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表紙：中国本土の半導体・設備市場：分析および製造動向
市場調査レポート
商品コード
1266877

中国本土の半導体・設備市場：分析および製造動向

Mainland China's Semiconductor and Equipment Markets: Analysis and Manufacturing Trends
出版日: | 発行: Information Network | ページ情報: 英文 | 納期: 2～3営業日

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中国本土の半導体・設備市場：分析および製造動向
出版日: 2024年03月01日
発行: Information Network
ページ情報: 英文
納期: 2～3営業日
  • 全表示
  • 概要
  • 図表
  • 目次
概要

中国が輸入する技術関連製品の7割は半導体製品であり、海外からの部品調達への依存度が非常に高くなっています。これらの輸入半導体のいくつかは、技術関連の輸出品（携帯電話、通信機器、家電製品）の電源としても使用されています。また、中国は半導体やディスプレイの製造に必要な機器のほとんどを輸入しており、現在、これらの機器を国内で製造する能力は限られています。

当レポートでは、中国本土の半導体・設備市場について調査し、この新興産業を形成する技術的、経済的、政治的問題を検証しながら、半導体業界の動向、地域別動向、経済統計などについてまとめています。

目次

第1章 イントロダクション

第2章 半導体産業

  • イントロダクション
  • 中国国内半導体市場
  • 中国の半導体インフラ
  • 政府の目標
  • 中国の半導体メーカー
    • Wuxi China Resources Huajing Microelectronics
    • CSMC Technologies
    • Shanghai Huahong Grace Semiconductor Manufacturing Corporation
    • (HHGRACE)
    • Hangzhou Youwang Electronics
    • Huayue Microelectronics
    • Semiconductor Manufacturing Int'l (SMIC)
    • Advanced Semiconductor Manufacturing (ASMC)
    • Fairchild Semiconductor
    • Shanghai Belling
    • SK Hynix
    • Toshiba Semiconductor (Wuxi)
    • HeJian Technology
    • TSMC
    • Ningbo BYD Semiconductor
    • SIM-BCD
    • Intel
    • Samsung
    • Datung NXP Semiconductors
    • UMC
    • XMC
    • Shanghai Huali Microelectronics Corporation
    • GlobalFoundries
  • バックエンド製造
  • プリント回路基板（PCB）製造
  • マイクロエレクトロニクス産業機器
  • IC設計
  • 電子部品
  • 外国企業の役割
  • IC業界の評価

第3章 市場分析

  • アジアの景気回復
  • 半導体市場
  • 半導体装置市場
  • 通信

第4章 ハイテク分野

  • イントロダクション
  • 電気通信
  • オプトエレクトロニクス
  • ソフトウェア
  • 家電
  • 化学品・素材
  • 環境産業
  • ディスプレイ

第5章 ハイテク産業開発区

  • イントロダクション
  • 聖火プログラム
  • ハイテク産業開発区
    • 安徽省
    • 北京
    • 福建省
    • 甘粛省
    • 広東省
    • 広西チワン族自治区
    • 貴州省
    • 海南省
    • 河北省
    • 黒竜江省
    • 河南省
    • 湖北省
    • 湖南省
    • 内モンゴル自治区
    • 江蘇省
    • 江西省
    • 吉林省
    • 遼寧省
    • 陝西省
    • 山東省
    • 上海
    • 山西省
    • 四川省
    • 天津
    • 新疆ウイグル自治区
    • クラウド南省
    • 浙江省
  • 自由貿易地域

第6章 経済統計と分析

  • 経済情勢
  • GDP
  • 雇用部門
  • インフレ
  • 小売売上
  • 外国貿易
  • 消費者支出
  • 投資
  • 経済統計
図表

LIST OF FIGURES

  • 2.1. Fab Construction By China Region
  • 2.2. IC Technology Development In China
  • 3.1. China's GDP
  • 3.2. China's IC Production
  • 3.3. China's IC Consumption
  • 3.4. China's IC Production/Consumption Ratio
  • 3.5. China's IC Import Requirements
  • 3.6. China's IC Supply/Demand
  • 3.7. China's IC Fab Capacity
  • 3.8. IC Fab Capacity by Region
  • 3.9. China's IC Fab Capacity by Wafer Size
  • 3.10. China's IC Fab Capacity by Geometry
  • 3.11. China's IC Production by Type
  • 3.12. Global Smartphone Market
  • 3.13. China Smartphone Market Shares
  • 3.14. NAND Market By Region
  • 3.15. DRAM Market By Region
  • 3.16. TSMC Revenue By Process
  • 3.17. Semiconductor Equipment Forecast
  • 3.18. Top Semiconductor Equipment Spenders
  • 3.19. Semiconductor Equipment Revenue By Region By Quarter
  • 3.20. Semiconductor Equipment Revenues To China By Quarter
  • 3.21. Semiconductor Equipment Purchases By CXMT and YMTC
  • 3.22. China's 5G Capital Expenditure
  • 3.23. China Internet Users
  • 4.1. China LED Market
  • 4.2. China's Consumer Electronics Exports
  • 4.3. Materials Forecast By Region
  • 5.1. Map Of Regions Of China
  • 6.1. China's GDP Growth

LIST OF TABLES

  • 2.1. Chinese IC Fab Construction
  • 2.2. Chinese Foundry Construction
  • 2.3. China IC Packaging And Testing Firms: Wholly-Owned International Firms
  • 2.4. China IC Packaging And Testing Firms: Joint Ventures
  • 2.5. China IC Packaging And Testing Firms: Wholly-Owned Taiwan Firms
  • 2.6. China IC Packaging And Testing Firms: Locally-Owned Firms
  • 2.7. China fabless IC design firms
  • 2.8. Main Pure-Play Foundry Revenues
  • 3.1. Teardown Of Huawei P30 And P40
  • 3.2. Bit Growth Change For DRAMSs By Manufacturer
  • 3.3. Bit Growth Change For NAND By Manufacturer
  • 3.4. DRAM Roadmap By Manufacturer
  • 3.5. 3d NAND Roadmap By Manufacturer
  • 3.6. Top Semiconductor Foundries
  • 3.7. SMIC Fabs
  • 3.8. SMIC Revenues By Process
  • 3.9. Initial Volume Production Comparison Between TSMC and SMIC
  • 3.10. Chip Costs Per Node
  • 4.1. China's Leading Export/Import Partners For High-Technology Products
  • 4.2. Main Software Parks In China
  • 4.3. TFT-LCD Plants In China
  • 4.4. OLED Plants In China
  • 5.1. National High Technology Industry Development Zones
目次

China has made some progress in developing its domestic fabless industry, though is still dependent on importing the final manufactured product in several cases. It has also reduced its import dependence in some areas by encouraging global producers to set up manufacturing within China to serve both its local demand as well as use China as an export base. Most noticeably in recent years has been the setting up of memory plants by Samsung, Hynix, and Intel in China that has resulted in a strong CAGR of memory exports from China. However, given the continued growth of domestic tech demand as well as Chinese brand's rising share of end tech products in the global market has meant that China's demand for semiconductors has outpaced the growth of its domestic semis production and has increased demand for semi parts that it does not locally produce, resulting in larger net import of semiconductors.

Seventy percent of all tech- related imports by China are of semiconductor products, thus, making it highly dependent on foreign-sourced parts. Several of these imported semiconductors are also meant for powering its technology related exports (handsets, telco equipment, and consumer electronics). China also imports most of its equipment required for semi and display manufacturing and currently has limited capability to manufacture any of these equipment companies locally. Thus, not surprisingly, the focus of Chinese authorities, in the past decade or more, has been to develop a local semiconductor industry.

China's rising investment in the semiconductor industry is growing TAM for local equipment makers. Based on the projects we track, we expect investments in new fabs or capacity expansion will exceed US$160bn in China over the coming 5-7 years; we expect this will drive an increase in China's equipment spending to more $40 billion in 2025, with sixty percent of the investments going to memory fabs. We believe the expansion of product offerings by local equipment companies will result in significant growth opportunities over the coming five years.

While the focus on developing a domestic semiconductor industry has borne some fruit - local semis production has been growing at a 20% CAGR in recent years (including semi production by global players out of their China-based facilities) - China, as discussed in the previous section, remains a large importer of semiconductors, and hence, the need to continue to focus on developing the local industry. Geopolitical developments in recent years, particularly the inclusion of several Chinese entities (notably Huawei, Hikvision amongst others) by the US on its restricted Entity List, further adds urgency to China's initiatives to localize the tech industry and reduce its import dependence.

This 300+-page report analyzes Mainland China's semiconductor and equipment industries, examining the technical, economic, and political issues that are shaping this nascent industry.

Table of Contents

Chapter 1 Introduction

  • 1.1. Introduction

Chapter 2 Semiconductor Industry

  • 2.1. Introduction
  • 2.2. China's Domestic Semiconductor Market
  • 2.3. China's Semiconductor Infrastructure
  • 2.4. Government Goals
  • 2.5. Semiconductor Manufacturers In China
    • 2.5.1. Wuxi China Resources Huajing Microelectronics
    • 2.5.2. CSMC Technologies
    • 2.5.3. Shanghai Huahong Grace Semiconductor Manufacturing Corporation (HHGRACE)
    • 2.5.4. Hangzhou Youwang Electronics
    • 2.5.5. Huayue Microelectronics
    • 2.5.6. Semiconductor Manufacturing Int'l (SMIC)
    • 2.5.7. Advanced Semiconductor Manufacturing (ASMC)
    • 2.5.8. Fairchild Semiconductor
    • 2.5.9. Shanghai Belling
    • 2.5.10. SK Hynix
    • 2.5.11. Toshiba Semiconductor (Wuxi)
    • 2.5.12. HeJian Technology
    • 2.5.13. TSMC
    • 2.5.14. Ningbo BYD Semiconductor
    • 2.5.15. SIM-BCD
    • 2.5.16. Intel
    • 2.5.17. Samsung
    • 2.5.18. Datung NXP Semiconductors
    • 2.5.19. UMC
    • 2.5.20. XMC
    • 2.5.21. Shanghai Huali Microelectronics Corporation
    • 2.5.22 GlobalFoundries
  • 2.6. Back-End Manufacturing
  • 2.7. Printed Circuit Board (PCB) Manufacturing
  • 2.8. Microelectronics Industry Equipment
  • 2.9. IC Design
  • 2.10. Electronics Components
  • 2.11. Role Of Foreign Companies
  • 2.12. IC Industry Assessment

Chapter 3 Market Analysis

  • 3.1. Economic Recovery In Asia
  • 3.2. Semiconductor Market
    • 3.2.1. Investment Strategies
    • 3.2.2. China's Semiconductor Outlook And Made-In-China
    • 3.2.3. China Semiconductor Policy Development
    • 3.2.4. Progress On Government Investment In The Semiconductor Industry
    • 3.2.5. IC Industry Status
    • 3.2.6. China IC Fab Capacity
    • 3.2.7. Huawei's 2019 Targeted Financials
    • 3.2.8. Global Memory Market
    • 3.2.9. Chinese Memory Market
    • 3.2.10. SMIC China's Leading Foundry
    • 3.2.11. SMIC Capabilities Compared To TSMC
  • 3.3. Semiconductor Equipment Market
  • 3.4. Telecommunications
    • 3.4.1. Wireless
    • 3.4.2. Internet

Chapter 4 High-Tech Sectors

  • 4.1. Introduction
  • 4.2. Telecommunications
  • 4.3. Optoelectronics
  • 4.4. Software
  • 4.5. Consumer Electronics
  • 4.6. Chemicals/Materials
  • 4.7. Environmental Industry
  • 4.8. Display
    • 4.8.1. TFT-LCD Technology
    • 4.8.2. OLED Technology

Chapter 5 High Technology Industry Development Zones

  • 5.1. Introduction
  • 5.2. Torch Program
  • 5.3. High Technology Industry Development Zones
    • 5.3.1. Anhui Province
      • Hefei High And New Technology Industry Development Zone
    • 5.3.2. Beijing
      • Beijing Experimental Zone For The Development Of New Technology Industries
      • Changping Park Of Bez
      • Fengtai Park Of Bez
    • 5.3.3. Fujian Province
      • Fuzhou Science And Technology Park
      • Xiamen Torch High Technology Industry Development Zone
    • 5.3.4. Gansu Province
      • Lanzhou High And New Technology Industry Development Zone
    • 5.3.5. Guangdong Province
      • Foshan High And New Technology Industry Development Zone
      • Guangzhou Tianhe High And New Technology Industry Development Zone
      • Huizhou Zhongkai New Technology Industry Development Zone
      • Shenzhen Science And Technology Industrial Park
      • Zhongshan High & New Technology Innovation Service Center
      • Zhuhai High And New Technology Industry Development Zone
    • 5.3.6. Guangxi Zhuang Autonomous Region
      • Guilin High And New Technology Industry Development Zone
      • Nanning New Technology Industry Development Zone
    • 5.3.7. Guizhou Province
      • Guiyang Xintian New Technology Industry Development Zone
    • 5.3.8. Hainan Province
      • Hainan International Industrial Park
    • 5.3.9. Hebei Province
      • Baoding New Technology Industry Development Zone
      • Shijiazhuang High And New Technology Industry Development Zone
    • 5.3.10. Heilongjiang Province
      • Daqing High And New Technology Industry Development Zone
      • Harbin High And New Technology Industry Development Zone
    • 5.3.11. Henan Province
      • Luoyang High And New Technology Industry Development Zone
      • Zhengzhou High And New Technology Industry Development Zone
    • 5.3.12. Hubei Province
      • Wuhan Donghu New Technology Development Zone
      • Xiangfan High And New Technology Industry Development Zone
    • 5.3.13. Hunan Province
      • Changsha High And New Technology Industry Development Zone
      • Zhuzhou High And New Technology Industry Development Zone
    • 5.3.14. Inner Mongolia Autonomous Region
      • Baotou Rare Earth High And New Technology Industry Development Zone
    • 5.3.15. Jiangsu Province
      • Changzhou High And New Technology Industry Development Zone
      • Nanjing High And New Technology Industry Development Zone
      • Suzhou High And New Technology Industry Development Zone
      • Wuxi High And New Technology Industry Development Zone
    • 5.3.16. Jiangxi Province
      • Nanchang High And New Technology Industry Development Zone
    • 5.3.17. Jilin Province
      • Changchun High And New Technology Industry Development Zone
      • Jilin High And New Technology Industry Development Zone
    • 5.3.18. Liaoning Province
      • Anshan High And New Technology Industry Development Zone
      • Dalian High And New Technology Industrial Park
      • Shenyang New-High-Tech Industrial Development Zone
    • 5.3.19. Shaanxi Province
      • Baoji High And New Technology Industry Development Zone
      • Xi'an New Technology Industry Development Zone
    • 5.3.20. Shandong Province
      • Ji'nan High And New Technology Industry Development Zone
      • Qingdao High-Tech Industrial Park
      • Weifang High And New Technology Industry Development Zone
      • Zibo High And New Technology Industry Development Zone
    • 5.3.21. Shanghai
      • Incubator Center Of High-Technology Of China Textile International
      • Shanghai High And New Technology Industry Development Zone
      • Shanghai Zhangjiang Hi-Tech Park
    • 5.3.22. Shanxi Province
      • Taoyuan High And New Technology Industry Development Zone
    • 5.3.23. Sichuan Province
      • Chengdu High And New Technology Industry Development Zone
      • Chongqing High And New Technology Industry Development Zone
      • Mianyang High And New Technology Industry Development Zone
    • 5.3.24. Tianjin
      • Tianjin New Technology Industrial Park
    • 5.3.25. Xinjiang Uygur Autonomous Region
      • Urumqi High And New Technology Industry Development Zone
    • 5.3.26. Yunnan Province
      • Kunming High And New Technology Industry Development Zone
    • 5.3.27. Zhejiang Province
      • Hangzhou High And New Technology Industry Development Zone
  • 5.4. Free Trade Zones

Chapter 6 Economic Statistics And Analysis

  • 6.1. Economic Climate
  • 6.2. GDP
  • 6.3. Employment Sector
  • 6.4. Inflation
  • 6.5. Retail Sales
  • 6.6. Foreign Trade
  • 6.7. Consumer Spending
  • 6.8. Investments
  • 6.9. Economic Statistics