In-depth observation: Japanese semiconductors affect the global semiconductor industry

The chain-breaking effect highlights the importance of Japanese businessmen. Following Taiwan and South Korea’s emergence in the semiconductor market, the Chinese mainland’s latecomers have begun to rise, affecting Japanese companies’ position in the global semiconductor industry. However, 311 has emerged as an indisputable fact to master key technologies. The Japanese business is still the leader of the industry and its status cannot be replaced.

Before the 1980s, Japan had always played an important role in the global semiconductor industry. However, with the continued rise of Taiwan and South Korea, the status of the Japanese semiconductor industry has gradually been challenged in recent years. The major earthquake in Japan on March 11, 2011 shattered many semiconductor plants located in northeastern Japan, causing the global ICT industry to fall into months of broken chain crisis. At this time, the market discovered that although the glory of the Japanese semiconductor industry is not as good as before, its importance has still profoundly affected the global technology industry.

From the company's revenue analysis, iSuppli survey agency report shows that in 2010 global semiconductor revenue rankings, Japanese manufacturers Toshiba, Renesas and Elpida top 10, respectively, to 13.08 billion US dollars, 11.84 billion US dollars and 6.67 billion The US dollar is ranked 3rd, 5th, and 10th.

Nippon Semiconductor has touched the impact of the global ICT industry from the 311 earthquake in Japan on the global electronics technology industry, and can know how far the Japanese semiconductor industry has impacted global technology. According to the report of the Ministry of Economy, Trade and Industry of Japan, the earthquake caused Japan's semi-conductors to suspend production in components and basic materials to a certain extent, including large factories such as Sony, Fujitsu, Toshiba, Renesas Electronics and Shin-Etsu Chemical. On the production line, Sony announced the closure of six factories at a time, all of which have had a huge impact on the global industry. The statistical production and services, including the production stoppage, affect the total amount of about 40 trillion yen.

The shutdown of many factories has had a great impact on the global electronic technology market in the past six months. For example, Japan Renesas Electronics stopped production for 1.5 months at the semiconductor plant in Ibaraki, and reduced the global automobile output value by approximately 6.5 trillion yen. The Shirakawa plant of the Shin-Etsu Chemical Industry subsidiary was discontinued. In 1.5 months, about 1.5 trillion yen in semiconductor-related production output was reduced. "Because Japan is the main supplier of ICT upstream materials and key components, the supply chain gap caused by the 311 earthquake will have such a big impact on the world." Takurai Industry Research Institute analyzed that the global ICT industry includes smart types. High-power density inverter (HDI, High-Density Inverter) panels, panel industry, solar energy, foundry and NB battery cells, and automotive semiconductors all rely heavily on the supply of the Japanese semiconductor industry.

Yang Shengfan, deputy director of the Takurai Industrial Research Institute, pointed out that the Japanese earthquake caused global high-end semiconductor manufacturing process, the main supplier of wafers, Shin-Etsu Semiconductor, to suspend production, resulting in the supply of silicon wafers being tight; the shutdown of the Sony battery plant caused the battery out of stock. , impact the NB industry. As for Sharp, Hitachi, and NEC, the panel production line in the northeast region was suspended, which also affected the panel industry. U.S. investigation agency IHSiSuppl pointed out that the earthquake has hit as many as 14 semiconductor manufacturers and four silicon wafer fabs in Japan.

After half a year, Japan gradually came back from the earthquake. The Japanese semiconductor industry is also quietly recovering. According to the data provided by the Semiconductor Industry Association (SIA) quoted by the World Semiconductor Trade Statistics Organization (WSTS), the Japanese semiconductor market in 2011 The three-month average of sales in July was 3.47 billion U.S. dollars, which was 4.9% higher than that in June. This compares with the decline in other regions, indicating that the Japanese semiconductor market has shown signs of recovery.

Japan's semiconductor industry has a high percentage of raw materials and components in the global market. Takubo Industry Research Institute pointed out that the market share of TAC film and soft board rolled copper foil is as high as 90% or more. Glass substrates also have a 80% market share. The mobile device's battery core, the market accounted for up to 50%, far higher than South Korea's 24% and 11% of the mainland, and printed circuit board (PCB) electrolytic copper foil, the market share is also the world's first, up to 38% of the More than that, the second highest number is in Taiwan, which is 34%.

After further observing the status of Japanese semiconductor manufacturers in the world, they still occupy the leading position. DIGITIMESResearch analyzed that the top three wafer suppliers in Japan are Toshiba, Renesas, and Elpida. Among them, Toshiba ranked third in the global semiconductor rankings from 2009 to 2010, second only to Intel and Samsung Electronics. Renesas and Elpida ranked globally in the semiconductor industry. 5th and 10th places. This shows that the status of Japanese semiconductor manufacturers in the global semiconductor industry can not be underestimated.

Toshiba, Renesas, and Elpida have analyzed the top three semiconductor manufacturers in Japan and found that they are highly competitive in various fields. For example, Toshiba’s development in the field of hard disks and NAND has always been Ahead of competitors. Toshiba noted that since 2004, the company has pioneered the development of hard disk products using "perpendicular magnetic recording technology" (PMR), and has continued to invest resources in the research and development of hard disks, solid-state hard disks, and NAND flash memory. In 2010, Toshiba was ranked second only to Samsung as the world's second-largest NAND Flash maker. Today, the global market share is as high as 35%.

Compared to Toshiba's strong position in the hard disk and NAND field, Elpida has a very good development in storage memory (DRAM). In 2010, the company was the third largest DRAM in the world after Samsung and Hynix. manufacturer. However, with the continued decline of the global DRAM industry, Elpida's operations are also facing difficulties due to continued price collapses. Renesas Electronics, which is a merger of NEC and Renesas Technology, is not only the third-largest supplier of mobile phone application processors in the world, but also the world's largest microcontroller supplier. However, affected by the earthquake, Renesas Electronics' financial report released in August 2011 showed that the company may lose as much as 40 billion yen in 2011.

In recent years, Toshiba and Elpida have continued to strengthen their DRAM technology and production capacity in the face of South Korea’s enemies. Given that Samsung will soon launch 25nm DRAM, Toshiba will increase its DRAM production capacity to more than 75%, expecting to sprint the market through production. In May 2011, the successful development of 25nm DRAM Elpida, It is fully committed to the development of technology and expects to develop the lower cost 25nm DRAM to maintain its competitiveness in the future DRAM industry.

Sony has added Sony and Panasonic semiconductors for video sensor production. They are the fourth and fifth largest wafer manufacturers in Japan. Currently, the two companies rank 14th and 15th respectively in the global semiconductor market in 2010. Among them, Sony has frustrated the semiconductor market. In 2008, it sold its wafer fab in Nagasaki Prefecture to Toshiba, and it bought the semiconductor factory from Toshiba at the end of 2010. It is understood that Sony, a 12-inch wafer fab, mainly manufactures image sensing devices. Recently, Sony’s revenue has doubled in the use of sensing devices in digital cameras and mobile phones. This has prompted the company to plan to double its image sensing devices. Production.

Rosin Semiconductor has related solutions in energy saving and environmental protection systems, LED lighting, IP network cameras, home appliances, automotive semiconductors, digital televisions, and mobile phones. But in the face of fierce competition, Rosonics Semiconductor has frozen its investment in manufacturing processes and focused its business on IC design. In addition, the development of Rosin Semiconductors in smart TV IC chips has also received much attention. At present, the company has collaborated with ARM to develop UniFiier MN2WS0220 system-on-chips equipped with an ARM CPU, which is mainly used in networked television devices. Yoshifumi Okamoto, director of LSI for LSI Systems, pointed out that through cooperation with ARM, the company will be able to launch an integrated platform.

All in all, the global semiconductor industry has been surging for the past 30 years, and the competition among Asian countries has changed from Japan’s dominance decades ago to the fierce competition of Japan, South Korea and Taiwan. In the face of the continuous rise of the mainland in the future, Asia Countries in the semiconductor industry may experience more different chemical changes. However, despite the sharp decline in market share, the Japanese semiconductor industry, which holds key technologies and materials, still has a place in today’s technology world.

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