Chinese semiconductor industry

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56860

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That is absolutely great, that means that means that in just 5 years Chinese SME manufacturers manage to catch 30% of the market and 50% of the component market.
Chinese SME took up 3% of the global market share in 2020

16373215681609.jpg


This is phenomenal progress in the space of a single year.
 

ZeEa5KPul

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Chinese SME took up 3% of the global market share in 2020

16373215681609.jpg


This is phenomenal progress in the space of a single year.
The actual size of the Chinese producers is unknowable. This relies on reported earnings, and only publicly traded companies report earnings publicly. Companies with private investors don't have to report anything to anybody except the government on their tax filings, and that isn't public information.
 

56860

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The actual size of the Chinese producers is unknowable. This relies on reported earnings, and only publicly traded companies report earnings publicly. Companies with private investors don't have to report anything to anybody except the government on their tax filings, and that isn't public information.
its a good approximation. Private companies likely have a negligible share of the market anyway. Anyway I just hope the source @Zli provided is accurate
 

ZeEa5KPul

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its a good approximation
Proof?
Private companies likely have a negligible share of the market anyway.
Who said that? It could be true, but it's not something that can be just assumed, especially in as young a semiconductor market with a premium on secrecy.
Anyway I just hope the source @Zli provided is accurate
You're taking information from a mentally ill troll who had at least a dozen alts banned.
 

56860

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Non-American doesn't mean Chinese. It could also mean Dutch or Japanese and since litho (ASML) and the photoresist processing (Tokyo Electon) are not American but also not-Chinese, that 30% non-American is a much smaller Chinese proportion.
This is also for high end nodes <28nm

We can assume the localization rate for >28nm is higher

If we can get to just 10% localization of SME for high end nodes, the toughest bottleneck for China, that is honestly a massive win already

All in all, fantastic news.
 

56860

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don't have any, but it's common sense. Private companies are smaller in scale and generate less profits than public companies.
Who said that? It could be true, but it's not something that can be just assumed, especially in as young a semiconductor market with a premium on secrecy.
It's the closest we can get to the truth.
You're taking information from a mentally ill troll who had at least a dozen alts banned.
He's posting really encouraging news though.
 

ZeEa5KPul

Colonel
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don't have any, but it's common sense. Private companies are smaller in scale and generate less profits than public companies.
You're talking about the largest public companies vs the largest private ones. That doesn't tell you about how companies are distributed within those bounds, especially not for a market like semiconductors which encourages hyper-specialization around niche/low-volume products.
It's the closest we can get to the truth.
It's the closest you feel you can get to the truth. The truth is this is an iceberg and we're only seeing the tip of it. We have no idea about the size of the submerged part, and China has every incentive to keep that secret.
He's posting really encouraging news though.
Nobody should interact with him. But he's gone as soon a moderator logs in and sees the volume of reports about him; then he'll go into his hole for a couple of weeks and re-emerge with a new alt. He's the herpes of SDF.
 

56860

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Not really: The US, Japan and Netherlands can cut off equipment at any moment for any reason.
Yeah, and compared to where China was a year ago, China is now in a much better spot to handle this situation.
 
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