The intensifying US-China tensions are driving Beijing to accelerate its push for semiconductor self-sufficiency. China's 14th 5-year plan running 2021-2025 will focus its IC industry development on third-generation semiconductors such as GaN and SiC. For the semiconductor market, the lingering pandemic has not prevented it from growing, and the chipmaking equipment and materials market has a rosy outlook next year. But in the lackluster handset market, PCB suppliers are expecting much this year. They expect limited ASP growth in 2020, as PCB specs for flagship smartphones have not seen major upgrades.
China revving up to develop 3rd-gen IC materials, quantum computers: China will be stepping up the development of its homegrown third-generation semiconductor materials and quantum computers in the next 5-10 years seeking to fully wean itself off US influence in the next-generation segments, according to industry sources.
Semiconductor market set for growth in 2021: Despite the prevailing pandemic-induced economic uncertainty, the global semiconductor market is poised for growth in 2021, according to SEMI.
Handset PCB makers see limited room for ASP growth in 2020: PCB makers are cautious about their ASP growth this year due to insignificant specs upgrades in flagship smartphones rolled out by their China-based clients, according to industry sources.
