pwc china's impact on the semiconductor industry: 2012 update

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This report includes an in-depth look at both consumption and production, design, and manufacturing as well as the government incentives and goals for this fast-growing industry. We look at changing roles in Greater China, evaluate progress against growth scenarios originally set in 2004 and revised in 2011 and examine the growth of semiconductor IPOs and patents as a measure of a maturing industry. To read the full report, please visit www.pwc.com/gx/en/technology/chinas-impact-on-semiconductor-industry

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Exceptional relative performance

www.pwc.com/technology

China’s impact on the semiconductor industry: 2012 update

PwC

Worldwide semiconductor market by region, 2003-2011

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Source: SIA, CCID

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China's semiconductor market growth, 2000-2011

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Comparison of China vs. worldwide semiconductor growth by quarter, 2007-2011

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China's IC and O-S-D market growth, 2000-2011

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China compared with worldwide semiconductor market by device, 2011

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Semiconductor suppliers to the Chinese market, 2010-2011

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Analysis of China/Hong Kong consumption vs. purchasing TAM semiconductor market history

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China's semiconductor industry revenue growth, 2000-2011

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China's semiconductor industry by sector, 2003-2011

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Comparison of China's IC industry sector growth by quarters, 2007-2011

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China’s integrated circuit design industry revenue and growth, 2000-2011

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Number of IC design enterprises in China, 1990-2011

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Major Chinese semiconductor companies by revenue, 2011

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China’s wafer fab capacity and share of worldwide capacity, 2000-2011

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Comparison of China and all remaining countries’ SPA&T resources, 2011

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Comparison of China and all remaining countries’ SATS share of SPA&T capacity, 2011

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Major Chinese semiconductor manufacturers (including groups) in 2011

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China’s semiconductor manufacturing capacity by province and region, 2011

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Comparison of China’s integrated circuit consumption and production, 1999-2014

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Thank you.

Ed Pausa

+1 408 817 5738

clements.e.pausa@us.pwc.com

You may view or download the referenced report at our website www.pwc.com/chinasemicon

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China versus worldwide semiconductor IPOs, 2005-2011

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China versus worldwide semiconductor patents 2005-2012

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Current and committed wafer fab capacity comparison, China and Worldwide, 2011

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China’s integrated circuit production and consumption – 12th FYP scenarios compared with actual

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China compared with worldwide semiconductor market by application, 2011

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China's export and domestic semiconductor consumption markets

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Source: Gartner Dataquest, PricewaterhouseCoopers 2009-2011

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Chinese Top OEMs by revenue and semiconductor consumption 2010-2011 (US$B)

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China’s O-S-D and IC industry revenue growth, 2000-2011

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China's O-S-D industry revenue growth, 2000-2011

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China’s IC industry revenue growth

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China's IC design enterprises by employee count, 2010 & 2011

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China's IC design industry by process technology, 2010 & 2011

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Greater China share of the worldwide semiconductor industry, 2000-2012

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Greater China represents, by 2011

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Comparison of China's IC industry sector growth by quarters, 2007-2011

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© 2012 PricewaterhouseCoopers LLP. All rights reserved. PwC refers to the United States member firm, and may sometimes refer to the PwC network. Each

member firm is a separate legal entity. Please see www.pwc. com/structure for further details.

pwc.com/chinasemicon

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