The semiconductor industry is further concentrated, with Top25 accounting for over 3/4 of the global semiconductor market

Original title: The semiconductor industry is further concentrated, Top 25 manufacturers account for more than 3/4 of the global semiconductor market

IC Insights' report on April 11, 2018 shows that Top5 semiconductor suppliers accounted for 43% of global semiconductor market sales in 2017, an increase of 10% from 10 years ago. Top 25 semiconductor manufacturers sell The market accounted for 77% of the global semiconductor market, and Top50 semiconductors accounted for 88% of the global semiconductor market. The share of Top5, Top10, Top25 companies has increased by 10-12% compared with the past 10 years. This shows that the semiconductor industry this year Is simply the world of big plants.

Taking advantage of mergers and acquisitions among technology companies in recent years, IC Insights estimates that the phenomenon of mergers and acquisitions by Evergrande will become even more pronounced. The above data have not yet been included in the foundry. In recent years, the Japanese semiconductor market has been declining, and the market share has been decreasing. 49% in 1990, fell to 7% in 2017, the overall market share and influence decreased significantly, once outstanding Japanese manufacturers such as NEC, Hitachi, Mitsubishi and Panasonic disappeared from the list of top IC suppliers. If Toshiba eventually sold The loss of flash memory will further reduce the market share of Japanese manufacturers. The rise of Korean IC suppliers, especially its memory industry, has changed the semiconductor market structure in the past 27 years. This has led to the market share of Asian semiconductors, from 1990 to 1990. 4%, soared to 38% in 2017. North America replaced Japan as the semiconductor king to dominate the world, its market share was 38% in 1990, and it soared to 49% in 2017, relying on strong data to speak.

Due to fierce competition, the number of IC suppliers in Japan has decreased, the vertical integration business has been lost, the IC field for multiple mass terminal applications has been eliminated, and the collective shift to a light-wafer business model has reduced the investment in new semiconductor fabs and equipment. At the same time, Japanese manufacturers' semiconductor spending accounted for only 5% of global semiconductor spending in 2017 (2% lower than last year's IC market share). However, they used to account for 51% of global semiconductor spending in the 1990s. The above ratio.

The entire Asia-Pacific region has climbed from 4% in 1990 to 38% last year. In addition to the Taiwan region, mainland China is also the main growth area. Europe has dropped from 9% to 6%.