Semiconductor industry moves towards mainland China. Mainland China, with its huge consumer market, relatively low labor costs, and better preferential investment policies and other advantages, in the past ten years, China attracts the world's leading semiconductor manufacturers to set up plants in mainland China, SMIC, China Rainbow Grace and other local semiconductor manufacturers also gained rapid development. Policy to force, to the wings of China's semiconductor industry. The semiconductor industry as a sophisticated and high value-added industries and the role of other related industries obviously, is of great strategic importance in the national economy the key backbone industries. Faced with the status quo, "lack of core small soul", the state attaches great importance to the development of the semiconductor industry. In the IC outline released in June this year, the proposed establishment of the National Leading Group for the development of the integrated circuit industry, the establishment of national industrial investment funds and strengthen the promotion of safe and reliable hardware and software applications, covering the breadth of policy than in the past. China's semiconductor packaging and testing is the continent with the world-class level closest to the industry. Because beta labor-intensive industries with attributes of higher labor costs, the most suitable Chinese companies to develop. Beta link has occupied more than 25% of domestic output value of the entire semiconductor industry, much higher than the proportion of the world's 16 percent, is a pioneer in the semiconductor industry. The rapid rise of domestic IC design. Domestic IC design companies in addition to Hass and Spreadtrum, RDA so deep plowing mobile communications market by attracting global attention, but in recent years there are a number of emerging rookie brisk performance. Galaxy core micro CMOS image sensors in a place. The Department launched the top R & D push fingerprint identification chip brand in its traditional business, based on the touch screen, usher in a new flashpoint. Gazetteer technology leveraging the Tablet PC industry the opportunity to grow rapidly. Recommendations concern Galaxy core micro, future performance full-chi, sinks top, mega easy to innovation and a number of IC design rookie. Wafer manufacturing is the state's key investment sectors. Wafer manufacturing high capital barriers to making the global foundry leader must be continued strong capital tucked towards the next generation of manufacturing process, we expect the national support fund has 60% will be invested in high investment needs wafer manufacturing sectors, leading enterprises are the main beneficiaries of SMIC, for research and development and production of new technology, and the possibility of international mergers and acquisitions. Industry "overweight" rating, concerned about competitive enterprises. Under the trend of the entire semiconductor industry transfer to the mainland, coupled with policy support, packaging and testing as the world-class level closest links, will significantly benefit leading companies we recommend long power technology within the industry, Huatian Technology, Jing Fang Technology . Another concern SMIC wafer manufacturing sectors.