semiconductor device
According to SEMI statistics, in 20 18 years, the global semiconductor equipment market reached $62 10 billion, and American enterprises had a strong monopoly on core equipment in manufacturing, testing and other fields. China semiconductor equipment enterprises have already achieved domestic substitution in products such as etching and deposition, and we are optimistic that related enterprises will continue to maintain rapid growth by broadening their product lines in the future.
Computing chip
American companies such as Intel, AMD, NVIDIA, Xilinx and Qualcomm have strong technology and market share advantages in the field of CPU/GPU/FPGA/ASIC. Huawei Hisilicon has released computing chips based on ARM architecture. Domestic Megacore and Guang Hai are the main suppliers of domestic x86 CPU, and they are still in a rapid development stage.
RF front-end chip
At present, the RF front-end market is mainly dominated by American and Japanese companies, and American RF manufacturers such as Skyworks, Qorvo and Broadcom occupy the main mid-to high-end market with their strong module strength. Recently, a number of RF chip design companies such as Zhuoshengwei (RF switch, low noise amplifier) and Hantianxia (PA) have emerged in China, but the filters are still relatively weak.
Storage; stock
According to WSTS statistics, the global memory market reached $158 billion in 20 18 years, and the industry showed an oligopoly trend. Korean companies and American companies have huge leading advantages in mainstream memory fields such as DRAM and NAND. At present, China's self-sufficiency rate is still close to zero. Changjiang Storage and Hefei Changxin are actively promoting the research and development of new nodes, and we expect to achieve a technological breakthrough in 20 19.
Analog and digital-to-analog conversion chip
According to WSTS statistics, the global sales of analog chips reached $58.8 billion in 2065438+2008. American manufacturers such as TI, ADI and On Semi have complete layout and enjoy certain user stickiness, but the market concentration is relatively low. At present, domestic analog manufacturers such as Sheng Bang Co., Ltd. are developing rapidly, and we believe that domestic analog manufacturers are expected to realize import substitution in sub-sectors in the future.
Electronic design automation software
EDA software for electronic design automation is an indispensable part of semiconductor design. According to the statistics of ESD Alliance, the global EDA software market in 20 18 was 9.5 billion US dollars, and American companies Synopsys and Cadence occupied a monopoly position. Only the domestic company Huada Jiutian can support some technical platforms.
In addition, wafer foundry is the foundation of manufacturing industry. At present, TSMC still occupies an absolute leading position, with a market share of 62%, and the influence of the United States is relatively weak; As for domestic manufacturers, the semiconductor market share of SMIC and Hua Hong is 6% and 3% respectively.