Semiconductors

3분기 스마트폰 AP 출하량 전년 대비 21% 급감, 메모리값 상승과 교체주기 장기화 영향

2026년 11월 3일

Overview This report analyses the growth of China’s wafer fab equipment (WFE) industry as it shifts from capacity expansion to ecosystem build-out. It tracks China’s WFE imports and exports from 2015 to H1 2026, benchmarks the performance of the country’s top five equipment makers, and examines the progress of domestic substitution across key process segments, including etch, deposition, cleaning, lithography and metrology.

2026년 10월 30일