Development of the IC Design Industry and Major Players in China
In October 2022, the U.S. BIS (Bureau of Industry and Security) announced the most extensive export control measures to date. Companies that export chips to China using U.S. equipment or software are required to obtain a license, regardless of where the chips are manufactured. According to the data released by the business information query platform "Qichacha" in China, as many as 5,746 chip-related companies in China faced revocation or cancellation of company registrations in 2022 alone. This figure represents a significant increase of 68% compared to 3,420 companies in 2021. It is evident that the development of China’s semiconductor industry is facing tremendous pressure, affected not only by geopolitical factors but also by Covid-19. This report focuses on the development of the Chinese IC design industry and examines important issues and key players, including HiSilicon, Unisoc, GigaDevice, and Will Semiconductor.
1. OVERVIEW OF THE IC DESIGN INDUSTRY IN CHINA
1.1 Changes in the Market Size of the IC Design Industry
1.2 Distribution of IC Design Industry Players
1.2.1 Changes in the Number of IC Design Companies
1.2.2 Distribution of IC Design Industry Players by Scale
1.2.3 Distribution of IC Design Products by Category
2. DEVELOPMENT OF MAJOR IC DESIGN COMPANIES IN CHINA
2.1 Huawei HiSilicon
2.2 Unisoc
2.3 GigaDevice
2.4 Will Semiconductor
3. DEVELOPMENT OF THE IC DESIGN INDUSTRY IN CHINA
3.1 Independent IC Supply Rate in China
3.2 The Subsequent Impact of the EDA Ban
4. MIC PERSPECTIVE
APPENDIX
List of Companies
1.1 Changes in the Market Size of the IC Design Industry
1.2 Distribution of IC Design Industry Players
1.2.1 Changes in the Number of IC Design Companies
1.2.2 Distribution of IC Design Industry Players by Scale
1.2.3 Distribution of IC Design Products by Category
2. DEVELOPMENT OF MAJOR IC DESIGN COMPANIES IN CHINA
2.1 Huawei HiSilicon
2.2 Unisoc
2.3 GigaDevice
2.4 Will Semiconductor
3. DEVELOPMENT OF THE IC DESIGN INDUSTRY IN CHINA
3.1 Independent IC Supply Rate in China
3.2 The Subsequent Impact of the EDA Ban
4. MIC PERSPECTIVE
APPENDIX
List of Companies
LIST OF FIGURES
Figure 1. Shipment Value of the Semiconductor Industry in China, 2017-2021
Figure 2. IC Design Market Size and Changes in China, 2017-2022
Figure 3. Changes in the number of IC Design Companies in China from 2016 to 2022
Figure 4. Scale Distribution of IC Design Industry in China in 2022
Figure 5. Distribution of IC Design Product Revenue and Number of IC Design Companies in China
Figure 6. GigaDevice's Financial Report Performance from the First Quarter of 2021 to the Third Quarter of 2022
Figure 7. GigaDevice's Revenue Proportion of Each Product Line, 1H 2020 - 1H 2022
Figure 8. Will Semiconductor's Financial Report Performance, 1Q 2021 - 3Q2022
Figure 9. Revenue Proportion of Will Semiconductor's Product Lines in 2019-2021
Figure 10. Changes in IC Self-Sufficiency Rate in China, 2010-2026
Figure 1. Shipment Value of the Semiconductor Industry in China, 2017-2021
Figure 2. IC Design Market Size and Changes in China, 2017-2022
Figure 3. Changes in the number of IC Design Companies in China from 2016 to 2022
Figure 4. Scale Distribution of IC Design Industry in China in 2022
Figure 5. Distribution of IC Design Product Revenue and Number of IC Design Companies in China
Figure 6. GigaDevice's Financial Report Performance from the First Quarter of 2021 to the Third Quarter of 2022
Figure 7. GigaDevice's Revenue Proportion of Each Product Line, 1H 2020 - 1H 2022
Figure 8. Will Semiconductor's Financial Report Performance, 1Q 2021 - 3Q2022
Figure 9. Revenue Proportion of Will Semiconductor's Product Lines in 2019-2021
Figure 10. Changes in IC Self-Sufficiency Rate in China, 2010-2026
