NEWS: 公告在東京證券交易所JASDAQ標準市場新上市


中國的積體電路 (IC) 產業分析 (2010∼2019年)

Research Report on China Integrated Circuit Industry, 2018-2022

出版商 China Research and Intelligence 商品編碼 337512
出版日期 內容資訊 英文 60 Pages
商品交期: 最快1-2個工作天內
中國的積體電路 (IC) 產業分析 (2010∼2019年) Research Report on China Integrated Circuit Industry, 2018-2022
出版日期: 2018年04月26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。

第1章 中國的IC產業概要

  • 定義與分類
  • 中國經濟的IC產業作用

第2章 中國的IC產業的發展環境

  • 宏觀經濟
    • 中國經濟
    • 國際經濟
  • 政策環境
    • 產業政策概要
    • 基本的政策
    • 產業政策的發展趨勢
  • 技術環境
    • 技術現況
    • 勞動生產率

第3章 中國的IC產業的經營狀況分析 (過去5年份)

  • 供給
    • 總供給數量
    • 供應結構
  • 需求
    • 總需求量
    • 需求結構
  • 投資、財務分析
    • 資金的供給來源
    • 企業收購、重組

第4章 中國的IC產業的競爭情形 (過去5年份)

  • 競爭分析
    • 進入障礙
    • 退出障礙
    • 市場進入條件
  • 競爭結構
    • 上游工程的供應商
    • 下游工程客戶
    • 產業內競爭
    • 新加入企業的威脅
    • 替代的產品
  • 中國的IC產業的發展的特徵
    • 資本、技術集中的產業
    • 景氣循環的關聯性的高度
    • OEM (目的地商標生產)

第5章 中國的IC產業的相關產業 (過去5年份)

  • 相關產業、市場概要 (構成、特徵)
  • IC產業的上游工程
    • 多晶矽產業
    • 電子設備廠商
  • IC產業的下游工程
    • 概要
    • 通訊設備廠商
    • 家用影音設備廠商

第6章 中國的IC產業的各部門分析 (過去5年份)

  • IC設計
    • 經營情形
    • 發展趨勢
  • IC製造
  • IC封裝、檢驗

第7章 中國的IC產業的進出口分析 (過去4年份)

  • 進口
    • 進口概況
    • 進口結構
    • 主要進口國家
  • 出口
    • 出口概況
    • 出口結構
    • 主要輸出國家

第8章 中國的IC產業的主要企業 (過去3年份)

  • Semiconductor Manufacturing International Corporation
  • Zhonghuan Semiconductor Corporation
  • Jiangsu Changjiang Electronics Technology Co., Ltd
  • Nantong Fujitsu Microelectronics Co., Ltd
  • Hangzhou Silan Microelectronics Co., Ltd
  • Sino-Microelectronics
  • Tianshui Huatian technology Co., Ltd
  • Shanghai Belling Co., Ltd
  • Beijing Fuxing Xiaocheng Electronic Technology Stock Co., Ltd
  • Shenzhen Danbond Technology Co., Ltd
  • Ingenic Semiconductor Co., Ltd
  • Zhejiang East Crystal Electronic Co., Ltd
  • Techsem
  • Shenzhen Netac Co., Ltd
  • Beijing Honggao Creative Construction Design Co., Ltd
  • Zhuhai Orbita Control Engineering Co., Ltd
  • JYEG
  • Wuhan P&S Information Technology Co., Ltd

第9章 中國的IC產業的未來預測 (今後5年份)

  • 產業發展的影響要素
    • 宏觀經濟
    • 政府的政策
    • 市場要素
  • 發展趨勢的預測
    • 供給預測
    • 需求預測
    • 產業發展的特徵、預測
  • 開發、投資的建議
    • 投資機會相關討論
    • 今後發展相關建議


Product Code: 1804283


The Chinese government strongly supports the integrated circuit industry, which is the foundation and core of the information industry. The central government and a number of local governments have issued encouraging policies to foster the industry in fiscal revenue and infrastructure. As the strategy of Made in China 2025 is carried out, the transformation and upgrading of the industry is accelerating, which drives the demand for integrated circuits. It is expected that in the coming years, the Chinese government will continue to intensify the support for the IC industry.

In 2017, the sales value of local IC companies reached approximately USD 80.15 billion, representing an increase of more than 20% YOY. Among it, that of the IC manufacturing industry reached about USD 21.55 billion, and that of the design industry and the packaging and testing industry were respectively USD 30.71 billion and USD 27.99 billion.

According to CRI's research, China's integrated circuit industry continues to develop after joining the WTO, but still far lags behind the global advanced level. Compared with leading international companies, China's chip manufacturing industry is at least 1 to 2 generations behind in terms of the advanced technologies. The IC design in China still stands at a low level and makes single products. The gap of technologies on packaging and testing between Chinese companies and International mainstreams is to be bridged. Besides, China's high-end IC products heavily rely on imports. In 2017, China imported 377 billion units of integrated circuits, with an increase of 10.1% YOY, and the import value reached USD 260.14 billion, with an increase of 14.6% YOY. In the same year, China exported USD 66.88 billion of integrated circuits, with a deficit of nearly USD 200 billion. China is already an important market for global chip companies. For example, in 2017, the sales value of several major US chip companies to China exceeded USD 50 billion. Among them, more than half of the sales revenue of Qualcomm, Broadcom, Micron, Marvell and Skyworks came from the Chinese market.

CRI considers that segments such as automotive electronics, industrial automation, internet of things and communications equipment have been the main driving force for China's integrated circuit market in recent years. The global PC production has been on the decline while that of smart phones is likely to increase. At the same time, the development of related industries such as cloud computing, internet of things and big data has propelled the demand for integrated circuits.

In China, the production and sales volumes of consumer electronics and traditional home appliance basically remain stable. Driven by the upgrading of consumption and smart home appliances, the IC market has grown slightly. The main drivers for such growth arise from the increase in smart mobile devices and the rapid growth of emerging consumer electronics products such as drones.

China is the world's largest automotive producer and consumer, as well as the largest electronics manufacturing base and the largest manufacturing outsource base in the world. It is expected that China will remain the world's largest IC consumer market for a long time, and the market size will continue to grow. In recent years, automotive electronics has been a hot area in the global IC market. In 2017, the auto production in China reached 29.02 million units, with an increase of 3.2% YOY, of which new energy vehicles (electric vehicles) were 794,000 units, with an increase of approximately 54% YOY. The demand for integrated circuits of each new energy vehicle far exceeds that of traditional fuel vehicles. With the rapid increase in the production of new energy vehicles in China, the automotive sector has become an important driver for the growth of the IC market.

In recent years, as China's labor costs increase, automation has gradually become the common choice of the manufacturing industry. As the output of industrial automation equipment such as CNC machine tools and industrial robots continues to rise in China, the demand for integrated circuits is rapidly lifting.

With the rising informatization and rapid-developed internet of things in China, the demand for smart cities, smart logistics and industrial monitoring has continued to increase. According to CRI, in 2017, the market size of internet of things exceeded CNY 1 trillion. Subsequently, its development has brought about a rise in demand for various sensors.

According to CRI's analysis, due to the relatively outdated technology of domestic IC industry, the manufacturing will face enormous risks once it involves in international trade disputes or sanctions. For Chinese IC manufacturers, it will take a very long time (10-20 years) and numerous investment (above USD 100 billion) to improve the technologies of integrated circuits. It is expected that in the coming years, some local IC companies will upgrade the technical level and production capacity of integrated circuits through self-developed and imported advanced technologies and equipment. For overseas IC-related companies, the Chinese market provides plentiful investment opportunities.

This report may convey more information to readers:

  • The economic environment of China's IC industry
  • Supportive government policies for the IC industry
  • Supply status of China's IC industry
  • Analysis on the demand for integrated circuits in the Chinese market
  • Competition landscape of IC industry in China
  • Analysis on the imports and exports of integrated circuits in China
  • Major Chinese enterprises in the IC industry
  • Threats and Challenges of China's IC industry
  • Prospect of China's IC industry, 2018-2022

Table of Contents

Table of Contents

1 Overview on Integrated Circuit Industry in China

  • 1.1 Definition and Classification
    • 1.1.1 Definition
    • 1.1.2 Classification
  • 1.2 Methodology
    • 1.2.1 Data Resources
    • 1.2.2 Parameters and Assumptions

2 Development Environment of Integrated Circuit Industry in China, 2015-2018

  • 2.1 Macro Economy
    • 2.1.1 Chinese Economy
    • 2.1.2 International Economy
  • 2.2 Policy Environment of the Industry
    • 2.2.1 Overview of Industry Policies
    • 2.2.2 Key Policies
    • 2.2.3 Development Trend of Industry Policies
  • 2.3 Technology Environment
  • 2.4 Environment of International Trade

3 Analysis of Operation Status of Integrated Circuit Industry in China, 2013-2017

  • 3.1 Supply
    • 3.1.1 Total Supply Volume
    • 3.1.2 Supply Structure
  • 3.2 Demand
    • 3.2.1 Total Demand Volume
    • 3.2.2 Demand Structure
  • 3.3 Analysis on Sub-sectors
    • 3.3.1 IC Design
    • 3.3.2 Chip Manufacturing
    • 3.3.3 Packaging Test

4 Competition Landscape of China's IC Industry, 2013-2017

  • 4.1 Barriers to Entry in China's IC Industry
    • 4.1.1 Policy Barriers
    • 4.1.2 Technological Barriers
    • 4.1.3 Capital Barriers
    • 4.1.4 Barriers to Sales Channels
  • 4.2 Competitive Structure of China's IC Industry
    • 4.2.1 Bargaining Power of Upstream Suppliers
    • 4.2.2 Bargaining Power of Downstream Users
    • 4.2.3 Market Competition
    • 4.2.4 Threats of New Entrants
    • 4.2.5 Substitutes for Integrated Circuits
  • 4.3 Competition in Sub-sectors of IC Industry in China
    • 4.3.1 Design
    • 4.3.2 Chip Manufacturing
    • 4.3.3 Packaging and Testing

5 Industry Chain of Integrated Circuits in China, 2015-2018

  • 5.1 Introduction of Industry Chain
    • 5.1.1 Structure
    • 5.1.2 Features
  • 5.2 Upstream of IC Industry
    • 5.2.1 Polysilicon Industry
    • 5.2.2 Special Equipment Manufacturing for Electronics Industry
  • 5.3 Major Downstream of IC Industry
    • 5.3.1 Overview
    • 5.3.2 Automobile
    • 5.3.3 Electronics Manufacturing
    • 5.3.4 Industrial Automation
    • 5.3.5 Internet and Communications
    • 5.3.6 Other Industries

6 Analysis of Sub-sectors of IC Industry in China, 2013-2017

  • 6.1 Integrated Circuit Design Industry
    • 6.1.1 Operation Status
    • 6.1.2 Development Trend
  • 6.2 Integrated Circuit Manufacturing
    • 6.2.1 Operation Status
    • 6.2.2 Development Trend
  • 6.3 Packaging and Testing Industry of Integrated Circuits
    • 6.3.1 Operation Status
    • 6.3.2 Development Trend

7 Analysis of Import and Export of IC Industry in China, 2013-2017

  • 7.1 Import of Integrated Circuits
    • 7.1.1 Overview on Imports
    • 7.1.2 Structure of Imports
    • 7.1.3 Major Import Resources
  • 7.2 Export of Integrated Circuits
    • 7.2.1 Overview on Exports
    • 7.2.2 Structure of Exports
    • 7.2.3 Major Export Destinations

8 Major Chinese Enterprises in IC Industry, 2015-2018

  • 8.1 Semiconductor Manufacturing International Corporation
  • 8.2 Tianjin Zhonghuan Semiconductor Co., Ltd.
  • 8.3 Jiangsu Changjiang Electronics Technology Co., Ltd.
  • 8.4 Tongfu Microelectronics Co., Ltd.
  • 8.5 Hangzhou Silan Microelectronics Co., Ltd.
  • 8.6 Jilin Sino-Microelectronics Co., Ltd.
  • 8.7 Tianshui Huatian Technology Co., Ltd.
  • 8.8 Will Semiconductor Co. Ltd.
  • 8.9 Gigadevice Semiconductor Inc.
  • 8.10 Shanghai Fortune Techgroup Co., Ltd.
  • 8.11 Unigroup Guoxin Co., Ltd.
  • 8.12 Shanghai Belling Corp., Ltd.
  • 8.13 Beijing Fuxing Xiaocheng Electronic Technology Stock Co., Ltd.
  • 8.14 Shenzhen Danbond Technology Co., Ltd.
  • 8.15 Ingenic Semiconductor Inc.
  • 8.16 Zhejiang East Crystal Electronic Co., Ltd.
  • 8.17 Tech Semiconductors Co., Ltd.
  • 8.18 Netac Technology
  • 8.19 Unigroup Guoxin Co., Ltd.
  • 8.20 All Winner Technology Co., Ltd.

9 Prospect of China's IC Industry, 2018- 2022

  • 9.1 Influencing Factors in Development of China's IC Industry
    • 9.1.1 Driving Power and Opportunities for IC Industry
    • 9.1.2 Threats and Challenges of IC Industry
  • 9.2 Forecast on Supply of IC Industry, 2018-2022
    • 9.2.1 Forecast on Production Volume of Domestically-produced Integrated Circuits
    • 9.2.2 Forecast on Integrated Circuit Import
  • 9.3 Forecast on Demand for Integrated Circuits in China, 2018-2022
    • 9.3.1 Forecast on Overall Demand
    • 9.3.2 Forecast on Demand in Segment Markets

Selected Charts

  • Chart Chinese GDP, 2013-2017
  • Chart Key Policies on China's IC Industry, 2013-2018
  • Chart Production Volume of Integrated Circuits in China, 2013-2017
  • Chart Structure of IC Products in China in 2017
  • Chart Production Volume of Automobiles in China, 2013-2017
  • Chart Production Volume of Mobile Phones in China, 2013-2017
  • Chart Market Size of Integrated Circuits in China, 2013-2017
  • Chart Import Volume and Value of Integrated Circuits, 2013-2017
  • Chart Major Import Resources of Integrated Circuits in 2017
  • Chart Proportion of Sales Revenue of Design Industry in IC Industry in China, 2013-2017
  • Chart Sales Revenue of China's Design Industry, 2013-2017
  • Chart Sales Revenue of China's IC Manufacturing Industry, 2013-2017
  • Chart Sales Revenue of China's Packaging and Testing of IC Industry, 2013-2017
  • Chart Production Volume of Integrated Circuits in Different Regions, 2017
  • Chart Forecast on Production Volume of Chinese Integrated Circuits, 2018-2022
  • Chart Forecast on Imported Integrated Circuits to China, 2018-2022