In the past 2021, many stories have occurred in the semiconductor industry -in the case of the upgrading of the global industrial chain, the semiconductor industry as the core of science and technology development in the future has not got rid of the influence of the international trade situation. In order to seize the opportunity of the new era The competition between semiconductor companies is becoming more fierce; affected by the epidemic, the demand for semiconductor products related to remote office categories has increased, and the data center market has begun to accelerate the development; After the new energy field, the prospects of new energy vehicles have been optimistic, which has driven the development of the semiconductor industry of the new energy vehicle; the situation of lack of core and production capacity has shrouded the whole year of 2021, and a price increase letter floated from the beginning of the year to the end of the year; Domestic high -quality semiconductor companies have landed on the science and technology board; in this background, the development of the domestic semiconductor industry has attracted the attention of the whole society. as the domestic semiconductor industry is prosperous, local semiconductor companies have also ushered in a bumper harvest. From the perspective of the domestic market, according to the statistics of core conspiracy, the total revenue of China's design industry in 2021 is expected to be $ 47.6 billion, an increase of 7.5%year -on -year. In new year, the external conditions such as policies and epidemics have entered a stable and predictable medium -term stage. For the domestic semiconductor industry, where are the growth points and attention of the semiconductor industry in 2022? Consolida research is a professional consulting institution that has been focusing on the development of the domestic semiconductor industry for many years. It has more than 20 senior analysts that deeply cultivate all aspects of the overall development of the industry and the semiconductor industry chain. Duan has formed a great influence in the industry. How do the analysts of the Cordonic Study view the development of the domestic semiconductor industry in 2022? In this article, analysts from Xinmou Research will focus on the overall development of the domestic semiconductor industry in 2022, the development of various local semiconductor industries in China, and the development of all links in the domestic semiconductor industry chain. Hope to help the healthy development of the domestic semiconductor industry.
Coumian chief analysts Gu Wenjun: In 2022, the focus of the six major attention in the field of domestic chip manufacturing
On the whole, the development of the domestic semiconductor industry this year will remain upward. In terms of the most concerned chip manufacturing field in the industry, the tightness of 8 -inch chip production capacity will continue in 2022, but the capacity of 12 -inch process nodes will gradually improve. Driven by market demand, the domestic chip manufacturing industry will be improved. The domestic chip manufacturing industry It will maintain double -digit growth of more than 10%. Under such a general trend, the following six -point industrial change is more worthy of industrial attention: , first, it is necessary to pay close attention to the United States' new actions for the Chinese semiconductor industry. The contests of China and the United States around the semiconductor industry have continued. The industry needs to pay attention to that during the 2022 American midterm elections, American politicians will point their finger to China again in order to shape a tough image, and give sanctions to relevant Chinese companies. Among them, two types of enterprises need to be paid to. One is for companies such as SMICs that have been sanctioned, and the United States will continue to tighten their sanctions policies; the other is a domestic leading enterprise in the semiconductor industry. , Including whether companies in the storage field will receive a "blacklist" warning in the United States. The second, it is necessary to pay close attention to Japan's restrictions on China in semiconductor materials and equipment. What needs to be vigilant is that in the process of competing around China and the United States around the semiconductor industry, the United States may put pressure on and unite his allies Japan to restrict the development of the Chinese semiconductor industry for the advantages of Japan -semiconductor materials and equipment. The industry should pay attention to the emergence of this signs, and prepare for the precise of planning ahead. third, you need to pay attention to joint venture in the field of chip manufacturing. In recent years, there have been some companies in the field of chip manufacturing, including joint ventures established in the joint venture model, including overseas capital or enterprises co -founded with the United States, Japan, South Korea, and Taiwan. In particular, it is important to pay attention to whether this type of joint venture will be successfully listed. If they can achieve this goal, they will provide a sample for the joint venture company in the semiconductor field. Investment in the mainland and cooperate with domestic local governments to establish a joint venture. Over time, it will form a situation of high -end and low -end overseas, and cause two sides of Chinese semiconductor manufacturing enterprises. Fourth, pay attention to the new developments of the new subject. In 2021, some rotten projects caused the industry's attention, which led to tightening some policies. In this case, the new subject began to expand and attracts the attention of the industry. The emergence of the new subject has exacerbated the phenomenon of "grabbing talents". In order to put the talent digging into the development of the industrial development, the domestic guidance has been made according to the "grabbing talent" boom. Therefore, in 2022, it is necessary to pay attention to the further guidance of domestic policies to the semiconductor industry of "barbaric growth" at the moment, and establish orderly development in "disorder". At the same time, the industry must also pay attention to whether more new subjects will be given to this process. If the number of new subjects born from this is rising, there will be new policies. Fifth, we need to pay attention to the development of private enterprises in the field of domestic chip manufacturing. In 2021, the domestic policy of chip manufacturing has tightened some tightening, but due to market demand, capital's enthusiasm for investment in the field of chip manufacturing is immortal, especially with chip manufacturing steps to enter from 8 -inch to 12 -inch stage. It has made private enterprises related to the development of the field received the capital attention of the industry. Therefore, in 2022, the development of domestic private chip manufacturing enterprises including Zhejiang Fuxin, Guangzhou Zengxin, Hefei Kaway, Zhuo Shengwei, and Rongxin Semiconductor requires industrial attention. The sixth, we need to pay attention to the breakthroughs of domestic foundry companies in vehicle regulations. The shortage of chip production capacity in 2021 broke out in the field of automobile chips. In the process, many domestic companies have invested in the research of car -level chip manufacturing. It is worthy of attention. Breakthrough in craftsmanship.
The general manager Jing Xin: The development path of the semiconductor industry in China gradually clear
After many years of exploration, including Beijing, Shanghai, Guangdong and other regions have become the main highlands of the development of the domestic semiconductor industry. Among them, Beijing has gradually established the space layout of Haidian, Daxing Yizhuang, and Shunyi. The development pattern of the semiconductor industry chain of the two wings; Guangdong is striving to build a semiconductor industry innovation highland and the third pole of my country's semiconductor industry. From the historical development point of view, these provinces and cities have inherited the traditional advantages of the Yellow Bohai, the Yangtze River Delta, and the Pearl River Delta. After being planned as a major industrial layout of the 14th Five -Year Plan, these places also have the semiconductor industry in the semiconductor industry. Great development space. is the beginning of the "14th Five -Year Plan" plan, and in 2022, it entered the year of important implementation and fast lane fields. As far as the semiconductor field is concerned, in the next year, leading enterprises will continue to develop in a large -scale direction under the trend of expanding production, and strive to promote the platform construction of the semiconductor industry; small and medium -sized enterprises will develop in a new direction of specialized specialties and increase The added value of the industrial chain has formed an important support for the development of the industrial chain. The study as part of the domestic semiconductor industry in China, with the mission of "conspiracy to the world", provides support for the development of the semiconductor industry in many places across the country, providing local industrial planning, investment planning, project exhaustion, and project exhaustion. Services, industrial activities and other services.
Wang Xiaolong, Research Director of the Consolidate: Be alert to the potential variables of the development of the domestic semiconductor industry r It is necessary to pay attention to the changes in domestic semiconductor industry listed companies, especially the potential impact of listed companies in the science and technology board on the domestic semiconductor industry. The science and technology board officially opened in July 2019 ignited the domestic semiconductor industry. So far, the science and technology board is about to go through three years, and the core executives of these corporate equity have also ushered in three years of equity lifting time. With the arrival of this time node, the core executives of these monetable equity are needed to pay attention to the industry. The flow of these lifting funds may become the basis for the development of a new round of domestic semiconductor -core executives may hold this monetary funds for entrepreneurship, thereby promoting a new climax of the domestic semiconductor industry. In addition, there are also some variables in terms of the domestic semiconductor industry environment. The shortage of chips has been relieved to a certain extent, but the market behavior of individual products and stocking will still make the shortage of stock stocks. The phenomenon lasted for a while. The theoretically, the supply of foundries on car chips can be theoretically available in the supply of car chips. The reason behind it is that the car chip has a long period of use, especially when the industry is prosperous. Driven by the interests, some car chip agent companies mainly based on the agency mode will appear. Employees' stocking behavior has increased risks to the car chip market that is out of stock. The greater crisis is that when the Tire 1 manufacturer cannot get the goods, the production reduction plan of the car manufacturer reduces the chip demand. When reaching a critical point of supply and demand, once these employees start selling car chips, they are likely to be very likely The original business of impact chips.
Song Changgeng, Research Director of Consolidate: Differential chip design companies may have differentiated
Song Changgeng, Research Director of Cord Constellation, said that in 2021, Chinese semiconductor The design industry has achieved extraordinary results. Many companies have doubled their performance, and the overall growth of the industry has exceeded 50%. Among them, the growth of demand under the background of domestic replacement, as well as factors that have increased the price of the entire industrial chain caused by the tight production capacity. In 2022, domestic chip design enterprises may have differentiation: with the part of the tight capacity, the company and products that have obtained customers have obtained the pursuit of the company and the product, stable the supply chain, and expand the market share; It may face greater difficulties. It's growth market for chip design enterprises, products such as memory, power devices, MCUs, etc. will continue to maintain high -speed growth, and the new energy vehicle field hosting companies will strengthen direct cooperation with chip companies, which will bring new new chips to domestic chips. Opportunity.
Li Guoqiang, Research Director of Consolidate: In 2022, the power IC market maintains basic stability
Under the influence of many factors such as market competition, the market demand has not increased significantly. Therefore, the power IC market has remained basically stable in 2022, and there will be no high -speed increase in 2021.
Xie Ruifeng, deputy director of core conspiracy: the development of polarization in the domestic advanced packaging and traditional packaging market
n It is believed that in terms of the domestic semiconductor semiconductor seal and testing industry, the overall scale of the industry will continue to rise, mainly because the overall semiconductor overall prosperity is high, and the incremental demand brought by the rapid development of the domestic design industry is huge. However, the growth rate of semiconductor semiconductors in 2022 will be less than 2021. In 2022, as the overall supply and demand of the chip gradually balance, the supply and demand of sealing and measurement will also be balanced. The growth rate in 2021 includes the price increase. The probability is small. In the field of advanced packaging, advanced packaging is still hot. A large amount of capital is invested in advanced packaging. It is mainly due to the rapid growth of radio frequency, CIS, memory and other aspects, and the overall market is still better. However, traditional packaging may turn to over -supply, and traditional packaging capacity formation cycle is short. At present, a certain degree of production capacity has been loose, and the supply and demand situation may reverse next year. On the other hand, the strength of the company's equipment and material enterprises has continued to increase. The scale and competitiveness of the domestic packaging substrate industry have been further strengthened. With the mass production of many domestic projects, the support of domestic materials in the large -scale semiconductor semiconductor semiconductor semiconductor seal and testing industry will continue to increase.
Iline conspiracy research will conduct more detailed exploration of the development of all aspects of the domestic semiconductor industry chain in "2022 domestic semiconductor industry outlook (below)", including domestic semiconductor equipment Analysis and prospects of the development of the material, compound semiconductor industry, and EDA industry, etc., stay tuned.
In the past 2021, many stories have occurred in the semiconductor industry -in the case of the upgrading of the global industrial chain, the semiconductor industry as the core of science and technology development in the future has not got rid of the influence of the international trade situation. In order to seize the opportunity of the new era The competition between semiconductor companies is becoming more fierce; affected by the epidemic, the demand for semiconductor products related to remote office categories has increased, and the data center market has begun to accelerate the development; After the new energy field, the prospects of new energy vehicles have been optimistic, which has driven the development of the semiconductor industry of the new energy vehicle; the situation of lack of core and production capacity has shrouded the whole year of 2021, and a price increase letter floated from the beginning of the year to the end of the year; Domestic high -quality semiconductor companies have landed on the science and technology board; in this background, the development of the domestic semiconductor industry has attracted the attention of the whole society.
as the domestic semiconductor industry is prosperous, local semiconductor companies have also ushered in a bumper harvest. From the perspective of the domestic market, according to the statistics of core conspiracy, the total revenue of China's design industry in 2021 is expected to be $ 47.6 billion, an increase of 7.5%year -on -year.
In new year, the external conditions such as policies and epidemics have entered a stable and predictable medium -term stage. For the domestic semiconductor industry, where are the growth points and attention of the semiconductor industry in 2022? Consolida research is a professional consulting institution that has been focusing on the development of the domestic semiconductor industry for many years. It has more than 20 senior analysts that deeply cultivate all aspects of the overall development of the industry and the semiconductor industry chain. Duan has formed a great influence in the industry. How do the analysts of the Cordonic Study view the development of the domestic semiconductor industry in 2022?
In this article, analysts from Xinmou Research will focus on the overall development of the domestic semiconductor industry in 2022, the development of various local semiconductor industries in China, and the development of all links in the domestic semiconductor industry chain. Hope to help the healthy development of the domestic semiconductor industry.
Coumian chief analysts Gu Wenjun: In 2022, the focus of the six major attention in the field of domestic chip manufacturing
On the whole, the development of the domestic semiconductor industry this year will remain upward. In terms of the most concerned chip manufacturing field in the industry, the tightness of 8 -inch chip production capacity will continue in 2022, but the capacity of 12 -inch process nodes will gradually improve. Driven by market demand, the domestic chip manufacturing industry will be improved. The domestic chip manufacturing industry It will maintain double -digit growth of more than 10%. Under such a general trend, the following six -point industrial change is more worthy of industrial attention:
, first, it is necessary to pay close attention to the United States' new actions for the Chinese semiconductor industry. The contests of China and the United States around the semiconductor industry have continued. The industry needs to pay attention to that during the 2022 American midterm elections, American politicians will point their finger to China again in order to shape a tough image, and give sanctions to relevant Chinese companies. Among them, two types of enterprises need to be paid to. One is for companies such as SMICs that have been sanctioned, and the United States will continue to tighten their sanctions policies; the other is a domestic leading enterprise in the semiconductor industry. , Including whether companies in the storage field will receive a "blacklist" warning in the United States.
The second, it is necessary to pay close attention to Japan's restrictions on China in semiconductor materials and equipment. What needs to be vigilant is that in the process of competing around China and the United States around the semiconductor industry, the United States may put pressure on and unite his allies Japan to restrict the development of the Chinese semiconductor industry for the advantages of Japan -semiconductor materials and equipment. The industry should pay attention to the emergence of this signs, and prepare for the precise of planning ahead.
third, you need to pay attention to joint venture in the field of chip manufacturing. In recent years, there have been some companies in the field of chip manufacturing, including joint ventures established in the joint venture model, including overseas capital or enterprises co -founded with the United States, Japan, South Korea, and Taiwan. In particular, it is important to pay attention to whether this type of joint venture will be successfully listed. If they can achieve this goal, they will provide a sample for the joint venture company in the semiconductor field. Investment in the mainland and cooperate with domestic local governments to establish a joint venture. Over time, it will form a situation of high -end and low -end overseas, and cause two sides of Chinese semiconductor manufacturing enterprises.
Fourth, pay attention to the new developments of the new subject. In 2021, some rotten projects caused the industry's attention, which led to tightening some policies. In this case, the new subject began to expand and attracts the attention of the industry. The emergence of the new subject has exacerbated the phenomenon of "grabbing talents". In order to put the talent digging into the development of the industrial development, the domestic guidance has been made according to the "grabbing talent" boom. Therefore, in 2022, it is necessary to pay attention to the further guidance of domestic policies to the semiconductor industry of "barbaric growth" at the moment, and establish orderly development in "disorder". At the same time, the industry must also pay attention to whether more new subjects will be given to this process. If the number of new subjects born from this is rising, there will be new policies.
Fifth, we need to pay attention to the development of private enterprises in the field of domestic chip manufacturing. In 2021, the domestic policy of chip manufacturing has tightened some tightening, but due to market demand, capital's enthusiasm for investment in the field of chip manufacturing is immortal, especially with chip manufacturing steps to enter from 8 -inch to 12 -inch stage. It has made private enterprises related to the development of the field received the capital attention of the industry. Therefore, in 2022, the development of domestic private chip manufacturing enterprises including Zhejiang Fuxin, Guangzhou Zengxin, Hefei Kaway, Zhuo Shengwei, and Rongxin Semiconductor requires industrial attention.
The sixth, we need to pay attention to the breakthroughs of domestic foundry companies in vehicle regulations. The shortage of chip production capacity in 2021 broke out in the field of automobile chips. In the process, many domestic companies have invested in the research of car -level chip manufacturing. It is worthy of attention. Breakthrough in craftsmanship.
The general manager Jing Xin: The development path of the semiconductor industry in China gradually clear
After many years of exploration, including Beijing, Shanghai, Guangdong and other regions have become the main highlands of the development of the domestic semiconductor industry. Among them, Beijing has gradually established the space layout of Haidian, Daxing Yizhuang, and Shunyi. The development pattern of the semiconductor industry chain of the two wings; Guangdong is striving to build a semiconductor industry innovation highland and the third pole of my country's semiconductor industry. From the historical development point of view, these provinces and cities have inherited the traditional advantages of the Yellow Bohai, the Yangtze River Delta, and the Pearl River Delta. After being planned as a major industrial layout of the 14th Five -Year Plan, these places also have the semiconductor industry in the semiconductor industry. Great development space.
is the beginning of the "14th Five -Year Plan" plan, and in 2022, it entered the year of important implementation and fast lane fields. As far as the semiconductor field is concerned, in the next year, leading enterprises will continue to develop in a large -scale direction under the trend of expanding production, and strive to promote the platform construction of the semiconductor industry; small and medium -sized enterprises will develop in a new direction of specialized specialties and increase The added value of the industrial chain has formed an important support for the development of the industrial chain.
The study as part of the domestic semiconductor industry in China, with the mission of "conspiracy to the world", provides support for the development of the semiconductor industry in many places across the country, providing local industrial planning, investment planning, project exhaustion, and project exhaustion. Services, industrial activities and other services.
Wang Xiaolong, Research Director of the Consolidate: Be alert to the potential variables of the development of the domestic semiconductor industry
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It is necessary to pay attention to the changes in domestic semiconductor industry listed companies, especially the potential impact of listed companies in the science and technology board on the domestic semiconductor industry. The science and technology board officially opened in July 2019 ignited the domestic semiconductor industry. So far, the science and technology board is about to go through three years, and the core executives of these corporate equity have also ushered in three years of equity lifting time. With the arrival of this time node, the core executives of these monetable equity are needed to pay attention to the industry. The flow of these lifting funds may become the basis for the development of a new round of domestic semiconductor -core executives may hold this monetary funds for entrepreneurship, thereby promoting a new climax of the domestic semiconductor industry.
In addition, there are also some variables in terms of the domestic semiconductor industry environment. The shortage of chips has been relieved to a certain extent, but the market behavior of individual products and stocking will still make the shortage of stock stocks. The phenomenon lasted for a while.
The theoretically, the supply of foundries on car chips can be theoretically available in the supply of car chips. The reason behind it is that the car chip has a long period of use, especially when the industry is prosperous. Driven by the interests, some car chip agent companies mainly based on the agency mode will appear. Employees' stocking behavior has increased risks to the car chip market that is out of stock. The greater crisis is that when the Tire 1 manufacturer cannot get the goods, the production reduction plan of the car manufacturer reduces the chip demand. When reaching a critical point of supply and demand, once these employees start selling car chips, they are likely to be very likely The original business of impact chips.
Song Changgeng, Research Director of Consolidate: Differential chip design companies may have differentiated
Song Changgeng, Research Director of Cord Constellation, said that in 2021, Chinese semiconductor The design industry has achieved extraordinary results. Many companies have doubled their performance, and the overall growth of the industry has exceeded 50%. Among them, the growth of demand under the background of domestic replacement, as well as factors that have increased the price of the entire industrial chain caused by the tight production capacity. In 2022, domestic chip design enterprises may have differentiation: with the part of the tight capacity, the company and products that have obtained customers have obtained the pursuit of the company and the product, stable the supply chain, and expand the market share; It may face greater difficulties.
It's growth market for chip design enterprises, products such as memory, power devices, MCUs, etc. will continue to maintain high -speed growth, and the new energy vehicle field hosting companies will strengthen direct cooperation with chip companies, which will bring new new chips to domestic chips. Opportunity.
Li Guoqiang, Research Director of Consolidate: In 2022, the power IC market maintains basic stability
Under the influence of many factors such as market competition, the market demand has not increased significantly. Therefore, the power IC market has remained basically stable in 2022, and there will be no high -speed increase in 2021.
Xie Ruifeng, deputy director of core conspiracy: the development of polarization in the domestic advanced packaging and traditional packaging market
n It is believed that in terms of the domestic semiconductor semiconductor seal and testing industry, the overall scale of the industry will continue to rise, mainly because the overall semiconductor overall prosperity is high, and the incremental demand brought by the rapid development of the domestic design industry is huge. However, the growth rate of semiconductor semiconductors in 2022 will be less than 2021. In 2022, as the overall supply and demand of the chip gradually balance, the supply and demand of sealing and measurement will also be balanced. The growth rate in 2021 includes the price increase. The probability is small.
In the field of advanced packaging, advanced packaging is still hot. A large amount of capital is invested in advanced packaging. It is mainly due to the rapid growth of radio frequency, CIS, memory and other aspects, and the overall market is still better. However, traditional packaging may turn to over -supply, and traditional packaging capacity formation cycle is short. At present, a certain degree of production capacity has been loose, and the supply and demand situation may reverse next year.
On the other hand, the strength of the company's equipment and material enterprises has continued to increase. The scale and competitiveness of the domestic packaging substrate industry have been further strengthened. With the mass production of many domestic projects, the support of domestic materials in the large -scale semiconductor semiconductor semiconductor semiconductor seal and testing industry will continue to increase.
Iline conspiracy research will conduct more detailed exploration of the development of all aspects of the domestic semiconductor industry chain in "2022 domestic semiconductor industry outlook (below)", including domestic semiconductor equipment Analysis and prospects of the development of the material, compound semiconductor industry, and EDA industry, etc., stay tuned.