With semiconductor becoming a strategic asset and the pressure of electric vehicle (EV) transformation looming, Japan has developed an industry revitalization policy to encourage international and local companies to expand their investment in Japan through subsidies.
In the coming years, the semiconductor industry is expected to see a strong market, and TSMC and other foundries are expanding their facilities and investments. All upstream and downstream industry players - including those in the foundry, packaging material, and fab tool sectors - are all keen on making investments. Taiwan's role in the supply chain is becoming increasingly important.
The shortage of chips is still a headache for Asian technology companies and major carmakers. As the US Department of Commerce's deadline for semiconductor companies to turn over critical information approaches, it remains to be seen whether the department will be able to find a way to ease the bottleneck in semiconductor supply as it claims.
China government has always attached great importance to advances of the semiconductor sector, but semiconductors' vital role to industrial and national development is clear amid the country's trade war with the US. This Digitimes Research Special Report reviews the results of China's efforts to build its semiconductor ecosystem during the 13th 5-year Plan (2015-2020), and looks at the plans set out in its 14th 5-year Plan (2021-2025) to raise China's IC self-sufficiency.
This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by China's makers.
In 2016, China's smartphone panel capacity is expected to increase steadily, with BOE and Tianma expanding 6G capacity and GVO and Truly Optoelectronics increasing their share of handset panel production. This Digitimes Research Special Report analyzes the key trends affecting China's smartphone panel industry including LTPS and AMOLED technology developments, the role of smartphone makers in the supply chain, capacity expansion plans and panel pricing for each market segment.