Semiconductors & Electronics2026 Clear all
China's Display Panel Industry 2026: From 'Screen Famine' to Global Dominance—A Counter-Cyclical Comeback and the Last Fortresses at the High End
In 2012, China imported USD 50.3 billion of LCD panels—its fourth-largest import after chips, crude oil and iron ore: the 'screen famine.' A decade later, mainland China supplies about 95% of the world's LCD panels, BOE leads all five major categories, and panel revenue share topped half in H1 2025 (52.1%). Powered by counter-cyclical investment and the Hefei model, China staged its most dramatic manufacturing comeback. Yet the high-end 'last fortresses' remain.
2026 China PCB Equipment Industry: Market Size & Localization Substitution
A research-institute report on China PCB equipment 2026: mechanical and laser drillers, LDI direct-imaging exposure, wet lines and AOI. Benchmarks Han's CNC, Dingtai Hi-Tech, Dongwei, Suzhou Tianzhun against Schmoll Maschinen, Hitachi ViaMechanics, Mitsubishi, Posalux, Orbotech, with a 2026–2030 outlook.
China Semiconductor Test Equipment 2026: SoC ATE and Probe Station Localization Push - Market Size and Competitive Landscape Deep Research Report
2025 global semiconductor test equipment market reached about USD 9 billion; mainland China 32% (USD 2.9B) at 28% localization. Analog and power 62/56% localized; high-end SoC ATE only 4%, HBM test 2%. Changchuan, Hwatsing, Jingce, Xinyichang combined CNY 8B 2025 revenue. Report dissects 6 ATE sub-segments, 7 process moats, customer groups, capacity expansion, price cycle, export controls; gives 2026-2030 path to 50% localization.
China Semiconductor Silicon Wafer 2026 — The 300mm Localization Push
2026 China semiconductor silicon wafer deep research: USD 13.6B global market with five oligopolies at 90% share; Shin-Etsu/SUMCO/GlobalWafers/Siltronic/SK Siltron vs NSIG/Sien/TCL Zhonghuan Lingxian/GlobalWafers-China/Beijing Yanyu Semiconductor; 300mm polished localization 35%, epi only 15% still bottleneck; electronic-grade 11N polysilicon, 72-hour CZ pull, zero-tolerance CMP; SUMCO 15% epi hike in 2026; Big Fund Phase III RMB 344B; 2030 55% composite localization path.
China Memory Chip 2026: DRAM, NAND Twin Breakthrough and HBM On-Board
A full-landscape research on China memory chip industry 2026 — YMTC NAND, CXMT DRAM, domestic HBM, and module ecosystem advancing in parallel; generation gap and breakthrough paths versus SK Hynix, Samsung, Micron, Kioxia. Fourteen chapters of in-depth analysis.
China Wafer Foundry 2026: Mature-Node Expansion Wave and Advanced-Node Breakthrough
In 2025 mainland China wafer foundry approached RMB 200B revenue, 1.2M 12-inch wpm, utilization 90%+; SMIC's USD 9.3B revenue lifted it to global #2; N+2/N+3 serves Huawei Kirin and Ascend. This 14-chapter report covers industry overview, node breakdown, process barriers, key players, capacity, advanced-node breakthrough, supply chain, price war, capex, policy, customer structure, scenarios and risks.
China High-End Connectors 2026 — Domestic Breakthrough Driven by AI Servers and EV Powertrains
In 2026, China's high-end connector industry stands at a historic inflection point: NVIDIA GB200/GB300 AI computing rack 224G high-speed interconnect demand, 800V EV liquid-cooled high-voltage connector deployment at scale, and defense procurement recovery are collectively accelerating domestic substitution from consumer electronics into premium connector segments. This report covers 14 dimensions and presents three core judgments and a systemic risk framework.
China High-Purity Metal Sputtering Targets 2026 — Domestic Breakthrough from Semiconductor Cu/Al Targets to Display ITO
Sputtering targets are the core PVD consumables for semiconductor, display, and photovoltaic manufacturing. This report systematically analyzes the global landscape, domestic substitution progress, and competitive positioning of key players across Cu, Al, Ta, W, Ru, and ITO categories, anchored to the latest 2026 data.
China Semiconductor CMP Pad and Slurry 2026 — From DuPont Monopoly to Dual Domestic Substitution by Dinglong and Anji
A comprehensive 2026 analysis of China's semiconductor CMP polishing pad and slurry industry: DuPont's global dominance, Dinglong and Anji Microelectronics' domestic substitution progress, SiC CMP emerging markets, policy tailwinds, and investment outlook. Data current through June 20, 2026.
China Machine Vision Algorithm SDK 2026 — From HALCON Dominance to VisionMaster's Domestic Rise
An in-depth analysis of China's industrial machine vision SDK market: from HALCON's historical dominance to the rise of domestic SDKs like VisionMaster and VisionWARE, covering FY2025 financial data, AI vision emerging scenarios, business model evolution, and 2030 forecasts.
China Electronic-Grade High-Purity Silicon Chemicals 2026 — Closing the Loop on TEOS, HMDS and Polysilicon Precursors
A comprehensive deep dive into China's electronic-grade silicon-based chemicals industry across eight product categories (TEOS, HMDS, high-purity polysilicon, silane coupling agents, D4, high-purity quartz sand, electronic-grade SiO2, and silicone gels): global landscape, supply chain structure, investment analysis, domestic-substitution profiles, and future trends.
China MEMS Sensors 2026 — From Consumer Acoustics to Industrial Inertia: A Dual-Track Domestic Breakthrough
An in-depth analysis of China's MEMS sensor industry covering acoustic, inertial, pressure, RF, optical, and bio-MEMS categories: global competitive landscape, domestic substitution tiers, supply chain depth, key player profiles, investment trends, and 2026–2030 forecasts grounded in data from 4.8 million factories.