China Semiconductor Industry 2009

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<ul><li> 1. SEMI www.semi.org.cn China Semiconductor and PV Market Overview Lily Feng Manager, Industry Research &amp; Statistics SEMI China lifeng@semi.org SEMICON Japan Dec 02, 2008 1 </li> <li> 2. SEMI www.semi.org.cn Agenda China Semiconductor Fab Equipment and Material Market China Semiconductor Fab Market China Semiconductor Fab Material Market China Semiconductor Fab Equipment Market China Parts and Spares Market China PV Market Summary 2 </li> <li> 3. SEMI www.semi.org.cn China Annual GDP Growth Rate (2000 2009) 3 Source: IQTE (Institute of Quantitative &amp; Technical Economics ) </li> <li> 4. SEMI www.semi.org.cn Market Drivers &amp; Supply Chain: The Local Supply-Demand Gap Drives Silicon Rush in China China IC Market Demand vs. Domestic IC Supply in 2000-2010 8% 120 102 Portion of Domestic Supply 7% 100 China IC Market (US$B) 91 85 6% 75 80 5% 57 4% 60 48 42.9 3% 34.4 40 27.6 2% 20 20 11 1% 6.0 5.3 5.2 5.1 3.9 2.806 2.184 0.426 0.497 0.574 0.729 0% 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 CN Total IC market Demand CN Domestic Supply Domestic Supply of Total Demand(%) Source: CSIA, iSuppli, IC Insights, SEMI Industry Research and Statistics, Oct 2008 4 </li> <li> 5. SEMI www.semi.org.cn Government is the Biggest Investor Semiconductor Investment: Government co-invested in projects with a total of $6.6B in the past 5 years Government is likely to invest total of over $20B in the next 5 years Suzhou, Wuxi, Shangdong, Shanghai, Shenzhen, Dalian Central Government will put $30B in semiconductor (semiconductor equipment and material are included) and software industry from 2008 to 2020 5 </li> <li> 6. SEMI www.semi.org.cn Semiconductor Wafer Fabs in China Legend SMIC Fab 4 300 mm SMIC Fab 7 200 mm JSMC Fab-x 150 mm Site in production or SMIC Fab 5 300 mm * ramp SMIC Fab 6 Backend Site under construction SGNEC Fab 1 150 mm * Site equipping CSMC-IMECAS 150 mm Site in plan City of population &gt;7M City of population =0.25um 90% 83% of total fab capacity by 2010. 300 mm equipment will represent most of the new wafer equipment spending in China. Domestic equipment suppliers have started selling 300mm equipment. Semiconductor equipment and material players benefit from Solar Industry. With the demand in solar cell manufacturing, a very large number of polysilicon projects are now running in China. Spot market silicon price drop about 50% in the past few weeks. 23 </li> <li> 24. SEMI www.semi.org.cn Thank You! 24 </li> </ul>

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