中国におけるIC設計業界の発展と主要参入企業

当レポートでは、中国におけるIC設計業界について調査し、市場の概要とともに、業界の現状と今後の発展傾向に関する考察をまとめています。

目次

第1章 中国のIC設計業界の概要

• IC設計業界の市場規模の推移
• IC設計業界の参入企業の分布

第2章 中国における大手IC設計会社の発展

• Huawei HiSilicon
• Unisoc
• GigaDevice
• Will Semiconductor

第3章 中国におけるIC設計業界の発展

• 中国の独立系IC供給率
• EDA禁止のその後の影響

第4章 MICの視点

付録

• 企業一覧

Companies covered

Baidu

Biren

Bitmain

Cadence

Geely

GigaDevice

HiSilicon

Hongxin Semiconductor

HSMC

Huawei

Jinan Quanxin

Macronix

MediaTek

Micron

OmniVision

Qualcomm

RDA Microelectronics

Siemens

Silead

Spreadtrum

Synopsys

Tsinghua Unigroup

TSMC

Unisoc

Will Semiconductor

Windbond

In October 2022, the U.S. BIS (Bureau of Industry and Security) announced the most extensive export control measures to date. Companies that export chips to China using U.S. equipment or software are required to obtain a license, regardless of where the chips are manufactured. According to the data released by the business information query platform "Qichacha" in China, as many as 5,746 chip-related companies in China faced revocation or cancellation of company registrations in 2022 alone. This figure represents a significant increase of 68% compared to 3,420 companies in 2021. It is evident that the development of China’s semiconductor industry is facing tremendous pressure, affected not only by geopolitical factors but also by Covid-19. This report focuses on the development of the Chinese IC design industry and examines important issues and key players, including HiSilicon, Unisoc, GigaDevice, and Will Semiconductor.

Table of Contents

1.Overview of the IC Design Industry in China

• 1.1 Changes in the Market Size of the IC Design Industry
• 1.2 Distribution of IC Design Industry Players
  • 1.2.1 Changes in the Number of IC Design Companies
  • 1.2.2 Distribution of IC Design Industry Players by Scale
  • 1.2.3 Distribution of IC Design Products by Category

2. Development of Major IC Design Companies in China

• 2.1 Huawei HiSilicon
• 2.2 Unisoc
• 2.3 GigaDevice
• 2.4 Will Semiconductor

3. Development of the IC Design Industry in China

• 3.1 Independent IC Supply Rate in China
• 3.2 The Subsequent Impact of the EDA Ban

4.MIC Perspective

Appendix

• List of Companies

List of Figures

• Figure 1. Shipment Value of the Semiconductor Industry in China, 2017-2021
• Figure 2. IC Design Market Size and Changes in China, 2017-2022
• Figure 3. Changes in the number of IC Design Companies in China from 2016 to 2022
• Figure 4. Scale Distribution of IC Design Industry in China in 2022
• Figure 5. Distribution of IC Design Product Revenue and Number of IC Design Companies in China
• Figure 6. GigaDevice’s Financial Report Performance from the First Quarter of 2021 to the Third Quarter of 2022
• Figure 7. GigaDevice's Revenue Proportion of Each Product Line, 1H 2020 - 1H 2022
• Figure 8. Will Semiconductor's Financial Report Performance, 1Q 2021 - 3Q2022
• Figure 9. Revenue Proportion of Will Semiconductor’s Product Lines in 2019-2021
• Figure 10. Changes in IC Self-Sufficiency Rate in China, 2010-2026