In the interview, experts in the semiconductor industry, Mo Dakang, said that he had a worries about the local semiconductor packaging and testing industry.
From the perspective of investment, the new project of Jiangsu Province is not high. However, "it is necessary to consider that this is the latter part of the semiconductor industry." In this part, because the semiconductor manufacturing industry does not require higher critical equipment, many people always think that the packaging and testing industry has no technical content.
“This is a very biased view.†He said that from the perspective of products, the three possible trends in the future are deep integration, continued advancement towards advanced processes, and packaging technologies. He believes that after Moore's Law encounters a bottleneck, packaging technology will become a viable means of saving it.
In China's semiconductor industry, the largest cash flow generation is currently the packaging and testing industry. It was as high as 60% in the early days, but it is now down, but the total ratio is still high. He is worried that due to the above prejudice, the country's transfer of the global semiconductor industry to China in the relevant policies of the packaging and testing industry is too inclusive.
"Almost all the giants of the test and test are in China, and basically only two private enterprises, Changjiang Electronics Technology and Nantong Fujitsu, are competing." He said that in the domestic output value of 60 billion yuan, overseas enterprises account for about More than 90.
Editor: China Lighting Network - Wheat
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