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Development of the IC Design Industry and Major Players in China

  • Report

  • 20 Pages
  • June 2023
  • Region: China
  • Market Intelligence & Consulting Institute (MIC)
  • ID: 5847327
In October 2022, the U.S. BIS (Bureau of Industry and Security) announced the most extensive export control measures to date. Companies that export chips to China using U.S. equipment or software are required to obtain a license, regardless of where the chips are manufactured. According to the data released by the business information query platform "Qichacha" in China, as many as 5,746 chip-related companies in China faced revocation or cancellation of company registrations in 2022 alone. This figure represents a significant increase of 68% compared to 3,420 companies in 2021. It is evident that the development of China’s semiconductor industry is facing tremendous pressure, affected not only by geopolitical factors but also by Covid-19. This report focuses on the development of the Chinese IC design industry and examines important issues and key players, including HiSilicon, Unisoc, GigaDevice, and Will Semiconductor.

Table of Contents

1.Overview of the IC Design Industry in China
1.1 Changes in the Market Size of the IC Design Industry
1.2 Distribution of IC Design Industry Players
1.2.1 Changes in the Number of IC Design Companies
1.2.2 Distribution of IC Design Industry Players by Scale
1.2.3 Distribution of IC Design Products by Category
2. Development of Major IC Design Companies in China
2.1 Huawei HiSilicon
2.2 Unisoc
2.3 GigaDevice
2.4 Will Semiconductor
3. Development of the IC Design Industry in China
3.1 Independent IC Supply Rate in China
3.2 The Subsequent Impact of the EDA Ban
4. Analyst PerspectiveAppendixList of Companies
List of Figures
Figure 1. Shipment Value of the Semiconductor Industry in China, 2017-2021
Figure 2. IC Design Market Size and Changes in China, 2017-2022
Figure 3. Changes in the number of IC Design Companies in China from 2016 to 2022
Figure 4. Scale Distribution of IC Design Industry in China in 2022
Figure 5. Distribution of IC Design Product Revenue and Number of IC Design Companies in China
Figure 6. GigaDevice’s Financial Report Performance from the First Quarter of 2021 to the Third Quarter of 2022
Figure 7. GigaDevice's Revenue Proportion of Each Product Line, 1H 2020-1H 2022
Figure 8. Will Semiconductor's Financial Report Performance, 1Q 2021-3Q2022
Figure 9. Revenue Proportion of Will Semiconductor’s Product Lines in 2019-2021
Figure 10. Changes in IC Self-Sufficiency Rate in China, 2010-2026

Companies Mentioned (Partial List)

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

  • Baidu
  • Biren
  • Bitmain
  • Cadence
  • Geely
  • GigaDevice
  • HiSilicon
  • Hongxin Semiconductor
  • HSMC
  • Huawei
  • Jinan Quanxin
  • Macronix
  • MediaTek
  • Micron
  • OmniVision
  • Qualcomm
  • RDA Microelectronics
  • Siemens
  • Silead
  • Spreadtrum
  • Synopsys
  • Tsinghua Unigroup
  • TSMC
  • Unisoc
  • Will Semiconductor
  • Windbond

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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