Introduction
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.
How do we add value?
Non-consensus forecasts
We are not afraid to break from the herd if we have a strong basis for it
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
Content
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
Projections
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
Financing
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
Technology
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
