The global semiconductor industry is shifting to the Asia-Pacific region, and China's semiconductor industry is integrated into the global industrial chain.
The global semiconductor market reached US$24.77 billion in 2006. The main application areas include computers, consumer electronics, communications and more. Under the influence of factors such as the transfer of electronics manufacturing and cost differences, the global semiconductor industry is shifting to the Asia-Pacific region. The development of China's inland semiconductor industry lags behind advanced countries, and mainland enterprises are mostly located in the middle and lower reaches of the global industrial chain. China's semiconductor industry has become an integral part of the global industrial chain, with rapid increase in output and output value, but the technical content and added value of products are low.
The semiconductor industry fluctuated greatly in 2007, and its long-term development prospects are good.
The silicon cycle in the semiconductor industry is difficult to eliminate. In the first half of 2007, the growth rate of the global semiconductor market declined significantly due to factors such as rising memory prices. In the second half of 2007, the semiconductor market began to pick up due to the reduction of excess inventory and the control of capital expenditures. It is expected that the growth rate of the semiconductor industry will return to a higher level in 2008. In the long run, the downstream application areas supporting the development of the semiconductor industry are still in a stable development stage, and the technological update of the semiconductor industry has not stopped. Product updates interact with demand to drive continued growth in the semiconductor industry.
China's semiconductor market grows faster than the global market
China's semiconductor market is affected by both the global market and its own operating characteristics.
In China's semiconductor application industry, PC and other traditional fields have maintained steady growth. The fields of consumer electronics, digital TV, automotive electronics, and medical electronics are in a rapid growth period, and 3G communication and other fields are in the early stage of growth. The scale of China's IC market is growing faster than the global market, and it is an important driving factor for global market growth. In 2006, China's IC market has become the world's largest market
The scale of China's semiconductor industry is rapidly expanding, and the industrial structure is gradually optimized.
The scale of China's semiconductor industry has also increased rapidly. While the packaging and testing industry maintains rapid growth, the proportion of design and manufacturing is gradually increasing, and the industrial structure is optimized. With the joint efforts of relevant management departments, scientific research institutions and enterprises, China has systematically carried out standard formulation and patent application work, effectively ensuring that local enterprises share the rapid growth of electronic equipment in the Mainland from the upstream and downstream industrial chain links in design and manufacturing.
Discrete devices and semiconductor materials industry are important components of China's semiconductor industry
Integrated circuits are the largest component of the semiconductor industry. Discrete devices, semiconductor materials and packaging materials are also important components of the semiconductor industry. China's in-house discrete devices and semiconductor materials markets and industries are also growing rapidly.
Listed company
China's mainland semiconductor industry listed companies face many challenges. Technology upgrades and product updates are prerequisites for the survival and development of enterprises. Semiconductor material manufacturers have strong pricing power, and there is a large room for growth under the premise of maintaining product replacement; the overall condition of packaging and testing companies is good; the development of discrete device companies is uneven.
Global semiconductor industry profile
According to WSTS statistics, global semiconductor market sales in 2006 reached US$247.7 billion, an increase of 8.9% over 2005; production was 519.2 billion, up 14.0% from 2005; ASP was US$0.477, down 4.5% from 2005.
From a global perspective, the 3C industry, including Computer, Communication, and Consumer Electronics, is the largest application area for semiconductor products, followed by automotive electronics and industrial control.
The United States, Japan, Europe, Korea and Taiwan are the leading countries and regions in the semiconductor industry. In 2006, the world's top 25 semiconductor companies were all located in the United States, Japan, Europe, and South Korea. In 2005, the United States and Japan accounted for 48% and 23% of the market respectively, a total of 71%. The semiconductor industry in South Korea and Taiwan has made rapid progress. South Korea's Samsung has ranked second in the world; TSMC's revenue has improved greatly in the first half of 2007, and its ranking has rapidly risen to sixth, becoming the only Taiwanese company to enter the top 20 in the first half of 2007. From one aspect, it reflects that the Taiwanese industry is very developed.
China market profile
China has become the world's largest semiconductor market and maintains a high growth rate. In 2006, China's semiconductor market exceeded 580 billion, of which the integrated circuit market reached 48.63 billion US dollars, an increase of 27.8% over 2005, far higher than the global market growth rate of 8.9%. The Chinese market has reached a quarter of the global market share.
At the same time of market growth, China's semiconductor industry has grown rapidly. Taking the integrated circuit industry as an example, in 2006, domestically produced integrated circuits were 35.56 billion pieces, a year-on-year increase of 36.2%. The realized income was 100.63 billion yuan, a year-on-year increase of 43.3%. The proportion of China's semiconductor industry in the world is still relatively low, but the growth rate far above the global level makes us see hope.
The application fields of China's integrated circuits are similar to those of the international market. In 2006, 3C (computer, communication, consumer electronics) accounted for 88.5% of the total application market, higher than the global proportion. The proportion of automotive electronics 1.3%, compared with 1.1% in 2005, is still significantly lower than the global market of 8.0%. Correspondingly, the sales volume of China's auto market is growing, and the proportion of localization of auto electronics is gradually increasing. This shows that in the field of automotive electronics, China's integrated circuit applications still have room for growth.
China's position in the international semiconductor industry
China's semiconductor market has a high import rate, and more than 80% of semiconductor devices are imported. The domestic semiconductor industry revenue is much smaller than the domestic market.
In 2006, the domestic IC market reached 580 billion, while the domestic IC industry revenue was 100.63 billion.
China has the largest output of electronic information products in the world, including desktops, notebook computers, mobile phones, digital cameras, televisions, DVDs, MP3s and so on. China has surpassed the United States to become the world's largest supplier of integrated circuit products. However, domestic companies can only meet less than 20% of the demand for integrated circuit products, and others rely on imports.
The top ten semiconductor products in the Chinese mainland market are multinational companies. The average 21% of the revenues of these ten companies come from the Chinese market. This is basically consistent with the proportion of the Chinese market in the global market. In 2006, the total revenue of these ten companies in China accounted for 34.51% of the size of the Chinese semiconductor market. The above two sets of figures reflect from another perspective that multinational companies have a higher domestic market share. The domestic semiconductor market is highly dependent on imported products.
Although China's semiconductor imports are very large, the export ratio is also very high. In 2005, 64% of domestic semiconductor products were exported. This phenomenon is called "big in and big out", mainly caused by the characteristics of China's industrial chain.
In general, China’s IC imports far exceed exports. According to customs statistics, in 2006 China’s imports of integrated circuits and microelectronic components were 103.5 billion U.S. dollars, and exports were 20 billion U.S. dollars.
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