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China finished 2021 with 4% global semiconductor market share

(2022/04/06)


China finished 2021 holding just four per cent of global semiconductor market, research firm IC Insights stated on Tuesday.

That figure puts China at the bottom of the firm's lists, behind Japan's six per cent share - down from 49 per cent in the early 1990s.

The US tops IC Insights' charts with over half of the global market, followed by South Korea with 22 per cent, Taiwan with nine percent and Europe with six percent. The research firm calculates those figures by considering market share across fabless IC companies and integrated design and manufacturing (IDM) concerns that both create and make silicon. The USA’s result reflects is strength in both categories, while South Korea, Europe and Japan rely mostly on manufacturers .

[1]

“Overall, US-headquartered companies show the most balance with regard to IDM, fabless, and total IC industry market share,” said IC Insights in a [2]summary of its research. US companies may well continue to dominate, given massive subsidies offered to the industry to reflect its strategic importance.

[3]Taiwan rounds up 60 Chinese tech workers on suspicion of poaching tech and people

[4]Think tank: US will need to import semiconductor talent to fill new factories

[5]US Army journal's top paper from 2021 says Taiwan should destroy TSMC if China invades

[6]Intel CEO made $178m in first 10 months, AMD CEO got a $2m pay rise

The Middle Kingdom’s four per cent is a combination of a nine per cent share of fabless IC companies, but also reflects its dearth of fabs. The paltry shares suggest Beijing’s [7]self-sufficiency drive is yet to make a dent. Back in October 2020, as Beijing set a goal to become technology self-sufficient by 2035.

The goal included having 70 percent of domestic total semiconductors needs met the Middle Kingdom by 2025, but as of February 2021 US sanctions were biting and only 5.9 per cent of silicon was [8]reportedly home grown.

[9]

[10]

Analyst firm Forrester reckons the current state of China’s zero-COVID strategy is not helping matters, and has [11]predicted a market slow down for the Middle Kingdom.

While Beijing has [12]invested billions of dollars into processor development and manufacturing infrastructure, the investment is yet to pay off, and results so far suggest the country is spinning its gears.

[13]

As of 2021, the dominant players in the chip game appear to be Asia-Pacific and North America, with the former’s IC sales market share, as a region, rising out of the ashes from four per cent in 1990 to 34 per cent as of 2021.

“This increase in share by the Asian IC suppliers equates to a 31-year IC sales CAGR of 15.9 per cent, almost double the total IC market CAGR of 8.2 per cent over this same time period,” said IC Insights.

Meanwhile, North America's share rose from 38 per cent to 54 per cent.®

Get our [14]Tech Resources



[1] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/front&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=2&c=2Yk1k1cEsGG5qvu6KosfIjQAAABA&t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0

[2] https://www.icinsights.com/news/bulletins/Chinese-Companies-Hold-Only-4-Of-Global-IC-Marketshare/

[3] https://www.theregister.com/2022/03/14/taiwan_china_tech_worker_raids/

[4] https://www.theregister.com/2022/03/15/bringing_the_chipmakers_home/

[5] https://www.theregister.com/2022/01/05/taiwan_should_destory_tsmc_paper/

[6] https://www.theregister.com/2022/04/04/intel_ceo_made_178m/

[7] https://www.theregister.com/2020/10/30/china_tech_self_sufficiency/

[8] https://www.theregister.com/2021/02/22/ic_insights_china_silicon_market_share/

[9] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/front&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44Yk1k1cEsGG5qvu6KosfIjQAAABA&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0

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[11] https://www.theregister.com/2022/02/10/apac_tech_growth_prospects_2022/

[12] https://www.theregister.com/2022/03/09/chinese_chipmaking_ambitions/

[13] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/front&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44Yk1k1cEsGG5qvu6KosfIjQAAABA&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0

[14] https://whitepapers.theregister.com/



Corruption?

JassMan

While Beijing has invested billions of dollars into processor development and manufacturing infrastructure, the investment is yet to pay off, and results so far suggest the country is spinning its gears.

We all know that new processors from scratch cost loads of dosh but a lot of that is proving an instruction set will be useful in the real world. Do we really need yet another new processor family?

I know I will be shot down in flames here but, it seems to me, that RISC-V and Arm are the way to go so why do they need another. If they don't want to pay for Arm licenses there is nothing to stop them from producing their own hardware to run the same instruction set (which is well tried and tested and has a lot of software already running.) This would be a much cheaper way to go.

The real question is, "Is all this money actually going to designers and manufacturers?" or is loads of it being syphoned off by various members of the Party.

Re: Corruption?

Anonymous Coward

China is not creating new instruction sets. So far, their homegrown CPUs all use existing architectures. The article is only about chip manufacture, not the market share of different types of CPUs.

You must dine in our cafeteria. You can eat dirt cheap there!!!!