2016-03-25-普华永道-中国对半导体行业的影响_-_2015年报告_mar2016_42页_2mb

摘要

• China's semiconductor market and industry have experienced significant growth, with consumption increasing by 12.6% in 2014 to 56.6% of the global market.
• China's semiconductor consumption has outpaced the global market, growing at a CAGR of 18.8% from 2003-2014, while its industry revenue grew by 20.5%.
• The consumption-production gap widened to $20.1bn in 2014, highlighting inefficiencies and reliance on imports.
• Design is the fastest-growing segment, contributing 22% of industry revenue, while manufacturing and packaging support the ecosystem.
• The top 10 and top 50 companies show increasing concentration in design and manufacturing, with government policies fostering growth.
• China leads in semiconductor packaging and assembly, accounting for 25% of worldwide capacity.
• Challenges include data inconsistencies in reporting and a need for technological advancements to reduce import dependency.

关键点

• 中国的半导体市场和产业增长迅速，消费占比超过全球一半。
• 设计业是增长最快的细分市场，封装和测试在中国处于领先地位。
• 存在显著的内部需求与产能缺口问题，技术自主仍受限。
• 政府政策驱动产业进步，但数据显示统计标准需协调。