Hot spot: integrated mobile end of the domestic or continuous breakthrough
According to China Semiconductor Industry Association statistics, the first half of 2014 China's IC industry sales of 133.86 billion yuan, an increase of 15.8%. Among them, the design industry continues to maintain rapid growth, sales of 42.82 billion yuan, up 29.1%; manufacturing sales of 32.62 billion yuan, up 6.8%; packaging and testing industry sales of 58.42 billion yuan, an increase of 12.6%. Rapid growth in the industry at the same time, dependence on imports began to decline for the first time the trend. According to customs statistics, in the first half of 2014 imports of 130.29 billion integrated circuits, an increase of 1.6%; imports of 98.81 billion US dollars, down 17.1%.
Strong support in the policy, the mobile-side demand for the outbreak, as the current round of China's rapid rise of the local IC industry, the biggest driving force. Including the Spreadtrum, Huawei Haisi, RDA, Geke microelectronics, including a number of domestic integrated power companies, mobile devices around the outbreak of the trend in the baseband communications chips, image sensors, CPU and other areas to achieve a breakthrough group. Apple iPhone 6 is expected to launch in September, the industry is widely expected to "fingerprint identification + NFC" mobile payment standard will be the iPhone 6 led the mobile end of the market a new round of changes will also bring a wave of hardware updates, Including fingerprint identification chip, packaging, modules, including the whole industry chain is expected to usher in a new round of investment opportunities, related companies, including Datang Telecom 600198, Hublot shares 002104 and so on.