China IC design analysis: Huawei is the leader
IC design is one of the most prosperous development in semiconductor industry chain of China. In 2018, China’s IC design value reached RMB 251.9 billion, an increase of 21.46% over the past year. In the past few years, it has maintained a growth rate of over 20%.
In terms of global weight, China’s IC design output value has increased from 12.9% in 2012 to 31.5% in 2017, a significant increase.
Among the IC design industries in China, the proportion of communications is the highest. In 2018, the output value reached RMB 104.7 billion, an increase of 16.3%, accounting for 40%, which was about 6 percentage points lower than that of 2017. In the field of analog circuits, the output value is still low. In 2018, it was only RMB 14.2 billion, accounting for 5.5%, which was 2 percentage points higher than that in 2017.
In terms of China IC design enterprise revenue rankings, Hisilicon benefited from Huawei’s mobile phone shipment growth. In 2018, its revenue was approximately RMB 50.3 billion, an increase of 30% annually, ranking the first place in China’s IC design ranking. The second-placed UNISOC is mainly engaged in the research and development of communication fundamental frequency. The revenue in 2018 was RMB 11 billion, which is equivalent to the 2017 revenue and ranked second.