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中国本土の半導体と装置市場:技術、経済、政治問題に関する完全分析

Mainland China's Semiconductor and Equipment Markets: A Complete Analysis of Technical, Economic and Political Issues

半導体プロセスレポートシリーズ

 

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The Information Network
インフォメーションネットワーク
2019年1月US$2,495
企業ライセンス
242

サマリー

China is by far the largest consumer of semiconductors; it accounts for about 45 percent of the worldwide demand for chips, used both in China and for exports. But more than 90 percent of its consumption relies on imported integrated circuits. Integrated-circuit companies in China entered the semiconductor market late—some two decades after the rest of the world—and have been playing catch-up ever since in an industry in which success depends on scale and learning efficiencies. The Chinese government made several attempts to build a local semiconductor industry, but none really took hold. Now, however, things are changing on both the business and policy fronts.

Mainland China represents a huge opportunity for semiconductor manufacturers and equipment and materials suppliers.  Massive investments in China’s semiconductor industry is paying off as internal production is making inroads on demand. The emerging semiconductor market will exhibit growth far in excess of any other country.

This report analyzes Mainland China’s semiconductor and equipment industries, examining the technical, economic, and political issues that are shaping this nascent industry.



目次

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    2-5
2.3    China’s Semiconductor Infrastructure    2-5
2.4    Government Goals    2-7
2.5    Semiconductor Manufacturers In China    2-9
2.5.1    Wuxi China Resources Huajing Microelectronics    2-13
    2.5.2    China Resources Microelectronics Ltd    2-14
    2.5.3    Grace Semiconductor Manufacturing    2-15
    2.5.4    Hangzhou Youwang Electronics    2-16
    2.5.5    Huayue Microelectronics     2-17
    2.5.6    Semiconductor Manufacturing Int’l (SMIC)    2-18
    2.5.7    Advanced Semiconductor Manufacturing (ASMC)    2-19
    2.5.8    Fairchild Semiconductor    2-20
    2.5.9    Shanghai Belling     2-22
2.5.10    SK Hynix    2-23
    2.5.11    Toshiba Semiconductor (Wuxi)    2-24
    2.5.12    He Jian Technology    2-25
    2.5.13    TSMC    2-26
2.5.14    Ningbo BYD Semiconductor    2-26
2.5.15    SIM-BCD    2-27
2.5.16    Intel    2-28
2.6    Back-End Manufacturing    2-29
2.7    Printed Circuit Board (PCB) Manufacturing    2-39
2.8    Microelectronics Industry Equipment    2-50
2.9      IC Design    2-51
2.10      Electronics Components    2-55
2.11    Role Of Foreign Companies     2-56
2.12    IC Industry Assessment     2-58

Chapter 3  Market Analysis    3-1

3.1    Economic Recovery In Asia    3-1
3.2    Semiconductor Market    3-3
3.3    Semiconductor Equipment Market    3-21
3.4    Telecommunications    3-26
    3.4.1    Wireless    3-26
    3.4.2    Internet    3-32
3.5    Computers    3-34

Chapter 4  High-Tech Sectors    4-1

4.1    Introduction    4-1
4.2    Telecommunications    4-4
    4.2.1    China Telecom     4-4
    4.2.2    China Mobile    4-6
    4.2.3    Domestic Competition    4-7
    4.2.4    Foreign Competition    4-8
4.3    Computers    4-10
4.4    Optoelectronics    4-12
4.5    Software    4-15
4.6    Consumer Electronics    4-18
4.7    Chemicals    4-20
4.8    Environmental Industry    4-23
4.9     TFT-LCD Technology    4-23

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
    o    Hefei High And New Technology Industry Development
        Zone    5-17
    5.3.2    Beijing    5-19
    o    Beijing Experimental Zone For The Development Of
        New Technology Industries    5-19
    o    Changping Park Of Bez    5-21
    o    Fengtai Park Of Bez    5-21
    5.3.3    Fujian Province    5-22
    o    Fuzhou Science And Technology Park    5-22
    o    Xiamen Torch High Technology Industry Development
        Zone    5-23
    5.3.4    Gansu Province    5-25
    o    Lanzhou High And New Technology Industry
        Development Zone    5-25
    5.3.5    Guangdong Province    5-26
    o    Foshan High And New Technology Industry
        Development Zone    5-26
    o    Guangzhou Tianhe High And New Technology Industry
        Development Zone    5-27
    o    Huizhou Zhongkai New Technology Industry
        Development Zone    5-29
    o    Shenzhen Science And Technology Industrial Park    5-29
    o    Zhongshan High & New Technology Innovation Service
        Center    5-30
    o    Zhuhai High And New Technology Industry
        Development Zone    5-31
    5.3.6    Guangxi Zhuang Autonomous Region    5-33
    o    Guilin High And New Technology Industry Development
        Zone    5-33
    o    Nanning New Technology Industry Development Zone    5-34
    5.3.7    Guizhou Province    5-35
    o    Guiyang Xintian New Technology Industry Development
        Zone    5-35
    5.3.8    Hainan Province    5-36
    o    Hainan International Industrial Park    5-36
    5.3.9    Hebei Province    5-36
    o    Baoding New Technology Industry Development Zone    5-36
    o    Shijiazhuang High And New Technology Industry
        Development Zone    5-37
    5.3.10    Heilongjiang Province    5-38
    o    Daqing High And New Technology Industry
        Development Zone    5-38
    o    Harbin High And New Technology Industry
        Development Zone    5-39
    5.3.11    Henan Province    5-40
    o    Luoyang High And New Technology Industry
        Development Zone    5-40
    o    Zhengzhou High And New Technology Industry
        Development Zone    5-41
    5.3.12    Hubei Province    5-42
    o    Wuhan Donghu New Technology Development Zone    5-42
    o    Xiangfan High And New Technology Industry
        Development Zone    5-42
    5.3.13    Hunan Province    5-43
    o    Changsha High And New Technology Industry
        Development Zone    5-43
    o    Zhuzhou High And New Technology Industry
        Development Zone    5-44
    5.3.14    Inner Mongolia Autonomous Region    5-45
    o    Baotou Rare Earth High And New Technology Industry
        Development Zone    5-45
    5.3.15    Jiangsu Province    5-46
    o    Changzhou High And New Technology Industry
        Development Zone    5-46
    o    Nanjing High And New Technology Industry
        Development Zone    5-47
    o    Suzhou High And New Technology Industry
        Development Zone    5-49
    o    Wuxi High And New Technology Industry Development
        Zone    5-51
    5.3.16    Jiangxi Province    5-52
    o    Nanchang High And New Technology Industry
        Development Zone    5-52
    5.3.17    Jilin Province    5-53
    o    Changchun High And New Technology Industry
        Development Zone    5-53
    o    Jilin High And New Technology Industry Development
        Zone    5-54
    5.3.18    Liaoning Province    5-54
    o    Anshan High And New Technology Industry
        Development Zone    5-54
    o    Dalian High And New Technology Industrial Park    5-55
    o    Shenyang New-High-Tech Industrial Development Zone    5-57
    5.3.19    Shaanxi Province    5-58
    o    Baoji High And New Technology Industry Development
        Zone    5-58
    o    Xi'an New Technology Industry Development Zone    5-59
    5.3.20    Shandong Province    5-61
    o    Ji'nan High And New Technology Industry Development
        Zone    5-61
    o    Qingdao High-Tech Industrial Park    5-62
    o    Weifang High And New Technology Industry
        Development Zone    5-63
    o    Zibo High And New Technology Industry Development
        Zone    5-65
    5.3.21    Shanghai    5-66
    o    Incubator Center Of High-Technology Of China Textile
        International    5-66
    o    Shanghai High And New Technology Industry
        Development Zone    5-67
    o    Shanghai Zhangjiang Hi-Tech Park    5-68
    5.3.22    Shanxi Province    5-69
    o    Taoyuan High And New Technology Industry
        Development Zone    5-69
    5.3.23    Sichuan Province    5-70
    o    Chengdu High And New Technology Industry
        Development Zone    5-70
    o    Chongqing High And New Technology Industry
        Development Zone    5-71
    o    Mianyang High And New Technology Industry
        Development Zone    5-72
    5.3.24    Tianjin    5-74
    o    Tianjin New Technology Industrial Park    5-74
    5.3.25    Xinjiang Uygur Autonomous Region    5-75
    o    Urumqi High And New Technology Industry
        Development Zone    5-75
    5.3.26    Yunnan Province    5-76
    o    Kunming High And New Technology Industry
        Development Zone    5-76
    5.3.27    Zhejiang Province    5-78
    o    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         6-3
6.3    Employment Sector    6-5
6.4    Inflation    6-6
6.5    Retail Sales    6-7
6.6    Foreign Trade    6-8
6.7    Consumer Spending    6-9
6.8    Investments    6-10
6.9    Economic Statistics    6-11
6.10    National Bureau Of Statistics (NBS)    6-13
    6.10.1    Functions And Responsibilities    6-13
    6.10.2    Leadership    6-14
    6.10.3    Internal Setup    6-14
    6.10.4    Overview    6-15

Chapter 7  Domestic Private Sector Issues    7-1

7.1    Economic Transformation    7-1
7.2    Private Sector Dynamics    7-3
7.3    Shift Of Government Policy    7-8
7.4    Private Sector Financing     7-10
7.5    New Rules Under The WTO    7-12

Chapter 8  Foreign Investment    8-1

8.1    Foreign Direct Investment     8-1
8.2    Turnaround     8-5
8.3    WTO Pledges    8-16
8.4    Can China Be Trusted    8-17
8.5    Venture Capitalists    8-21
8.6      Sino-Japanese Trade    8-24

Chapter 9  Political Issues    9-1

9.1    China's Foreign Policy    9-1
    9.1.1    National Sovereignty    9-2
    9.1.2    Opposing Superpowers     9-3
    9.1.3    Peaceful Coexistence     9-3
    9.1.4    Strengthening Solidarity     9-4
    9.1.5    Relations With Developed Countries     9-4
    9.1.6    Promoting China's Reunification     9-5
9.2    One Country, Two Systems    9-6
9.3    China-Taiwan Relations    9-9

LIST OF FIGURES

3.1    China’s GDP -- 1980-2013    3-2
3.2    China’s IC Production -- 1995- 2017    3-8
3.3    China’s IC Consumption -- 1995- 2017    3-9
3.4    China’s IC Production/Consumption Ratio -- 1995-2017    3-11
3.5    China’s IC Import Requirements -- 1995-2017    3-12
3.6     China’s IC Supply/Demand -- 1995-2017    3-13
3.7    China’s IC Fab Capacity – 2003- 2013    3-14
3.8    China’s IC Fab Capacity by Region    3-15
3.9    China’s IC Fab Capacity by Wafer Size    3-16
3.10    China’s IC Fab Capacity by Geometry    3-17
3.11    China’s IC Applications    3-19
3.12    Semiconductor Equipment Forecast    3-23
3.13    Semiconductor Equipment Market Shares      3-25
3.14    China’s Revenue of Telecom Services – 2009-2014    3-28
3.15    China’s 3G Subscribers    3-29
3.16    Cellular Subscribers In China And Asia     3-30
3.17    China's Cellphone Market -- 1996- 2013    3-31
3.18    China's Internet Users -- 1996 - 2013    3-33
3.19    China's PC Market -- 1992- 2013    3-35
4.1    Materials Forecast By Region    4-21
5.1    Map Of Regions Of China    5-3
6.1    China’s GDP Growth    6-4
7.1    Percentage Of Private Sector Industrial Output    7-5
7.2    Employment Growth Rates By Type Of Employer    7-7
7.3    Sources Of Finance By Company Size    7-11
7.4    Banking Constraints By Company Size    7-13
8.1    Direct Foreign Investment -- 1985- 2012    8-12

LIST OF TABLES

2.1    Chinese IC Fab Construction 2004- Present    2-7
2.2    Chinese Foundry Construction 2004- Present    2-9
2.3    IC Technology Development In China     2-10
2.4    Major Packaging And Testing Companies In China    2-31
2.5    China IC Packaging And Testing Firms: Joint    2-32
2.6    China IC Packaging And Testing Firms: Wholly-Owned Taiwan Firms    2-33
2.7    China IC Packaging And Testing Firms: Locally-Owned Firms    2-35
2.8    China fabless IC design firms    2-54
2.9    Main Pure-Play Foundry Revenues In China 2009- Present    2-60
4.1    China's Leading Export/Import Partners For High-Technology Products    4-2
4.2    Main Software Parks In China    4-17
4.3     China’s Consumer Electronics Production    4-19
5.1    National High Technology Industry Development Zones    5-2
8.1    Top Foreign Investors In China    8-5
8.2    Foreign Direct Investment By Destination    8-14
8.3    Direct U.S. Foreign Investment    8-15
8.4    Top 20 Venture Capitalists    8-22

 

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