Tala Fou Alamanuia: O loʻo feagai le pisinisi semiconductor a Saina i se siʻitia i luga o faʻatasi ma faʻatauga: 31 faʻatasiga tetele ma faʻatauga i le afa lona lua o le tausaga

Ave Jingfeng Mingyuan o se faʻataʻitaʻiga. Na faasilasila e le kamupani ia Oketopa 22 o le a maua ai aia tatau a Sichuan Yi Chong e ala i le tuʻuina atu o sea. Jingfeng Mingyuan ma Sichuan Yi Chong o loʻo taulaʻi uma i le suʻesuʻega ma le atinaʻeina ma le gaosiga o tupe meataalo pulega. O lenei mauaina o le a faʻaleleia atili ai le faʻatauvaʻa o itu e lua i le tulaga o tupe meataalo pulega, aʻo faʻatamaoaigaina a latou laina oloa i le telefoni feʻaveaʻi ma fanua taʻavale, ma iloa le lelei faʻatasi o tagata faʻatau ma filifili sapalai.

I le faaopoopo atu i le fanua chip analog, M & A gaoioiga i le semiconductor fanua fanua ua tosina atu foi le tele o gauai. O lenei tausaga, o le aofaʻi o kamupani semiconductor material e 7 ua faʻalauiloaina faʻatau, lea e 3 o loʻo i luga aʻe o loʻo gaosia mea faʻapipiʻi: Lianwei, TCL Zhonghuan, ma YUYUAN Silicon Industry. O nei kamupani ua fa'aopoopo atili lo latou tulaga tau maketi i le fa'ato'aga o le silicon wafer e ala i le fa'atauina ma fa'aleleia atili le tulaga lelei o oloa ma tulaga fa'atekinisi.

E le gata i lea, e lua kamupani semiconductor meafaitino o loʻo tuʻuina atu mea mataʻutia mo masini gaosiga semiconductor: Zhongjuxin ma Aisen Shares. O nei kamupani e lua ua faʻalauteleina a latou pisinisi ma faʻalauteleina a latou maketi faʻatauvaʻa e ala i le mauaina. O isi kamupani e lua o loʻo tuʻuina atu mea mataʻutia mo le faʻapipiʻiina o le semiconductor ua faʻalauiloaina foʻi faʻatauga, e taulaʻi uma i le Huawei Electronics.

I le faaopoopo atu i le tuufaatasia ma le mauaina i totonu o le pisinisi lava e tasi, e fa kamupani i le falemaʻi, vailaʻau, fefaʻatauaʻiga, ma pisinisi uʻamea taua na latou faʻatinoina foi le mauaina o aseta semiconductor cross-industry. O nei kamupani na ulufale atu i pisinisi semiconductor e ala i le mauaina ina ia ausia ai le faʻalauteleina o pisinisi ma le faʻaleleia o pisinisi. Mo se faʻataʻitaʻiga, na maua e Shuangcheng Pharmaceutical le 100% o le tutusa o Aola Shares e ala i le tuʻuina atu o sea faʻatatau ma ulufale atu i le semiconductor material field; Biochemical maua 46.6667% o le tutusa o le Xinhuilian e ala i tupe faavae ma ulu atu i le semiconductor chip gaosiga fanua.

Ia Mati o le tausaga nei, e lua M&A mea na tutupu a le kamupani taʻutaʻua o le afifiina ma le suʻega a Saina o Changjiang Electronics Technology na tosina atu i ai le tele o tagata. Na faasilasila e Changjiang Electronics Technology o le a mauaina le 80% o le tutusa a Shengdi Semiconductor mo RMB 4.5 piliona. E leʻi umi mulimuli ane, na suia lima o aia tatau faʻatonutonu, ma maua ai e le China Resources Group le pule o le Changjiang Electronics Technology mo le RMB 11.7 piliona. O lenei mea na tupu na fa'ailogaina ai se suiga tele i le fa'atauva'a o le fale gaosi semiconductor ma su'ega a Saina.

I se fa'atusatusaga, e la'ititi lava gaioiga M&A i totonu ole matagaluega fa'atekinolosi, ma na'o le lua M&A fa'alavelave. Faatasi ai ma i latou, GigaDevice ma Yuntian Lifa na mauaina le 70% o le tutusa ma isi aseta faʻatatau a Suzhou Syschip e avea ma tagata faʻatau. O nei gaioiga M&A o le a fesoasoani e faʻaleleia le tulaga faʻatauvaʻa ma tulaga faʻainisinia o pisinisi faʻatekonolosi a loʻu atunuu.

E tusa ai ma lenei galu o le tuufaatasia ma le mauaina, o Yu Yiran, faatonu sili o le CITIC Consulting, fai mai o pisinisi autu a kamupani autu e tele lava ina taulai atu i luga o le alamanuia semiconductor, e feagai ma tauvaga mataʻutia ma faʻasalalau faʻasalalau. E ala i faʻatasi ma faʻatauga, e mafai e nei kamupani ona maua atili tupe, fefaʻasoaaʻi punaoa, faʻapipiʻi atili fesoʻotaʻiga tekonolosi pisinisi, ma faʻalauteleina maketi o loʻo iai aʻo faʻaleleia le faʻailoga.