The report presents in detail the landscape of China’s semiconductor industry in 2021, shaped by the US sanctions and ambitions for self-sufficiency. 



China’s rise as superpower depends on semiconductors – building blocks for success in other technologies – from 5G networks equipment to AI. The pressure from the US represented by continously evolving sanction regime provided a necessary push for China to focus the effort on updating its semiconductors’ designing and manufacturing capabilities.  Resulting in an outburst of investment and development initiatives across semiconductor supply chain in 2020/21 period. 

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Non-consensus forecasts

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Asia focused

We are focused on acquiring a deep understanding of Asia's markets and its participants

New perspective

We help you to look at market challenges and opportunities from different angles


In our market report on China’s semiconductor industry you will find: 

Detailed profiles of China’s semiconductor companies across market segments

Presenting major players, new entries with commercial track record and the most promising start-ups

Prevailing market trends

Major directions of development for China’s semiconductor industry


Capacity and demand estimations across segments, 5 & 10 years forecasts

Macroeconomic environment

Politics and legislation influencing China’s semiconductor industry

Risk assessment

Projections sensitivity analysis, assessment of risks impacting the industry growth. Identification of potential supply chain bottlenecks


Discussion of major recent investments, mergers and acquisitions, including China’s semiconductor acquisitions abroad. Discussion of China’s state support for semiconductor industry and its financing schemes 


What is state of the art and what constitutes a cutting edge in China’s semiconductor industry?

 Supply chain

Analysis of supply chains to China’s semiconductor industry. Including semiconductor production equipment and materials. Identification of major imports dependencies

Bespoke research services

Do you seek to undersand a specific segment of semiconductor industry to draw actionable conclusions?