ICT Industry development in Taiwan and worldwide penetration.
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Transcript of ICT Industry development in Taiwan and worldwide penetration.
ICT Industry development in Taiwan and
worldwide penetration
Outlines
• IC Design Industry
• Optoelectronics Industry
• Internet Communication Industry
Market Share
2009 Taiwan IC Industry in Global Position Taiwan IC Industry in Global Position
Demand side
WW Semiconductor Market226,313
WW IC Market 190,342
Asia Pacific IC Market102,333
Taiwan IC Market12,88612.6%
6.8%
5.7%
Revenue WW Share Rank Leaders
brand IC 16,797 4 US, JP, KR
DRAM 2 KR
Mask ROM 1
Fabless 11,694 25.8% 2 US
Manufacturing US, JP, KR
Foundry 12,370 66.7% 1 TW
Packing 6,048 45.2% 1
Testing 2,655 70.0% 1
17,473 9.2% 4
8.8%
3,511
336
15.7%
97.2%
TW
TW
Supply side
Unit: Million US$ / Exchange rate NT/US = Unit: Million US$ / Exchange rate NT/US = 33.033.0
TW
• DRAM contributes the highest production value in Taiwan brand IC and ranked second.• Foundry service ranked number one in the world 66.7% of global revenue in 2009.• Packing and Testing service ranked number one in the world 45.2% and 70.0% of global revenue in 2009.
Source: IEK/ITRI(2010/03)
NO.1Foundry : US$ 14,187M (67.0%)IC Testing : US$ 3,314M (70.6%)IC Packaging : US$ 7,371M (49.6%)Mask Rom : US$ 344M (98.7%)
NO.2DRAM : US$ 4,900M (20.0%)IC Design : US$ 11,902M (28.0%)
NO.1MB : US$ 6,609M (93.5%)NB PC : US$ 57,309M (92.0%)TN/STN LCD : US$ 1,596M (41.7%)
NO.1WLAN : 100,623K Units (92.0%)xDSL CPE : 57,221K Units (71.7%)Cable CPE : 24,893K Units (75.9%)PND : 39,461K Units (89.0%)
IC
Computer & Peripheral Devices
Networking Products
( ) : World PenetrationNote: including overseas production
Source:ITRI IEK(2009/03)
NO.2
DSC : : US$3,396M(26.6%)
L/S TFT-LCD(>10”) : US$ 30,159M (42.1%)
S/M TFT-LCD(<10”) : US$ 4,906M (24.1%)
OLED : US$ 241M (34.4%)
LED : US$ 1,713M (25.3%)
2008 Taiwan Top 3 ICT Products Worldwide2008 Taiwan Top 3 ICT Products Worldwide
Si-Soft - Knowledge EconomySi-Soft - Knowledge Economy
5
Electro-OpticalLCD, Optical Communication,
Storage DevicesInformationAppliances
PDA’s , GamesHumanities/Art
Internet Intra-netSoftware, Routers
Protocols, Switches, Applications
EnergyBatteries, Cells
P-SOCS/W O/S
System Integration
CommunicationsWireless, Satellite
Bio-MedicalBio-Informatics,Bio-chips, BME
MEMs
Nano-Technology
MaterialMechanical
Automotive, Aerospace
Chemical
Civil/Environmental
Packaging Foundries
Si-SoftSOC, EDA,
IP, Products, Services
Si-HardFoundry, GaAs
ODM/OEM, Services
Design IP Industry
Taiwan’s IC Industry in 2009Taiwan’s IC Industry in 2009
5 TaiwanPowertech5 USGlobalfoundries
Taiwan's Market Share 50.6%Taiwan's Market Share 66.7%
4 SingaporeSTATS ChipPAC4 ChinaSMIC
3 TaiwanSPIL3 SingaporeChartered
2 USAmkor2 TaiwanUMC
1 TaiwanASE Group1 Taiwan TSMC
RankingCountryCompanyRankingCountryCompany
Package & TestingFoundry
5 TaiwanNanya
Taiwan's Market Share 15.7%
4 USMicron
3 JapanElpida
2 S. KoreaHynix
1 S. KoreaSamsung
RankingCountryCompany
DRAM
5 USNvidia
Taiwan's Market Share 25.8%
4 TaiwanMediaTek
3 USBroadcom
2 USAMD
1 USQualcomm
RankingCountryCompany
Design
WW No. 1
WW No. 2
Source: IEK/ITRI(2010/03)
Worldwide #1Foundrypackage & testing
Worldwide #2DRAMFabless
WW No. 2
WW No. 1
IC Design Industry Sustained Growth
Source: MIC(2010/03)
Taiwan’s Semiconductor Industry in 2012Taiwan’s Semiconductor Industry in 2012
2002 2009 2012(f)
Number of 8" fabs 21 15 15
Number of 12" fabs 4 18 21
Technology node 0.18µm 40nm 22nm
Output Value of SoC Products
Main Products of SoC in Taiwan include: Baseband SoC, DVD Player SoC, Digital TV SoC, Communication Application SoC, etc.Source: MIC (2010/03)
IC Design Industry Shipment Value Share By IC Design Industry Shipment Value Share By Application AnalysisApplication Analysis
Source: MIC (2010/03)
IC Design Industry Shipment Value Share By IC Design Industry Shipment Value Share By Product AnalysisProduct Analysis
Source: MIC (2010/03)
Source: IEK/ITRI(2010/03)
• Foundry and IC Design is the locomotive of Taiwan’s IC industry• The production value of Taiwan's IC Design decline 1.7% in 2009 and will grow 13.1% in 2010.• The production value of Taiwan's Foundry decline 12.8% in 2009 and will grow 26.8% in 2010.• Because of the DRAM price erosion, the production value of Taiwan's Memory decline 29.9% in 2009 and will grow 50.7% in 2010(Rising DRAM prices + strong PC demand).• The production value of Taiwan's IC Packing decline 14.1% in 2009 and will grow 26.0% in 2010.• The production value of Taiwan's IC Testing decline 13.3% in 2009 and will grow 27.1% in 2010.
IC Manufacturing = Foundry + Memory + others(IDM)
Taiwan’s Semiconductor Industry
IC Design Industry Future Trend In TaiwanIC Design Industry Future Trend In Taiwan
1,220
1,478
1,902
2,608 2,850
3,234
3,997 3,749 3,859
5.9%
21.1%
28.7%
37.1%
9.3%
13.5%
23.6%
-6.2%
2.9%
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
40%
0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
4,500
2001 2002 2003 2004 2005 2006 2007 2008 2009
Output ValueGrowth Rate
Hundred Million (NTD)
IC Design Industry Output Value And Growth RateIC Design Industry Output Value And Growth Rate
Information ICInformation IC
1996 2000 2004 2008 2010
Consumer ICConsumer IC
LCD ICLCD IC
Cell phone ICCell phone IC
IC Design Application DevelopmentIC Design Application Development
Source: IEK(2010/03)
Outlines
• IC Design Industry
• Optoelectronics Industry
• Internet Communication Industry
Taiwan FPD Production Vale and Growth Rate
-3.9%
25.8%
94.3%102.2%
-22.9%
39.7%
158.0%
2.4% 30.0%
75.7%
37.0%
27.1% -5.7%
0
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
45,000
1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
Mill
ion
USD
-40%-20%0%20%40%60%80%100%120%140%160%180%
Production Value Growth Rate
Track of Taiwan’s Flat Panel Display IndustryTrack of Taiwan’s Flat Panel Display Industry
In 2009, Taiwan suffered by global economic crisis. Production Value of flat panel display in Taiwan is estimated as US$28.4 billion, exclude the production value of key components industry.
Taiwan ranked #2 in worldwide 2009.
Source: IEK/ITRI(2010/03)
GlassSubstrate
GlassSubstrate
ITO Glass
ITO Glass
Color Filter
Color Filter
PolarizerFilm
PolarizerFilm
Liquid Crystal
Liquid Crystal
Back LightModule
Back LightModule
DriverIC
DriverIC
CorningAsahiAvanstrateNEG
TN LCD STN LCD TFT LCD
Module VendorsModule Vendors
ConsumerProducts
InformationProducts
TelecommunicationProducts
DashboardProducts
DisplayProducts
OLED LCOS
PhotoMask
PhotoMask
UpstreamUpstream
MaterialsComponents
MidstreamMidstream
PanelsModules
DownstreamDownstream
End-Products
AimCoreSNPMerck
ToppanSintekCandoSumika
OptimaxNitto DenkoSumikaDaxon
MerckChissoDaily Polymer
CoretronicRadiantForhouseForwardKenmosK-bridgeDarwin
WinbondHimaxNovatekOris TechSitronix
FinexHoyaPLKTAIPCLG Micron
CMELRit Display
WintekUnited RadiantMesostate
WintekGiantplusNPCUnited Radiant
AUO CPT HannstarChimei-Innolux
Himax DisplayTMDC
Ampire, Sharp, Hitachi, m-Display, EDTC, DataImage, Solomon, Starworld
Material,CCFL…
Material,CCFL…
Tama Fine Opto ULCOATJSR Micro Toyo Ink FujifilmStanleyWellypower
Vertical integration is the trend for Taiwan’s TFT LCD panel makers
A Complete Flat Panel Display IndustryA Complete Flat Panel Display Industry
Prime ViewWintekGiantPlus
Source: IEK/ITRI(2010/03)
Milestones of Foreign Investment in TaiwanMilestones of Foreign Investment in Taiwan
SUMIKASUMIKA
(BEF/DBEF)
(Glass)
Asashi(Glass) (ITO Glass)
(Liquid Crystal)Finex
(Mask) (Mask)
(Mask)
NEG(Glass)
Nitto Denko(Polarizer)
Sumitomo(Polarizer)
Toppan(Color Filter)
(Resist)
(Color Resist)NHT
(Glass)
1997 20012000 20021999 2003 2005 2006
(Equipment)
Daifuku(Equipment)
(Stepper)
Major world-class component companies have expanded investment in Taiwan
Corning has built 19 glass furnaces and Asahi built 2 in Taiwan since 2004
Source: IEK/ITRI(2007/04)
Outlines
• IC Design Industry
• Optoelectronics Industry
• Internet Communication Industry
29.0%
8.0%
22.0%
4.0%
50.0%
40.0%
11.7%15.1%
-20.8%
3.6%
28.0%
32.0%
0
5,000
10,000
15,000
20,000
25,000
30,000
'99 '00 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10(e)
-30%
-20%
-10%
0%
10%
20%
30%
40%
50%
60%
Communication Equipment Industry Production Value(Made by Taiwan) Growth Rate(%)
Revenue of Taiwan Communication IndustryRevenue of Taiwan Communication Industry
Taiwan major communication products include cellphone, PND, WLAN, xDSL, CPE, Cable Modem, IP STB, WiMAX…etc.
Unit: USD Million
Source: IEK/ITRI(2010/03)
Production Value & Market Share Production Value & Market Share for Taiwan Communication Productsfor Taiwan Communication Products
2009 ProductionValue(US$M)
2009 Worldwide Market Share
Mobile Phone 6,661 7%
Portable Navigation Device 3,771 95%
Wireless LAN 1,723 80%
xDSL CPE 1,412 89%
Cable CPE 1,260 93%
CPE: Customer Premise EquipmentCPE: Customer Premise Equipment
Taiwan has been the one of major ODM base for worldwide mobile phone supply. Production of Windows OS Smartphone and PND both ranks worldwide No. 1
Production of network equipment (xDSL 、 Cable CPE 、 WLAN) took 80% of global market
Source: IEK/ITRI(2010/03)
Long-term Prospect of Market Share for Main Communication Products in Taiwan
Source: MIC (2010/03)
Long-term Prospect of Market Share for Main Mobile Devices Products in Taiwan
Source: MIC (2010/03)
Broadband Communication Application Needs Broadband Communication Application Needs & The Development of Terminal Equipments & The Development of Terminal Equipments