Editor’s note: This article is from the micro-channel public number “Semiconductor Industry observers” (ID: icbank), Author: Chang autumn, 36 krypton release authorized.Currently, by region, there are six major sectors in the global semiconductor industry: the United States, Europe, Japan, South Korea, Taiwan, and Mainland China.In 2019, it is affected by many factors, especially the global semiconductor industry has fallen into a period of not seeing a recession in this year, and the US has imposed restrictions on the export of chip components to China’s Huawei, making these six regions in 2019The year showed a different state of development.Last week, IC Insights released a research report, which mainly analyzed the market share of chip components in the six major regions of the world. Each regional company in the statistics includes IDM and Fabless.The data shows that US IDM sales account for 51% of the world’s sales and Fabless sales account for 65% of the world’s sales. Based on these two data, US chip component companies account for 55% of the total global IC market in 2019, ranking first.One bit, as shown below.South Korean companies ranked second, with 21% of the market share of comprehensive sales, down 6 percentage points from 2018, and Europe ranked third, while Taiwanese companies rely on the comprehensive strength of their Fabless industry for comprehensive revenueIt accounts for 6% of total IC sales worldwide. Japan ranks fifth, while Mainland China ranks sixth.The evolution led by Fabless It can be seen from the figure that the United States is still the global hegemony, and that the distribution and revenue capabilities of IDM and Fabless in the region are relatively balanced, and the comprehensive strength is the strongest.In the other five regions, IDM and Fabless are unevenly distributed, and their strengths are in disparity.Among them, South Korea, Europe, and Japan have strong IDMs, and Fabless in these three regions is relatively weak. Especially in South Korea and Japan, the Fabless industry presence is very poor and can be ignored.In our minds, it is difficult to find Japanese Fabless companies, and only Silicon works in South Korea can be remembered by us (the company is ranked 19th in the global Fabless company list), and the popularity of other Fabless companiesAnd market influence is completely worthless.In April 2019, South Korea announced the development strategy of a comprehensive semiconductor powerhouse, and proposed a plan for the next ten years. One of the goals is to strengthen the power and influence of Fabless.The country plans to increase the market share of Fabless to 10%. To this end, Korea has also set up a 100 billion won Fabless special fund, newly established semiconductor professional schools and related disciplines, and plans to train 17,000 professionals to promote itsDevelopment of the chip design industry.In sharp contrast to Japan and South Korea, Fabless industries in Taiwan and mainland China are relatively strong, while IDM is a weakness.From the figure, the proportion and structure of Fabless and IDM in these two regions, as well as the market share are very close, but in fact, there is still a certain gap between the comprehensive strength of Taiwan and mainland China, mainly due to wafer generationFoundry, and this report from IC Insights does not give data for foundries, only statistics for Fabless and IDM.Perhaps because IC Insights is an American institution, and the United States is the birthplace of the global semiconductor industry, especially the birthplace of IDM and Fabless, rather than the birthplace of the pure Foundry business model, it is more fond of Fabless and IDM.?Continue to talk about the situation in Taiwan and mainland China. Although the data of Fabless and IDM seem to be very close, if you add the data of Foundry, it will be very different.Since TSMC is a leading global foundry company, its market share is extremely high (the global share is about 54%, which is much higher than the second Samsung’s 15%). Therefore, considering this factor, Taiwan ’sThe overall strength is still significantly higher than that of the mainland, at least for now.This is also an important reason for the vigorous development of semiconductor manufacturing in mainland China in recent years. Both IDM and Foundry are in full swing.In the past two years, mainland China has been very enthusiastic about quasi-IDMs such as VIDM and CIDM, because in this way, the resources of Fabless and Foundry can be efficiently integrated in a relatively short period of time to maximize the efficiency of industrial resources.In this regard, Taiwan China seems to have formed a VIDM or CIDM business to a certain extent. Although its IDM account is relatively low, it is able to activate the local Fabless companies greatly around the big tree of TSMC, thus forming a competitive force.This kind of development model seems to be very suitable for mainland China. In the case of explosive growth of Fabless enterprises, it is also a good choice to further strengthen the expansion of Foundry industry.IDM-led evolution In addition to China’s Taiwan and mainland China, the IDMs in the other four regions are relatively strong. Among them, the two data in the United States are balanced and the overall strength is the strongest.The proportional relationship between South Korea, Europe, and Japan is very similar. All are IDM strong and Fabless is relatively weak.South Korea can rank second, mainly because of memory. Samsung and SK Hynix, two major memory and flash chip makers, are the two pillars of the country’s chip revenue.It can be seen from the figure that the three data of Europe and Japan are very close, and the overall level is similar.The IDMs in these four regions are all strengths, but all have their own characteristics and priorities.For example, the United States is more prominent in logic chips. CPU, mobile phone processors, FPGA, DSP and other leading companies are mostly in the United States; South Korea is strong in memory; Europe is strong in high-performance ICs, such as NXP ’s automotive chips, ST ’s MCUs and high-performance sensors., And Infineon’s power chips; Japan is more prominent in OSD (photoelectric devices, sensors and discrete devices), and passive devices, that is, the United States, South Korea and Europe are more prominent in IC, while Japan ’s OSDAnd passive device categories and performance have advantages.This is also the result and characteristics of the long-term development of IDM in these regions (especially the three regions of South Korea, Europe and Japan).-15% and 10% In addition to the absolute value of chip component revenue in 2019 in the six major regions of the world, IC Insights also gives year-on-year growth, as shown in the following figure.It can be seen from the figure that the global sales of chip components in 2019 decreased by 15% year-on-year, mainly due to the two mentioned above: the global semiconductor industry in 2019 has entered a period of downturn that has not been seen for many years, and theExport restrictions.Among the six regions, only Mainland China increased by 10% year-on-year, and other regions showed different degrees of negative growth.This also fully reflects the strong vitality and huge development space of the chip component market in mainland China.The smallest attenuation is in Europe. On the one hand, it is due to the US export restrictions on Huawei, which has brought many orders to Europe. The other, and most important, is the inherent stability of the European semiconductor industry. In recent years,Memory and processors for consumer electronics are industry hotspots, and the companies that design and produce these chip products are mostly located in the Pacific Rim, such as Samsung and SK Hynix in South Korea, Sony in Japan, TSMC and MediaTek in Taiwan, andQualcomm and Apple in the United States are chip companies that are closely related to mobile device chips with huge market capacity, short product iteration cycles, and fast-changing chips for consumer devices. Therefore, their ups and downs are more obvious, and relatively speaking,European companies, especially the three IDMs, seem to focus more on non-consumer device chips with higher performance requirements and stability, which also makes their business more stable.The largest decline is in South Korea, the main reason is naturally the ups and downs of the memory market.In 2019, under the influence of the sharp decline in DRAM and NAND flash IC sales, Korean companies, mainly Samsung and SK Hynix, saw sales decline by 32%.In sharp contrast to this, Korean companies saw the fastest sales growth in 2018, reaching 26%.It can be seen that the big ups and downs are really exciting.The more interesting ones are the United States and Japan.The decline of American companies is lower than the decline of the global chip industry (-15%). This is the result of the global industry downturn and the dual impact of the US export restrictions on Huawei. It seems to be more optimistic than expected.The reasons may be as follows: First, as mentioned above, the overall strength of US chip companies (whether IDM or Fabless) is the strongest, and it is very balanced, which makes the industry more influential and has strong anti-risk capabilities.It is the US export restrictions on Huawei. The actual effect is not as heavy as claimed. Related chip components companies in the United States can continue to supply Huawei through various methods and methods. Perhaps the number has decreased, but it has not stopped.The situation in Japan seems to be very bad.Its attenuation is second only to South Korea and higher than the average attenuation of the entire industry. Moreover, after the United States restricts exports to Huawei, it has objectively brought a lot of orders to Japan, and the attenuation of JapanIt is very different from South Korea, which is at the bottom of the ranking.Because Japan’s memory production is relatively limited, its overall impact is not great, that is, the overall sales of IC and OSD products in Japan are likely to be very optimistic, which is also commensurate with its fifth position in total sales in 2019It can be seen that if the total market share is low, the market influence and anti-risk ability will also decrease.More importantly: Japan’s domestic economy lacks vitality, which is the opposite of mainland China.Conclusion In 2019, the global semiconductor industry as a whole is in a downturn, but the industrial pulse of the six major regions has shown a different state.In 2020, the epidemic will bring new challenges to the entire industry, which may also contain opportunities. How will this “six-veined magic sword” exert its skills? Which one is the most brilliant?See the end of the year.* Disclaimer: This article was originally created by the author.The content of the article is the author’s personal point of view. The reprint of the observation of the semiconductor industry is only for conveying a different point of view. It does not mean that the semiconductor industry observation agrees or supports it. If you have any objections, please contact the semiconductor industry observation..
“Six-pulse Divine Sword” in the semiconductor industry, which one is the most spiritual?
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