21【特集：競合か協調か：トランプ習時代の米中経済関係を占う】【特集論文】

Semiconductor Industry in China:
China and United State RelationshipTony CHAU and Fumitake MIENO【Keywords】semiconductor industry, semiconductor companies, China and U.S. relationship,neuron, global eco-system【JEL Classification Code】L63, F51

Abstract

Microsoft, Semiconductor manufacturing;Intel, Equipment; AMAT, and Fabless design

To investigate the China semiconductor

house; Qualcomm. Bottom hierarchy segments

industry affection on the worldwide economy

are shifting to China from Taiwan, Korea,

and also the infrastructures (social/industrial/

and Japan. For coming super Si cycle, SEMI

defense), it is important to consider the China

is expecting China is the largest market ofand U.S. relationship. China consumes tons

semiconductor equipment/materials. Also,of products made by Trump's base. It is thein China, fabless design house become very

second-largest market for U.S. cotton (14% in

active, such as HiSilicon, Spreadtrum, and2016), auto (17% in 2016), and semiconductors

Datang under the China government strong(15% in 2016). [1] SEMI (U.S. organization,

support to make domestic virtual IDM, such as

Semiconductor Equipment and Materials

Huawei (End products) + Hisilicon (Chip Design)

International) has been acting as global eco-

+ SMIC (LSI Manufacturing) + JSET (Assembly,

system build up moderator for China. SEMI

Testing). In addition, Huawei, China's leading

China was started from 1985 and alreadysmartphone maker surpassed Apple's global

32 years to support China government andsmartphone sales for the first time in June andpartner companies in China. Semiconductor

July 2017, according to analysis by consulting

is highly integrated with the global eco-firm Counterpoint Research. [2]system of architecture, software, IP core

However, China semiconductor industry isvendor, fabless design houses, foundries, IDM,

growing rapidly and widely, the rest of the

Packaging & Assembly, testing, equipment

countries, such as U.S., Korea, Taiwan, andand materials. These companies are widely

Japan are afraid of head on competition with

distributed in the world. This global eco-

China within the same industry, likes what

system is centralized by United States thatwas happened in Solar cells and flat panels

is already established using SEMI. The top

display.

leading companies are all United States, suchas, Software/architecture; Apple, Google,

Therefore,

the

U.S.

has

initiatedaninvestigation into China's theft of U.S.

22

中国経済経営研究

第 2 巻第 1 号

SocialInfrastructure

Applications

Industrial
Infrastructure

DefenseInfrastructure

Social Infrastructure
Industrial Infrastructure
Defense Infrastructure

Fully depends on
Semiconductor Industry
Cloud and Edge computing,AI, Big data, IoT, FinTech, CPS,
Robotics, Drones, ADT, VR, AR,
E-commerce, Share economy,
Cashless Society,,,,,

Z law
Copy from GRAINnS

Fig. 1

Why Semiconductor Industry is Important so far?

intellectual property (IP) using Section 301 ofvisible phenomenon is Moore’s law.1 Currently,

the Trade Act of 1974. Also, U.S. blocked theelectric

proposed deal between Lattice and Chinese-

widely, and smartly obtaining benefit frombacked Canyon Bridge Partners. Trump’s

semiconductor industry that is governed

decision to block the acquisition of the makerby Moor’s law. Transistor price as well asof custom communications chips known as

performance is exponentially cheaper andfield programmable gate arrays, or FPGAs,

higher. Another experience rule is Z law 2.
───────────will certainly have broad effects in the chipindustry. [3]Here, we investigate current Chinese
semiconductor industries, such as, devices
manufacturing, fabless, and equipment/materials and U.S. companies in China. And,showing tight relationship of U.S. and China
semiconductor companies, as eco-system that
also SEMI’s objective.

1. Importance of the industry
Why semiconductor industry is important?
Technology progress as time being, one

1products

are

grown

rapidly,

Moore’s law; Semiconductor’s density, cost,and performance are exponential progress.
Represent as equation p=2n/1.5.。
2 Z law; An Economic unit of semiconductor
work from A as start point and finally reachto Z as end point. Start moment is very slow
to reduce transistor price because of lower
technology readiness until first inflection point.
After beyond the inflection point, it can keep
Moore’s law as exponential curve, then, beyond
second inflection point, pace down and die. This
two inflection points curve is just like stretching
Z character. Then, another economic unit
appears to follow Moore’s law. And, continuously
follow Moore’s law to reduce transistor priceand to enhance transistor performance.

Semiconductor Industry in China:
China and United State Relationship

23

Figure 1 shows an apple tree model ofin fig.2. Another factor of electron devices

electric products. Horizontal axis is time andprogress is User Interface (UI). Currently

vertical axis of lower quadrant is transistor

Graphical User Interface (GUI) becomes

price or cost/transistor performance, vertical

majority from keyboard and mouse, as smart

axis of upper quadrant is applications/electricphone becomes majority than PC. And, UI willproducts. As time being, applications swallow

be shifted to Neural User Interface (NUI) in

social infrastructure, industrial infrastructure,near future, such as Brain Computer Interface

and also defense infrastructure, such as(BCI/BMI). In the era of NUI, semiconductors

cloud/edge computing, AI, big data, IoT, CPS,

are increasing importance exponentially

Robotics, Drones, ADT, VR, AR, MR, fintech,as neurons. And also it reforms the social

e-commerce, share economy, cashless society,structures.

etc. These infrastructures are fully depends
on semiconductor industry.

Semiconductor=Neuron

Future prospects in the industry

Semiconductors are tools that extend human

Near future of electron devices is shown

SocialInfrastruc
ture
Industrial
Infrastructure
DefenseInfrastructurecapabilities exponentially and have the power

Electronic devices, semiconductors
Exponentially,
increasing importance,
Reforming the social structure

Semiconductor=Neuron
NUI；
Neural User Interface
Direct Neural Interfaces
BMI/BCI

Z law
Copy from GRAINnS

Fig. 2Future Prospects in the industry

24

中国経済経営研究to transform human society/culture.

第 2 巻第 1 号

domestic supply is still there. China relies
heavily in imported semiconductors from US

Roles of the two nations in semiconductor

and the rest of the world players. Therefore,

industry

investment activity of China government is

China is the larger consumer on electron
devices and is also biggest market worldwide.
In figure 3, simply express the role of thetwo nations in semiconductor/electron device
industry. China is assembly/testing majority.

focus on semiconductor eco-system to close
the gap.

2. Current semiconductor industry in China
Table 1 shows the 2016 revenue ranking of

manufacturing,semiconductor manufacturers that exclude

design, equipment, and materials are stillfoundry. [4] There are no Mainland China

dominated by United State.

companies in the list, U.S. 5, Korea 2, Europe 1,

However,

semiconductors

China semiconductor industry is still relying

Taiwan 1, and Japan 1. China Semiconductor

on United State semiconductor industry.

Industry is still in a catching up mode

The gap for semiconductor demand andcompareSocialInfrastru
cture
Industrial
Infrastructure
DefenseInfrastru
cture

to

othersworldwide

Applications ; US> China
Software ; US> China
Hardware ; China> US
Architectures ; US> China
Ex.
AI RD budget/Paper
No.1 US, No.2 China
Semiconductor ; US>China
Design ; US>China
Manufacturing ; US>China
Assembly/Testing ; China>USZ law
5/8/2018

Copy from GRAINnS

Fig. 3

players,

Roles of the Two Nations

Semiconductor Industry in China:
China and United State Relationshipespecially the United State.

25

as 8th position. China has made tremendous

Table 2 shows the top 10 pure-play foundry

efforts in semiconductor manufacturing tocompanies. [5] SMIC of mainland China isclose the gap among other players in the pastranked as 4th position and Hua Hong Semi is

30 years but is still lacking behind.

Table 1. The 2016 revenue ranking of semiconductor manufacturers that exclude foundry. There is no
Mainland China company in the list. US 5, Korea 2, Europe 1, Taiwan 1, and Japan 1. (Gartner, 2017.1.) [4]Table 2In the top 10 pure-play foundry companies. SMIC of mainland China is ranked as 4th position

and Hua Hong Semi is as 8th position. [5]26

中国経済経営研究

Fig. ４

Fig. 5

Leading imports to China. [6]Integrated

Circuits,

Semiconductor

第 2 巻第 1 号

Worldwide semiconductor consumption
Market by region. [6]isranked number one imported item inis still lack behind. Even making huge efforts

China surpassing crude oil and is the top

to catch up for the past 30 years, the gaps forsemiconductor consumption market by region

semiconductor demand and domestic supply(Fig.4, 5).[6] This is the one of the motivation

keep growing. China still relies heavily into make semiconductor all eco-system inside

imported semiconductors from U.S. and theof mainland. In fig.5, Japan is bottom fromrest of the world (Fig.6). [7]2008. United States is 3rd position. China is

Price increase will continue due to supply

the most important semiconductor market inshortages in DRAM and NAND flash. IHS

the world but it’s own semiconductor industry

Market predicted that the memory market

Fig. 6Comparison of China’s integrated circuit consumption and production, 1999-2018. [7]Semiconductor Industry in China:
China and United State Relationship27

would surpass $ 100 billion for the first timestorage systems are predicted as high growth

this year, 30% growth YOY. Worldwide

segments of electron devices. To prepare forsemiconductor revenue is forecast to total

these demands, China as world manufacturing$411.1 billion in 2017 new demand for

hub and as for domestic demands, plans

information technology (IT) such as artificial

aggressively for front end Fab projects.

intelligence (AI), big data, and machineWith 20 or possibly more new Fab projects

learning. Memory products demand expectedunderway or announced in China since 2016,

to go up by 10X (Fig.7). [8] Semiconductor

spending on fab equipment will surge above

super cycle begins again in 10 years. This

$10B annually. (Table 4) China is projected to

may be the point of inflection for China

be the top spending region for fab equipment

Semiconductor Industry. China is determinedin 2019 and 2020. Figure 8 shows China Fabto invest heavily into Semiconductor supplierinvestment by parties that showing foreign

chains to close the gap.

companies investment become smaller than

Table 3 shows the areas of high growth

domestic companies from 2017. [10] U.S.

in 2020 to 2025. [9] In 2020 to 2025, big

and Japan equipment makers shall enjoy

data infrastructure, 5G infrastructure, 5G

the most form this round of Chinese Fabs

client devices, image processing, IoT, ADAS

spending. Again, China still relies on U.S.

(advanced driver assistance system), andfor fab equipment. Table 5 shows top 10

Fig. 7

Semiconductor Super Cycle Begins Again in 10 Years [8]28

中国経済経営研究

第 2 巻第 1 号

Table 3

Areas of high growth in 2020 to 2025. [9]Table 4

New 12inch Fab projects in China. [10]Semiconductor Industry in China:
China and United State RelationshipFig. 8

Table 529

China Fab investment by parties [10]Top 10 Semiconductor Equipment Supplier Ranking for 2016 according to VLSIresearch [11]30

中国経済経営研究semiconductor equipment supplier rankingof 2016. [11] U.S. companies are located as
number 1, 3, 5, and 9. ASM pacific technology
is Hong Kong based assembly equipment

第 2 巻第 1 号

3. China domestic semiconductor
companies
Semiconductor manufacturing
SMIC: Semiconductor Manufacturing Inter-company as number 10.
In fabless, two Chinese companies are innational Corporation ("SMIC"; NYSE: SMI;

top 10, number 6 HiSilicon and 10 Spreadtrum

SEHK: 981) founded by American-Chinese

shown in table 6. [12] In 2009, top 50 fablessDr. Richard Chang who’s worked in TI (USA),IC suppliers was only HiSilicon, and after 5

WSMC (Taiwan) is the largest and mostyears, 9 companies are in the rank. [13] China’s

advanced foundry in mainland China. SMIC

Fabless Semiconductor Companies start toprovides integrated circuit (IC) foundry andemerge to the top 10 list. There is going to betechnology services on process nodes from

more Chinese companies to get into the list

0.35 micron to 28nm. SMIC is headquarteredwith huge domestic market in China.

in Shanghai, China. In October 2007, theUnited States Government enrolled SMIC in

In following sections, leading domestic andits Validated End User (VEU) program as a

U.S. companies in China are shown to howtrusted customer of regulated U.S. technology,

deeply U.S. companies are involved in China

thereby reducing many of the export control

semiconductor eco-system.

barriers for SMIC. [14] [15]Table 6

Top 10 Fabless semiconductor sales leaders [12]Semiconductor Industry in China:
China and United State Relationship

Hua Hong Semiconductor Limited (HHGrace,

Backend31

packaging/Testing:

Backend

HLMC): Shanghai Huahong Grace Semiconduc-packaging is already matured. China packaging

tor Manufacturing Corporation (“HHGrace”), a

companies have emerged as key providers

wholly owned subsidiary of Hua Hong Semi-of flip chip based technologies, with bumping

conductor Limited (stock code: 1347) incorpo-

used for various applications including wafer-

rated through the consolidation between

level packaging (WLP) and CMOS Image

Shanghai

Hua

Company,

Limited

and

Grace

Corporation

Hong

NEC

(“Hua

Semiconductor(“Grace”).

Electronics

Hong

Sensor Through Silicon Via (CIS-TSV). BothNEC”)

domestic and overseas companies have

Manufacturing

bumping facilities located throughout China.

HHGraceprovidesTable 7 shows China backend companies. [19]professional andhighly value-added foundry
servicescovering
to90nm

process

solutions

Semiconductor equipment/materials

nodes,

Top 10 electronics (including semiconductor)

focusing on advanced and differentiatedproduction equipment companies are shown in

from

1.0μm

technology

technologies including eNVM (embedded

Table 8. [20] The top domestic semiconductor

Non-Volatile Memory), power management

equipment company market share is smallerIC, power discrete, RF (Radio Frequency),

compare to U.S. AMAT at $10B.

as well as standard logic and mixedsignal. HHGrace is also in the process of

AMEC: AMEC was established in 2004 at

developing MEMS solutions as one of its

Shanghai. Founder is Dr. Gerald Z. Yin who

up-and-coming technologies. [16] Shanghai

he is returnees from U.S.. Main products are

Huali Microelectronics (HLMC), the foundry

advanced etcher and MOCVD. Customers

company majority-owned by Shanghai’s local

includegovernment. Huali secured $5.9 billion to build

Management team is globalized. Dr. Gerald

a 40,000 wafer/month Fab2 in Shanghai which

Z. Yin, Chairman of the Board and CEO hasschedules to start operation in mid 2018,served as AMEC's chairman and CEO since

to build 28 - 14nm chips. In the Fab 2 plan,

the company was founded in 2004. Prior to

Huali included FD-SOI as one of the process

AMEC, Dr. Yin spent 13 years at Applied

technologies the company is planning to offer.

Materials (U.S.). While there, he held a variety[17]of executive positions, including corporate

TSMC,

Samsung,

SMIC,

etc.

vice president and general manager of the
YMTC: Yangtze Memory Technologies Co.,

Etch product business group, vice president

Ltd. (YMTC) is the main entity to implementof Asia sourcing and procurement, and chief

China national memory base project with total

technology officer of Applied Materials

share capital 38.6 billion. The construction of

Asia. Dr. Yin joined Intel central technology

the Memory IC Base has started. This project’development when he first arrived ins investment reaches 24 billion U.S. dollars

Silicon Valley in 1984. In 1986, he moved towith a core plant area of approximately 1.1

Lam Research(U.S.), where he led the Etch

km² and aims to reach a monthly capacity oftechnology development and introduction

300 thousand wafers after completion. [18]initiatives for several key products. Dr. Yin
received his Bachelor of Science in chemical

32

中国経済経営研究

Table 7

第 2 巻第 1 号

China backend companies. [19]physics from the University of Science andChina. It was formed through a strategic

Technology, China. He pursued his graduate

restructuring

studies at Beijing University, Department ofElectronics Co., Ltd. (Hereinafter referred to

Chemistry. He received his Ph.D. in physicalas Sevenstar Electronics) and Beijing Northchemistry from the University of California,

Microelectronics Co., Ltd. (Hereinafter referred

Los Angeles. Prior to his U.S. experience, heto as NMC). At present, NAURA owns fourserved the Chinese Academy of Sciences as amajor industrial manufacturing bases, andresearch group leader where he received two

its marketing service system covers major

national science team awards. He holds 74 U.S.

countries and regions in Europe, America andpatents, with more pending. [21]Asia. Management team is pure mainlanders.

betweenBeijing

Sevenstar

Key product segments are Semiconductors,
NAURA: NAURA Technology Group Co.,

Vacuum Technologies, New Energies, andLtd. (Hereinafter referred to as NAURA),

Precision Components. [22]is a leading enterprise of integrated circuit
high-end

technologicalequipmentin

ANJI Micro: Anji Microelectronics Co., Ltd.

Semiconductor Industry in China:
China and United State Relationship

RevenueNo.

Jiangsu Sujing Group
Co., Ltd.

1Electronics
production equipment,
tooling（10K RMB）

（10K RMB）

Company name

33

Proﬁt
（10K RMB）

2017
1-3Q

YonY%

2017
1-3Q

YonY%

2017
1-3Q

YonY%

224045.7

5.2

183978.6

7.815069.3

2.3

2

CETC Electronics
Equipment Group
Co.,Ltd.

521288.2-37100698.7-26.3

21050.1

14.2

3

NAURA

154968.7

49.299563.2

4914239.4

22.3

4

Zhejiang Jingsheng
Mechanical &Electrical Co.,Ltd12574787.3

113730

115.1

26863

91.9

5

S.C New Energy
Technology
Corporation

89023

82.8

86849

102.1

17530.9

359.1

6

Yinghe Technology

44948.6

84.944948.6

84.9

3098

-9.8

7

Haoneng
Technology
Co.,Ltd.

44075.1

27.644075.1

27.6

5454.4259.7

TDG machinery
technology Co.,Ltd.

8

43376

-18.3

41000

-14.8

5801

-23.2

9

The northwest machine
Co.,Ltd.

185828

22.8

29525

68.1

1130

-92

10

Shanghai Micro
Electronics Equipment(Group) Co., Ltd.

26169.4

156.5

22178

144.5

3841.7-530.5

Total

1459469.7-4.8766546.2

27114077.8

53.1

Table 8Top 10 electronics (including semiconductor) production equipment companies in China. [20]was founded in 2004 with core competency

worldwide. HiSilicon has already developed

engineering, and extensive experience inmore than 200 types of chips successfully withsemiconductor

liquid-substrateinterfaceowned by Huawei with over 7,000 employeesscience,inthisproprietary IPR and filed over 5,000 patents.

materials

With process technologies covering 16nm,

development, contract R&D, qualification,

10nm and 7nm nodes. Key focus products areandcompany

materials

focus

on

manufacturing.

processing,advanced

semiconductor

Video & Audio, Connectivity, Semiconductor,

materials, ANJI ranked top supplier for CMP

In

and Software. Huawei’s Kirin 970 SoC, theslurry and chemicals in China. One of theindustry’s first smartphone SoC to support

founders is returnees from U.S. who he was

Category 18(1.2Gbps) and build in AI for theMicron technology (U.S.) and a guru in CMP

newly launch Mate 10 out beating Apple

technology. [23]i-phone 8. [24]Fabless
HiSilicon: HiSilicon is founded in 2004 andSpreadtrum Communications, Inc.: Spreadt-

is the leading Chinese fabless semiconductor

rum Communications, Inc. is a Chinese fablessdesign company based in Shenzhen and fully

semiconductor company headquartered in

34

中国経済経営研究

第 2 巻第 1 号

Shanghai which produces chipsets for mobile
phones and other consumer electronics

TI ChengDu: TI began manufacturing of front-

products, supporting 2G, 3G, and 4G wirelessend in 2010 with a wafer plant in Chengdu

communications standards. It is the world’s

which is former SMIC/city-owned 8 inch fab.

10th-largest fabless semiconductor company

Also, in 2014, it added a 300 millimeter "wafer

measured by 2016 revenues. Key products arebumping" facility to its operations in Chengdu.

Modem/Baseband, Smartphone Chipsets, RF[28]

Transceiver, Power Management, Multimedia,
Connectivity, and Software Platform. [25]Global foundries (Chengdu): Global foundries
Chengdu hopes to advance the FD-SOI

Datang Telecom Group: Datang Telecom

agenda. It’s planning a fab in Chengdu equipped

Group (officially Datang Telecom Technology

to produce chips using Global foundries’& Industry Group) is a Chinese telecommuni-

22FDX FD-SOI technology. The Chengdu Fabcations equipment group headquartered inwill be part of $10 billion Global foundries andBeijing, China. The group was founded inChengdu’s project and is expected to volume

September 1998 by the China Academy ofproduction in 2019. [29]Telecommunications

Technology,

which

acted as the parent company of the group.

Semiconductor equipment/ materials

It is best known for its leading role in

AMAT: Applied Materials, Inc. is an American

3G

top supplier in equipment, services and soft-

mobile telecommunications standard throughware to enable the manufacture of semicondu-

subsidiary DT Mobile. Key products are TD-

ctor (integrated circuit) chips for electronics,

SCDMA Base Station & Chipset, Mix Signals

flat panel displays for computers, smartphones

IC design, TD-SCDMA SOC design, and 5G

and televisions, and solar products. The

IoT. [26]company is headquartered in Santa Clara,

developing

theChinese

TD-SCDMA

4. U.S. semiconductor companies in China
Semiconductor manufacturing

California,

in

the

Accomplishments

Siliconare

Valley.

OpenedKey

Technical

Training Center in Beijing, China; opened

Intel: Intel has had a presence in China for

major facility and Technical Training Center

over 20 years and continues to support thein Pudong area of Shanghai, China; and opened

evolution of China's computing industry. To

manufacturing facility in Tainan, Taiwan. [30]meet increased worldwide demand for theirproducts, Intel began construction in 2007 of

LRMX: Lam Research offers a broad portfolio

Fab 68, a 300mm wafer fabrication facilityof market-leading products for thin filmin the coastal Northeast China city of Dalian,deposition, plasma etch, photoresist strip, andwhich produce leading-edge 65nm chipsets for

wafer cleaning – complementary processing

laptop computers, high-performance desktop

steps

PCs & powerful servers. Besides, has been

throughout the semiconductor manufacturing

expanding the NAND flash capacity at its Fabprocess flow. Founded in 1980, Revenue

68 in Dalian, China since 2015. Key products~$6.4

are 65nm Chipsets and 3D NAND flash. [27]

(CY 2016), Headquarters locate at Fremont,that

Billionarerepeated

multipletimes(CY 2016), Employees ~8,200

Semiconductor Industry in China:
China and United State Relationship

California,

and

16

countries

35

worldwideindustry exhibited at the Wescon Show on thesubsidiary companies. They have RD site andwest coast and the IEEE show on the east

manufacturing site in China also. [31]coast. Wishing to organize a show dedicatedto semiconductor production equipment, 55

Fabless

companies met in Palo Alto and agreed

Qualcomm: In 1999, Qualcomm China wasto found a new association, originally called

established in Beijing to work with the it's

Semiconductor Equipment and Materials

local partners and wireless operators in

Institute. [35] SEMI China is from 1985 for 33

systems.

China's

years and local Member companies are aroundkey partners include network operators,

300. Activities are Chinese industry andequipment vendors and software developers.

government trust partners. The latest

Key facts are 14 offices in China, SMIC ATD

technology and business model introduced

collaboration with Huawei, IMEC, and Guizhou

to China's industry and the government,

Huaxintong Semiconductor Technology infor Chinese enterprises to find international

partnership with the local government. [32]partners, for the Chinese government planning

CDMA-based

Qualcomm

Qualcomm need to negotiate with China’s

industry development path. Established close

ministry of commerce on the NXP acquisition.

cooperation relationship with major provinces,[33][34]

municipalities

5. Global Eco-system in
Semiconductor industry

zones

levels in industrial planning, major project risk
assessment and industry promotion. [36]SEMI (formerly Semiconductor Equipment
and Materials International): Global industryofdevelopment

It has received government cooperation at all

The role of SEMI

association

andgathered in China's semiconductor industry.

companies

that

provide6. Summary
Semiconductor is highly integrated with theequipment, materials and services for the

global eco-system of software/architecture,

manufacture of semiconductors, photovoltaic

IP core vendor, fabless, foundries, IDM,

panels, LED and flat panel displays, micro-

Assembly, testing, equipment/material.

electromechanical systems (MEMS), andrelated micro and nano-technologies.
Offices are located worldwide, U.S.; Milpitas(Headquarter),

Washington

D.C.,

These companies are widely distributed in
the world and compete internationally. E.g.
Intel and AMD, they are both U.S. companies

ASIA;

but competing worldwide. Thus, in technology

Hsinchu, Taiwan, Seoul, Korea, Shanghai,business, there are no such things as which

China, Singapore, Tokyo, Japan, Bangalore,

country is dominating but which company inIndia, EUROPE; Berlin, Germany, Grenoble,

this time period taking the lead. Motorola andFrance. Activities are Conferences, trade

Nokia are a good example.

shows, Development of industry standards,
Market research reporting, and Industry

China is still in catching up mode withadvocacy, etc. Member companies are aroundsemiconductor supplies far meeting the need2000 companies worldwide. SEMI was founded

for domestic consumption. Almost every

in 1970. Most companies in the semiconductor

company in the world wants to have a slice of

36

中国経済経営研究

第 2 巻第 1 号

the pie from Chinese semiconductor market

for fruitful discussion and Professor Ryoji

while China is still relying on international

Nakagawa for editing the paper.

companies to fill the gap. A win-win for both.

We would also like to thank our families
who helped us a lot in supporting within the

Chinese design companies are gaining

limited time frame.

footholds in domestic and worldwide markets,

8. Reference

this will flip the landscape on the top tiers
suppliers in years to come. Thus, competition[1] http://www.businessinsider.com/us-begin-s

is getting fiercer down the road with newection-301-investigation-2017-8 (20170926)

Chinese players getting into the main stage.

[2] https://www.cnbc.com/2017/09/06/huaweihas-surpassed-apple-as-the-worlds-second-large

China

is

also

determined

to

stay

st-smartphone-brand.html(20170926)

independence on the whole semiconductor[3] http://www.marketwatch.com/story/trump

supply chain to fill the gap on domestic-stops-china-from-buying-into-us-chip-industry-

semiconductor manufacturing. E.g. Memories,

but-whats-next-2017-09-13 (20170926)

CPU & GPU, Power devices, wafer substrate,[4] http://news.mynavi.jp/news/2017/01/23/30

packing materials, wafer fab equipment and9/ (20170926)

technologies. When the manufacturing super[5] http://www.icinsights.com/news/bulletins/

hub can do these, nobody can compete with

PurePlay-Foundry-Market-Surges-11-In-2016-To

their price. This will be benefit to the whole-Reach-50-Billion/ (20171031)

world while forcing the current suppliers to[6] http://www.eetimes.com/document.asp?doc

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thanks to Professor Mariko Watanabe who

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