Tell us about the semiconductor materials industry landscape in human terms

The global semiconductor industry has experienced three migrations

Since the development of the global semiconductor industry pattern is constantly changing. Currently, the global semiconductor industry is experiencing the third capacity shift, the industry demand center and capacity center gradually to mainland China.

The global semiconductor industry is growing rapidly

In 2021, the global semiconductor market grew rapidly,*** selling 1.15 trillion chips, the market size reached a record high of $556 billion, a sharp increase of 26.2% year-on-year. The overall semiconductor market was not negatively impacted by the new crown pandemic in 2021. Strong consumer demand drove double-digit growth rates in all major product categories (except optoelectronics).

From the perspective of semiconductor segments, integrated circuits (ICs) have always been the main segment of the semiconductor industry. in 2021, the IC market size reached US$463.002 billion, a year-on-year growth of 28.2%, accounting for 83.29% of the global semiconductor market size. Among them, integrated circuits can be subdivided into logic circuits, memory, processors and analog circuits, which accounted for 27.85%, 27.67%, 14.43% and 13.33% respectively in 2021. memory, analog circuits and logic circuits have achieved greater growth in 2021.

In addition, the global market size of optoelectronics, discrete devices, sensors in 2021 were $43.404, $30.337, $19.149 billion, accounting for 7.81%, 5.46%, 3.44%, respectively.

Global Semiconductor Industry Enterprises Compete on Multiple Fronts

The semiconductor industry is highly globalized, with a large number of companies from a large number of countries/regions competing on multiple fronts of semiconductor production, ranging from semiconductor design, to manufacturing, and to ATP (assembly, test and packaging).

According to a report released by U.S. research firm Gartner, the top ten companies in the global semiconductor industry in 2021 are Samsung, Intel, SK Hynix, Micron, Qualcomm, Broadcom, MediaTek, and MediaTek. (MediaTek), Texas Instruments (TI), NVIDIA (NVIDIA), super power semiconductor (AMD). Among them, Samsung (Samsung) overtook Intel (Intel) as the top chip seller. 2021 Samsung's semiconductor revenue surged 31.6% to $75.95 billion. Intel's revenue fell to second place, growing just 0.5 percent to $73.1 billion, with sales growing the slowest among the top 25 companies.

-- The above data comes from the China Semiconductor Industry Market Outlook and Investment Strategy Planning Analysis Report

by the Foresight Industry Research Institute.