2017/12/7 19:10:10
China's semiconductor industry is growing at double-digit rates. According to a survey conducted by the research institutes, with the lead of the Internet of Things, AI, 5G and cInternet of Vehicles, the output value of semiconductors in China will reach 5,176 billion yuan in 2017, an annual increase rate of 19.39%. It is estimated that in 2018, it is expected to challenge a record high of 620 billion yuan, maintaining the annual growth rate of 20%, higher than the global semiconductor industry growth rate of 3.4% in 2018.
Recently IEK warned Taiwan Semiconductor that China Semiconductor is overtaking Taiwan in three years. Similarly, a survey conducted by TrendForce, a research institute of the state science and technology department, also shows that the output value of semiconductors in China will exceed 600 billion yuan in 2018 and will show double-digit growth for five years in a row. IC products such as core processor and memory basically rely on imports and imports For four consecutive years more than 1.4 trillion yuan.
According to Zhang Ruihua, a semiconductor analyst of TrendForce in China, from the perspective of China's semiconductor industry structure, IC design industry in China surpassed IC packaging and testing industry for the first time in 2016. In the next two years, the IoT, fingerprint identification, dual cameras, AMOLED and Face Recognition and other emerging applications, driven by the expected IC design industry share will continue to grow in 2018 to 38.8%, ranking first place.
China's IC manufacturing industry is observed. At present, China has 22 12-inch fabs, including 11 under construction, 18-inch fabs and 5 under construction. It is estimated that more new fabs will enter mass production in 2018 , The overall output value is expected to rise further, driving the proportion of IC manufacturing to 28.48% in 2018 rapidly.
In addition, as most of the founding fabs and IC packaging and testing plants are to commence mass production in the second half of 2018, they will open up growth opportunities for the semiconductor materials and equipment industry in China.