Semiconductors Market Brief - China - Monthly - August 2020 - Hui He Principal Analyst, China Semiconductor Intelligence Service - Omdia
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Semiconductors Market Brief - China - Monthly - August 2020 Hui He Principal Analyst, China Semiconductor Intelligence Service askananalyst@omdia.com © 2020 Omdia Brought to you by Informa Tech
Semiconductors Market Brief - China - Monthly - August 2020 | September 2020 Contents • Overall market dynamics 3 • Industry highlights 4 • The design level of China semiconductors has been ahead of the manufacturing industry 5 • TSMC is still the most important wafer partner for Chinese semiconductor design companies 6 • Appendix 7 Page 2 © 2020 Omdia
Semiconductors Market Brief - China - Monthly - August 2020 | September 2020
Overall market dynamics
• The development of compound semiconductors (GaN and SiC) will be included in the new national semiconductor development plan.
– In the next three years, with China’s new infrastructure plan, compound semiconductors will have a market growth rate of more than
40%, especially in new energy vehicles, 5G communications, data centers, and other fields to start large-scale applications.
• Huawei officially announced that it will no longer produce Kirin chipset. At present, the 5nm chip in TSMC will be named kirin9000,
which will be carried on Huawei’s Mate 40 smartphone and will be launched at the end of the year, with a total amount of approximately
10 million units.
• Power semiconductor devices will be widely used in the construction of new infrastructure. Insulated-gate bipolar transistor (IGBT) is the
core device for energy conversion and transmission. Shanghai Huahong Grace Semiconductor Manufacturing Corporation (HHGrace) has
the first 12-inch power device foundry production line in China.
• ChangXin Memory Technologies (CXMT) launched mass production of 19nm DDR4/LPDDR4 now and will proceed with 17nm in 2021.
The maximum capacity in its first phrase will be 70,000 pieces of wafer per month.
• Yangtze Memory Technologies Co., Ltd. (YMTC) launched its own brand of SSD product and sold to the open market.
Page 3 © 2020 OmdiaSemiconductors Market Brief - China - Monthly - August 2020 | September 2020
Industry highlights Figure 1: Chinese IC design industry revenue forecast, 2010–24
200,000 70%
180,000
60%
160,000
• According to the data from China’s State Council, China's chip self-
sufficiency rate will reach 70% by 2025. 140,000 50%
– In 2019, China’s chip imports amounted to $304 billion. However, this 120,000
40%
figure was a decrease of $8 billion compared with the import value in
2018, a year-on-year (YoY) decrease of 2.6%. 100,000
30%
– According to Omdia forecast, 70% of the self-sufficiency rate is for 80,000
specific application fields rather than the entire electronic market. Figure 60,000 20%
1 is a forecast analysis made by Omdia based on the current Chinese
semiconductor design industry and local design demand for 40,000
10%
semiconductors. 20,000
• China’s National IC Investment Fund Phase II (please refer to the appendix), 0 0%
which was established in October 2019, was officially implemented in 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
March 2020; it has amassed ¥200 billion in financing. Sensors & actuators Optical semiconductor
Discrete Analog IC
• China’s new national policies will promote the development of the Logic IC Microcomponent
integrated circuit (IC) industry (please refer to the Appendix).
Memory Chinese IC design industry revenues
CAGR Local design demand (%)
Source: Omdia © 2020 Omdia
Page 4 © 2020 OmdiaSemiconductors Market Brief - China - Monthly - August 2020 | September 2020
The design level of China semiconductors has been ahead of the
manufacturing industry
Figure 2: Percentage of Chinese foundry process revenue, 2010–24 Figure 3: Percentage of Chinese IC design companies by process revenue, 2010–24
100% 100%
90% Others 90%
80% 80%
0.25/0.35-micron
0.25/0.35-micron
70% 70%
0.18/0.15-micron
60% 0.18/0.15-micron 60%
50% 50%
0.13/0.11-micron
40% 40%
0.13/0.11-micron
30% 30% 28nm 14/16nm
90nm
0.191 0.045&0.040nm
90nm 0.055&0.065nm
20% 20%
0.055 & 0.065nm 10nm
28nm 7nm
10% 0.15 10%
0.045 & 0.040nm 14/16nm
0% 0% 5nm
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Others 0.25/0.35-micron 0.18/0.15-micron 0.13/0.11-micron Others 0.25/0.35-micron 0.18/0.15-micron 0.13/0.11-micron
90nm 0.055 & 0.065nm 0.045 & 0.040nm 28nm 90nm 0.055&0.065nm 0.045&0.040nm 28nm
14/16nm 10nm 7nm 14/16nm 10nm 7nm 5nm
Source: Omdia © 2020 Omdia Source: Omdia © 2020 Omdia
Page 5 © 2020 OmdiaSemiconductors Market Brief - China - Monthly - August 2020 | September 2020
TSMC is still the most important wafer partner for Chinese
semiconductor design companies
• According to the guidance of the Chinese government for the Figure 4: Worldwide foundry revenue from China's IC design market, 2019
whole IC industry, the compound annual growth rate (CAGR) of
the whole industry will exceed 20% by 2025. 0.7%
1.6% 4.3%
• Because of the trade conflicts between China and the US and the 2.5% TSMC
sanctions imposed by the US in recent years, China has made 2.4%
SMIC
great progress in the semiconductor design. However, the basic 5.6%
Huali
manufacturing technology and upstream equipment and 4.9% Huahong Semiconductor
materials of semiconductors are still far behind the international 0.8% UMC
Tier 1 level. CSMC
GlobalFoundries
• TSMC is still the main wafer supplier of Chinese semiconductor 60.6%
16.6% Wuhan Xinxin
design companies. TSMC has a huge wafer share in the GTA(ASMC)
semiconductor of Chinese market every year; more than 50% of Others
the bulk wafer service revenue still comes from TSMC.
Source: Omdia © 2020 Omdia
Page 6 © 2020 OmdiaAppendix Page 7 © 2020 Omdia
Semiconductors Market Brief - China - Monthly - August 2020 | September 2020
China’s National IC Fund Phase II
Table 3: China’s National IC Fund Phase II investment list
(millions of yuan)
Company name Investment date Amount (¥ millions) Major products
UNIS March 17, 2020 2,250 System-on-chip (SoC) and RF frontend (RFFE) in mobile devices, the Internet
(Spreadtrum and RDA) of Things (IoT), connectivity, security, and set-top boxes (STBs)
Telink March 26, 2020 27 Bluetooth, Zigbee, low-power wireless personal area networks (LoWPANs),
and low-power 2.4Gb
SMIC May 16, 2020 10,555 Advanced process technology, especially in SMIC South
SMIC July 7, 2020 3,517.5 Advanced process technology, especially in SMIC South
Source: Omdia © 2020 Omdia
Page 8 © 2020 OmdiaSemiconductors Market Brief - China - Monthly - August 2020 | September 2020 China’s central government’s IC industry incentive policy (1/2) Table 4: Policy Table 5: Import preferences Policy Contents Process Enterprise Commodity IPO Supports eligible enterprises in listing on the science and
Semiconductors Market Brief - China - Monthly - August 2020 | September 2020 China’s central government’s IC industry incentive policy (2/2) Table 6: Comparison Segment Description Segment Description
Semiconductors Market Brief - China - Monthly - August 2020 | September 2020 Appendix Further reading Mobile Phones & Electronics Market Tracker - China (June 2020) OEM Semiconductor Spend Tracker (July 2020) Application Market Forecast Tool AMFT - China Local Design (July 2020) Semiconductor Industry Tracker - China Author Hui He, Principal Analyst, China Intelligent Service askananalyst@omdia.com Page 11 © 2020 Omdia
Semiconductors Market Brief - China - Monthly - August 2020 | September 2020 Appendix Omdia Consulting We hope that this analysis will help you make informed and imaginative business decisions. If you have further requirements, Omdia’s consulting team may be able to help you. For more information about Omdia’s consulting capabilities, please contact us directly at consulting@omdia.com. Citation Policy Request external citation and usage of Omdia research and data via citations@omdia.com. Page 12 © 2020 Omdia
Disclaimer The Omdia research, data and information referenced herein (the “Omdia Materials”) are the copyrighted property of Informa Tech and its subsidiaries or affiliates (together “Informa Tech”) and represent data, research, opinions or viewpoints published by Informa Tech, and are not representations of fact. The Omdia Materials reflect information and opinions from the original publication date and not from the date of this document. The information and opinions expressed in the Omdia Materials are subject to change without notice and Informa Tech does not have any duty or responsibility to update the Omdia Materials or this publication as a result. Omdia Materials are delivered on an “as-is” and “as-available” basis. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions contained in Omdia Materials. To the maximum extent permitted by law, Informa Tech and its affiliates, officers, directors, employees and agents, disclaim any liability (including, without limitation, any liability arising from fault or negligence) as to the accuracy or completeness or use of the Omdia Materials. Informa Tech will not, under any circumstance whatsoever, be liable for any trading, investment, commercial or other decisions based on or made in reliance of the Omdia Materials. Get in touch Americas E: customersuccess@omdia.com 08:00 – 18:00 GMT -5 Europe, Middle East & Africa E: customersuccess@omdia.com 8:00 – 18:00 GMT Asia Pacific E: customersuccess@omdia.com 08:00 – 18:00 GMT + 8 © 2020 Omdia Brought to you by Informa Tech
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