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世界と中国のIC (集積回路) 産業の分析

Research Report on Global and China's Integrated Circuit Industries, 2019 to 2023

発行 China Research and Intelligence 商品コード 854688
出版日 ページ情報 英文 50 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=109.82円で換算しております。
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世界と中国のIC (集積回路) 産業の分析 Research Report on Global and China's Integrated Circuit Industries, 2019 to 2023
出版日: 2019年06月03日 ページ情報: 英文 50 Pages
概要

当レポートでは、世界と中国の集積回路 (IC) の産業・市場について分析し、IC産業の基本構造や背景事情、世界全体および中国国内の市場動向の見通し (生産・需要・貿易量、過去5年間分)、関連産業 (上流/下流工程) の構造と動向、主要企業のプロファイル、今後の生産・需要動向の見通しなどを調査しております。

第1章 IC (集積回路) 産業の概要

  • 定義と分類
  • 分析手法
  • 世界のIC産業の概要

第2章 世界と中国のIC産業の発展環境 (今後5年間分)

  • マクロ経済 (世界/中国)
  • 産業政策
    • 産業政策の概要
    • 主要政策
  • 国際貿易動向
  • 米中貿易戦争がIC産業に及ぼす影響

第3章 中国のIC産業の分析 (過去5年間分)

  • 供給動向
    • 総供給量
    • 供給構造
  • 需要動向
    • 総需要量
    • 需要構造
  • 部門別の分析
    • IC設計
    • チップ製造
    • 実装 (パッケージ)・検査

第4章 中国のIC産業の競争構造

  • 市場参入障壁
    • 政策面での障壁
    • 技術面での障壁
    • 資金面での障壁
    • 販売チャネル面での障壁
  • 中国のIC産業の競争構造:ポーターのファイブフォース分析
  • 中国のIC産業の競争構造:部門別分析
    • IC設計
    • チップ製造
    • 実装 (パッケージ)・検査

第5章 中国国内のIC産業の連関構造の分析

  • 関連産業:概略
    • 産業連関構造
    • 関連産業の特性
  • 中国のIC産業の上流工程
    • 原材料
    • 半導体製造設備の製造業
  • 中国のIC産業の下流工程
    • 概要
    • 自動車
    • 電子機器製造業
    • 産業オートメーション (EA)
    • インターネット・通信機器
    • その他

第6章 中国国内の主要なIC企業

  • 主なIC設計企業
    • HiSilicon Technologies Co., Ltd.
    • Unisoc Technologies Inc.
    • Sanechips Technology Co., Ltd.
    • Huada Semiconductor Co., Ltd.
    • Beijing Smartchip Microelectronics Technology Company Limited
    • Shenzhen Goodix Technology Co., Ltd.
    • Hangzhou Silan Microelectronics Co., Ltd.
    • Duntai Technology (Shenzhen) Co., Ltd.
    • GalaxyCore Shanghai Limited
    • Vimicro Corporation
  • 主なICメーカー
    • Samsung (China) Semiconductor Co., Ltd.
    • Semiconductor Manufacturing International Corporation
    • SK hynix Semiconductor (China) Ltd.
    • Intel Semiconductor (Dalian) Ltd.
    • Shanghai Huahong (Group) Co., Ltd.
    • China Resources Microelectronics Limited
    • TSMC China Company Limited
    • Xi'an Microelectronics Technology Institute
    • Wuhan Xinxin Semiconductor Manufacturing Co., Ltd.
    • Hejian Technology (Suzhou) Co., Ltd.
  • 主なIC実装・検査企業
    • Jiangsu Xinchao Technology Group Co., Ltd.
    • Nantong Huada Microelectronics Group Co., Ltd.
    • Tianshui Huatian Electronics Group Co., Ltd.
    • RF Micro Devices (Beijing) Co., Ltd.
    • NXP Semiconductors
    • Intel Products (Chengdu) Ltd.
    • Amkor Assembly & Test (Shanghai) Co., Ltd.
    • Hitech Semiconductor (Wuxi) Co., Ltd.
    • Diodes Shanghai Co., Ltd.
    • SanDisk Semiconductor (Shanghai) Co., Ltd.

第7章 中国のIC輸出入動向の分析 (通算10年間分)

  • ICの輸入動向
    • 中国のIC輸入:概要
    • 中国のIC輸入構造
    • 中国のICの主な輸入相手国
  • ICの輸出動向
    • 中国のIC輸出:概要
    • 中国のIC輸出構造
    • 中国のICの主な輸出相手国
  • 中国のIC輸出入動向の見通し (今後5年間分)

第8章 世界と中国のIC産業の将来展望 (今後5年間分)

  • IC産業の発展への影響要因
    • 成長促進要因と市場機会
    • 脅威と課題
  • 世界と中国のIC市場の供給量予測 (今後5年間分)
    • 生産量の予測
    • 国際貿易動向の予測
  • 世界と中国のIC市場の需要量予測 (今後5年間分)
    • 全体的な需要量の予測
    • 部門別の需要量の予測
目次
Product Code: 1905390

In 2018, the revenue of global integrated circuit industry totaled about USD 480 billion, representing a CAGR of less than 10% from 2014 to 2018; the revenue of China's integrated circuit industry was about USD 98.70 billion, representing a CAGR of about 25% from 2014 to 2018. In China, the revenue from integrated circuit designing was about USD 38.07 billion, accounting for 38.60% of the revenue of the integrated circuit industry; the revenue from integrated circuit manufacturing was about USD 27.48 billion, accounting for about 27.80%; the revenue from integrated circuit packaging and testing was about USD 33.15 billion, accounting for 33.60%.

According to CRI, since China joined the WTO, its integrated circuit industry has been developing. However, because of outdated technologies and insufficient talents, China's integrated circuit manufacturing lags behind the international advanced level for one to two generations; integrated circuit designing contains low technological content and is monotonous; integrated circuit packaging and testing have a gap with the international mainstream level. Therefore, China relies heavily on the imports of high-end integrated circuits. In 2018, the import volume of integrated circuits in China was 417.60 billion units, increasing by 10.80% YOY; the import value was USD 312.06 billion, increasing by about 20% YOY; the export volume was 217.10 billion units, increasing by 6.20% YOY; the export value was USD 84,636 million, increasing by 26.60% YOY. China's trade deficit in integrated circuits reached USD 227.40 billion in 2018 and is still growing. China has become an important market for global chip enterprises. In 2018, Chinese enterprises contributed more than half to the sales revenue of major U.S. chip enterprises such as Qualcomm, Broadcom, Micron and Marvell.

According to CRI, the growth of China's integrated circuit market in recent years are mainly driven by automotive electronics, industrial automation, Internet of Things (IoT), communication equipment, etc. Global personal computer production is declining while smart phone production still has space for further expansion. The development of cloud computing, IoT, big data, 5G and other relevant industries boost the demand for integrated circuits. China is the world's largest foundry, automobile producer and consumer and electronics manufacturing base. It is expected that for a long time in the future, China will remain the world's largest integrated circuit consumer, and the market size of integrated circuits in China will continue to grow. In 2018, the production volume of automobiles in China decreased to 27.81 million units by 4.20% YOY while that of new energy vehicles (electric vehicles) increased to 1.27 million units by about 60% YOY. A new energy vehicle has far greater demand for integrated circuits than a fuel vehicle. With the rapidly expanding production of new energy vehicles, the automotive industry has become a major driving force for the growth of China's integrated circuit market. In 2018, the production volumes of smart phones and personal computers in China reached more than 1.30 billion units and about 300 million units respectively, both ranking the first in the world.

As labor costs keep rising in recent years, it is indispensable for China to enhance automation in manufacturing. The growing demand for industrial automation equipment such as CNC machine tools and industrial robots increases the demand for integrated circuits.

In the context of wider IT applications and booming IoT, China has an increasing demand for smart cities, smart logistics and industrial monitoring. According to CRI, the market size of IoT in China exceeded CNY 1 trillion in 2018, which means that the demand for integrated circuits on China's IoT market is also rising rapidly.

According to CRI, as China lags behind in integrated circuit technologies, China's integrated circuit industry and its downstream industries will face huge risks such as production suspension in the Sino-U.S. trade war and other international trade disputes or sanctions. Theoretically, the localization of integrated circuits may take 10 to 20 years with an investment of over USD 200 billion. Actually, it cannot be achieved within 20 years in lack of funds, advanced technologies and talents. It is expected that in the next few years, some Chinese integrated circuit enterprises will improve technologies and production capacity by importing advanced technologies and equipment, introducing high-end talents and even merging with or acquiring overseas integrated circuit enterprises. For global integrated circuit enterprises, the Chinese market is full of investment enterprises.

Topics covered:

  • Status of global integrated circuit industry
  • Chinese government's supportive policies on the integrated circuit industry
  • Supply of integrated circuits
  • Market demand for integrated circuits
  • Major integrated circuit enterprises in China
  • Analysis on import and export of integrated circuits in China
  • Threats and challenges to the integrated circuit industry
  • Prospect of the integrated circuit industry from 2019 to 2023
  • Impact of the Sino-U.S. trade war on the integrated circuit industry

Table of Contents

1. Overview of the Integrated Circuit Industry

  • 1.1. Definition and Classification
    • 1.1.1. Definition
    • 1.1.2. Classification
  • 1.2. Methodology
    • 1.2.1. Data Sources
    • 1.2.2. Parameters and Assumptions
  • 1.3. Overview of Global Integrated Circuit Industry

2. Development Environment for Global and China's Integrated Circuit Industries, 2019-2023

  • 2.1. Macro Economy
    • 2.1.1. Global Economy
    • 2.1.2. China's Economy
  • 2.2. Industrial Policies
    • 2.2.1. Overview of Industrial Policies
    • 2.2.2. Key Policies
  • 2.3. International Trade
  • 2.4. Impact of the Sino-U.S. Trade War on the Integrated Circuit Industry

3. Analysis on China's Integrated Circuit Industry, 2014-2018

  • 3.1. Supply
    • 3.1.1. Total Supply
    • 3.1.2. Supply Structure
  • 3.2. Demand
    • 3.2.1. Total Demand
    • 3.2.2. Demand Structure
  • 3.3. Analysis on Subsectors
    • 3.3.1. Integrated Circuit Designing
    • 3.3.2. Chip Manufacturing
    • 3.3.3. Packaging and Testing

4. Competition in China's Integrated Circuit Industry, 2018-2019

  • 4.1. Barriers to Entry
    • 4.1.1. Policy Barrier
    • 4.1.2. Technical Barrier
    • 4.1.3. Fund Barrier
    • 4.1.4. Sales Channel Barrier
  • 4.2. Competitive Structure of China's Integrated Circuit Industry
    • 4.2.1. Bargaining Power of Upstream Suppliers
    • 4.2.2. Bargaining Power of Downstream Customers
    • 4.2.3. Market Competition
    • 4.2.4. Threats from New Entrants
    • 4.2.5. Substitutes for Integrated Circuits
  • 4.3. Competition in Subsectors of China's Integrated Circuit Industry
    • 4.3.1. Integrated Circuit Designing
    • 4.3.2. Chip Manufacturing
    • 4.3.3. Packaging and Testing

5. Analysis on Industry Chain of Integrated Circuits in China, 2018-2019

  • 5.1. Introduction to the Industry Chain
    • 5.1.1. Structure of the Industry Chain
    • 5.1.2. Features of the Industry Chain
  • 5.2. Upstream of China's Integrated Circuit Industry
    • 5.2.1. Raw Materials
    • 5.2.2. Equipment Manufacturing
  • 5.3. Downstream of China's Integrated Circuit Industry
    • 5.3.1. Overview
    • 5.3.2. Automobiles
    • 5.3.3. Electronics Manufacturing
    • 5.3.4. Industrial Automation
    • 5.3.5. Internet and Communications
    • 5.3.6. Others

6. Major Integrated Circuit Enterprises in China, 2018-2019

  • 6.1. Major Integrated Circuit Designing Enterprises
    • 6.1.1. HiSilicon Technologies Co., Ltd.
    • 6.1.2. Unisoc Technologies Inc.
    • 6.1.3. Sanechips Technology Co., Ltd.
    • 6.1.4. Huada Semiconductor Co., Ltd.
    • 6.1.5. Beijing Smartchip Microelectronics Technology Company Limited
    • 6.1.6. Shenzhen Goodix Technology Co., Ltd.
    • 6.1.7. Hangzhou Silan Microelectronics Co., Ltd.
    • 6.1.8. Duntai Technology (Shenzhen) Co., Ltd.
    • 6.1.9. GalaxyCore Shanghai Limited
    • 6.1.10. Vimicro Corporation
  • 6.2. Major Integrated Circuit Manufacturers
    • 6.2.1. Samsung (China) Semiconductor Co., Ltd.
    • 6.2.2. Semiconductor Manufacturing International Corporation
    • 6.2.3. SK hynix Semiconductor (China) Ltd.
    • 6.2.4. Intel Semiconductor (Dalian) Ltd.
    • 6.2.5. Shanghai Huahong (Group) Co., Ltd.
    • 6.2.6. China Resources Microelectronics Limited
    • 6.2.7. TSMC China Company Limited
    • 6.2.8. Xi'an Microelectronics Technology Institute
    • 6.2.9. Wuhan Xinxin Semiconductor Manufacturing Co., Ltd.
    • 6.2.10. Hejian Technology (Suzhou) Co., Ltd.
  • 6.3. Major Integrated Circuit Packaging and Testing Enterprises
    • 6.3.1. Jiangsu Xinchao Technology Group Co., Ltd.
    • 6.3.2. Nantong Huada Microelectronics Group Co., Ltd.
    • 6.3.3. Tianshui Huatian Electronics Group Co., Ltd.
    • 6.3.4. RF Micro Devices (Beijing) Co., Ltd.
    • 6.3.5. NXP Semiconductors
    • 6.3.6. Intel Products (Chengdu) Ltd.
    • 6.3.7. Amkor Assembly & Test (Shanghai) Co., Ltd.
    • 6.3.8. Hitech Semiconductor (Wuxi) Co., Ltd.
    • 6.3.9. Diodes Shanghai Co., Ltd.
    • 6.3.10. SanDisk Semiconductor (Shanghai) Co., Ltd.

7. Analysis on Import and Export of Integrated Circuits in China, 2014-2023

  • 7.1. Import of Integrated Circuits
    • 7.1.1. Overview of China's Integrated Circuit Imports
    • 7.1.2. Structure of China's Integrated Circuit Imports
    • 7.1.3. Major Sources of China's Integrated Circuit Imports
  • 7.2. Export of Integrated Circuits
    • 7.2.1. Overview of China's Integrated Circuit Exports
    • 7.2.2. Structure of China's Integrated Circuit Exports
    • 7.2.3. Major Destinations for China's Integrated Circuit Exports
  • 7.3. Prospect of Import and Export of Integrated Circuits in China, 2019-2013

8. Prospect of Global and China's Integrated Circuit Industries, 2019-2023

  • 8.1. Factors Influencing the Development of the Integrated Circuit Industry
    • 8.1.1. Driving Forces and Market Opportunities
    • 8.1.2. Threats and Challenges
  • 8.2. Forecast on Supply of Integrated Circuits on Global and Chinese Markets, 2019-2023
    • 8.2.1. Forecast on Production Volume of Integrated Circuits
    • 8.2.2. Forecast on International Trade of Integrated Circuits
  • 8.3. Forecast on Demand for Integrated Circuits on Global and Chinese Markets, 2019-2023
    • 8.3.1. Forecast on Overall Demand
    • 8.3.2. Forecast on Demand by Market Segment

Selected Charts

  • Chart Revenue of Global Integrated Circuit Industry, 2014-2018
  • Chart Revenue of China's Integrated Circuit Industry, 2014-2018
  • Chart Key Policies on China's Integrated Circuit Industry, 2013-2018
  • Chart Production Volume of Integrated Circuits in China, 2014-2018
  • Chart Structure of Integrated Circuit Products in China in 2017
  • Chart Production Volume of Automobiles in China, 2014-2018
  • Chart Production Volume of Mobile Phones in China, 2014-2018
  • Chart Market Size of Integrated Circuits in China, 2014-2018
  • Chart Import Value of Integrated Circuits in China, 2014-2018
  • Chart Major Sources of China's Integrated Circuit Imports in 2017
  • Chart Proportion of Sales Revenue from Integrated Circuit Designing in the Revenue of China's Integrated Circuit Industry, 2014-2018
  • Chart Sales Revenue from Integrated Circuit Designing in China, 2014-2018
  • Chart Sales Revenue from Integrated Circuit Manufacturing in China, 2014-2018
  • Chart Sales Revenue from Integrated Circuit Packaging and Testing in China, 2014-2018
  • Chart Forecast on Production Volume of Integrated Circuits in China, 2019-2023
  • Chart Forecast on Import Volume of Integrated Circuits in China, 2019-2023
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