PCB News - Integrated circuits must make breakthroughs upwards

Integrated circuits must make breakthroughs upwards
my country is a latecomer in integrated circuit technology. However, as a latecomer, the compound growth rate of my country's integrated circuit market can reach more than 16%, which is higher than the global average. However, at present, my country's integrated PCB circuit products are generally relatively low-end, and the high-end integrated circuit industry is still in the growth stage, mostly for peripheral devices such as power supply, peripheral drivers, or providing related services such as testing. Most of the companies currently listed on A-shares also fall into this category. At the same time, because the scale of domestic integrated circuit companies is generally small, they are more concentrated on the SME board and the third board, and the time to market is not long.
In 2011, some semiconductor companies listed on the A-share market were operating fairly well. National Technology, which focuses on security chip products, achieved annual operating income of 571,376,200 yuan, with a gross profit margin of 42.63%, and a net profit of 107,714,600 yuan; Silan Micro, a power chip-based product, achieved revenue of 154,598,700 yuan in 2011, of which Integrated circuit products accounted for 45.21%, with a gross profit margin of 29.86%; Orbita, which has made great achievements in the field of special embedded chips for aerospace and aviation, had a total revenue of 178,087.1 million in 2011, with a gross profit margin of 38.77% and a net profit of 32,511,700 yuan.

Because these semiconductor companies are small in scale and have a single product, their growth rate is not fast. Among them, National Technology's revenue in 2011 fell by 18.71% year-on-year, Silan Micro's revenue in 2011 increased by 1.84% year-on-year, and Orbit's 2011 revenue increased by 2.03% year-on-year, both at a relatively low level.
In 2011, the global semiconductor industry's prosperity showed a trend of high and low, which affected the development of these semiconductor companies. In the first quarter of 2011, following the growth trend of 2010, the global semiconductor industry maintained a strong trend, achieving a growth of approximately 8.6%. However, the frequent occurrence of events such as the European debt crisis has increased people's concerns about the global economic outlook, making the equipment and inventories produced by semiconductor manufacturers increase over time, and the impact gradually extends to the entire semiconductor industry. According to the latest statistics from the World Semiconductor Trade Statistics Organization, the growth rate of global semiconductor sales in 2011 was 0.4%. In contrast, the single-digit growth rate of domestic semiconductor companies is also logical.
In 2012, despite the slow recovery of the global economy and the rapid growth of emerging economies, the growth rate has slowed down. However, there are still unstable factors in the macroeconomic situation. The uncertainty and complexity of market trends and business operations have greatly increased. Domestic semiconductors The general situation of the industry will not improve much. To achieve growth, we must also hope to make breakthroughs in product categories.
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The potential of IC companies to be listed is huge
Chinese components, especially those related to integrated circuits, started late, and few of them can go on the market. Therefore, A-share listed companies cannot reflect the overall strength of China's integrated circuit industry. Especially in the field of core processors, most of the relevant Chinese PCB companies are still in the investment period or have just entered the market soon, and it is difficult to meet the requirements for A-share listing. However, the prospects of these companies are very broad. For example, Nufront, which participated in CES this year, has a target shipment of 5 million pieces this year, and Rockchip, which launched its products earlier, has achieved a shipment volume of tens of millions. Relatively speaking, these processors have higher unit prices and better growth.