In 2022, the investment in China‘s semiconductor industry reached 1.5 trillion yuan
Time:2023-04-06
Views:1003
Source: CINNO Research Author: Zhou Hua
In recent years, due to the intensified sanctions imposed by the United States on Chinese semiconductors, China has faced a more severe situation in the semiconductor industry. In response to this situation, China has implemented multiple supportive policies in the semiconductor industry, such as fiscal subsidies, tax incentives, and technological innovation support, to promote the development of the semiconductor industry. The most important aspect is to increase investment in the semiconductor industry and improve the level of semiconductor autonomy and controllability.
According to CINNO Research statistics, the investment amount in semiconductor projects in China (including Taiwan) reached as high as 1.5 trillion yuan in 2022, and the semiconductor industry continued its high investment trend. With strong support and investment in the semiconductor industry, as well as the rapid development of semiconductor enterprises, it provides strong support for China‘s independent and controllable ability in the semiconductor field.
From the perspective of internal fund segmentation and flow in the semiconductor industry:
In 2022, investment funds in the semiconductor industry in China (including Taiwan) mainly flowed towards chip design, with a total amount exceeding 560 billion yuan, accounting for approximately 37.3%; The investment amount in wafer manufacturing exceeds 380 billion RMB, accounting for approximately 25.3%; The investment amount in materials exceeds 300 billion RMB, accounting for approximately 20.1%; The investment amount in packaging testing exceeds 130 billion RMB, accounting for approximately 8.9%; The equipment investment amount is about 36 billion RMB, accounting for approximately 2.4%.
The investment projects in semiconductor materials mainly focus on silicon wafers, SiC/GaN, IC carriers, electronic chemicals, and electronic gas projects, accounting for approximately 71.3% of the total project scale.
From the perspective of geographical distribution of semiconductor industry investment, a total of 28 provinces and cities (including municipalities directly under the central government) are involved, among which Taiwan, Jiangsu, and Guangdong account for more than 10% of investment funds; The top five regions in terms of investment funds account for approximately 65.8% of the total; From the distribution of domestic and foreign capital, the proportion of domestic capital is 75.8%, Taiwan capital is 23.8%, and Japan and South Korea capital is 0.38%.
Subdivided into the semiconductor industry materials field, according to CINNO Research statistics, in 2022, China (including Taiwan) semiconductor industry investment funds accounted for the highest proportion of silicon wafer investment by project category, accounting for about 34.7%, with an investment amount of over 100 billion RMB; The projects with an investment of over 20 billion RMB are SiC/GaN, IC carrier board, electronic chemicals, and electronic special gas projects.
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