China buys more than half of the semiconductors manufactured in the world and yet only produces less the 10% of their own demand. Recently there have been a lot of announcements out of China about large scale investments in semiconductor manufacturing. The Chinese government for example has announced plans to invest $161 billion… Read More
Tag: south korea
China moves from manufacturer to full supplier
CES 2017 wrapped up last week in Las Vegas. The show had over 175,000 attendees and over 3,800 exhibiting companies, according to the organizer, the Consumer Technology Association (CTA). The U.S. had the most companies exhibiting at CES with 1,755. China was close behind at 1,575 companies according to Benjamin Joffe’s article… Read More
Shifting Asia Electronics Production
Japan emerged as the largest supplier of consumer electronics in the 1980s. The Japan surge was driven by lower cost labor than in the U.S. and Europe as well as innovative products from companies such as Sony, Toshiba and Panasonic (formerly Matsushita). By the 1990s much consumer electronics production shifted to South Korea… Read More
Is Fab Business The Forte of APAC?
A little ago, I was looking at the top20 semiconductor companies in the world and was surprised to see a couple of large companies in Taiwan and South Korea garnering >34% of total sales (See – Look who is Leading the World Semiconductor Business). This time it’s another surprise, when I look at IC Insights report on global 300mm… Read More
Can China alone drive semiconductor growth?
Production of electronic equipment (including computers, communications, consumer, etc.) has been sluggish over the last year in all key regions of the world except China. The chart below shows three-month-average change versus a year ago for electronics production in local currency through April 2013 (May 2013 for China).… Read More