So far, the global semiconductor industry has become an industry worth hundreds of billions of dollars, and the industrial chain has achieved globalization. The United States, South Korea, Japan, China, Europe and other countries or regions have exerted their respective industrial chain advantages to contribute to the global semiconductor industry. , There is currently no country or region in the world that can achieve self-sufficiency in semiconductors.

Major listed companies in the industry: Tsinghua Unigroup (002049), Huawei HiSilicon, Changdian Technology (600584), SMIC (00981.HK), Taiji Industry (600667), Zhonghuan (002129), Zhenhua Technology (000733), etc.

The core data of this article: global semiconductor company sales, manufacturing added value of each market segment

The globalization of the semiconductor industry supply chain, each place contributes its own strength

At present, the global semiconductor industry is an industry that truly realizes the globalization of the supply chain. The United States, South Korea, Japan, China, Europe and other countries or regions make use of their respective industrial chain advantages to contribute to the global semiconductor industry.

According to the latest data released by the US Semiconductor Industry Association (SIA), the sales of semiconductor companies in the United States account for 47% of global semiconductor sales. The second place is South Korea, which accounted for 19% of the sales of South Korean semiconductor companies. Both Japan and the EU semiconductor companies accounted for 10% of their sales, tied for third place. The sales of semiconductor companies in Taiwan and mainland China accounted for 6% and 5%, respectively.

The secret of the global semiconductor industry chain in 2021: globalization has been achieved

According to the report “Strengthening the Global Semiconductor Industry Chain in Uncertain Era (2021.04)” jointly released by BCG and SIA, according to the location of equipment manufacturing/assembly, the sales of semiconductor companies in mainland China accounted for as much as 35% in 2019. %; the United States ranked second, accounting for 19% of sales.

The secret of the global semiconductor industry chain in 2021: globalization has been achieved

Specifically, the United States has contributed an important force in the front-end EDA/IP, chip design and other fields of the semiconductor industry chain; Japan has provided core technologies in important links such as global semiconductor manufacturing equipment and semiconductor materials; South Korea has provided core technologies in the field of chip design-storage, Semiconductor materials play a key role; China plays an important role in wafer fabrication.

The secret of the global semiconductor industry chain in 2021: globalization has been achieved

In terms of the added value of the industrial chain, these six countries/regions contributed 9% or more of the total value added of the global semiconductor industry.

Among them, the United States contributed 74% of the added value in EDA/IP; 67% of the added value in chip design-logic; 29% of the added value in chip design-storage; 41% in semiconductor manufacturing equipment the added value.

Mainland China accounts for 38% of the added value of global wafer manufacturing – back-end packaging and testing. Taiwan, China accounted for 22%, 20% and 27% of the added value of global semiconductor materials, wafer manufacturing – front-end wafer manufacturing and wafer manufacturing – back-end packaging and testing, respectively.

South Korea contributes more than half of the added value in global semiconductor chip design-storage. Japan accounts for 24%, 32% and 19% of the added value of global chip design-DAO, semiconductor manufacturing equipment, and semiconductor materials, respectively. Europe accounted for 19%, 18% and 12% of the added value of global chip design-DAO, semiconductor manufacturing equipment and semiconductor materials, respectively.

The secret of the global semiconductor industry chain in 2021: globalization has been achieved

The secret of the global semiconductor industry chain in 2021: globalization has been achieved

No country/region can achieve self-sufficiency in the entire industry chain

– High cost of self-sufficiency

Moreover, the globalization trend of the semiconductor industry is irreversible. Every country or region is interdependent in the semiconductor industry. At present, no country or region in the world can achieve semiconductor self-sufficiency.

According to the latest report “Strengthening the Global Semiconductor Industry Chain in Uncertain Era (2021.04)” jointly released by BCG and SIA, assuming that each region in the world builds a fully self-sufficient local semiconductor industry chain supply chain, then the world needs at least Spending $900 billion to $122.5 million in incremental up-front investment, the annual incremental cost will reach $45 billion to $125 billion, and will lead to an overall increase in global semiconductor prices by 35% to 65%. According to the price transmission mechanism, the rising cost of semiconductors will be passed on to the manufacturing cost of Electronic equipment, which will ultimately be paid by consumers.

The secret of the global semiconductor industry chain in 2021: globalization has been achieved

Although the United States, as the world’s most comprehensive semiconductor company, wants to achieve self-sufficiency in the semiconductor industry, it also needs to spend 350-420 billion US dollars in initial investment, adding 5-15 billion US dollars in costs every year; and as a global wafer manufacturing powerhouse If China wants to achieve self-sufficiency in the semiconductor industry, mainland China alone needs to spend 175-250 billion US dollars in initial investment, and spend 10-30 billion US dollars in capital costs every year.

The secret of the global semiconductor industry chain in 2021: globalization has been achieved

——The transformation cycle of self-sufficient semiconductor technology is long

In addition to wasting about 1 trillion US dollars of capital, it also takes a very long time for a country or region to go from semiconductor product technology research, manufacturing to product completion by its own strength.

At present, it takes at least 10-15 years for a new semiconductor technology method to publish a paper to large-scale commercial manufacturing. The extreme ultraviolet (EUV), which is the basis of the most advanced semiconductor manufacturing node in the world, took nearly 40 years from early concept demonstration to commercialization today, and 10% of EUV photoresist equipment required for EUV production Ten thousand components also come from more than 5,000 suppliers around the world.

At the same time, the birth of these semiconductor technologies and products does not yet have widespread exchanges and cooperation between countries and regions. For example, 60% of the scientific papers related to semiconductors published by American institutions are co-authored with institutions in other countries; and Thirty-six percent of semiconductor-related scientific papers published by Chinese research institutions are co-authored with research institutions in other countries.

It can be seen that the average time it takes to go from product concept to commercialization in one country or region alone will far exceed the current average time. It is far from possible for a single country or region to achieve self-sufficiency in the semiconductor industry.

The secret of the global semiconductor industry chain in 2021: globalization has been achieved

The secret of the global semiconductor industry chain in 2021: globalization has been achieved

The secret of the global semiconductor industry chain in 2021: globalization has been achieved

To sum up, the development of the global semiconductor industry currently depends on countries and regions around the world, and the globalization of the global semiconductor industry chain is conducive to reducing the cost of semiconductors and accelerating the R&D and production of core technologies.

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