As we all know, the entire production of chips is divided into three links, namely design, manufacturing, and packaging and testing. IDM is a company that can handle the three links of design, manufacturing, and packaging and testing, such as Intel and Samsung.
But most chip companies are only responsible for one of these three links. For example, Huawei, Qualcomm, and Apple only design, TSMC only produces, and ASE only packaging and testing. And now there are fewer and fewer IDM companies. Chip companies Basically, they are only good at one item.
In terms of manufacturing, packaging and testing, we know that Taiwan Province of China is the strongest in the world. For example, Taiwan Semiconductor Manufacturing Co., Ltd. has won about 55% of the global chip foundry. Among the top 10 foundry companies, Taiwan Province has 4, totaling The share is about 64%.
Among the top 10 chip packaging and testing companies, there are 6 in Taiwan Province of China, with a total share of 54.3%, accounting for more than half of the world.
So in terms of IC design, how does Taiwan Province of China perform? In fact, Taiwan Province is only inferior to the United States in terms of IC design, ranking second in the world.
According to the data released by TrendForce, the top ten IC design companies in the third quarter of 2021 have a total revenue of 33.7 billion U.S. dollars, an annual increase of 45%, which is the fastest growing year in the past 10 years.
And these 10 major companies are also very regular. Six companies from the United States are on the list, and four from Taiwan, China. That is to say, the United States and Taiwan of China dominate the top ten manufacturers.
The four companies in Taiwan Province of China are MediaTek, Novatek, Realtek, and Himax.
From the perspective of share, the 6 American companies accounted for about 78% of the share, and the four Taiwanese companies accounted for about 22% of the share. It can be seen that the United States is still quite strong in terms of IC design.
In the past, when Huawei Kirin was able to produce, Huawei HiSilicon was able to rank in the top 10, but now it’s nowhere on the list. Everyone knows the reason, I won’t say much, but after Huawei HiSilicon, there is no successor in mainland China. It's also regrettable.