2018 年，全球半导体行业景气周期见顶，以存储器为代表的核心半导体产品开始进入降价周期，但全球半导体市场在存储器市场上涨等因素的带动下依然上涨13.7%，达到4687.8 亿美元。2018 年中国集成电路市场销售额增至16031.8 亿元，增速高达12.5%，增速有所放缓。由于移动通信终端、PC、汽车等众多应用领域需求持续疲软，预计2019 年市场规模增长将进一步下滑。

研究对象 ...........................................................................................................................................1

一、市场综述 ..........................................................................................................................................3

（一）全球市场概述 ............................................................................................................3

1、市场规模大幅增长，景气周期已经见顶 ............................................................................................................................3

2、集成电路份额提升，存储器涨价为主因 ............................................................................................................................3

3、市场增速明显放缓，北美仍占主导地位 ............................................................................................................................4

4、三星保持龙头地位，华为海思表现抢眼 ............................................................................................................................4

（二）中国市场规模与增长 .......................................................................................................................................................6

1、市场持续高速增长，超高增速恐难维持 ............................................................................................................................6

2、存储器占主要份额，MPU 产品表现抢眼 ...............................................................................6

3、存储器涨价影响明显，汽车市场持续低迷 .........................................................................7

（三）市场格局分析 ..........................................................................................................................7

1、行业重大事件及影响分析 ...................................................................................................................................................7

2、市场竞争格局 .......................................................................................................................................................................8

3、主力厂商表现及评价 ...........................................................................................................................................................8

（四）细分市场分析 ...........................................................................................................................9

1、计算机 ...................................................................................................................................................................................9

2、网络通信 .............................................................................................................................................................................10

3、消费电子 .............................................................................................................................................................................11

4、工业 .....................................................................................................................................................................................12

二、未来展望 ....................................................................................................................................15

（一）市场规模与结构预测 ....................................................................................................15

1、未来三年市场年均复合增长率仍将超过7% .............................................................................15

2、网络通信一枝独秀 .............................................................................................................................................................15

3、存储器市场新增产能开始释放，市场平衡难以维系 ...........................................................16

（二）驱动因素和阻碍因素分析 ............................................................................................................................................17

1、贸易环境复杂化，本土产业链迎来崛起机会 ................................................................................................17

2、政策环境持续优化，行业龙头企业获益 ........................................................................................17

3、上交所科创板即将推出，集成电路企业迎来上市潮 ..........................................................................17

（三）重大市场变化 .......................................................................................................................................17

1、先进制程市场参与者进一步减少，成熟制程市场竞争加剧 ......................................................................17

2、外部并购难度加大，内部整合加速 ..................................................................................................17

三、赛迪建议 .................................................................................................................................................19

1、重视人工智能等重点应用领域发展机遇，提升提供解决方案的能力 ...............................................19

2、关注超摩尔路线的技术发展 .............................................................................................................................................19

3、积极参与RISC-V 等开源生态的建设 ................................................................................................19

四、报告说明 .......................................................................................................................................21

（一）报告目的(Objective of Report) ...........................................................................................................21

（二）研究范围(Research Scope) .....................................................................................................................21

（三）研究区域(Survey Region) ...................................................................................................................21

1、中国整体市场 .....................................................................................................................................................................21

2、中国区域市场 .....................................................................................................................................................................21

3、中国城市市场 .....................................................................................................................................................................22

（四）数据来源(Data Source) ..............................................................................................................................24

（五）研究方法(Research Technique) ............................................................................................................25

（六）一般定义(General Definition) ................................................................................25

（七）市场定义(Market Definition) .................................................................................26

（八）特别说明(Specification) ......................................................................................................................26

五、相关研究 .................................................................................................................................................27

关于赛迪 ...................................................................................................................................................28

特别声明 .......................................................................................................................................................28