According to statistics from WSTS, global semiconductor companies' revenue in 2018 was US$468.8 billion, of which China accounted for 32%, or about US$139 billion. China's single analog product accounted for 16% of the $139 billion, or about $230. Moreover, it is expected that the compound annual growth rate of simulated enterprise revenue will be greater than 10% in the next few years.
At the 2019 China Analog Semiconductor Conference held on September 20th, Shanghai Ai Wei, Director of Electronic Products, delivered a speech entitled “From MOS to Anywhere”. In his speech, he mentioned that there are seven markets in which the growth rate of analog products is ranked high, namely, smartphones, Internet of Things, artificial intelligence, robotics, AR/VR, automotive and smart home markets. Among them, shipments reached 1.4 billion in 2018, about 522 billion US dollars, the current growth rate began to slow down, but still grow in single digit growth rate; in the Internet of Things market, spending 646 billion US dollars in 2018, the average annual compound growth rate 15.4%; in the artificial intelligence market, the market size in 2018 is 168.4 billion US dollars, with an average annual compound growth rate of 17%; in the robot market, the size of 2018 is 29.82 billion US dollars, with an average annual compound growth rate of 15.1%; In the VR market, the market size was 20.4 billion US dollars in 2019, and the compound annual growth rate was over 20%. In the automotive field, the market size was 20 billion US dollars in 2018, with an average annual compound growth rate of 8.7%. In the smart home market, the market in 2018 The scale is 98 billion US dollars, with an average annual compound growth rate of 10%.
He took a smart phone as an example. In the era of the upcoming 5G mobile phone, mobile phone manufacturers have two development paths. One is to evolve toward high performance and differentiation to attract high-end people. The second is to reduce the cost of 4G mobile phones. Cost advantage, open the gap between the price of 5G mobile phones and attract another type of consumer.
The devices in smart phones are mainly divided into digital, analog, and digital-analog hybrid devices. The development trend of digital devices is more and more integrated, and analog devices or high-voltage devices still exist separately. Therefore, the analog chip will usher in development opportunities in audio devices such as speakers and handset drivers, backlight drivers, power supply related devices, RF devices, and motor drives.
In addition to smart phones, Yan Yan also took smart homes as an example. Smart homes mainly focus on the two major points of interconnection and interaction. Vision, voice, and touch are the most common ways for users to interact. Therefore, in smart homes, the central position of smart TV will be strengthened, and more and more screens will be applied to smart home devices. That is to say, more speaker drivers, backlight drivers, power devices, RF devices, and tactile inductive feedback devices will be used in smart home devices. These are the most suitable application scenarios for analog devices.
It is also to see this trend, Ai Wei for the five categories of sound, light, electricity, shooting, hand, layout simulation market, launch the corresponding analog products to meet market demand.