Mainland China's Semiconductor and Equipment Markets: A Complete Analysis Of Technical, Economic, and Political Issues

China is by far the largest consumer of semiconductors; it accounts for about 45 percent of the worldwide demand for chips, used both in China and for exports. But more than 90 percent of its consumption relies on imported integrated circuits. Integrated-circuit companies in China entered the semiconductor market late - some two decades after the rest of the world - and have been playing catch-up ever since in an industry in which success depends on scale and learning efficiencies. The Chinese government made several attempts to build a local semiconductor industry, but none really took hold. Now, however, things are changing on both the business and policy fronts.

Mainland China represents a huge opportunity for semiconductor manufacturers and equipment and materials suppliers. Massive investments in China’s semiconductor industry is paying off as internal production is making inroads on demand. The emerging semiconductor market will exhibit growth far in excess of any other country.

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

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 China Resources Microelectronics Ltd
2.5.3 Grace Semiconductor Manufacturing
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 He Jian Technology
2.5.13 TSMC
2.5.14 Ningbo BYD Semiconductor
2.5.15 SIM-BCD
2.5.16 Intel
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
3.3 Semiconductor Equipment Market
3.4 Telecommunications
3.4.1 Wireless
3.4.2 Internet
3.5 Computers

Chapter 4 High-Tech Sectors

4.1 Introduction
4.2 Telecommunications
4.2.1 China Telecom
4.2.2 China Mobile
4.2.3 Domestic Competition
4.2.4 Foreign Competition
4.3 Computers
4.4 Optoelectronics
4.5 Software
4.6 Consumer Electronics
4.7 Chemicals
4.8 Environmental Industry
4.9 TFT-LCD Technology

Chapter 5 High Technology Industry Development Zones

5.1 Introduction
5.2 Torch Program
5.3 High Technology Industry Development Zones
5.3.1 Anhui Province
Hefei High And New Technology Industry Development Zone
5.3.2 Beijing
Beijing Experimental Zone For The Development Of New Technology Industries
Changping Park Of Bez
Fengtai Park Of Bez
5.3.3 Fujian Province
Fuzhou Science And Technology Park
Xiamen Torch High Technology Industry Development Zone
5.3.4 Gansu Province
Lanzhou High And New Technology Industry Development Zone
5.3.5 Guangdong Province
Foshan High And New Technology Industry Development Zone
Guangzhou Tianhe High And New Technology IndustryDevelopment Zone
Huizhou Zhongkai New Technology Industry Development Zone
Shenzhen Science And Technology Industrial Park
Zhongshan High & New Technology Innovation Service Center
Zhuhai High And New Technology Industry Development Zone
5.3.6 Guangxi Zhuang Autonomous Region
Guilin High And New Technology Industry Development Zone
Nanning New Technology Industry Development Zone
5.3.7 Guizhou Province
Guiyang Xintian New Technology Industry Development Zone
5.3.8 Hainan Province
Hainan International Industrial Park
5.3.9 Hebei Province
Baoding New Technology Industry Development Zone
Shijiazhuang High And New Technology Industry Development Zone
5.3.10 Heilongjiang Province
Daqing High And New Technology Industry Development Zone
Harbin High And New Technology Industry Development Zone
5.3.11 Henan Province
Luoyang High And New Technology Industry Development Zone
Zhengzhou High And New Technology Industry Development Zone
5.3.12 Hubei Province
Wuhan Donghu New Technology Development Zone
Xiangfan High And New Technology Industry Development Zone
5.3.13 Hunan Province
Changsha High And New Technology Industry Development Zone
Zhuzhou High And New Technology Industry Development Zone
5.3.14 Inner Mongolia Autonomous Region
Baotou Rare Earth High And New Technology Industry Development Zone
5.3.15 Jiangsu Province
Changzhou High And New Technology Industry Development Zone
Nanjing High And New Technology Industry Development Zone
Suzhou High And New Technology Industry Development Zone
Wuxi High And New Technology Industry Development Zone
5.3.16 Jiangxi Province
Nanchang High And New Technology Industry Development Zone
5.3.17 Jilin Province
Changchun High And New Technology Industry Development Zone
Jilin High And New Technology Industry Development Zone
5.3.18 Liaoning Province
Anshan High And New Technology Industry Development Zone
Dalian High And New Technology Industrial Park
Shenyang New-High-Tech Industrial Development Zone
5.3.19 Shaanxi Province
Baoji High And New Technology Industry Development Zone
Xi'an New Technology Industry Development Zone
5.3.20 Shandong Province
Ji'nan High And New Technology Industry Development Zone
Qingdao High-Tech Industrial Park
Weifang High And New Technology Industry Development Zone
Zibo High And New Technology Industry Development Zone
5.3.21 Shanghai
Incubator Center Of High-Technology Of China Textile International
Shanghai High And New Technology Industry Development Zone
Shanghai Zhangjiang Hi-Tech Park
5.3.22 Shanxi Province
Taoyuan High And New Technology Industry Development Zone
5.3.23 Sichuan Province
Chengdu High And New Technology Industry Development Zone
Chongqing High And New Technology Industry Development Zone
Mianyang High And New Technology Industry Development Zone
5.3.24 Tianjin
Tianjin New Technology Industrial Park
5.3.25 Xinjiang Uygur Autonomous Region
Urumqi High And New Technology Industry Development Zone
5.3.26Yunnan Province
Kunming High And New Technology Industry Development Zone
5.3.27 Zhejiang Province
Hangzhou High And New Technology Industry Development Zone
5.4 Free Trade Zones

Chapter 6 Economic Statistics And Analysis

6.1Economic 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
6.10 National Bureau Of Statistics (NBS)
6.10.1 Functions And Responsibilities
6.10.2 Leadership
6.10.3 Internal Setup
6.10.4 Overview

Chapter 7 Domestic Private Sector Issues

7.1 Economic Transformation
7.2 Private Sector Dynamics
7.3 Shift Of Government Policy
7.4 Private Sector Financing
7.5 New Rules Under The WTO

Chapter 8 Foreign Investment

8.1 Foreign Direct Investment
8.2 Turnaround
8.3 WTO Pledges
8.4 Can China Be Trusted
8.5 Venture Capitalists
8.6 Sino-Japanese Trade

Chapter 9 Political Issues

9.1 China's Foreign Policy
9.1.1 National Sovereignty
9.1.2 Opposing Superpowers
9.1.3 Peaceful Coexistence
9.1.4 Strengthening Solidarity
9.1.5 Relations With Developed Countries
9.1.6 Promoting China's Reunification
9.2 One Country, Two Systems
9.3 China-Taiwan Relations

List of Figures

3.1 China’s GDP
3.2 China’s IC Production
3.3 China’s IC Consumption
3.4 China’s IC Production/Consumption Ratio
3.5 China’s IC Import Requirements
3.6 China’s IC Supply/Demand
3.7 China’s IC Fab Capacity
3.8 China’s IC Fab Capacity by Region
3.9 China’s IC Fab Capacity by Wafer Size
3.10 China’s IC Fab Capacity by Geometry
3.11 China’s IC Applications
3.12 Semiconductor Equipment Forecast
3.13 Semiconductor Equipment Market Shares
3.14 China’s Revenue of Telecom Services
3.15 China’s 3G Subscribers
3.16 Cellular Subscribers In China And Asia
3.17 China's Cellphone Market
3.18 China's Internet Users
3.19 China's PC Market
4.1 Materials Forecast By Region
5.1 Map Of Regions Of China
6.1 China’s GDP Growth
7.1 Percentage Of Private Sector Industrial Output
7.2 Employment Growth Rates By Type Of Employer
7.3 Sources Of Finance By Company Size
7.4 Banking Constraints By Company Size
8.1 Direct Foreign Investment

List of Tables

2.1 Chinese IC Fab Construction 2004- Present
2.2 Chinese Foundry Construction 2004- Present
2.3 IC Technology Development In China
2.4 Major Packaging And Testing Companies In China
2.5 China IC Packaging And Testing Firms: Joint
2.6 China IC Packaging And Testing Firms: Wholly-Owned Taiwan Firms
2.7 China IC Packaging And Testing Firms: Locally-Owned Firms
2.8 China fabless IC design firms
2.9 Main Pure-Play Foundry Revenues In China
4.1 China's Leading Export/Import Partners For High-Technology Products
4.2 Main Software Parks In China
4.3 China’s Consumer Electronics Production
5.1 National High Technology Industry Development Zones
8.1 Top Foreign Investors In China
8.2 Foreign Direct Investment By Destination
8.3 Direct U.S. Foreign Investment
8.4 Top 20 Venture Capitalists