The division of the semiconductor industry into sectors is conducive to specialized companies.
The semiconductor industry began to develop from the IDM mode to the specialized division of labor, and the division of labor mode makes the cost more economical, more resource intensive, and lower the investment threshold for entering the industry. The pattern of division of labor has become a development trend, and its market share has been expanding, and the growth rate is about 20% higher than that of the whole industry. The growth of the Asia Pacific market is remarkable, and it has accounted for more than 50% of the market, and has a significant influence. Each link industry development has its own characteristics, and the design competition barrier is reduced because of the industrial chain segmentation. Manufacturing technology and capital barriers are getting higher and higher. Packaging, testing, and advanced technology become major competitive advantages.
Industry supply and demand to improve, ushered in the boom uplink cycle.
Semiconductor industry size of about 300 billion U. s.dollars, of which the Asia Pacific region (excluding Japan) industry revenue accounted for more than 50% of the world. The semiconductor industry has 4-5 year cycle attributes and has the characteristics of synchronization with the macro-economy. As the global economy picks up, the upward trend in industry demand remains unchanged. North American semiconductor equipment order to delivery ratio (BB) was used to describe the semiconductor industry boom, indicating that the industry began to stabilize.
Experienced 2011-2013 years of digestive capacity stage, excess capacity to digest completely, demand growth brought industry into the boom uplink cycle.