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1、中国的半导体及半导体制造设备市场一中国本土的技术/经济/政治面的综合分析研究报告MainlandChina,sSemiconductorandEquipmentMarkets:ACompleteAnalysisOfTechnical,Economic,andPoliticalIssues联系购买电话:010-82863480公司名称:佐思信息公司地址:北京市海淀区苏州街18号院长远天地大厦A2座1008-1室(100080)2010-6摘要From2000through2005,theChineseICmarketregisteredacompound
2、annualgrowthrate(CAGR)of33%to$40.8billionin2005.AsChinabecomesaglobalproductionbaseforelectronicterminals,consumerdemandforemergingmulti-functional,highlyintegratedelectronicproductsisincreasing.Memory,MCUsandDSPsmakeup33%intotalICproductsinChineuIn2005,themarketdemandfortheseth
3、reegroupsofICswasworthU.S.$14.6bi11ion.Mostofthefirst200mmproductionlinesestablishedinthemainlandhaveTaiwanesebackground,withproponentsincludingSMIC,GraceandHejianTechnology.Maintaininglow-costmanufacturingcapabilityandprovidingfoundryservicefortheirexistingcustomersareimportant
4、considerationsforTaiwaneseenterprises.Priceisthetopconsiderationinsettingupmainlandfoundriesinadditiontobeingluredbyfast-growingmarkctsinthemainland.Nearly80%ofnotebookssuppliedbyTaiwaneseODMssuchasQuantaandCompalarcmanufacturedonthemainland.Domesticcompanieshavemadeimpressivein
5、roadsintothedevelopmentandcoinmcrcializationofafewspecificICproductssuchassecondgenerationIDcards,audiodecodechips,thirdgenerationcellphonebasebandchipsandMP3chips.Chinahasatotal650semiconductorcompanies,with200,000employees.Tnabreakdown,thenumberofTCdesigncompaniesinthecoimtrya
6、pproachedsome500attheendof2005,withanannualgrowthofsalesrevenuehitting61.3%andanemployedpopulationreaching18,000.China'sfabcapacitygrew45%from145,000equivalentwaferspermonthto210,000,andweexpectthesamestronggrowthin2007.AsTaiwanhasshiftedelectronicmanufacturingtothemainland,them
7、ainland,sICdesigncapabilityhasimproveddramatically.Forinstance,communicationsICsarealreadyyieldingSystem-on-d-Chip(SoC)-levelproductsbasedon0.13-0.18umprocess,whileconsumerelectronicsproductsfocuson0.18-0.5umprocess.Therearethreemajordrivingforcesbehindsuchphenomenalgrowth.First
8、isthecontinuinggrowthofthedomesticmarketthathas