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集成电路产业将是中国收复台湾的核心

IC Industry at Heart of Possible China Takeover of Taiwan

Oct. 14, 2021 – 

Combined, China and Taiwan would hold about 37% of global IC capacity, almost 3x that of North America.

-- IC Insights’ October Update to The McClean Report, to be released later this month, draws upon information contained in its Global Wafer Capacity 2021-2025 report to discuss the current high tension environment between China and Taiwan and what it could mean for the IC industry.

In IC Insights' opinion, healthy future global economic growth is increasingly dependent upon the continued introduction of advanced electronic systems. The critical components within these systems are integrated circuits (ICs), without which, advanced electronic systems cannot be produced.

The ongoing trade conflict between the U.S. and China has intensified over the past couple of years. Crippling trade sanctions, especially with regard to IC technology, that the U.S. has imposed on Huawei, China’s largest electronics company, and to a lesser extent on SMIC, China’s largest indigenous IC foundry, has, in IC Insights’ opinion, caused China to question how it will be able compete in the future IC and electronics industries. It is increasingly apparent that China’s answer to that question centers on its reunification with Taiwan.

Just how important is the small island nation of 24 million people to the IC industry? Consider the following excerpts from IC Insights’ Global Wafer Capacity 2021-2025 report and the 2021 McClean Report:

Figure 1

The bottom line is that, currently, there is no more important base of IC capacity and production than Taiwan. Moreover, China has a huge problem with its inability to produce leading-edge IC devices for its future electronic system needs—a problem that it believes can be solved through reunification with Taiwan by whatever means necessary.

While the Taiwanese economy would crater if China attempted a military takeover of the island nation, China’s economy would also suffer greatly. The question is whether China is willing to accept relatively short-term economic pain for the long term benefit of having the largest amount of the world’s leading-edge IC production capacity under its control for many years to come.

Report Details: The 2021 McClean Report

The 2021 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry was released in January 2021. A subscription to The McClean Report includes free monthly updates from March through November (including a 180+ page Mid-Year Update), and free access to subscriber-only pre-recorded webcasts through November. An individual user license to the 2021 edition of The McClean Report is available for $5,390 and a multi-user worldwide corporate license is available for $8,590. The Internet access password and the information accessible to download will be available through November 2021.

Report Details: Global Wafer Capacity 2021-2025

IC Insights’ Global Wafer Capacity 2021-2025—Detailed Analysis and Forecast of the IC Industry’s Wafer Fab Capacity report assesses the IC industry’s capacity by wafer size, minimum process geometry, technology type, geographic region, and device type through 2025. The report includes detailed profiles of the companies with the greatest fab capacity and gives comprehensive specifications on existing wafer fab facilities. Global Wafer Capacity 2021-2025 is priced at $4,890 for an individual user license. A multi-user worldwide corporate license is available for $7,590. The Internet access password and the information accessible to download will be available through November 2021.

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