中國(guó)半導(dǎo)體行業(yè)市場(chǎng)前景及投資研究報(bào)告-培訓(xùn)課件外文版2024.4

DIGITAL

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TRENDSSemiconductorsinChinaCHAPTER

01OverviewSemiconductorsalesinChinafrom2015to2023,bymonth(inbillionU.S.dollars)SemiconductorsalesinChina2015-2023,bymonth201816141210864204Description:SemiconductorsalesinChinareached11.66billionU.S.dollarsinJanuary2023.TheJanuary2023figureisasignificantdecreasefromthemonthofJanuaryin2022wheresalesinChinareached17.04billionU.S.dollars.

ReadmoreNote(s):China;2015to2023Source(s):SIA;WSTSMarketsizeofsemiconductorindustryinChinafrom2015to2022,bysegment(inbillionyuan)MarketvalueofsemiconductorindustrysegmentsinChina2015-2022PackagingandtestingWafermanufacturingChipdesign1,4001,2001,0008006004002000585.69372.8451.9317.6384.16306.4251.9207.4256164.4112.7156.4214.9181.8132.590.1144.8189299.52022276.32021250.952020219.42018235138.420152016201720195Description:In2022,China'ssemiconductorindustryhadacombinedmarketvalueof1.26trillionyuan.Thelargestsegmentoftheindustryischipdesign,whichcontributedatotalvalueof586billionyuan.DespiteChinabeingconsideredthefactoryoftheworld,itonlyaccountsforjustoverfivepercentoftheglobalmanufacturingcapacity.ReadmoreNote(s):China;2015toSeptember2022Source(s):AskCIConsulting;ChinaSemiconductorIndustryAssociation;TencentQQ;Website()Salesvalueoftheintegratedcircuit(IC)designindustryinChinafrom2017to2022withanestimatefor2023(inbillionyuan)ValueoftheICdesignindustrysalesinChina2017-2023700600500654.3534.57459.69381.944003002001000308.49257.72018194.6201720192020202120222023*6Description:In2022,thesalesvalueoftheintegratedcircuitdesignindustryamountedto535billionyuaninChina.Thesemiconductorindustryisacomplicatedecosystemofhighlyspecializedactors.Theyincludefablessmanufacturers,contractmanufacturers,andpackagingandtestingcompanies.ReadmoreNote(s):China;2017to2022;*Estimated.Oneyuanequals0.14U.S.dollarsand0.13euros(asofNovember2023).

ReadmoreSource(s):AskCIConsulting;ChinaSemiconductorIndustryAssociationMarketsizeofthewaferoriginalequipmentmanufacturer(OEM)industryinChinafrom2018to2022withanestimatefor2023(inbillionyuan)SizeofthewaferOEMindustryinChina2016-202310090.39077.18070605040302010066.846.939.839.1201820192020202120222023*7Description:In2022,themarketsizeoforiginalequipmentmanufacturersinChina'swaferindustryreached77billionyuan.OEMsproducecomponentsforso-calledvalue-addedresellers(VARs),whosellthefinalproductundertheirbrand.Often,OEMsworkcloselytogethertodesigntheproduct.ReadmoreNote(s):China;2018to2022;*Estimate.Oneyuanequals0.14U.S.dollarsand0.13euros(asofNovember2023).

ReadmoreSource(s):AskCIConsultingMarketsizeoftheintegratedcircuit(IC)testingandpackagingindustryinChinafrom2018to2022withanestimateof2023(inbillionyuan)SizeoftheICpackagingandtestingmarketinChina2018-2023350299.530025020015010050280.71276.3250.95234.97219.390201820192020202120222023*8Description:In2022,thevalueoftheintegratedcircuitpackagingandtestingindustryamountedto300billionyuaninChina.Thesemiconductorindustryisacomplicatedecosystemofhighlyspecializedactors.Theyincludefablessmanufacturers,contractmanufacturers,andpackagingandtestingcompanies.ReadmoreNote(s):China;2018to2022;*Estimated.Oneyuanequals0.14U.S.dollarsand0.13euros(asofNovember2023).Thefiguresforpreviousyearshavebeenrevisedinin2023.

ReadmoreSource(s):AskCIConsulting;Frost&SullivanCHAPTER

02MaterialsSizeofthesemiconductormaterialmarketinChinafrom2017to2022withanestimatefor2023(inbillionyuan)SizeofthesemiconductormaterialsmarketinChina2017-2023120100102.4391.4482.028067.159.7458.57604020052.452017201820192020202120222023*10Description:In2022,thesizeofthesemiconductormaterialmarketamountedto91billionyuan.Accordingtotheforecast,themarketsizewasexpectedtoreachover10billionyuanby2023.Asaresponsetointernationalcompetition,theChinesegovernmentincreasedtheemphasisonbuildingadomesticsemiconductorindustrytostrengthenself-reliance.ReadmoreNote(s):China;2017to2022;*Estimate.Valueshavebeenrounded.Oneyuanequals0.14U.S.dollarsand0.13euros(asofAugust2023).

ReadmoreSource(s):AskCIConsulting;Varioussources(SEMI)ProductionvolumeofsiliconinChinafrom2010to2022(in1,000metrictons)SiliconproductioninChina2010-20227,0006,4006,0006,0004,9205,7005,6005,5005,2005,0505,0005,0004,7804,8005,0004,0003,0002,0001,00004,0002010201120122013201420152016201720182019202020212022*11Description:Chinaisbyfartheworld`slargestsiliconproducer,withaproductionvolumeestimatedatsixmillionmetrictonsin2022.ReadmoreNote(s):China;2010to2022;*Estimated.

Productionquantitiesarecombinedtotalsofestimatedsiliconcontentforferrosiliconandsiliconmetal,asapplicable,exceptasnoted.

Thisstatisticwasassembledusingseveraleditionsofthereport.

ReadmoreSource(s):USGeologicalSurveyProductionvolumeofsiliconwafersinChinafrom2016to2022(ingigawatts)ProductionvolumeofsiliconchipsinChina2016-2022400350300250200371.3227161.3150134.62019107.1201892100500652016201720202021202212Description:In2022,theproductionvolumeofsiliconchipswas371GW,a41percentincreasetothepreviousyear.Siliconchipsareusedforsolarpanelsandcomputerchips.

ReadmoreNote(s):China;2016to2022Source(s):Sohu;Varioussources(ChinaPhotovoltaicIndustryAssociation)ProductionvolumeofphotoresistinChinafrom2016to2021withanestimatefor2022(in1,000metrictons)ProductionvolumeofphotoresistinChina2016-20222001801601401901501301201008060402001109080702016201720182019202020212022*13Description:In2021,theproductionvolumeofphotoresistamountedto150thousandmetrictons.Photoresistisacrucialmaterialnecessaryforphotolithographybecauseofitslight-sensitiveproperties.Itisusedinthechipmanufacturingprocess.

ReadmoreNote(s):China;2016to2021;*Estimate.ReadmoreSource(s):AskCIConsulting;NetEaseProductionvolumeofquartzsandinChinafrom2015to2022(inmillionmetrictons)OutputvolumeofquartzsandinChina2015-20221009094.0791.2387.6585.2482.5577.868073.6567.867060504030201002015201620172018201920202021202214Description:In2022,theproductionvolumeofquartzsandinChinaamountedto94millionmetrictons.Overthepastyears,thedomesticdhasndforsandhadbeenrisingandexceedednationalproductioncapabilities.Therefore,thecountryhasincreasinglyreliedonimportsfromothernationslikeMalaysia.ReadmoreNote(s):China;2015to2022Source(s):Website()ProductionvolumeofgermaniuminChinafrom2019to2022withanestimatefor2023(inmetrictons)OutputvolumeofgermaniuminChina2019-202314013012712511911812010080604020020192020202120222023*15Description:In2022,theoutputvolumeofgermaniuminChinaamountedto127metrictons.Germaniumisanimportantingredientfortheproductionofsemiconductors.Chinaisthelargestproducerofgermaniumintheworld.ReadmoreNote(s):China;2019to2022Source(s):AskCIConsulting;BaiduCHAPTER

03EquipmentMarketsizeofsemiconductorequipmentinChinafrom2017to2021withanestimateof2023(inbillionyuan)SizeofthesemiconductormarketinChina2017-2023350300250200150303.2274.52199.34126.0690.57201988.28201810050055.4220172020202120222023*17Description:In2022,thesizeoftheChinesesemiconductorequipmentindustryreachedalmost275billionyuanin2022.Accordingtotheestimate,themarketwasprojectedtogrowbyaround30billionyuanin2023.UnderthecurrenteconomicandpoliticalpressureoftheUnitedStates,theChinesesemiconductorindustryhastoincreaseitsself-reliance.ReadmoreNote(s):China;2017to2022;*Estimate.Oneyuanequals0.14U.S.dollarsand0.13euros(asofNovember2023).

ReadmoreSource(s):AskCIConsulting;Varioussources(SEMI)SemiconductorequipmentsalesrevenueinChinafrom2017to2022(inbillionyuan)China'ssemiconductorequipmentsalesrevenueinChina2017-20221,6001,4001,2001,383.91,242.31,181.41,033.51,0008006004002000919788.520172018201920202021202218Description:In2022,thesalesrevenuefromsemiconductorequipmentinChinareachedalmost1.38trillionyuan.In2020,thecountrybecametheworld'slargestmarketforsemiconductorequipment.AftertheUnitedStatesrestrictedaccesstocrucialcomponentsformanyChineseenterprises,thegovernmentincreasedeffortstodevelopadomesticindustryandincreaseself-reliance.ReadmoreNote(s):China;2017to2022Source(s):AskCIConsulting;SemiconductorEquipmentandMaterialsInternationalImportvalueofmachinesformanufacturingsemiconductorsinChinafrom2012to2022(inbillionU.S.dollars)ValueofimportedsemiconductormachinesinChina2012-2022454035304134.7231.6430.6126.432519.65201510514.14201612.53201511.1520148.397.1602012201320172018201920202021202219Description:In2022,Chinaimportedsemiconductormachinesvalued35millionU.S.dollars,a10millionU.S.dollarincreasecomparedtothepreviousyears.Oneofthemostimportantmachinesarelithographymachinesthatarecrucialequipmentinthesemiconductorindustryandthechipmanufacturingprocess.Forthiscriticaltechnology,thecountryalmostexclusivelyreliesonimports.ReadmoreNote(s):China;2012to2022Source(s):ChinaCustoms;TradeMapLeadingregionoforiginforimportedsemiconductorequipmentinChina,basedimportvalue(inbillionU.S.dollars)ImportvalueofsemiconductormachinesinChina,byregionoforigin2022ImportvalueinbillionU.S.dollars024681012JapanUnitedStatesofAmericaSingapore10.745.454.394.28RepublicofKoreaTaiwan2.872.74NetherlandsMalaysia1.42Austria0.890.84GermanyUnitedKingdom0.3220Description:In2022,Chinaimported11millionU.S.dollarworthofsemiconductorequipmentfromJapan.Manufacturingequipmentisakeycomponentinthevaluechain,butonlyahandfulofcompaniesproducehigh-endequipmentnecessaryformakingthemostcapablechips.Unfortunately,theyarenotlocatedinmainlandChinawhichiswhytheChinesesemiconductorindustryheavilyreliesonimportedmachinery.ReadmoreNote(s):China;2022Source(s):ChinaCustoms;TradeMapExportvalueofmachinesformanufacturingsemiconductorsinChinafrom2012to2022(inbillionU.S.dollars)ValueofexportsemiconductormachinesinChina2012-20224.54.03.53.04.123.662.582.52.52.212.081.892.01.51.00.50.01.511.531.211.112012201320142015201620172018201920202021202221Description:In2022,ChinaexportedsemiconductormachinesvaluedatfourmillionU.S.dollars,a500millionU.S.dollarincreasecomparedtothepreviousyears.Oneofthemostimportantmachinesarelithographymachinesthatarecrucialequipmentinthesemiconductorindustryandthechipmanufacturingprocess.Forthiscriticaltechnology,thecountryalmostexclusivelyreliesonimports.ReadmoreNote(s):China;2012to2022Source(s):ChinaCustoms;TradeMapShareofdomesticallymanufacturedsemiconductorequipmentinChinain2022,bytypeShareofdomesticallymanufacturedsemiconductormachineryinChina2022,bytypeShareofdomesticproduction10%

20%0%30%40%38%50%60%58%70%GlueremovalequipmentSiliconwafercleaningequipmentChemical-mechanicalpolishing(CMP)equipmentOxidation,diffusion,heattreatmentequipmentEtchingsystems27%26%25%Filmcoatingequipment18%Thin-filmdepositionequipment(PECVD/LPCVD/ALD)Lithographymachines10%7%Deionizationdevice5%22Description:In2022,58percentglueremovalequipmentinthesemiconductorindustryinChinawasmanufactureddomestically,comparedtolithographymachineswherecompaniesreliedmostlyonimports.Overall,theChinesesemiconductorindustryimportedaround35billionU.S.dollarsinmachinerybutexportedonlyaroundfourbillionU.S.dollarsinsemiconductorequipment.ItillustratedthatdespiteincreasedeffortsfromtheChinesegovernmenttobuildadomesticchipindustry,[...]ReadmoreNote(s):China;2022Source(s):36Kr;Varioussources(InnoInvestmentBank)CHAPTER

04ProductsProductionvolumeofelectronicswitchingsystemsinChinafromJuly2021toJuly2023(in1,000units)MonthlyoutputvolumeofelectronicswitchingsystemsinChina2021-20233,0002,5002,0002,534

2,5452,4471,8131,7181,6721,5961,4401,5001,00050001,2461,2261,001974885785778743684529504459228

24319824Description:Theproductionvolumeofelectronicswitchingsystems(ESS)inChinaamountedto243thousandunitsinJuly2023.SinceESSperformcomputingtaskstheyneedcomputerchipsmadefromsemiconductors.Thesesystemsplayanintegralpartintelecommunicationsinfrastructure,therefore,ashortageinsemiconductorscanimpactthemaintenanceandconstructionofcrucialinfrastructure.ReadmoreNote(s):China;July2021toJuly2023;*Accordingtothesource,figuresforJanuaryandFebruaryhavebeengroupedtominimizetheinfluenceoftheChineseNewYearonthedata.ChineseNewYearfallsbetweenJanuary22andFebruary22.The[...]

ReadmoreSource(s):NationalBureauofStatisticsofChinaSizeoftheflashmemorymarketinChinafrom2018to2023(inbillionyuan)MarketsizeofthememorychipindustryinChina2018-2023700577.56005004003002001000549.4540522517512.7201820192020202120222023*25Description:In2022,thesizeoftheflashmemorymarketinChineseamountedto517billionyuan,5.9%lessthaninthepreviousyear.Accordingtotheestimate,themarketwasprojectedtoreachavalueof540billionyuanbytheendof2023.

ReadmoreNote(s):China;2018to2022;*Estimate.Oneyuanequals0.14U.S.dollarsand0.13euros(asofNovember2023).

ReadmoreSource(s):AskCIConsultingSizeofthepowersemiconductordevicemarketinChinafrom2017to2022withanestimatefor2023(inbillionU.S.dollars)MarketsizeofpowersemiconductordevicesinChina2017-2023252021.219.118.318.317.717.317.21510502017201820192020202120222023*26Description:In2022,themarketsizeofpowersemiconductordevicesinChinaamountedto19billionU.S.dollars.Thecountrywastheworld'slargestconsumerofpowersemiconductors,accountingforasignificantshareoftheglobaldemand.Powersemiconductorscontrolthepowersupply.Theyarebuilttowithstandhighvoltagesandareusedintheelectricalgrid,electriccars,andsmallelectronics.ReadmoreNote(s):China;2017to2022;*Estimate.ReadmoreSource(s):Omdia;Varioussources(DongfangQB);ZhihuSizeofthediscretesemiconductordevicemarketinChinafrom2016to2021withanestimateuntil2023(inbillionyuan)MarketsizeofdiscretesemiconductordevicesinChina2016-2023500450400460.91403.59350.95350292.4630025020015010050278.42269.98245.88223.7702016201720182019202020212022*2023*27Description:In2021,themarketsizeofdiscretesemiconductorsamountedto351billionyuan.Accordingtotheestimate,themarketsizewasprojectedtogrowtoover460billionyuanby2023.Incontrasttoanintegratedcircuit,discretesemiconductorsonlyhaveonebasicfunction,suchasvoltageregulation,surgeprotection,andswitchingpowerconversionintheformofdiodesortransistors.ReadmoreNote(s):China;2016to2021;*Estimate.Oneyuanequals0.14U.S.dollarsand0.13euros(asofNovember2023).

ReadmoreSource(s):Baidu;ChinaSemiconductorIndustryAssociation;SensormarketsizeandgrowthrateinChinafrom2016to2021withaforecastof2022(inbillionyuan)MarketsizeofsensorsinChina2016-2022MarketsizeYoYgrowthrate35030025020015010050252015105328.723.1285.118.9249.4218.88194.2135.113.9168.7812.7141.92002016201720182019202020212022*28Description:ThesizeofthesensormarketinChinain2021was285billionyuan.Smartsensorsaremadefromsemiconductorsandfindapplicationsinvariousindustries.Theseindustriesincludetheinternetofthings(IoT),5G,andartificialintelligence.ReadmoreNote(s):China;2016to2021;*Estimate.Oneyuanequals0.14U.S.dollarsand0.13euros(asofNovember2023),

ReadmoreSource(s):LeadLeo;Varioussources(kepuchina);Website()ProductionvolumeofphotoelectriccomponentsinChinafrom2016toOctober2023(inbillionunits)NationaloutputofphotoelectriccomponentsinChina2016-20231,8001,6001,4001,2001,0008001,7061,231.411,177.071,175.31,089.921,080.36972.29930.116004002000201620172018201920202021JantoSep2022JantoOct202329Description:In2022,theoutputofphotoelectricdeviceamountedto1.08trillionunits.AsOctober2023,Chinahadalreadyproducedmorethan1.18billionunitsofphotoelectricequipment.ReadmoreNote(s):China;2016toOctober2023Source(s):NationalBureauofStatisticsofChinaProductionvolumeofintegratedcircuits(IC)inChinafrom2014to2022(inbillionpieces)Productionvolumeofintegratedcircuits(IC)inChina2014-2022400350300250200359.4324.19261.26201.82185.26156.4615010050131.82016108.722015101.552014020172018201920202021202230Description:In2022,theproductionvolumeofintegratedcircuitsinChinaamountedtoover324billionpieces,a10percentdecreasecomparedtothepreviousyear.EventhoughChinaincreaseditsproductioncapabilityoverrecentyears,thecountrystillreliesheavilyonimports.ReadmoreNote(s):China;2014to2022Source(s):StateCouncil(China)CHAPTER

05CompaniesLeadingsemiconductorcompaniesworldwidein2023,bymarketcapitalization(inbillionU.S.dollars)Leadingsemiconductorcompaniesworldwide2023,bymarketcapMarketcapitalizationinbillionU.S.dollars400

600

80002001,0001,2001,400NvidiaTSMC1,226512.98BroadcomSamsung401.57368.3ASML266.51AMDIntel193.66166.15141.75QualcommTexasInstrumentsAppliedMaterialsLamResearchAnalogDevicesMicronTechnology136.16128.8991.5888.4984.7332Description:AsofNovember2023,Nvidiarankedasoneoftheleadingsemiconductorcompaniesintermsofmarketcapitalization,followedbythelikesofTSMC,Broadcom,Samsung,andASML.Thismixofcompaniesreflectsthebroadandcomplexnatureofthesemiconductorindustry,withfirmsfeaturingfromacrossallpartsofthechipecosystem.ReadmoreNote(s):Worldwide;November2023Source(s):CompaniesMarketCLeadingsemiconductormaterialcompaniesinChinain1sthalfof2023,basedonrevenue(inmillionyuan)RevenueofleadingsemiconductormaterialcompaniesinChinaH12023Revenueinmillionyuan15,00005,00010,00020,00025,00030,00035,00040,000TZE(TCLZhongHuan)JiangsuYokeTechnologyNationalSiliconIndustryGroupPhiChem34,8982,3231,5741,3181,1971,159KonfoongMaterialsInternationalHubeiDinglongChemicalJiangsuNataOpto826GuangdongHuateGasCoCrystalClearElectronicMaterialJiangyinJianghua741628499452AcetronThinkonSemiconductor7633Description:Basedontherevenuefromthefirsthalfof2023,TZEwasthelargestsemiconductormaterialproducingcompanyinChina,generatingalmost35billionyuaninrevenue.ThecompanybelongedtotheTCLconglomerate,whichismainlyknownformanufacturingconsumerelectronics.ReadmoreNote(s):China;H12023Source(s):36Kr;SIALeadingsiliconwaferoriginalequipmentmanufacturers(OEMs)inChinain1sthalfof2023,basedonrevenue(inmillionyuan)RevenueofleadingsiliconwaferOEMsinChinaH12023Revenueinmillionyuan05,00010,00015,00020,00025,000SemiconductorManufacturingInternationalCorporationNexchipSemiconductor21,3182,970ShanghaiHuahongGraceSemiconductorManufacturingCorporation1,26034/statistics/1426662/china-top-silicon-wafer-oems-by-revenueBasedontherevenuefromthefirsthalfof2023,SMICwasChina'sleadingsiliconwaferoriginalequipmentmanufacturerwitharevenueofover21billionyuan.OEMsarecontractorswhoproducecomponentsforsocalledvalue-addedresellers.

ReadmoreNote(s):China;H12023Source(s):36Kr;SIALeadingsemiconductordesigncompaniesinChinain1sthalfof2023,basedonrevenue(inmillionyuan)RevenueofleadingchipdesigncompaniesinChinaH12023Revenueinmillionyuan01,0002,0003,0004,0005,0006,0007,0008,0009,00010,000WillSemiconductorCRMicro8,8585,030Silan4,476UnigroupGuoxinGigaDevice3,7352,966IngenicSemiconductorShanghaiFudanMicroelectStarPowerSemiconductorMaxscendTechnologiesAwinicElectronicsMontageTechnologyShanghaiBelling2,2211,7961,6881,6651,009928873EspressifSystems66735Description:Basedontherevenuefromthefirsthalfof2023,WillSemiconductorwasChina'slargestsemiconductordesigncompany,witharevenueofover8.8billionyuan.Chipdesigncompanieswerealsocalledfablessmanufacturersbecausetheyoftenonlyfocusedonthedesignandmarketingofthechip.Themanufacturing,packingandtestingwereoutsourcedtofoundriesandotherspecializedcompanies.ReadmoreNote(s):China;H12023Source(s):36Kr;SIALeadingintegratedcircuit(IC)packagingandtestingcompaniesinChinain1sthalfof2023,basedonrevenue(inmillionyuan)RevenueofleadingICpackagingandtestingcompaniesinChinaH12023Revenueinmillionyuan02,0004,0006,0008,00010,00012,00012,17314,000JiangsuChangjiangElectronicsTechNantongFujitsuMicroeleTianshuiHuatianTechnologyChipmore9,9085,089689UnionSemiConductor557ShanghaiV-TestSemiconductorTechGuangdongLeadyoICTesting31224036Description:Basedontherevenuefromthefirsthalfof2023,JiangsuChangjiangElectronicsTechwasChina'slargestcompanythattestsandpacksintegratedcircuits,generatingarevenueofover12billionyuan.Theprocessincludestestingthechipsfordefaultsandenclosingthedevicesinaprotectivelayer.ReadmoreNote(s):China;H12023Source(s):36Kr;SIALeadingsemiconductorequipmentmanufacturersinChinain1sthalfof2023,basedonrevenue(inmillionyuan)RevenueofleadingchipmanufacturingequipmentcompaniesinChinaH12023Revenueinmillionyuan01,0002,0003,0004,0005,0006,0007,0008,0009,0008,427NAURATechnologyGroupAdvancedMicro2,527ACMResearch1,6101,4801,2341,004762696539381PNCProcessSystemsCoHwatsingTechnologyPiotechInc.HangzhouChangChuanTechKINGSEMICo.,Ltd.ShenzhenXinyichangTechBeijingHuafengTest37Description:Basedontherevenuefromthefirsthalfof2023,NauraTechnologyGroupwasChina'sleadingsemiconductorequipmentmanufacturer,generatingarevenueofovereightbillionyuan.Thesophisticationofthemachinerynecessarytomanufacturecutting-edgesemiconductorsisoneofthekeyvectorsinthedevelopmentofsmallerandmorecapableintegratedcircuits.Globally,thereareonlyahandfulofcompaniesthathavetheknow-howtobuildthemostadvancedsemiconductor[...]

ReadmoreNote(s):China;H12023Source(s):36Kr;SIACHAPTER

06InvestmentsValueofinvestmentsinthesemiconductorindustryinChinafrom2019to2022(inbillionyuan)ValueoffinancinginChina'ssemiconductorindustry2019-2022180160140120100169.35156.34111.388063.366040200201920202021202239Description:In2022,thenumberofinvestmentcasesinChina'ssemiconductorindustryamountedto989,withatotalvalueof111billionyuan.InthefirstyearoftheoutbreakoftheCOVID-19pandemic,theinvestmentvaluehaspeakedataround156billionyuan.Sincethen,thefinancingvaluehadbeendecreasing.ReadmoreNote(s):China;2019to2022Source(s):AutoForecastSolutions;CAAM;CounterpointResearch;IDC;IEA;Sohu;TrendForce;Varioussources(WinsoulCapital)NumberofinvestmentcasesinthesemiconductorindustryinChinafrom2019to2022NumberoffinancingcasesinChina'ssemiconductorindustry2019-20221,6001,4001,2001,0008001,5021,04598954760040020002015201620172018201920202021202240Description:In2022,thenumberofinvestmentcasesinChina'ssemiconductorindustryamountedto989,almostdoubletheamountin219.ItcouldbeanindicationofChina'sincreasedfocusondevelopingadomesticsemiconductorindustry.ReadmoreNote(s):China;2014to2022Source(s):AutoForecastSolutions;CAAM;CounterpointResearch;IDC;IEA;Sohu;TrendForce;Varioussources(WinsoulCapital)VolumeofventurecapitalinvestmentsinChinain2022,bysector(inbillionyuan)VolumeofventurecapitalinvestmentsinChina2022,bysectorInvestmentsinbillionyuan200103040506070SemiconductorsandelectronicsBiotechnology/pharmaceuticalsectorIT63.7853.8547.61Cleantech15.8215.53MechanicalengineeringChemicalresourcesandprocessingAutomotivesector11.4410.73Internet9.47FinancialsectorFoodandbeveragessectorChainstores/retailsectorEnergyandmineralsresourcesConstructionsector4.273.833.642.091.1341Description:ThegraphshowsthevolumeofventurecapitalinvestmentsinChinain2022,bysector.In2022,about54billionyuanhadbeeninvestedintheChinesebiotechnologyandpharmaceuticalsector.ReadmoreNote(s):China;2022Source(s):Zero2IPOBreakdownofinvestmentsinthechipandsemiconductorvaluechaininChinauntilNovember22,2022,byindustrysegment(inbillionyuan)ValueofchipandsemiconductorinvestmentsinChina2022,byindustrysegmentValueofinvestmentsinbillionyuanDownstream150Midstream200Upstream250050100300350400450SemiconductormaterialSemiconductorequipmentChipdesign96.8628.46402.03WafermanufacturingPackagingandtestingMicrochip55.9462.95296.3540.83Sensor74.02Discretedevice8.52Optoelectronics111.39Otherintegratedcircuits42Description:AsofNovember22,2022,mo