China’s Impact on the Semiconductor Industry, High Tech, Page 9
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| Page content: the semiconductor consumption market used in the On the production side, China's semiconductor industry production of electronic products for domestic use will growth was noticeably impacted by the 2008/09 increase by seven percentage points to almost 40%. This semiconductor downturn, suffering a double-digit should further increase the importance of semiconductor decline in the fourth quarter. Still, China's semiconductor companies developing products that meet the unique industry's share of the worldwide industry continued to requirements of China's domestic market. It should grow, accounting for 11% of worldwide production in also increase the government's focus and efforts to 2008 (becoming both noticeable and significant). As was encourage the development of China's IC design (fabless) the case for the prior two years, much of this increase industry sector and to reduce the use of foreign-owned came from multinational rather than local domestic intellectual property. semiconductor companies. China's semiconductor industry remains much more heavily concentrated in OSD The largest suppliers to the Chinese market continue to (optoelectronics, sensors, discretes) and IC packaging be the same multinational semiconductor companies. and testing than IC wafer manufacturing and IC design. There were no Chinese companies (or brands) among the top 50 suppliers to the Chinese semiconductor market When and as the recovery from the 2008/09 in 2008. Even if the largest Chinese semiconductor semiconductor downturn is realized, it is expected that companies sold all their 2008 output within China, no China's electronic systems production will continue to Chinese semiconductor company would be among the grow at a greater rate than worldwide production. The top 45 suppliers to the Chinese semiconductor market. transfer of electronic systems production to China is forecast to continue through the next business cycle, At the same time, China's leading OEMs are purchasing although probably at a slower rate. It will continue as a a significant and increasing number of semiconductor result of: (a) further worldwide industry cost and market devices. They could be important customers for many driven restructuring; (b) China's very competitive support of the international semiconductor companies intending infrastructure; (c) China's longer term economic stimulus to participate in the continuing growth of the Chinese programs and (d) China's growing domestic market semiconductor market. Assuming the semiconductor demand. As a result, China's semiconductor consumption content of their products was 24.7% (the average for all market will continue to grow somewhat faster than the of China's electronic systems production in 2008), worldwide market and should gain at least a couple of these 12 Chinese OEMs could be responsible for percentage points of market share over the next five semiconductor consumption of US$18.5 billion-- years. An increasing share of this market will come from equal to 17.8% of China's total semiconductor market. domestic consumption. PricewaterhouseCoopers 9 | ||||||
