Lin Jianhong accepted an interview with Lu Media's "Shanghai Securities News" and said that he can explore the reasons for the good performance of semiconductor companies in the first half of the year from two directions. He noted that the number and amount of semiconductors purchased in the United States have the most significant increase in annual growth rate in various regions. Lin Jianhong said that the United States has not always been a place for the assembly of consumer products, and it is estimated that this change is greatly affected by the development of artificial intelligence (AI) technology.
Lin Jianhong further pointed out that "in semiconductor semiconductor products, the price of memory products rose most significantly, and the average unit price of diodes also increased." In Lin Jianhong's view, the unit price increase of semiconductor products should also be considered as one of the factors.
In addition, he said that in the past, the semiconductor industry had the characteristics of a booming economy. Demand in the second half of the year was strong. In the case of expected supply and demand shortages leading to price increases and shortages, the possibility of early stocking in the first half of the year also exists. Looking at the production and sales of sexual products (including mobile phones), the first half of this year did show a "low season is not light" situation.
Regarding the development expectations of Chinese semiconductor companies, Lin Jianhong believes that China's packaging and testing plants have more international orders, which are more likely to lead to the convergence of corporate revenues and international standards. In addition, at the Chinese foundry, the unit price of wafers has increased. Rising, so revenue has the opportunity to show growth, but because advanced processes are still weak, growth is more limited.
For the future development trend, Lin Jianhong said that artificial intelligence technology and Internet of Things (IOT) technology will find new sales opportunities for the semiconductor industry from the high-end products and low-end products.
Lin Jianhong said: "However, new technologies still need to work with the semiconductor ecosystem, otherwise it will be difficult to really contribute revenue."
"Artificial intelligence is still in a highly evolved stage. How to maintain the flexibility of system and software expansion and maintain the parity so that system vendors can easily promote it will be the focus of product design." Faced with the challenges brought by new technologies, Lin Jianhong believes that In the context of artificial intelligence technology, the design side of semiconductor products requires experts from different fields to participate.
In terms of the development of Internet of Things technology, Lin Jianhong estimates that a small amount of diversity and how to achieve high data security protection in a small wafer area, how to effectively reduce the cost of product development, technology and software, how the system ecology can achieve acceptable commonality Standardization and other issues are the areas where the semiconductor supply chain should cooperate and overcome.