Looking at the semiconductor industry on the Science and Technology Innovation Board from the 2018 global market data
In recent years, there have been many mergers and acquisitions in the global semiconductor field, many of which have participated in the participation of Chinese capital, and the transfer of the integrated circuit industry to mainland China has become an industry consensus. It is estimated that the scale of the global integrated circuit market will reach 500 billion US dollars this year, and the scale of China’s integrated circuit market, which is the largest and fastest growing in the world, will also reach 2 trillion yuan.
With the great progress made in the development of China’s integrated circuit industry, the construction of the Industrial chain framework has been basically completed, the industrial structure has been continuously improved, and the industrial atmosphere has become stronger. Industrial clusters related to memory chips, compound semiconductors, artificial intelligence, and the internet of Things have landed one after another. The strong rise of China’s semiconductor industry will drive more business opportunities, and local equipment and material manufacturers will also benefit from this wave of development.
Global Semiconductor 2018 Data Analysis
First of all, I would like to introduce the position of the electronics industry and the semiconductor industry in the global GDP.
In 2017, the total global GDP was about 83 trillion US dollars, of which electronics-related industries contributed about 1.5 trillion US dollars, accounting for about 1.8% of global GDP. This ratio is similar to what we usually feel. A family with an annual income of 1 million spends about 10,000 to 20,000 a year on various electronic equipment, including mobile phones, computers, TVs, refrigerators, etc. In the future, as we spend more and more on electronic equipment, this proportion will become larger and larger, which is one of the reasons why the electronics and semiconductor industries have been growing faster than the global GDP growth rate.
In the electronics industry, the semiconductor industry accounts for about 1/3. The total value of the semiconductor industry in 2017 was about more than 430 billion US dollars, and the output value in 2018 was 470 billion US dollars. The total value of the semiconductor industry has grown from more than 140 billion US dollars in 1996 to less than 500 billion US dollars today, with an average annual compound growth rate of about 6%.
And one-third of the $500 billion in semiconductor sales is spent on costs. It mainly consists of two parts. Among them, the capital expenditure includes the purchase of equipment and the construction of factories, which cost about 110 billion US dollars per year; in addition, the purchase of raw materials for the production of chips cost 40 billion US dollars in 2016, 48.1 billion US dollars in 2017, and 50 billion US dollars in 2018.
Which companies are the main
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