Guo Zhihui also predicted that the global semiconductor industry, supported by the two major kinetic energy of the Internet of Vehicles and Artificial Intelligence (AI), predicts that there will be no dark clouds in the sky by 2020, and the semiconductor industry is still very good.
Guo Zhihui was invited by Ernst & Young Co., Ltd. yesterday to win the award of the winners of the Ernst & Young Entrepreneur Awards, which was held by Ernst & Young Co., Ltd. last year. The industry is facing a shortage of silicon wafers and future development.
Guo Zhihui analyzed that the silicon wafer fab has suffered for eight years, and the price has risen smoothly with the imbalance between supply and demand. The current price recovery has also made the silicon fab have a reasonable profit. He believes that because of Japan’s Shin-Etsu Semiconductor, Japan’s victory Higher major supply companies are still cautious in increasing production, so they are worried about out of stock in the market and actively negotiate a long-term contract, resulting in an imbalance between supply and demand.
He stressed that in general, the existing major supply companies have to increase the production of silicon wafers, and it will take about one year to complete a new plant. The problem of out-of-stocks is that the supply plants cannot grasp the actual demand, so they are conservative in the expansion. attitude.
He said that the mainland is actively developing the semiconductor industry and investing heavily in the construction of new fabs. These new fabs are about to enter mass production, which will make the imbalance between supply and demand more serious, but the major manufacturers still dare not invest large sums of money. The expansion is to worry that if the mainland fab fails to produce as scheduled, the production capacity will not be received, but it will fall into an oversupply situation.
He believes that from the current demand for wafers from major fabs, global silicon wafers are out of stock by 2025. However, if the volume of production of Continental Fabs is stable after 2020, the main supply is expected. The Chamber of Commerce seriously thinks about increasing production capacity. At that time, the shortage of goods will change instantaneously, and the imbalance between supply and demand should be eased.
Guo Zhihui analyzed that AI and the Internet of Vehicles are the two major kinetics that have pushed up the growth of the semiconductor industry. Taking the existing smart cars as an example, he has used about 100 semiconductor components to improve driving and driving safety, and enter the era of unmanned vehicles by 2025. It is estimated that the number of semiconductor components used in each vehicle will increase to 10,000, a 100-fold increase, which is a great growth kinetic energy for the semiconductor industry. In addition, more AI applications in the future will be in the fields of human food and clothing, medical care, etc. Bringing booming business opportunities to the semiconductor industry.