China's Semiconductor Industry Development Status
2021 is the beginning of China's "14th Five-Year Plan". Driven by the good operation of the domestic macroeconomic , the domestic integrated circuit industry continues to maintain rapid and stable growth. According to statistics from China Semiconductor Industry Association , China's integrated circuit industry exceeded one trillion yuan for the first time in 2021, with sales reaching 1045.83 billion yuan, and increased by 18.2% year-on-year. Among them, the sales of the design industry reached 451.9 billion yuan, a year-on-year increase of 19.6%; the sales of the manufacturing industry reached 317.6 billion yuan, a year-on-year increase of 24.1%; the sales of the packaging and testing industry reached 276.3 billion yuan, a year-on-year increase of 10.1%.
According to data released by the National Bureau of Statistics of China, China's semiconductor integrated circuit (IC) production in 2021 will reach 359.4 billion pieces, an increase of 33.3% over the previous year, which is more than double the 16.2% last year. The American Semiconductor Industry Association (SIA) predicts that Chinese companies' share in the global semiconductor market will grow from 9% in 2020 to 17.4% in 2024, which means China will become the third largest semiconductor producer in the world after the United States and South Korea. China's integrated circuits are one of the few industries in the world that have five complete sectors: design, manufacturing, packaging and testing, equipment and materials. At present, China has formed a relatively complete industrial chain and has a huge corporate group with continuous improvement in quality.
The rapid development of China's semiconductor industry is largely due to the long-term semiconductor investment mechanism. On the one hand, the National Big Fund invested more than 340 billion yuan in the first and second phases, supporting many "growth" enterprises to develop into industry leaders, covering multiple industrial chains of integrated circuits; on the other hand, the opening of Science and Technology Innovation Board has used this new resource to provide financial support for the growth of the majority of enterprises. According to SEMI statistics, as of June 23, 2022, 66 semiconductor companies have been listed on the Science and Technology Innovation Board, accounting for 15.4% of the total number of listed companies on the Science and Technology Innovation Board.
However, while achieving achievements, the integrated circuit industry still faces problems such as weak industrial foundation and insufficient supply of high-end chips. Moreover, from a global perspective, the size of the enterprise is still relatively small, and the innovation ability of the enterprise is still limited by scale and profitability. In fact, it is still very weak, but many enterprises have entered a relatively high position in some sub-sectors.
Global exclusive wafer foundry manufacturers TOP10
Best
Integrated circuit wafer foundry is a business model of integrated circuit manufacturing enterprises, which has the characteristics of highly technical, talent-intensive and capital-intensive industries. The research and development process of wafer foundry involves many disciplines such as materials science, chemistry, semiconductor physics, optics, microelectronics, quantum mechanics, , and many other disciplines.
is divided according to the headquarters location. Among the top ten exclusive wafer foundry companies, there are two in mainland China ( SMIC SMIC, Huahong Group HuaHong), and they occupy the fourth and fifth positions. The overall market share in 2021 was 9.51%, an increase of 0.64 percentage points from 2020; there are five in Taiwan (TSMC TSMC , UMC UMC, Liji Powerchip, World Advanced VIS, and Wenmao WIN), with an overall market share of 75%, a decrease of 1.7 percentage points from 76.7% in 2020.
Global TOP 30 Advanced Packaging Enterprises
China occupies most of the country
Yole ranks based on the market revenue of the packaging business in 2021, listing the top 30 advanced packaging companies. Among the top 30 OSAT manufacturers, 13 are from Taiwan and 6 are from mainland China. Advanced packaging, as an inevitable choice in the post-Moore era, is crucial for chips to improve overall performance. Chinese packaging companies that are in advance in this field will enjoy the greater bonus .
Source: Yole
Specifically, among Taiwanese manufacturers, Sun Moonlight ranks 1st, Amkor ranks 2nd, Licheng Technology (powertech) ranked 6th, Jingyuan Electronics ranks 10th, ChipMOS ranked 11th, Chipbond ranked 12th, Greatek ranked 13th, Sigurd ranked 14th, Huatai Electronics (Orient) ranked 15th, Tongxin Electronics ranked 19th, Xinquan (Ardentec) ranked 20th, Fumao Technology (FATC) ranked 25th, East China Technology (Walton) ranked 30th.
Among the mainland manufacturers, Changdian Technology ranked 3, Tongfu Microelectronics ranked 7, Tianshui Huatian ranked 8, Peidun Technology ranked 22, China Resources Micro ranked 28, and Ningsi Electronics ranked 29. In addition to the top 30 on Yole's list, there are Chipmore and Jingfang Semiconductor.
CMOS image sensors Global TOP10
There are 3
Since adding the camera function to your mobile phone, CMOS image sensors have achieved great commercial success. CMOS image sensor (CIS) is an electronic chip that converts photons into electrons for digital processing. It is a semiconductor device that can act as an "electronic eye". CMOS sensor is a typical semiconductor industry that can be mass-produced on a large scale. It has obvious scale effect and requires large initial investment to produce results. This has also led to the strongest people in this industry always being strong and ranked in the top three.
According to Yole data, the market share of CIS players in 2021 is Sony 39%, Samsung 22%, HOWEI Technology 13% (China) and STMicroelectronics 6%, Gerkowei (China) and ON Semiconductor 4%, and South Korea's SK Hynix market share is 3%. Styre (China) is 2%. Japan's Canon and US Defense Group Teledyne, Hamamatsu and Panasonic each account for 1%.
2021 market share of CIS players (Photo source: Yole)
MEMS Global TOP30
There are 4
MEMS3 As an emerging sub-industry evolved based on integrated circuit technology, it has developed rapidly in recent years. MEMS is an integration of microcircuits and micromechanicals on chips according to functional requirements. It is based on traditional semiconductor technologies such as lithography and corrosion, and integrates ultra-precision mechanical processing, and combines knowledge and technical foundations of disciplines such as mechanics, chemistry, and optics to make a millimeter or micron-level MEMS have accurate and complete mechanical, chemical, and optical characteristics structures.
In the field of MEMS, China relies on the microphone market (Lou's, Goermicro, ActoScience Technology ) and OEM market (Saiwei Electronics, TSMC). According to the ranking of global MEMS manufacturers in 2021 released by the well-known research institution Yole (according to revenue), Goertek ranked 5th, Lou’s Electronics ranked 10th, AAC Technology ranked 20th, Saiwei Electronics ranked 25th (1st pure OEM manufacturer), and TSMC ranked 30th (3rd pure OEM manufacturer).
2021 MEMS supplier revenue ranking (million US dollars)
(Source: Yole)
Note: TSMC and X-FAB As a comprehensive foundry, Yole only counts the MEMS business
Semiconductor equipment global top 20
There are 2
The domestic semiconductor equipment industry has developed rapidly in recent years, and the golden wave of domestic substitution of semiconductor equipment has begun. From the overall category of domestic semiconductor equipment, domestic equipment can basically cover all stages of semiconductor manufacturing, especially in equipment such as etching, cleaning, and film. Among the top 20 global semiconductor equipment companies, mainland China and Hong Kong were shortlisted, namely ASMPT and Northern Huachuang .
If you look at the situation of domestic semiconductor equipment companies, the top 10 rankings of semiconductor equipment business revenue for domestic listed companies in 2021 released by CINNO Research, as shown in the figure below.In 2021, Beifang Huachuang Semiconductor Equipment's leading semiconductor equipment revenue was 7.12 billion yuan, a year-on-year increase of 71%; semiconductor etching equipment and deposition equipment supplier China Micro Company's revenue was 3.11 billion yuan, a year-on-year increase of 37%; cleaning equipment supplier Shengmei Semiconductor business revenue was 1.55 billion yuan, a year-on-year increase of 59%; semiconductor test equipment manufacturer Changchuan Technology revenue was 1.51 billion yuan, a year-on-year increase of 88%; packaging equipment supplier Xinyichang Gujing Machine's business revenue was 910 million yuan, a year-on-year increase of 910 million yuan, a year-on-year increase of Increased 71%; semiconductor test equipment manufacturer Huafeng Testing and Control revenue was 880 million yuan, a year-on-year increase of 121%; Xinyuanwei, a wet process equipment supplier in semiconductor wafer manufacturing, had revenue of 830 million yuan in 2021, a year-on-year increase of 152%; Huahai Qingke, which mainly engages in chemical mechanical polishing equipment, had revenue of 800 million yuan in 2021, a year-on-year increase of 109%; semiconductor thin film deposition equipment supplier Tuojing Technology had revenue of 760 million yuan in 2021, a year-on-year increase of 74%; cleaning equipment supplier Zhichun Technology had revenue of 700 million yuan in 2021, a year-on-year increase of 222%.
2021 top 10 semiconductor equipment business revenue rankings for domestic listed companies (Picture from: CINNO Research)
Power semiconductor manufacturersTop10
China's list
Power semiconductors are mainly used for power conversion and circuit control of power equipment. They are the core devices for power processing, the bridge between weak current control and strong power operation. The subdivided products are mainly MOSFET, IGBTh, BJTh, etc. Among them, IGBT is one of the fastest-growing power semiconductor devices. However, in recent years, compound semiconductors represented by materials such as silicon carbide (SiC), gallium nitride (GaN) have attracted much attention due to their excellent performance such as wide bandgap, high saturation drift speed, and high critical breakdown electric field.
According to Omdia's data statistics, among the top 10 companies in the world, Anshi Semiconductor ranks eighth. Anshi Semiconductor was once an Dutch company and was acquired by Wingtech Technology in 2019. In July 2021, Anshi Semiconductor completed a 100% acquisition of Newport Wafer Fab in the UK. Anshi Semiconductor is one of the leading global discrete device IDM manufacturers, ranking first among Chinese power discrete device companies. In its product line, diode transistor products rank first in the world, standard logic device products rank second in the world, small MOSFETs rank second in the world, automotive MOSFETs rank second in the world, and automotive MOSFETs rank second in the world, second only to Infineon .
Image source: Omdia
In addition to Anshi Semiconductor, among my country's IDM manufacturers, there are , the largest revenue scale of power semiconductors, China Resources Microelectronics , and BYD Semiconductor and Star Semiconductor, which rank in the IGBT field, etc.
Global semiconductor IP supplier TOP10
China's list of
Semiconductor IP refers to reusable units designed for integrated circuits (IC chip ), logic or unit layout. According to different design IPs, the semiconductor IP market can be divided into processor IP, interface IP, memory IP and other IPs (analog to digital IP and digital to analog IP). Today, IP has become an indispensable core element in integrated circuit design and development.
According to IPnest's statistics in 2022, from the perspective of semiconductor IP sales revenue, Xinyuan is the number one semiconductor IP authorized service provider in mainland China in 2021 and the seventh in the world. Among the top seven companies in the world, Xinyuan ranks in the top two in IP types. In 2020 and 2021, Xinyuan ranked fourth in the world in terms of intellectual property license fee income.
Conclusion
The above is just the "tip" of my country's semiconductor industry. In the golden period of semiconductor development, more and more Chinese semiconductor companies will excel in their respective areas of struggle.The development of the integrated circuit industry will not be achieved overnight. This is a marathon. The demand for localized semiconductors will be a structural opportunity to promote the growth of China's semiconductor industry. The huge domestic demand market and the valuation dividends of the Science and Technology Innovation Board are expected to promote domestic semiconductor companies to make more contributions.
Zhenguang Technology has been deeply involved in the fields of automotive electronics, industry and rail transit for more than ten years, providing customers with automotive grade products and automotive electronics industry solutions such as automotive MCUs, automotive capacitors, automotive resistors, automotive crystal oscillators, automotive inductors, automotive connectors, etc. Zhenguang Technology, established in 2008, is an authorized agent of more than 40 original manufacturers at home and abroad, including Samsung, VIKING, Unigroup Xinneng, Jimei, Guoju, TEK, 3PEAK Siruipu.
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