Singapore, April 18 – According to IDC\'s report "China Semiconductor Forecast and Analysis 2004-2008" (Doc#33226), the country’s semiconductor market has grown from a meager $2 billion during the 90\'s to become the third largest consumer of semiconductors worldwide with revenues exceeding $26 billion in 2004.
IDC亚太区总部新加坡，4月18日——根据IDC的报告《中国半导体市场2004-2008年预测与分析》，在上个世纪90年代还仅仅是20亿美元的中国半导体市场，2004年已经成为了全球第三大的半导体消费市场，市场收入超过了260亿美元。
"China will continue to grow at twice the pace of the entire semiconductor industry over the next five years, hence foreign suppliers must continue to invest and participate in this market to capitalize on the opportunities." says Betty Lin, a research manager at IDC." Suppliers should develop contingency plans and make China part of their global strategy as both a growing opportunity and competitive threat. This is because China is gradually moving into its next stage of maturity as it reaches parity with the other leading nations in the semiconductor market."
IDC的研究经理林蓓黎称：“在未来五年中，中国半导体市场将继续以两倍于整个半导体产业发展的速度高速增长，因此国外供应商应该继续投资和参与中国市场，充分利用中国市场的巨大商机。他们应该制定紧急方案，把中国纳入他们全球战略的一部分，既把中国看作巨大商机，也应视为竞争威胁，因为中国市场正逐渐步入成熟期，并将与其它领先的半导体市场展开竞争。”
Despite a positive direction toward trade reform in China after the country\'s entry into the World Trade Organization (WTO) in 2002, China\'s government policy and agenda continues to have such a strong influence in investments instead of fundamental market dynamics. This assertive position by the government will continue to have a positive and negative influence on the market.The current policy has encouraged over $9.3 billion of capital investments in the semiconductor industry since the year 2000, and another $4.5 billion of investments is expected this year. Given this strong push and commitment, smaller suppliers have gained traction in the global foundry market. Last year the Chinese suppliers grew from 7% in 2003 to represent over 12% of the worldwide dedicated foundry industry, where SMIC alone had over 6% share.
虽然自从2002年加入WTO之后，中国的贸易自由化已经有了很大进展，但是目前中国政府的政策决议仍然对投资有着较大的影响力，投资的情况还并不完全是由市场所决定的。政府的这种监管角色还将继续给市场带来种种正面和负面影响。政府现行的优惠政策从2000年开始已经为半导体行业吸引了超过93亿美元的投资，今年的投资甚至可能将高达45亿美元。中国政府以及国外投资的强大支持，使得较小的供应商在全球晶园代工业市场上获益不浅：去年中国供应商在全球专业晶园代工厂市场上的份额已经从2003年的7%上升到了12%，其中单单是中芯国际（SMIC）一家的份额就超过了6% 。
As the restrictions to foreign investment get removed gradually, the competition will force consolidation of the industry in China, and only the ones with a technology leadership or niche, and a strong management that is focused on customers, execution, and profitability will survive.
随着对外资限制的逐步放松，市场竞争将迫使中国半导体行业进行兼并重组，只有那些掌握领先技术或者独门技艺，掌握科学的管理方法，能够赢得客户、不断钻研业务、并且能保持利润率的公司，才有可能绝处逢生。
资料来源：IDC
