China’s impact on the semiconductor industry: 2009 update
Despite exceptional growth over the past five years, both China's semiconductor market and industry were not immune to the global economic downturn, and will probably end 2009 with negative growth numbers. Still, China's influence on the semiconductor industry—as both a consumer and supplier—remains considerable and it continues to impact all related technology industries as well, demanding that technology companies react to its impact strategically and with speed and agility.
In 2004, PwC began the study series China's impact on the semiconductor industry in response to the rapid growth of the semiconductor industry in China. The 2009 report, our fourth and most comprehensive update, evaluates the current status of the semiconductor industry in China, assesses geographical and product category demand, reviews shifts in the semiconductor value chain, and provides three different IC production growth scenarios.
More importantly, the report offers concrete recommendations technology companies can consider so they can take appropriate actions in response to China's current impact of the global semiconductor industry.