Global semiconductor chip market in detail, big dominators and markets

semiconductor

Mastering the flow of products and market conditions is the fastest way to understand the industry. The semiconductor wafer industry is no different. Regarding the semiconductor chip industry, I suggest you to refer to the description of my following blog articles:

How big is the market

According to IDC’s 2020 statistics, the global semiconductor market size is US$442 billion, with an annual growth rate of 5.4%.

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Credit: axonite

Which countries consume the most chips

In 2020, China imports about three-quarters of the world’s chips, exceeding US$300 billion, and its self-sufficiency rate is about 15.9% (IC Insight data). According to the China Semiconductor Association, in 2019, the size of the semiconductor market in major countries and regions in the world is as follows:

GeoMarket size (US$ billion)
China144.6
Europe113.4
U.S.78.5
Japan39.8
Rest of Asia Pacific36

Qualcomm has publicly stated that more than 70% of the company’s revenue comes from mainland China. Both Intel and nVidia have announced that both are more than 30%, Texas Instruments (ticker: TXN) is more than 55%, and laser developer IPG Photonics (ticker: IPGP) is 42%. China accounts for at least 30% of the revenue of other important semiconductor companies.

Top ten chip buyers

According to Gartner’s statistics for 2020:

OEM vendorPurchase in US$ millionPercentageAnnual growth rate
Apple53,61611.9%+24%
Samsung Electronics36,4168.1%+20.4%
Hua Wei19.0864.2%-23.5%
Lenovo18,5554.1%+10.6%
Dell16,5813.7%+6.4%
BBK13,3933%+14.9%
HPQ10,9922.4%+2.4%
Xiaomi8,7902%+26%
Foxconn5,7301.3%-1.5%
HPE5,5701.2%+0.2%
Non top 10 OEM261,10958%+5.4%
All OEM vendors449,839100%+7.3%

Major global chip supplier

According to ICinsights’s year 2020 statistics, the market share of fabless IC design companies is 55% for American companies and 21% for the Korean companies. Taiwan accounts for 7% of total IC sales by virtue of its advantages in IC sales of fabless companies. Both European and Japanese companies are 6%. Companies in mainland China account for only 5% of the global IC market. Specific to the field of CPU, the gap is even more obvious.

However, the latest statistics are the latest report released by the Semiconductor Industry Association (SIA) in January 2022, showing that China’s sales share in the global chip market has surpassed Taiwan for two consecutive years, closely following Europe. and Japan. It is estimated that by 2024, China’s sales share in the global chip market will reach 17.4%, far ahead of Europe, Japan and Taiwan, and basically catching up with South Korea, which is ranked second in the world. 40% of the United States is still some way off.

According to TrendForce, the world’s top ten fabless IC design companies in 2020:

Company2020 revenue in US$ millionAnnual growth rate
Qualcomm19.407+33.7%
Braodcom17,246+2.9%
nVidia15,412+52.2%
MTK10,929+37.3%
AMD9,763%+45%
Xilinx3,053-5.6%
Marvell 2,942+8.7%
Novatek2,712+30.1%
Realtek2,635+34.1%
Dialog1,376%-3.2%
Sum85,974+26.4%

Major chip manufacturers in the world

According to TrendForce’s data, Taiwan accounted for 64% of the nearly US$90 billion in wafer foundry revenue worldwide, South Korea accounted for 18%, and Mainland China accounted for 6%. But 20 years ago, the United States manufactured 40% of the world’s semiconductor wafers. Today, the US manufactures only 12%. The top ten global foundries in the first quarter of 2021,

CompanyRevenue in US$ millionAnnual growth rate
TSMC12,910+25%
Samsung Electronics4,052+11%
UMC1,603+14%
GlobalFountries1,469+8%
SMIC1,059+17%
TowerJazz345+15%
PSMC340+20%
VIS327+26%
Hua Hong288+42%
DB HiTek197+4%
Combined22,590+20%

Where are the chips used?

According to IDC’s 2020 statistics, the uses of chips produced worldwide are as follows:

Applied areasPercentage
Computers39.7%
Communication and phone35%
Consumer electronics10.1%
Auto7.5%
Industrial and other7.5%

Chip categories

According to IDC’s 2020 statistics, the main types of chips produced globally are as follows:

Chip categoryMarket size in US$ billion Annual growth rate
DRAM ( data by SIA) 117.3 +4%
Storage, NAND (data by SIA) 49.5   +23.1%
Computer 152+10.9%
Mobile phone 114.9 +3%
Auto 37 -8.4%

Detailed chip categories and growth rate

According to the 33 IC product categories defined by the World Semiconductor Trade Statistics (WSTS) organization, the IC Insights report points out that the output of major chip types produced worldwide in 2020 and the growth rate in 2021 are as follows:

Product category2020 growth rate2021 growth rate
Industrial/other/spcl purpose logic+12%+47%
DRAM+8%+41%
Auto-spcl purpose logic+10%+39%
Consumer-special purpose logic+8%+38%
Mobile phone AP+24%+34%
Auto-App-specific analog-7%+31%
Display drivers+13%+31%
Wireless comm-App-specific analog+8%+28%
Wireless comm-Spcl purpose logic+24%+26%
Consumer-App specific analog +8%+25%
32-bit MCU +3%+24%
Power management analog+4%+24%
Total IC market+13%+24%
Amplifiers/comparators+1%+22%
DSP-10%+22%
Industrial/other-App specific analog +2%+22%
NAND flash+25%+22%
Computer peripherals-spcl purpose logic+31%+21%
General purpose logic+3%+21%
Interface+10%+21%
NOR flash+0%+21%
Computer-App specific analog+6%+18%
Wired Comm-App-specific analog+17%+18%
Wired Comm-Spcl-purpose logic+12%+15%
16 bits MCU -8%+13%
EEPROM-2%+13%
Signal conversion-2%+13%
Embedded MPUs+11%+11%
PLDs-5%+10%
Standard cell-4%+10%
SRAM+5%+8%
Computer CPU+14%+4%
4/8 bits MCU-10%+3%
Gate array+28%-33%

How many chips shipped?

According to IC Insights statistics, the application categories of global semiconductor shipments in 2020:

Total chips shipped worldwide1.0363 trillion
Discrete chip41%
Opticol chip25%
Analog17%
Standard logic6%
Memory5%
MCU3%
Sensor3%

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