中国の半導体および半導体機器市場：中国本土の技術/経済/政治課題分析

Abstract

China's semiconductor industry is expanding rapidly. However, in 2000, the country produced 5.9 billion chips, accounting for just 27% of domestic demand and most high-end products used in computers and mobile phones had to be imported. Domestic semiconductor companies also had to import designs from overseas companies.

The semiconductor industry is positioned for explosive growth in fab construction, leading to tremendous opportunities for semiconductor equipment and materials suppliers. In China's 10th five-year development plan, 25 new advanced fabs are earmarked.

However, by 2005 Chinese-produced semiconductors will not keep up with demand. Only 23% of chips needed to meet demand for an ever increasing amount of telecommunications, computing, and consumer electronics production in China will be domestically manufactured. China is lagging far behind the leading industrialized countries in chip production.

This report analyzes Mainland China's semiconductor and equipment industries, examining the technical, economic, and political issues that are shaping this nascent industry. Markets are forecast from 2000 to 2005.

Table of Contents

Chapter 1 Introduction

• 1.1 Introduction
• 1.2 Background
  • 1.2.1 Opening China To The Outside World
  • 1.2.2 Economic Zones
  • 1.2.3 Border Cities
  • 1.2.4 Advanced Technology Development
  • 1.2.5 Infusion Of Foreign Capital
  • 1.2.6 Taiwan Investment
  • 1.2.7 China's Electronics Industry Outlook
  • 1.2.7 Summary

Chapter 2 Semiconductor Industry

• 2.1 Introduction
• 2.2 China's Domestic Semiconductor Market
• 2.3 China's Semiconductor Infrastructure
• 2.4 Government Goals
• 2.5 Semiconductor Manufacturers In China
  • 2.5.1 China Hua Jing Electronics Group Corporation
  • 2.5.2 CSMC-Hua Jing
  • 2.5.3 Shanghai Grace Semiconductor Manufacturing
  • 2.5.4 Hangzhou Youwang Electronics
  • 2.5.5 Huayue Microelectronics
  • 2.5.6 Semiconductor Manufacturing Int'l (SMIC)
  • 2.5.7 Advanced Semiconductor Manufacturing (ASMC)
  • 2.5.8 Fairchild Semiconductors
  • 2.5.9 Huaxia Semiconductor Manufacturing
  • 2.5.10 Mitsubishi-Stone Semiconductor
  • 2.5.11 Motorola
  • 2.5.12 Shanghai Belling
  • 2.5.13 Shougang NEC Electronics Corporation
  • 2.5.14 Shanghai Hua Hong NEC Electronics
  • 2.5.15 STMicroelectronics - Hynix
  • 2.5.16 Xunchuang IC Holding
  • 2.5.17 Toshiba Semiconductor (Wuxi)
  • 2.5.18 He Jian Technology
  • 2.5.19 TSMC
  • 2.5.20 Ningbo Sinomos Semiconductor Incorporated (NSSI)
  • 2.5.21 SIM-BCD
  • 2.5.22 Nanotech
  • 2.5.23 Nanker
• 2.6 Back-End Manufacturing
• 2.7 Printed Circuit Board (PCB) Manufacturing
• 2.8 Microelectronics Industry Equipment
• 2.9 IC Design
• 2.10 Electronics Components
• 2.11 Role Of Foreign Companies
• 2.12 IC Industry Assessment

Chapter 3 Market Analysis

• 3.1 Economic Recovery In Asia
• 3.2 Semiconductor Market
• 3.3 Semiconductor Equipment Market
• 3.4 Telecommunications
• 3.4.1 Wireless
• 3.4.2 Internet
• 3.5 Computers

Chapter 4 High-Tech Sectors

• 4.1 Introduction
• 4.2 Telecommunications
• 4.2.1 China Telecom
• 4.2.2 China Mobile
• 4.2.3 Domestic Competition
• 4.2.4 Foreign Competition
• 4.3 Computers
• 4.3.1 Domestic Suppliers
• The Legend Group
• The China Great Wall Group
• Tontru Information Industrial Group
• Others
• 4.3.2 Major Foreign Competitors
• 4.4 Optoelectronics
• 4.5 Software
• 4.6 Consumer Electronics
• 4.7 Chemicals
• 4.8 Environmental Industry
• 4.9 TFT-LCD Technology

Chapter 5 High Technology Industry Development Zones

• 5.1 Introduction
• 5.2 Torch Program
• 5.3 High Technology Industry Development Zones
  • 5.3.1 Anhui Province
    • Hefei High And New Technology Industry Development
• Zone
  • 5.3.2Beijing
    • Beijing Experimental Zone For The Development Of New Technology Industries
    • Changping Park Of Bez
    • Fengtai Park Of Bez
  • 5.3.3 Fujian Province
    • Fuzhou Science And Technology Park
    • Xiamen Torch High Technology Industry Development Zone
  • 5.3.4 Gansu Province
    • Lanzhou High And New Technology Industry Development Zone
  • 5.3.5 Guangdong Province
    • Foshan High And New Technology Industry Development Zone
    • Guangzhou Tianhe High And New Technology Industry Development Zone
    • Huizhou Zhongkai New Technology Industry Development Zone
    • Shenzhen Science And Technology Industrial Park
    • Zhongshan High & New Technology Innovation Service Center
    • Zhuhai High And New Technology Industry Development Zone
  • 5.3.6 Guangxi Zhuang Autonomous Region
    • Guilin High And New Technology Industry Development Zone
    • Nanning New Technology Industry Development Zone
  • 5.3.7 Guizhou Province
    • Guiyang Xintian New Technology Industry Development Zone
  • 5.3.8 Hainan Province
    • Hainan International Industrial Park
  • 5.3.9 Hebei Province
    • Baoding New Technology Industry Development Zone
    • Shijiazhuang High And New Technology Industry Development Zone
  • 5.3.10 Heilongjiang Province
    • Daqing High And New Technology Industry Development Zone
    • Harbin High And New Technology Industry Development Zone
  • 5.3.11 Henan Province
    • Luoyang High And New Technology Industry Development Zone
    • Zhengzhou High And New Technology Industry Development Zone
  • 5.3.12 Hubei Province
    • Wuhan Donghu New Technology Development Zone
    • Xiangfan High And New Technology Industry Development Zone
  • 5.3.13 Hunan Province
    • Changsha High And New Technology Industry Development Zone
    • Zhuzhou High And New Technology Industry Development Zone
  • 5.3.14 Inner Mongolia Autonomous Region
    • Baotou Rare Earth High And New Technology Industry Development Zone
  • 5.3.15 Jiangsu Province
    • Changzhou High And New Technology Industry Development Zone
    • Nanjing High And New Technology Industry Development Zone
    • Suzhou High And New Technology Industry Development Zone
    • Wuxi High And New Technology Industry Development Zone
  • 5.3.16 Jiangxi Province
    • Nanchang High And New Technology Industry Development Zone
  • 5.3.17 Jilin Province
    • Changchun High And New Technology Industry Development Zone
    • Jilin High And New Technology Industry Development Zone
  • 5.3.18 Liaoning Province
    • Anshan High And New Technology Industry Development Zone
    • Dalian High And New Technology Industrial Park
    • Shenyang New-High-Tech Industrial Development Zone
  • 5.3.19 Shaanxi Province
    • Baoji High And New Technology Industry Development Zone
    • Xi'an New Technology Industry Development Zone
  • 5.3.20 Shandong Province
    • Ji'nan High And New Technology Industry Development Zone
    • Qingdao High-Tech Industrial Park
    • Weifang High And New Technology Industry Development Zone
    • Zibo High And New Technology Industry Development Zone
  • 5.3.21 Shanghai
    • Incubator Center Of High-Technology Of China Textile International
    • Shanghai High And New Technology Industry Development Zone
    • Shanghai Zhangjiang Hi-Tech Park
  • 5.3.22 Shanxi Province
    • Taoyuan High And New Technology Industry Development Zone
  • 5.3.23 Sichuan Province
    • Chengdu High And New Technology Industry Development Zone
    • Chongqing High And New Technology Industry Development Zone
    • Mianyang High And New Technology Industry Development Zone
  • 5.3.24 Tianjin
    • Tianjin New Technology Industrial Park
  • 5.3.25 Xinjiang Uygur Autonomous Region
    • Urumqi High And New Technology Industry Development Zone
  • 5.3.26 Yunnan Province
    • Kunming High And New Technology Industry Development Zone
  • 5.3.27 Zhejiang Province
    • Hangzhou High And New Technology Industry Development Zone
• 5.4 Free Trade Zones

Chapter 6 Economic Statistics And Analysis

• 6.1 Economic Climate
• 6.2 GDP
• 6.3 Employment Sector
• 6.4 Inflation
• 6.5 Retail Sales
• 6.6 Foreign Trade
• 6.7 Rural Spending
• 6.8 Investments
• 6.9 Economic Statistics
• 6.1 0National Bureau Of Statistics (NBS)
  • 6.10.1 Functions And Responsibilities
  • 6.10.2 Leadership
  • 6.10.3 Internal Setup
  • 6.10.4 Overview

Chapter 7 Domestic Private Sector Issues

• 7.1 Economic Transformation
• 7.2 Private Sector Dynamics
• 7.3 Shift Of Government Policy
• 7.4 Private Sector Financing
• 7.5 New Rules Under The WTO

Chapter 8 Foreign Investment

• 8.1 Foreign Direct Investment
• 8.2 Turnaround
• 8.3 WTO Pledges
• 8.4 Can China Be Trusted
• 8.5 Venture Capitalists
• 8.6 Sino-Japanese Trade

Chapter 9 Political Issues

• 9.1 China's Foreign Policy
  • 9.1.1 National Sovereignty
  • 9.1.2 Opposing Superpowers
  • 9.1.3 Peaceful Coexistence
  • 9.1.4 Strengthening Solidarity
  • 9.1.5 Relations With Developed Countries
  • 9.1.6 Promoting China's Reunification
• 9.2 One Country, Two Systems
• 9.3 China-Taiwan Relations
  • 9.3.1 Tension
  • 9.3.2 Political Uncertainty

LIST OF FIGURES

• 3.1 China's GDP
• 3.2 China's IC Production
• 3.3 China's IC Consumption
• 3.4 China's IC Production/Consumption Ratio
• 3.5 China's IC Import Requirements
• 3.6 China's IC Import Requirements
• 3.7 China's IC Fab Capacity
• 3.8 China's IC Applications
• 3.9 Semiconductor Equipment Forecast
• 3.10 Semiconductor Equipment Market Shares
• 3.11 China's Revenue of Telecom Services
• 3.12 China's Mobile and Fixed Line Subscribers
• 3.13 China's Cellphone Market
• 3.14 China's Internet Users
• 3.15 China's PC Market
• 5.1 Map Of Regions Of China
• 6.1 China's GDP Growth and Domestic Demand
• 7.1 Percentage Of Private Sector Industrial Output
• 7.2 Employment Growth Rates By Type Of Employer
• 7.3 Sources Of Finance By Company Size
• 7.4 Banking Constraints By Company Size
• 8.1 Direct Foreign Investment
• 9.1 Taiwan's Jobless Rate
• 9.2 Cumulative Investment In China

LIST OF TABLES

• 2.1 Chinese IC Fab Construction
• 2.2 Chinese Foundry Construction
• 2.3 IC Technology Development In China
• 2.4 Major Packaging And Testing Companies In China
• 2.5 China IC Packaging And Testing Firms: Joint
• 2.6 China IC Packaging And Testing Firms: Wholly-Owned Taiwan Firms
• 2.7 China IC Packaging And Testing Firms: Locally-Owned Firms
• 2.8 China fabless IC design firms
• 3.1 Cellular Subscribers In China And Taiwan
• 4.1 Main Software Parks In China
• 5.1 National High Technology Industry Development Zones
• 6.1 Major Economic Indicators
• 8.1 Foreign Direct Investment In China By Enterprise
• 8.2 Top Ten Foreign Investors In China
• 8.3 Foreign Direct Investment By Destination
• 8.4 Direct U.S. Foreign Investment
• 8.5 Top Venture Capitalists