China red threat to grow, supply chain of IC design industry, said the whole and strengthen ourselves, is one of the response strategies, just lack of senior management personnel, will be the current and the development trend and probably the biggest problem facing Taiwan.
Chinese government strongly support the semiconductor industry, in recent years, the Chinese mainland enterprises to dig Angle with m&a strategy, to accelerate the development of semiconductor industry.
South Asia division general manager Gao Qiquan recently retired, and violet light group will join the China mainland, is responsible for the semiconductor storage business, for the domestic dynamic random access memory (DRAM), even the semiconductor industry shock under the cast.
Industry is concerned, Gao Qiquan if job-hopping purple light group, negotiate cooperation with meguiar's many years of experience in his past, help to facilitate the violet light group cooperates with micron, Taiwan DRAM industry will face a crisis of marginalization.
In addition, the subsequent whether to trigger a domino effect, let the Chinese mainland to Taiwan talent magnet effect further, weaken the competitiveness of Taiwan's semiconductor industry, the domestic people from all walks of life again red to mainland China pays great attention to the threat of supply chain.
As is known to all, China actively foster the semiconductor industry, raise, mainly want to replace imports, domestic microcontroller (MCU), general manager of factory holtek guo-dong gao said, IC area wide, panels, mobile phone and computer chips should be related to the mainland China current key development projects.
For mainland China menacing, catch-up, guo-dong gao said, Taiwan semiconductor foundation is very good, some areas leading mainland China 1, 2 years, some areas still leading 3 to 5 years, such as domestic panel driver IC factory xu is not fuel-efficient lamp, high quality products, to establish a high threshold.
Guo-dong gao said, China should establish the local supply chain needs time, Taiwan companies cannot sit and so on, of course, to be the same as we used to pursue U.S. manufacturers, further to run.
A driver IC factory general manager also declined to be named panel said the panel driver IC is a high degree of integration, to catch up with Taiwan in mainland China manufacturers, must have at least 2 to 3 years.
He said, it is the home panel driver IC factory also is in the red in the supply chain, what to play a role, the bar mat high plant operating priorities should be.
Consolidation, strengthen ourselves, is a good way to manufacturers to meet the challenges of the future, a general manager of liao said, Taiwan IC design factory is not able to save both mentality, because this is cannot run away from the competition; Mediatek whole and positive, is right direction.
Only Taiwan IC design factory is given priority to with engineer, liao said general manager, lack of senior management personnel, is the current and the development trend and probably the biggest problem facing Taiwan, the government should provide vendor related advisory assistance.
Key words: VB , vbsemi, webby semiconductors