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China Semiconductor Industry

china semiconductor industry

Table of Contents

For China semiconductor industry, 2022 was a year of ups and downs.

If 2021 was a year of shortages, price increases and extended delivery cycles, then 2022 is a year of de-stocking, price cuts and chip differentiation. After the industry boom in 2021, 2022 has entered a period of adjustment and is going through a cold wave.

In addition to the internal problems, there are also external difficulties.

Under the macro background of global economic recession and changes in trade situation, some developed countries, represented by the United States, continue to exert pressure on China’s semiconductor industry, which has brought many obstacles to the development of domestic semiconductors. In this situation, the pace of domestic substitution becomes more urgent. In particular, EDA tools and IP, semiconductor equipment and materials will be the top priority.

However, China’s semiconductor industry has become an integral part of China’s economy after decades of rapid development. Therefore, the nation is sparing no effort to give financial and policy support in the development of the industry. It is under the vigorous promotion of national funding policies that China’s semiconductor industry has been growing continuously and the domestic semiconductor companies are gradually covering the various link the upper, middle and lower reaches of the industry chain and have the opportunity to emerge in the global market.

In today’s article, we have sorted out the development status of all links in the upper, middle and lower reaches of China’s semiconductor industry chain and related targets (nearly 1000 enterprises), which are divided into 14 chapters for a brief overview.

Memory Chip

According to WSTS statistics, the overall size of China’s semiconductor memory chip market has been on the rise in recent years, with China’s semiconductor memory sales reaching 350.583 billion yuan in 2021.

In the global memory market revenue share, the proportion of Chinese memory manufacturers is relatively low. They generally feature a late start so the capacity scale is still small compared with international giants.

However, in recent years, Chinese manufacturers like CXMT and YANGTZE MEMORY have filled some technology gaps. Data shows that YANGTZE MEMORY has already accounted for more than 7% of the global NAND flash market share, and will continue to expand its NAND flash production capacity in the future. The continuous rise of such Chinese memory manufacturers is breaking the monopoly of international giants on the memory chip market.

China Semiconductor Manufacturers-Memory

NOR

制造商Manufacturers
恒烁半导体Zbit Semiconductor,Inc.
芯天下XTX Technology Inc.
武汉新芯Wuhan Xinxin Semiconductor Manufacturing Co., Ltd.
博雅科技ACBY
豆萁科技Douqi Technology
诺存微NORMEM
中天弘宇China Flash Co., Ltd.
兆易创新GigaDevice
普冉半导体Puya Technology
复旦微电子Fudan Micro
东芯半导体Dosilicon
聚辰半导体Giantec Semiconductor

DRAM

制造商Manufacturers
合肥长鑫CXMT
紫光国芯 Xi’an UniIC Semiconductors Co., Ltd.
福建晋华JHICC
昇维旭 SwaySure Technology Co., Ltd.
高真科技CHJS
兆易创新GigaDevice
东芯半导体Dosilicon
北京君正Ingenic

NAND

制造商Manufacturers
长江存储Yangtze Memory Technologies Co., Ltd. 
至迅创新UNIM Innovation Technology
兆易创新GigaDevice
东芯半导体Dosilicon
复旦微电子Fudan Micro

New Memory

制造商Manufacturers
昕原半导体INNOSTAR
亘存科技SMARTNVY
驰拓科技HIKSTOR
睿科微电子Reliance Memory
拍字节Peta Byte Technology
博维逻辑MC Logic

Master chip

制造商Manufacturers
英韧科技Innogrit
特纳飞Tenafe
鹏钛科技Petaio
得瑞领新DERA
联芸科技Maxio
得一微电子Yeestor
忆芯科技Starblaze
绿芯半导体Greenliant
大普微电子Dapustor
江苏华存MMY
衡宇科技StorArt
ScaleFluxScaleFlux
威固信息Veiglo
国科微Goke Microelectronics Co., Ltd.

Memory Modules

制造商Manufacturers
佰维存储Biwin
亿恒创源Memblaze
嘉合劲威Powev
江波龙longsys
金泰克Tigo
至誉科技Exadrive
泽石科技Zettastone

Sensors

Sensors, as an important basic electronic component in the era of intelligence, are seeing rapid development. Data shows that the scale of China’s sensor market in 2020 is 251 billion yuan, up 14.7% year on year. The sensor industry is increasingly valued under the power of the Internet. China’s sensor market size is expected to further increase to 315 billion yuan in 2022.

Chinese Sensor Manufacturers

制造商Manufacturers
西格玛微电子Sigma micro ic solution designing
光大芯业SDC
领挚科技LinkZill
天易合芯HX天易合芯
灵明光子Adaps
慧闻科技SuZhou Huiwen Nano S&T Co.,Ltd.
韧和科技Elastech
炬佑智能OPNOUS
矽睿科技QST
深迪半导体Senodia
美新半导体Memsic
与光科技Seetrum
瑞识科技Raysees
芯空微ICS
通用微GMEMS
西人马FATRI
微纳感知微纳感知
汇顶科技Goodix
敏芯股份Memsensing
纳芯微Novosense

Analog Chip

China has become the largest analog chip market in the world now. Statistics show that China analog chip market will reach about half of the global market in 2022, accounting for 47.8%.

From the perspective of industry, the middle and low-end fields have almost realized domestic analog chip substitution while the high-end fields are still dominated by giants. According to the data of the China Semiconductor Association, the self-sufficiency rate of domestic analog chips in 2021 is only 12%, and the penetration rate of domestic high-performance analog chips is still very low.

Chinese Analog Chip Manufacturers

Power Management

制造商Manufactures
圣邦股份SG Micro Corp
杰华特Joul Watt
微源半导体ShenZhen Lowpower Semiconductor Co., Ltd
力芯微Wuxi Etek Microelectronics Co.,Ltd
光大芯业SDC
慧易芯SPrC Technologies Co., Ltd.
贝克微电子BaTeLab
南芯半导体Southchip Semiconductor
上海伏达NuVolta Technologies
芯达电子Xinda Dianzi
矽力杰SILERGY
芯合电子unisemi power Inc
智融科技Ismartware Technology
灿瑞半导体Orient-Chip Technology
芯迈半导体SILICON MAGIC
华泰半导体Huatech
慧能泰Hynetek
硅动力Si-Power Micro-Electronics
数明半导体Sillumin
美芯昇Maxic Technology
钰泰半导体ETA Semiconductor Limited
领芯科技LEN
乘翎微电子Hefei CLT Microelectronics Co. Ltd
易冲无线Convenient Power Systems
芯朋微Chipown Microelectronics
富满电子Fine Made Electronics
晶丰明源Bright Power Semiconductor
明微电子Sunmoon Microelectronics
希荻微Halo Microelectronics
英集芯INJOINIC
赛微微电子Cellwise
芯导科技Prisemi Electronics
必易微Kiwi Instruments

Signal Chain

制造商Manufacturers
锐泰微电子Meritech
艾为电子Awinic Technology
韦尔股份Will Semiconductor
傅里叶电子FourSemi
思瑞浦3PEAK INCORPORATED
上海贝岭Shanghai Belling
韬润半导体TAUREN
士兰微Silan Microelectronics
帝奥微电子Dioo Microcircuits
类比半导体Analogysemi
芯空微电子ICS
爻火微电子YHMICROS
核芯互联CORELINK
川土微电子ChipAnalog
微龛半导体Microtera Semiconductor
九天睿芯REEXEN
山海半导体SENSILICON
有容微电子Grand Microelectronics
英彼森INBISEN
灵矽微Anamix
治精微ZJW Microelectronics
瑞盟科技Ruimeng Technology
迅芯微电子AcelaMicro
澎湃微电子Pengpai Microelectronics
原子半导体AtomSemi
士模微电子Cimo Microelectronics
纳芯微NONOSENSE
芯海科技CHIPSEA
兆易创新GigaDevice

Power Semiconductor

The demand for power semiconductors in China has continued to increase in recent years, and the industry market scale has maintained growth. According to the data, the size of China’s power semiconductor market reached about 18.3 billion US dollars in 2021, up 6.3% year on year. According to Omdia’s prediction, China’s power semiconductors will keep stable growth in the future, with a compound annual growth rate of about 4.5% from 2022 to 2027, exceeding the growth rate of the global power semiconductor market. The market size of China’s power semiconductor industry is expected to reach 23.8 billion US dollars by 2027.

China’s power semiconductor market has clear hierarchical competition, with the first tier being international giants such as Texas Instruments, Infineon, and Toshiba, and the second tier being domestic leading power semiconductor companies such as CR MICRO (China Resources Microelectronics Limited), Silan Microelectronics, and Yangjie Technology. In recent years, with the support of national policies, they have gradually achieved import substitution in some advantageous areas.

Chinese Power Semiconductor Manufacturers

Si Chinese Manufacturers

制造商Manufacturers
达新半导体Daxin Semiconductor
安建半导体JSAB semiconductor
瑶芯微Alkaidsemi
长晶科技CHANGJING TECHNOLOGIES
华瑞微电子HRmicro
锐骏半导体Ruichips
比亚迪半导体BYD Semiconductor
芯长征Marching Power
绿能芯创Innocore giet
芯能半导体Xiner
君芯科技JUNSHINE
陆芯电子Lu-Semi
森未科技Semi-future
功成半导体CoolSemi
科达半导体KEDA SEMICONDUCTOR
芯聚能Acco Power
鸿翼芯KKCHIPS
翠展微电子Grecon
新洁能CEPOWER
韦尔股份Will Semiconductor
宏微科技Macmic Science & Technology
东微半导体Oriental Semiconductor
派瑞股份PERI
芯导科技Prisemi Electronics
士兰微Silan Microelectronics
威兆半导体VERGIGA SEMICONDUCTOR

GaN Chinese Manufacturers

制造商Manufacturers
英诺赛科INNOSECCO
晶通半导体JTM
苏州能迅Suzhou Nengxun
士兰微Silan Microelectronics
能华CORENERGY
聚力成Julicheng
华润微China Resources Microelectronics
芯冠Core Crown Semiconductor
华功SINO Power
镓未来GaNext
聚能创芯Cohenius
天狼芯Tianlangxin
吴越半导体GOETSU
芯干线X-IPM
派恩杰Paienjie
瀚芯Hestia Power
优镓科技Gaxtrem
氮矽科技Danxi Technology
上海贝岭Shanghai Belling
英嘉通INGACOM

SiC Chinese Manufacturers

制造商Manufacturers
超芯量YPERSICS
中车时代电器CRRC Times Electric
芯光润泽CSIC
泰科天润Global Power Technology
基本半导体Basic Semiconductor
瀚芯Hestia Power
扬杰科技 Yangjie Electronic
瞻芯Inventchip
世纪金光Cengol
斯达半导体Starpower Semiconductor
芯干线X-IPM
清芯半导体TsinSiC Semiconductor
昕感科技NEXIC
派恩杰Paienjie
宽能半导体QUENERGY
清纯半导体SICHAIN
东微半导体Oriental Semiconductor
森国科Goke Semiconductor

Equipment

After 2020, China became the largest market for semiconductor equipment for the second time in 2021, with a 58% increase in sales to reach $29.6 billion and a 28.9% share of the global market.

The semiconductor equipment industry has a high degree of market concentration, with the major players being from the US, Japan, and Europe. In 2021, the top six companies globally accounted for nearly 70% of the market share. China’s semiconductor equipment sales are growing, but its domestic R&D and manufacturing of semiconductor equipment is still in its early stages and lags behind advanced foreign countries. Therefore, the future plan of developing domestic semiconductor equipment is imperative.

Crystal silicon growth Chinese companies

制造商Manufacturers
晶盛机电Zhejiang Jingsheng Mechanical & Electrical Co., Ltd. 
连城数控Dalian Linton NC Machine Co., Ltd.

Etching machine Chinese companies

制造商Manufacturers
鲁汶仪器Jiangsu Leuven Instrument Co. Ltd.
屹唐半导体Beijing E-Town Semiconductor Technology Co., Ltd.
芯源微Kingsemi Co., Ltd.
北方华创NAURA Technology Group Co., Ltd.
金盛微纳Jinsheng Nawei
邦芯Shanghai Bangxin Semi Equipment Co, Ltd.
中微公司Advanced Micro-Fabrication Equipment Inc. China

Thin film deposition Chinese companies

制造商Manufacturers
上海新阳Shanghai Sinyang Semiconductor Materials Co., Ltd.
原磊纳米Yuanlei Nami
埃特曼Atoman Semiconductor
北方华创NAURA Technology Group Co., Ltd.
微导纳米Jiangsu Leadmicro Nano Technology Co., Ltd.
陛通半导体Betone Technology Shanghai,Inc.
费勉Fermi
中微公司Advanced Micro-Fabrication Equipment Inc. China
拓荆科技Piotech Inc.

Cleaning machine Chinese companies

制造商Manufacturers
聚晶科技JUKINGTECH
芯梦Jiangsu Achieve Chip Dream Semiconductor Equipment Co., LTD
北方华创NAURA Technology Group Co., Ltd.
至纯科技Pnc Process Systems Co.,Ltd
亚电科技AEL system
芯源微Kingsemi Co., Ltd.
盛美半导体ACM Research (Shanghai), Inc.

Photoresist coating machine Chinese companies

制造商Manufacturers
众鸿ZHONG HONG
芯源微Kingsemi Co., Ltd.

Lithography machine Chinese companies

制造商Manufacturers
上海微电子SMEE
科益虹源Beijing RSLaser Opto-Electronics Technology CO., Ltd.
微高精密Shanghai Nanpre mechanics Co., Ltd,
苏大微格SVG Tech Group Co., Ltd. 
启尔机电Zhejiang Cheer Mechanical & Electrical Technology Co.,Ltd.
国科精密NEPO
影速YSPHOTECH 

Asher Chinese companies

制造商Manufacturers
屹唐半导体Beijing E-Town Semiconductor Technology Co., Ltd.
稷以科技JET PLASMA 
至纯科技Pnc Process Systems Co., Ltd.
恒格微电子HENGER
芯源微Kingsemi Co., Ltd.

Heat treatment machine Chinese companies

制造商Manufacturers
博锐恒电子Furuiheng
北方华创NAURA Technology Group Co., Ltd.
屹唐半导体Beijing E-Town Semiconductor Technology Co., Ltd.

 Ion implanter machine Chinese companies

制造商Manufacturers
凯世通Shanghai Kingstone Semiconductor Corp
中科信Beijing Zhongkexin Electronics Equipment Co., Ltd.

CMP machine Chinese companies

制造商Manufacturers
众硅Sizone Technology
特思迪TSD
烁科精微Semicore
华海清科Hwatsing Technology Co., Ltd.

Process test equipment Chinese companies

制造商Manufacturers
匠岭半导体ENGITIST CORPORATION 
鲁汶仪器Jiangsu Leuven Instrument Co. Ltd.
上海睿励RSIC Scientific Instrument
中安半导体ZAS
御微半导体YUWEITEK
天准TZTEK
优睿谱AVANT
精测半导体JINGCE
埃芯Ezchip Semiconductor Ltd.
东方晶源Dongfang Jingyuan Electron Limited
微崇半导体ASPIRING
赛腾Suzhou Secote Precision Electronic Co., Ltd
中科飞测Skyverse Technology Co., Ltd.

Package testing equipment Chinese companies

制造商Manufacturers
寒驰科技HANCHI
冠中集创GZICTEST
强一半导体MaxOne
胜达克SANDTEK
华峰测控Beijing Huafeng Test&control Technology Co.,ltd.
华兴源创Suzhou HYC Technology Co., Ltd.
悦芯科技Beijing Yuexin Technology Co., Ltd.
宏泰科技Macrotest
博湃半导体Bopaisemi
盛美半导体ACM Research(Shanghai), Inc.
长川科技Hangzhou Chang Chuan Technology Co.,Ltd.

PCB equipment Chinese companies

制造商Manufacturer
科视光学UV KST
稷以科技JET PLASMA
正业科技Guangdong Zhengye Technology Co., Ltd.
大族数控Shenzhen Han’S Cnc Technology Co., Ltd.
恒格微电子HENGER
燕麦科技Shenzhen Yanmade Technology Inc.
东微科技KSDW

Semiconductor automation Chinese companies

制造商Manufacturers
弥费科技Meet Future
广川Hirokawa
果纳半导体Gona-Semi
寒驰科技HANCHI

Accessories

制造商Manufacturers
京仪装备Beijing JingYi Automation Equipment Co., Ltd
欣奕华SINEVA
中科科仪KYKY
富创精密FORTUNE
晶盛机电JSG
江丰电子Konfoong Materials International Co., Ltd
靖江先锋SPRINT
宁波云德 Ningbo Yunde Materials Incorporation 
华卓精科Beijing U-Precision Tech Co., Ltd. 
万业企业Shanghai Wanye Enterprises Co., Ltd.
新莱应材Kunshan Kinglai Hygienic Materials Co.,Ltd. 
新松机器人Sinsun

Material

As per the public data of SEMI International Semiconductor Association, the global semiconductor materials market size reached $64.3 billion in 2021. Among them, the size of semiconductor materials in Taiwan, China is 14.7 billion yuan, accounting for 23.7% of the total global market, and continues to hold the first place in the world; the size of semiconductor materials in mainland China is 11.9 billion yuan, accounting for 19.2% of the total global market, ranking second in the world.

From the semiconductor competitive landscape, the market concentration of various semiconductor materials is relatively low and fragmented. Japanese manufacturers dominate the packaging material field, while some mainland Chinese manufacturers have entered the top ranks, successfully capturing a certain market share. Overall, the self-sufficiency of semiconductor packaging materials is relatively high, and it is expected to achieve domestic self-sufficiency soon in the future.

EDA/IP

The EDA tools connect the whole process of integrated circuit design, manufacturing, and final testing. It is the foundation of the integrated circuit, electronic information, and digital economy industries and a strategic location for the integrated circuit industry.

According to data from the ESD Alliance, the global EDA tool market size was 13.4 billion dollars in 2021. However, according to data from the China Semiconductor Industry Association, the size of the Chinese EDA tool market was only 1.6 billion dollars, less than 12% of the global market. The first-tier EDA tool manufacturers provide full-process tool systems for their customers, accounting for nearly 80% of the total market. The second-tier manufacturers provide full-process tools in some areas or have advantages in specific fields. The third-tier manufacturers only provide single-process tool systems. Apart from Empyrean Technology entering the second-tier, most Chinese companies are in the third-tier. From the market size and business development, the Chinese EDA tools have made some breakthroughs, but still in the initial stages of development.

An IP core, also known as a knowledge property core, is a macro module that is verified, reusable, and has specific functions in integrated circuit design. It is a key link in supporting the design industry chain. According to data disclosed by IBS, the global IP core market size reached 5.8 billion dollars in 2021. Looking at the global market, only Verisilicon Microelectronices from mainland China was in the top ten, accounting for 2.0%. Currently, most chips in China are built on foreign IP architectures, and domestic manufacturers need to actively layout and grasp the opportunities for the development of semiconductor integrated circuits for their own development.

Wafer foundry

In 2021, the global wafer foundry market sales revenue broke $100 billion for the first time, with the main foundries concentrated in Taiwan and mainland China, accounting for 66% and 11% of the revenue respectively. Three mainland Chinese companies were among the top ten in terms of revenue of global wafer foundry companies: Semiconductor Manufacturing International Corporation (SMIC, $5.43 billion), Hua Hong Group ($2.91 billion), and GF Semiconductor ($840 million).

Currently, in mainland China’s integrated circuit wafer foundry companies, SMIC offers wafer foundry products at different technology nodes from 0.35 microns to 14 nanometers. The actual production is limited by factors such as yield, and the 14nm and 28nm processes account for about 15.1%. Although SMIC has 14nm mass production level, high-end materials and equipment are heavily dependent on imports, such as photolithography machines that rely heavily on ASML DUV, and full localization is still a long way off. Hua Hong Semiconductor has a relatively late development, and the most advanced 55/65nm process accounts for 9.7% of its products, with a large gap. In general, the technology of domestic leading foundry companies still has room for improvement.

Testing and Packaging

Compared to other stages, the packaging industry has a lower entry barrier, so in the early days of China’s integrated circuit development, many companies chose the testing and packaging stage as their entry point and continued to strengthen their acquisitions of domestic and foreign companies to continuously expand their scale.

China’s leading testing and packaging companies have now successfully entered the mature phase. According to ChipInsights data, in 2021, the global top 10 companies, represented by JCET, Nantong Fujitsu Microele, and Huatian Technology, China’s market share reached 20.1%. Based on data from CSIA, the China Semiconductor Association, the scale of sales in China’s IC testing and packaging industry reached CNY 27.63 billion in 2021, an increase of 10.1% YoY.

Chiplet

Omdia report shows that the market size of Chiplets will reach 5.8 billion US dollars by 2024 and exceed 57 billion US dollars by 2035, experiencing rapid growth in the global market.

For China’s semiconductor industry, Chiplets are considered as a relatively advanced packaging technology with a small gap compared to foreign counterparts, and are expected to lead the Chinese semiconductor industry to achieve a qualitative breakthrough in the post-Moore era. Chinese companies are also making contributions in Chiplets, such as VeriSilicon, which is expected to be one of the first companies to commercialize Chiplets in the industry.

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