China's impact on the semiconductor industry: 2012 update
Chapter 3: Design in China
Noticeable growth
IC design revenues grew from US$178 million in 2001 to $7.3 billion in 2011-- experiencing a compounded annual growth rate (CAGR) of 45%.
Chapter 4: Greater China
The bigger picture
Greater China, which includes mainland China, Hong Kong and Taiwan, accounted for more than half of the worldwide semiconductor consumption market in 2011.
Chapter 5: Manufacturing
Growing capabilities
Packaging, assembly and test is probably the largest of China's semiconductor manufacturing sectors when measured in terms of value added, production revenue, employees and manufacturing floor space.
Chapter 6: Government and production
growth scenarios
A look at how changing government incentives might impact the industry, IPO activity, patent creation and how likely various growth scenarios might be and why.
Another year of strong growthWe began this in-depth look at the China semiconductor industry in 2004 in response to our clients' concerns about whether China's production volumes would contribute to worldwide over-capacity and a subsequent downturn in the global semiconductor industry. Since then, it has become clear that market growth in China was far more significant to the worldwide semiconductor industry than production volumes. That relationship may now have started to change as China's 2011 semiconductor performance far exceeded the worldwide industry. In fact, in 2011 both China's semiconductor consumption market and semiconductor industry growth were more than ten times greater than worldwide semiconductor industry growth.
Our report includes an in-depth look at both consumption and production, design, and manufacturing as well as the government incentives and goals for this fast-growing industry. We look at changing roles in Greater China, evaluate progress against growth scenarios originally set in 2004 and revised in 2011 and examine the growth of semiconductor IPOs and patents as a measure of a maturing industry. The detailed, individual chapters are as follows:
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