Global IC market share ranks only 3% in mainland China

According to the latest survey of IC Insight, the US semiconductor research institute, the market share of the global IC market last year ranked the top in the US with 55%, and both the IDM or IC design companies and fabless are Leading the world, Taiwan ranks fourth, followed by South Korea and Japan, but this survey did not include wafer foundry sales.

The fabless factory includes IC design and design service providers such as MediaTek and Zhiyuan. As the global smartphone market grows rapidly, the main battleground of the IC design factory has shifted from computers to mobile devices in recent years. We can use the rapid growth of the market to nurture IC design companies.

IC Insight said that although the global market share of semiconductors in Mainland China is only 3%, the pace of growth has been the fastest in recent years, mainly the growth of the IC design industry. From 2010 to the end of last year, the market share has increased from 5% to 9%; Although US semiconductor still won the championship, the market share dropped from 69% in 2010 to 63%.

SEMICON Southeast Asia, which will be held at the end of April, moved to Penang, Malaysia this year. According to Ng Kai Fai, the chairman of the conference, SEMI (International Association of Semiconductor Equipment and Materials) estimates that the semiconductor market in Southeast Asia is in strong demand. From 2015, 2016, the demand for semiconductor equipment from South East Asia will be US$5 billion; this does not include US$14 billion in raw materials, 110 Billion packaging related business opportunities.

At present, Southeast Asia contributes about one-quarter of the world's semiconductor assembly output value, and is also the world's major assembly, packaging and testing base. According to the manufacturers, the emerging Southeast Asian market is definitely a market that Taiwan’s semiconductor manufacturers can maintain without losing sight of their international competitiveness.

The top two countries, the United States and South Korea, each have Intel and Samsung. South Korea last year accounted for nearly one-fifth of the global market, Japan's 9%, Taiwan ranked fourth with 7%, compared to the shrinking vertical integration plant, I have no wafers The manufacturing factory market accounted for 18%, far higher than the overall performance.

Looking ahead to the future changes in the semiconductor market in the United States and Europe, IC Insight pointed out that there will be “negative growth” due to multiple mergers and acquisitions. In the vertical integration plant, as the European plants NXP (NXP, founded by Philips of the Netherlands) and Infineon (German Infineon) respectively acquired the Freescale and IR of the US plants, they will boost the European market share, and the United States will decline.

Fabless will continue to increase its market share in the United States because Qualcomm and Intel have each acquired CSR and Lantiq, the second-largest and third-largest fabless suppliers in Europe.