This report describes the technology infrastructure of nine Asian countries, detailing each countries developments in microelectronics, telecommunications, and computing. Market forecasts are also presented in these sectors for associated countries.

TABLE OF CONTENTS

Page
Chapter 1 Introduction                                        1-1

1.1   Asian Economic Trends                                   1-2

Chapter 2 People's Republic of China                          2-1

2.1   Macroeconomic Assessment                                2-2
2.2   Policy Developments                                     2-5
2.3   Outlook for 2011                                        2-7
2.4   Microelectronics Industry                               2-9
      2.4.1 Introduction                                      2-9
      2.4.2 Electronics Industry                              2-11
2.5   IC Industry                                             2-14
      2.5.1 Driving Forces                                    2-14
      2.5.2 Fab Capabilities                                  2-21
      2.5.3 Foundries                                         2-26
      2.5.4 IC Assembly Operations                            2-30
      2.5.5 IC Design                                         2-32
2.6 Key Facts About Mainland China                            2-38

Chapter 3 ­ Hong Kong, China                                  3-1

3.1   Macroeconomic Assessment                                3-2
3.2   Policy Developments                                     3-3
3.3   Outlook for 2011                                        3-5
3.4   Information Technology Equipment Industry               3-7
      3.4.1 Introduction                                      3-7
      3.4.2 Sales Channels                                    3-13
      3.4.3 Industry Trends                                   3-14
      3.4.4 Trade Measures Affecting Exports of Electronics   3-15
      3.4.5 China's WTO Accession                             3-15
      3.4.6 Product Trends                                    3-16
3.5   Electronic Components                                   3-17
      3.5.1 Introduction                                      3-17
      3.5.2 Sales Channels                                    3-22
      3.5.3 Industry Trends                                   3-23
3.6   Telecommunications Equipment Industry                   3-24
      3.6.1 Introduction                                      3-24
      3.6.2 Sales Channels                                    3-29
      3.6.3 Industry Trends                                   3-29
      3.6.4 Factors Affecting Exports of Telecom Equipment    3-30
      3.6.5 Product Trends                                    3-31
3.7   Key Facts About Hong Kong                               3-32




                                       iv
Chapter 4 India                                                          4-1

4.1   Macroeconomic Assessment                                           4-2
4.2   Policy Developments                                                4-4
4.3   Outlook for 2011                                                   4-6
4.4   Microelectronics Industry                                          4-7
      4.4.1 Introduction                                                 4-7
      4.4.2 Semiconductor Production                                     4-7
      4.4.3 Industry Performance                                         4-8
4.5   Electronic Design                                                  4-20
4.6   India Venture Capital                                              4-21
4.7   Special Investment Programs                                        4-22
      4.7.1 Introduction                                                 4-22
      4.7.2 Electronics Hardware Technology Park Scheme (EHTP)           4-23
      4.7.3 Software Technology Park (STP) Scheme                        4-24
      4.7.4 Software Technology Parks of India                           4-24
      4.7.5 Export Processing Zones/ 100% Export Oriented Units Scheme   4-26
      4.7.6 Process Of Approval                                          4-27
      4.7.7 Government Approval                                          4-28
4.8   Key Facts About India                                              4-29

Chapter 5 Indonesia                                                      5-1

5.1   Macroeconomic Assessment                                           5-2
5.2   Policy Developments                                                5-4
5.3   Decentralization in Indonesia                                      5-5
5.4   Outlook for 2011                                                   5-6
5.5   Indonesia Information Technology Infrastructure                    5-8
      5.5.1 Introduction                                                 5-8
      5.5.2 Electronics                                                  5-10
5.6   Investor Nightmare                                                 5-12
5.7   Key Facts About Indonesia                                          5-16

Chapter 6 Japan                                                          6-1

6.1   Macroeconomic Assessment                                           6-2
6.2   IT Industry                                                        6-3
      6.2.1 Mobile Market                                                6-3
      6.2.2 Internet Use                                                 6-5
      6.2.3 Consumer Electronics Industry                                6-6
6.3   Japanese IC Industry                                               6-8
      6.3.1 Battered Industry                                            6-8
      6.3.2 Foundry Plans                                                6-13
      6.3.3 Withdrawal from DRAM                                         6-13
      6.3.4 Trend in Partnerships                                        6-16
      6.3.5 Lower Cost Structure ­ Minifabs                              6-18
      6.4    Key Facts About Japan                                       6-26




                                       v
Chapter 7 Republic of Korea                                7-1

7.1   Macroeconomic Assessment                             7-2
7.2   Policy Developments                                  7-3
7.3   Outlook for 2011                                     7-6
7.4   IT Industry                                          7-8
      7.4.1 Introduction                                   7-8
      7.4.2 Telecom                                        7-9
      7.4.3 Internet                                       7-10
7.5   Semiconductor Industry                               7-15
      7.5.1 Introduction                                   7-15
      7.5.2 DRAM Industry                                  7-15
      7.5.3 Flash Memory Industry                          7-17
      7.5.4 Semiconductor Facilities                       7-18
      7.5.5 Semiconductor Supply Industry                  7-20
7.6   Packaging Industry                                   7-25
7.7   Key Facts About Korea                                7-27

Chapter 8 ­ Malaysia                                       8-1

8.1   Macroeconomic Assessment                             8-2
8.2   Policy Developments                                  8-4
8.3   Outlook for 2011                                     8-6
8.4   Technology Infrastructure                            8-8
      8.4.1 Introduction                                   8-8
      8.4.2 Malaysia's ICT Industry                        8-12
      8.4.3 Display Devices                                8-17
      8.4.4 Electronics Telecommunications Equipment       8-17
      8.4.5 Electronics Contract Manufacturing             8-18
8.5   Semiconductor Infrastructure                         8-18
      8.5.1 Semiconductor Industry                         8-18
      8.5.2 Semiconductor Manufacturers                    8-24
8.6   Key Facts about Malaysia                             8-29

Chapter 9 Singapore                                        9-1

9.1   Macroeconomic Assessment                             9-2
9.2   Policy Developments                                  9-4
9.3   Outlook for 2011                                     9-6
9.4   Electronics Infrastructure                           9-8
      9.4.1 Introduction                                   9-8
      9.4.2 EDB Industry Clusters ­ Electronics            9-19
9.5   Semiconductor Industry                               9-22
      9.5.1 Introduction                                   9-22
      9.5.2 Semiconductor Fabs                             9-23
      9.5.3 Semiconductor Equipment & Materials Industry   9-33
      9.5.4 Research and Development                       9-34
9.6   Key Facts About Singapore                            9-35




                                      vi
Chapter 10 Taiwan                        10-1

10.1   Macroeconomic Assessment          10-2
10.2   Policy Developments               10-4
10.3   Outlook for 2011                  10-6
10.4   Semiconductor Industry            10-8
       10.4.1 Introduction               10-8
       10.4.2 Semiconductor Fabs         10-25
10.5   Taiwan's IT industry              10-45
10.6   Key Facts About Taiwan            10-53




                                   vii
                                LIST OF FIGURES

                                                                Page

2.1    GDP Growth - China                                       2-3
2.2    China IC Demand Versus Supply 1995-2013                  2-15
2.3    China's Memory Demand                                    2-18
2.4    China's IC Applications                                  2-19
2.5    Silicon Wafer Technology Levels In China                 2-22
2.6    China Silicon Wafer Output Forecast                      2-23
2.7    Growth Of China's IC Design Houses                       2-33
2.8     China's Design Capabilities By Linewidth                2-35
2.9      China Design Houses By Location                        2-37
3.1      Contributions To Growth (Supply) ­ Hong Kong           3-4
4.1      Flow of Resources to Commercial Sector - India         4-3
4.2    Electronics Production Profile                           4-11
4.3    India's Software Export Market                           4-16
4.4      India's Electronics Exports                            4-19
5.1      GDP Growth - Indonesia                                 5-3
5.2      Foreign Investment To Indonesia 2008-2010              5-15
6.1      Semiconductor Sales by World Region                    6-12
6.2      Operating Income Of Japanese IC Companies 1998-2011    6-14
6.3      HALCA Project Objectives                               6-20
6.4      Fab Tool Overcapacity                                  6-22
6.5      Comparison Of Electric Consumption                     6-23
7.1      GDP Growth - Korea                                     7-5
7.2      Number Of Yearly .Kr Domains                           7-12
7.3      Number Of Internet Users                               7-14
7.4      Korea's Semiconductor Equipment And Materials Market   7-23
8.1      GDP Growth - Malaysia                                  8-3
8.2      X-Fab Roadmap                                          8-25
8.3      Siltera Malaysia Roadmap                               8-26
9.1      Singapore GDP Growth                                   9-4
9.2      Capacity Of Major Foundries                            9-25
9.3      Chartered Semiconductor's Capacity Plans               9-26
9.4      Chartered Semiconductor's Technology Roadmap           9-28
9.5      SSMC's Technology Roadmap                              9-32
10.1     Taiwan's Electronic Production                         10-3
10.2     World Foundry Capacity Breakdown By Country            10-22
10.3     Market Share Of IC Foundries                           10-47
10.4     TSMC's Capacity Roadmap                                10-27
10.5     UMC'S Technology Roadmap                               10-33
10.6     PSC'S Technology Roadmap                               10-37
10.7     Vanguard's Logic Technology Roadmap                    10-39
10.8     Winbond's DRAM Product Mix                             10-42
10.9     Winbond's DRAM Geometry Migration                      10-43




                                        viii
                                  LIST OF TABLES


                                                                           Page

1.1    GDP Growth Developing Asia 2007-2009                                1-4
2.1     Major Economic Indicators 2008-2013                                2-8
2.2     China's Electronics Industry                                       2-13
2.3     China's IC Production                                              2-16
2.4     China's 8- And 12-Inch Fabs                                        2-24
2.5    Worldwide Foundry Capacity                                          2-27
3.1     Major Economic Indicators 2008-2013                                3-6
3.2     Performance Of Hong Kong's Exports Of IT Equipment                 3-9
3.3     Total IT Equipment Exports By Products                             3-10
3.4     Total IT Equipment Exports By Major Markets                        3-11
3.5     Performance Of Hong Kong's Exports Of Electronics                  3-19
3.6     Total Electronics Components Exports By Major Markets              3-20
3.7     Total Electronics Components Exports By Products                   3-21
3.8     Performance Of Hong Kong's Exports Of Telecommunications
        Equipment                                                          3-26
3.9     Total Telecommunications Exports By Categories                     3-27
3.10    Total Telecommunications Exports By Major Markets                  3-28
4.1     Major Economic Indicators 2008-2013                                4-5
4.2     Electronics Production In India                                    4-9
4.3     Market Share Of Semiconductor Applications                         4-14
5.1     Major Economic Indicators 2008-2013                                5-7
6.1     Japan's Mobile Subscriber Market                                   6-4
6.2     Japanese IC Sales Leaders                                          6-11
6.3     DRAM Market Leaders                                                6-15
7.1     Major Economic Indicators 2008-2013                                7-7
7.2     Korea's Equipment And Materials Suppliers                          7-24
8.1     Major Economic Indicators 2008-2013                                8-7
8.2     Malaysia's Electronics Industry - 2005-2010                        8-10
8.3     Malaysia's IT Industry Billings                                    8-13
8.4     Malaysia's Statistics For PCs and Internet                         8-16
8.5     Production Of Semiconductors, Integrated Circuits And Electronic
        Transistors                                                        8-20
8.6     Exports Of Semiconductors And Electronic Equipment And Parts       8-21
9.1     Major Economic Indicators 2008-2013                                9-7
9.2     Economic Contribution By Electronics Industry                      9-13
9.3     Domestic Exports Of Electronics                                    9-14
9.4     Electronics Trade                                                  9-15
9.5     Share Of Output                                                    9-17
9.6     Chartered Semiconductor's Fab Profiles                             9-26
10.1    Major Economic Indicators 2008-2013                                10-7
10.2    Major Indices for Taiwan IC Industry                               10-9
10.3    Major Indices of Taiwan IC Fabless Business
        10-10
10.4    Major Product Application of Taiwan IC Fabless Companies           10-12
10.5    Major Product Types by Taiwan IC Fabless Companies                 10-13
10-6    Market Distribution for Taiwan IC Fabless Companies                10-14
10-7    Top 10 Fabless companies in Taiwan                                 10-15
10-8    Major Indices of Taiwan IC Fabrication Business                    10-16


                                          ix
10.9    Top 10 Fabrication Companies in Taiwan                            10-18
10-10   Business Types of IC Fabrication in Taiwan                        10-19
10-11   Top 10 Import/Export Regions of Taiwan IC Market
10-12   Outsourcing Arrangements Of Japan's Electronics Device Makers     10-22

10.13 TSMC's Capacity And Utilization Rates                               10-28
10.14 TSMC's Silicon Foundry Fabs                                         10-29
10.15 UMC`S Fabs                                                          10-36
10.16 Powerchip Semiconductor's Fabs                                      10-27
10.17 Taiwan's IT Industry in 2005                                        10-47
10.18 Production Value Of Taiwan Opto-Electronics Industry                10-50
10.19 Taiwan's 10 Leading Opto-Electronic Products In 2003 & Production
      Value                                                               10-52
10.20 Key Development Goals                                               10-53