Semiconductors are materials whose electrical conductivity can be controlled, ranging from insulators to conductors. The importance of semiconductors is enormous, both from the point of view of technological and economic development. The core units in most electronic products today are closely related to semiconductors.
A, 2019 global semiconductor materials market sales of 52.12 billion U.S. dollars
SEMI report pointed out that the global semiconductor materials market in 2019 sales of 52.12 billion U.S. dollars, a slight decline of -1.1%. Sub-regionally, semiconductor sales in Taiwan, South Korea, China, Japan, North America, and Europe amounted to $11.34 billion, $8.83 billion, $8.69 billion, $7.70 billion, $5.62 billion, and $3.89 billion, respectively, accounting for 22%, 17%, 17%, 15%, 11%, and 17% of the global semiconductor materials market share. Mainland China is the only growing semiconductor materials market among the regions in 2019, with the third largest sales volume.
Two, 2019 encapsulation materials sales decline growth rate than wafer fabrication materials
Sub-products, 2019 global wafer fabrication materials sales of $32.8 billion, a slight decline of 0.4%; of which process chemicals, sputtering targets, and CMP declined by more than 2% year-on-year. 2019 encapsulation materials Sales of $19.2 billion, down 2.3% year-on-year.
Three, 2019 more than half of the semiconductor listed companies net profit growth
Domestic listed companies, there are also many listed companies in the semiconductor industry, but from the scale of view of the relatively small, but in the new round of production capacity expansion period, it will bring new development opportunities. As of January 21, 2020, *** there are 22 semiconductor companies announced 2019 performance forecast, there are 15 enterprises net profit growth, including Shanghai Xinyang, Wintech, Beijing Junzheng, Antai Science and Technology, Tianlong Optoelectronics, Silicon Treasure Technology 6 enterprises net profit year-on-year growth of more than 100% (data comparison below the line until the end of the line, the same below), accounting for 27.27%; net profit year-on-year There are seven companies down, respectively, strong new material, air Jin technology, three Ann photoelectric, Silan micro, Dinglong shares, Taiwan-based shares, Datang Telecom, accounting for 31.82%.
Four, the core chip local independent imminent
Future, the development trend of China's semiconductor industry is mainly manifested in the following: First, the policy guidance to promote integrated circuits as a strategic industry. Second, emerging technologies will become the future core products of the integrated circuit industry. Third, core technology and human resources become the sustainable development force of the IC industry. In particular, it is important to note that China's domestic semiconductor self-sufficiency level is very low, especially the extreme lack of core chips, the domestic share of almost zero, the domestic product independence is imminent.
-- The above data comes from Semiconductor Silicon Wafers, Epitaxial Wafer Industry Market Outlook Forecast and Investment Strategy Planning Analysis Report
.