Core Insights - The Shenzhen National High-tech Industry Innovation Center has released a semiconductor industry evaluation system, highlighting the rapid growth and strategic development of the semiconductor sector in China [1] Group 1: Industry Overview - The newly launched "China Chip City List" and "China Chip Sharp List" assess 337 cities based on four dimensions: industrial agglomeration, innovation, growth, and characteristics [1] - Major cities like Shanghai, Beijing, and Shenzhen lead the first tier, while five cities in the Yangtze River Delta leverage specialized manufacturing, and seven cities in central and western China are making breakthroughs with third-generation semiconductors [1] Group 2: Market Growth - The global semiconductor and integrated circuit industry is entering a new growth cycle, with all segments benefiting from rapid expansion, particularly EDA, equipment, and manufacturing, which have seen growth rates exceeding 10% over the past five years [1] - The domestic semiconductor industry is projected to achieve a significant leap in scale, with the integrated circuit industry expected to reach 1.8 trillion yuan by 2024, driven by rapid growth in design, manufacturing, and equipment sectors [1] Group 3: Industry Challenges - The industry exhibits a characteristic of "short boards remaining short, long boards gradually lengthening," indicating challenges in advanced processes and packaging, while supporting segments like EDA and equipment are developing rapidly [1] - There is notable activity in industry mergers and acquisitions, reflecting the dynamic nature of the sector [1]
深圳居中国“芯城榜”第一梯队 全球半导体与集成电路产业迎来新一轮周期上升
Ge Long Hui·2025-10-17 01:09