Industrial chain of integrated circuit industry: circuit design as the leading factor
The integrated circuit industry chain is divided into three links: circuit design, chip manufacturing and packaging testing. In recent years, there is a trend of vertical division of labor among these three links, which has developed into an independent electronic industry and an integrated circuit supporting industry for producing packaging materials.
From the practical point of view, the integrated circuit industry chain is mainly based on circuit design. Circuit design companies design integrated circuits, then entrust chip manufacturers to produce wafers, then entrust packaging factories to package and test integrated circuits, and then sell them to electronic machine products manufacturers.
The integrated circuit industry market is developing rapidly.
Although Chinese mainland's IC industry started late, after nearly 20 years of rapid development, China's IC industry has grown from scratch, from weak to strong, and has occupied a decisive position in the global IC market. According to the statistics of China Semiconductor Industry Association, from 20 10 to 20 19, the sales of China's integrated circuit industry showed an overall growth trend, from 2014401500 million yuan to 756.23 billion yuan in 20 19, mainly due to the Internet of Things and the Internet of Things.
In 2020, China's integrated circuit industry will continue to maintain double-digit growth. From June to September, 2020, the sales of China's integrated circuit industry reached 590.58 billion yuan, up 65.438+06.9% year-on-year. Among them, the design industry grew by 24. 1% year-on-year, with sales of 263.42 billion yuan, still the fastest growing industry among the three industries, accounting for 44.60% of all industries; The manufacturing industry grew by 18.2% year-on-year, with sales of1560.6 billion yuan, accounting for 26.42%; The packaging and testing industry grew by 6.5% year-on-year, with sales of171billion yuan, accounting for 28.97%.
Regional pattern of integrated circuit industry market: industrial space in core areas is emerging.
The distribution of China's integrated circuit industry clusters has further emerged, initially forming the industrial spatial pattern of the three core regions of the Yangtze River Delta, Bohai Rim and Pearl River Delta.
The Yangtze River Delta region is the region with the strongest integrated circuit industry foundation and the most advanced technology in China, accounting for half of the country's industrial scale, and the industrial chain of design, manufacturing, packaging and testing, equipment and materials has developed in an all-round way. Among them, the local enterprises of integrated circuit manufacturing industry include SMIC, Hua Hong Group, Hefu Ruili and China Resources Microelectronics.
At present, the prosperity of the integrated circuit industry in the Bohai Rim region cannot be compared with that in the Yangtze River Delta, but it has great potential. Bohai Rim region is one of the focuses of domestic traditional manufacturing industry. In recent years, the pressure of industrial upgrading will make the high-end manufacturing industry get strong support and develop rapidly, and the integrated circuit manufacturing industry in this region will also develop rapidly.
The Pan-Pearl River Delta region has gradually gathered many leading semiconductor enterprises, such as HiSilicon, ZTE Microelectronics, Ding Hui Science and Technology, Duntai Technology and other domestic semiconductor enterprises under Huawei, which has enabled the integrated circuit industry in the whole region to achieve rapid development.
Market development prospect and trend of integrated circuit industry
The rapid development of downstream emerging application fields will drive the sustainable development of domestic integrated circuit industry. Due to the injection of national industrial funds, integrated circuit enterprises will be more likely to expand their scale, improve their technical level and become bigger and stronger. Internationally, the integrated circuit industry is one of the few industries that can withstand the test of the international economic downturn, so even if the international economy is still weak in the future, the integrated circuit industry can still achieve great development. Generally speaking, domestic IC enterprises have good business prospects.
In the future, with the improvement of the global economic situation, the export-driven demand for complete electronic products in China is expected to increase, and OEMs will speed up procurement and replenish the inventory of integrated circuit products. Mobile internet device, represented by portable mobile smart devices and smart phones, will continue to grow rapidly. The market scale of PC field will gradually shrink, which will directly affect the development of memory market and CPU market.
With the increase of per capita car ownership, the market growth rate of automotive electronics is expected to rise gradually. Industrial control and network communication will still be the growth points of the future market. In addition, with the deepening of information construction in medical electronics, security electronics and various industries, integrated circuit products applied in these industries will occupy more and more market share.
From 20 10 to 20 19, the average compound annual growth rate of the integrated circuit market in China reached about 20%. On the whole, the integrated circuit market in China will also show a good trend of rapid development in the future. It is preliminarily predicted that in the next five years, the market size of integrated circuit industry in China will keep a conservative compound annual growth rate of 12%, and it is predicted that the market size of integrated circuit industry in China will reach about 2 trillion yuan by 2026.
——? For more research and analysis on this industry, please refer to the Analysis Report on Market Demand Forecast and Investment Strategic Planning of China Integrated Circuit Industry by Forward-looking Industry Research Institute.