中國的積體電路 (IC) 產業分析 (2010∼2019年)
Research Report on China Integrated Circuit Industry, 2011-2020
|出版商||China Research and Intelligence||商品編碼||337512|
|出版日期||內容資訊||英文 60 Pages
|中國的積體電路 (IC) 產業分析 (2010∼2019年) Research Report on China Integrated Circuit Industry, 2011-2020|
|出版日期: 2016年03月31日||內容資訊: 英文 60 Pages||
2014年時，中國的IC產業的總銷售額是2672億人民幣 (與前一年同期比較增加11.2％)，毛利達到了212億人民幣 (增加52％) 。但，與全球整體相比其技術水準推遲1∼2代份，關於高階產品依賴進口是實情。相反的低階產品專門化，不過有產品單價降低問題，譬如2014年出口量增加了7.6％，不過，總出口額反而降低30.6％。今後，由於國內有巨大的IC市場 (電子設備的生產據點) ，預期IC產業將更為擴大。
本報告提供中國的積體電路 (以下IC) 產業相關分析、市場整體環境和相關政策、相關產業、市場 (上游/下游工程) 的關聯性、市場整體規模的實際成果值和預測值 (過去、今後5年份)、產業內競爭、對外貿易趨勢、主要製造商簡介、今後的產業發展的方向性等相關調查與考察。
Since the accession to the WTO, China's integrated circuit industry has achieved rapid development, which has helped China become one of the world's fastest-growing regions of IC industry.
In 2015, sales revenue of China's integrated circuit industry exceeded CNY 360 billion. And CAGR is over 16% from 2011 to 2015.
The agglomeration of China's integrated circuit industry is relatively high. The enterprises mainly concentrate in the delta area of Yangtze River such as Jiangsu Province, Zhejiang Province and Shanghai. In addition, enterprises also concentrated in Pearl River Delta including Guangzhou and Shenzhen.
China's integrated circuit industry continues to make new breakthroughs and progress, but the gap between Chinese enterprises and the world's advanced integrated circuit enterprises still has to face. Compared with the international leading enterprises, the advanced technology of China's chip manufacturing industry lags for at least 1-2 generation. IC design industry is just on the threshold with simple product structure. There is a certain gap between the packaging and test technology of local packaging enterprises and that of the international giants. China's high-end products of integrated circuit heavily rely on import. In 2015, China imported 313,996 million pieces of integrated circuit with the year-on-year growth of 10%. The value of import reached USD 230.7 billion, with an increase of 6%. China exported 182,766 million pieces of integrated circuit with the year-on-year growth of 19.1%. The value of export reached USD 693.1 billion, with an increase of 13.9%. Deficit of Import and Export reached USD 161.39 billion in 2015.
In terms of the government's policies, Chinese central government and local governments have issued a large number of support policies for the development of integrated circuit industry.
The State Council promulgated Outline for Promoting the Development of the National Integrated Circuit Industry in Feb. 2014. The high-profile national integrated circuit industry investment fund began to come true. The first investment increased from the original CNY 100 billion to CNY 120 billion, which would greatly improve the expectation of the market participants with capital's rising attention to the integrated circuit industry. Meanwhile, local governments have also launched local support policies for integrated circuit. With the implementation of the strategy of Made in China 2025, the pace of transformation and upgrading of domestic industries continue to speed up, which has promoted the rapid development of the integrated circuit market in the field of industrial control.
In 2015, the motivation of China's IC market growth mainly came from such niche markets as the automotive electronics, industrial control and communication equipment. In 2015, production of China's microcomputers fell by more than 10%, but under the stimulus of the cloud computing, IOT, big data and other related industries, it was easy to witness the rising domestic data center construction and strong demand for servers and memory.
The field of cell phones which has led the development of Chinese IC market in the past few years began to slow down in 2015. As China's smart phone market's saturation and the increasingly fierce market competition, the growth of the cell phones has encountered greater resistance. In 2015, China's mobile phone production achieved the year-on-year growth of 7.8%, of which the smart phones experienced year-on-year growth of 11%. But cell phone chip market still maintained the momentum of steady growth because of the overall level-up consumption of the cell phone market and the wide application of new technologies, such as fingerprint identification.
In China, the production and sales volume of the consumer electronics and home appliances market remain stable. IC market increases slightly driven by the consumption upgrading and intelligence trend of home appliances. The motivation of this market mainly comes from the growth of the smart mobile devices such as smart bands and smart watches, as well as the rapid increase of the emerging consumer electronics products such as unmanned aerial vehicles.
Automotive electronics has been the hotspot field of global IC market in recent years. In 2015, the production of China's automobiles reached 24,504,000 with the year-on-year growth of 3.3%, of which the new energy automobiles experienced the year-on-year growth of 330%. With the promotion of the increasing automobile production and fast growing automobiles of domestic brands, integrated circuit market in China's automotive electronics field was only second to the industrial control field.
China's IOT industry is developing rapidly, which promotes the level-up demand for smart city, smart transportation and industrial monitoring. According to the research of CRI, in 2015, the market size of China's IOT surpassed more than CNY 700 billion. The development of IOT technology brought about the rising demand for all kinds of sensors. Based on the regulations of People's Bank of China, since 2015, the financial IC card has been gradually replacing the magnetic stripe bank card. It is predicted that there will be billions of financial IC cards in China in the next few years.
China has the largest consumer group of electronic terminals, the world's largest electronics manufacturing base and the world's biggest consumer market of integrated circuit. With the rapid development of China's economy, there will be a lot of development opportunities for China's integrated circuit industry in the next few years.
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9.1. 2. Government Policies