According to the statistics of China Semiconductor Industry Association, the sales volume of China's integrated circuit industry was 58 billion 750 million yuan in the first quarter of 2014, an increase of 13.4% over the same period last year. Among them, the sales of the design industry was 17 billion 920 million yuan, up 28.1% from the same period, 15 billion 370 million yuan in the manufacturing industry, 4.5% in the year on year, 25 billion 460 million yuan in the packaging and testing industry, and the 10.1% "national integrated circuit industry development program".

Haitong Securities (600837, stock bar) said that the semiconductor industry is an extremely important strategic industry for information security and national economy. Although the domestic semiconductor wafer demand is huge, the domestic proportion is too small, most of which need to be imported from Europe, America, Japan and South Korea. 80% of the domestic chips need to be imported, especially the high order wafers are almost all imported. On the one hand, the situation of "lack of core (chip)" is a direct hindrance to the development of China's industry. On the other hand, foreign chip manufacturers may be able to steal confidential data and public information by setting holes in the chip, thus threatening the security of the country. In addition to safety considerations, the economic driving effect of the integrated circuit industry is also obvious. According to IMF, the output value of US $1 can drive us $10 worth of electronic information industry and bring us $100 of GDP. From the perspective of national strategy, the state will increase its support for semiconductor industry from the perspective of capital and taxation in the next few years. Haitong Securities expects to see a large number of mergers and acquisitions in semiconductor industry in the next few years.