1、 www.semiconductors.org SEMICONDUCTOR INDUSTRY ASSOCIATION FACTBOOK Introduction 1. Expand access to global markets to fuel semiconductor industry growth. 2. Increase federal investments in semiconductor research to discover the next generation of semiconductor technologies. 3. Incentivize semicondu
2、ctor manufacturing in the U.S. to strengthen the defense industrial base, support economic growth and advanced manufacturing, and improve supply chain security. 4. Minimize burdens on export of commercial semiconductors by ensuring U.S. export control policies are effective, multilateral, and narrow
3、ly tailored. 5. Strengthen Americas technology workforce by promoting policies that attract and retain highly skilled workers and investing in STEM education. 6. Promote innovation by protecting valuable IP. 7. Keep the U.S. tax system globally competitive to enhance Americas competitiveness, boost
4、U.S. design and manufacturing, and promote American innovation. 8. Support sustainability with regulations that meet the needs of the semiconductor industry. 9. Combat counterfeit semiconductors through enforcement and reducing the supply of counterfeits. 10. Foster growth of new technologies by cre
5、ating a more favorable policy environment for developing and deploying promising technologies. 11. Enhance supply chain security and manage risk. PREFACE - i - The data included in the 2020 SIA Factbook helps demonstrate the strength and promise of the U.S. semiconductor industry and why it is criti
6、cal for policymakers to enact measures that boost growth and promote innovation. The U.S. semiconductor industry is a key driver of Americas economic strength, global competitiveness, and technology leadership. Semiconductors enable the systems and products that we use to work, communicate, travel,
7、entertain, harness energy, treat illness, and make new scientific discoveries. Semiconductors make possible the global trillion dollar electronics industry. Semiconductors were invented in America, and the U.S. still leads the world in cutting-edge manufacturing and design. In the semiconductor indu
8、stry and across the broader tech sector, innovation is made possible through the hard work and ingenuity of the industrys scientists and engineers and is supplemented by smart public policy from the federal government. At SIA, a common theme of the policies we support is that all of them are intende
9、d to maintain and accelerate technological advancements. The federal government plays a vital role in furthering these initiatives. To help promote innovation and ensure Americas continued technology leadership, policymakers should do the following: www.semiconductors.org FACTBOOK List of Figures (P
10、age Numbers in Parentheses) (1) SECTION 1: INDUSTRY OVERVIEW (2) The Global Semiconductor Industry is a Key Growth Sector in the Global Economy (3) The U.S. Semiconductor Industry has Nearly Half the Global Market Share (4) U.S.-Based Semiconductor Company Sales have Displayed Steady Annual Growth (
11、5) U.S.-Based Semiconductor Companies Maintain Market Share Leadership in Major Regional Semiconductor Markets (6) The Vast Majority of Semiconductor Manufacturing Done in the United States is Done by U.S. Firms (7) The U.S. Semiconductor Industry Maintains More of its Manufacturing Base in the Unit
12、ed States than in Any Other Country (8) Semiconductors are One of Americas Top Exports (9) SECTION 2: GLOBAL MARKET (10) Global Semiconductor Sales are Driven by Products Ultimately Purchased by Consumers (11) Global Semiconductor Sales are Diversified by Type of Product Sold (12) Asia Pacific is th
13、e Largest Regional Semiconductor Market, and China is the Largest Single Country Market (13) SECTION 3: CAPITAL AND R 334220 (Radio and TV Broadcasting and Wireless Communications Equipment); 334118 (Computer Equipment); 334111 (Computers); 334510 (Electromedical Devices). Source: U.S. International
14、 Trade Commission. Industry defined by NAICS codes: 334413 (Semiconductors); 33641X (Aircraft); 324110 (Refined Oil); 211111 (Crude Oil); 336111 (Autos) Top 5 U.S. Exports in 2019 ($ Bn) #1 U.S. Electronic Product Export in 2019 ($ Bn) Aircraft $125 Billion Semiconductors $46 Billion Semiconductors
15、Computer Equipment Electromedical Devices Radio and TV Broadcasting and Wireless Communication Equipment Computers Refined Oil $94 Billion Note: Some subproducts within NAICS 334413 that are made by different industries and serve different markets (e.g. solar cells) are excluded. Section 1: Industry
16、 Overview - 8 - Crude Oil $65 Billion Autos $48 Billion www.semiconductors.org Section 2 GLOBAL MARKET Diversified and Consumer-driven Section 2: Global Market - 9 - www.semiconductors.org 28.5% 13.3% 12.2% 1.3% SECTION 2: GLOBAL MARKET GLOBAL SEMICONDUCTOR SALES ARE DRIVEN BY PRODUCTS ULTIMATELY PU
17、RCHASED BY CONSUMERS The vast majority of semiconductor demand is driven by products ultimately purchased by consumers be they laptops or communication devices such as smartphones. Increasingly, consumer demand is driven in emerging markets including those in Asia, Latin America, Eastern Europe and
18、Africa. Communications Industrial Automotive 2019 Total Global Semiconductor Market: $412.3 Billion Percent of Semiconductor Demand, by End Use Note: Military end-use is included in Government. Sources: World Semiconductor Trade Statistics (WSTS). PC/Computer Consumer Section 2: Global Market - 10 -
19、 Government www.semiconductors.org SECTION 2: GLOBAL MARKET GLOBAL SEMICONDUCTOR SALES ARE DIVERSIFIED BY TYPE OF PRODUCT SOLD Semiconductor technology has rapidly evolved as the industry develops more advanced product and process technologies for applications in end-use industries. In recent years,
20、 the largest segments of the worldwide semiconductor industry have been logic, memory, analog, and MPU. In 2019, these products accounted for 76 percent of semiconductor industry sales. Source: World Semiconductor Trade Statistics (WSTS) and SIA Estimates. Logic Memory MPU Analog Opto Discretes MCU
21、Sensor DSP $107B $106B $54B $48B $42B $24B $16B $14B $3B - 2.5% - 32.6% - 8.2% + 2.3% + 9.3% - 0.9% - 7.4% + 1.2% - 18.6% % Change over last yearDistribution of Worldwide Semiconductor Sales By Product Segment 2019 Section 2: Global Market - 11 - www.semiconductors.org 0 50 100 150 200 250 300 99000
22、070809516171819 SECTION 2: GLOBAL MARKET ASIA PACIFIC IS THE LARGEST REGIONAL SEMICONDUCTOR MARKET, AND CHINA IS THE LARGEST SINGLE COUNTRY MARKET In 2001, the Asia Pacific market surpassed all other regional markets in sales, as electronic equipment production shifted to the r
23、egion. It has multiplied in size since then - from $39.8 billion to over $258 billion in 2019. By far, the largest country market within the Asia Pacific region is China, which accounted for 56 percent of the Asia Pacific market and 35 percent of the total global market. This data reflects sales of
24、semiconductors to electronic equipment makers only final electronic products containing semiconductors are then shipped for consumption around the world. Europe 19 9.7% Japan 19 8.7% Americas 19 19.1% Asia Pacific 19 62.5% Global Regional Semiconductor Market ($Billion) Source: World Semiconductor T
25、rade Statistics (WSTS) and SIA Estimates. Section 2: Global Market - 12 - China 19 35.0% Note: in this table, the China market data from 2014-2019 represents a subset of the overall Asia Pacific Market www.semiconductors.org Section 3 Capital and R&D Investment A Driving Force in Maintaining a Compe
26、titive U.S. Semiconductor Industry Section 3: Capital and R&D Investment - 13 - www.semiconductors.org SECTION 3: CAPITAL AND R&D INVESTMENT TOTAL ANNUAL LEVELS OF INVESTMENT IN CAPITAL AND R&D ARE HIGH FOR THE INDUSTRY Total R&D and capital expenditures by U.S. semiconductor firms including fabless
27、 companies was $71.7 billion in 2019. From 1999 to 2019, the compound annual growth rate was approximately 6.2 percent. Investment levels in share of sales terms have generally not been subject to fluctuations associated with market cyclicality. R&D and Capital Expenditures ($Billion) Source: U.S. S
28、emiconductor Companies 10K and 10Q Fillings to the USSEC and SIA Estimates. Section 3: Capital and R&D Investment - 14 - 0 10 20 30 40 50 60 70 80 99000070809516171819 www.semiconductors.org 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 99000070809516171819 SECTIO
29、N 3: CAPITAL AND R&D INVESTMENT CAPITAL AND R&D INVESTMENT ARE CRITICAL TO MAINTAINING A COMPETITIVE U.S. SEMICONDUCTOR INDUSTRY To remain competitive in the semiconductor industry, firms must continually invest a significant share of revenues in both R&D and new plant and equipment. The pace of tec
30、hnological changes in the industry requires that companies develop more complex designs and process technology and introduce production machinery capable of manufacturing components with smaller feature sizes. The ability to design and produce state-of-the-art semiconductor components can only be ma
31、intained through a continual commitment to keeping pace with industry- wide investment rates of roughly 30 percent of sales. The need to stay at the leading edge of technology has resulted in some extreme fluctuations in years such as 2001, when sales declined precipitously but expenditures on R&D a
32、nd capital equipment did not decline at the same rate. % of Sales Source: U.S. Semiconductor Companies 10K and 10Q Fillings to the USSEC and SIA Estimates.Section 3: Capital and R&D Investment - 15 - www.semiconductors.org SECTION 3: CAPITAL AND R&D INVESTMENT INVESTMENT IN CAPITAL EXPENDITURES AND
33、R&D PER EMPLOYEE IS VERY HIGH FOR THE U.S. INDUSTRY, REACHING OVER $178,000 IN 2019 From 1999 to 2019, total investment per employee (measured by combined R&D and new gross plant and equipment) has increased at a rate of about 4.3 percent per year. These expenditures exceeded $100,000 in 2001 but de
34、clined to roughly $85,000 in 2003 after the 2001 downturn. Investment per employee increased to over $100,000 in 2006. The 2008-2009 recession resulted in the decline of investment per employee in 2009 and 2010 but returned in 2012 and grew to over $178,000 in 2019. $ Per Employee Note: Employees re
35、flect total U.S. industry global employment. Source: U.S. Semiconductor Companies 10K and 10Q Fillings to the USSEC and SIA Estimates. Section 3: Capital and R&D Investment - 16 - 0 20000 40000 60000 80000 100000 120000 140000 160000 180000 200000 99000070809516171819 www.semic
36、onductors.org 0 5 10 15 20 25 30 35 40 45 99000070809516171819 SECTION 3: CAPITAL AND R&D INVESTMENT U.S. SEMICONDUCTOR INDUSTRY R&D EXPENDITURES ARE CONSISTENTLY HIGH, REFLECTING THE INHERENT IMPORTANCE OF R&D TO SEMICONDUCTOR PRODUCTION U.S. semiconductor industry R&D expendi
37、tures grew at a compound annual growth rate of approximately 6.6 percent from 1999 to 2019. R&D expenditures by U.S. semiconductor firms tend to be consistently high, regardless of cycles in annual sales, which reflects the importance of investing in R&D to semiconductor production. In 2019, total U
38、.S. semiconductor industry investment in R&D totaled $39.8 billion. Source: U.S. Semiconductor Companies 10K and 10Q Fillings to the USSEC and SIA Estimates. R&D Expenditure ($Billion) Section 3: Capital and R&D Investment - 17 - www.semiconductors.org SECTION 3: CAPITAL AND R&D INVESTMENT ANNUAL R&
39、D EXPENDITURES AS A PERCENT OF SALES HAVE EXCEEDED 10 PERCENT OVER THE PAST 20 YEARS, AMONG THE HIGHEST RATES FOR ANY U.S. INDUSTRY Annual R&D expenditures as a percent of sales have exceeded 10 percent over the past 20 years. This rate is unprecedented among major manufacturing sectors of the Unite
40、d States economy. R&D expenditures are essential to the competitive position of semiconductor firms. The rapid pace of technological change requires constant advancements in process technology and device capabilities. The increase in R&D in 2001 and 2002 was caused by companies commitment to the fut
41、ure of technology despite an industry downturn. The 2003-2004 decrease was not due to cuts in R&D budgets but rather to a stronger than expected industry recovery which increased revenues faster than expected. The increased share in 2019 was based on overall revenues decreasing while overall R&D exp
42、enditures increased. % of Sales Source: U.S. Semiconductor Companies 10K and 10Q Fillings to the USSEC and SIA Estimates. Section 3: Capital and R&D Investment - 18 - 0% 5% 10% 15% 20% 25% 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 www.semiconductors.org SECTION 3: CAPITAL AND R&
43、D INVESTMENT THE U.S. SEMICONDUCTOR INDUSTRY IS A LEADER IN R&D SPENDING AS A PERCENT OF SALES AMONG MAJOR U.S. INDUSTRIES The rate of U.S. semiconductor industry R&D spending is among the highest in key major high technology industrial sectors. Based on the 2019 EU Industrial R&D Investment Scorebo
44、ard, the U.S. semiconductor industry was second only to the U.S. pharmaceuticals & biotechnology industry in terms of the rate of R&D spending as a percent of sales. R&D Expenditures as a Percent of Sales Pharmaceuticals & Biotechnology Software & Computer Services Semiconductors Technology Hardware
45、 & Equipment* Mobile Telecommunications Media Financial Services Automobiles and Parts Alternative Energy 20.8% 16.4% 14.3% 8.9% 6.8% 6.5% 5.3% 5.6% 5.2% 4.8% 4.2% Note: *Excluding semiconductors. Note: Slight differences in semiconductor industry share from page 18 table due to differences in metho
46、dology and source data. Source: The 2019 EU Industrial R&D Investment Scoreboard.Section 3: Capital and R&D Investment - 19 - Leisure Goods www.semiconductors.org SECTION 3: CAPITAL AND R&D INVESTMENT THE U.S. SEMICONDUCTOR INDUSTRY SPENDS MORE ON R&D AS A PERCENT OF SALES THAN ANY OTHER COUNTRYS SE
47、MICONDUCTOR INDUSTRY U.S. semiconductor industry R&D spending as a percent of sales is unsurpassed by any other countrys semiconductor industry. R&D Expenditures as a Percent of Sales Japan U.S. All Others China Korea Taiwan Europe 16.4% 15.3% 10.3% 8.4% 8.3% 7.7% 5.6% Note: Slight differences in se
48、miconductor industry share from page 18 table due to differences in methodology and source data. Source: The 2019 EU Industrial R&D Investment Scoreboard. Section 3: Capital and R&D Investment - 20 - www.semiconductors.org SECTION 3: CAPITAL AND R&D INVESTMENT THE U.S. SEMICONDUCTOR INDUSTRY IS HIGH
49、LY CAPITAL INTENSIVE, AND ANNUAL INDUSTRY SPENDING ON CAPITAL EQUIPMENT TENDS TO BE HIGH AS A SHARE OF SALES Semiconductor industry gross capital expenditures was $31.9 billion in 2019. Capital expenditures declined from 2001-2003 due to the completion of major new facilities during 1999-2001 and increased use of foundries. 2004 saw a rebound and in 2005 the industry was in a balanced position in terms of capital expenditures as a percentage of sales. In 2011, after a sharp decline in 2009 due to the global economic recession, ca
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