China IC Ecosystem - Challenges, Opportunities and

Transcript:China IC Ecosystem - Challenges, Opportunities and:
China IC Ecosystem - Challenges, Opportunities and Forward Analysis SEMI, August 2021 Table of Contents Executive Summary & Methodology #4 - #7 Section 1: Global Semiconductor Industry Overview and Outlook #8 - #16 Section 2: China Government Policy and Investment #17 - #29 Section 3: The Rise of China’s IC Industry #30 - #38 Section 4: China IC Industry Ecosystem #39 - #108 4-1 IC Design #40 - #51 4-2 IC Manufacturing #52 - #71 4-3 IC Packaging & Test #72 - #81 4-4 Materials #82 - #97 4-5 Equipment #98 - #108 Summary #109 - #111 Report Coverage and Target Audience This report covers the full spectrum of the IC ecosystem in China as part of the global semiconductor industry. With over 70 charts, data tables, and industry maps, the report highlights China’s IC history, but also covers the latest developments throughout China from coastline cities to less developed mid-western regions. The following aspects of China’s IC industry ecosystem are discussed in this report: Central and local government policies Public and industry chain analysis in relation to trade tensions Industry value chain from design to manufacturing, equipment and materials suppliers, key players in each industry sector, supply-demand analysis Competitive intelligence about domestic companies and their international peers This report provides industry analysts, investors, planners, corporate executives and other professionals deep insights into China’s IC industry and market. For those who are interested in the economic and political implications of the rise of China’s IC industry, this report is an indispensable tool. Executive Summary Despite the global outbreak of covid-19 and the continued China-US trade tension, global semiconductor industry totaled $439 billion with a 6.5% growth. With the recovery of global economy and manufacturing industry, global semiconductor industry is predicted to grow by over 20 percent compared to 2020 – another year of recovery. As China consumes an estimated 35% of semiconductors produced globally, semiconductors are now the largest single import into China in terms of revenue, resulting in a trade deficit, which is also highlighted by trade tensions. Meanwhile, domestic IC production has increased at a 20% CAGR between 2010 to 2020. In 2014, China issued the National Guideline pertaining to domestic semiconductor manufacturing to stimulate semiconductor industry investment and expansion in China. Then the National IC Fund phase I was established and has accumulated more than RMB150 billion (US$22.7 Billion) to invest in China’s IC supply chain. The