PC demand cannot sustain at the current levels, but large TVs and gaming consoles will return to normal demand. These will cause chip demand to decline slightly. Legacy technology for 12” will help to reduce the demand at 8” fabs.
With the rise in 5G smartphones and the pandemic disrupting the world’s industrial landscape, Chinese electronic equipment manufacturers have increased their purchase volumes and spending on semiconductor products.
The database shows all semiconductor components consumed in China, both local and foreign OEMs/ODMs.
The database shows the design semiconductor components devices consumption of China’s local OEMs/ODMs.
After the BIS sanctioned HiSilicon, HiSilicon’s shipments have sharply dropped since the fourth quarter. The BIS also banned SMIC from sub-10nm equipment and technology. China’s semiconductors will need a self-sufficient road.
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