本报告涉及企业/品牌包括：杭州士兰微电子股份有限公司，立锜科技，华大半导体，晶丰明源，TRINAMIC，ROHM（罗姆），Fuji Electric（富士电机），三垦电气株式会社，飞利浦，美国NS，SGS-THOMSON意法微电子公司，深圳富满电子集团股份有限公司，深圳市茂捷半导体有限公司，圣邦微电子（北京）股份有限公司，无锡华润矽科微电子有限公司，美国国家半导体公司，恩智浦半导体公司， Maxim Integrated (MAXIM,美信)，美国无线电公司，富满电子集团股份有限公司，深圳市英锐芯电子科技有限公司，苏州坤元微电子有限公司，圣邦微电子股份有限公司，美国德州仪器公司，意法半导体公司（ST Microelectronics），安森美半导体(ON Semiconductor)，亚德诺半导体公司（Analog Devices），北京时代民芯科技有限公司，苏州云芯微电子科技有限公司，润石科技，上海贝岭股份有限公司，微芯科技（Microchip Technology Incorporated），亚德诺半导体技术有限公司（ADI），思佳讯（Skyworks），成都振芯科技股份有限公司，芯海科技（深圳）股份有限公司，中科芯集成电路股份有限公司，国民技术股份有限公司，北京君正集成电路股份有限公司，赛灵思（Xilinx），ESS Technology, Inc.，旭化成微电子株式会社（AKM, Inc.）
In 2018, the global semiconductor industry is showing a good trend of development. Data show that the global integrated circuit market sales in 2018 totaled about 478.4 billion US dollars, an increase of more than 10% year-on-year. In addition, in recent years, China's electronic industry continues to grow at a high speed, and the integrated circuit industry has entered a period of rapid development. In 2018, sales in the mainland China market reached 158.4 billion US dollars, up 20% year on year. The Chinese market has become one of the main driving forces for the growth of the global integrated circuit market. Promoted by all parties, the performance of China's leading IC companies has been improving in recent years. In addition, emerging technologies will become the future core products of the integrated circuit industry, and core technologies and human resources will become the sustainable development of the integrated circuit industry.
5G smartphone rapidly expand its discourse power in the market in 2020. YTD 5G smartphone shipments were 77.508 million units, represented 44.2% of the total shipment. The total number of new models were 119, accounting for 46.5% of the total new models. Comparatively, total 5G smartphone shipments and new models released in 2019 were 13.769 million and 35. The main reason for the increase of 5G mobile smartphone market penetration is that the major manufacturers turn to compete in the 5G market when they released the new products, which led to consumers’ passively acceptance 5G smartphone. As the data of iiMedia Research showed, 41.6% of the interviewees purchased 5G smartphone because of the normal replacement of the mobile phones. However, 73.3% of non-5G smartphone users think that it is not necessary for the public to buy 5G smartphone at this stage. At present, 5G mobile smartphone do not show obvious advantages over other mainstream smartphones. On the contrary, the high traffic pricing of 5G smartphone and the lack of commercial cities make the replacement of 5G smartphone with low cost performance, and thus hinder its market popularization. In the future, only by standing from the demand side, reflecting the advantages of 5G in communication transmission in smartphones, and developing killer application that can only rely on 5G smartphones, can we accelerate its popularization.
Major global economies have accelerated the promotion of 5G commercial landing. At present, China's 5G industry has formed four major industrial chains: planning, construction, operation and application. The industry has broad prospects for development. It is estimated that the number of 5G links in China will reach 428 million in 2025, and the direct economic output will reach 3.3 trillion yuan. IiMedia Research (Ai Media Consulting) monitoring found that in 2018, China's 5G industry chain in all aspects of the relevant enterprises revenue exceeded 100 million yuan, the development trend is good. According to the survey, 73.0% of the netizens are optimistic about the future development of 5G technology. Intelligent manufacturing, vehicle network and wireless medical treatment are the hotspots of netizens'attention. The capital market also pays close attention to the 5G industrial ecosphere. With the deepening integration of 5G into many technologies, the innovative application of 5G in traditional industries will become an important economic growth point in the future, and downstream applications such as smart travel and smart medical treatment will be the first investment hotspot.
On May 21, 2019, Huawei announced that its independently-developed operating system ““Huawei Hongmeng““ would be available in the fall of 2019 at the earliest, which immediately attracted wide attention from the public. in the context of the shrinking global smartphone market, Huawei's market share jumped to the second place in the global smartphone market in the first quarter of 2019. The development of the operating system may be directly related to the trade war between China and the United States. US sanctions on a number of Chinese technology companies have accelerated the pace of their technological self-reliance. As for Huawei's self-developed Hongmeng operating system, nearly 90% of Chinese enterprises believe that self-developed operating system is necessary, and more than 90% of Internet users and enterprises support Huawei to develop its own operating system. Analysts in iiMedia believe that the key to the development of self-research system is to solve the problem of ecological construction. Against the background of trade war, it is necessary to strengthen the research and development of core technologies. Launching a new operating system at a time when 5G technology is maturing is also a good development opportunity for Huawei.
According to iiMedia Research, global mobile phone shipments in 2018 were 1.891 billion, down 4.4% from a year earlier, of which smartphone shipments were 1.405 billion, down 4.2% from a year earlier. As the world's largest mobile phone market, China has contracted more sharply than the global market. In 2018, China shipped 390 million smartphones, down 11.7% from 2017, and the stock competition intensified. At the same time, emerging market countries, represented by Africa and India, are in the period of demographic dividend release. Mobile phone penetration rate is generally low, and mainly functional machines. Data show that smartphone penetration in Africa remained at 33% in 2018, compared with 28% in India. Incremental market and upgrading demand of stock market brought by demographic dividend in emerging countries show that the mobile phone market still has great development potential, which attracts the attention of mobile phone giants, who have increased their efforts to explore emerging markets. Overseas sales of Chinese brand smartphones increased to 40% in 2018. With the acceleration of the pace of ““going to sea““ of China's major brands, Transsion's dislocation market competition strategy is gradually ineffective. It will face a positive competition among several giant brands, and the competition will become more intense.
The gradual promotion of China's Mobile Number Portability will bring huge challenges to the three major telecommunications carriers. At present, users are most dissatisfied with China Telecom and China Mobile's tariff issues, and are most dissatisfied with China Unicom's network signal and call quality. According to the iiMedia Research survey, 50.8% of users have a strong willingness to carry out the transfer of the number. Among them, students and white-collar workers have higher awareness and willingness to experience the number of users, whose will be the potential user groups during mobile number portability. iiMedia Research analysts believe that the implementation of the Mobile Number Portability policy will cause partial reshuffle of the three major telecommunications carriers, and they should optimize user services based on their own advantages.
Telephone harassment has plagued people’s daily life for years. As the data of iiMedia Research showed, the number of harassment calls in China exceeded 50 billion in 2018. One fifth of netizens implied that more than half of the calls they received are harassment calls. While 85.4% of them received harassment calls every week. The problem of harassment calls is rampant, but the solution to the problem is almost ineffective. More than 90% of the netizens express dissatisfaction with the management of harassment calls, and 43.1% even implied that they had received more harassment calls in the past years than before. In fact, the harassment calls need access to telecom operators, and as the result there are ways to deal with it. But harassment calls business involves a huge chain of interests. The scale of China call center market, supported by the sales calls and harassment calls, reached 19.02 billion yuan in 2018. Under the enormous interest relationship, more than 40% of netizens believe that the problem of harassment calls is mainly attributed to the telecom operators.
China's 5G construction is in the leading position in the world. In the distribution of 5G industrial chain, wireless main equipment and transmission equipment occupy most of the value of the industrial chain. However, the threshold of network planning and design is high, and private design institutes need to be upgraded. In terms of wireless main equipment, antennas and PCBs are rising in volume and price, and the demand for small base stations is exploding. At the same time, 5G construction will continue to benefit transmission network equipment.