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American IC companies account for more than half of the Chinese market share
American IC companies account for more than half of the Chinese market share
Author：netwing Time：2023-05-10 Browse：
The Semiconductor Industry Association of America (SIA) released its 2023 overview of the US semiconductor industry. The 2023 SIA Factbook states that in 2022, semiconductor companies headquartered in the United States accounted for 48% of the global market's sales, reaching $275 billion. In 2022, global semiconductor sales reached $574 billion
The company headquartered in the United States also holds a leading position in the global semiconductor market, such as 53.4% share in the Chinese semiconductor market, 47.9% share in all other markets in the Asia Pacific region, 41.8% share in the US market, 50% share in the European market, and 42.8% share in the Japanese market.
In 2022, the export value of semiconductors from the United States was second only to finished oil, aircraft, crude oil, and natural gas in the US export ranking, ranking fifth in the US export ranking with a total amount of 61.1 billion US dollars. Semiconductors are also the product with the largest share in US electronic product exports.
US semiconductor capital expenditure of $50.7 billion, with average employee sales revenue exceeding $607000
To maintain industry competitiveness, the total R&D investment in the US semiconductor industry in 2022 was $58.8 billion, reaching a historic high.
From 2001 to 2022, research and development expenditures in the US semiconductor industry increased at a compound annual growth rate of approximately 7%. The average proportion of research and development expenditure in the US semiconductor industry over the past 20 years has exceeded 15% of total sales, which is unprecedented in the major manufacturing sectors of the US economy. Overall, regardless of the annual sales cycle, the research and development expenses of American semiconductor companies often remain high.
According to the 2022 EU Industrial R&D Investment Scoreboard, in terms of R&D expenditure as a percentage of sales, the R&D proportion of the US semiconductor industry reached 18.75%, second only to the 21.4% of the US pharmaceutical and biotechnology industries. Meanwhile, compared to the semiconductor industry in other countries, this proportion is nearly 2.5 times that of China's semiconductor industry's research and development expenditure (7.6%). R&D expenditure in Europe, ranked second, accounted for 15% of total sales, followed by Taiwan, China (11%), South Korea (9.1%), Japan (8.3%) and Chinese Mainland (7.6%).
The total capital expenditure of the US semiconductor industry in 2022 was $50.7 billion, exceeding $50 billion as chip manufacturers increased production capacity to meet the surge in semiconductor demand.
The productivity of American semiconductor companies drives the doubling of labor productivity growth, which is achieved by maintaining high levels of capital investment and R&D expenditure. The average sales revenue per employee in the US semiconductor industry in 2022 exceeded $607000.
The proposal of the Chip Act has also led many companies in the US semiconductor ecosystem to announce dozens of projects, creating 44000 new high-quality jobs for this semiconductor ecosystem. At the end of March this year, SIA launched a map of the semiconductor industry ecosystem in the United States, showcasing nearly 500 semiconductor strongholds across 42 states, consisting of semiconductor manufacturing, chip design, intellectual property and chip design software suppliers, semiconductor materials and manufacturing equipment, and research and development, including university research partners of Semiconductor Research Corporation (SRC) and National Nanotechnology Coordination Infrastructure (NNCI).
In 2022, the year-on-year growth rate of MCU was 28%, and the storage market declined by 16%
The forecast from World Semiconductor Trade Statistics (WSTS) for the autumn of 2022 indicates that global semiconductor market sales will decline to $556 billion in 2023, but will return to a historic high of $602 billion in 2024.
SIA states that the vast majority of semiconductor demand is driven by the products that consumers ultimately purchase, such as laptops or smartphones. Consumer demand is increasingly being driven by emerging markets such as Asia, Latin America, Eastern Europe, and Africa.
Since 2001, the semiconductor sales in the Asia Pacific market have surpassed all other regional markets, increasing from $39.8 billion to $330.94 billion in 2022. So far, China accounts for 55% of the semiconductor market in the Asia Pacific region and 31% of the global total market. China is also the largest market in the Asia Pacific region. Semiconductors are a key element of global economic growth, with global semiconductor sales increasing from $139 billion in 2001 to $574 billion in 2022, with a compound annual growth rate of 6.67%.
Semiconductor technology is rapidly developing and empowering various industries in the terminal industry. According to the SIA report, the largest segmented markets in the global semiconductor industry in recent years are logic, memory, analog, MPU, optoelectronic coupling components (Opto), discrete devices (Discrete), MCU, sensors, etc. However, in 2022, MCU had the highest year-on-year growth rate, reaching 28%, followed closely by analog chips (20%), logic chips (14%), sensors (14%), and discrete devices (12%). Among them, storage chips are the most severely declining market, with a year-on-year decline of 16% and MPUs falling 12%.
Although chip sales reached an all-time high in 2022, the slowdown in the second half of the year severely limited growth. According to SIA data, global semiconductor sales in Q1 2023 decreased by 21.3% year-on-year to $119.5 billion, a month on month decrease of 8.7%. However, compared to February, sales in March increased by 0.3%.
Global semiconductor revenue (blue) and year-on-year percentage change (red). Source: SIA/WSTS
SIA President and CEO John Neuffer stated that due to market cyclicality and macroeconomic headwinds, semiconductor sales continued to decline in the first quarter of 2023, but monthly sales in March showed growth for the first time in nearly a year, which also provided optimism for the upcoming rebound.
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