according to Techinsights statistics, China has maintained its status since it became the global IC consumer market in 2005. It reached its peak of US $ 177.3 billion in 2021, but in 2022, it will decrease by 7.3%year -on -year.In addition to US $ 164.4 billion in 2023, due to the slowdown of global economic slowdown, China's new crown policy, and the impact of the United States' tightening of China's semiconductor supervision, it is expected to shrink 18%to $ 135 billion in 2023.
    At the same time, China's share in the global IC market is expected to drop from 34%in 2021 to 31%in 2022 and 29%in 2023.However, even if the market share has fallen, China is still the global semiconductor consumer market.
    China IC market size and changes in China's IC output value
    (Source: Techinsights)
    On the other hand, in 2022, China's IC manufacturing output value (the sum of the output value of foreign manufacturing and the output value of Chinese manufacturing) will reach 30 billion U.S. dollars.It will reach $ 15.2 billion, an increase of 13%over the previous year.
    2022 global IC market size, Chinese IC market size, Chinese IC production scale, of which Chinese -funded enterprises production scale
    (Source: Techinsights)
    Technicals estimates that although Chinese capital will generate $ 15.2 billion by 2022, the revenue of SMIC and other foundries will reach $ 11.2 billion, and IDM will generate $ 4 billion in revenue.SK Hynix, Samsung, TSMC, and Union's foreign -funded enterprises with wafer fabry in mainland China are expected to turn over $ 14.8 billion.
    According to Techinsights forecast, with the recovery of the global IC market after 2024, the total value of Chinese and Chinese IC manufacturers will increase from 18.2%of the Chinese IC market in 2022 to 26.6%in 2027.
     Chinese chip import and export data, start to warm up
    7 months before 2023, China importedintegrated circuit(IC) The total amount was 270.2 billion, a year -on -year decrease of 16.8%. Although the United States and its allies have implemented more stringent trade restrictions, they still show a gentle improvement trend.
    chip imports in the first half of the year decreased by 18.5%year -on -year, and the import volume in the first three months of the chip decreased by 22.9%year -on -year.
    Data released by the General Administration of Customs on Tuesday shows that China imported 42.4 billion integrated circuits in July alone, an increase of 2.6%month -on -month.
    At the time of this data, China's domestic chip market is slowly recovering from low consumption demand and various economic backwinds.
    According to the statistics of technical research companies, in the second quarter, Chinasmart phoneThe year -on -year decline in shipments narrowed, a decrease of 2.1%, because the discounts of Apple iPhone 14 helped stimulate local demand, and Huawei Technology Co., Ltd., which was included in the United States, returned to the top five in the market.
    China's domestic chip output is also picked up.According to data from the National Bureau of Statistics, in June, the output of integrated circuits in my country reached 32.2 billion, an increase of 5.7%year -on -year, and the first monthly growth of 16 months in April.
    In the first 7 months, the total amount of chip imports fell 21.6%to 191.3 billion US dollars, compared with 22.4%in the first half of the year.In contrast, the overall import amount in China decreased by 7.6%at the same time.
    It is reported that China's total imports from South Korea have plummeted 24.7%in the first seven or seven months.According to reports, Washington requires South Korea to pressure the country's storage chip manufacturer, demanding that it does not fill the market gap caused by Beijing for the ban on the sale of certain Micron technology storage chips.
    According to customs data, this was declined among China's major trading partners, followed by imports from Taiwan, China, which fell by 22.8%.Chip tool makers Nikon and TokyoelectronicThe headquarters Japan has limited the export of 23 chips related equipment and materials since late July.
    therefore, as local chip manufacturers scramble to accumulate important machines, China ’s semiconductor manufacturing equipment imported from Japan in June has increased by more than 40% month -on -month.
    In addition, from January to July, the export volume of integrated circuits was 151.7 billion, a year-on-year decrease of 8.3%, and the total value of chip exports decreased by 17.2%.
     Global semiconductor sales, a year -on -year decrease of 17.3%
    Semiconductor Industry Association (SIA) announced today that global semiconductor sales in the second quarter of 2023 totaled US $ 124.5 billion, an increase of 4.7%over 2023, but a decrease of 17.3%from the second quarter of 2022.
    Although global semiconductor sales still lag behind last year in 2023, the revenue in June has risen for the fourth consecutive month in June, which has increased steadily from the previous month.Official John Neuffer said.
The monthly sales of     America (4.2%), China (3.2%), Japan (0.9%) and Europe (0.1%) have increased, but the Asia-Pacific/other regions (-0.5%) has decreased slightly.Compared with the same period last year, the sales of Europe (7.6%) increased year-on-year, but Japan (-3.5%), the Americas (-17.9%), Asia Pacific/all other regions (-20.4%) and China (-24.4%) are all alldecline.
    American Semiconductor Industry Association (SIA) earlier predicted that semiconductor sales in 2023 will decrease by 10.3%, but it is expected to rebound 11.9%in 2024.This forecast stems from the prediction data of the World Semiconductor Trade Statistics Association (WSTS).
    WSTS forecast report shows that due to the intensification of inflation and intelligencecell phoneThe weak demand for terminal markets such as PC will lead to a significant reduction in memory demand and shrinking logical chip demand.Therefore, the estimated value of global semiconductor sales in 2023 decreased from 4.1%in November 2022 to a decrease of 10.3%, and the sales amount was reduced from US $ 556.568 billion to US $ 515.1 billion.
    According to the type of product type, the global sales of chips in 2023 were reduced from the previous estimated US $ 453.041 billion to US $ 412.832 billion; the separate semiconductor sales were adjusted to US $ 35.904 billion from the previous estimated US $ 35.06 billion.WSTS pointed out that not all semiconductor demand continues to be sluggish.Demands related to electric vehicles and renewable energy will remain strong, and the demand -of -demand -rising generation AI will also increase the demand for some logical chips.
    According to Gartner's forecast, global semiconductor revenue in 2023 is expected to fall 11.2%.Data show that in 2022, the total market was 599.6 billion US dollars, an increase of 0.2%over 2021.The short -term prospects of the semiconductor market further deteriorated.Global semiconductor revenue is expected to reach $ 532 billion in 2023.
Richard Gordon, Vice President of Gartner Business, said: Due to the continuous economic backwind, the weak demand for the end market of the end market is spreading from consumers to the enterprise, creating an uncertain investment environment.In addition, the chip supply is excessively pushing the inventory and lowering the chip price, which has accelerated the decline in the semiconductor market this year.
    The memory industry is dealing with the problem of overcapacity and excess inventory, which will continue to put huge pressure on the average sales price (ASP) in 2023.MemoryThe total market is expected to be US $ 92.3 billion, and it will drop by 35.5%in 2023.However, it is expected to rebound in 2024, an increase of 70%.
    Although the bit output of DRAM suppliers is flat, due to weak demand for terminal equipment and high inventory levels, most of the RAM markets in 2023 will have serious confession.Gartner analysts predict that DRAM revenue in 2023 will decrease by 39.4%to $ 47.6 billion.The market will turn to insufficient supply in 2024. As the price rebounds, DRAM revenue will increase by 86.8%.
    Gartner predicts that the dynamics of the NAND market will be similar to the DRAM market.Weak demand and a large number of supplier inventory will cause over -demand, resulting in a sharp decline in prices.Therefore, by 2023, NAND revenue is expected to decrease by 32.9%to $ 38.9 billion.By 2024, due to a serious shortage of supply, NAND revenue is expected to increase by 60.7%.
    semiconductor markets for personal computers, tablets and smartphones are stagnant.By 2023, the market will account for 31%of semiconductor income, with a total amount of 167.6 billion US dollars.
    At the same time, automobiles and industrial, military/civil aerospace semiconductor markets will grow.The automotive semiconductor market is expected to increase by 13.8%, and will reach $ 76.9 billion by 2023.