In the subregion, the dominance of the Asia-Pacific region is increasingly prominent, accounting for 60% of the global market. The global semiconductor market is mainly distributed in the Americas, Europe, Japan and the Asia Pacific region, and the market structure is relatively clear. Market, accounting for more than 50% of the global market share, followed by the Americas market, accounting for about 20% of the global market, again for the European and Japanese markets, both of the same volume, both about 10-12% of the global market.
The output value of China's semiconductor industry has seen explosive growth since 2015, with a CAGR of 15.79% over the past five years. This time, the Chinese government strongly advocated the promotion of overall industrial development. The reason for this is precisely that at present, China's IC products such as core processor and memory Basically all rely on imports. The import of related IC products has exceeded 200 billion U.S. dollars for four years in succession. Improving the localization rate has become an important issue.
Recently, the Industry Research Institute released the "Semiconductor Wafer, Wafer Industry Market Outlook and Investment Analysis" data show that from 2012 to 2016, China's semiconductor market sales increased from 354.85 billion yuan to 637.8 billion yuan, of which, as the integrated circuit as The largest component of the semiconductor sales volume increased from 215.845 billion yuan to 433.55 billion yuan, CAGR 19.05%, accounting for the semiconductor market share increased from 60.83% to 68%.
China's semiconductor market is in short supply and its dependence on imports is still grim. According to statistics and forecasts, the demand for semiconductors in China will continue to increase from 6.7% in 2010-2015, higher than the global average but less than 10% in 2016. Year, China's semiconductor industry demand scale of 194 billion US dollars, for the first time more than 10% self-supply data show that China's annual consumption of semiconductor value of the world's total shipments of nearly 1/3, but China's semiconductor output value only accounts for 6% -7%. Many imported chips are mounted on personal computers, smartphones and other devices before being exported overseas, but there is still a huge gap between the number of semiconductors produced by Chinese chip makers and the number of semiconductors consumed by China itself. According to customs statistics Compared with the same period of last year. In 2016, the import of integrated circuits was 345.55 billion pieces, an increase of 9.1% over the same period of last year; the amount of imports was 227.07 billion U.S. dollars, down 1.2% from the same period of last year while China imported only 607.8 billion yuan of crude oil in the same period. Twice as much.
Prospects Industry Research Institute predicts China's semiconductor market demand will rise from 213 billion U.S. dollars to 262 billion U.S. dollars in 2017-2020, while CAGR will increase to 7.15%, while the semiconductor self-sufficiency rate is expected to rise from 11.20% to 15%. However, 85% of the demand Still dependent on imports, demand is still serious.