2025年国产半导体设备及深圳集成电路产业调研报告

Global Semiconductor Equipment Market - The global semiconductor equipment market is on a growth trajectory, with sales expected to reach $117.14 billion in 2024, $125.5 billion in 2025, and $138.1 billion in 2026 [1][17] - China, Taiwan, and South Korea are the top three markets for semiconductor equipment, with China's market expected to reach $49.55 billion in 2024, slightly contracting in 2025 but still leading in 2026 [1][17] - The wafer fabrication equipment (WFE) market is projected to grow from $104.3 billion in 2024 to $110.8 billion in 2025, and $122.1 billion in 2026, with backend equipment sales also expected to rise significantly [1][18] Domestic Semiconductor Equipment Industry - The domestic semiconductor equipment industry has made significant progress, with sales expected to reach approximately 853 billion yuan in 2024, a 50.1-fold increase from 17 billion yuan in 2008 [2][27] - The Shenzhen integrated circuit industry dominates Guangdong Province, with revenues of 283.96 billion yuan in 2024, accounting for 79% of the province's total and showing a year-on-year growth of 32.9% [2][38] - Shenzhen is home to 727 integrated circuit companies, with a strong focus on design, manufacturing, and testing [2][38] Shenzhen Integrated Circuit Industry - The design sector in Shenzhen generated revenues of 191.41 billion yuan in 2024, representing a year-on-year growth of 33.2% [2][38] - The manufacturing sector saw revenues of 5.66 billion yuan in 2024, with a remarkable growth of 136.9% [2][38] - Key areas in Shenzhen's semiconductor industry include Nanshan District as the core area, with a complete industrial chain in Longgang District and leading wafer manufacturing in Pingshan District [2][38] SICA and Industry Alliances - The Shenzhen Semiconductor and Integrated Circuit Industry Alliance (SICA) has over 1,400 member companies and promotes a strategic framework known as "12345" [3] - The Bay Area Semiconductor Conference and the Bay Area Chip Exhibition are set to provide platforms for industry development and collaboration [3] Key Projects and Developments - Shenzhen has been advancing several key semiconductor projects, including the first phase of the 12-inch production line by SMIC Shenzhen [2][38] - The report highlights the importance of local companies in the semiconductor equipment sector, with a focus on various technologies and products [2][31]