Development of the Global Semiconductor Supply Chain Amid the U.S.-China Tech War (pre-order)
After the onset of the U.S.-China trade war, the United States, aiming to enhance its influence in the technology sector, began implementing a series of suppression strategies, attempting to delay the development of China's semiconductor technology through regulations. International semiconductor-related restrictions have indeed had a certain impact on the global semiconductor industry and its stakeholders. However, they have not yet resulted in decisive outcomes for the competition between the U.S. and Chinese semiconductor industries or the operation of the global semiconductor supply chain. As the U.S.-China rivalry persists, the development of the semiconductor industry remains uncertain, continuing to influence the landscape of the global semiconductor supply chain. This report provides an overview of the development of the global semiconductor industry and its product classification, examines country rankings based on semiconductor product categories and the semiconductor industry chain, and explores the impact of the U.S.-China rivalry on the global semiconductor industry chain.
Table of Contents
1.GLOBAL SEMICONDUCTOR PRODUCT CLASSIFICATION
1.1 Integrated Circuits as the Major Segment
1.2 Major Software and Hardware System Developers Creating Proprietary Chips
2. DEVELOPMENT OF THE GLOBAL SEMICONDUCTOR INDUSTRY CHAIN
2.1 The Semiconductor Industry Chain Includes Eight Sub-industries
2.2 Semiconductor Industry Chain with IDM as the Largest Segment
3. COUNTRY RANKINGS BASED ON SEMICONDUCTOR PRODUCT CATEGORIES
3.1 South Korea Chipmakers Dominates Memory Products
3.2 Microcomponent Products Mainly Microprocessors
3.3 O-S-D Products
3.4 Analog IC and Power Management I
3.5 GPU and FPGA/PLD Products
3.6 Communication ICs Divided into Wired and Wireless Networking ICs
3.7 Display Driver IC (DDI) and Touch and Display Driver Integration IC (TDDI)
3.8 IC Application Processors, Baseband ICs, and RF ICs
4. COUNTRY RANKINGS BASED ON THE SEMICONDUCTOR INDUSTRY CHAIN
4.1 United States Ranked First in Semiconductor Industry Chain Value in 2023
4.2 Value of the U.S. IC Design Industry Surpassed IDM in 2023
4.3 U.S. Dominates Several Semiconductor Sub-industries Globally in 2023
5. THE U.S. CONTINUES TO STRENGTHEN SEMICONDUCTOR RESTRICTIONS ON CHINA
5.1 The U.S.-China Competition Shifts from Trade War to Tech War
5.2 Under U.S.-China Confrontation, China's Semiconductor Market Share Declines
5.3 China Focuses on Developing Mature Processes
6.MIC PERSPECTIVE
Appendix
LIST OF COMPANIES
1.GLOBAL SEMICONDUCTOR PRODUCT CLASSIFICATION
1.1 Integrated Circuits as the Major Segment
1.2 Major Software and Hardware System Developers Creating Proprietary Chips
2. DEVELOPMENT OF THE GLOBAL SEMICONDUCTOR INDUSTRY CHAIN
2.1 The Semiconductor Industry Chain Includes Eight Sub-industries
2.2 Semiconductor Industry Chain with IDM as the Largest Segment
3. COUNTRY RANKINGS BASED ON SEMICONDUCTOR PRODUCT CATEGORIES
3.1 South Korea Chipmakers Dominates Memory Products
3.2 Microcomponent Products Mainly Microprocessors
3.3 O-S-D Products
3.4 Analog IC and Power Management I
3.5 GPU and FPGA/PLD Products
3.6 Communication ICs Divided into Wired and Wireless Networking ICs
3.7 Display Driver IC (DDI) and Touch and Display Driver Integration IC (TDDI)
3.8 IC Application Processors, Baseband ICs, and RF ICs
4. COUNTRY RANKINGS BASED ON THE SEMICONDUCTOR INDUSTRY CHAIN
4.1 United States Ranked First in Semiconductor Industry Chain Value in 2023
4.2 Value of the U.S. IC Design Industry Surpassed IDM in 2023
4.3 U.S. Dominates Several Semiconductor Sub-industries Globally in 2023
5. THE U.S. CONTINUES TO STRENGTHEN SEMICONDUCTOR RESTRICTIONS ON CHINA
5.1 The U.S.-China Competition Shifts from Trade War to Tech War
5.2 Under U.S.-China Confrontation, China's Semiconductor Market Share Declines
5.3 China Focuses on Developing Mature Processes
6.MIC PERSPECTIVE
Appendix
LIST OF COMPANIES
LIST OF FIGURES
Figure 1 Semiconductor Product Classification Diagram
Figure 2: Global Semiconductor Product Proportion
Figure 3: Semiconductor Industry Chain Diagram
Figure 4: Global Semiconductor Industry Shipment Value Distribution
Figure 5: Major Manufacturers of 21 Global Semiconductor Products
Figure 6: Major Countries for 21 Global Semiconductor Products
Figure 7: Country Rankings of Semiconductor Industry Chain Value
Figure 8: Country Distribution of Semiconductor Industry Chain Value
Figure 9: Country Rankings in the Semiconductor Industry Chain
Figure 10: Diagram of U.S. Semiconductor Restrictions on China
Figure 11: Global Market Share of China and U.S. Semiconductor Markets
Figure 1 Semiconductor Product Classification Diagram
Figure 2: Global Semiconductor Product Proportion
Figure 3: Semiconductor Industry Chain Diagram
Figure 4: Global Semiconductor Industry Shipment Value Distribution
Figure 5: Major Manufacturers of 21 Global Semiconductor Products
Figure 6: Major Countries for 21 Global Semiconductor Products
Figure 7: Country Rankings of Semiconductor Industry Chain Value
Figure 8: Country Distribution of Semiconductor Industry Chain Value
Figure 9: Country Rankings in the Semiconductor Industry Chain
Figure 10: Diagram of U.S. Semiconductor Restrictions on China
Figure 11: Global Market Share of China and U.S. Semiconductor Markets
