Report on the Development Status of China’s Semiconductor Supporting Industries (Compiled in 2020)

This report is divided into two parts: Materials and Equipment. Each part provides an analysis from various perspectives, including the current status and development trends of the industry both domestically and internationally, R&D and industrial development investment, patent status, workforce conditions, and existing challenges within the industry. The report was completed on [date]. 2020 Year 7 Moon.

Table of Contents
Part One: Semiconductor Materials 6
1. Current Status and Development Trends of the Global Semiconductor Materials Industry 6
2 Development Trends in China’s Semiconductor Materials Market Demand 8
3 Overview of China’s Semiconductor Materials Industry 11
3.1 Overall Situation 11
3.1.1 Sales Revenue 11
3.1.2 R&D Investment 14
3.1.3 Applying for an Invention Patent 15
3.1.4 Personnel 18
3.2 Silicon Materials Industry 20
3.3 Photolithography Materials Industry 23
3.4 Process Chemicals Industry 26
3.5 Electronic Gas Industry 28
3.6 CMP Polishing Materials Industry 31
3.7 Sputtering Target Industry 32
3.8 Packaging Materials Industry 34
4 Issues and Reflections on China’s Semiconductor Materials Industry 38
4.1 The level of industrial technology still has room for improvement 38
4.2 The issue of severe product homogeneity in business operations 38
4.3 Incomplete supply chain and bottlenecks in industrial development 39
4.4 Insufficient R&D investment and weak development capabilities 39
4.5 High-end talent is severely scarce, hindering the innovative development of the industry. 40
4.6 The situation of difficulties in domestic market promotion still needs further improvement. 40
4.7 Lack of Sound Industry Standards and Legal Regulations 41
Part II: Semiconductor-Specific Equipment 42
1. Overview of the Global Semiconductor Special Equipment Development and Analysis of Industry Market Demand 44
1.1 Global Semiconductor Equipment Development in 2019 44
1.1.1 Overall Situation of the Global Semiconductor Equipment Market in 2019 44
1.1.2 Global Semiconductor Equipment Regional Market in 2019 46
1.1.3 2019 Global Semiconductor Equipment Major Companies Overview 47
1.2 Analysis of the Global Semiconductor Equipment Market Demand in 2020 50
2 Development Status of China’s Semiconductor Special Equipment Industry 51
2.1 Industry Scale 51
2.2 Industrial Structure 52
2.3 Technical Level 55
2.4 Technology Investment 58
2.5 Intellectual Property 59
2.6 Industry Talent 60
3. Issues and Reflections on China’s Semiconductor Equipment Industry 62
3.1 The external environment for industrial development is undergoing significant changes, presenting domestic semiconductor equipment manufacturers with unprecedented opportunities and challenges. 62
3.2 The internal ecosystem for industrial development has not yet been fully established, and the domestic semiconductor equipment industry needs to strengthen its effective integration with the industrial chain. 63
3.3 The industry itself remains quite weak. Relying on independent R&D is the fundamental path for China’s semiconductor equipment industry to grow stronger and bigger. 64
3.4 Enhancing and Strengthening Financial and Talent Support Measures for the Development of China’s Semiconductor Equipment Industry 65

List of Figures
Figure 1: Development Trends of the Global Semiconductor Materials Market by Region, 2014–2021 8
Figure 2: Development Trend of Semiconductor Industry Sales in China, 2010–2019 9
Figure 3: Market Structure of China’s Wafer Manufacturing Materials in 2019 10
Figure 4: Market Structure of China’s Packaging Materials in 2019 11
Figure 5: Development Trend of Sales Revenue for Semiconductor Materials Companies, 2010–2020 12
Figure 6: Composition of Sales Revenue for Semiconductor Material Enterprises in 2019 12
Figure 7: Composition of 2019 Revenue from Products Used by Enterprises for Semiconductor Manufacturing/Packaging 14
Figure 8: R&D Investment by Specialized Field in Semiconductor Materials Enterprises, 2010–2019 15
Figure 9: Patent Application and Grant Status of Invention Patents by Semiconductor Material Enterprises, 2010–2019 16
Figure 10: Patent Application Status of Semiconductor Material Companies by Specialization from 2010 to 2019 17
Figure 11: Patent Grant Status of Semiconductor Material Companies by Specialization from 2010 to 2019 18
Figure 12: Total Number of Employees in Various Professional Fields of Semiconductor Material Enterprises in 2019 – 19
Figure 13: Staff Composition of Semiconductor Material Enterprises in 2019 (by Job Nature) 19
Figure 14: Staff Composition of Semiconductor Material Enterprises in 2019 (by Education Level) 20
Figure 15: Current Status and Development Forecast of the Global Silicon Wafer Market by Diameter 21
Figure 16: Capacity Status of Domestic Silicon Material Enterprises in 2019 22
Figure 17: Sales Revenue of Silicon Material Enterprises from 2010 to 2020 22
Figure 18: Global Photoresist Market Structure in 2019 24
Figure 19: Growth in Sales Revenue of Photoresist Companies from 2010 to 2020 25
Figure 20: Composition of China’s Annual Photolithography Resin Production Capacity in 2019 26
Figure 21: Growth in Sales Revenue of Process Chemical Companies from 2010 to 2020 28
Figure 22: Growth in Sales Revenue of Electronic Gas Companies from 2010 to 2020 30
Figure 23: Growth in Sales Revenue of Polishing Materials Enterprises from 2010 to 2020 32
Figure 24: Growth in Sales Revenue of Sputtering Target Companies from 2010 to 2020 33
Figure 25: Annual Production Capacity of Sputtering Target Enterprises in 2019 34
Figure 26: Growth in Sales Revenue of Packaging Materials Companies from 2010 to 2020 36
Figure 27: Global Semiconductor Equipment Market, 2010–2019 44
Figure 28: China’s Semiconductor Equipment Market, 2010–2019 46
Figure 29: Global Semiconductor Equipment Market Size 51
Figure 30: Detailed Sales of Domestic Semiconductor Equipment, 2015–2020 52
Figure 31: Composition of Semiconductor Equipment Sales Revenue for Representative Companies in 2018 54
Figure 32: Composition of Semiconductor Equipment Sales Revenue for Representative Companies in 2019 54
Figure 33: R&D Investment in China’s Semiconductor Equipment Industry 58
Figure 34: Patent Applications/Authorizations in China’s Semiconductor Equipment Industry 59
Figure 35: Staff Composition of Semiconductor Special Equipment Enterprises 61
Table 1: Current Status and Forecast of the Global Wafer Manufacturing Materials Market, 2015–2021 7
Table 2: Current Status and Forecast of the Global Semiconductor Packaging Materials Market, 2015-2021 7
Table 3: China’s Market Size for Wafer Manufacturing Materials, 2014–2019 9
Table 4: China’s Semiconductor Packaging Materials Market Size, 2014–2019 (in 10s)
Table 5: Corporate Sales Revenue by Specialty Area of Semiconductor Materials, 2010–2020 13
Table 6: Sales Revenue from Products Used by Enterprises for Semiconductor Manufacturing/Packaging, 2010–2020 13
Table 7: R&D Investment by Specialized Field in Semiconductor Materials Enterprises, 2010–2019 15
Table 8: Patent Application Status of Semiconductor Materials Enterprises by Specialization from 2010 to 2019 16
Table 9: Patent Grant Status of Semiconductor Materials Enterprises by Specialization from 2010 to 2019 17
Table 10: Production Capacity Status of Domestic Electronic Gas Enterprises in 2019 30
Table 11: Production Capacity Status of Domestic Packaging Material Enterprises in 2019 36
Table 12: Comprehensive Statistical Data on 22 Representative Semiconductor Equipment Enterprises in China 42
Table 13: Global Semiconductor Industry Equipment Investment Expenditure 45
Table 14: Global Semiconductor Equipment Capital Expenditure by Major Countries/Regions in 2019 47
Table 15: 2019 Global Revenue of Major Semiconductor Equipment Suppliers 48