McKinsey IHS and ICInsight estimate that China's semiconductor industry

Observe the new assessments of China's semiconductor industry by McKinsey, I HS and ICinsight . Some data are rare and can be used for reference .

1) They estimated the Chinese semiconductor market in 2011 and 2015 to be US$ 100 billion in 2011 and US$ 145 billion in 2015 , respectively, listing the consumption amounts of foreign and domestic companies . For example , of the US $ 100 billion in 2011 , foreign companies such as Apple consumed about US$ 70 billion, while Chinese companies consumed about US$ 30 billion. And of the US$ 145 billion in 2015 , foreign companies consumed about US$ 95 billion, while domestic companies consumed US$ 50 billion.

This data will be related to the goal of China's semiconductor industry to achieve a 70% self-sufficiency rate in the next 10 years, that is , China will produce 500x70%=35 billion US dollars of chips in the next 10 years . If the above assumptions are accepted, the goal of achieving a 70% self-sufficiency rate may be easy to achieve. Otherwise, the 70% self-sufficiency rate target may be too far away , because first of all, China's market growth rate is fast , and this target value will be very large in 10 years ; secondly, achieving the 70% self-sufficiency rate target may lead to a new round of overcapacity ; finally, the 70% self-sufficiency rate target lacks scientificity. Because it is often the remaining 30% gap that affects national security and independent development.

2) According to their estimates , in 2011, China's fabless market share in the world was 6%, while China's foundry industry market share was less than 2%. By 2015 , China's fabless market share had grown to 12%. ( Note that this data shows that when the global fabless market was 83 billion US dollars in 2015 , China's should be 9.996 billion US dollars, which is very different from the 120 billion yuan calculated by the China IC Design Association itself )

The following figure is for reference ;

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