Here is the link to the original iSuppli source article:
isuppli.com
Intel Retains Lead in 2002 Chinese Semiconductor Market
by Byron Wu
Senior Analyst, Manager China Research
The world�s largest chipmaker has retained its leading position in the fastest-growing chip market last year, as Intel Corp. remained the number-one semiconductor supplier in China in 2002, according to iSuppli Corp. research. Semiconductor sales in China are rising at a blistering pace, surpassing the growth rates of other major regions by wide margins, and making China one of the world�s most dynamic markets for chips. Worldwide semiconductor revenue grew by only 1.5 percent in 2002. In contrast, China�s semiconductor revenue rose 40.8 percent to $20.1 billion, up from $14.3 billion in 2001, according to iSuppli.
Intel in the Lead
iSuppli�s ranking accounts for sales of all semiconductors, including memory ICs, microcomponents, logic ICs, analog ICs, discretes, optical semiconductors and sensors in China and Hong Kong. Sales in Taiwan are excluded from the ranking.
Intel Corp. retained its position as the leading semiconductor supplier in China in 2002, with its sales growing 34.6 percent compared to 2001. The microprocessor giant benefited greatly from the brisk growth in China�s desktop and notebook PC markets last year.
nVidia Corp. also was a major beneficiary of the growth in China�s market. Its sales in China soared to $956 million in 2002, up more than 60 percent from $596 million in 2001. Meanwhile, Advanced Micro Devices Inc., another key supplier of microprocessors and memory to China, lost ground, with its market share slipping to No. 12 in 2002, down from No. 8 in 2001.
Although it ranked as the second-place semiconductor supplier in China in 2001, Toshiba Corp. was surpassed by STMicroelectronics and Philips Semiconductors in 2002. The two European companies racked up strong performances in China�s consumer electronics market. Most Chinese TV makers use semiconductors from either Toshiba or Philips.
Texas Instruments Inc. retained its position as the sixth-ranked semiconductor supplier in China in 2002, with its sales growing 57.9 percent from 2001. The company�s outstanding growth in wireless communications springs from its position as the leading supplier of baseband ICs to Chinese makers of mobile phone handsets.
With its success in China�s Code Division Multiple Access (CDMA) market, Qualcomm Inc. also experienced strong growth in 2002 with its wireless semiconductor sales rising 53.4 percent compared to 2001.
Chinese Suppliers Lag
No domestic Chinese company generated enough revenue to make it into the Top 30 ranking. However, four indigenous semiconductor suppliers ranked in the Top 100 semiconductor suppliers in China:
* Shanghai Belling Co. Ltd.
* Hangzhou Silan Microelectronics Co. Ltd.
* Jinlin Sino-Microelectronic Co. Ltd.
* Wuxi China Resources Semic Co. Ltd.
Glancing at the Top 100, it is easy to see that China relies heavily on foreign suppliers of semiconductors and electronic components.
China Chip Channels
iSuppli research indicates that 64 percent of the nation�s semiconductor consumption was fulfilled by semiconductor suppliers directly or through their distributors in China/Hong Kong in 2002, as compared with 59 percent in 2001. Thus, a substantial portion of semiconductors are purchased elsewhere, such as Taiwan, Singapore or Japan, before shipment to China.
This situation results from the complexities of the supply chain business model. Much of the production performed by Electronic Manufacturing Service (EMS) providers and Original Design Manufacturers (ODMs) has been transferred to China.
With more designs moving to China and greater purchasing authority occurring within the country, iSuppli estimates that by 2007, 75 percent of China�s total semiconductor consumption will be accounted for within China. This will translate into semiconductor sales in China worth an estimated $62.1 billion in 2007.
That amount is about 40% of last year's (2002) total world semiconductor revenue, so that is not small fries.
All the best
Cor
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