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Development of the Global Semiconductor Supply Chain Amid the U.S.-China Tech War

  • Report

  • 18 Pages
  • July 2024
  • Region: Global
  • Market Intelligence & Consulting Institute (MIC)
  • ID: 5993389

This report provides an overview of the development of the global semiconductor industry and its product classification, examines country rankings based on semiconductor product categories and the semiconductor industry chain, and explores the impact of the U.S.-China rivalry on the global semiconductor industry chain.

After the onset of the U.S.-China trade war, the United States, aiming to enhance its influence in the technology sector, began implementing a series of suppression strategies, attempting to delay the development of China's semiconductor technology through regulations. International semiconductor-related restrictions have indeed had a certain impact on the global semiconductor industry and its stakeholders. However, they have not yet resulted in decisive outcomes for the competition between the U.S. and Chinese semiconductor industries or the operation of the global semiconductor supply chain.

As the U.S.-China rivalry persists, the development of the semiconductor industry remains uncertain, continuing to influence the landscape of the global semiconductor supply chain.



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Table of Contents

1. Global Semiconductor Product Classification
1.1 Integrated Circuits as the Major Segment
1.2 Major Software and Hardware System Developers Creating Proprietary Chips

2. Development of the Global Semiconductor Industry Chain
2.1 The Semiconductor Industry Chain Includes Eight Sub-industries
2.2 Semiconductor Industry Chain with IDM as the Largest Segment

3. Country Rankings Based On Semiconductor Product Categories
3.1 South Korea Chipmakers Dominates Memory Products
3.2 Microcomponent Products Mainly Microprocessors
3.3 O-S-D Products
3.4 Analog IC and Power Management I
3.5 GPU and FPGA/PLD Products
3.6 Communication ICs Divided into Wired and Wireless Networking ICs
3.7 Display Driver IC (DDI) and Touch and Display Driver Integration IC (TDDI)
3.8 IC Application Processors, Baseband ICs, and RF ICs

4. Country Rankings Based on the Semiconductor Industry Chain
4.1 United States Ranked First in Semiconductor Industry Chain Value in 2023
4.2 Value of the U.S. IC Design Industry Surpassed IDM in 2023
4.3 U.S. Dominates Several Semiconductor Sub-industries Globally in 2023

5. The U.S. Continues to Strengthen Semiconductor Restrictions on China
5.1 The U.S.-China Competition Shifts from Trade War to Tech War
5.2 Under U.S.-China Confrontation, China's Semiconductor Market Share Declines
5.3 China Focuses on Developing Mature Processes

AppendixList of Companies
List of Figures
Figure 1 Semiconductor Product Classification Diagram
Figure 2: Global Semiconductor Product Proportion
Figure 3: Semiconductor Industry Chain Diagram
Figure 4: Global Semiconductor Industry Shipment Value Distribution
Figure 5: Major Manufacturers of 21 Global Semiconductor Products
Figure 6: Major Countries for 21 Global Semiconductor Products
Figure 7: Country Rankings of Semiconductor Industry Chain Value
Figure 8: Country Distribution of Semiconductor Industry Chain Value
Figure 9: Country Rankings in the Semiconductor Industry Chain
Figure 10: Diagram of U.S. Semiconductor Restrictions on China
Figure 11: Global Market Share of China and U.S. Semiconductor Markets

Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • Advantest
  • Agilent
  • Amkor
  • ams OSRAM
  • Analog Devices
  • Apple
  • Applied Materials
  • ASE Group
  • ASML
  • ASR Microelectronics
  • Broadcom
  • Cadence
  • FocalTech Systems
  • Formosa Sumco Technology
  • GigaDevice
  • GlobalFoundries
  • GlobalWafers
  • Goertek
  • Hygon Information
  • ILITEK
  • Infineon
  • Intel
  • JCET Group
  • Kioxia
  • KLA
  • Lam Research
  • Lattice
  • LX Semicon
  • Macronix
  • Marvell
  • MediaTek
  • Micron
  • Nanya Technology
  • Novatek Microelectronics
  • Nvidia
  • NXP
  • Onsemi
  • PSMC
  • Qorvo
  • Qualcomm
  • Realtek
  • Robert Bosch
  • Samsung
  • Shin-Etsu
  • Siemens EDA
  • SK Hynix
  • Skyworks Solutions
  • SMIC
  • Sony
  • STMicro
  • Sumitomo Chemical
  • Synopsys
  • TDK
  • TEL
  • Texas Instrument
  • Tokyo Ohka Kogyo
  • TSMC
  • UMC
  • Unisoc
  • VeriSilicon
  • VIS
  • WD
  • Will Semiconductor
  • Winbond Electronics

Methodology

Primary research with a holistic, cross-domain approach

The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.

Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:

Method

  • Component supplier interviews
  • System supplier interviews
  • User interviews
  • Channel interviews
  • IPO interviews
  • Focus groups
  • Consumer surveys
  • Production databases
  • Financial data
  • Custom databases

Methodology

  • Technology forecasting and assessment
  • Product assessment and selection
  • Product life cycles
  • Added value analysis
  • Market trends
  • Scenario analysis
  • Competitor analysis

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