2025年深圳集成电路及国产半导体产业调研报告

Core Viewpoint - The semiconductor and integrated circuit industry in Guangdong Province is projected to reach a total output value of 360 billion yuan in 2024, with significant contributions from design, manufacturing, packaging, and materials sectors [3]. Guangdong Semiconductor and Integrated Circuit Industry Overview - The total output value of Guangdong's semiconductor and integrated circuit industry is expected to reach 360 billion yuan in 2024, with the design sector contributing 210.9 billion yuan, manufacturing 9.2 billion yuan, packaging and testing 79.5 billion yuan, and equipment and materials 60.8 billion yuan [3]. - The overall revenue growth rate for the integrated circuit industry in Guangdong is projected at 23.92% [4]. Shenzhen Semiconductor Industry Insights - Shenzhen's integrated circuit industry accounts for 79% of Guangdong's total output, with an expected revenue of 283.96 billion yuan in 2024, reflecting a growth of 32.9% from 2023 [8]. - Shenzhen hosts 727 integrated circuit companies, including 456 design firms, 8 manufacturing companies, 82 packaging and testing firms, 133 equipment and parts companies, and 48 materials companies [8]. Revenue and Growth Trends in Shenzhen's Industry Chain - The revenue for Shenzhen's integrated circuit industry is projected to grow from 1,608.93 billion yuan in 2022 to 2,839.6 billion yuan in 2024, with a compound annual growth rate of 32.9% [9]. - The design sector is expected to grow significantly, with revenues increasing from 1,101.90 billion yuan in 2022 to 1,914.1 billion yuan in 2024, marking a growth rate of 33.2% [9]. Key Projects in Shenzhen's Semiconductor Sector - Major semiconductor projects in Shenzhen include the construction of a 12-inch integrated circuit production line by SMIC with a total investment of 2.35 billion USD, and a 12-inch production line project by Runpeng Semiconductor with an investment of 22 billion yuan [14][13]. Domestic Wafer Foundry Growth Trends - By 2030, mainland China is expected to surpass Taiwan in wafer foundry capacity, achieving a 30% global market share, driven by the establishment of 4-5 new wafer fabs annually [14]. Comparison of Domestic IDM Companies - The top 12 domestic IDM companies include notable players such as Weitai Technology, Times Electric, and Huazhong Microelectronics, with varying revenue projections for 2024 [22]. Global Semiconductor Equipment Market - The global semiconductor equipment market is projected to exceed 110 billion USD in 2024, with a year-on-year growth of approximately 10% [24]. Domestic Semiconductor Material Companies - Leading domestic semiconductor material companies include Shanghai XinYang, Jiangsu Yake Technology, and Shenzhen Rongda, focusing on products like photoresists and electronic chemicals [35]. Advanced Packaging Industry Landscape - The top five domestic advanced packaging companies include Changdian Technology and Huatian Technology, with significant revenue contributions and a comprehensive strength index for 2024 [40][42].