Everything you want to know about semiconductor and EV car, battery industry
FOCUS
Semiconductors
Electric Vehicle
South Korea
Japan
China
Taiwan
Singapore
India
Malaysia
Thailand
Indonesia
Taiwan EV battery Industry
South Korea EV battery Industry
Japan EV battery Industry
China EV battery Industry
Indonesia EV battery Industry
Malaysia EV battery Industry
Thailand EV battery Industry
India EV battery Industry
Singapore EV battery Industry
Indonesia is the world's largest producer of processed nickel and home of 23.7% of the world's nickel reserves.

Major Suppliers (materials):
  1. Tsingshan Holding Group
  2. Vale
  3. AnTam
Malaysia is the only Southeast Asian country to have upstream, middle stream, and downstream automotive players all clustered in one country

Major Suppliers (materials):
  1. OM Materials
  2. Ta Win Holdings
  3. Ye Chiu Non-Ferrous Metal
Thailand has become one of the world-leading automotive supply chain sectors and is experiencing an abundance of successful growth.

Major Suppliers:
  1. Beta Energy Solutions
  2. Global Power Synergy
  3. Charoen Pokphand
A series of Make-in-India initiatives, followed by interests from companies of all sizes, investment in EV supply chain in India is increasing.

Major Suppliers:
  1. TDSG
  2. C4V
  3. Nexcharge
Singapore has a robust EV battery innovation ecosystem that creates a diverse and dynamic industry landscapes.

Major Suppliers:
  1. SES Holdings
  2. Durapower
  3. Liron Lib Power
China has the world’s largest EV market and it also manufactures the most EV batteries in the world. According to SNE Research, the global EV battery usage in 2021 is 296.8GWh, of which China takes up more than 50%.
Major Suppliers:
  1. CATL
  2. BYD
  3. CALB
South Korea has top three EV battery manufacturers controlling about one third of the global battery market. It has unveiled an ambitious plan in July 2021 to invest KRW 40.6 trillion (US$35.4 billion) in its EV battery sector by 2030.
Major Suppliers:
  1. LGES
  2. SK On
  3. Samsung SDI
With a world-leading battery supplier, Panasonic, Japan is now devoted itself to developing solid-state batteries.

Major Suppliers:
  1. Panasonic
  2. Prime Planet Energy & Solutions
  3. Sumitomo Matal Mining (SMM)
The EV industry in Taiwan is still at its nascent stage. Major IT and ICT suppliers are now established battery-related units to enter this field.

Major Suppliers:
  1. E-one Moli Energy
  2. Molie Quantum Energy
  3. ProLogium Technology

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  • Northeast Asia EV Battery Industry
  • Southeast Asia and India EV battery Industry
  • EV battery tech trends
South Korea
Japan
China
Taiwan
European
US
Taiwan’s Semiconductor Industry
South Korea’s Semiconductor Industry
Japan’s Semiconductor Industry
China’s Semiconductor Industry
European Semiconductor Industry
US Semiconductor Industry
China stepped up its semiconductor development at the turn of the century. The current output value of China's semiconductor industry is US$66.1 billion, accounting for 7% of the global total in 2021. China is still outside of top four in the global semiconductor race, but it has a “wild card” in the form of its enormous home market and the Chinese government’s ambitions enabling its competition in the global race.

Major companies:
  1. Will Semiconductor (IC design)
  2. SMIC (Foundry)
South Korea excels in memory industry with output value of US$105 billion plus US$20.1 billion from wafer foundry in 2021. Both sectors contributed a total of $125.1 billion, representing 95% of the output of the entire Korean semiconductor industry. The county’s entire semiconductor industry had an output value of US$131.8 billion, accounting for 15% of the global supply chain.

Major companies:
  1. Samsung (IDMs)
  2. SK Hynix (Memory)
Renesas, Kioxia, Rohm and IC design house Socionext from Japan reported total revenue of US$36.7 billion, accounting for a moderate 6.6% of the global market in 2021. Japan is quite advanced in the materials, equipment and image processing technologies. Sony and Denso are TSMC's primary partners in the investment project in Kumamoto.

Major companies:
  1. Renesas (IDMs)
  2. Rohm (IDMs)
  3. Kioxia (Memory)
  4. Socionext (IC design)
Taiwanese firms are well known for its wafer foundry and IC design industry sectors, it generated revenue of US$44.8 billion from IC design and IP sectors with about 24% of the global market share in 2021, while the revenue of wafer foundry reached US$71 billion, accounting for 67% of the global total.

Major companies:
  1. TSMC (Foundry)
  2. UMC (Foundry)
  3. MediaTek (IC design)
  4. Novatek (IC design)
  5. Realtek (IC design)
Led by STMicroelectronics, NXP, and Infineon, European manufacturers represent 8.5% of the global market share in 2021. Automotive chips will be the strategic products for all automotive players to cash in on future business opportunities. European manufacturers have undertaken relatively less capacity expansion in the past few years.

Major companies:
  1. Infineon (IDMs)
  2. NXP (IDMs)
  3. STMicroelectronics (IDMs)
The US IDMs and IC design houses create US$273.9 billion in market value and account for 49.3% of market share in 2021. In addition, the US-based equipment providers and suppliers of IP and design tools account for 40.4% of the global industry output of US$359.8 billion.

Major companies:
  1. Intel (IDMs)
  2. Texas Instruments (IDMs)
  3. Nvidia (IC design)
  4. Qualcomm (IC design)
  5. AMD (IC design)
  6. Micron (Memory)

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  • Geopolitics & Semiconductors Part 1
  • Geopolitics & Semiconductors Part 2
REPORTS
Geopolitics & Semiconductors (Part 1)

The semiconductor market has been thrown into disarray by global developments over the past few years: the COVID pandemic and the US-China trade war, both of which are sending governments and companies rethinking their strategies. While the COVID impacts seem to be coming to an end, the geopolitical tensions, first triggered by US president Donald Trump’s trade sanctions on Chinese tech giant Huawei, promise to linger in the form of what some describe as a New Cold War centering more around tech prowess than military might.

At any rate, the production ecosystems are heading towards further decentralization with suppliers having to set up diverse sites to serve clients from different camps – split along the politico-economic divide between China and the rest of the world. And major players in the semiconductor sector are looking at ways to improve self-sufficiency or securing partnerships with others, such as Taiwan, whose dominance in the wafer foundry sector has been the envy of the rest of the world. Taiwan is among the top players in the world of semiconductor, forming part of the so-called “IT first island chain” with Japan and South Korea in the US latest move to contain China. In turn, China has made aggressive plans to raise its semiconductor self-sufficiency, trying to leverage its huge domestic market, which normally accounts for about one fourth of global semiconductor consumption. But in terms of output value and technological capacity, China still lags behind the US, South Korea and Taiwan.

This white paper discusses the impact of geopolitics on the semiconductor supply chain and explores the possibility of coopetition among the major countries and companies in the race.

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Geopolitics & Semiconductors (Part 2)

Major players in the semiconductor sector are looking at ways to improve self-sufficiency or secure partnerships with others, such as Taiwan, whose dominance in the wafer foundry sector has been the envy of the rest of the world.

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China, South Korea, Japan, Taiwan EV battery supply chains

East and Northeast Asia plays a dominant role in the global supply of EV-use batteries. Six out of the top 10 battery manufacturers in 2021 are from China or related to it.

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Indonesia, Malaysia, Thailand, India, and Singapore

Southeast Asian countries and India are preparing to catch up with their partners in North Asia, to fulfill the high-rising EV demand. With profound reserves of raw materials - nickel, copper, manganese, and aluminum, countries like Indonesia and Malaysia, are in good positions to develop their EV and EV battery industries.

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Tech trends, promising startups

Vehicle sales in 2020 and 2021 showed widespread adoption of battery electric vehicles (BEVs). Typical BEVs currently use lithium-ion batteries, which are unstable and require expensive rare minerals, notably cobalt.

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