R88M-WP20030H-S1從去年開始，集成電路概念便成為了市場上的“寵兒”，從中央和地方高達(dá)上千億集成電路基金出臺(tái)，到各路民間資本的進(jìn)入以及外資對(duì)中國集成電路市場的看好，用“黃金時(shí)代”來形容此時(shí)的市場并不為過。
但從海關(guān)總署8日發(fā)布的集成電路進(jìn)出口數(shù)據(jù)來看，市場的進(jìn)展似乎并沒有像資本市場的期待那樣突飛猛進(jìn)。
R88M-WP20030H-S1在海關(guān)總署官網(wǎng)上，記者查看7月以及上半年的集成電路進(jìn)出口數(shù)據(jù)發(fā)現(xiàn)，雖然1到7月份集成電路出口數(shù)量同比2014 年增長17.6%，但累計(jì)同期金額僅增長2%，相比之下，集成電路進(jìn)口數(shù)字仍然高企，7月份進(jìn)口額達(dá)到1164億元人民幣，出口額則為361億元人民幣。業(yè)內(nèi)人士指出，這說明我國仍未擺脫集成電路高度依賴進(jìn)口的被動(dòng)局面，進(jìn)、出口結(jié)構(gòu)嚴(yán)重不均衡。
“這兩年可以說是資本的活躍期，但是產(chǎn)業(yè)的爆發(fā)仍需要兩三年時(shí)間?！笔謾C(jī)中國聯(lián)盟秘書長王艷輝對(duì)記者表示，從缺乏資金到不缺資金，中國的集成電路產(chǎn)業(yè)已經(jīng)跨過了一道坎，但這并不代表整體產(chǎn)業(yè)的實(shí)力提升，目前的資金只能為未來的發(fā)展提供資源儲(chǔ)備。
進(jìn)出口逆差大
R88M-WP20030H-S1海關(guān)總署的數(shù)據(jù)，2015年7月全國集成電路進(jìn)口數(shù)量達(dá)到274.02 億個(gè)，金額達(dá)到1164億元，而出口數(shù)量達(dá)到148.99 億個(gè)，金額達(dá)到361 億元。這一數(shù)字高于同期水平，顯示無論是從量還是價(jià)格上來說，集成電路產(chǎn)業(yè)都處于極為旺盛的狀態(tài)。
但從同期累計(jì)數(shù)據(jù)來看，進(jìn)口數(shù)量和金額同比增長10.4%和4.3%，出口數(shù)量則為17.6%和2.0%，進(jìn)口數(shù)量增速雖然緩于出口，但金額仍高出2個(gè)百分點(diǎn)。在業(yè)內(nèi)人士看來，這說明我國集成電路出口仍然處于中低端水平。
R88M-WP20030H-S1根據(jù)媒體報(bào)道，在此前舉行的一次行業(yè)峰會(huì)上，中國半導(dǎo)體行業(yè)協(xié)會(huì)集成電路設(shè)計(jì)分會(huì)理事長魏少軍表示，今年一季度，中國進(jìn)口的集成電路價(jià)值平均7.7美元，而出口不到3毛錢，在全球集成電路產(chǎn)業(yè)進(jìn)入成熟期后，中國的集成電路產(chǎn)業(yè)目前還集中在低端市場。王艷輝對(duì)記者表示，在出口份額中，外商投資企業(yè)貢獻(xiàn)了不小的份額，除去外商投資的因素，國內(nèi)集成電路企業(yè)仍處于小而散的狀態(tài)，仍沒有形成產(chǎn)業(yè)巨頭。
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