摘要
就在中国半导体产业链基本完成时,美国和日本投资银行却调低了半导体产业的投资评级。甚至有分析机构预言:中国IC设计公司5年内会有95%消亡。行业景气的周期波动,IC设计固有高风险,使刚刚上路的中国IC设计遭遇了倒春寒。
Although the chip market in China is estimated to reach 300 billion yuan (US$36.2 billion) in 2010, but the domestic IC supply chain is still facing several challenges. The nation needs at least six or seven foundry firms with a capacity large enough to satisfy the requirements of rapid growth in the fabless IC design sector. IC design companies will continue with low-end products and keep close eyes on markets like HDTV, ADSL ,mobile-phone chips and A/V digital processors. There is a great space for the said markets to be explored in China. Statistic show that China is estimated to have 600IC design companies, many of which are just small-sized with high potentiality, but short of cash. In many cases, the startups won't go much further. At the same time, some analysts believe that the global IC design industry needs to slim down. Gartner Dataquest (a research company) predicted that about 40 percent of the corresponding companies in the US may disappear in 10 years.
出处
《中国科技财富》
2004年第11期44-48,共5页
China Science and Technology Fortune Magazine