A few days ago, the Shandong Provincial Department of Industry and Information Technology officially issued the "14th Five-Year Plan for the Development of the Third-Generation Semiconductor Industry in Shandong Province" (hereinafter referred to as the "Development Plan"), proposing to create a spatially agglomerated and functionally related third-generation national third-generation semiconductor industry. Semiconductor industry highland.
According to the reporter's understanding, Shandong currently has more than 20 third-generation semiconductor companies, and has gradually formed a relatively complete industrial chain of substrate materials, epitaxial materials, chip design, device manufacturing and packaging and testing. Among them, Shandong gave birth to Tianyue Advanced, China's largest silicon carbide single crystal material supplier listed company, and introduced BYD Semiconductor to settle in Jinan and realize the smooth completion of the project, which attracted the attention of the industry.
(Tianyue Advanced Factory Park)
For Shandong, which has always been known for its traditional industries, its efforts to develop new materials and semiconductor industries have attracted considerable attention. Yang Jiankai, a chip semiconductor industry analyst at Yuanchuan Research Institute, told reporters that the regional layout of the third-generation semiconductor industry must make good use of its own resources, energy and other comparative advantages, and fully consider the market competitiveness of downstream products. At the same time, the local area also needs to be in business Only by increasing environmental support can we continue to attract more leading companies and high-end talents, improve the industrial chain, and form an industrial ecology.
Shandong related industrial chain
has gradually improved
In recent years, benefiting from the multi-point explosion of demand in downstream application markets such as new energy vehicles, photovoltaic energy storage, smart grids, and industrial automation, the power semiconductor market has ushered in a high boom cycle.
The reporter noticed that the third-generation semiconductor material industry is an industry currently encouraged to develop in my country. The national level has issued a number of encouraging and supportive policies, and the local level has also responded actively, and through policies, substantive people, The injection of financial and material resources has promoted the agglomeration and development of the semiconductor material industry in various places.
For Shandong, as a province with a relatively complete range of industrial categories, it has good prerequisites for the development of the third-generation semiconductor industry. “In many aspects of the third-generation semiconductor industry, Shandong has already had molding technology reserves. Related The industrial chain is relatively comprehensive, such as substrate materials, epitaxial materials and packaging, but there is no complete industrial planning in the early stage." Wang Chengxin, chairman of Inspur Huaguang, told reporters that the development of the third-generation semiconductor industry needs to be driven by demand, and market demand is in the early stage. Before it was formed, few companies were willing to fully turn to this field. "The market demand for third-generation semiconductors was first the emergence of mobile phone fast charging, and then the popularity of 5G base stations, equipment and new energy vehicles in recent years has brought huge... Therefore, while relevant companies are increasing their layout for production and research and development, they are also attracting more and more attention from the outside world. "
It is understood that Inspur Huaguang is the first to introduce MOCVD equipment in China and specializes in the research and development of compound semiconductor epitaxial wafers and optoelectronic devices. It is a high-tech enterprise that produces third-generation semiconductors. It is also one of the first companies in Shandong Province to conduct research, development and production of third-generation semiconductors. It has a complete industrial foundation in epitaxial material growth, chip preparation and device packaging. Last year, Inspur Huaguang also participated in the project. This is the preparatory step for Shandong’s third-generation semiconductor development plan. "Before formulating the plan, the Department of Industry and Information Technology held a planning meeting in Jining, Jining. At that time, companies were mainly invited to participate in the discussion from four places with industrial foundations: Jinan, Qingdao, Weifang, and Jining."
(Inspur Hua) Optical Factory Park)
According to reports, currently in Shandong Province, the third-generation semiconductor industry chain is gradually improving, and a relatively complete industrial chain has gradually formed including substrate materials, epitaxial materials, chip design, device manufacturing and packaging and testing.
plans to build a tens-billion-level industrial highland
According to Shandong's "Development Plan" for third-generation semiconductors, Shandong will support Jinan, Qingdao, Zibo , Weifang, Jining and other cities to carry out pilot trials to promote crystal materials - chip and device manufacturing —The entire industrial chain of modules and system applications is intensively developed to create a tens-billion-level national third-generation semiconductor industry highland with spatial agglomeration and functional correlation.
(Third generation semiconductor core materials and chips)
Specifically, give play to the national integrated circuit design Jinan Industrialization Base, Qingdao Laoshan Microelectronics Industrial Park, Sino-German Ecological Park Integrated Circuit Industry Base, Zibo Qilu Intelligent Microsystem Innovation Industrial base, Jining provincial information technology industry base and other agglomeration advantages, Shandong proposed to build a "5+N" regional layout: Jinan will build a production cluster of SiC-based power semiconductor devices and build a domestic leading third-generation semiconductor industry base; Qingdao will The focus is on developing the design, manufacturing, packaging and testing of third-generation semiconductor materials, chips and devices; Jining develops the upstream SiC, GaN substrate, and epitaxial material manufacturing industries, and the midstream development of the third-generation semiconductor discrete devices, power devices and functional chip industries. Extend the chain to develop the downstream chip packaging and testing industry to create a third-generation semiconductor industry production and manufacturing base; Weifang lays out the research and development of third-generation semiconductor materials and devices; Zibo focuses on industrial control, new energy vehicles, photovoltaic power generation, energy storage and other fields Accelerate the industrialization of chip manufacturing for vehicles, charging piles, and new energy, and promote the scale of SiC module packaging; other cities will rely on the development foundation and characteristics of local industries to highlight differentiated development and strengthen coordination and linkage with key cities.
According to reports, eligible key projects in the industrial chain will be given priority to be included in Shandong Province’s major project database for the conversion of old and new kinetic energy, and the policy for the conversion of old and new kinetic energy will be fully utilized for key support. At the same time, it is also necessary to cultivate and strengthen leading enterprises in the segmented industries around key links in the industrial chain such as SiC, GaN and other crystal materials, power devices and modules, lighting and display devices, and downstream applications.
"Development Plan" also mentioned that focusing on areas with market potential such as semiconductor lighting, laser , power electronic devices, high-frequency broadband, Shandong will organize third-generation semiconductor product application pilot demonstrations to accelerate the penetration of into the market. Increase the localization rate, promote the rapid verification of upstream and midstream products in downstream applications, and form a virtuous cycle of using them to develop industries. According to
data, Shandong currently has more than 20 third-generation semiconductor companies, with main business income of 3.87 billion yuan in 2020. Shandong SiC, GaN and other epitaxial and chip production lines are in their infancy.
From "Shandong's No. 1 Core" to
" Silicon Carbide Substrate's First Stock"
After the 2022 Spring Festival, the news that BYD's Jinan project was recruiting 25,000 workers on a large scale attracted local attention, and the "labor wave" was precisely in Shandong The epitome of the accelerated development of the semiconductor industry.
reporter noted that in recent years, Shandong's semiconductor industry has experienced many landmark events, which have also witnessed the acceleration of its development. At the end of last year, Shandong's first 8-inch high-power chip production project completed full-line equipment debugging. Then at the beginning of this year, Tianyue, the "first silicon carbide substrate stock", landed on the Science and Technology Innovation Board . A series of events made Shandong's semiconductor industry in the industry Both the end and the capital end have received attention.
At the end of 2021, Shandong's first 8-inch high-power chip production project completed full-line equipment debugging, and was successfully put into operation at Jinan BYD Semiconductor Co., Ltd. . This is also known as "Shandong No. 1 Core" and "Jinan Core" by Shandong natives. According to relevant sources at
, the power semiconductor production line owned by the Jinan High Power Chip Production Project is one of the few 8-inch power semiconductor production lines in China that has been independently built and commissioned since 2006, in addition to the expansion of existing large factories. The chip product technology has completely independent intellectual property rights and can match corresponding processes for different product designs, reaching the internationally advanced level. "The production of 'Jinan Core' can not only fill the shortcomings in the application field of the chip industry and accelerate the localization process of my country's core power chips, but also help directly alleviate the problem of insufficient production capacity of new energy vehicles caused by core shortage."
cited The layout of leading enterprises has connected the development of related industrial chains in Shandong. It is understood that the high-power chip production project, together with BYD Semiconductor's design, packaging, and automotive applications, form a complete and healthy industrial chain ecosystem. Together with the BYD new energy power battery project that has already been settled, a relatively complete industrial chain has been built in Jinan. New energy automobile industry chain.
At the same time, the Jinan Municipal Government has also spared no effort in serving enterprises. The reporter learned that after BYD-related projects were launched, Jinan High-tech Zone organized dedicated personnel to assist the project parties, from company establishment, land listing, to construction license procedures, providing full-time assistance services, through the formulation of "granular" Promote the plan, the time is accurate to the day, and the responsibilities are accurate to the person. Make use of the time difference between land preparation and listing to make preparations for drawing design and review before the start of construction.
Since August 2021, BYD has successively invested in the construction of factories and industrial parks including chip, battery, and vehicle manufacturing in Jinan. They are almost the core links of the entire industry chain. Currently, three production lines are in the project construction stage. , will be put into production in the second half of this year. For this reason, BYD Jinan project will recruit 25,000 workers on a large scale this year to cope with the gap in labor demand.
In the application field of the third-generation semiconductor industry, in addition to Jinan BYD Semiconductor, there are also power semiconductors from Xien (Qingdao) Integrated Circuit Co., Ltd., Qingdao Huike Microelectronics Co., Ltd., and Zibo Meilin Electronics Co., Ltd. within the scope of production in Shandong. The construction and commissioning of chip device production lines will create new traction on the demand for third-generation semiconductor materials.
At the other end of the industry, the birth of "the first silicon carbide substrate" in Shandong is another story.
Tianyue Advanced is an enterprise mainly engaged in the research and development and production of third-generation semiconductor material silicon carbide. It was established in Jinan in 2010. Its main products include semi-insulating and conductive silicon carbide substrates, which can be widely used in microwave electronics, Power electronics and other fields.
In 2011, Jiang Minhua, former academician of the Chinese Academy of Sciences and professor of Shandong University, passed away, leaving behind a technology that successfully cultivated silicon carbide single crystals in the laboratory. Since then, Tianyue Advanced has spent a lot of money to purchase this technology from Shandong University. Since 2011, Tianyue Advanced has been fully committed to the industrialization of silicon carbide semiconductor materials. Shandong Tianyue achieved mass production of 2-inch silicon carbide substrates in 2012, mass production of 3-inch products in 2013, mass production of 6-inch conductive silicon carbide substrates in 2017, and mass production of semi-insulating 6-inch processes in 2019 .
As the problem of chips getting stuck is getting more and more attention, Tianyue has also been valued and sought after by the investment community. In 2019, Tianyue Advanced won many well-known domestic investments such as Hubble Investment, a subsidiary of Huawei . Institutional strategic investments. In just a few years, Tianyue quickly became a unicorn company and launched its listing. On January 12 this year, Tianyue Advanced successfully landed on the Science and Technology Innovation Board and became the "first silicon carbide substrate stock". According to Tianyue Advanced's disclosure, in addition to Huawei's investment, Aspiration Investment, a subsidiary of Ningde Times, Guangqi Qihao, a subsidiary of Guangzhou Automobile Group, SAIC Group, and Xpeng Motors are all on the investment list.
Industry insiders told reporters that the semiconductor industry is a capital-intensive industry , and listing funds to raise funds is very critical for companies. “In this industry, you must be able to raise a lot of money from the beginning, because only intensive capital investment can Rapidly advance research and development progress, improve technology as quickly as possible, and expand production to capture the market. On the other hand, equity incentives and other forms can also better retain high-end talents. "The reporter noted that currently, many companies in the industry in Shandong expressed strong support for listing. At the same time, it has attracted more and more attention from domestic investment institutions.
The development of the semiconductor industry
Particular attention must be paid to market orientation
Industry insiders pointed out that in response to the problems existing in the development of the third-generation semiconductor industry, Shandong should lay out the development of downstream applications of third-generation semiconductors and strengthen support for local enterprises in Shandong and related companies outside the province. To attract investment, provide policy support to relevant enterprises in terms of industry recommendation, tax incentives, equipment procurement, research and development, etc. At the same time, it is necessary to rely on leading enterprises in relevant industries in the province to support and introduce downstream industrial companies, expand the industrial chain, and create a third-generation semiconductor industry cluster with the core chain of "materials-epitaxial wafers-devices-new energy vehicle electronic control" to accelerate Shandong Province is converting old and new driving forces.
reporter noticed that many provinces and cities across the country have introduced third-generation semiconductor industry plans, and the industry has also become a competition track for many places.
Yang Jiankai, a chip semiconductor industry analyst at Yuanchuan Research Institute, analyzed to reporters that the layout of the third-generation semiconductor industry must first consider the advantages. For example, for provinces with relatively developed energy and chemical industries, energy costs will become a significant advantage, followed by the industrial chain. The construction needs to be complete, with upstream and downstream clusters formed, so that products can be produced and sold. "From the perspective of industrial rules, whether it is third-generation semiconductors or others, there must be a leading company to drive applications and form clusters in the upstream and downstream."
Yang Jiankai analyzed to reporters using Shanxi Xinzhou Semiconductor Industrial Park as an example, Xinzhou has rich bauxite resources. At the same time, the industrial park attracts companies with its very low electricity cost advantage. There are also leading companies in the industry settled in the park, such as a radio frequency chip called North Latitude 38 Degrees. Manufacturing enterprises, whose products are relatively unique and have competitive potential in the market, have a good traction effect on the industrial chain of the park. "From the perspective of the industrial chain, if the products can be digested locally, the upstream and downstream can be connected in series. But if the products cannot be digested locally, they can attract mature domestic companies to open branch factories. According to the mature companies The existing market demand can drive the R&D and production of local industries. This can achieve the effect of 'killing two birds with one stone'. On the one hand, enterprises can make money, and on the other hand, it supports the development of local industries. With a clear market demand orientation, industrial construction can Risks can also be reduced."
Regarding how local areas can attract leading companies and talents, Yang Jiankai believes, "First of all, the local area needs a better business environment, and the local government needs to really serve these semiconductor companies, and be I am determined to support it all the time.”
In addition, industry insiders told reporters that Shandong’s high-profile release of the “Development Plan” for third-generation semiconductors is enough to demonstrate Shandong’s confidence in developing the industry, but at the same time, companies also need some specific projects from the government. Support requires more “real money” investment. “The first consideration for enterprise development is economic benefits. When the initial investment is too large, there will be a drumbeat in the heart, and no one can guarantee success. Therefore, the government should provide guidance on technical projects, so that enterprises can strive to pass project development, technology Develop to accumulate technology in all aspects, combine scientific researchers with industrial personnel, and gradually transform technology into industry, playing the role of an incubator.”
