Experts say China's semiconductor industry may be difficult to reproduce double-digit growth

An expert said that the era of China's semiconductor industry's past double-digit growth is difficult to reproduce. There are three reasons for this. First of all, this depends on the overall market of the world's semiconductors.

The expert takes Apple as an example. Although it has produced great innovations, whether it is Iphone or Ipad, it still belongs to the category of mobile phones and computers. "Apple" is still fruit, and there is nothing new." "This is just a trade-in, not to fill the gap, so the semiconductor market is not much incremental, space is small, still maintain the existing market level."

The second reason is the progress of the semiconductor process. "The current technical level is still maintained at 20 nanometers, and it will not be able to go out before going forward." For this, it is not technology, but the problem between economic investment returns and market demand.

Third, in the past, the semiconductor industry in China was a process from scratch, starting from the low-end, from the quantity to the present. Nowadays, relying solely on quantity can't be done, and we must rely on innovation. “With the people walking, we can only accept orders, and the output can't be doubled.” The person believes that the semiconductor industry will only have some new ideas when it comes to innovation and integration. development of.

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