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世界と中国のファウンドリ産業の分析 (2014〜2015年)

Global and China Foundry Industry Report, 2014-2015

発行 ResearchInChina 商品コード 312749
出版日 ページ情報 英文 101 Pages
納期: 即日から翌営業日
価格
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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世界と中国のファウンドリ産業の分析 (2014〜2015年) Global and China Foundry Industry Report, 2014-2015
出版日: 2015年07月01日 ページ情報: 英文 101 Pages
概要

世界のファウンドリ産業の規模は、2014年には461億米ドル (前年比18.2%増) に達しました。さらに、2015年には528億米ドル (同14.5%増)、2016年には583億米ドル (同6.4%増) に達し、2017年には3.7%成長する見通しです。2016年以降、スマートフォン/タブレット需要の飽和化やPC需要の不振、世界経済の低迷 (特に中国経済の成長率低下) などが要因となり、市場成長率は大幅に低下していくと考えられています。大手メーカーや投資家集団も資金調達に苦慮する中で、中国の投資化による国外のファウンドリ買収も噂されています。

当レポートでは、全世界および中国におけるファウンドリ産業について分析し、世界の半導体産業の全体的な構造・動向や、関連産業の動向・関係性、世界と中国のファウンドリ産業の概況と市場動向、業界内部のランキング(全世界/中国国内)、主要企業のプロファイルなどの情報をお届けいたします。

第1章 世界の半導体産業

  • 半導体市場の概要
  • 半導体産業のサプライチェーン
  • 半導体産業の概要

第2章 ファウンドリの下流工程市場

  • 携帯電話市場
  • 世界の携帯電話産業
  • 中国の携帯電話市場
  • ラップトップPC市場
  • タブレットPC市場
  • サーバ市場

第3章 ファウンドリ産業

  • 産業規模
  • 産業内競争
  • 業界内のランキング
  • 7nm世代のファウンドリ
  • 中国のIC市場
  • 中国の半導体産業
  • 中国政府の半導体産業への支援策
  • 中国の半導体業界における近年の企業合併・買収 (M&A)
  • 中国のIC産業の発展予測
  • 中国のファウンドリ産業の発展目標
  • 中国国内の半導体装置産業

第4章 ファウンドリ・ベンダー

  • TSMC
  • UMC
  • SMIC
  • VIS
  • POWERCHIP
  • HHGRACE
  • DONGBU HITEK
  • TOWER
  • X-FAB
  • ASMC
  • Samsung
  • MAGNACHIP
  • GLOBALFOUNDRIES
  • 富士通
  • Huali Microelectronics
  • XMC

図表一覧

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目次
Product Code: ZYW210

Global and China Foundry Industry Report, 2014-2015 highlights the followings:

  • 1. Analysis of global semiconductor market and industry
  • 2. Analysis of Chinese semiconductor market and industry
  • 3. Analysis of global and China foundry industry
  • 4. Study of 16 foundry vendors

Global foundry industry was worth about USD46.1 billion in 2014, up 18.2% from 2013, and is expected to reach USD52.8 billion in 2015, a year-on-year growth of 14.5%, and USD58.3 billion in 2016, rising by 6.4% against 2015, and increase by just 3.7% in 2017.

Substantial decline in growth rate of global foundry market in 2016 can be attributable to following aspects. First, markets for main electronic products like smartphone, tablet PC and laptop computer peaked in 2014 and has stalled or slid in 2015, with notable drop having been seen in tablet PC market. Device market lags slightly and will experience slowdown in 2016. Second, worldwide deflation and price slump of bulk commodities led by oil and iron ore may trigger a ripple effect, causing a fall in prices of semiconductor equipment. Third, global economic recovery could come to a standstill, as US Q1 GDP contracted 0.7% and China's GDP growth slowed down sharply.

Despite expansion in overall market size, for most companies, the market maybe contract after 2016. Growth comes mainly from the industry leader- TSMC. In spite of competition from Samsung, Global Foundries and even Intel, TSMC will further raise its market share.

The one that is in the most dangerous situation is Global Foundries, which is backed by UAE's sovereign fund. Prolonged low oil price is not a good thing for UAE that relies heavily on oil, and it is inevitable that the country's fiscal revenue will go down. Global Foundries will finally become an abyss, as its losses are widening. Nearly ten billion dollar investment in Global Foundries will not be appreciated obviously. If oil price remains below USD40 for a long time, UAE's sovereign fund will surely sell Global Foundries and buyers are likely to be Chinese investors.

It was rumored recently that Chinese investors intended to acquire Global Foundries. If this became true, TSMC will have one less tough competitors. As Samsung's profit from mobile phone business drops, Memory has become main source of Samsung's profit. Moreover, Foundry makes meager profits or even losses, so Samsung will be more focused on Memory rather than Foundry. As to Intel, it has been groping in Foundry field with technologies that are the most advanced but not recognized by customers, showing that the most advanced is not necessarily the best.

It is very unlikely that Samsung will succeed in Foundry, as most of global electronics companies are direct or indirect rivals of Samsung, and no one will support its competitor for a long time. Furthermore, Samsung gets involved in legal battles with a large number of electronics companies over patent or other aspects, like patent dispute between the world's largest Graphic IC vendor NVIDIA and Samsung. NVIDIA only symbolically places orders with Samsung, but the number of orders to Samsung could be ignored, just a strategy for NVIDIA to bargain with TSMC, which is adopted by majority of electronic companies, especially during economic downturn, when they put more orders with TSMC.

In Foundry field, advanced technology doesn't always deliver good business performance. Take Global Foundries for example, technologically staying at same level with Samsung and IBM, Global Foundries recorded a widened net loss from USD900 million in 2013 to USD1.5 billion in 2015. EBITDA was much worse, down from USD1 billion in 2012 to more than USD400 million in 2014. EBITDA margin stood at only 11%, below the industry average.

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Table of Contents

1 Global Semiconductor Industry

  • 1.1 Overview of Semiconductor Market
  • 1.2 Semiconductor Industry Supply Chain
  • 1.3 Overview of Semiconductor Industry

2 Foundry Downstream Market

  • 2.1 Mobile Phone Market
  • 2.2 Global Mobile Phone Industry
  • 2.3 Chinese Mobile Phone Market
  • 2.4 Laptop Computer Market
  • 2.5 Tablet PC Market
  • 2.6 Server Market

3 Foundry Industry

  • 3.1 Industry Size
  • 3.2 Industry Competition
  • 3.3 Industry Ranking
  • 3.4 7nm Foundry
  • 3.5 Chinese IC Market
  • 3.6 China Semiconductor Industry
  • 3.7 Chinese Government's Supportive Policies for Semiconductor Industry
  • 3.8 Recent M&As in China's Semiconductor Field
  • 3.9 Forecast of China IC Industry Development
  • 3.10 Development Goals of China Foundry Industry
  • 3.11 China's Local Semiconductor Device Industry

4 FOUNDRY Vendors

  • 4.1 TSMC
  • 4.2 UMC
  • 4.3 SMIC
  • 4.4 VIS
  • 4.5 POWERCHIP
  • 4.6 HHGRACE
  • 4.7 DONGBU HITEK
  • 4.8 TOWER
  • 4.9 X-FAB
  • 4.10 ASMC
  • 4.11Samsung
  • 4.12 MAGNACHIP
  • 4.13 GLOBALFOUNDRIES
  • 4.14 Fujitsu
  • 4.15 Huali Microelectronics
  • 4.16 XMC

Selected Charts

  • Global Semiconductor Market Size, 2013-2019E
  • Global Semiconductor Market Breakdown by Product, 2012-2016E
  • Market Size Growth of Various Semiconductor Products, 2012-2016E
  • Semiconductor Outsourced Supply Chain
  • Semiconductor Company Systems
  • Semiconductor Outsourced Supply Chain Example
  • Food Chain IC CAD Design Industry
  • Top25 Semiconductor Sales Leaders, 2014Q1
  • Top25 Semiconductor Sales Leaders, 2015Q1
  • Worldwide IC Sales by Company Headquarters Location, 1990-2013
  • Fabless IC Sales Market Share by Company Headquarters Location, 2013
  • Top 10 IC Manufacturers in China, 2008-2013
  • Mainstream Tech-node on Typical Smartphone IC, 2011-2018E
  • Average IC Costs Per Mobile Phone, 2008-2016E
  • Frequency Bands Per Mobile Handset Device, 2000-2018E
  • Cellular Terminal Shipment Forecast by Cellular Standard, 2000-2018E
  • LTE-enabled Cellular Terminal Forecast, 2011-2018E
  • Shipments of Major Mobile Phone Vendors, 2015Q1
  • Market Share of Major Mobile Phone Vendors, 2015Q1
  • Market Share of Major Mobile Phone Operating Systems, 2015Q1
  • Worldwide Smartphone Sales to End Users by Vendor in 2014 (Thousands of Units)
  • Worldwide Smartphone Sales to End Users by Operating System in 2014 (Thousands of Units)
  • Shipments of Global Top10 Mobile Phone Vendors, 2014
  • Market Share of Major Chinese Smartphone Vendors, 2014
  • Market Share of Major Vendors in Chinese 4G Mobile Phone Market, 2014
  • Laptop Computer Shipments, 2008-2015
  • Shipments of Major Global Notebook PC ODM Vendors, 2010-2014
  • Global Tablet PC Shipments, 2011-2016E
  • Shipments of Top5 Tablet PC Vendors, 2014Q4
  • Shipments, Market Share and Growth of Top5 Tablet PC Vendors, 2014
  • Global Server Market Size, 2013-2018E
  • Worldwide Server Systems Factory Revenue of Top 5 Corporate Family, 2013
  • Worldwide Server Systems Factory Revenue of Top 5 Corporate Family, 2014Q4
  • Market Share of Global Server Vendors, 2015
  • Global Foundry Market Size, 2008-2017E
  • Global Foundry Capacity by Node, 2012-2018E
  • Global Foundry Revenue by Node, 2012-2018E
  • Global Foundry Ranking by Revenue, 2005-2014
  • Ranking of Global Foundries by Sales, 2005-2014
  • Operating Profit Margin of Major Global Foundries, 2013-2015
  • Chinese IC Market Size, 2011-2017E
  • China's IC Imports, 2006-2014
  • China's IC Exports, 2006-2014
  • Sales of China IC Industry, 2008-2014
  • Capex of China IC Industry, 2008-2014
  • Top 10 IC Design Houses in China by Sales, 2004&2014
  • China Foundry Sales Share of the Pure-play IC Foundry Market, 2002-2018E
  • China National IC Fund Structure
  • Organizational Structure of TSMC
  • Revenue, Gross Margin and Operating Margin of TSMC, 2005-2015
  • Wafer Shipments and Utilization of TSMC, 2012-2014
  • Consolidated Statement of Financial Position Data of TSMC, 2012-2014
  • Quarterly Revenue VS Gross Margin of TSMC, 2013Q1-2015Q1
  • Quarterly Revenue VS Net Margin of TSMC, 2013Q1-2015Q1
  • Quarterly Shipment VS Operation Margin of TSMC, 2013Q1-2015Q1
  • Quarterly Revenue of TSMC by Node, 2012Q1-2015Q1
  • Quarterly Revenue Breakdown of TSMC by Application, 2012Q1-2015Q1
  • Quarterly Revenue Breakdown of TSMC by Region, 2012Q1-2014Q2
  • Quarterly Wafer Shipments and ASP of TSMC, 2013Q1-2015Q1
  • Fab List of TSMC
  • Financial Figures of TSMC's Shanghai Factory, 2013
  • Revenue and Operating Margin of UMC, 2004-2015
  • Shipments and Capacity Utilization of UMC, 2004-2014
  • Quarterly Shipment VS utilization of UMC, 2013Q1-2015Q1
  • Quarterly Revenue and Gross Margin of UMC, 2012Q3-2015Q1
  • Quarterly Revenue Breakdown of UMC by Node, 2012Q3-2015Q1
  • Quarterly Revenue Breakdown of UMC by Region, 2012Q3-2015Q1
  • Quarterly Revenue Breakdown of UMC by Application, 2012Q3-2015Q1
  • Quarterly Capacity of UMC, 2006Q1-2015Q2
  • Operating Revenue Breakdown of UMC by Location of Customers, 2012-2014
  • Milestones of SMIC
  • Fab Capacity of SMIC
  • Revenue and Operating Margin of SMIC, 2003-2015
  • Capacity of SMIC, 2008-2014
  • Gross Margin of SMIC, 2008-2014
  • Balance Sheet of SMIC, 2015Q1
  • Cash Flow of SMIC, 2015Q1
  • Net Profit and Gross Margin of SMIC, 2011Q3-2015Q1
  • EBITDA of SMIC, 2011Q3-2015Q1
  • Utilization Rate of SMIC, 2011Q3-2015Q1
  • Revenue Breakdown of SMIC by Region, 2010-2014
  • Quarterly Revenue Breakdown of SMIC by Geography, 2013Q2-2015Q1
  • Revenue Breakdown of SMIC by Application, 2010-2014
  • Quarterly Revenue Breakdown of SMIC by Application, 2013Q2-2015Q1
  • Revenue Breakdown of SMIC by Node, 2010-2014
  • Quarterly Revenue Breakdown of SMIC by Node, 2013Q2-2015Q1
  • Quarterly Capacity of SMIC, 2013Q2-2015Q1
  • SMIC Technology Migration on Application
  • Organizational Structure of VIS
  • Revenue and Operating Margin of VIS, 2005-2015
  • Quarterly Revenue and Gross Margin of VIS, 2012Q1-2015Q1
  • Quarterly Revenue and Utilization Rate of VIS, 2012Q1-2015Q1
  • Quarterly Revenue Breakdown of VIS by Node, 2012Q4-2015Q1
  • Quarterly Revenue Breakdown of VIS by Application, 2012Q1-2015Q1
  • Quarterly Revenue Breakdown of VIS by Product, 2012Q1-2015Q1
  • Organizational Structure of Powerchip
  • Monthly Revenue of Powerchip, May 2013-May 2015
  • Revenue, Gross Profit and Operating Income of HHGrace, 2011-2015
  • Revenue, Net Income and Asset-liability Ratio of Huahong Group, 2011-2014
  • Revenue Breakdown of HHGrace by Product, 2011-2014
  • Revenue Breakdown of HHGrace by Node, 2011-2014
  • Capacity Utilization of HHGrace, 2011-2014
  • Revenue Breakdown of HHGrace by Client, 2011-2014
  • Revenue Breakdown of HHGrace by Region, 2011-2014
  • Revenue Breakdown of HHGrace by Application, 2011-2014
  • Revenue and Operating Margin of DongbuHiTek, 2005-2015
  • Fabs of DongbuHitek
  • Revenue and Gross Margin of TowerSemi, 2003-2015
  • Tower Semiconductor Shareholders Structure
  • Revenue and Gross Margin of ASMC, 2003-2015
  • Revenue Breakdown of ASMC by Application, 2013Q2-2015Q1
  • Revenue Breakdown of ASMC by Region, 2013Q2-2015Q1
  • Revenue Breakdown of ASMC by Client, 2013Q2-2015Q1
  • Revenue Breakdown of ASMC by Fab, 2013Q2-2015Q1
  • Utilization Rate of ASMC, 2013Q2-2015Q1
  • Revenue and Operating Margin of Samsung's System LSI Division, 2010-2015
  • Revenue Breakdown of Samsung's System LSI Division by Business, 2011-2015
  • Revenue and Gross Margin of MagnaChip, 2005-2015
  • Revenue and Operating Margin of MagnaChip, 2005-2015
  • Revenue Breakdown of MagnaChip by Product, 2004-2014
  • Revenue Breakdown of MagnaChip by Region, 2006-2014
  • Wafer Fabs of MagnaChip
  • Financial Figures for Global Foundries, 2012/2013
  • Milestones of Global Foundries
  • Global Footprints of Global Foundries
  • Revenue and Operating Margin of Fujitsu's Devices Solution, FY2006-FY2015
  • Roadmap of XMC
  • XMC's 3D IC Technology Platform
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