According to the Titanium ** December 12 ** Road, it was learned from the Enterprise Investigation Department that according to the statistics of enterprises whose names, business scopes, and product names contain the keyword "chip", as of December 11, 2023, China will be newly registered in the same period 6570,000 chip-related enterprises, an increase of 9 percent year-on-year5%，There are already 1090,000 chip-related enterprises were cancelled and revoked, an increase of 69 year-on-year8%, an increase of 89 from 5,746 in 20227%
According to reports, with the US dollar interest rate hike, the continuous decline of the consumer electronics market, decoupling and industry downturn, it is difficult for the domestic chip industry to "stand alone", the latest statistics of the world's semiconductors (WSTS), the global semiconductor market size in 2023 will reach 520 billion US dollars, a year-on-year decrease of 94%, the global chip industry is still in a downward cycle.
Although it is not very accurate to judge the domestic chip industry by the number of registered companies, butThis data also reflects the changing trend of the industry
In November this year, Professor Wei Shaojun, Chairman of the Integrated Circuit Design Branch of the China Semiconductor Industry Association, presented a speech at ICCAD 2023 (ChinaIntegrated circuit design industry2023 Annual Meeting) made a speech on "Enhancing the Competitiveness of Chip Products", and pointed out that in 2023, it will be involved in ChinaThe number of enterprises designing integrated circuits is 3,451, 208 more than the previous year's 3,243, and the growth rate of the number of design enterprises has further declinedThe industry-wide sales in 2023 will be 577.3 billion yuan (about 824.5 billion$900 million)., a year-on-year increase of 8%, the growth rate is 8 times lower than last year5 percentage points,The sales revenue of 1,910 enterprises is less than 10 million yuan (accounting for about 55%).
However, it should be pointed out that according to the data of the list of Chinese chip design companies released by CB Insights in 2020, according to the sales of China's integrated circuit industryThe three main links of design, manufacturing, and packaging and testing are divided into: In 2019, the sales volume of design enterprises was 3063500 million yuan(about 41%), the sales of packaging and testing enterprises were 2349700 million yuan (31%), manufacturing enterprise sales of 2149100 million yuan (accounting for about 28%), in comparison, the sales of design companies in 2023 will still increase a lot.
In addition, in view of the process of "big waves and sand" in the industry, Professor Wei Shaojun's speech data also mentionedIt is estimated that in 2023, 625 companies will have sales of more than 100 million yuan, and the total will reach 5034200 million yuan (accounting for 87.7 billion.)2%）, 4940 in the previous year600 million yuan, an increase of 93600 million yuan, the total sales of the top ten design enterprises reached 1829200 million yuan (accounting for 31.)7%），When the industry is in a downward cycle, the leading enterprises are more resilient to pressure。China's integrated circuit design industry is moving towards the high-end, butThe mainstream is still at the middle and low endThe research and development of high-end chips only belongs to a few powerful enterprises, and it is necessary to focus on innovative technology and reduce dependence on technological progress and EDA tools. Being able to use 14nm or even 28nm to make 7nm product performance is the real master.