中国对半导体行业的影响 - 报告.pdf

/chinasemicon China’s impact on the semiconductor industry: 2015 update Technology Institute Full Report March 2016 Table of contents Overview Part I – China’s semiconductor market Part II – China’s semiconductor industry Part III – China’s design industry Part IV – China’s semiconductor manufacturing Part V – Top Chinese semiconductor companies and manufacturers About this report Interpreting Chinese semiconductor statistics China’s impact on the semiconductor industry: 2015 update PwC Overview Overview During the eleven years that PwC has reported on Chinas impact on the semiconductor industry, China has moved rapidly from being the smallest of the regional semiconductor consumption markets in 2003, to the largest by 2005, and then expanded its consumption leadership position and increased its market share every subsequent year but one. During four of those years China’s consumption grew by commanding the majority of worldwide market growth, while during the other six years, including the past four, China’s consumption has grown at the expense of decreases in other regions. While the worldwide semiconductor market has grown by US$169 billion from 2003 through 2014, China’s semiconductor consumption has grown by US$173 billion, and 2014 was the third year that China consumed more than half of the worldwide semiconductor market. From 2004 through 2014 China’s semiconductor consumption grew at a ten-year compound annual growth rate (CAGR) of 16.7% while the worldwide semiconductor market grew at a 4.7% CAGR. During that same period Chinas much smaller semiconductor industry revenue grew at a 20.5% CAGR. A conservative comparison indicates that China’s semiconductor industry accounted for 13.4% of the world- wide semiconductor industry in 2014, up from 12.0% in 2013 and 11.6% in 2012. Updat