Summary
Mainland China represents a huge opportunity for semiconductor manufacturers and equipment and materials suppliers. The emerging semiconductor market will exhibit growth far in excess of any other country. This 260-page report analyzes Mainland China's semiconductor and equipment industries, examining the technical, economic, and political issues that are shaping this nascent industry.
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Table of Contents
Chapter 1 Introduction 1-1
1.1 Introduction 1-1
Chapter 2 Semiconductor Industry 2-1
2.1 Introduction 2-1
2.2 China’s Domestic Semiconductor Market 2-9
2.3 China’s Semiconductor Infrastructure 2-9
2.4 Government Goals 2-11
2.5 Semiconductor Manufacturers In China 2-16
2.5.1 Wuxi China Resources Huajing Microelectronics 2-22
2.5.2 CSMC Technologies 2-24
2.5.3 Shanghai Huahong Grace Semiconductor (HHGRACE) 2-25
2.5.4 Hangzhou Youwang Electronics 2-26
2.5.5 Huayue Microelectronics 2-27
2.5.6 Semiconductor Manufacturing Int’l (SMIC) 2-28
2.5.7 Advanced Semiconductor Manufacturing (ASMC) 2-30
2.5.8 Fairchild Semiconductor Suzhou 2-32
2.5.9 Shanghai Belling 2-32
2.5.10 SK Hynix 2-34
2.5.11 Toshiba Semiconductor (Wuxi) 2-35
2.5.12 HeJian Technology 2-36
2.5.13 TSMC 2-37
2.5.14 Ningb - BYD Semiconductor 2-37
2.5.15 SIM-BCD 2-38
2.5.16 Intel 2-39
2.5.17 Samsung 2-39
2.5.18 Datung NXP Semiconductors 2-40
2.5.19 UMC 2-41
2.5.20 XMC 2-42
2.5.21 Shanghai Huali Microelectronics Corporation 2-42
2.5.22 YMTC 2-43
2.5.23 CXMT 2-43
2.5.24 Hua Hong 2-43
2.5.25 Thatic 2-44
2.5.26 Zhaoxin 2-44
2.5.27 Semiconductor Manufacturing Electronics (Shaoxing) 2-45
2.6 Back-End Manufacturing 2-46
2.7 Printed Circuit Board (PCB) Manufacturing 2-58
2.8 IC Design 2-49
2.9 Electronics Components 2-63
2.10 Role Of Foreign Companies 2-64
2.11 IC Industry Assessment 2-69
Appx A China Design Companies 2-71
Appx B China IC Manufacturers 2-78
Appx C China Packaging and Testing Companies 2-80
Chapter 3 Market Analysis 3-1
3.1 Economic Recovery In Asia 3-1
3.2 Semiconductor Market 3-3
3.2.1 IC Industry Status 3-3
3.2.2 China IC Fab Capacity 3-13
3.2.3 Global Memory Market 3-22
3.2.4 Chinese Memory Market 3-28
3.2.5 China’s Leading Foundry 3-32
3.2.5.1 SMIC 3-32
3.2.5.2 Hua Hong 3-45
3.3 China Semiconductor Equipment Market 3-49
3.3.1 Overall Market 3-49
3.3.2 China Equipment Market by Segment 3-58
3.3.2 Chinese Equipment Supplier Profiles 3-62
3.3.3.1 AMEC 3-62
3.3.3.2 ACM Research 3-64
3.3.3.3 AccoTest 3-66
3.3.3.4 Naura 3-68
3.3.3.5 Anji Microelectronics 3-69
3.3.3.6 PNC 3-71
3.3.3.7 Kingsemi 3-72
3.3.3.8 Changchuan 3-72
3.3.3.9 SMEE 3-73
3.3.3.10 Hwatsing 3-74
3.3.3.11 Piotech 3-74
3.3.3.14 Raintree Scientific Instruments 3-75
Chapter 4 High-Tech Sectors 4-1
4.1 Introduction 4-1
4.2 Telecommunications 4-5
4.3 Optoelectronics 4-6
4.4 Software 4-7
4.5 Consumer Electronics 4-11
4.6 Chemicals/Materials 4-14
4.7 Environmental Industry 4-17
4.8 Display 4-20
4.8.1 TFT-LCD Technology 4-20
4.8.2 OLED Technology 4-22
Chapter 5 High Technology Industry Development Zones 5-1
5.1 Introduction 5-1
5.2 Torch Program 5-8
5.3 High Technology Industry Development Zones 5-17
5.3.1 Anhui Province 5-17
- Hefei High And New Technology Industry Development Zone 5-17
5.3.2 Beijing 5-19
- Beijing Experimental Zone For The Development Of New Technology Industries 5-19
- Changping Park Of Bez 5-21
- Fengtai Park Of Bez 5-21
5.3.3 Fujian Province 5-22
- Fuzhou Science And Technology Park 5-22
- Xiamen Torch High Technology Industry Development Zone 5-23
5.3.4 Gansu Province 5-25
- Lanzhou High And New Technology Industry Development Zone 5-25
5.3.5 Guangdong Province 5-26
- Foshan High And New Technology Industry Development Zone 5-26
- Guangzhou Tianhe High And New Technology IndustryDevelopment Zone 5-27
- Huizhou Zhongkai New Technology Industry Development Zone 5-29
- Shenzhen Science And Technology Industrial Park 5-29
- Zhongshan High & New Technology Innovation Service Center 5-30
- Zhuhai High And New Technology Industry Development Zone 5-31
5.3.6 Guangxi Zhuang Autonomous Region 5-33
- Guilin High And New Technology Industry Development Zone 5-33
- Nanning New Technology Industry Development Zone 5-34
5.3.7 Guizhou Province 5-35
- Guiyang Xintian New Technology Industry Development Zone 5-35
5.3.8 Hainan Province 5-36
- Hainan International Industrial Park 5-36
5.3.9 Hebei Province 5-36
- Baoding New Technology Industry Development Zone 5-36
- Shijiazhuang High And New Technology Industry Development Zone 5-37
5.3.10 Heilongjiang Province 5-38
- Daqing High And New Technology Industry Development Zone 5-38
- Harbin High And New Technology Industry Development Zone 5-39
5.3.11 Henan Province 5-40
- Luoyang High And New Technology Industry Development Zone 5-40
- Zhengzhou High And New Technology Industry Development Zone 5-41
5.3.12 Hubei Province 5-42
- Wuhan Donghu New Technology Development Zone 5-42
- Xiangfan High And New Technology Industry Development Zone 5-42
5.3.13 Hunan Province 5-43
- Changsha High And New Technology Industry Development Zone 5-43
- Zhuzhou High And New Technology Industry Development Zone 5-44
5.3.14 Inner Mongolia Autonomous Region 5-45
- Baotou Rare Earth High And New Technology Industry Development Zone 5-45
5.3.15 Jiangsu Province 5-46
- Changzhou High And New Technology Industry Development Zone 5-46
- Nanjing High And New Technology Industry Development Zone 5-47
- Suzhou High And New Technology Industry Development Zone 5-49
- Wuxi High And New Technology Industry Development Zone 5-51
5.3.16 Jiangxi Province 5-52
- Nanchang High And New Technology Industry Development Zone 5-52
5.3.17 Jilin Province 5-53
- Changchun High And New Technology Industry Development Zone 5-53
- Jilin High And New Technology Industry Development Zone 5-54
5.3.18 Liaoning Province 5-54
- Anshan High And New Technology Industry Development Zone 5-54
- Dalian High And New Technology Industrial Park 5-55
- Shenyang New-High-Tech Industrial Development Zone 5-57
5.3.19 Shaanxi Province 5-58
- Baoji High And New Technology Industry Development Zone 5-58
- Xi'an New Technology Industry Development Zone 5-59
5.3.20 Shandong Province 5-61
- Ji'nan High And New Technology Industry Development Zone 5-61
- Qingda - High-Tech Industrial Park 5-62
- Weifang High And New Technology Industry Development Zone 5-63
- Zib - High And New Technology Industry Development Zone 5-65
5.3.21 Shanghai 5-66
- Incubator Center Of High-Technology Of China Textile International 5-66
- Shanghai High And New Technology Industry Development Zone 5-67
- Shanghai Zhangjiang Hi-Tech Park 5-68
5.3.22 Shanxi Province 5-69
- Taoyuan High And New Technology Industry Development Zone 5-69
5.3.23 Sichuan Province 5-70
- Chengdu High And New Technology Industry Development Zone 5-70
- Chongqing High And New Technology Industry Development Zone 5-71
- Mianyang High And New Technology Industry Development Zone 5-72
5.3.24 Tianjin 5-74
- Tianjin New Technology Industrial Park 5-74
5.3.25 Xinjiang Uygur Autonomous Region 5-75
- Urumqi High And New Technology Industry Development Zone 5-75
5.3.26 Yunnan Province 5-76
- Kunming High And New Technology Industry Development Zone 5-76
5.3.27 Zhejiang Province 5-78
- Hangzhou High And New Technology Industry Development Zone 5-78
5.4 Free Trade Zones 5-78
Chapter 6 Economic Statistics And Analysis 6-1
6.1 Economic Climate 6-1
6.2 GDP 6-2
6.3 Employment Sector 6-4
6.4 Inflation 6-5
6.5 Retail Sales 6-6
6.6 Foreign Trade 6-7
6.7 Consumer Spending 6-8
6.8 Investments 6-9
6.9 Economic Statistics 6-10
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List of Tables/Graphs
List of Figures
2.1 Fab Construction By China Region 2-21
2.2 Number of Design Houses in China 2-60
3.1 China’s GDP 3-2
3.2 China’s Internal IC Production 3-7
3.3 China’s IC Demand 3-9
3.4 China’s Internal IC Production/Total Demand 3-10
3.5 IC Imports to China 3-11
3.6 China’s IC Supply/Demand 3-12
3.7 China’s IC Fab Capacity 3-14
3.8 IC Fab Capacity by Region 3-15
3.9 China’s IC Fab Capacity by Wafer Size 3-17
3.10 China’s 12” Fab Capacity By Company 3-18
3.11 China’s IC Fab Capacity by Geometry 3-19
3.12 China’s IC Production by Application 3-20
3.13 NAND Market By Region 3-26
3.14 DRAM Market By Region 3-27
3.15 TSMC Revenue By Process 3-40
3.16 TSMC and SMIC Revenues by Process Node 3-43
3.17 Semiconductor Equipment Forecast 3-51
3.18 Top Semiconductor Equipment Spenders 3-53
3.19 Semiconductor Equipment Revenue By Region By Quarter 3-55
3.20 Semiconductor Equipment Revenues To China By Quarter 3-56
3.21 Semiconductor Equipment Purchases By CXMT and YMTC 3-57
4.1 China’s Consumer Electronics Exports 4-13
4.2 Materials Forecast By Region 4-15
5.1 Map Of Regions Of China 5-3
6.1 China’s GDP Growth 6-3
List of Tables
2.1 Chinese IC Fab Construction 2-18
2.2 Chinese Foundry Construction 2-19
2.3 Chinese Fab Capacity 2-20
2.4 China IC Packaging And Testing Firms: Wholly-Owned Int’l Firms 2-48
2.5 China IC Packaging And Testing Firms: Joint Ventures 2-50
2.6 China IC Packaging And Testing Firms: Wholly-Owned Taiwan Firms 2-51
2.7 China IC Packaging And Testing Firms: Locally-Owned Firms 2-52
2.8 China fabless IC design firms 2-62
2.9 Main Pure-Play Foundry Revenues 2-70
3.1 China’s IC Market 3-8
3.2 Bit Growth Change For DRAMSs By Manufacturer 3-23
3.3 Bit Growth Change For NAND By Manufacturer 3-24
3.4 DRAM Roadmap By Manufacturer 3-29
3.5 3D NAND Roadmap By Manufacturer 3-31
3.6 Top Semiconductor Foundries 3-34
3.7 SMIC Fabs 3-36
3.8 SMIC Major Customers 3-37
3.9 SMIC Revenues By Process Vs TSMC 3-39
3.10 Initial Volume Production Comparison Between TSMC and SMIC 3-42
3.11 Chip Costs Per Node 3-44
3.12 Hua Hong Fabs 3-46
4.1 China's Import Electronic ICs And Microassemblies 4-2
4.2 China's Leading Export/Import Partners For High-Tech Products 4-3
4.3 China's Export Electronic Products 4-4
4.4 Main Software Parks In China 4-10
4.5 TFT-LCD Plants In China 4-21
4.6 OLED Plants In China 4-23
5.1 National High Technology Industry Development Zones 5-2
2.1 Chinese IC Fab Construction 2-18
2.2 Chinese Foundry Construction 2-19
2.3 Chinese Fab Capacity 2-20
2.4 China IC Packaging And Testing Firms: Wholly-Owned Int’l Firms 2-48
2.5 China IC Packaging And Testing Firms: Joint Ventures 2-50
2.6 China IC Packaging And Testing Firms: Wholly-Owned Taiwan Firms 2-51