A semiconductor is a material whose conductivity can be controlled and ranges from an insulator to a conductor. Whether from the perspective of technology or economic development, the importance of semiconductors is huge. The core units in most electronic products today are extremely closely related to semiconductors.

1. The global semiconductor materials market sales in 2019 reached US$52.12 billion

The SEMI report pointed out that the global semiconductor materials market sales in 2019 were US$52.12 billion, a slight decrease of -1.1% . In terms of regions, semiconductor sales in Taiwan, South Korea, China, Japan, North America, and Europe were US$11.34 billion, US$8.83 billion, US$8.69 billion, US$7.70 billion, US$5.62 billion, and US$3.89 billion respectively, accounting for 10% of the global total. Semiconductor materials market share is 22%, 17%, 17%, 15%, 11%, 17%. Mainland China was the only growing semiconductor materials market among all regions in 2019, ranking third in sales scale.

2. The sales growth of packaging materials in 2019 exceeded that of wafer manufacturing materials

In terms of products, global sales of wafer manufacturing materials in 2019 were US$32.8 billion, a slight decrease 0.4%; of which process chemicals, sputtering targets and CMP decreased by more than 2% year-on-year. In 2019, sales of packaging materials were US$19.2 billion, down 2.3% year-on-year.

3. The net profit of more than half of listed semiconductor companies increased in 2019

Among domestic listed companies, there are also many listed companies in the semiconductor industry, but they are relatively small in terms of scale, but in the new era The expansion period of production capacity will bring new development opportunities. As of January 21, 2020, 22 semiconductor companies *** have announced their 2019 performance forecasts, and 15 companies have seen growth in net profits, including Shanghai Xinyang, Wingtech Technology, Beijing Junzheng, Antai Technology, and Tianlong The net profits of six companies, Optoelectronics and Silicon Technology, increased by more than 100% year-on-year (the data comparison is until the bottom line, the same below), accounting for 27.27%; there were 7 companies whose net profits fell year-on-year, namely Qiangli New Materials, Hangjin Technology, Sanan Optoelectronics, Silan Microelectronics, Dinglong Co., Ltd., Taiji Co., Ltd., and Datang Telecom accounted for 31.82%.

4. Domestic independence of core chips is imminent

In the future, the development trends of China's semiconductors are mainly reflected in the following: First, policy guidance promotes integrated circuits to become a strategic industry. Second, emerging technologies will become the future core products of the integrated circuit industry. Third, core technology and human resources have become the sustainable development force of the integrated circuit industry. It is particularly important to note that China’s domestic semiconductor self-sufficiency rate is very low, especially core chips are extremely scarce, and the domestic share is almost zero. The autonomy of domestic products is urgent.

——The above data comes from the "Market Prospects Forecast and Investment Strategy Planning Analysis Report of the Semiconductor Silicon Wafer and Epitaxial Wafer Industry" by the Qianzhan Industry Research Institute