Perhaps the mainland headquarters base settled in Shanghai Jinqiao people feel good, Yesterday, the world's semiconductor packaging giant Sun Moonshead, the chairman of Zhang Yansheng first faced the mainland media, there is no taboo.
When a reporter asked him how he saw the mainland semiconductor industry, he said bluntly: “The mainland semiconductor industry made a primary mistake.â€
Mainland has committed "primary mistakes"
This primary error, in his opinion, is a kind of thinking that resembles great joy.
"Thinking that the semiconductor industry is only Intel, the foundation has not been played well." He stressed that do not think that only the wafers are called semiconductors. In contrast, packaging and testing is the basis of the semiconductor manufacturing industry, the global semiconductor continent did not do this If you want to be a cutting-edge company, it will cause several companies to develop badly.
He did not directly criticize specific companies. However, the industry is well aware that he is referring to those foundry companies. In the past few years, China has indeed set off a wave of semiconductor foundry climaxes. From 2005 to 2007, it was promoted by local governments. However, a few years have passed and many of the projects launched have disappeared.
Zhang Shengsheng said that in the past many years, the two basic elements of the mainland semiconductor industry have not been available. "There are no talents and equipment, and land is not a priority."
"The talent in the semiconductor industry is not a migrant worker. The people you use are foreign legions. How can the cost be reduced?" he asked.
This pricks the cost structure of local semiconductor manufacturing industry. For example, a 12-inch semiconductor manufacturing plant, 80% of the cost comes from the equipment, which implies a large number of core technologies. Another about 10% comes from manpower. Land considered by many as a core element is not a core element.
He spends half of his time talking about talent, emphasizing that there is no such factor and the result will be "high investment and low efficiency." He cited as an example, as of now, the operating costs of the Asukatsu-Okuma Plant still exceeds that of Taiwan because of the lack of trained personnel. He revealed that in order to resolve conflicts, the company has sent at least 2,000 mainland employees to Taiwan for training, which implies a large amount of costs.
He also seems to have "did not see" many mainland semiconductor companies. One clear example is that he believes that the mainland's peers and Other companies haven't been acquired.
He explained that there are more than 150 companies in the global market for packaging and testing, most of which are very small. Although the monthly revenue from Sun & Moonlight is more than US$6 billion, the market share is only 7%, and the market is in urgent need of consolidation. When asked whether to consider mergers and acquisitions with mainland counterparts, he said that the opportunities are not great, because their revenue and technical strength are not strong, and acquisitions attach importance to talent, buy a company, if the talent is not, have to restructure, not as good as do it yourself.
"Unless the customer has requested." He said that the integration of Sun Moonlight, Philips and NEC is based on customer requirements.
The moon and moon crisis?
However, Gu Wenjun, senior analyst at iSuppli China, did not agree with Zhang Yusheng's point of view. He said that it is correct to emphasize that it is the largest part of the industry chain and that it is also in the local market. However, the local industry is in the catch-up phase. It should also focus on fostering the entire industry chain, coordinate upstream and downstream, and rely on the market to surpass it. "In fact, the mainland packaging companies have developed rapidly, for example, Changjiang Electronics Technology (600584, stocks) has entered the top ten in the world." He said.
Gu Wenjun believes that Zhang Yusheng's point of view reveals the long-term crisis of the Sun Moonlight: The huge demand from the mainland has become the basis for semiconductor manufacturing and packaging and testing. In the next 10 years, industry giants will surely emerge. By then, the moon and moon will face a huge impact.
This does not seem to be a frank one. Although the moon and the moon is the world’s largest maker of plugging and testing, its focus was always on the outside, especially in Taiwan. Up to now, Taiwan has not loosened the high-end semiconductor packaging and testing industry to the west of the country. The ASE project is mainly a low-end business. Compared with local rivals such as Changjiang Electronics and Tongfu Microelectronics, it does not have obvious advantages.
Zhang Haosheng had always wanted to quickly move toward the mainland but could not. Faced with Taiwan’s policy restrictions, in 2004 he had said to the outside world: “Putting the tiger on this side and becoming a sick cat for a long time... In fact, we should put the most powerful tiger out.†In 2006, he had planned Resold Carlyle Group to 18.4% of the shares held by individuals, and entered the mainland on a curve. However, the Taiwan region has yet to loosen up.
"If it is not a policy restriction, where can Korean and American counterparts get up?" Moonlight insiders told this newspaper.
Zhang Haosheng did not evade this topic. He admits that in the past few years, the Taiwan region pursued the so-called "no haste, use forbearance," resulting in limited space for the development of the industry. It was not until 2008 that the changes in the government's policies had significantly changed.
Yesterday, in addition to the groundbreaking ceremony for the headquarters, Sun Moonlight held a groundbreaking ceremony for the Shanghai Jinqiao Project, which is a project with a planned investment of 24 billion yuan. In the next 8 to 10 years, the company will invest 40 billion yuan in the mainland.
Even so, the 2011 packaging and testing industry wants to reproduce the high growth of 20% to 30% in the past few years, which is almost impossible. Zhang Shengsheng said that this year may be only 5%. Therefore, he expects the industry to get out of the situation and become integrated.
This means that the moon and moon light is likely to be a means of moving capital. In fact, in the past many years, it had completed multiple mergers and acquisitions. Zhang Haosheng himself had also been dubbed the "M&A King" title.
There is no anxiety in Zhang’s face. He does not seem to agree with such views. “Ninety percent of the semiconductor companies in the world are linked to the sun, moon and moon.†He said that investing in the mainland to set up a new factory does not mean that the base in Taiwan should be closed. In fact, Taiwan’s production projects continue to expand. For example, the production capacity of Kaohsiung Plant and Chung Yee Plant will be expanded by three times. In the future, Taiwan’s employees will reach 50,000 to 60,000.
"Of course, in the next 8 to 10 years, the mainland should have more, 100,000 to 200,000 are possible." He added.
When a reporter asked him how he saw the mainland semiconductor industry, he said bluntly: “The mainland semiconductor industry made a primary mistake.â€
Mainland has committed "primary mistakes"
This primary error, in his opinion, is a kind of thinking that resembles great joy.
"Thinking that the semiconductor industry is only Intel, the foundation has not been played well." He stressed that do not think that only the wafers are called semiconductors. In contrast, packaging and testing is the basis of the semiconductor manufacturing industry, the global semiconductor continent did not do this If you want to be a cutting-edge company, it will cause several companies to develop badly.
He did not directly criticize specific companies. However, the industry is well aware that he is referring to those foundry companies. In the past few years, China has indeed set off a wave of semiconductor foundry climaxes. From 2005 to 2007, it was promoted by local governments. However, a few years have passed and many of the projects launched have disappeared.
Zhang Shengsheng said that in the past many years, the two basic elements of the mainland semiconductor industry have not been available. "There are no talents and equipment, and land is not a priority."
"The talent in the semiconductor industry is not a migrant worker. The people you use are foreign legions. How can the cost be reduced?" he asked.
This pricks the cost structure of local semiconductor manufacturing industry. For example, a 12-inch semiconductor manufacturing plant, 80% of the cost comes from the equipment, which implies a large number of core technologies. Another about 10% comes from manpower. Land considered by many as a core element is not a core element.
He spends half of his time talking about talent, emphasizing that there is no such factor and the result will be "high investment and low efficiency." He cited as an example, as of now, the operating costs of the Asukatsu-Okuma Plant still exceeds that of Taiwan because of the lack of trained personnel. He revealed that in order to resolve conflicts, the company has sent at least 2,000 mainland employees to Taiwan for training, which implies a large amount of costs.
He also seems to have "did not see" many mainland semiconductor companies. One clear example is that he believes that the mainland's peers and Other companies haven't been acquired.
He explained that there are more than 150 companies in the global market for packaging and testing, most of which are very small. Although the monthly revenue from Sun & Moonlight is more than US$6 billion, the market share is only 7%, and the market is in urgent need of consolidation. When asked whether to consider mergers and acquisitions with mainland counterparts, he said that the opportunities are not great, because their revenue and technical strength are not strong, and acquisitions attach importance to talent, buy a company, if the talent is not, have to restructure, not as good as do it yourself.
"Unless the customer has requested." He said that the integration of Sun Moonlight, Philips and NEC is based on customer requirements.
The moon and moon crisis?
However, Gu Wenjun, senior analyst at iSuppli China, did not agree with Zhang Yusheng's point of view. He said that it is correct to emphasize that it is the largest part of the industry chain and that it is also in the local market. However, the local industry is in the catch-up phase. It should also focus on fostering the entire industry chain, coordinate upstream and downstream, and rely on the market to surpass it. "In fact, the mainland packaging companies have developed rapidly, for example, Changjiang Electronics Technology (600584, stocks) has entered the top ten in the world." He said.
Gu Wenjun believes that Zhang Yusheng's point of view reveals the long-term crisis of the Sun Moonlight: The huge demand from the mainland has become the basis for semiconductor manufacturing and packaging and testing. In the next 10 years, industry giants will surely emerge. By then, the moon and moon will face a huge impact.
This does not seem to be a frank one. Although the moon and the moon is the world’s largest maker of plugging and testing, its focus was always on the outside, especially in Taiwan. Up to now, Taiwan has not loosened the high-end semiconductor packaging and testing industry to the west of the country. The ASE project is mainly a low-end business. Compared with local rivals such as Changjiang Electronics and Tongfu Microelectronics, it does not have obvious advantages.
Zhang Haosheng had always wanted to quickly move toward the mainland but could not. Faced with Taiwan’s policy restrictions, in 2004 he had said to the outside world: “Putting the tiger on this side and becoming a sick cat for a long time... In fact, we should put the most powerful tiger out.†In 2006, he had planned Resold Carlyle Group to 18.4% of the shares held by individuals, and entered the mainland on a curve. However, the Taiwan region has yet to loosen up.
"If it is not a policy restriction, where can Korean and American counterparts get up?" Moonlight insiders told this newspaper.
Zhang Haosheng did not evade this topic. He admits that in the past few years, the Taiwan region pursued the so-called "no haste, use forbearance," resulting in limited space for the development of the industry. It was not until 2008 that the changes in the government's policies had significantly changed.
Yesterday, in addition to the groundbreaking ceremony for the headquarters, Sun Moonlight held a groundbreaking ceremony for the Shanghai Jinqiao Project, which is a project with a planned investment of 24 billion yuan. In the next 8 to 10 years, the company will invest 40 billion yuan in the mainland.
Even so, the 2011 packaging and testing industry wants to reproduce the high growth of 20% to 30% in the past few years, which is almost impossible. Zhang Shengsheng said that this year may be only 5%. Therefore, he expects the industry to get out of the situation and become integrated.
This means that the moon and moon light is likely to be a means of moving capital. In fact, in the past many years, it had completed multiple mergers and acquisitions. Zhang Haosheng himself had also been dubbed the "M&A King" title.
There is no anxiety in Zhang’s face. He does not seem to agree with such views. “Ninety percent of the semiconductor companies in the world are linked to the sun, moon and moon.†He said that investing in the mainland to set up a new factory does not mean that the base in Taiwan should be closed. In fact, Taiwan’s production projects continue to expand. For example, the production capacity of Kaohsiung Plant and Chung Yee Plant will be expanded by three times. In the future, Taiwan’s employees will reach 50,000 to 60,000.
"Of course, in the next 8 to 10 years, the mainland should have more, 100,000 to 200,000 are possible." He added.
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