Domestic semiconductor equipment successfully entered SMIC, when will 100% domestic replacement be achieved?
2021-07-25
Domestic semiconductor equipment successfully entered SMIC, when will 100% domestic replacement be achieved?
- Categories:Industry news
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- Time of issue:2021-07-25
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(Summary description)There are three trump cards in the chip field, namely EDA/IP tools, semiconductor equipment, and semiconductor materials. Whoever masters these three trump cards has the dominance in the chip field.
Domestic semiconductor equipment successfully entered SMIC, when will 100% domestic replacement be achieved?
(Summary description)There are three trump cards in the chip field, namely EDA/IP tools, semiconductor equipment, and semiconductor materials. Whoever masters these three trump cards has the dominance in the chip field.
- Categories:Industry news
- Author:
- Origin:
- Time of issue:2021-07-25
- Views:0
Information
There are three trump cards in the chip field, namely EDA/IP tools, semiconductor equipment, and semiconductor materials. Whoever masters these three trump cards has the dominance in the chip field.
The two trump cards of EDA/IP and semiconductor equipment are mastered by the United States, while semiconductor materials are mastered by Japan. Other countries and regions, on these three trump cards, basically can only rely on these two countries.
Here we take semiconductor equipment as an example, put a few data, and everyone will understand.
Among all semiconductor equipment, there are 4 kinds of equipment with the highest proportion, namely lithography, etching, thin film deposition and process inspection, accounting for about 74% of all equipment costs, of which lithography accounts for about 21%, Thin film deposition is about 22%, etching is 20%, and process inspection is about 11%.
And how high is the domestic proportion? Lithography machine is less than 1%, process inspection equipment is about 2%, etching type is about 7%, and thin film deposition type is about 8%.
Semiconductor Equipment Industry Overview
Maybe other countries and regions don’t matter in such a situation. It’s okay to buy American ones anyway, but mainland China really can’t. As long as they fall behind, they will be stuck in their necks, and they will be controlled by others. This is not a superficial threat, but has already been blocked. Well, advanced equipment we can't buy.
Therefore, over the years, domestic manufacturers are also working hard to continuously improve the localization rate of semiconductor equipment and reduce their dependence on foreign products. For example, the etching machine of China Microelectronics has reached the world's advanced level.
Recently, there is good news, that is, in the field of chemical mechanical polishing equipment, one of the integrated circuit manufacturing equipment, China Electronics Technology Electronic Equipment Group Co., Ltd. (hereinafter referred to as "Electronic Equipment") has achieved a large degree of domestic substitution.
Even SMIC gave a very high evaluation, saying that this is the only domestic equipment supplier with a replacement rate of 100%.
In addition, not only SMIC, but also the large production lines of chip manufacturing giants such as TSMC, UMC, and Huahong Hongli have already used the 200mm polishing equipment of electric equipment, and even in the 8-inch chemical mechanical polishing equipment market, electric equipment has been Recovered 70% of the market share.
Of course, chemical mechanical polishing equipment is not a particularly core equipment, but as long as it can achieve domestic substitution, it is also good news. After all, there are dozens of semiconductor equipment, and any one must be broken.
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