Asia-pacific semiconductor share of global ratio rose
Release time :2005-06-01
Market research company, said China by 30, not only is a global manufacturer of electronic products, has become the main engine of the asia-pacific semiconductor industry growth in the asia-pacific region, 2004 semiconductor value accounts for 40% of global proportion, estimates that already breakthrough in 2005, about 47 percent to 52 percent by 2010, about $1,666 scale.
By says, because the global semiconductor production are mainly to the asia-pacific region in mainland China mobile, asia-pacific semiconductor production in recent years fast-growing, statistics 2004 asia-pacific semiconductor production value beyond 1,000 billion dollars, growth 26.9%, its been about global semiconductor production growth has outperformed.
The next due to the semiconductor industry west of mainland China slows down, and mainland China semiconductor production capacity will enter opened by a glut, estimates that situation, though not easily see asia-pacific semiconductor output explosive growth, but will still stable growth in the asia-pacific region, an estimated 2010 output will reach semiconductor industry 1,666 billion us dollars, accounting for global proportion will reach about 52 percent in 2004, and in 2010, asia-pacific semiconductor compound growth rate (CAGR) through 2010 will be about 8.5% level.
As for mainland China wafer foundry capacity growth speed, by says that on economical for 8 inches wafer productivity calculation, 2004 China wafer foundry capacity is about 14% of world proportion, currently in addition to mainland China native wafer foundry, including TSMC, electric, also gradually move in, so estimated 2009 mainland wafer foundry capacity share of global proportion, will increase to 20%.
And the above 20% of the scale, still in Taiwan and mainland China, including Taiwan maximum capacity of production by 2004, will share the 54%, fell to 45% of 2009, and the capacity of mainland China, the proportion by 17% of 2004, increased to 25% of 2009, compared with the electronic product manufacturing continent of chip derived by the demand, point out that the capacity supply level has glut.
In addition, personal computers and mobile phones in asia-pacific semiconductor end products is the main two products, however, because of the personal computer market has matured, the future growth of the best product, naturally became 2.5 G and 3G phones.
By said, communication products value accounts for about 28% of production value asia-pacific semiconductor, including 2.5 G and 3G phones accounted for 19%, estimated future mobile phone is still the asia-pacific region, and regular communication product the equipment manufacturing, service in future Europe, beautiful area still mainly manufacturers. |