Hong Kong IC Industry Study Report

Transcription

1 Hong Kong IC Industry Study Report Ir Dr. W.K. Lo Vice president 1

2 Hong Kong IC Industry Study Report Agenda Hong Kong s Competitive advantages and positioning Market opportunities Survey on Hong Kong IC design companies Survey on Hong Kong manufacturers 2

3 Hong Kong s competitive advantages and positioning Well established infrastructures Well established legal system. Simple and favorable taxation system. Famous financial centre with the most dynamic stock markets in the world International Business Centre 3

4 Hong Kong s competitive advantages and positioning An ideal link between China and overseas countries Closer business connections with Pearl River Delta (PRD) as compared with other Asian Countries CEPA related opportunities 4

5 Hong Kong s competitive advantages and positioning Ability to serve as an intermediary between overseas buying offices and the PRD manufacturers. Cluster effect for the IC design industry at HKSTP. 5

6 Market opportunities Digital entertainment market Home products (e.g. digital TV, DVD, DTS, set-top box, etc) Mobile products (DC, DV, MP3, etc) Wireless connectivity market (e.g. Bluetooth, Zigbee, UWB, etc) 6

7 Market opportunities Wireline and wireless communications chipsets are two of the fastest growing areas. Opportunities for Hong Kong manufacturers to integrate design into their own IC to protect their own IP as well as to lower cost. 7

8 Survey on Hong Kong IC Design Companies Employees in Hong Kong: 52% of the companies were small establishments with 1-9 full-time staff 11.1% were large enterprises with more than 100 employees. 8

9 Survey on Hong Kong IC Design Companies 100 or above 11.1% % % % % Source: HKPC, 2004 No. of Employees in Hong Kong 9

10 Survey on Hong Kong IC Design Companies Employees in China: Half of the surveyed companies had branch offices in China Staff establishment in Mainland China 1-9 full-time staff (64.3%). Over 100 staff (21.4%) 10

11 Survey on Hong Kong IC Design Companies 200 or above 14.3% % % % No. of Employees in China Source: HKPC,

12 Survey on Hong Kong IC Design Companies Manpower structure in Hong Kong: Engineering management (35.6%) Corporate/General management (29.1%) Design and development (21.5%) 12

13 Survey on Hong Kong IC Design Companies Test engineering 4.9% Design research 8.8% Design and development 21.5% Engineering management 35.6% Corporate/General management 29.1% Manpower structure in Hong Kong Source: HKPC,

14 Survey on Hong Kong IC Design Companies Service Profilio: IC Design Service (92.9%) IP Provision (25% ) Testing Services (21.4% ) Package Services (14.3%) 14

15 Survey on Hong Kong IC Design Companies IC design 92.9% IP provision Testing services Packaging services Technical training EDA tool rental Foundry services Others 25.0% 21.4% 17.9% 14.3% 10.7% 10.7% 7.1% 0% 20% 40% 60% 80% 100 Service Profilio Source: HKPC,

16 Survey on Hong Kong IC Design Companies Types of IC design involved (whole IC design industry): full-custom IC design (39.3%) Standard IC design (39.3%), ASIC design (39.3%) PLD/FPGA Based Design (25%) 16

17 Survey on Hong Kong IC Design Companies Standard IC design Full-custom IC design ASIC design PLD/FPGA-based design 25.0% SoC design 17.9% Full system IC design 14.3% Others 7.1% 0% 10% 20% 30% 40% Service Profilio Source: HKPC,

18 Survey on Hong Kong IC Design Companies Types of IC design involved (analog/mixedsignal IC design): analog/mixed-signal consumer IC (46.4%) A/D & D/A converter IC (32.1%) power management/conversion/regulation IC (21.4%) analog/mixed-signal communications IC (21.4%). 18

19 Survey on Hong Kong IC Design Companies Analog/mixed-signal consumer IC 46.4% A/D & D/A converter IC 32.1% Power management/conversion/regulation IC Analog/mixed-signal communications IC 21.4% 21.4% Amplifier IC 17.9% Driver/controller IC Comparators/sense-amplifiers 14.3% 14.3% Transmitter/receiver/transceiver IC 10.7% Line-driver IC 7.1% None 39.3% 0% 10% 20% 30% 40% 50% Source: HKPC, 2004 Types of IC design involved (analog/mixed-signal IC design) 19

20 Survey on Hong Kong IC Design Companies Types of IC design involved (digital IC design) ASIC (39.3%), Micro-controllers/embedded CPUs (39.3%) digital consumer IC (35.7%) 20

21 Survey on Hong Kong IC Design Companies ASIC Microcontrollers/embedded CPUs 39.3% 39.3% Digital consumer IC 35.7% Data communications IC 17.9% Logic IC Multimedia IC/chipsets 14.3% 14.3% Memory IC 10.7% Networking IC/chipsets Interfaces IC 7.1% 7.1% None 17.9% 0% 10% 20% 30% 40% Source: HKPC, 2004 Types of IC design involved (digital IC design) 21

22 Survey on Hong Kong Manufacturers Staff size (Hong Kong): Small establishments with less than 10 fulltime staff in Hong Kong (47%) Medium-sized manufacturers with employees accounted for a 50% share. The remaining 3.3% were large enterprises having 100 employees or more. 22

23 Survey on Hong Kong Manufacturers % % 100 or above 3.3% % % Source: HKPC, 2004 Staff size (Hong Kong) 23

24 Survey on Hong Kong Manufacturers Staff Size (China): Nearly all the interviewed manufacturers (97.7%) had operations in China. The workforce size in the Mainland varied significantly. Slightly over one-third of them (35.4%) had employees while 20.5% hired 1,000 or more people. 24

25 Survey on Hong Kong Manufacturers 2,000 or above 9.9% None 2.3% 1,000-1, % % % Source: HKPC, % Staff Size (China) 25

26 Survey on Hong Kong Manufacturers Types of IC used by the Hong Kong manufacturers: Sound Chip (43.4%) Power Semiconductor/Power IC (25.2%) Logic IC (22.5%) LCD Driver (21.2%) RAM (20.2%) 26

27 Survey on Hong Kong Manufacturers Sound Chip 43.4% Power Semiconductor/Power IC 25.2% Logic IC LCD Driv er RAM Analog IC 4/8/16 Bit µp/µc Digital Signal Processor 22.5% 21.2% 20.2% 18.5% 17.9% 17.2% RF & Microwave IC Video IC 12.9% 14.6% 0% 10% 20% 30% 40% 50% Types of IC used by the Hong Kong manufacturers Source: HKPC,

28 Survey on Hong Kong Manufacturers IC suppliers by Region: Taiwan (68.2%) Japan (37.4%) South Korea (23.8%) China (23.4%) 28

29 Survey on Hong Kong Manufacturers Taiwan 68.2% Japan 37.4% South Korea China US 19.6% 23.8% 23.4% Europe Singapore Malaysia Thailand Philippines 11.2% 8.7% 3.8% 2.4% 1.7% 0% 20% 40% 60% 80% IC suppliers by Region Source: HKPC,

30 Survey on Hong Kong Manufacturers Applications: Consumer electronics (78.8%) Telecommunications (14.9%) Computer/Computer peripherals, Industrial Control, Automotive (less than 10%) 30

31 Survey on Hong Kong Manufacturers Consumer electronics 78.8 Telecommunications 14.9% Computer/Computer peripherals Industrial control Automotiv e Networking/Datacom Test and measurement instruments Office/Business machines Others 6.6% 5.0% 2.6% 2.3% 2.0% 1.3% 0.3% 0% 20% 40% 60% 80% Applications Source: HKPC,

32 Survey on Hong Kong Manufacturers The three most crucial factors for IC purchase: Price (75.2%) Reliability of the IC (44.4%) Functionality of the IC (41.1%) 32

33 Survey on Hong Kong Manufacturers Price 75.2% Reliability of the IC Functionality of the IC 41.1% 44.4% Compatibility with existing design infrastructure 14.9% Reputation of the IC suppliers Accustomed to using brand Yield rate of the IC Customer support 9.6% 9.3% 8.9% 8.3% Fabrication country/city Others 1.7% 1.0% 0% 20% 40% 60% 80% Crucial factors for IC purchase Source: HKPC,

34 Survey on Hong Kong Manufacturers Supports for IC design required: More government supports for IC design (40%) A quarter of them preferred to have more ICrelated training courses/workshops (24.8%) Some wanted more exhibitions/seminars/forums on IC design (21.7%). 34

35 Survey on Hong Kong Manufacturers More IC-related training courses/workshops 24.8% More exhibitions/seminars/forums on IC design 21.7% Establishing an IC Design Fund to offer financial support for IC design activ ities Tax incentiv es for IC design activ ities Free training programs 11.9% 11.9% 11.5% Leveraging on the resources of IC Design Centre in Science Park for IC design 4.5% Financial incentives for setting up a foundry in Hong Kong Others 1.0% 2.8% 0% 10% 20% 30% Supports for IC design required Source: HKPC,

36 Thank You 36