China’s Impact on the Semiconductor Industry, High Tech, Page 59
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| Page content: revenues. In aggregate, China's semiconductor value chain production revenues have increased to represent almost 8% of the 2008 worldwide semiconductor value chain. On the consumption side, more than 67% of the semiconductor devices China consumed in 2008 were used in the manufacture of electronic products for export. By corollary, almost one third were used in electronic products for domestic consumption within China. This share of semiconductors used for electronic products for domestic consumption is expected to increase as a result of China's economic stimulus package and other government initiatives. China also continues to be a growing buyer of materials, a cyclical user of equipment and a modest licensor of semiconductor property and electronic design automation tools. Due to China's relatively large and growing share of semiconductor packaging, assembly and test production, its materials use continues to be somewhat more concentrated in back-end materials rather than in wafer fab materials. In the last three years China's semiconductor value chain aggregate consumption has increased by 90%. Based on 2008 results, the country now consumes 35% of the worldwide semiconductor value chain, compared to only 21% in 2005. Packaging, assembly and test production On net, China reported eight additional semiconductor packaging, assembly and test (SPA&T) facilities in 2008, bringing the total to 107. Though the country reported the addition of 12 new facilities--and that others were expanded-- four more were closed. These 107 facilities represent: · 20% of the total number of worldwide SPA&T facilities; · 17% of worldwide SPA&T manufacturing floor space (ranking third behind Taiwan with 20% and Japan with 19%); and · 18% of reported worldwide SPA&T employees. China's eight net new facilities represent an 8% nominal increase. Meanwhile, the number of worldwide SPA&T facilities increased by a net 66 to a total of 548 (a 14% increase). Overall, China's share of net new reported facilities in 2008 was 12%. Most of the increase in both China and worldwide SPA&T facilities results from under-reporting in prior years. For example, reported SPA&T manufacturing space in China increased by a net of 3.3 million square feet (31%) during 2008, while SPA&T manufacturing space reported worldwide increased by 10.2 million square feet (14%) to a total of almost 82 million square feet. Here, China accounts for 33% of newly reported worldwide SPA&T manufacturing space. However, this relatively large share was about equally the result of (1) better reporting of prior listed but not space measured facilities and (2) actual expansions plus newly listed facilities. PricewaterhouseCoopers 59 | ||||||
