IC Insights: The Chinese market is expected to account for 22% of pure-play wafer fabrication sales in 2020.

IC Insights 13 Today, the global IC manufacturing plant analysis report and the regional market sales proportions of pure-play wafer foundries were released, with a forecast for the Chinese market in 2020. The annual share will reach 22%. 。

Market share of major pure-play foundries in China. Source: IC Insights

The report analyzes that the U.S.-China trade war in 2019 slowed down China's economic development, yet the market share of pure-play wafer foundries still grew by 2%. , reaching 21% Moreover, despite being severely impacted by the pandemic in the first half of this year, China’s share of the pure-play foundry market is still expected to grow by 1% in 2020, reaching 22%. This represents a 17% increase compared to 2010, the year for which data has been available.

2020 Global market share of pure-play wafer fabrication foundries by region, 2023. Source: IC Insights

IC Insights It was pointed out that the growth of chip design companies such as HiSilicon Semiconductor has expanded China’s demand for pure-wafer services. Despite a decline in global sales last year, China’s demand reached 11.8 billion U.S. dollars, representing a 10% increase. IC Insights Sales in China are forecast to grow by 26% this year.

The report shows that TSMC's sales in mainland China surged by 59% in 2018. , and then again in 2019 Annual growth reached 17%, totaling 6.9 billion U.S. dollars. It can be said that nearly all of TSMC’s sales growth last year came from the Chinese mainland market. The share of the Chinese mainland in the company’s total sales more than doubled—from 9% in 2016 to 20% in 2019.

In addition, SMIC’s sales in mainland China are expected to grow by 32% in 2020. This is related to the company's activities in 2019. Compared to the -7% shown in the annual data statistics, there has been a significant change.

In addition, UMC’s Fab 12X plant in Xiamen currently has a monthly production capacity of 1.87. Ten thousand 300mm The chip has become the fastest-growing pure-play wafer foundry in China in terms of sales volume last year, and its monthly production is expected to reach 25,000 units by mid-2021.

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