半导体行业的发展趋势 2010 普华永道(13)

中国半导体行业历史及现状

A change of pace for the semiconductor industry?

The ultra-low-cost segment is being driven by the strong demand of first-time buyers in

countries such as China and India. India alone is reporting around 10 million new users

every month. This development is benefiting semiconductor manufacturers which are

strong in the field of single-chip integration. This lowers the costs of manufacturing mobile

phones by more than 30%. The market researchers are assuming that the revenues

generated by single-chip products will achieve growth of more than 70% per annum until

2013.5 Wireless high-speed data transfer is a key factor of success in the market for

smartphones. Semiconductor manufacturers which provide a complete platform with a

high-speed reliable modem are able to benefit in this respect.

Security – optimum protection of data, information and objects

The increasing extent to which our globalised world is networked requires solutions which

take account of the more stringent security requirements – in communications, financial

transactions, the identification of persons and objects as well as the protection of data and

networks. This will have a positive impact on the demand for security controllers, security

memory products and other system solutions. The identification of persons is one of the

most rapidly expanding segments. The transition to electronic identity documents through-

out the world – including passports, ID cards and driving licences – is the key growth

driver in this respect. In the course of the next few years, the strongest growth rates are

expected for electronic ID cards. This is a mandatory document in many countries, and the

transition to an ID card in a chip card format will take place gradually. In Germany, the

implementation process will commence in the year 2010 and all citizens of Germany are

expected to have a chip-based ID card by no later than the year 2020. Secure payment

using contactless cards is a further growth area for contactless security controllers. So-

called micropayment is becoming rapidly established particularly in the major cities of the

emerging economies of Asia.

Into the future with optimism

The semiconductor industry will benefit considerably from the growth potential resulting in

the long term from the need for solutions for the efficient handling of energy, modern

communication technologies and individual high-security solutions in a globalised world.

Infineon will use its core skills in the fields of radio-frequency electronics, system integration,

analogue or analogue-digital circuits as well as power semiconductors in order to participate

in the future growth generated in these three key areas, and also to further expand its

leading position in automotive and in industrial electronics, wireless communications and

with chip cards and security solutions. Infineon has focused its activities on these four

target markets and, for many years, has been one of the market leaders in these particular

fields thanks to its high technological competence and innovative products.

5 Strategy Analytics, December 2008, CAGR 2009-13 Summary

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