Analysis of China's integrated circuit industry chain in 2021: huge downstream market demand [figure]

One 、 The industrial chain

The integrated circuit （integrated circuit） It's a tiny electronic device or component . Use a certain technology , Put the transistors needed in a circuit 、 resistance 、 Capacitors and inductors are interconnected with wiring , Made on a small piece or pieces of a semiconductor chip or dielectric substrate , Then it's enclosed in a shell , To be a micro structure with the required circuit functions . Integrated circuit industry is a kind of semiconductor industry ,1947 Invented by schottley in , Including manufacturing , Design industry , Packaging industries , It is an industry closely related to people .

Integrated circuit industry chain

source ： Zhiyan consultation and arrangement

Two 、 Upstream industries

The upstream raw materials of integrated circuits mainly come from silicon chips , Chips made of silicon chips are famous “ Shenshuzi ”, With amazing computing power .2020 The output of silicon wafers in China was about 161.3GW, Year-on-year growth 19.7%. among , The output of the top five enterprises accounts for 88.1%, And the output exceeds 10GW.

2015-2021 China's silicon wafer output and growth rate in

source ： Ministry of industry 、 Photovoltaic Association 、 SaidI think tank IC Institute 、 Zhiyan consultation and arrangement

Silicon wafer is one of the important materials in photovoltaic industry , China's silicon wafers occupy a leading position in the world , all the time , The export volume of silicon wafers in China is far greater than the import volume ,2021 In the first half of , Chinese silicon wafer （ The diameter of ＞15.24cm Monocrystalline silicon slice 、38180019） Number of exports 27612.51 Tons of , Number of imports 2357.44 Tons of , The trade gap is 25255.07 Tons of .

2016-2021 Chinese silicon wafer in the first half of （ The diameter of ＞15.24cm Monocrystalline silicon slice 、38180019） Import and export quantity

source ： China Customs

In terms of import and export amount ,2021 In the first half of , Chinese silicon wafer （ The diameter of ＞15.24cm Monocrystalline silicon slice ） Export amount 14.28 Billion dollars , Import amount 10.72 Billion dollars , The trade balance is 3.56 Billion dollars .

2016-2021 Chinese silicon wafer in the first half of （ The diameter of ＞15.24cm Monocrystalline silicon slice ） Import and export amount

source ： China Customs 、 Zhiyan consults and arranges

Two 、 Midstream industry

Integrated circuit is a modern industry “ The brain ”, It is the foundation of national science and technology strategy and the link of industrial development , The development level of integrated circuit industry reflects the national innovative manufacturing level to a certain extent .2020 In, China's IC output reached 2612.6 Billion yuan , a 2019 Years increased 594.40 Billion yuan , Year-on-year growth 29.45%,2021 year 1-11 In June, China's IC output has been completed 3295.1 Billion yuan , Large increase . At present, China's integrated circuit industry is mainly concentrated in the Yangtze River Delta 、 Pearl River Delta ﹑ Beijing Tianjin Hebei and some provinces and cities in the central and western regions , The degree of industrial agglomeration is relatively high and the characteristics are obvious .

2014-2021 year 11 Statistics of China's IC output in May

source ： National bureau of statistics 、 Zhiyan consultation and arrangement

Driven by strong demand , The global semiconductor market maintains a rapid growth trend , According to the American Semiconductor Industry Association （SIA） Published data ,2021 year 1-9 Global semiconductor market sales in January 3979 Billion dollars , Year-on-year growth 24.6%. Statistics of China Semiconductor Industry Association , China's integrated circuit industry continues to grow steadily ,2021 year 1-9 The sales volume of China's integrated circuit industry was 6858.6 One hundred million yuan , Year-on-year growth 16.1%.

2014-2021 year 9 Sales statistics of China's integrated circuit market in May （ One hundred million yuan ）

source ： China Semiconductor Industry Association 、 Zhiyan consultation and arrangement

Integrated circuit industry is divided into design industry 、 Manufacturing industry and sealing and testing industry 3 A link , Formed a relatively independent industry .2021 year 1-9 The sales volume of China's integrated circuit industry was 6858.6 One hundred million yuan . among , The design industry grew year-on-year 18.1%, sales 3111 One hundred million yuan ; The manufacturing industry grew year-on-year 21.5%, Sales 1898.1 One hundred million yuan ; The packaging and testing industry grew year-on-year 8.1%, sales 1849.5 One hundred million yuan .

2021 year 1-9 In June, the sales volume of China's integrated circuit industry segment accounted for

source ： China Semiconductor Industry Association 、 Zhiyan consultation and arrangement

According to Customs Statistics ,2021 year 1-9 In June, China imported integrated circuits 4784.2 Billion yuan , Year-on-year growth 23.7%; Export IC 2329.8 Billion yuan , Year-on-year growth 28.4%.

2014-2021 year 9 Statistics of China's IC import and export volume in May

source ： China Customs 、 China Semiconductor Industry Association 、 Zhiyan consults and arranges

According to Customs Statistics ,2021 year 1-9 The import amount of China's imported integrated circuits in June 3126.1 Billion dollars , Year-on-year growth 23.7%; Export amount 1086.2 Billion dollars , Year-on-year growth 33.1%.

2014-2021 year 9 Statistics of China's IC import and export amount in May

source ： China Customs 、 China Semiconductor Industry Association 、 Zhiyan consults and arranges

Four 、 Downstream industries

IC is mainly used in mobile communication 、 Military security 、 Computer 、 The Internet of things 、 Automotive electronics and artificial intelligence .2021 year 1-11 month , The output of electronic computers in China is 43913.1 Ten thousand units ,2020 The annual output of electronic computers is 40509.2 Ten thousand units , a 2019 Year on year growth 13.64%. stay 5G、 The Internet of things 、 big data 、 Cloud computing 、 Driven by emerging industries such as artificial intelligence , It will bring great opportunities for the development of integrated circuit industry , The overall trend of high-speed growth will continue in the future .

2015-2021 year 11 China's computer output and growth rate in June

source ： National bureau of statistics 、 Zhiyan consultation and arrangement

According to the National Bureau of Statistics ,2020 In, the output of microcomputer equipment in China was 37800.4 Ten thousand units , Year-on-year growth 10.6%;2021 year 1-11 The output of microcomputer equipment in China in June was 42264.7 Ten thousand units , Year-on-year growth 24.0%.

2015-2021 year 11 China's Microcomputer output and growth rate

source ： National bureau of statistics 、 Zhiyan consultation and arrangement

Computer manufacturing produces all kinds of computer systems 、 Peripherals 、 Industry of terminal equipment and other related devices . Together with the computer service industry, it constitutes the computer industry .2020 In, the scale of China's computer manufacturing industry was that the number of enterprise units was 1625 individual ; The scale is the amount of the enterprise's assets 13891.8 One hundred million yuan .

2015-2020 Number of Enterprises above Designated Size and amount of assets in China's computer manufacturing industry in

source ： National bureau of statistics 、 Zhiyan consultation and arrangement