The global semiconductor industry has shifted to the Asia-Pacific region, and China's semiconductor industry has integrated into the global industrial chain.

In 2006, the global semiconductor market reached $24.77 billion. The main application fields include computer, consumer electronics, communication and so on. Under the influence of factors such as the transfer of electronic manufacturing industry and cost difference, the global semiconductor industry has an obvious trend of transferring to the Asia-Pacific region. Chinese mainland's semiconductor industry lags behind advanced countries, and most mainland enterprises are located in the middle and lower reaches of the global industrial chain. China's semiconductor industry has become an integral part of the global industrial chain, with rapid growth in output and output value, but the technical content and added value of products are low.

In 2007, the semiconductor industry fluctuated greatly and had a good long-term development prospect.

Silicon cycle in semiconductor industry is difficult to eliminate. In the first half of 2007, the growth rate of the global semiconductor market dropped significantly due to factors such as rising memory prices. By the second half of 2007, due to the reduction of excess inventory and the control of capital expenditure, the semiconductor market began to pick up. It is predicted that the growth rate of semiconductor industry will return to a higher level in 2008. In the long run, the downstream application fields supporting the development of the semiconductor industry are still in a stable development stage, and the technological update of the semiconductor industry has not stopped. Product renewal interacts with demand to promote the sustainable growth of semiconductor industry.

The growth rate of China's semiconductor market is much higher than that of the global market.

China's semiconductor market is not only influenced by the global market, but also has its own operating characteristics.

China's semiconductor application industry, PC and other traditional fields still maintain steady growth, consumer electronics, digital TV, automotive electronics, medical electronics and other fields are in a period of rapid growth, and 3G communication and other fields are in the initial stage of growth. The growth rate of China's integrated circuit market is much faster than that of the global market, which is an important driving factor for the global market growth. In 2006, China's integrated circuit market has become the largest in the world.

The scale of semiconductor industry in China has expanded rapidly, and the industrial structure has been gradually optimized.

The scale of China's semiconductor industry is also growing rapidly. While the packaging and testing industry has maintained rapid growth, the proportion of design and manufacturing industry has gradually increased and the industrial structure has been optimized. Thanks to the joint efforts of relevant management departments, scientific research institutions and enterprises, China has systematically carried out the work of standard formulation and patent application, effectively ensuring that local enterprises can share in the fast-growing electronic equipment market in the Mainland from the middle and upstream industrial chain links such as design and manufacturing.

Discrete devices and semiconductor materials industry is an important part of semiconductor industry in China.

Integrated circuits are the largest part of the semiconductor industry. Discrete devices, semiconductor materials and packaging materials are also important components of the semiconductor industry. The market and industry of discrete devices and semiconductor materials in Chinese mainland are also developing rapidly.

listed company

Listed companies in Chinese mainland semiconductor industry are facing many challenges. Technology upgrading and product updating are the prerequisites for the survival and development of enterprises. Semiconductor material manufacturers have strong pricing ability, and there is great room for growth under the premise of maintaining product upgrading; The overall situation of the packaging and testing company is good; The development of discrete device enterprises is unbalanced.

Brief introduction of global semiconductor industry

According to WSTS statistics, the global semiconductor market sales in 2006 reached $247.7 billion, an increase of 8.9% over 2005. The output was 565,438 0.92 billion tablets, an increase of 654.38 04.0% compared with 2005. The average earnings per share was $0.477, down 4.5% from 2005.

Globally, 3C industry, including computer, communication and consumer electronics, is the largest application field of semiconductor products, followed by automotive electronics and industrial control.

The United States, Japan, Europe, South Korea and Taiwan Province Province of China are leading countries and regions in semiconductor industry. In 2006, the top 25 semiconductor companies in the world were all located in the United States, Japan, Europe and South Korea. In 2005, the United States and Japan accounted for 48% and 23% of the market respectively, totaling 7 1%. The semiconductor industry in South Korea and Taiwan Province Province has developed rapidly. South Korea's Samsung has ranked second in the world; In the first half of 2007, TSMC's revenue increased greatly, and its ranking quickly rose to the sixth place, becoming the only company in Taiwan Province Province that entered the top 20 in the first half of 2007, which reflected from one aspect that the OEM industry in Taiwan Province Province was very developed.

Brief introduction of China market

China has become the world's largest semiconductor market, and has maintained rapid growth. In 2006, the semiconductor market in China exceeded 580 billion, of which the integrated circuit market reached 486.3 billion US dollars, an increase of 27.8% over 2005, far higher than the global market growth rate of 8.9%. China has reached a quarter of the global market share.

While the market is growing, the semiconductor industry in China is also growing rapidly. Take the integrated circuit industry as an example. In 2006, China produced 35.56 billion integrated circuits, a year-on-year increase of 36.2%. Realized income of 654.38+000.63 billion yuan, up 43.3% year-on-year. The proportion of China's semiconductor industry in the world is still relatively low, but the growth rate far higher than the global overall level gives us hope.

The application fields of integrated circuits in China are similar to those in the international market. In 2006, 3C (computer, communication, consumer electronics) accounted for 88.5% of the whole application market, which was higher than the global proportion. However, the proportion of automotive electronics is 1.3%, which is higher than that of 1. 1% in 2005 and still significantly lower than the global market of 8.0%. Correspondingly, the sales volume of China automobile market is increasing, and the proportion of domestic automobile electronics is also increasing. This shows that there is still a lot of room for growth in the application of integrated circuits in automotive electronics and other fields in China.

China's position in the international semiconductor industry

China's semiconductor market has a high import rate, and more than 80% of semiconductor devices are imported. The income of domestic semiconductor industry is far less than that of domestic market.

In 2006, the scale of domestic integrated circuit market reached 580 billion, while the income of domestic integrated circuit industry was 10063 billion.

The output of many electronic information products in China ranks first in the world, including desktop computers, notebook computers, mobile phones, digital cameras, televisions, DVD and MP3 players. China has surpassed the United States to become the world's largest application country of integrated circuit products. But at present, domestic enterprises can only meet less than 20% of the demand for integrated circuit products, and others rely on imports.

The top ten semiconductor products in Chinese mainland market are multinational companies. The average income of these ten companies is 265,438+0% from China market. This is basically consistent with the proportion of China market in the global market. In 2006, the total revenue of these ten companies in China accounted for 34.55438+0% of the semiconductor market in Chinese mainland. The above two sets of figures reflect from another side that multinational companies occupy a high market share in China. Domestic semiconductor market is highly dependent on imported products.

Although China imports a lot of semiconductors, it also exports a high proportion. In 2005, 64% of domestic semiconductor products were exported. This phenomenon is called "big inflow and big outflow", which is mainly caused by the characteristics of China's industrial chain.

Generally speaking, China's imports of integrated circuits far exceed its exports. According to customs statistics, in 2006, the import volume of integrated circuits and microelectronic components in China was $654.38+0035 billion, while the export volume was $20 billion, with a huge deficit.

Because of China's competitive advantage in labor force, international semiconductor enterprises have moved their relatively low-tech and labor-intensive industrial chain links to China. China's semiconductor industry has gradually become a part of the international industrial chain. Due to the adjustment and transfer of industrial chain, China's semiconductor industry is given priority in low-tech, labor-intensive and low added value. In 2006, the proportion of IC design, manufacturing and packaging testing in China was 18.5%, 30.7% and 50.8% respectively. It is generally believed that the reasonable ratio is 3:4:3. Packaging testing is one step ahead in China, with the fastest development and the largest scale, which is a relatively full link for the global semiconductor industry to transfer to China. The upstream IC design has become the weakest link. Chip manufacturing is somewhere in between. At present, multinational companies have gradually moved their chip manufacturing to China, and domestic enterprises such as SMIC have also developed rapidly.

This industrial structure shows that most domestic semiconductor enterprises do not directly face the users of semiconductor products-electronic equipment manufacturers and industrial and military equipment manufacturers, and even most of them do not directly share the domestic market. More as an intermediate link in the international semiconductor industry chain, it indirectly serves the international and domestic electronic equipment markets. This kind of structure has low profit level and weak pricing ability, and the customer structure has a great influence on enterprise performance. The reason is that the domestic technology level is low, high-end core chips, key equipment, materials and IP are basically imported, and relevant standards and patents are subject to people. The development of domestic enterprises is not mature enough, and the scale is small, and the three links of design, manufacturing and application are out of touch.

Corresponding to the status of industrial chain, most enterprises in Chinese mainland are OEM enterprises, which is similar to the industrial characteristics of Taiwan Province Province. Most international semiconductor multinational companies are in the form of IDM.

In 2007, the global semiconductor market fluctuated, and the future growth prospect was good.

For a long time, the semiconductor industry has been characterized by industry fluctuations.

The periodicity of silicon will exist for a long time. This is determined by the status of the semiconductor industry. The semiconductor industry itself has a long industrial chain.

At the same time, the semiconductor industry itself is the intermediate link of the electronic equipment industry chain. External disturbance factors, such as downstream demand and price changes, and internal disturbance factors, such as industrial technology upgrading, will inevitably produce conduction effects in the whole industrial chain. There is a delay in the conduction process, which leads to the lag of the semiconductor company's response. The semiconductor industry can only improve the predictability of downstream demand, and make predictions on price, demand and inventory changes as soon as possible to minimize the fluctuation range. However, the volatility of the semiconductor industry will exist for a long time.

In 2006, global mobile phone sales increased by 265,438+0%.

In 2006, the global mobile phone sales volume was 990.8 million units, up by 265,438+0% year-on-year, of which the sales volume in the fourth quarter of 2006 was 284 million units, accounting for 28.5% of the whole year.

Gartner predicts that the mobile phone sales in 2007 will be 654.38+0.2 billion, an increase of 200 million over 2006. The mobile phone market is growing steadily. As a personal mobile terminal, mobile phones will integrate more and more functions, including GPS, mobile TV and so on, in addition to the communication and music playing functions that have been initially popularized. The gradual deployment of 3G has also greatly promoted the growth of the mobile phone market. The mobile phone chip includes signal processing, memory and power management. Figure 9 reflects the increase in memory requirements of mobile phones.

From 2006 to 20 1 1 year, the global digital TV market will double.

ISuppli predicts that from 2006 to 20 1 1 year, the global digital TV semiconductor market will double, from 7 1 billion dollars to 142 billion dollars.

The chip application of digital TV includes input and output circuit, driving circuit, power management and so on. There are many factors that promote the growth of digital TV, including the decline in the price of flat-panel TV, the popularity of new generation DVD players and the promotion of high-definition TV. In addition, many governments have announced plans to switch from analog TV to digital TV broadcasting system. For example, on February 17, 2009, analog TV in the United States will stop broadcasting and all will switch to digital TV broadcasting.

"Ecological" Environment of Semiconductor Industry in Chinese mainland

As a part of the international industrial chain, Chinese mainland's semiconductor industry is mainly OEM, and its industrial structure is mainly packaging and testing. The semiconductor manufacturing industry is developing rapidly. In the future, China's semiconductor industry will be more closely linked with the international industrial environment.

Generally speaking, the scale and market share of domestic enterprises are relatively small, the products are single, the enterprise development and technical level are not mature enough, and the industry is in the growth stage. Downstream communication, consumer electronics, automotive electronics and other industries are also emerging markets, with the development level lower than the international advanced level and the development speed faster than the international average level. Various factors * * * work together, which makes the development of semiconductor industry in China not completely synchronized with the international, and has its own industrial "ecological environment" with different development characteristics.

In the first half of 2007, although the global market growth rate was only 2%, the mainland of China still maintained a high growth rate. In the first half of the year, the total output of integrated circuits in China increased by 65.438+05.2% year-on-year, reaching 65.438+09.274 billion chips. * * * The total sales revenue reached 60.722 billion yuan, a year-on-year increase of 33.2%. Compared with 48% in the first half of 2006, the income growth rate has decreased, partly due to the influence of the international market, but to a considerable extent, it is caused by factors such as the increase of domestic industrial income base and the internal development law.

The growth rate of China's semiconductor market and industrial scale is much higher than the global overall growth rate.

Benefiting from the transfer of international electronic manufacturing industry to China Mainland and China's demand for computers, communications and electronic consumption, the scale of the semiconductor market in China Mainland has grown much faster than that in the global market, and it has become an important driving region for the growth of the global semiconductor market.

As an important part of semiconductor industry, the scale of domestic integrated circuit industry is also the fastest growing in the world. At the beginning of 1990s, the scale of China's integrated circuit industry was only 654.38+0 billion yuan, and in 2000 it exceeded/kloc-0.0 billion yuan, which took nearly 6,543.8+0 years. It took only six years to grow from 100 billion in 2000 to100 billion in 2006. By the end of this year, the total revenue of China's integrated circuit industry is expected to exceed 8% of the world, and the goal of "domestic integrated circuit industry will account for 8% of the world by 20 10" proposed in China's "Eleventh Five-Year Plan" will be realized ahead of schedule.

China's semiconductor application industry is in a high-speed development stage.

The development of traditional fields such as PC and mobile phone is still stable, while multimedia playing GPS and mobile TV have brought new growth points to mobile terminals such as mobile phones.

The development process of digital TV, 3G, automotive electronics, medical electronics and other fields in China is different from the international level, and will enter a high-speed development stage in the next few years, which will strongly promote the domestic semiconductor demand.

Seize the commanding heights of standards and make full use of domestic market resources

In fact, at present, domestic enterprises are not the direct beneficiaries of the rapid growth of China market. This is determined by the position of domestic semiconductor industry in the international industrial chain. This situation is gradually improving, and the most important point is that China has made a breakthrough in standards and patents.

Domestic management departments, expert teams, scientific research institutions and enterprises all have the planning ability and foresight of industrial development. Under the guidance of relevant domestic development plans, industry management departments, scientific research institutions and Qi Xin, an enterprise, have jointly promulgated a series of domestic standards, such as 3G communication standard TD-SCDMA, digital audio and video coding and decoding standard AVS, and digital TV terrestrial transmission national standard DTMB. Although the mobile TV standard is not clear, domestic standards such as CMMB have laid a good foundation. Although these state-owned standards may not allow domestic companies to monopolize the semiconductor design and manufacturing market in these fields, the formulation of standards mainly depends on domestic scientific research institutions and enterprises. In the process of standard formulation, these scientific research institutions and enterprises have systematically realized relevant technologies, developed verification products and gained the first-Mover advantage. At the same time, domestic scientific research institutions have also started the construction of patent pools. In this way, the domestic semiconductor industry has the favorable conditions to share the domestic market in these fields. We have reason to believe that the further development of domestic digital TV, consumer electronics and other industries has brought unparalleled impetus to domestic semiconductor industry and other upstream industries, and local semiconductor enterprises can "touch" the domestic semiconductor application industry more directly.

The industrial chain structure slowly moves upstream.

The establishment of its own standard system has given the domestic semiconductor industry a certain advantage. China semiconductor industry has a good "ecological environment" and a good development prospect. At present, the structure of China's semiconductor industry is gradually changing. In 2002, the proportion of IC design, manufacturing and packaging testing in China was 8. 1%, 17.6% and 74.3% respectively. In 2006, this number became 18.5%, 30.7% and 50.8%. Only when design, manufacturing, packaging and testing are carried out simultaneously can China's semiconductor industry produce better synergy, and the internationally recognized reasonable ratio is 3:4:3. The change of the proportion of semiconductor industry in China shows that the integrated circuit industry in China is extending to the middle and upper reaches, but there is still a gap from the ideal proportion. Design and manufacturing need to be improved more quickly.

Chip design level and income have been gradually improved.

From the perspective of integrated circuit industry chain, only by mastering the design and making the industrial chain structure more reasonable can we grasp the initiative of China's integrated circuit industry and enter the high value-added field of integrated circuit industry. In recent years, the level of integrated circuit design in China has been continuously improved. 20% design enterprises can design IC with 0. 18 micron and 1 10,000 gates, and the highest design level has reached 90 nm and 50 million gates.

Although many domestic semiconductor industries have not directly shared the high growth of domestic 3G and consumer electronics. However, these fields do provide good opportunities for the development of IC design industry in China. For example, Ding Xin undertook the national special project of 3G "TD-SCDMA industrialization" in China, and became the first RF member of TD Industry Alliance in China in 2006; Spreadtrum Communications (Shanghai) Co., Ltd. is a semiconductor company dedicated to the research and development of mobile phone chips, with sales of 332 million yuan in 2006. The number one chip design enterprise in the Mainland is Zhuhai Juli Integrated Circuit Design Co., Ltd. (Jingmen Technology is headquartered in Hong Kong). MP3 chip products are relatively successful, with sales of $65.438+0.346 billion last year. ZTE Microelectronics and Spreadtrum Communications Company have successively won the highest national science and technology award-the first prize of national scientific and technological progress.

Rapid growth of chip production line

The newly-built integrated circuit chip production line in China is developing rapidly. Since 2006, 10 lines have been added, with an average of 6 lines per year. It has reached the highest technical level of 90 nm and the mainstream technology of 0. 18 micron. The production capacity of 12 inch and 8 inch chip production lines has accounted for more than 60% of the total wafer production capacity in China. Multinational enterprises have accelerated the transfer of chip manufacturing links to China, and Intel will also invest 2.5 billion yuan to build a chip manufacturing plant in Dalian.

After the project is completed and put into production, the monthly production capacity of 12 inch and 90 nm integrated circuit chips is 52,000, and the main products are CPU chipsets. At present, the proportion of dimension line in China is still very small, and the total number of production lines accounts for less than 10% of the world. During the 11th Five-Year Plan period, the integrated circuit production line in China is expected to maintain rapid growth.