China has become the main driving force for the growth of the global integrated circuit market
Shenzhen HongYu Semiconductor Co., Ltd. / 2021-08-30 09:14:24
In recent years, China's integrated circuit industry has continued to grow rapidly, and the strength of several industry leading enterprises has increased significantly. Experts believe that the Chinese market has become one of the main driving forces for the growth of the global integrated circuit market. With the continuous rise of local integrated circuit leading enterprises, the global industrial competition pattern is expected to usher in a reshuffle in the future.
According to the statistics of China Semiconductor Industry Association, in the first half of 2015, China's integrated circuit industry grew rapidly driven by the rapid growth of design industry and manufacturing industry. In the first half of 2015, the sales volume of China's integrated circuit industry was 159.16 billion yuan, a year-on-year increase of 18.9%. Among them, the sales volume of the design industry was 55.02 billion yuan, a year-on-year increase of 28.5%; The sales volume of manufacturing industry was 39.59 billion yuan, a year-on-year increase of 21.4%; The sales volume of packaging and testing industry was 64.55 billion yuan, a year-on-year increase of 10.5%.
According to PricewaterhouseCoopers, by the end of 2014, China's share of the global semiconductor consumer market had reached a record 56.6%. Over the past 11 years, the compound annual growth rate of the Chinese market has reached 18.8%, while the compound annual growth rate of global chip consumption in the same period is only 6.6%.
As a major manufacturer of global electronic products, China's electronic information industry has rapidly improved its global position in recent years, and the industrial chain is becoming more and more mature, which provides opportunities for the development of China's integrated circuit industry. In particular, the implementation of the detailed rules of the national integrated circuit industry promotion outline last year, the launch of large fund projects and the establishment of local funds have promoted China's integrated circuit industry to usher in a new golden period of development.
Driven by the favorable conditions of all parties, the performance of China's leading integrated circuit enterprises has continued to improve in recent years. The Chinese mainland's largest and fourth largest semiconductor foundry company, SMIC recently released its second quarter results in 2015, showing that the second quarter of this year was the best in the history of SMIC, with sales of $546 million 600 thousand, up 6.9% from the same period last year. The profit was USD 76.7 million, a year-on-year increase of 35.0%.
In the field of integrated circuit design, the Institute of industry and technology predicts that the Chinese mainland IC design industry will benefit from government policy support, technological upgrading and the vast domestic demand market. The total output value of 2015 will exceed 15%. After acquiring Spreadtrum and radico and acquiring shares from Intel, Ziguang group has become a giant of domestic IC enterprises. Ziguang group plans to invest at least 30 billion yuan (about US $4.76 billion) to develop mobile chip technology in the next few years.
In the field of integrated circuit packaging, Changdian technology, the leader of domestic integrated circuit packaging, announced the acquisition of Xingke Jinpeng, the world's fourth largest integrated circuit packaging enterprise. After the acquisition in the future, Changdian technology will have a global packaging market share of more than 10%, ranking among the top three in the world.
CCID think tank believes that in 2015, the three segments of China's integrated circuit industry will go hand in hand. With the gradual completion of Ziguang's integration of Spreadtrum and radico's business, it will become the third largest mobile phone chip supplier in the world. With the completion, production and expansion of several 12 inch chip production lines such as SMIC Shenzhen, Shanghai Huali microelectronics and SMIC Beijing, the scale of domestic chip manufacturing industry will continue to expand rapidly in 2015. In the field of packaging and testing, the industry will also show a stable growth trend driven by the continuous expansion of production capacity of domestic enterprises and the acceleration of domestic capital's M & A of foreign capital.
The strong demand in the Chinese market has become one of the main drivers of the global semiconductor market. The number and scale of Chinese semiconductor enterprises are growing continuously. However, global semiconductor enterprises outside China are still the main semiconductor suppliers in the Chinese market. IC Insights recently published a ranking of enterprises in the first half of 2015, and Chinese mainland integrated circuit enterprises have not yet been selected for the top ten enterprises in the first half of the year.
CCID think tank believes that driven by the growth of the domestic complete machine market, the strength of Chinese integrated circuit enterprises will continue to improve in 2015 and begin to enter the first echelon in the world, and the global industrial competition pattern is expected to be shuffled.
According to PricewaterhouseCoopers, by the end of 2014, China had three semiconductor enterprises with an annual revenue of at least US $1 billion. Gao Jianbin, managing partner of PWC in China's communication, media and technology industry, said, "in the next few years, it is expected that more and more Chinese semiconductor enterprises will make their annual revenue exceed US $1 billion through their own growth or mergers and acquisitions."