China Industrial newspaper reporter Cao Yali
In October 26th, the "Global Forecast for the development of the global science and technology industry in 2018" was held in Shanghai. This high-profile conference attracted more than 500 people Gongxiangshengju, focusing on memory, semiconductor, display, LED, 5G, networking, artificial intelligence, automatic driving and power battery development as a hot topic, to depict a blueprint for the development of science and technology industry trends in 2018, show the rapid development of science and technology of the future ecological view. The conference was previewed by Dr. Liu Jionglang, chairman and chairman of the National Semiconductor Industry Association. Dr. Yan Xiaolang, the vice chairman of China Semiconductor Industry Association and the group leader of the national demonstration microelectronics school, was also invited to participate in his thoughts on the development of global technology industry in 2018.
In the interpretation of the state Advisory senior analyst on memory, panel, sensors and other semiconductor components and intelligent mobile phone, networking, artificial intelligence and other issues of a full range of global industry, production capacity and price trend of semiconductor terminal application made analysis and comprehensive prediction.
The depth of artificial intelligence affects the semiconductor industry
At present, the world's top three smart phone manufacturers and five high-end mobile phone chip providers have provided and applied artificial intelligence acceleration chip and application suite.
The company's consulting topstone Industry Research Institute Research Director Lin Jianhong believes that in 2018 the development of the semiconductor industry, the most important is the influence brought by artificial intelligence. Artificial intelligence is from two different paths to influence the semiconductor industry, is a sales opportunity, include new applications bring new products and new technologies, such as more sensors, mathematical accelerator, storage unit and the communication ability, the implementation of the service, the construction of communication backbone, data center and server synchronization and upgrade. On the other hand, from the perspective of AI introduction or industrial 4, the new production mode is reshaping the definition of effective capacity of semiconductor companies.
From 2018 onwards, the impact of technology on manufacturers will become more and more significant. Semiconductor manufacturers will bring different degrees of pressure and opportunities due to the difference in the mastery of new production mode and technology.
Chinese semiconductor strong rise of priming opportunities
Dramexchange consulting Semiconductor Research Center (DRAMeXchange) of vice president Guo Zuorong pointed out that the global industrial output growth this year memory approaching 20%, lower than the level in recent years, due to the large memory for capital expenditures and turn into conservative process slowed down, in order to profit oriented, since the memory market is still in a tight supply situation. It is expected that next year, the memory industry is still held by the three main memory plants, and the production capacity is not willing to increase substantially in each plant, and the price has the opportunity to maintain the high level of the water level.
The global semiconductor industry is developing rapidly, and China is no exception. As the largest consumer market of semiconductor products in the world, since the promulgation of the outline for the development of the National IC industry, China's semiconductor industry has been developing rapidly. The establishment of the "national big fund" has pushed the development of the IC industry to a climax.
Dramexchange consulting semiconductor industry analyst Guo Gaohang said, after a concentrated force of more than 3 years, the development of the integrated circuit industry Chinese made no small progress, industry chain to build the basic framework, improve the industrial structure, industrial atmosphere is also more strong, the industrial cluster around the memory chip, compound semiconductor, artificial intelligence, networking and other related have landing. In 2018, with a number of new import Chinese Fab production, the regional IC industrial cluster to orbit, thus Chinese semiconductor industry strong rise, will include a number of business opportunities, move CIS drive IC, memory, power semiconductor, MEMS and compound semiconductor chip, at the same time, local equipment and materials manufacturers will synchronous benefit in this wave of development tide.
Five key trends in the development of display industry
After a good year of the third quarter of 2016 and the second quarter of 2017, the supply and demand situation of large size panels began to appear more pronounced in the third quarter of 2017.
Qiu Yubin, research vice president of the WitsView research group, believes that with the volume of the 10.5 generation line of BOE started to grow, the proportion of the global large panel oversupply in 2018 is 8.5%, which is 2.5 percentage points higher than that in 2017.
On OLED television, with the addition of SONY and other brands, it can be said to be a big win in the sale of high-end TV in 2017. Qiu Yubin said that the competitive advantage of OLED TV in 2018 has not changed much. The estimated total shipment volume will increase from 1 million 500 thousand in 2017 to 2 million 400 thousand in 2018, while the OLED will increase steadily from 28% in 2017 to 33% in 2018.
In addition, the popularity of 18:9 full screen also began to enter the peak, Qiu Yubin estimates that the permeability of 18:9 comprehensive screen in the intelligent mobile phone market will rise sharply from 9.6% in 2017 to 36.2% in 2018, in the end, both high-end and even entry-level products, will deeply feel of this full screen surface wave.