Abstract
China's semiconductor industry is expanding rapidly. However, in 2000, the
country produced 5.9 billion chips, accounting for just 27% of domestic demand
and most high-end products used in computers and mobile phones had to be
imported. Domestic semiconductor companies also had to import designs from
overseas companies.
The semiconductor industry is positioned for explosive growth in fab
construction, leading to tremendous opportunities for semiconductor equipment
and materials suppliers. In China's 10th five-year development plan, 25 new
advanced fabs are earmarked.
However, by 2005 Chinese-produced semiconductors will not keep up with demand.
Only 23% of chips needed to meet demand for an ever increasing amount of
telecommunications, computing, and consumer electronics production in China
will be domestically manufactured. China is lagging far behind the leading
industrialized countries in chip production.
This report analyzes Mainland China's semiconductor and equipment industries,
examining the technical, economic, and political issues that are shaping this
nascent industry. Markets are forecast from 2000 to 2005.