Mediatek hailing Taiwan authorities: opening of the mainland China investment Taiwan chip industry restrictions! -Mediatek chip-IT information
Taiwan chip makers need and County business mergers, to cope with fierce international competition.
According to Bloomberg, one of the world's largest chip maker Taiwan mediatek's Chief Financial Officer, Mr Ku said: "Taiwan chip company representatives in the next few months with the Taiwan authorities to meet with leaders, against the current policy on capital from mainland China to Taiwan chip industry investment restrictions. ”
And an 800-pound gorilla
Mr Ku said: "it seems and an 800-pound gorilla, and we need to have strategic flexibility, have the freedom to choose the mergers and acquisitions and joint ventures, whether in cash or equity. Current policy constraints allow us to obtain equal conditions of competition in the industry. ”
With demand slowing, the chip industry faces massive consolidation in recent years. Size of chip industry mergers and acquisitions last year hit a record at $ 113 billion, including Intel anze electronics (Altera) $ 16.7 billion acquisition of data and is designed to meet the needs in the field of the Internet of things. Qualcomm and Samsung also showed a keen interest in the Internet industry, says the future will be in the field of intelligent home power, bulbs, plant equipment can be connected via Internet to terminal equipment.
Headquartered in Taiwan Hsinchu Industrial Park, mediatek is the main rival Qualcomm, the company is providing chips for low-end Smartphone in mainland China. Mr Ku said: "put chips at current policy conditions very unfavourable competitive environment, it is difficult to go and Qualcomm California Irvine chip maker Broadcom (BroadCom) to compete. ”
As the Taiwan Semiconductor Industry Association member company, mediatek will dominate the forthcoming in coming months on the Mainland for Taiwan chip design world capital Forum and dialogue between the authorities and enterprises. Other participating companies include TSMC and ASE.
At present, mainland enterprises may acquire minority stakes in some semiconductor companies, such as chip Foundry Company, or engage in chip packaging and testing company. Purple group has announced the purchase of Taiwan chip packaging and testing companies Powertech technology and the southern Mau technology shares. But the Taiwan authorities have banned investment in mediatek and NOVATEK microelectronics IC design enterprises.
As striker of the national strategy for chips, violet Group launched the Taiwan semiconductor companies buying tide. After the proposed $ 23 billion acquisition by Micron Technology, ziguang Group Chairman Zhao Weiguo said he is interested in investing in Taiwan's largest chip designer mediatek.
In this year's Taipei Electronics Show, first financial journalists on China's Taiwan will open up mainland investment in the semiconductor industry Hon Ming Ye, Deputy Secretary General of the foreign trade association in Taiwan waters, but did not get a clear answer. He told reporters: "the violet acquisitions are a very special case. ”
Consensual policy
China mainland market mediatek Internet industry's most important market. Two weeks ago, mediatek has announced and navinfo cooperation, to expand its automobile chips, networking business. In addition, mediatek is about to launch in the second half of the intelligent electrical home appliances products will and China manufacturers, including development of intelligent home appliances, air conditioners, refrigerators and so on.
IDC Asia Pacific Mobile and Internet research, Charles Anderson, Deputy business reporters: "the question now is how they relate to their partners, establish a stronger ecosystem, provides global solutions in the international arena. "Anderson is expected in Taipei Electronics Show ended after a few weeks, will see a series of cross-industry cooperation agreement.
Last month, reporters at the three-day Taipei Electronics Show interviews clearly felt the urgent transformation of the traditional chip manufacturer. Silicon electronics (Sitronix) is a designing chips for smart phones and automotive displays business. The enterprises are looking forward to policy changes. While they hope that with funding from the city, rich, but also hope to establish good customer relationships in the mainland market. Silicon electronics CEO Mao Yingwen said: "We welcome investors from the Mainland, this is no problem. Business is business, this problem? "
Main control chip of Flash drives phison electronics Chairman Pan Jiancheng said: "in any case, final city, will be able to achieve their own manufacturing. Therefore, before they were ready, we had better join them. ”
Packaging and testing industry at present, Taiwan still has about half the world's market share, most of which share belongs to the ASE group and Silicon products the two companies, their total annual sales of $ 10 billion.
Although the Taiwan authorities have identified biological technology and precision machinery as important areas of support, and encourage innovation, enhance the ability to develop policy, but Taiwan chip makers said: "reality and do not see any practical initiatives. ”
HWTrek CEO Wang Renzhong intelligent hardware platform for business reporters: "Taiwan's electronics industry is already very early realized the importance of restructuring, but how do you accept global business head of soft power, combined with their industrial advantages, shortening the throes of transformation, companies in exploration. ”
联发科喊话台湾当局：放开对中国大陆投资台湾芯片业的限制！ - 联发科,芯片 - IT资讯
台湾地区芯片制造商需要和中国大陆企业合作兼并，以应对日益激烈的国际竞争。
据彭博社报道，全球最大的芯片制造商之一的台湾联发科首席财务官顾大为称：“台湾地区芯片公司代表将于未来几个月与台湾当局领导人举行会晤，反对目前政策对于来自中国大陆的资本对台湾芯片设计行业的投资限制。”
和一头重800磅的猩猩较量
顾大为说：“这就好像和一头重800磅的猩猩去较量，我们需要有战略的灵活性，能够自主地去选择并购与合资，无论以现金或者股权的方式。目前的政策束缚让我们无法获得业内同等的竞争条件。”
随着市场需求的放缓，芯片行业近年来面临大规模整合。去年芯片行业并购规模创下了历史纪录1130亿美元规模，包括英特尔对安泽电子(Altera)167亿美元的收购，旨在迎合大数据以及物联网领域的需求。高通和三星也都对物联网行业表现出浓厚兴趣，称未来将在智能家居领域发力，使家里的灯泡、工厂的设备都能通过物联网连接到终端设备。
总部位于台湾新竹工业园区的联发科是高通主要的竞争对手，公司主要是为中国大陆的中低端智能手机提供芯片。顾大为还表示：“目前的政策条件让联发科面临非常不利的竞争环境，很难去和高通以及加州尔湾的芯片制造商博通(BroadCom)去竞争。”
作为台湾半导体行业协会的成员企业，联发科将主导未来数月即将召开的关于大陆对台湾芯片设计领域资本开放的论坛和当局与企业间对话。其它参与企业还包括台积电和日月光。
目前大陆企业可以收购某些半导体公司少数股权，比如制造芯片的代工企业，或从事芯片封装和测试的企业。紫光集团已经宣布收购台湾芯片封装与测试企业力成科技和南茂科技股份。但台湾当局一直禁止投资联发科和联咏科技等芯片设计企业。
作为国家芯片战略的前锋，紫光集团发起了对台湾半导体公司的收购大潮。在提出230亿美元收购美光科技后，紫光集团董事长赵伟国称，他有兴趣投资台湾最大芯片设计商联发科。
在今年的台北电子展上，第一财经记者就中国台湾是否将放开大陆半导体行业的投资提问了台湾地区外贸协会副秘书长叶明水，不过并没有得到明确的答复。他对记者表示：“紫光的收购是一个非常特殊的案例。”
你情我愿只等政策
中国大陆市场是联发科物联网产业布局中最重要的市场。两周前，联发科已经宣布与北京四维图新合作，携手拓展汽车芯片、车联网业务。此外，联发科下半年即将推出的智能家电产品也会和中国大陆厂商合作，包括携手发展智能家电、冷气车、电冰箱等。
IDC亚太区移动与物联网研究副总裁Charles Anderson对第一财经记者表示：“现在的问题是这些企业如何与它们的合作伙伴一起，建立一个更加强大的生态圈，在国际舞台上提供全球化的解决方案。”Anderson预计，在台北电子展结束后的几周，将会看到一系列跨行业的合作协议达成。
上个月，记者在为期三天的台北电子展的采访中明显感受到了传统芯片制造商转型的紧迫。矽创电子(Sitronix)是一家为智能手机及汽车显示器设计芯片的企业。该企业非常期待政策的变革。他们一方面希望利用大陆丰富的资金，另一方面也希望在大陆市场建立良好的客户关系。矽创电子CEO毛颖文就表示：“我们欢迎来自大陆的投资者，这没问题。在商言商，这难道有问题吗?”
主要设计控制闪存驱动器芯片的群联电子董事长潘健成表示：“无论如何，最终大陆一定能够实现自主制造。因此，在他们准备好之前，我们最好加入他们。”
目前在封装测试业，台湾仍然占有全球约一半的市场份额，其中大部分份额属于日月光集团和矽品两家公司，它们的合计年销售额达到100亿美元。
尽管台湾当局已经明确了将把生物技术和精密机械等方面作为重要领域扶持，并提出鼓励企业创新，提升开发能力等方针，但是有台湾芯片制造企业高管表示：“现实中并没有看到有任何实际的举措。”
智能硬件平台HWTrek CEO王仁中对第一财经记者表示：“台湾电子产业虽然已经很早意识到转型的重要性，但是如何接受全球迎面而来的创业软实力，并结合自身的产业优势，缩短转型的阵痛期，企业还在探索中。”