The global semiconductor equipment market is still dominated by U.S., Japanese, and European brands with their proprietary processes and technologies and has relatively high barriers to enter. Pressured by U.S. semiconductor export controls, the Chinese semiconductor industry will be significantly affected. This report provides an overview of timeline of the trade conflict between the U.S. and China since 2018, analyzes the impact on the semiconductor industry in China, the U.S. and Taiwan, outlines China's possible countermeasures against the conflict, and examines possible opportunities if the conflict continues.
List of Topics
- The development timeline of the trade conflict between the U.S. and China during the period 2018-2020, touching on products included in the Entity List
- Impact on China's semiconductor industry, including the industry’s shipment value from 2011 to 2019 and outlining semiconductor projects developed from China's Big Fund from 2014 to 2018 as well as semiconductor clusters in China
- Impact of U.S. ban on Huawei's chips, smartphones, and 5G base stations
- Development of the global semiconductor industry, touching on how major IT brands have reacted such as Google, Qualcomm, Intel, and AMD following the Huawei Ban.
- China's possible countermeasures against the conflict, touching on its development of emerging applications ICs, a homegrown semiconductor industry, and China Standards 2035
- Outline of key industry challenges and opportunities if the conflict continues.
Table of Contents
- Background of U.S. and China Trade Conflict
- Impact on China's Semiconductor Industry
- Impact on U.S. and Taiwan's Industries
- China's Possible Countermeasures against the China-U.S. Conflict
- Key Industrial Challenges and Opportunities
Samples
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Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- AMD
- AMEC
- ASM Pacific
- ASML
- Advanced Micro
- Advantest
- Analogix Semiconductor
- Apex Microelectronics
- Apple
- BD Star Navigation
- Beijing Cengol
- Beijing Yandong Microelectronic
- CR Microelectronics
- Centec Networks
- Changsha Jingjia
- China Wafer Level CSP
- Dynex Semiconductor
- Enkris Semiconductor
- Fujitsu Microelectronics
- GigaDevice
- Global Power Technology
- Goodix
- Guoke Micro
- Hangzhou Chang
- Hangzhou Chang Chuan Tech
- Hangzhou Silan
- Hisilicon
- Hitachi High-tech
- Hua Hong Semiconductor
- Hua Hong Semiconductor
- Huawei
- icroelectronics
- Innoscience
- Intel
- JCET
- Jiangsu Yoke Technology
- Juhua Technology
- KLA
- Lam Research
- Li-On
- MediaTek
- Nantong Fujitsu Microelectronics
- Naura Technology
- Navtech Radar
- Qromis
- Qualcomm
- SJSemi
- SMEE
- SMIC
- STMicroelectronics
- Sanechips Technology
- San’an Optoelectronics
- Screen
- Semiconductor Manufacturing North China
- SevenStar Electronics
- Shanghai Huahong Grace Semiconductor Manufacturing
- Shanghai Huali Microelectronics
- Shenyang Piotech
- Spreadtrum Communications
- TEL
- TSMC
- Teradyne
- Tianshui Huatian
- UniCompound
- VIS
- VeriSilicon
- Yangjie Electronics
- Yangtze Memory
- ZTE
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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