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MCU chip volume and price go up
Source: Sanfang Xinli Microelectronics Release time: 2016-10-31
Recently, the demand for microcontroller (MCU) related chips has greatly increased, and chip orders for Taiwan-based MCU manufacturers should be overwhelmed, which has increased significantly compared with previous years, and has shown a rise in both volume and price. As China is the world's largest chip sales country and the market space is huge, with the rapid development of China's integrated circuit industry, new formats such as cloud computing, the Internet of Things, big data, and VR will continue to generate more chip demand, and China's chip localization process Will further accelerate, chip domestic theme hotspot material heating up again.
Significant increase in MCU chip demand
The popularity of the global IoT application market, coupled with emerging applications such as drones, virtual reality, and smart homes, has greatly increased the demand for microcontroller (MCU) -related chips. Recently, chip orders for Taiwan-based MCU manufacturers have been overwhelmed, which has increased significantly compared to previous years. And there is a situation where both volume and price go up.
Due to the MCU IP platform provided by ARM, MCU suppliers can avoid complicated software development and firmware integration and quickly invest in terminal product technology and innovative application development. Customer acceptance has greatly increased, and MCU suppliers have the opportunity to "sweet rain and dew."
In the past, MCU chips were mostly used in consumer electronics and home appliances. Product technology is mature and customers are highly concentrated. With the advent of the Internet of Things era, emerging 4C products are more inclined to the new design trend of intelligent applications, which makes MCU technology applications more diverse and growth space more Being optimistic, including driving recorders, wearable devices, intelligent monitoring, factory automation, drones and VR devices, all can see the application of MCU technology. MCU suppliers have increased capital expenditures and expanded research and development manpower. Eat this "big cake" in the MCU market. At present, many manufacturers have stated that the MCU product market is expected to grow in 2016, and even MCU shipments may have a chance to double. Under the stimulation of the Internet of Things, "Industry 4.0", and smart home concepts, the global MCU market demand is gradually forming. Vast space for growth.
Chip localization will usher in an explosion
At the end of 2015, Tongfang Guoxin plans to increase 80 billion yuan. It plans to invest 60 billion yuan into the memory chip factory. 3.79 billion yuan plans to acquire 25% equity of Taiwan Licheng as the largest shareholder. 16.2 billion yuan is planned to be invested in the chip industry chain. Downstream company acquisition. As a subsidiary of Ziguang Group, Tongfang Guoxin is an important chip in Ziguang Group's strategy from core to cloud. The fixed increase of Tongfang Guoxin refers directly to the memory chip factory, which blew the "Chongfeng" of the domestic chip replacement, and raised the substitution enthusiasm of the domestic chip industry in one fell swoop, and the wind of mergers and acquisitions in the chip industry also began to erupt.
China is the world's largest seller of memory chips, with huge market space. According to statistics, more than 90% of mainland memory chips are imported. TrendForce shows that in 2015, mainland China purchased DRAM estimated at US $ 12 billion and NAND at US $ 6.67 billion, accounting for 21.6% and 29.1% of global DRAM and NAND supply, respectively. Mobile DRAM has seen a growth rate nearly doubled from 2014, with a market share of 40%. Demand for DRAM and NAND comes from the rapid growth of end products. According to statistics, in the PC field, Lenovo's memory purchase volume is comparable to HP. In the field of mobile equipment, Xiaomi and Huawei have absolute influence on DRAM procurement capabilities.
The country has always put information security at a strategic level. Big data, which is one of the country's most important assets, is basically stored electronically on memory chips. With the rapid development of information technology, information warfare has become an important form of international competition, and localization of chips is the top priority of policy advocacy.
Not only that, the number of Chinese chip patent applications has increased by 23 times in the past 18 years, and China has become the largest country in chip patent applications. With the rapid development of China's integrated circuit industry, new business formats such as cloud computing, the Internet of Things, big data, and VR will continue to generate more chip demand, and the process of China's chip localization will further accelerate. Under the influence of the joint effect, the entire industrial chain The performance of the link is expected to explode.
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