The rise in Chinese demand led to strong performance gains for Japanese semiconductor equipment makers, with sales of Tokyo Electron and Disco reaching record levels in the Chinese market. China’s demand for semiconductor equipment, and engineering machinery, steel production market conditions show two things.
According to media reports, China’s chip equipment demand, partly because the government in the training of the semiconductor industry, the Chinese government support is the Japanese equipment manufacturers in China rose one of the driving force. April to September this year, Tokyo Electronics revenue in China increased by 60% in the year, more than 483 million US dollars, accounting for 20% of revenue in China in March 2008 when only 4%.
Tokyo Electronics’ film deposition and etching equipment revenue rose the most, the two devices are used in the production of large-capacity 3D memory. If the performance continues, the annual revenue is expected to break through last year’s record-breaking fiscal year, 63.6 billion yen.
Disco is a major wafer cutting equipment manufacturers, 2016 fiscal first half revenue growth of more than 10%, to 14 billion yen, the company a quarter of revenues are from the Chinese market. sbl2040ct
Meanwhile, Tokyo Seimitsu’s wafer inspection equipment and other product sales also hit a record 4 billion yen, and now China chip manufacturing equipment market revenue, has replaced the use of automotive manufacturing measurement equipment, as the Chinese market profit The main source. Reported that the three companies total revenue is down, but China’s strong demand to support the profit base.
Benefit from the smart phone market, China’s semiconductor device market size of 10 trillion yen, but China’s local electronics manufacturers rely heavily on imports of semiconductors, in order to increase China’s chip production, the Government will support the semiconductor industry as a priority policy, through subsidies and Other forms of support encouraged the construction of semiconductor plants in China. Japan chip testing equipment manufacturers Advantest (Advantest), to strengthen the marketing operations in China.
In March this year, TSMC and the Nanjing municipal government reached an agreement to build factories, Intel and Samsung Electronics in Dalian and Xi’an have factories, these three manufacturers are Japanese manufacturers of large customers. But the Japanese equipment manufacturers to look at these orders from the three major chip factory is not a permanent downwind, in response to increased demand for the Chinese market investment will one day be over. nup2105l
Mainly because of China’s semiconductor industry will sooner or later self-sufficiency. Reported that the only promising contender is the contract manufacturers, such as Wuhan Xinxin Semiconductor.
Competitive and competitive chipmakers that can design and develop cutting-edge products are no easy feat, the report quoted IHS analysts as saying that even if the Chinese government were to meet the challenge, competition from foreign rivals could lead to oversupply. In short, China vows to become a chip manufacturing base, on behalf of the Japanese semiconductor equipment demand is only temporary.
