2024年1-10月全球半导体进出口数据分析：中国大陆集成电路出口增长19.6%

2024年1-10月全球半导体进出口数据分析：中国大陆集成电路出口增长19.6%

Global Semiconductor Import-Export Analysis (Jan-Oct 2024): China's IC Exports Grow 19.6%

随着全球数字化进程加速，半导体产业正经历着前所未有的变革。中国作为全球最大的半导体消费市场之一，其进出口数据成为观察行业趋势的重要指标。

With the acceleration of global digitalization, the semiconductor industry is undergoing unprecedented changes. As one of the world's largest semiconductor consumer markets, China's import-export data has become a key indicator for observing industry trends.

中国大陆半导体进出口概况

Overview of China's Semiconductor Trade

进口方面：2024年1-10月，中国集成电路进口额达3160.1亿美元，同比增长11.3%。半导体设备进口增长更为显著，达373.5亿美元，同比增长21.6%。

Imports: From January to October 2024, China's IC imports reached $316.01 billion, up 11.3% year-on-year. Semiconductor equipment imports grew more significantly to $37.35 billion, a 21.6% increase.

出口亮点：集成电路出口表现突出，1-10月出口额1313.1亿美元，同比增长19.6%。半导体设备出口也保持12.6%的增长。

Export Highlights: IC exports stood out with $131.31 billion in Jan-Oct, up 19.6% YoY. Semiconductor equipment exports also maintained 12.6% growth.

主要贸易伙伴分析

Key Trading Partners Analysis

中国台湾、韩国和中国大陆自身是中国集成电路进口的三大来源地。值得注意的是，从韩国进口同比增长29.2%，而从日本进口则下降9.6%。

Taiwan (China), South Korea and mainland China itself are the top three sources of IC imports. Notably, imports from South Korea grew 29.2% YoY, while imports from Japan fell 9.6%.

半导体设备进口方面，日本、荷兰和新加坡是主要来源国，其中从荷兰进口同比增长39.3%，显示欧洲设备供应商在中国市场的强劲表现。

For semiconductor equipment, Japan, Netherlands and Singapore are major sources, with imports from the Netherlands up 39.3% YoY, showing strong performance of European equipment suppliers in the Chinese market.

全球其他地区表现

Performance of Other Regions

韩国：1-10月集成电路出口达980.94亿美元，继续保持全球半导体出口大国地位。

South Korea: IC exports reached $98.094 billion in Jan-Oct, maintaining its position as a global semiconductor export powerhouse.

中国台湾：集成电路出口表现亮眼，1-10月达1331.5亿美元，10月单月出口155.01亿美元。

Taiwan (China): Outstanding IC export performance with $133.15 billion in Jan-Oct, including $15.501 billion in October alone.

日本：在半导体设备出口方面表现突出，1-10月出口额241.52亿美元。

Japan: Performed well in semiconductor equipment exports with $24.152 billion in Jan-Oct.

行业趋势解读

Industry Trend Analysis

全球半导体贸易呈现以下主要特点：

Global semiconductor trade shows the following main characteristics:

• 成熟制程产品需求旺盛，中国大陆相关出口增长显著
• Strong demand for mature process products, with significant export growth from mainland China
• 半导体设备贸易活跃，反映全球产能扩张趋势
• Active semiconductor equipment trade, reflecting global capacity expansion trends
• 区域供应链调整明显，贸易流向发生变化
• Noticeable regional supply chain adjustments with changing trade flows

随着各国加强半导体自主可控能力建设，预计未来全球半导体贸易格局还将持续演变。

As countries strengthen their semiconductor self-sufficiency capabilities, the global semiconductor trade landscape is expected to continue evolving.