中国の半導体技術分析

Abstract

This IDC study examines the technologies of the major vendors of Chinese IC design houses (so-called fabless semiconductor companies), integrated device manufacturers (IDMs), and foundries. This study includes IDC' s survey of Chinese fab status, major technology segments, and major business segments. Additionally, the study includes an assessment of the competitive landscape, providing guidance on the positioning of key players in the IC design and IDM marketplace.

"Semiconductor manufacturing technologies in China are apparently behind those in the United States, Japan, Korea, and Taiwan. However, to enhance corporate competence and incubate more talent for worldwide competition, suppliers must inevitably include China as part of their global strategy," said Patrick Liao, research manager, Asia/Pacific Semiconductors, IDC.

Table of Contents

• Table of Contents
• IDC Opinion
• In This Study
  • Scope
• Situation Overview
  • Chinese Fabless Semiconductor Companies
    • Digital Consumer Chips Are the Growth Drivers
    • 3G Will Spur of Handset Replacement
    • Table: China Fabless Semiconductor Revenue by Vendor, 2005 and 2006 (US$M)
  • Chinese IDMs and Foundries
    • Foundry Business as the Major Driver
    • Table: China Semiconductor IDM and Foundry Revenue by Vendor, 2005 and 2006 (US$M)
    • Figure: China Semiconductor Manufacturing Capacity Share by Business Type
    • Table: Summary of Fabs in China, 2Q07
  • Technology Positioning
    • 8in. Wafer Fab and 0.35um-and-Above Technologies Dominate in Chinese IDMs
    • Figure: China Semiconductor Manufacturing Capacity Share by Wafer Size
    • Figure: China Semiconductor Manufacturing Capacity Share by Technology Type
• Future Outlook
  • Government Influences Continue to Dominate
  • Foreign Investment Focuses on China Production
• Essential Guidance
  • Be Patient and Use Business Fundamentals to Measure Success in China
  • Make Effective and Efficient Management a Top Priority for Investment in China
  • Engage in the Chinese-Driven Technology Standards
  • Carefully and Patiently Choose the Right Partnerships and Channels That Protect Suppliers' IP
• Learn More
  • Related Research
  • Synopsis