Global and China IC Substrate Industry Report, 2014-2015

  • July 2014
  • -
  • Research In China
  • -
  • 97 pages

Global and China IC Substrate Industry Report, 2014-2015 contains the followings

1. Status quo of global semiconductor industry
2. Introduction of IC substrate
3. Analysis on IC substrate market
4. Analysis on IC substrate industry
5. Research on 11 IC substrate vendors
6. Research on the world’s top 4 IC substrate packaging companies.

PCB (printed circuit board) industry can be divided into three broad categories i.e. rigid PCB, flexible PCB (FPCB) and substrate. IC substrate industry suffered a continuous decline in 2012 and 2013, rooted in two aspects: first, the PC shipment declined, and CPU substrate as the main type of IC substrate enjoyed the highest average selling price (ASP); second, to suppress the development of Japanese and Taiwanese IC substrate vendors, Korean companies slashed price, Samsung Electro-Mechanics (SEMCO), in particular, implemented a nearly 30% price cut. This led to the global IC substrate industry market scale down 10.3% to USD7.568 billion in 2013. But after suffering comes happiness, IC substrate industry is expected to bloom in 2014 and 2015.

There are several factors for the growth in 2014.

First, MediaTek’s 8-core MT6592 adopts FC-CSP packaging. Released in October 2013, the chip will see shipment boost-up in 2014. Entering the age of 28nm, MediaTek will ensure uniform adoption of FC-CSP packaging; Spreadtrum from Mainland China will follow in its footsteps.

Second, LTE 4G networks are under construction, thereof IC substrate is needed by BASESTATION chip.

Third, wearable devices are invading the market, which will stimulate SiP module packaging, also needs IC substrate.

Fourth, the pursuit of ultra-thin mobile phone requires chip with good heat dissipation, FC-CSP packaging boasts obvious advantages in terms of heat dissipation and thickness. Main chip for mobile phone of the future will be the FC-CSP packaging or SiP module packaging, involving power management and memory.

Fifth, PC industry will revive in 2014. Tablet PC will not see high growth, even fall in 2014, since consumers have been aware of its function only as a toy but completely unable to compare with PC in performance, PC industry will usher in recovery. At last, SEMCO will not fall back on price-cutting competition, because it is Taiwan’s TSMC not Samsung Electronics that on track to produce Apple’s next-generation processor A8. Even slashing price, it is impossible for TSMC to turn over the order.

The global IC substrate industry market scale is expected to grow at a rate of 9.8% in 2014, and then speed up to 11.6% in 2015.

IC substrate industry falls into three camps i.e. Japan, Korea and Taiwan. Japanese companies as the IC substrate pioneer have the strongest technical strength, mastering the most profitable CPU substrate. Korean and Taiwanese companies rely on the industrial chain cooperation, the former hold about 70% of the world's memory capacity, the Apple’s processor foundry provider Samsung also can produce part of mobile phone chips.

Taiwanese companies are more powerful in the industrial chain by possessing 65% of global foundry production capacity and 80% of senior mobile phone chip foundry (by TSMC or UMC), whose margin is much higher than that of traditional electronic products, (gross margin) exceeding 50%. MediaTek’s MT6592, for instance, the foundry is charged by TSMC or UMC, the packaging is completed by ASE and SPIL, the substrate is offered by Kinsus and testing by KYEC; sharing the same factory, these vendors are pretty high-efficient.

The utterly disadvantaged Mainland Chinese companies in the industrial chain lack support from foundries and packaging companies, lagging behind Taiwanese counterparts several even a dozen years. Even Hisilicon and Spreadtrum have impressive shipments, Taiwanese companies still hold the discourse right of the supply chain.

Table Of Contents

1. Global Semiconductor Industry
1.1 Overview
1.2 IC Packaging
1.3 IC Packaging and Testing

2. IC Substrate
2.1 Introduction
2.2 Flip Chip IC Substrate
2.3 Trends

3. IC Substrate Market and Industry
3.1 IC Substrate Market
3.2 Mobile Phone Market
3.3 WLCSP Market
3.4 PC Market
3.5 Tablet PC Market
3.6 FPGA and CPLD Market
3.7 IC Substrate Industry
3.8 Wafer Foundry Market Size
3.9 Wafer Foundry Industry Competition

4. IC Substrate Vendors
4.1 Unimicron
4.2 IBIDEN
4.3 Daeduck Electronics
4.4 SIMMTECH
4.5 LG INNOTEK
4.6 SEMCO
4.7 Nan Ya PCB
4.8 Kinsus
4.9 Shinko
4.10 Kyocera SLC
4.11 ATandS

5. IC Substrate Packaging Companies
5.1 ASE
5.2 Amkor
5.3 Siliconware Precision
5.4 STATS ChipPAC
5.5 MITSUBISHI GAS CHEMICAL COMPANY

Companies Mentioned

Unimicron
IBIDEN
Daeduck Electronics
SIMMTECH
LG INNOTEK
SEMCO
Nan Ya PCB
Kinsus
Shinko
Kyocera SLC
ATandS
ASE
Amkor
Siliconware Precision
STATS ChipPAC
MITSUBISHI GAS CHEMICAL COMPANY

View This Report »

Find all the market research you need - instantly, in one place.

+1.2 Million Research Documents & Statistics +200,000 Trusted Public Sources 350 Industries With Global Coverage

24/7 Customer Support

Talk to Louis

+1 718 618 4302

Purchase Reports From Reputable Market Research Publishers

M2M device connections and revenue: worldwide forecast 2014-2024

M2M device connections and revenue: worldwide forecast 2014-2024

  • $ 7 999
  • Industry report
  • July 2014
  • by Analysys Mason

About this report This report presents the bi-annual update to our forecast for machine-to-machine (M2M) connections. It provides a detailed 10-year worldwide forecast, for eight regions, of: -M2M device ...

The M2M device connections and revenue: worldwide forecast 2014-2024

The M2M device connections and revenue: worldwide forecast 2014-2024

  • $ 7 999
  • Industry report
  • July 2014
  • by Analysys Mason

Machine-to-machine (M2M) represents a strong growth market across various industry segments. The market will grow to 3.2 billion connections worldwide by 2024, at a CAGR of 28%. Smart meters and connected ...

Fiber Optic Sensors : Global Markets

Fiber Optic Sensors : Global Markets

  • $ 6 650
  • Industry report
  • June 2014
  • by BCC Research

This BCC Research study analyzes the status of global markets for fiber optic sensors, taking into account market conditions and opportunities in regional areas spread worldwide. It also considers potential ...

Global Markets For Transformers

September 2014 $ 6 650

ReportLinker is an award-winning market research solution that finds, filters and organizes the latest industry data so you get all the market research you need - quickly, in one place.