China’s Impact on the Semiconductor Industry, High Tech, Page 5
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| Page content: consequence, the value of some metrics may vary slightly between different figures and tables. We acknowledge these differences and trust that they will not divert our readers' attention from the value and significance of the findings of the report. Our intent with this method remained to construct a more comprehensive, meaningful, and yet quantitatively based picture of the industry than is otherwise available. Using this method, we surfaced additional findings and considered the ramifications for multinational semiconductor industry companies. Then finally, based on this newly developed information, we formulated a current set of recommendations for industry companies. The growth of China's semiconductor market--which consists primarily of electronics manufacturing services (EMS) companies, original design manufacturers (ODMs) and original equipment manufacturers (OEMs) that consume chips in China--continues to be a major catalyst for change in the industry. For this reason, we assessed the status of the market in depth and considered its effects on semiconductor production: wafer fabs; packaging, assembly and test facilities; and integrated design manufacturers (IDMs) of the industry. We also reviewed the status of the fabless and design companies in China. Our report also examines the composition of the semiconductor value chain in China, comparing it with the worldwide value chain. As part of that analysis, the report reviews both the demand for semiconductor equipment in the country and the primary equipment suppliers to the market. We then reviewed three production forecast scenarios against actual production and consumption growth realized during the period. A couple of further points we should note on the data sources. The metrics we used or developed had to be sufficiently comprehensive and consistent to be useful for the type of report we wanted to publish. For that reason we elected to use the World Semiconductor Trade Statistics (WSTS) values for the worldwide semiconductor market wherever possible even though several other market research firms have reported greater values. The WSTS values are the only official values recognized by the various industry associations, including the China Semiconductor Industry Association (CSIA), that are members of the World Semiconductor Council. We also elected to convert the Renminbi (RMB) currency values from various Chinese data sources to US dollar values at the average foreign exchange rate for the year reported on rather than at the year-end rate. Most of the semiconductor transactions in China are originally priced in dollars or other foreign currencies and converted to RMB on a contemporaneous basis for local reporting purposes. The original 2004 report explored in detail the overall dynamics of the global semiconductor industry and various issues that make China's part of that industry different or even unique. The fundamental analysis of the 2004 report remains valid and readers who would like to gain a better understanding of these fundamentals should refer to the original as well as subsequent reports available at www.pwc.com/techcenter. | ||||||
