無料レポート プレゼントキャンペーン 実施中 : メールサービスに新規登録いただいた方にご用意した無料レポートをご提供

株式会社グローバルインフォメーション
TEL: 044-952-0102
表紙
市場調査レポート

中国の集積回路 (IC) 産業の分析

Research Report on China Integrated Circuit Industry, 2018-2022

発行 China Research and Intelligence 商品コード 337512
出版日 ページ情報 英文 60 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=113.03円で換算しております。
Back to Top
中国の集積回路 (IC) 産業の分析 Research Report on China Integrated Circuit Industry, 2018-2022
出版日: 2018年04月26日 ページ情報: 英文 60 Pages
概要

当レポートでは、中国の集積回路 (以下IC) 産業について分析し、全体的な市場環境や関連政策、関連産業・市場 (上流/下流工程) との関係性、全体的な市場規模の実績値と予測値 (過去・今後5年間分)、産業内競争、対外貿易の動向、主要メーカーのプロファイル、今後の産業発展の方向性などについて調査・考察しております。

第1章 中国のIC産業の概要

  • 定義と分類
  • 中国経済におけるIC産業役割

第2章 中国のIC産業の発展環境

  • マクロ経済
    • 中国経済
    • 国際経済
  • 政策環境
    • 産業政策の概要
    • 基本的政策
    • 産業政策の発展動向
  • 技術環境
    • 技術の現状
    • 労働生産性

第3章 中国のIC産業の経営状況の分析 (過去5年間分)

  • 供給
    • 総供給量
    • 供給構造
  • 需要
    • 総需要量
    • 需要構造
  • 投資・財務分析
    • 資金の供給源
    • 企業買収・再編

第4章 中国のIC産業の競争状況 (過去5年間分)

  • 競争分析
    • 参入障壁
    • 退出障壁
    • 市場アクセス条件
  • 競争構造
    • 上流工程のサプライヤー
    • 下流工程の顧客
    • 産業内競争
    • 新規参入企業の脅威
    • 代替的製品
  • 中国のIC産業の発展の特徴
    • 資本・技術集約的産業
    • 景気循環との関連性の高さ
    • OEM (相手先商標生産)

第5章 中国のIC産業の関連業界 (過去5年間分)

  • 関連産業・市場の概略 (構成・特徴)
  • IC産業の上流工程
    • ポリシリコン産業
    • 電子機器メーカー
  • IC産業の下流工程
    • 概要
    • 通信機器メーカー
    • 家庭用AV機器メーカー

第6章 中国のIC産業の部門別分析 (過去5年間分)

  • IC設計
    • 経営状況
    • 発展動向
  • IC製造
  • ICパッケージング・検査

第7章 中国のIC産業の輸出入分析 (過去4年間分)

  • 輸入
    • 輸入概況
    • 輸入構造
    • 主な輸入相手国
  • 輸出
    • 輸出概況
    • 輸出構造
    • 主な輸出相手国

第8章 中国のIC産業の主要企業 (過去3年間分)

第9章 中国のIC産業の将来予測 (今後5年間分)

  • 産業発展への影響要因
    • マクロ経済
    • 政府の政策
    • 市場要因
  • 発展動向の予測
    • 供給予測
    • 需要予測
    • 産業発展の特徴・見通し
  • 開発・投資への提言
    • 投資機会に関する議論
    • 今後の発展に関する提言

図表一覧

目次
Product Code: 1804283

Description

The Chinese government strongly supports the integrated circuit industry, which is the foundation and core of the information industry. The central government and a number of local governments have issued encouraging policies to foster the industry in fiscal revenue and infrastructure. As the strategy of Made in China 2025 is carried out, the transformation and upgrading of the industry is accelerating, which drives the demand for integrated circuits. It is expected that in the coming years, the Chinese government will continue to intensify the support for the IC industry.

In 2017, the sales value of local IC companies reached approximately USD 80.15 billion, representing an increase of more than 20% YOY. Among it, that of the IC manufacturing industry reached about USD 21.55 billion, and that of the design industry and the packaging and testing industry were respectively USD 30.71 billion and USD 27.99 billion.

According to CRI's research, China's integrated circuit industry continues to develop after joining the WTO, but still far lags behind the global advanced level. Compared with leading international companies, China's chip manufacturing industry is at least 1 to 2 generations behind in terms of the advanced technologies. The IC design in China still stands at a low level and makes single products. The gap of technologies on packaging and testing between Chinese companies and International mainstreams is to be bridged. Besides, China's high-end IC products heavily rely on imports. In 2017, China imported 377 billion units of integrated circuits, with an increase of 10.1% YOY, and the import value reached USD 260.14 billion, with an increase of 14.6% YOY. In the same year, China exported USD 66.88 billion of integrated circuits, with a deficit of nearly USD 200 billion. China is already an important market for global chip companies. For example, in 2017, the sales value of several major US chip companies to China exceeded USD 50 billion. Among them, more than half of the sales revenue of Qualcomm, Broadcom, Micron, Marvell and Skyworks came from the Chinese market.

CRI considers that segments such as automotive electronics, industrial automation, internet of things and communications equipment have been the main driving force for China's integrated circuit market in recent years. The global PC production has been on the decline while that of smart phones is likely to increase. At the same time, the development of related industries such as cloud computing, internet of things and big data has propelled the demand for integrated circuits.

In China, the production and sales volumes of consumer electronics and traditional home appliance basically remain stable. Driven by the upgrading of consumption and smart home appliances, the IC market has grown slightly. The main drivers for such growth arise from the increase in smart mobile devices and the rapid growth of emerging consumer electronics products such as drones.

China is the world's largest automotive producer and consumer, as well as the largest electronics manufacturing base and the largest manufacturing outsource base in the world. It is expected that China will remain the world's largest IC consumer market for a long time, and the market size will continue to grow. In recent years, automotive electronics has been a hot area in the global IC market. In 2017, the auto production in China reached 29.02 million units, with an increase of 3.2% YOY, of which new energy vehicles (electric vehicles) were 794,000 units, with an increase of approximately 54% YOY. The demand for integrated circuits of each new energy vehicle far exceeds that of traditional fuel vehicles. With the rapid increase in the production of new energy vehicles in China, the automotive sector has become an important driver for the growth of the IC market.

In recent years, as China's labor costs increase, automation has gradually become the common choice of the manufacturing industry. As the output of industrial automation equipment such as CNC machine tools and industrial robots continues to rise in China, the demand for integrated circuits is rapidly lifting.

With the rising informatization and rapid-developed internet of things in China, the demand for smart cities, smart logistics and industrial monitoring has continued to increase. According to CRI, in 2017, the market size of internet of things exceeded CNY 1 trillion. Subsequently, its development has brought about a rise in demand for various sensors.

According to CRI's analysis, due to the relatively outdated technology of domestic IC industry, the manufacturing will face enormous risks once it involves in international trade disputes or sanctions. For Chinese IC manufacturers, it will take a very long time (10-20 years) and numerous investment (above USD 100 billion) to improve the technologies of integrated circuits. It is expected that in the coming years, some local IC companies will upgrade the technical level and production capacity of integrated circuits through self-developed and imported advanced technologies and equipment. For overseas IC-related companies, the Chinese market provides plentiful investment opportunities.

This report may convey more information to readers:

  • The economic environment of China's IC industry
  • Supportive government policies for the IC industry
  • Supply status of China's IC industry
  • Analysis on the demand for integrated circuits in the Chinese market
  • Competition landscape of IC industry in China
  • Analysis on the imports and exports of integrated circuits in China
  • Major Chinese enterprises in the IC industry
  • Threats and Challenges of China's IC industry
  • Prospect of China's IC industry, 2018-2022

Table of Contents

Table of Contents

1 Overview on Integrated Circuit Industry in China

  • 1.1 Definition and Classification
    • 1.1.1 Definition
    • 1.1.2 Classification
  • 1.2 Methodology
    • 1.2.1 Data Resources
    • 1.2.2 Parameters and Assumptions

2 Development Environment of Integrated Circuit Industry in China, 2015-2018

  • 2.1 Macro Economy
    • 2.1.1 Chinese Economy
    • 2.1.2 International Economy
  • 2.2 Policy Environment of the Industry
    • 2.2.1 Overview of Industry Policies
    • 2.2.2 Key Policies
    • 2.2.3 Development Trend of Industry Policies
  • 2.3 Technology Environment
  • 2.4 Environment of International Trade

3 Analysis of Operation Status of Integrated Circuit Industry in China, 2013-2017

  • 3.1 Supply
    • 3.1.1 Total Supply Volume
    • 3.1.2 Supply Structure
  • 3.2 Demand
    • 3.2.1 Total Demand Volume
    • 3.2.2 Demand Structure
  • 3.3 Analysis on Sub-sectors
    • 3.3.1 IC Design
    • 3.3.2 Chip Manufacturing
    • 3.3.3 Packaging Test

4 Competition Landscape of China's IC Industry, 2013-2017

  • 4.1 Barriers to Entry in China's IC Industry
    • 4.1.1 Policy Barriers
    • 4.1.2 Technological Barriers
    • 4.1.3 Capital Barriers
    • 4.1.4 Barriers to Sales Channels
  • 4.2 Competitive Structure of China's IC Industry
    • 4.2.1 Bargaining Power of Upstream Suppliers
    • 4.2.2 Bargaining Power of Downstream Users
    • 4.2.3 Market Competition
    • 4.2.4 Threats of New Entrants
    • 4.2.5 Substitutes for Integrated Circuits
  • 4.3 Competition in Sub-sectors of IC Industry in China
    • 4.3.1 Design
    • 4.3.2 Chip Manufacturing
    • 4.3.3 Packaging and Testing

5 Industry Chain of Integrated Circuits in China, 2015-2018

  • 5.1 Introduction of Industry Chain
    • 5.1.1 Structure
    • 5.1.2 Features
  • 5.2 Upstream of IC Industry
    • 5.2.1 Polysilicon Industry
    • 5.2.2 Special Equipment Manufacturing for Electronics Industry
  • 5.3 Major Downstream of IC Industry
    • 5.3.1 Overview
    • 5.3.2 Automobile
    • 5.3.3 Electronics Manufacturing
    • 5.3.4 Industrial Automation
    • 5.3.5 Internet and Communications
    • 5.3.6 Other Industries

6 Analysis of Sub-sectors of IC Industry in China, 2013-2017

  • 6.1 Integrated Circuit Design Industry
    • 6.1.1 Operation Status
    • 6.1.2 Development Trend
  • 6.2 Integrated Circuit Manufacturing
    • 6.2.1 Operation Status
    • 6.2.2 Development Trend
  • 6.3 Packaging and Testing Industry of Integrated Circuits
    • 6.3.1 Operation Status
    • 6.3.2 Development Trend

7 Analysis of Import and Export of IC Industry in China, 2013-2017

  • 7.1 Import of Integrated Circuits
    • 7.1.1 Overview on Imports
    • 7.1.2 Structure of Imports
    • 7.1.3 Major Import Resources
  • 7.2 Export of Integrated Circuits
    • 7.2.1 Overview on Exports
    • 7.2.2 Structure of Exports
    • 7.2.3 Major Export Destinations

8 Major Chinese Enterprises in IC Industry, 2015-2018

  • 8.1 Semiconductor Manufacturing International Corporation
  • 8.2 Tianjin Zhonghuan Semiconductor Co., Ltd.
  • 8.3 Jiangsu Changjiang Electronics Technology Co., Ltd.
  • 8.4 Tongfu Microelectronics Co., Ltd.
  • 8.5 Hangzhou Silan Microelectronics Co., Ltd.
  • 8.6 Jilin Sino-Microelectronics Co., Ltd.
  • 8.7 Tianshui Huatian Technology Co., Ltd.
  • 8.8 Will Semiconductor Co. Ltd.
  • 8.9 Gigadevice Semiconductor Inc.
  • 8.10 Shanghai Fortune Techgroup Co., Ltd.
  • 8.11 Unigroup Guoxin Co., Ltd.
  • 8.12 Shanghai Belling Corp., Ltd.
  • 8.13 Beijing Fuxing Xiaocheng Electronic Technology Stock Co., Ltd.
  • 8.14 Shenzhen Danbond Technology Co., Ltd.
  • 8.15 Ingenic Semiconductor Inc.
  • 8.16 Zhejiang East Crystal Electronic Co., Ltd.
  • 8.17 Tech Semiconductors Co., Ltd.
  • 8.18 Netac Technology
  • 8.19 Unigroup Guoxin Co., Ltd.
  • 8.20 All Winner Technology Co., Ltd.

9 Prospect of China's IC Industry, 2018- 2022

  • 9.1 Influencing Factors in Development of China's IC Industry
    • 9.1.1 Driving Power and Opportunities for IC Industry
    • 9.1.2 Threats and Challenges of IC Industry
  • 9.2 Forecast on Supply of IC Industry, 2018-2022
    • 9.2.1 Forecast on Production Volume of Domestically-produced Integrated Circuits
    • 9.2.2 Forecast on Integrated Circuit Import
  • 9.3 Forecast on Demand for Integrated Circuits in China, 2018-2022
    • 9.3.1 Forecast on Overall Demand
    • 9.3.2 Forecast on Demand in Segment Markets

Selected Charts

  • Chart Chinese GDP, 2013-2017
  • Chart Key Policies on China's IC Industry, 2013-2018
  • Chart Production Volume of Integrated Circuits in China, 2013-2017
  • Chart Structure of IC Products in China in 2017
  • Chart Production Volume of Automobiles in China, 2013-2017
  • Chart Production Volume of Mobile Phones in China, 2013-2017
  • Chart Market Size of Integrated Circuits in China, 2013-2017
  • Chart Import Volume and Value of Integrated Circuits, 2013-2017
  • Chart Major Import Resources of Integrated Circuits in 2017
  • Chart Proportion of Sales Revenue of Design Industry in IC Industry in China, 2013-2017
  • Chart Sales Revenue of China's Design Industry, 2013-2017
  • Chart Sales Revenue of China's IC Manufacturing Industry, 2013-2017
  • Chart Sales Revenue of China's Packaging and Testing of IC Industry, 2013-2017
  • Chart Production Volume of Integrated Circuits in Different Regions, 2017
  • Chart Forecast on Production Volume of Chinese Integrated Circuits, 2018-2022
  • Chart Forecast on Imported Integrated Circuits to China, 2018-2022
Back to Top