ASIA’S MICROELECTRONICS MARKET: CHINA, HONG KONG, INDIA, INDONESIA, JAPAN, KOREA, MALAYSIA, SINGAPORE, AND TAIWAN

Chapter 1 Introduction 1-1

1.1 Asian Economic Trends 1-2

Chapter 2 People's Republic of China 2-1

2.1 Macroeconomic Assessment 2-2
2.2 Policy Developments 2-4
2.3 Outlook 2-5
2.4 Microelectronics Industry 2-7
2.4.1 Introduction 2-7
2.4.2 Electronics Industry 2-9
2.5 IC Industry 2-13
2.5.1 Driving Forces 2-13
2.5.2 Fab Capabilities 2-19
2.5.3 Foundries 2-26
2.5.4 IC Assembly Operations 2-30
2.5.5 IC Design 2-31

Chapter 3 Hong Kong, China 3-1

3.1 Macroeconomic Assessment 3-2
3.2 Policy Developments 3-3
3.3 Outlook 3-5
3.4 Information Technology Equipment Industry 3-7
3.4.1 Introduction 3-7
3.4.2 Sales Channels 3-11
3.4.3 Industry Trends 3-11
3.4.4 Trade Measures Affecting Exports of Electronics 3-11
3.4.5 China's WTO Accession 3-12
3.4.6 Product Trends 3-13
3.5 Electronic Components 3-13
3.5.1 Introduction 3-13
3.5.2 Sales Channels 3-17
3.5.3 Industry Trends 3-18
3.5.4 Factors Affecting Exports of Electronics 3-18
3.5.5 Product Trends 3-19
3.6 Telecommunications Equipment Industry 3-19
3.6.1 Introduction 3-19
3.6.2 Sales Channels 3-25
3.6.3 Industry Trends 3-25
3.6.4 Factors Affecting Exports of Telecom Equipment 3-26
3.6.5 Product Trends 3-27

Chapter 4 India 4-1

4.1 Macroeconomic Assessment 4-2
4.2 Policy Developments 4-4
4.3 Outlook 4-6
4.4 Microelectronics Industry 4-7
4.4.1 Introduction 4-7
4.4.2 Semiconductor Production 4-7
4.4.3 Industry Performance 4-10
4.5 Electronic Production 4-14
4.6 India Venture Capital 4-18
4.7 Special Investment Programs 4-19
4.7.1 Introduction 4-19
4.7.2 Electronics Hardware Technology Park Scheme (EHTP) 4-20
4.7.3 Software Technology Park (STP) Scheme 4-21
4.7.4 Software Technology Parks of India 4-21
4.7.5 Export Processing Zones/ 100% Export Oriented Units Scheme 4-22
4.7.6 Process Of Approval 4-24
4.7.7 Government Approval 4-25

Chapter 5 Indonesia 5-1

5.1 Macroeconomic Assessment 5-2
5.2 Policy Developments 5-4
5.3 Decentralization in Indonesia 5-5
5.4 Outlook 5-5
5.5 Indonesia Information Technology Infrastructure 5-7
5.5.1 Introduction 5-7
5.5.2 Electronics 5-8
5.6 Investor Nightmare 5-9

Chapter 6 Japan 6-1

6.1 Macroeconomic Assessment 6-2
6.2 IT Industry 6-3
6.2.1 Mobile Market 6-3
6.2.2 Internet Use 6-5
6.2.3 Consumer Electronics Industry 6-6
6.3 Japanese IC Industry 6-8
6.3.1 Battered Industry 6-8
6.3.2 Foundry Plans 6-12
6.3.3 Withdrawal from DRAM 6-12
6.3.4 Trend in Partnerships 6-16
6.3.5 Lower Cost Structure – Minifabs 6-17

Chapter 7 Republic of Korea 7-1

7.1 Macroeconomic Assessment 7-2
7.2 Policy Developments 7-3
7.3 Outlook 7-5
7.4 IT Industry 7-7
7.4.1 Introduction 7-7
7.4.2 Telecom 7-8
7.4.3 Internet 7-9
7.5 Semiconductor Industry 7-12
7.5.1 Introduction 7-12
7.5.2 DRAM Industry 7-14
7.5.3 Flash Memory Industry 7-15
7.5.4 Semiconductor Facilities 7-16
7.5.5 Semiconductor Supply Industry 7-18
7.6 Packaging Industry 7-20

Chapter 8 Malaysia 8-1

8.1 Macroeconomic Assessment 8-2
8.2 Policy Developments 8-4
8.3 Outlook 8-4
8.4 Technology Infrastructure 8-6
8.4.1 Introduction 8-6
8.4.2 Malaysia’s ICT Industry 8-10
8.4.3 Display Devices 8-15
8.4.4 Electronics Telecommunications Equipment 8-15
8.4.5 Electronics Contract Manufacturing 8-16
8.5 Semiconductor Infrastructure 8-16
8.5.1 Semiconductor Industry 8-16
8.5.2 Semiconductor Manufacturers 8-21

Chapter 9 Singapore 9-1

9.1 Macroeconomic Assessment 9-2
9.2 Policy Developments 9-4
9.3 Outlook 9-5
9.4 Electronics Infrastructure 9-7
9.4.1 Introduction 9-7
9.4.2 EDB Industry Clusters – Electronics 9-17
9.5 Semiconductor Industry 9-21
9.5.1 Introduction 9-21
9.5.2 Semiconductor Fabs 9-21
9.5.3 Semiconductor Equipment & Materials Industry 9-28
9.5.4 Research and Development 9-29

Chapter 10 Taiwan 10-1

10.1 Macroeconomic Assessment 10-2
10.2 Policy Developments 10-4
10.3 Outlook 10-5
10.4 Semiconductor Industry 10-6
10.4.1 Introduction 10-6
10.4.2 Semiconductor Equipment and Materials 10-17
10.4.3 IC Packaging & Testing 10-20
10.4.4 Semiconductor Fabs 10-24
10.5 Taiwan's IT industry 10-37

LIST OF FIGURES

2.1 GDP Growth - China 2-3
2.2 China IC Demand Versus Supply 1995-2018 2-14
2.3 China’s Memory Demand 2-16
2.4 China’s IC Applications 2-17
2.5 Silicon Wafer Technology Levels In China 2-21
2.6 China Silicon Wafer Output Forecast 2-22
2.7 Growth Of China’s IC Design Houses 2-32
2.8 China’s Design Capabilities By Linewidth 2-34
2.9 China Design Houses By Location 2-36
3.1 Contributions To Growth (Supply) – Hong Kong 3-4
4.1 GDP Annual Growth 4-3
4.2 Electronics Production Profile 4-15
5.1 GDP Growth - Indonesia 5-3
5.2 Foreign Investment To Indonesia 5-11
6.1 Semiconductor Sales by World Region 6-11
6.2 Operating Income Of Japanese IC Companies 6-13
6.3 HALCA Project Objectives 6-19
6.4 Fab Tool Overcapacity 6-22
6.5 Comparison Of Electric Consumption 6-23
7.1 GDP Growth - Korea 7-4
7.2 South Korea Internet Speed 7-10
7.3 Number Of Internet Users 7-11
8.1 GDP Growth - Malaysia 8-3
8.2 Malaysia’s Industrial Production 8-8
8.3 Exports of Semiconductors and Electronic Equipment 8-19
8.4 X-Fab Roadmap 8-22
8.5 Siltera Malaysia Roadmap 8-23
9.1 Singapore GDP Growth 9-3
9.2 Capacity Of Major Foundries 9-23
9.3 SSMC’s Technology Roadmap 9-27
10.1 Taiwan’s Electronic Production 10-3
10.2 World Foundry Capacity Breakdown By Country 10-15
10.3 300mm Installed Capacity 10-16
10.4 Packaging Materials Forecast By Region 10-23
10.5 Market Share Of IC Foundries 10-25
10.6 Production Value Of Taiwan’s Photonics Industry 10-41
10.8 Evolution Of Taiwan’s Photonics Industry 10-43

LIST OF TABLES

1.1 GDP Growth Developing Asia 2007-Present 1-4
2.1 Major Economic Indicators - China 2-6
2.2 China’s Electronics Industry 2-12
2.3 China’s IC Production 2-15
2.4 China’s 8- And 12-Inch Fabs and Foundries 2-23
2.5 Worldwide Foundry Capacity 2-27
3.1 Major Economic Indicators - Hong Kong 3-6
3.2 Performance Of Hong Kong's Exports Of IT Equipment 3-8
3.3 Total IT Equipment Exports By Products 3-9
3.4 Total IT Equipment Exports By Major Markets 3-10
3.5 Performance Of Hong Kong's Exports Of Electronics 3-14
3.6 Total Electronics Components Exports By Major Markets 3-15
3.7 Total Electronics Components Exports By Products 3-16
3.8 Performance Of Hong Kong's Exports Of Telecommunications
Equipment 3-21
3.9 Total Telecommunications Exports By Categories 3-22
3.10 Total Telecommunications Exports By Major Markets 3-23
4.1 Major Economic Indicators - India 4-5
4.2 Market Share Of Semiconductor Applications 4-9
4.3 Electronics Production In India 4-13
5.1 Major Economic Indicators - Indonesia 5-6
6.1 Japan’s Mobile Subscriber Market 6-4
6.2 Japanese IC Sales Leaders 6-10
6.3 DRAM Market Leaders 6-14
7.1 Major Economic Indicators 7-6
7.2 Competitiveness Of Semiconductor Equipment Industry By Country 7-20
8.1 Major Economic Indicators 8-5
8.2 Malaysia's IT Industry Billings 8-11
8.3 Malaysia’s Statistics For PCs and Internet 8-14
8.4 Share Of Total Malaysia Semiconductor Sales 8-18
9.1 Major Economic Indicators Singapore 9-6
9.2 Economic Contribution By Electronics Industry 9-12
9.3 Domestic Exports Of Electronics 9-13
9.4 Electronics Trade Singapore 9-14
9.5 Share Of Output 9-16
10.1 Taiwan’s Electronic Production 10-7
10.2 Major Indices for Taiwan IC Industry 10-8
10.3 Top 10 Fabless companies in Taiwan 10-10
10.4 Major Indices of Taiwan IC Fabrication Business 10-11
10.5 Top 10 Fabrication Companies in Taiwan 10-13
10.6 Top 10 Import/Export Regions of Taiwan IC Market 10-14
10.7 Equipment Forecast By Region 10-18
10.8 Semiconductor Materials Consumption by Region 10-19
10.9 Major Indices Of Taiwan Packaging And Testing Industry 10-21
10.10 Top 10 IC Packaging And Testing Companies 10-22
10.11 TSMC’s Capacity And Utilization Rates 10-26
10.12 TSMC’s Silicon Foundry Fabs 10-27
10.13 UMC‘S Fabs 10-29
10.14 Powerchip Semiconductor’s Fabs 10-32
10.15 Production Value Of Taiwan’s ICT Industry 10-39