Semiconductor Market Status of Electronic Information Industry

Industry Chain

The semiconductor industry, as the most indispensable part of the electronic components industry, if classified according to different product properties, they are mainly classified as: discrete devices, integrated circuits, other devices and so on. Among them, discrete devices can be further divided into diodes, transistors, thyristors, transistors, etc., and integrated circuits can be further divided into analogue circuits, microprocessors, logic integrated circuits, memories and so on.

Semiconductor Market Status of Electronic Information Industry

Main components of the semiconductor industry

Semiconductors are at the heart of many industrial complete devices, which are mainly used in consumer electronics, communications, automotive, industrial/medical, computer, military/government, and other core areas. According to Semi data disclosure, semiconductors are mainly composed of four parts: integrated circuits (about 81%), optoelectronic devices (about 10%), discrete devices (about 6%), and sensors (about 3%). Since integrated circuits account for a large percentage of the total, the industry usually equates semiconductors with integrated circuits. According to the different types of products, integrated circuits are further divided into four main categories: logic devices (about 27%), memory (about 23%), microprocessors (about 18%), and analogue devices (about 13%).

According to the classification of industry chain, semiconductor industry chain is divided into upstream support industry chain, midstream core industry chain, and downstream demand industry chain. Industries providing materials, equipment, and clean engineering are classified as the semiconductor support industry chain; design, manufacturing, and packaging and testing of semiconductor products are classified as the core industry chain; and terminals such as consumer electronics, automotive, industrial/medical, communications, computer, and military/government are classified as the demand industry chain.

Market Growth Rate

The global semiconductor industry has developed into a huge industry scale, according to reliable data, the size of the global semiconductor industry in 1994 exceeded 100 billion U.S. dollars, exceeded 200 billion U.S. dollars in 2000, nearly 300 billion U.S. dollars in 2010, in 2015 as high as 336.3 billion U.S. dollars. Among them, the 1976-2000 compound growth rate reached 17%, after 2000, the growth rate slowly began to slow down, 2001-2008 compound growth rate of 9%. In recent years, the semiconductor industry has gradually stepped into a stable and mature development period, and is expected to grow at a compound rate of 2.37% in 2010-2017.

Development prospects

According to the latest shipment report published by SEMI, the shipment amount of North American semiconductor equipment manufacturers in May 2017 was US$2.27 billion. This represents an increase of up to 6.4% YoY from April's $2.14 billion, and an increase of $1.6 billion, or 41.9% YoY, from the same period last year. From the data, the May shipment amount is not only the fourth consecutive month of sustained high, but also hit since March 2001, a record
Record high since March 2001. Semiconductor equipment is the construction of semiconductor production lines and industry boom degree pioneer, in general, equipment manufacturers shipments growth often predicts the industry and boom upward, we believe that in China's semiconductor production lines to accelerate as well as accelerated market demand drive, the global semiconductor industry is expected to enter a new boom upward period.

Industry Scale

At this stage, the global semiconductor industry has developed into a huge industry scale, the industry is gradually maturing, looking for new economic growth points in the global semiconductor industry has become an important issue. We believe that the rapid development of China's semiconductor industry is expected to become a brand new driving force for the semiconductor industry to achieve cross-cycle growth.

2010-2017 global semiconductor industry market size ($ billion)
China's semiconductor market maintains a high degree of prosperity, and the domestic semiconductor market is expected to reach 1,686 billion yuan in 2017, with a compound growth rate of 10.32% from 2010-2017, much higher than the global semiconductor industry's average growth rate of 2.37%, which has become an important driving engine for the global semiconductor market.During 2001-2016, the domestic IC market size increased from 126 billion yuan to about 1,200 billion yuan, accounting for nearly 60% of the global market share. Industry sales expanded more than 23 times, from 18.8 billion yuan to 433.6 billion yuan.During 2001-2016, China's IC industry and market CAGR was 38.4% and 15.1% respectively.During 2001-2016 China's IC packaging, manufacturing, and design went hand in hand with a CAGR of 36.9%, 28.2%, and 16.4% respectively. Among them, the proportion of design industry and manufacturing industry has been increasing, promoting the optimisation of IC industry structure.