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IDC:中國IC設計市占 超越台灣

IDC: China's IC Design Market Share Surpasses Taiwan

Yahoo News Taiwan | Local Language | News | Dec. 8, 2025 | UndeterminedTech Development/Adoption

IDC's latest data reveals that in 2025, China's integrated circuit (IC) design market share officially surpassed Taiwan's, with projections indicating China's share will reach approximately 45% in 2026, relegating Taiwan to third place globally. The United States remains the leader in IC design, fueled by its dominance in AI chips from companies like NVIDIA and AMD, as well as cloud service providers developing proprietary ASIC chips.

Taiwan's decline in market ranking is attributed primarily to a lack of independently developed AI chips, with MediaTek being a notable exception. Taiwanese companies and service providers have struggled to generate significant AI chip revenues, limiting their competitiveness against China's growing market share. In contrast, China's IC design sector benefits from robust domestic demand and government policies promoting semiconductor self-reliance, with firms such as Huawei HiSilicon and Cambricon making key technological advances and scaling shipments of AI chips.

According to the China Semiconductor Industry Association, China's IC design sales are expected to hit RMB 835.73 billion in 2025, marking a 29.4% growth year-on-year and surpassing $100 billion for the first time. However, the Chinese IC design industry is still heavily concentrated in communications and consumer electronics, which make up over 60% of sales, while computer chips account for only 7.7%, significantly below the global average of 25%, indicating a continued lag in high-end chip segments.

Looking forward, Chinese officials acknowledge the gap in chip manufacturing capabilities with the United States but emphasize that the gap is narrowing. The growth of electric vehicles and AI technologies is expected to drive further expansion, with ambitions to exceed one trillion yuan in industry scale by 2030. Meanwhile, the broader semiconductor and stock markets remain dynamic, with Taiwanese stocks experiencing volatility influenced by geopolitical factors, investment activity, and sector-specific performance, including in memory, construction, and technology companies.

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