表紙:中国の半導体および半導体機器市場:中国本土の技術/経済/政治課題分析
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7953

中国の半導体および半導体機器市場:中国本土の技術/経済/政治課題分析

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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中国の半導体および半導体機器市場:中国本土の技術/経済/政治課題分析
出版日: 2021年06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

当レポートでは、中国の半導体業界および市場について省および部門別の分析や、民間企業の動態や外国投資、中国の経済状態などに関する情報をまとめています。

第1章 イントロダクション

第2章 半導体業界

  • イントロダクション
  • 中国国内の半導体市場
  • 中国の半導体インフラ
  • 政府目標
  • 中国の半導体メーカー
  • バックエンド製造
  • プリント基板(PCB)製造
  • マイクロエレクトロニクス業界向け機器
  • IC設計
  • 電子部品
  • 外資系企業の役割
  • IC業界の評価

第3章 市場分析

  • アジア経済の回復
  • 半導体市場
  • 半導体機器市場
  • 通信
    • ワイヤレス
    • インターネット
  • コンピューター

第4章 ハイテク部門

  • イントロダクション
  • 通信
    • China Telecom
    • China Mobile
    • 中国国内における競争
    • 海外との競争
  • コンピューター
    • 中国サプライヤー
    • 大手外資系サプライヤー
  • オプトエレクトロニクス
  • ソフトウェア
  • 家電
  • 化学品
  • 環境産業
  • TFT液晶技術

第5章 ハイテク業界の発展地域

  • イントロダクション
  • トーチプログラム
  • ハイテック業界の発展地域
  • 自由貿易圏

第6章 経済統計と分析

  • 経済状況
  • GDP
  • 雇用
  • インフレーション
  • 小売売上
  • 国際貿易
  • 地方部の消費
  • 投資
  • 経済統計
  • NBS(国家統計局)

第7章 中国の民間企業における課題

  • 経済改革
  • 民間部門の力学
  • 政府の方針転換
  • 民間部門の資金調達
  • WTOの下での新しい規制

第8章 外国投資

  • 外国からの直接投資
  • 建て直し
  • WTO加盟
  • 中国の信頼性
  • ベンチャーキャピタリスト
  • 中国・日本貿易

第9章 政治問題

  • 中国の外交政策
  • 一国二制度
  • 中国と台湾の関係
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 2025
    • 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