艾媒咨询|2021年中国消费电子行业报告

2021年9月22日，由亚洲数据集团、爱奇管理咨询（广州）有限公司、广州市伯林展览有限公司联合主办的“2021国际消费电子大会 CE Summit 2021”在广州盛大召开。艾媒咨询CEO兼首席分析师张毅将现场重磅发布《2021年中国消费电子行业报告》，根据艾媒数据中心、艾媒人群洞察数据，全方位解析消费电子行业发展现状、电子消费用户行为特点及智能家居行业前景，探析消费电子领域发展新布局，为中国消费电子行业的未来发展把脉献策。
On September 22, 2021, CE summit 2021, jointly sponsored by Asia data group, IQI management consulting (Guangzhou) Co., Ltd. and Guangzhou Bolin Exhibition Co., Ltd., was grandly held in Guangzhou. Zhang Yi, CEO and chief analyst of AI media consulting, will release the report on China's consumer electronics industry in 2021 on site. According to the insight data of AI media data center and AI media population, it will comprehensively analyze the development status of the consumer electronics industry, the behavior characteristics of electronic consumers and the prospect of smart home industry, and explore the new layout of the development of consumer electronics, Provide suggestions for the future development of China's consumer electronics industry.

艾媒研报|和舰芯片研究报告：巨亏前行的芯片制造标杆

本报告研究涉及企业/品牌包括：和舰芯片、联华电子、厦门联芯、富拉凯咨询、橡木联合、台积电、中芯国际、三星、格罗方德

集成电路为信息产业的基础。中国虽为全球最大半导体市场，但国产率低，核心芯片极度缺乏。根据 IC Insights 统计资料，2018年中国集成电路自给率仅为15.35%。中国政府给予集成电路行业大力的政策支持及税收减免。2016-2018年和舰芯片收到共计52亿元的政府补助，2019年成为首家成功受理的台资晶圆代工企业。然而，芯片制造属于典型的资金密集型行业，和舰芯片在过去三年主要投入28nm工艺集成电路生产线的研发生产，投资额约50亿美元，目前仍处于亏损状态。根据艾媒咨询测算，和舰芯片主要固定资产和专有技术使用权成新率在60%以上，未来3年内的折旧摊销将依然巨大，难以盈利。且受限台湾半导体政策，和舰芯片技术落后台湾母公司一代，落后台积电两代，更将面临28nm制程激烈的市场竞争。

Integrated circuits are the foundation of the information industry. Although China is the world's largest semiconductor market, the country's productivity is low and core chips are extremely scarce. According to IC Insights statistics, China's IC self-sufficiency rate was only 15.35% in 2018. The Chinese government has given strong policy support and tax relief to the IC industry. In 2016-2018, HeJian received a total of 5.2 billion yuan in government subsidies. In 2019, HeJian became the first Taiwan-funded foundry company to be successfully accepted by the science and technology innovation board. However, chip manufacturing is a typical capital-intensive industry. In the past three years, HeJian has mainly invested in the research and development of 28nm process integrated circuit production lines, with an investment of about 5 billion US dollars, and is still in a deficit state. According to iiMedia Research, the newness rate of the main fixed assets and proprietary technology of HeJian is above 60%. Depreciation and amortization will remain huge in the next three years, making it difficult to make a profit. And limited by Taiwan's semiconductor policy, HeJian’s technology lags behind Taiwan's parent company by one generation and TSMC by two generations.