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中国の集積回路 (IC) 産業の分析

Research Report on China Integrated Circuit Industry, 2011-2020

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
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本日の銀行送金レート: 1USD=115.27円で換算しております。
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中国の集積回路 (IC) 産業の分析 Research Report on China Integrated Circuit Industry, 2011-2020
出版日: 2016年03月31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

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目次
Product Code: 1603334

Since the accession to the WTO, China's integrated circuit industry has achieved rapid development, which has helped China become one of the world's fastest-growing regions of IC industry.

In 2015, sales revenue of China's integrated circuit industry exceeded CNY 360 billion. And CAGR is over 16% from 2011 to 2015.

The agglomeration of China's integrated circuit industry is relatively high. The enterprises mainly concentrate in the delta area of Yangtze River such as Jiangsu Province, Zhejiang Province and Shanghai. In addition, enterprises also concentrated in Pearl River Delta including Guangzhou and Shenzhen.

China's integrated circuit industry continues to make new breakthroughs and progress, but the gap between Chinese enterprises and the world's advanced integrated circuit enterprises still has to face. Compared with the international leading enterprises, the advanced technology of China's chip manufacturing industry lags for at least 1-2 generation. IC design industry is just on the threshold with simple product structure. There is a certain gap between the packaging and test technology of local packaging enterprises and that of the international giants. China's high-end products of integrated circuit heavily rely on import. In 2015, China imported 313,996 million pieces of integrated circuit with the year-on-year growth of 10%. The value of import reached USD 230.7 billion, with an increase of 6%. China exported 182,766 million pieces of integrated circuit with the year-on-year growth of 19.1%. The value of export reached USD 693.1 billion, with an increase of 13.9%. Deficit of Import and Export reached USD 161.39 billion in 2015.

In terms of the government's policies, Chinese central government and local governments have issued a large number of support policies for the development of integrated circuit industry.

The State Council promulgated Outline for Promoting the Development of the National Integrated Circuit Industry in Feb. 2014. The high-profile national integrated circuit industry investment fund began to come true. The first investment increased from the original CNY 100 billion to CNY 120 billion, which would greatly improve the expectation of the market participants with capital's rising attention to the integrated circuit industry. Meanwhile, local governments have also launched local support policies for integrated circuit. With the implementation of the strategy of Made in China 2025, the pace of transformation and upgrading of domestic industries continue to speed up, which has promoted the rapid development of the integrated circuit market in the field of industrial control.

In 2015, the motivation of China's IC market growth mainly came from such niche markets as the automotive electronics, industrial control and communication equipment. In 2015, production of China's microcomputers fell by more than 10%, but under the stimulus of the cloud computing, IOT, big data and other related industries, it was easy to witness the rising domestic data center construction and strong demand for servers and memory.

The field of cell phones which has led the development of Chinese IC market in the past few years began to slow down in 2015. As China's smart phone market's saturation and the increasingly fierce market competition, the growth of the cell phones has encountered greater resistance. In 2015, China's mobile phone production achieved the year-on-year growth of 7.8%, of which the smart phones experienced year-on-year growth of 11%. But cell phone chip market still maintained the momentum of steady growth because of the overall level-up consumption of the cell phone market and the wide application of new technologies, such as fingerprint identification.

In China, the production and sales volume of the consumer electronics and home appliances market remain stable. IC market increases slightly driven by the consumption upgrading and intelligence trend of home appliances. The motivation of this market mainly comes from the growth of the smart mobile devices such as smart bands and smart watches, as well as the rapid increase of the emerging consumer electronics products such as unmanned aerial vehicles.

Automotive electronics has been the hotspot field of global IC market in recent years. In 2015, the production of China's automobiles reached 24,504,000 with the year-on-year growth of 3.3%, of which the new energy automobiles experienced the year-on-year growth of 330%. With the promotion of the increasing automobile production and fast growing automobiles of domestic brands, integrated circuit market in China's automotive electronics field was only second to the industrial control field.

China's IOT industry is developing rapidly, which promotes the level-up demand for smart city, smart transportation and industrial monitoring. According to the research of CRI, in 2015, the market size of China's IOT surpassed more than CNY 700 billion. The development of IOT technology brought about the rising demand for all kinds of sensors. Based on the regulations of People's Bank of China, since 2015, the financial IC card has been gradually replacing the magnetic stripe bank card. It is predicted that there will be billions of financial IC cards in China in the next few years.

China has the largest consumer group of electronic terminals, the world's largest electronics manufacturing base and the world's biggest consumer market of integrated circuit. With the rapid development of China's economy, there will be a lot of development opportunities for China's integrated circuit industry in the next few years.

Through this report, the readers can acquire the following information:

  • Economic Environment of China's Integrated Circuit Industry
  • Support Policies Released by Chinese Government for Integrated Circuit Industry
  • Supply and Demand of China's Integrated Circuit Industry
  • Competition of China's Integrated Circuit Industry
  • Import and Export of China's Integrated Circuit
  • Crucial Enterprises of China's Integrated Circuit Industry
  • Prospect of China's Integrated Circuit Industry

The Following Enterprises and People Are Recommended to Purchase This Report:

  • Integrated Circuit Design/Manufacturing/Packaging and Test Enterprises
  • Investors /Research Agencies Focusing on Integrated Circuit Industry

Table of Contents

1. Overview on Integrated Circuit Industry

  • 1.1. Definition and Classification
    • 1.1.1. Definition
    • 1.1.2. Classification
  • 1.2. Overview on Global Integrated Circuit Industry

2. Development Environment of China Integrated Circuit Industry

  • 2.1. Macro Economy
    • 2.1.1. China 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
    • 2.3.1. Technology Status
    • 2.3.2. Labor Productivity

3. Analysis of Operation Status of Integrated Circuit Industry in China, 2011-2015

  • 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 of Sub-industries
    • 3.3.1. IC Design
    • 3.3.2. Chip Manufacture
    • 3.3.3. Packaging & Testing

4. Competition Status of Integrated Circuit Industry in China, 2011-2015

  • 4.1. Analysis of Competition Status
    • 4.1.1. Barriers to Entry
    • 4.1.2. Barriers to Exit
    • 4.1.3. Support from Government Policies
  • 4.2. Competition Structure of the Industry
    • 4.2.1. Upstream Suppliers
    • 4.2.2. Downstream Customers
    • 4.2.3. Inside Competition
    • 4.2.4. Threatens to New Entrants
    • 4.2.5. Substitutes
  • 4.3. Competition Status of the Sub-industry
    • 4.3.1. IC Design
    • 4.3.2. Chip Manufacture
    • 4.3.3. Packaging & Testing

5. Industry Chain of Integrated Circuit in China, 2011-2015

  • 5.1. Introduction of Industry Chain
    • 5.1.1. Industry Chain Constitution
    • 5.1.2. Industry Chain Characteristics
  • 5.2. Upstream of Integrated Circuit Industry
    • 5.2.1. Polysilicon Industry
    • 5.2.2. Manufacturing Industry of Equipment in Electronics Industry
  • 5.3. Major Downstream Industries of Integrated Circuit Industry
    • 5.3.1. Overview
    • 5.3.2. Computer Manufacturing Industry
    • 5.3.3. Industry
    • 5.3.4. Automobile
    • 5.3.5. Communication Industry

6. Analysis of Status of Sub-sectors of Integrated Circuit Industry in China, 2011-2015

  • 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 & Testing of Integrated Circuit
    • 6.3.1. Operation Status
    • 6.3.2. Development Trend

7. Analysis of Import & Export of Integrated Circuit Industry in China, 2011-2015

  • 7.1. Import
    • 7.1.1. Import Overview
    • 7.1.2. Import Structure
    • 7.1.3. Major Sources of Import
  • 7.2. Export
    • 7.2.1. Export Overview
    • 7.2.2. Structure of Export
    • 7.2.3. Major Export Destinations

8. Leading Enterprises of China's Integrated Circuit Industry, 2015-2016

  • 8.1. Semiconductor Manufacturing International Corporation
  • 8.2. Tianjin Zhonghuan Semiconductor Co., Ltd.
  • 8.3. Jiangsu Changjiang Electronics Technology Co., Ltd.
  • 8.4. Nantong Fujitsu Microelectronics Co., Ltd.
  • 8.5. Hangzhou Silan Microelectronics Co., Ltd.
  • 8.6. Jilin Sino-Microelectronics Co., Ltd.
  • 8.7. TIAN SHUI HUA TIAN TECHNOLOGY CO., LTD.
  • 8.8. Shanghai Belling Co. Ltd.
  • 8.9. Beijing Fuxing Xiaocheng Eletronic Technology Stock Co., Ltd.
  • 8.10. Shenzhen Danbond Technology Co., Ltd.
  • 8.11. Beijing Ingenic Semiconductor Co., Ltd.
  • 8.12. ZheJiang East Crystal Electronic Co., Ltd.
  • 8.13. Hubei Tech Semiconductors Co., Ltd.
  • 8.14. Shenzhen Netac Technology Co., Ltd.

9. Prospect of Integrated Circuit Industry in China, 2016-2020

  • 9.1. Factors Influencing Development
    • 9.1.1. Macro Economy

9.1. 2. Government Policies

    • 9.1.3. Market Factors
  • 9.2. Forecast on Development Trend
    • 9.2.1. Forecast on Supply
    • 9.2.2. Forecast on Demand
    • 9.2.3. Forecast on Development Characteristics
  • 9.3. Investment and Development Recommendations
    • 9.3.1. Discussion about Investment Opportunities
    • 9.3.2. Development Proposals

Selected Charts

  • Chart China's GDP, 2011-2015
  • Chart Key Policies Concerning China's Integrated Circuit Industry, 2011-2015
  • Chart Monthly Per Capita Productivity of China's Integrated Circuit Industry, 2011-2015
  • Chart Production Volume of China's Integrated Circuit, 2011-2015
  • Chart Product Structure of China's Integrated Circuit Market, 2015
  • Chart Market Size of China's Integrated Circuit, 2011-2015
  • Chart Import Volume and Value of China's Integrated Circuit, 2011-2015
  • Chart Sales Revenue of Specialized Equipment for China's Electronics Manufacturing Industry, 2011-2015
  • Chart Sales Revenue of China's Computer Manufacturing Industry, 2011-2015
  • Chart Sales Revenue of Design Industry Accounting for the Proportion of China's Integrated Circuit Industry, 2011-2015
  • Chart Sales Revenue of China's Integrated Circuit Design Industry, 2011-2015
  • Chart Sales Revenue of China's Integrated Circuit Manufacturing Industry, 2011-2015
  • Chart Sales Revenue of China's Integrated Circuit Packaging and Test Industry, 2011-2015
  • Chart Production of Integrated Circuit by Region in China, 2015
  • Chart Prediction on Production of China's Integrated Circuit, 2016-2020
  • Chart Prediction on Market Size of China's Integrated Circuit, 2016-2020
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