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China Semiconductor Industry Association(CSIA) expresses to work with the industry worldwide to ensure global semiconductor supply chain integrity in its Chinese New Year letter
Chinese article by 张未名
English Editor 张未名
02-02 10:10


China Semiconductor Industry Association (CSIA) sends a Chinese New Year Greetings letter to the global industry on January 31, hoping to work closely with global semiconductor industry colleagues. 

On its website, the CSIA letter said, “Through multilateral and bilateral cooperation platforms within the semiconductor industry, the industry and enterprises can enhance exchanges and mutual trust, jointly maintain the globalization key character in the global semiconductor industry, and ensure the integrity of the supply chain. We should avoid politicizing economic issues and overextending national security. We should promptly resolve disputes and problems in global cooperation and avoid industrial fragmentation.

The global semiconductor industry should strengthen cooperation, analyze bottlenecks in the development of the semiconductor industry and submit suggestions to their respective governments. We should jointly carry out research on semiconductor technology and industry development, promote open knowledge and enhance exchanges and cooperation in scientific research and innovation. ”


The full text of the CSIA message is as follows:

The past year 2021 has been an extraordinary while turbulent year for the global and Chinese semiconductor industry. In 2021, COVID-19 is still raging and may continue to be a constraint on the development of the semiconductor industry; Chip supply shortages have hung over the entire year of 2021 and as many as 169 industries around the world have been affected to some extent, ranging from automobiles, steel products, concrete production, and air conditioning, according to Goldman Sachs’ report. Geopolitics still has a profound impact on the development of the global semiconductor industry, adding uncertainty to the development of the global semiconductor industry.

In 2021, despite many unfavorable factors, the global semiconductor market hit a record high of $552.9 billion, with a compound annual growth rate of 25.6%, driven by the digital economy and carbon neutrality. As an important part of the world's largest IC market and an important part of the global semiconductor supply chain system, China imported 635.481 billion integrated circuits in 2021, up 16.9% year on year, and the amount reached $439.694 billion, up 15.4% year on year. Imports account for more than 20 percent of the global semiconductor trade.  The booming global consumer electronics market and consumer electronics manufacturing bring good development opportunities to the global and Chinese semiconductor industry. According to our estimates, in 2021 China's integrated circuit industry sales revenue is expected to increase about 18%, China's integrated circuit industry sales revenue will break trillion yuan for the first time, and join the trillion-yuan industry circle.

As the world's major electronic information manufacturing base, China has become the world's largest semiconductor application market for many consecutive years. Semiconductor companies around the world can enjoy the dividends of growth in the Chinese market. China is also one of the fastest-growing regions in the semiconductor industry. In the development of the global semiconductor industry, China needs the world, and the world also needs China.

In 2021, due to the geopolitical influence, the semiconductor has also become the focus of the global technological and economic competition. In 2021, various countries have introduced policies and measures to develop the local semiconductor industry and strengthen the supply diversification and autonomy of the domestic semiconductor industry chain to enhance the control of key technologies. In the long run, the global supply chain of semiconductors has the risk of decoupling, which will inevitably lead to the restructuring of the layout of the global semiconductor industry, so that the global semiconductor industry, especially the supply chain, will remain in turbulence and uncertainty. According to the industry estimates, if the global semiconductor supply chain is decoupled, the global industry needs to increase additional investment of $500 billion to $1 trillion, and the cost of semiconductor products will increase by 35% to 65%, which will be transmitted to related industries and cause a shock to the global economy.

Facing the risks and challenges, China Semiconductor Industry Association hopes that the healthy development of the global semiconductor industry will bring benefits to the whole of mankind and inject vitality into the global economy. To this end, the China Semiconductor Industry Association hopes to work in the Chinese New Year with colleagues from all walks of life in the Chinese semiconductor industry:

Seize the historic opportunity of China's semiconductor industry development, adhere to open sharing, struggle together, keep innovating, overcome difficulties, strengthen cooperation and exchanges and ecological building among industries, continue to promote the optimization of industrial development environment, strive to create an orderly flow of production factors, efficient allocation of resources, and deep integration of semiconductor industry ecosystem, build a fair and transparent market environment for domestic and foreign enterprises, and make new contributions to the development of the global semiconductor industry!

We would also like to work with our colleagues in the semiconductor industry around the world:

Through multilateral and bilateral cooperation platforms within the semiconductor industry, the industry and enterprises can enhance exchanges and mutual trust, jointly maintain the globalization key character in the global semiconductor industry, and ensure the integrity of the supply chain. We should avoid politicizing economic issues and overextending national security. We should promptly resolve disputes and problems in global cooperation and avoid industrial fragmentation.

The global semiconductor industry should strengthen cooperation, analyze bottlenecks in the development of the semiconductor industry and submit suggestions to their respective governments. We should jointly carry out research on semiconductor technology and industry development, promote open knowledge and enhance exchanges and cooperation in scientific research and innovation.

In the New Year, China Semiconductor Industry Association will continue to strengthen its competence building, enhance service awareness and standards, build the industry open platform, create a mutually beneficial resource network, to provide excellent service for members. We will continue to forge ahead in the journey of “marketization”, "specialization" and "internationalization" to support the development of the industry and enterprises.

The Chinese lunar new year of the Tiger is coming. In Chinese culture, the tiger is a symbol of courage and strength. The Chinese people often say that the year of the tiger is full of vitality and new hope. Here, China Semiconductor Industry Association will extend festive greetings to semiconductor industry colleagues and their families in China and around the world. In the New Year, we wish you all good health, good family life, and career success. We wish the semiconductor industry to be as powerful as a tiger with wings added, as dynamic as the tiger with vigor and vitality, making greater progress!

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