Last week, the two cities as a whole callback, and by contrast, the concept of localization of the chip has seen a 1.65% increase in the entire week, it has become one of the few bright spots in the recent disk. In recent years, the growth of the domestic chip area is obvious to all. With the help of rapid industrial development, favorable policies, and technological progress, the domestic chip industry has enjoyed rapid growth and the industry has maintained rapid growth. Analysts pointed out that the future star of A-share technology will be born in the domestic chip field rather than the Internet sector that the industry expects. It can be said that due to the influence of the transfer of the chip industry to Asia and the support of the state, the overall rise of the industry is inevitable.
Rapid growth in the industry
The localization concept of the chips that had undergone a callback has once again been substantially strengthened last week. Under the backdrop of the overall correction of the two cities, the strong converse of the concept of domestic chips has become one of the few “watchpoints†on the disk last week.
Overall, at present, China's chip industry, on the one hand, has a comparative advantage in the manufacturing process has been a relatively good development trend; the other hand, the domestic chip industry is still in the early stages of development, the key areas of chip self-sufficiency rate is still low. Analysts said that emerging industries represented by the chip industry are of epoch-making significance. It is not only a vane of China’s and world’s economic transformation and development, but also an opportunity for the rise of emerging industries. With the continued development of China's chip industry and the introduction of favorable policies, this area has begun to receive attention from the capital market.
The data shows that there are currently more than 20 integrated circuit design companies that have been listed, and there are 70 A-share listed companies in the semiconductor and component industries. Many listed companies use the A-share market to implement overseas mergers and acquisitions. The share of institutional investors in semiconductor companies has exceeded 35%, and some are even higher. According to the disclosure of the three quarterly reports, there are four major organizations such as social security funds, insurance funds, brokers, and QFII in the list of the top ten tradable shares of 18 chip concept stocks. Among them, 6 stocks such as Changjiang Electronics, Shilan Micro, Neusoft Carrier, NST, Jingfang Technology, and Tongfu Microelectronics are all new or increased holdings of the aforementioned institutions in the third quarter of this year.
Cinda Securities pointed out that the integrated circuit industry is the core of the information industry and is related to China's information security. At the same time, IC is also an industry with very high capital barriers and technical barriers. China's integrated circuit market started relatively late, and there is a big gap between Intel, Samsung, and Qualcomm, which are large international similar companies. Therefore, in recent years, China has continuously introduced relevant policies and provided funds to promote the development of the integrated circuit industry, and has achieved certain results. In 2016, sales of integrated circuit design, manufacturing, and packaging and testing in China reached 1,644.30, 1126.90, and 1,564.30 billion yuan, respectively.
In addition, the current chip localization policy support is also constantly overweight. According to the “Made in China 2025,†China’s chip self-sufficiency rate will reach 40% by 2020 and 50% by 2025. Based on the current 7% self-production rate, the compound annual growth rate will exceed 20%. In the next 10 years, China will be the fastest growing region in the global semiconductor industry, and it will also be expected to become the global leader in the semiconductor industry led by chip manufacturing. It is expected that the “big blue ocean†market will form a trillion yuan in the industry chain. By around 2030, with global IC manufacturers setting up factories in China, China will become a global semiconductor production and application center.
The concept outlook is still optimistic
In recent years, the progress of domestic chip technology and the speed of industrial growth are obvious to all. With the help of rapid industrial development, favorable policies, and technological progress, the domestic chip industry has grown rapidly. Against this background, institutions have also been optimistic about the concept outlook.
Eastern Fortune Securities pointed out that with the gradual application and development of various intelligent terminals such as the Internet of Things, virtual reality and augmented reality, smart driving, and drones, the relative inefficiencies of traditional GPUs and CPUs have been unable to adapt to the market for higher performance processors. The demand for AI chips with high computing speed can well solve the problem that the speed of operation has led to the development of artificial intelligence. In recent years, a series of policies have been formulated at the national level to encourage the localization of chips. Second, the huge market demand and cost advantages in China have also accelerated the transfer of the semiconductor industry to China. Especially in the AI ​​chip field, domestic companies have taken the lead in global development. Domestically produced chips are expected to achieve step-wise development.
Southwest Securities also pointed out the inevitability of the rise of domestic chips. The agency stated that according to Porter’s National Competitive Advantage Theory, from the factor conditions, the current labor cost in China is still relatively low; in terms of demand conditions, China’s consumer market has a larger space. Judging from the industrial ecological group, there are already three IC industry clusters in the Yangtze River Delta, Bohai Rim and Pearl River Delta. Judging from the corporate strategy, the chip industry is also an industry that the policy attaches great importance to and supports. Therefore, on the one hand, domestic manufacturers will be able to upgrade their core technologies through overseas acquisitions on the one hand; on the other hand, they can rely on China's favorable conditions to accelerate integration and expand the status of the industry chain. In the current situation where the Internet of Things technology continues to land, and the application of smart hardware chips such as wearable devices, VR helmets/eyeglasses, and drones continues to expand, the domestic chip industry has great potential for development.
Analysts said that the future star of A-share technology will be born in the domestic chip field rather than the Internet sector that the industry expects. It can be said that due to the influence of the transfer of the chip industry to Asia and the support of the state, the overall rise of the industry is inevitable. Based on the analysis of the industry chain, it is proposed to focus on sub-sectors with clearer industry structure in the sub-sectors, higher certainty of benefit logic, and related leading listed companies.
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