IC insights: Chinese mainland chips account for only 4% of the world-Guangzhou Tongchuangxin Electronics Co., Ltd.

2022-11-22 12:40:35 By : Ms. minnie zhang

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According to newly published data from ICinsights, the regional market share of IDMs (companies with fabs), fabless companies and total IC sales in 2021 is led by US-based companies.Figure 1 shows IDMs and fabless companies' share of IC sales in 2021, and the total global IC market share by company headquarters location (this figure excludes pure-play foundries). VNH5019ATR-E

In 2021, U.S. companies accounted for 54% of the total global IC market (the sum of IDM and fabless IC sales), followed by South Korean companies with a 22% share.Taiwanese companies accounted for 9% of global IC sales with their fabless IC sales, while European and Japanese suppliers had a 6% share (Taiwanese companies surpassed European companies for the first time in IC industry market share in 2020. South Korea and Japanese companies have an extremely low share in the fabless IC segment, while Chinese and Taiwanese and mainland Chinese companies have a very low share in the IDM segment of the IC market. Overall, U.S.-based companies have a very low market share in IDM, fabless, and IC The overall market share of the industry is the most balanced. In 2021, the IC sales market share of Japanese companies continues to maintain a good trend that began in the 1990s. As shown in Figure 2, Japanese companies accounted for nearly 100% of the global IC market share in 1990. However, this share has declined sharply in the past 30 years, to only 6% in 2021. Although the market share decline of European companies is not as large as that of Japanese companies, European companies only accounted for 6% of the global IC market last year, which is low. 9% in 1990.

Compared to the declining IC market share of Japanese and European companies over the past 30 years, the share of US and Asian IC suppliers has been climbing since 1990.As shown in Figure 2, Asian companies have seen their share of the global IC market soar from a meager 4% in 1990 to 34% in 2021.This increase in share among Asian IC suppliers equates to a 31-year IC sales CAGR of 15.9%, almost double the 8.2% CAGR for the total IC market over the same period.

How many chips did China produce?

Most recently, IC Insights' Global Wafer Capacity Report 2021-2025 lists worldwide monthly installed wafer capacity by geographic region (or country).Figure 1 shows the installed capacity by region as of December 2020.It is important to emphasize what the data represent, as each regional figure is the total monthly installed capacity of factories located in that region, regardless of where the company owning the factory is headquartered.For example, South Korea's Samsung's installed wafer capacity in the United States is included in North America's total capacity, but not in South Korea's total capacity.The ROW "region" primarily includes Singapore, Israel, and Malaysia, but also includes countries such as Russia, Belarus, and Australia.

Some of the observations from the Global Wafer Capacity Report 2021-2025 regarding IC capacity trends by region include:

• As of December 2020, Taiwan, China has the world's leading wafer capacity installed, with a market share of 21.4%.In second place is South Korea, accounting for 20.4% of global wafer production capacity.Taiwan is the capacity leader for 200mm wafers.In terms of 300mm wafers, South Korea is in the forefront, followed by Taiwan, China.Samsung and SK Hynix continue to aggressively expand their factories in South Korea to support their high-volume DRAM and NAND flash businesses.

After surpassing Japan in 2011, China Taiwan surpassed South Korea in 2015 to become the largest capacity holder.Taiwan is expected to remain the region with the largest wafer production capacity by 2025.The region is expected to increase fab capacity by 1.4 million wafers per month (eight-inch equivalent) between 2020 and 2025.

• Mainland China accounted for 15.3% of global production capacity at end-2020, almost on par with Japan.It is expected that in 2021, the installed capacity of mainland China will surpass that of Japan.In 2010, China's wafer production capacity accounted for the first time surpassed that of Europe, in 2016 it surpassed the production capacity of the ROW region for the first time, and in 2019 it surpassed the production capacity of North America for the first time.

• Mainland China is expected to be the only region to see a percentage increase in capacity share between 2020 and 2025 (3.7 percentage points).While expectations for major new DRAM and NAND fab launches dominated by mainland China have subsided, memory makers and local IC makers headquartered in other countries will also have significant wafer capacity coming into China in the coming years.

• North America's share of capacity is expected to decline over the forecast period, as the region's large fabless supplier industry continues to rely on foundries, primarily in Taiwan.Europe's share of capacity is also expected to continue to shrink slowly.

China's semiconductor industry in 2024: second only to the United States and South Korea

Global chip sales from Chinese companies are on the rise, mainly as a result of heightened U.S.-China tensions and nationwide efforts to boost China's chip industry, SIA reported.Just five years ago, sales of semiconductor devices in mainland China were $13 billion, accounting for just 3.8 percent of global chip sales, SIA said.However, according to SIA's analysis, in 2020, the semiconductor industry in mainland China achieved an unprecedented annual growth rate of 30.6%, with total annual sales reaching US$39.8 billion.The jump in growth helped mainland China capture 9% of the global semiconductor market in 2020, overtaking Taiwan for the second year in a row, and trailing Japan and the European Union with 10% each.If the semiconductor development in mainland China continues to maintain a strong momentum-maintaining a compound annual growth rate of 30% in the next three years-and assuming that the industry growth rate in other countries/regions remains unchanged, by 2024, the annual revenue of the semiconductor industry in mainland China It could reach $116 billion, more than 17.4% of the global market share.That would put mainland China second only to the US and South Korea in global market share.

Equally astonishing is the number of new companies that China has flooded into the semiconductor industry.According to SIA, in 2020, nearly 15,000 companies in mainland China have registered as semiconductor companies.A large number of these new companies are fabless startups specializing in GPU, EDA, FPGA, AI computing and other high-end chip designs.Many of these companies are developing advanced chips, designing and tapering equipment on leading-edge process nodes.Sales of high-end logic devices in China are also accelerating, with the total revenue of China's CPU, GPU, and FPGA sectors growing at a rate of 128% per year to nearly $1 billion in revenue in 2020, up from $60 million in 2015.

Chinese semiconductor companies see strong growth

In all four sub-sectors of China's semiconductor supply chain - fabless, IDM, foundry and OSAT - Chinese companies recorded rapid revenue growth last year, with annual growth rates of 36%, 23%, 32%, twenty three%.In SIA analysis.China's leading semiconductor companies are expected to expand domestically and globally in multiple sub-markets.

SIA analysis further shows that in 2020, mainland China's market share in the global fabless semiconductor field is as high as 16%, ranking third, second only to the United States and Taiwan, and higher than 10% in 2015.Benefiting from China's huge consumer market and 5G market, Huawei's HiSilicon, China's largest chip designer, generated nearly $10 billion in revenue in 2020 despite tightening export controls (mainly due to large inventories shown by official Chinese trade data). income.Other Chinese fabless companies such as communications chip supplier Unisoc, MCU and NOR flash designer GigaDevice, fingerprint chip company Goodix, and image sensor designers Galaxycore and OmniVision, a U.S. headquarters acquired by China, all reported With a 20-40% annual growth rate, it has become China's top fabless company.

At the same time, Chinese consumer electronics and home appliance OEMs and leading Internet companies have also increased their expansion into the semiconductor field by designing chips in-house and investing in established semiconductor companies, and have made significant progress in designing advanced chips and building domestic chips progress.

Chip manufacturing in mainland China continues to expand

China is also maintaining strong growth in building out its semiconductor manufacturing supply chain, with 28 new fab construction projects announced domestically in 2021, with new plans totaling $26 billion.SMIC and other Chinese semiconductor leaders announced the construction of more factories, focusing on mature technology nodes.With the support of all parties, wafer manufacturing startups continue to emerge in the field of back-edge manufacturing.

In terms of chip manufacturing, China's semiconductor industry has been greatly affected by the inclusion of Huawei and SMIC on the US government's entity list (China's most advanced chip design and foundry, respectively).As a result of this change, from September 2020 to November 2021, Chinese wafer manufacturers added nearly 500,000 wafers/month (WPM) capacity at mature nodes (>=14nm), while at advanced nodes Only 10,000 pieces of production capacity have been added.Wafer capacity growth in China alone accounted for 26% of the global total.In 2021, China will also start commercial shipments of domestic mobile 19nm DDR4 DRAM devices and 64-layer 3D NAND flash memory chips, and will begin trials of 128-layer products.Although China's memory industry is still in the early stages of development, it is expected that Chinese memory companies will achieve a compound annual growth rate of 40-50% in the next five years and be highly competitive.In terms of back-end production, China is the global leader in outsourced assembly, packaging and testing (OSAT), with its top three OSAT players accounting for more than 35% of the global market share.

There are indications that China's rapid growth in semiconductor chip sales is likely to continue, thanks in large part to the government's firm commitment and strong policy support in the face of deteriorating U.S.-China relations.While China still has a long way to go to catch up with existing industry leaders—especially in advanced-node foundry production, equipment, and materials—the next decade is expected to The annual gap will be further narrowed.

About Electronic Components Distributor Guangzhou Tongchuangxin

Guangzhou Tongchuangxin is a b2b electronic contract manufacturer with multiple procurement points for electronic components.We can source and source hybrid electronic components and ICs at favorable prices and meet customer needs.No matter what component you want, no matter the quantity, you can buy it from Tongchuangxin with reasonable price and traceable quality.

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