China (Mainland) Semiconductor and Equipment Market 2020: Investments in New Fabs or Capacity Expansion will Exceed US$160 Billion in the Coming Years

Dublin, Oct. 09, 2020 (GLOBE NEWSWIRE) -- The "Mainland China's Semiconductor and Equipment Markets: Analysis and Manufacturing Trends" report from The Information Network has been added to's offering.

This report analyzes Mainland China's semiconductor and equipment industries, examining the technical, economic, and political issues that are shaping this nascent industry

China's rising investment in the semiconductor industry is growing TAM for local equipment makers. Based on the projects we track, we expect investments in new fabs or capacity expansion will exceed US$160bn in China over the coming 5-7 years; we expect this will drive an increase in China's equipment spending to more $40 billion in 2025, with sixty percent of the investments going to memory fabs. We believe the expansion of product offerings by local equipment companies will result in significant growth opportunities over the coming five years.

China has made some progress in developing its domestic fabless industry, though is still dependent on importing the final manufactured product in several cases. It has also reduced its import dependence in some areas by encouraging global producers to set up manufacturing within China to serve both its local demand as well as use China as an export base. Most noticeably in recent years has been the setting up of memory plants by Samsung, Hynix, and Intel in China that has resulted in a strong CAGR of memory exports from China.

However, given the continued growth of domestic tech demand as well as Chinese brand's rising share of end tech products in the global market has meant that China's demand for semiconductors has outpaced the growth of its domestic semis production and has increased demand for semi parts that it does not locally produce, resulting in larger net import of semiconductors.

Seventy percent of all tech- related imports by China are of semiconductor products, thus, making it highly dependent on foreign-sourced parts. Several of these imported semiconductors are also meant for powering its technology related exports (handsets, telco equipment, and consumer electronics). China also imports most of its equipment required for semi and display manufacturing and currently has limited capability to manufacture any of these equipment companies locally. Thus, not surprisingly, the focus of Chinese authorities, in the past decade or more, has been to develop a local semiconductor industry.

While the focus on developing a domestic semiconductor industry has borne some fruit - local semis production has been growing at a 20% CAGR in recent years (including semi production by global players out of their China-based facilities) - China, as discussed in the previous section, remains a large importer of semiconductors, and hence, the need to continue to focus on developing the local industry. Geopolitical developments in recent years, particularly the inclusion of several Chinese entities (notably Huawei, Hikvision amongst others) by the US on its restricted Entity List, further adds urgency to China's initiatives to localize the tech industry and reduce its import dependence.

Key Topics Covered:

Chapter 1 Introduction
1.1 Introduction

Chapter 2 Semiconductor Industry
2.1 Introduction
2.2 China's Domestic Semiconductor Market
2.3 China's Semiconductor Infrastructure
2.4 Government Goals
2.5 Semiconductor Manufacturers In China
2.5.1 Wuxi China Resources Huajing Microelectronics
2.5.2 CSMC Technologies
2.5.3 Shanghai Huahong Grace Semiconductor Manufacturing Corporation (HHGRACE)
2.5.4 Hangzhou Youwang Electronics
2.5.5 Huayue Microelectronics
2.5.6 Semiconductor Manufacturing Int'l (SMIC)
2.5.7 Advanced Semiconductor Manufacturing (ASMC)
2.5.8 Fairchild Semiconductor
2.5.9 Shanghai Belling
2.5.10 SK Hynix
2.5.11 Toshiba Semiconductor (Wuxi)
2.5.12 HeJian Technology
2.5.13 TSMC
2.5.14 Ningbo BYD Semiconductor
2.5.15 SIM-BCD
2.5.16 Intel
2.5.17 Samsung
2.5.18 Datung NXP Semiconductors
2.5.19 UMC
2.5.20 XMC
2.5.21 Shanghai Huali Microelectronics Corporation
2.5.22 GlobalFoundries
2.6 Back-End Manufacturing
2.7 Printed Circuit Board (PCB) Manufacturing
2.8 Microelectronics Industry Equipment
2.9 IC Design
2.10 Electronics Components
2.11 Role Of Foreign Companies
2.12 IC Industry Assessment

Chapter 3 Market Analysis
3.1 Economic Recovery In Asia
3.2 Semiconductor Market
3.2.1 Investment Strategies
3.2.2 China's Semiconductor Outlook And Made-In-China 2025
3.2.3 China Semiconductor Policy Development
3.2.4 Progress On Government Investment In The Semiconductor Industry
3.2.5 IC Industry Status
3.2.6 China IC Fab Capacity
3.2.7 Huawei's 2019 Targeted Financials
3.2.8 Global Memory Market
3.2.9 Chinese Memory Market
3.2.10 SMIC China's Leading Foundry
3.2.11 SMIC Capabilities Compared To TSMC
3.3 Semiconductor Equipment Market
3.4 Telecommunications
3.4.1 Wireless
3.4.2 Internet

Chapter 4 High-Tech Sectors
4.1 Introduction
4.2 Telecommunications
4.3 Optoelectronics
4.4 Software
4.5 Consumer Electronics
4.6 Chemicals/Materials
4.7 Environmental Industry
4.8 Display
4.8.1 TFT-LCD Technology
4.8.2 OLED Technology

Chapter 5 High Technology Industry Development Zones
5.1 Introduction
5.2 Torch Program
5.3 High Technology Industry Development Zones
5.4 Free Trade Zones

Chapter 6 Economic Statistics And Analysis
6.1 Economic Climate
6.2 GDP
6.3 Employment Sector
6.4 Inflation
6.5 Retail Sales
6.6 Foreign Trade
6.7 Consumer Spending
6.8 Investments
6.9 Economic Statistics

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Source: The Information Network

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