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In human terms, the industrial pattern of semiconductor materials.
The global semiconductor industry has experienced three migrations.

Since its development, the global semiconductor industry pattern has been constantly changing. At present, the global semiconductor industry is experiencing the third capacity transfer, and the industrial demand center and capacity center are gradually shifting to Chinese mainland.

The global semiconductor industry is growing rapidly.

In 20021year, the global semiconductor market grew rapidly, with a total of1.10.5 trillion chips sold, and the market scale reached $556 billion, a record high, with a substantial increase of 26.2% year-on-year. The whole semiconductor market has not been negatively affected by the COVID-19 epidemic. Strong consumer demand has pushed all major product categories to achieve double-digit growth rates (except photoelectric products).

From the perspective of semiconductor subdivision, integrated circuits have always been the main subdivision field of semiconductor industry. In 20021year, the scale of integrated circuit market reached USD 463.002 billion, up 28.2% year-on-year, accounting for 83.29% of the global semiconductor market. Among them, integrated circuits can be subdivided into logic circuits, memories, processors and analog circuits. 202 1, accounting for 27.85%, 27.67%, 14.43% and 13.33% respectively. In 202 1 year, memory, analog circuit and logic circuit have all made great growth.

In addition, in 20021year, the global market scale of optoelectronic devices, discrete devices and sensors was 434.04, 303.37,1965438+49 million USD, accounting for 7.8 1%, 5.46% and 3.44% respectively.

Enterprises in the global semiconductor industry compete in many aspects.

The semiconductor industry is highly globalized, and a large number of countries/regions compete in many aspects of semiconductor production, from semiconductor design to manufacturing to ATP (assembly, testing and packaging).

According to the report released by Gartner, an American research institution, the top ten companies in the global semiconductor industry in 20021year were Samsung, Intel, SK Hynix, Micron, Qualcomm, Broadcom, MediaTek and Texas Instruments. Among them, Samsung surpassed Intel to become the number one chip seller. In 20021year, Samsung's semiconductor revenue surged by 3 1.6%, reaching $75.95 billion. Intel's revenue fell to the second place, with an increase of only 0.5%, reaching $73 1 billion, which was the slowest growth of sales among the top 25 companies.

—— The above data comes from the Analysis Report on Market Foresight and Investment Strategic Planning of China Semiconductor Industry by Forward-looking Industry Research Institute.