pwc china's impact on the semiconductor industry: 2012 update

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Exceptional relative performance www.pwc.com/technology China’s impact on the semiconductor industry: 2012 update

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This report includes an in-depth look at both consumption and production, design, and manufacturing as well as the government incentives and goals for this fast-growing industry. We look at changing roles in Greater China, evaluate progress against growth scenarios originally set in 2004 and revised in 2011 and examine the growth of semiconductor IPOs and patents as a measure of a maturing industry. To read the full report, please visit www.pwc.com/gx/en/technology/chinas-impact-on-semiconductor-industry

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Page 1: PwC China's impact on the semiconductor industry: 2012 update

Exceptional relative performance

www.pwc.com/technology

China’s impact on the semiconductor industry: 2012 update

Page 2: PwC China's impact on the semiconductor industry: 2012 update

PwC

Worldwide semiconductor market by region, 2003-2011

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Source: SIA, CCID

Page 3: PwC China's impact on the semiconductor industry: 2012 update

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China's semiconductor market growth, 2000-2011

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Page 4: PwC China's impact on the semiconductor industry: 2012 update

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Comparison of China vs. worldwide semiconductor growth by quarter, 2007-2011

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Page 5: PwC China's impact on the semiconductor industry: 2012 update

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China's IC and O-S-D market growth, 2000-2011

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Page 6: PwC China's impact on the semiconductor industry: 2012 update

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China compared with worldwide semiconductor market by device, 2011

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Page 7: PwC China's impact on the semiconductor industry: 2012 update

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Semiconductor suppliers to the Chinese market, 2010-2011

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Page 8: PwC China's impact on the semiconductor industry: 2012 update

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Analysis of China/Hong Kong consumption vs. purchasing TAM semiconductor market history

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Page 9: PwC China's impact on the semiconductor industry: 2012 update

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China's semiconductor industry revenue growth, 2000-2011

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Page 10: PwC China's impact on the semiconductor industry: 2012 update

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China's semiconductor industry by sector, 2003-2011

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Page 11: PwC China's impact on the semiconductor industry: 2012 update

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Comparison of China's IC industry sector growth by quarters, 2007-2011

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Page 12: PwC China's impact on the semiconductor industry: 2012 update

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China’s integrated circuit design industry revenue and growth, 2000-2011

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Page 13: PwC China's impact on the semiconductor industry: 2012 update

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Number of IC design enterprises in China, 1990-2011

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Page 14: PwC China's impact on the semiconductor industry: 2012 update

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Major Chinese semiconductor companies by revenue, 2011

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Page 15: PwC China's impact on the semiconductor industry: 2012 update

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China’s wafer fab capacity and share of worldwide capacity, 2000-2011

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Page 16: PwC China's impact on the semiconductor industry: 2012 update

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Comparison of China and all remaining countries’ SPA&T resources, 2011

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Page 17: PwC China's impact on the semiconductor industry: 2012 update

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Comparison of China and all remaining countries’ SATS share of SPA&T capacity, 2011

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Page 18: PwC China's impact on the semiconductor industry: 2012 update

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Major Chinese semiconductor manufacturers (including groups) in 2011

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Page 19: PwC China's impact on the semiconductor industry: 2012 update

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China’s semiconductor manufacturing capacity by province and region, 2011

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Page 20: PwC China's impact on the semiconductor industry: 2012 update

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Comparison of China’s integrated circuit consumption and production, 1999-2014

Page 21: PwC China's impact on the semiconductor industry: 2012 update

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Thank you.

Ed Pausa

+1 408 817 5738

[email protected]

You may view or download the referenced report at our website www.pwc.com/chinasemicon

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Page 22: PwC China's impact on the semiconductor industry: 2012 update

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China versus worldwide semiconductor IPOs, 2005-2011

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Page 23: PwC China's impact on the semiconductor industry: 2012 update

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China versus worldwide semiconductor patents 2005-2012

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Page 24: PwC China's impact on the semiconductor industry: 2012 update

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Current and committed wafer fab capacity comparison, China and Worldwide, 2011

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Page 25: PwC China's impact on the semiconductor industry: 2012 update

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China’s integrated circuit production and consumption – 12th FYP scenarios compared with actual

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Page 26: PwC China's impact on the semiconductor industry: 2012 update

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China compared with worldwide semiconductor market by application, 2011

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Page 27: PwC China's impact on the semiconductor industry: 2012 update

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China's export and domestic semiconductor consumption markets

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Source: Gartner Dataquest, PricewaterhouseCoopers 2009-2011

Page 28: PwC China's impact on the semiconductor industry: 2012 update

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Chinese Top OEMs by revenue and semiconductor consumption 2010-2011 (US$B)

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Page 29: PwC China's impact on the semiconductor industry: 2012 update

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China’s O-S-D and IC industry revenue growth, 2000-2011

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Page 30: PwC China's impact on the semiconductor industry: 2012 update

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China's O-S-D industry revenue growth, 2000-2011

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Page 31: PwC China's impact on the semiconductor industry: 2012 update

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China’s IC industry revenue growth

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Page 32: PwC China's impact on the semiconductor industry: 2012 update

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China's IC design enterprises by employee count, 2010 & 2011

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Page 33: PwC China's impact on the semiconductor industry: 2012 update

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China's IC design industry by process technology, 2010 & 2011

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Page 34: PwC China's impact on the semiconductor industry: 2012 update

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Greater China share of the worldwide semiconductor industry, 2000-2012

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Page 35: PwC China's impact on the semiconductor industry: 2012 update

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Greater China represents, by 2011

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Page 36: PwC China's impact on the semiconductor industry: 2012 update

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Comparison of China's IC industry sector growth by quarters, 2007-2011

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Page 37: PwC China's impact on the semiconductor industry: 2012 update

© 2012 PricewaterhouseCoopers LLP. All rights reserved. PwC refers to the United States member firm, and may sometimes refer to the PwC network. Each

member firm is a separate legal entity. Please see www.pwc. com/structure for further details.

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