China released guidelines aiming to hasten development of its semiconductor industry into one that is more efficient and competitive. A state-level fund was created to provide specialized marketized financial support on key semiconductor areas. Gartner examines the lucrative opportunities available.
Impacts and Recommendations
- Chinese semiconductor companies will invest more in manufacturing equipment, processing technologies, key IPs and IC relevant services, providing opportunities for upstream semiconductor vendors
- Supported by investors, Chinese companies will seek more M&A and equity investment opportunities in the global semiconductor market, resulting in quick business growth — the return will come from the government's financing support and IPO in the Chinese market
- Foreign semiconductor vendors will see more challenges from local Chinese competitors, resulting in market share loss in China-specific markets
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