半导体行业的发展趋势 2010 普华永道(4)

中国半导体行业历史及现状

Contents

4 A change of pace for the semiconductor industry? Contents Preface.................................................................................................................3 Figures.................................................................................................................6 Tables...................................................................................................................7 Abbreviations........................................................................................................8 A Summary......................................................................................................10 1 The main results – an overview...................................................................10 2 Structure of the study...................................................................................11 Guest article by Peter Bauer, CEO, Infineon Technologies AG........................12 B The semiconductor industry.........................................................................14 1 Market structure...........................................................................................14 2 Semiconductors in the crisis........................................................................19 Related discussion: the semiconductor value chain..........................................23 3 Analysis of the competition..........................................................................27 4 Summary of results and outlook..................................................................31 C Technology and trends.................................................................................33 1 Production capacity......................................................................................33 Related discussion: complementary metal-oxide semiconductors (CMOS)......34 2 Feature sizes................................................................................................34 3 Enhanced functionality.................................................................................38 4 Wafer sizes..................................................................................................40 D Sales forecasts.............................................................................................42 1 The semiconductor market according to applications..................................42 2 The semiconductor market according to installed components...................46 3 The semiconductor market: a regional comparison.....................................49 E Conclusion and outlook................................................................................52