic energy, estimated Taiwan IC manufacturing industry for 1.43 trillion yuan, growth of 4.5%. Looking forward to 2018 Taiwan IC Seal Survey Industry, since the second half of 2017, the global economic uncertainty has increased, the impact of electronic terminal product sales are not flourishing, by the Chinese mainland to seal the large manufacturers after the whole, the advanced sealing energy increase, accompanied by a single strategy under the impact of Low-cost, the expected annual output value of 474.5 billion yuan, the year minus 0.5%.
Comprehensive data, estimated 2018 Taiwan IC industry output value of up to 2.55 trillion yuan, an annual increase of 3.6%. Mainland China has become the world's largest electronics system product assembly base, 2017 mainland semiconductor accounted for the global market share increased to 30%;
The global market share of IC design industry is up to 10%.
At present, Taiwan's technology and market share in the lead, still has competitive edge, but the mainland in the policy support, capital-intensive advantages, has been catching up, gradually with Taiwan to form a competitive situation. In particular, the semiconductor has entered 5 NM Competition Bureau, in addition to the continuous pursuit of the process of miniaturization, but also to a high degree of heterogeneous integration chip development.
The future of new materials competition has been launched, such as: the need for quantum computing superconductors, nano-carbon materials, etc., will break through the current limit of silicon materials. Taiwan already has the basic advantage of technology silicon Island, and Asia is the most important market in the future, Taiwan is located in the key position, should leverage the advantages of both semiconductors, to create a people-oriented demand, the development of cultural heritage of the scientific and technological application of "innovative Ecological Island", in the era of intelligent Aiot
Science and technology will be more close to the people's life style and consumer demand, in order to promote open industry innovation, as a demonstration field of innovation, so that people gathered, industry clustering, capital multiple, and constantly innovate the environment.
(The author is the Center of Industrial Research Institute 60 anniversary of IC Invention | Eight areas of Taiwan to write new pages