Semiconductor Industry Research Report in 2022 From Guosheng securities
The following is the Semiconductor Industry Research Report in 2022 From Guosheng securities recommended by recordtrend.com. And this article belongs to the classification: Brokerage Report, Hardware equipment industry.
The semiconductor business cycle continues. In 2022, the industry will achieve the third consecutive year of growth. Driven by digital economic intelligence applications such as automobiles, servers, the Internet of things and 5g, the super boom cycle of the semiconductor market since 2019 is expected to last for three years. In terms of downstream applications, the edge side is regarded as a rising star, and the data center and automobile will lead the industry growth with a high growth rate.
Platform expansion is the king. By combing in detail the growth paths of the three major U.S. stock companies NVIDIA, Ti and Broadcom, we explore the way for A-share semiconductor companies to become bigger and stronger. Previously, it has been continuously emphasized that the essence of science and technology enterprises lies in innovation. In the past five years, we have focused on the expansion and growth of science and technology enterprises relying on science and technology dividends. The research on effective R & D investment and effective R & D output value can effectively and prospectively judge the growth direction, speed and space of the enterprise.
Up to now, a number of Companies in Chinese Mainland, represented by Weill, Zhaoyi innovation, Zhuosheng micro and Ziguang Guowei, have a market value of more than 100billion, and a number of companies represented by LanChi technology, Shengbang shares and sirip, have a market value of more than 50billion. In addition, a considerable number of companies have a market value of 30-50billion. In 2021, benefiting from the industry boom cycle, the “shortage and price increase” companies increased relatively higher. In the next stage, we believe that the investment focus of semiconductor design will shift from the price factor to the platform expansion of the enterprise itself, and we are optimistic about the rise of platform leaders!
With the continuous expansion of mature processes and the continuous improvement of localization, equipment and materials will still be the main line in 2022. In 2020, Chinese Mainland will become the world’s largest semiconductor equipment market. According to semi, the mainland equipment market accounted for less than 10% of the global market before 2013, increased to 10~20% from 2014 to 2017, and remained above 20% after 2018. The share showed an upward trend year by year. In 2020, the domestic wafer factory was invested and the semiconductor industry increased investment. The scale of the mainland semiconductor equipment market ranked first in the world for the first time, reaching US $18.1 billion, a year-on-year increase of 35.1%, accounting for 26.2%. The mainland equipment market is still expected to grow further. The localization rate of mainland manufacturers is currently low, and the share is expected to increase rapidly.
The progress of domestic materials is rapid and the growth rate is huge. The progress of localization remains to be seen. Below, we have excerpted the electronic material revenue of some electronic semiconductor material manufacturers. From a comprehensive point of view, by the first half of 2021 (or 21q3), the revenue of the following semiconductor material manufacturers has shown explosive growth. We believe that this is the result of the accumulation of technologies and processes in China’s semiconductor material industry, the promotion of downstream production expansion and the acceleration of localization, which has helped the vigorous development of various manufacturers in China’s semiconductor material industry.
We judge that the breakthrough of vehicle specification level is the most important direction of A-share semiconductor competition in the future. In 2021, more and more semiconductor companies will launch vehicle specification level new products or achieve large-scale volume and share improvement in the downstream. In 2022, the “vehicle content” of Chinese semiconductor companies is expected to be further improved. Among them, the three categories of sensing and computing + power semiconductors are the main battlefield for domestic companies to break through.
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