As global competition in the semiconductor sector intensifies, China's IC design industry is witnessing a surge in mergers and acquisitions (M&A). In 2024, amidst sluggish global demand, a downturn in the industry cycle, and strong government policy support, Chinese IC design firms are leveraging M&A to accelerate technological breakthroughs, optimize resource allocation, and expand market presence. These efforts aim to enhance semiconductor self-sufficiency and reduce dependence on external supply chains.
This report provides a comprehensive analysis of the key drivers behind this wave of M&A activity, examines notable deals and their strategic implications, and assesses the broader impact on China's semiconductor industry. It offers industry stakeholders an in-depth look at the key trends shaping the future of China's IC design sector.
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Table of Contents
1. China's Semiconductor Industry Development and Policy Landscape
1.1 Industry Downturn Accelerates Consolidation in China's Semiconductor Sector
1.2 Government Policies Shaping a Favorable M&A Landscape for Semiconductors
2. Key M&A Cases and Strategic Insights
2.1 Novosense's Full Acquisition of Magntek: A Strategic Move in Magnetic Sensors
2.1.1 Technology and Market Synergies
2.1.2 Supply Chain Optimization
2.2 Bright Power's Acquisition of ConvenientPower: Expanding Wireless Charging Capabilities
2.2.1 Complementary Technology Strengths
2.2.2 Automotive Market Expansion
2.3 Goodix's Planned Acquisition of Viewtrix Tech: Expanding OLED Capabilities for AR/VR
2.4 Halo Microelectronics' Acquisitions of Zinitix and Chengxinwei: Targeting the Mobile Device Market
2.4.1 Strategic Investment in Autofocus and Touch Technologies
2.4.2 Leveraging Horizontal Integration for Market Expansion
2.4.3 Halo Microelectronics Achieves Key Expansion in Product Line and Technology Portfolio Through These Two Acquisitions
2.5 Gigadevice Acquires Suzhou Xysemi: Enhancing Analog and Power Management
3. Trends in Core Component Consolidation
3.1 China's Analog Chip Players Exhibit Higher M&A Demand
3.1.1 Global Analog Chip Leaders as a Benchmark for Chinese M&A Strategies
3.2 Post-M&A Focus: Integrating Analog Chips and Microcontrollers
4. Analyst Perspective
Appendix
List of Companies
List of Tables
- Table 1: Key M&A Support Measures by Regulatory Authorities in China (2024)
- Table 2: Goodix's Touch Controller Product Line
List of Figures
- Figure 1: Novosense's Product Portfolio and Application Landscape
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Novosense
- Magntek
- Bright Power
- ConvenientPower
- Goodix
- Viewtrix Tech
- Halo Microelectronics
- Zinitix
- Chengxinwei
- Gigadevice
- Suzhou Xysemi
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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