According to China International Tendering Network recently disclosed that Yangtze Memory has issued a new round of (41st batch) international tender announcements, including packaging-grade high-parallel chip sorting machines, high-speed chip test machines and other products. In addition, the second phase of the National Memory Base Project implemented by Yangtze Memory Storage recently started construction in Wuhan East Lake High-tech Zone with a planned production capacity of 200,000 pieces per month. After reaching production, the total monthly production capacity with the first phase project will reach 300,000 pieces.
Institution believes that Yangtze Storage has purchased a total of 1,362 process equipment, is bidding for 430 process equipment, and has purchased a total of 1,792 process equipment. There are more than 200 equipment procurement plans recently, mainly including CVD, etching, measurement, glue removal equipment, etc. In addition, the start of the second phase of the Yangtze River Storage project will also bring market opportunities to domestic equipment.
Check industry data, check the website for upstream lines: www.hanghangcha.com
Semiconductor Device market size
Mainland China is an important market for global semiconductor equipment. According to SEMI, global semiconductor equipment sales in 2019 were US$59.8 billion, a year-on-year decrease of -7.4%.
Mainland China is the second largest semiconductor equipment sales region in the world, with sales of US$13.45 billion, a year-on-year increase of 2.6%. The largest semiconductor equipment sales market is Taiwan, China, with sales in 2019 of US$17.12 billion, a year-on-year increase of 68.3%, and a strong momentum.
The proportion of semiconductor equipment sales is mainly due to the recovery of the industry's prosperity and the expansion of production lines of local manufacturing companies. With the transfer of semiconductor production capacity to the mainland, the upgrading of process and silicon wafer sizes, and the strong support of policies, the growth of semiconductor equipment in mainland China is strong.
semiconductor equipment industry chain
semiconductor manufacturing supporting support is mainly divided into two aspects: equipment and materials. Among them, semiconductor equipment is mainly used in the manufacturing and packaging and testing of integrated circuits, and is divided into wafer processing equipment, packaging equipment and testing equipment. Among the
wafer processing equipment, the lithography machine , etching machine, and thin film deposition equipment (PVD and CVD) are the most technically difficult, with the three accounting for 30%, 25%, and 25% respectively.
detection equipment is used in both wafer processing (front channel detection) and packaging and testing (back channel detection).
The upstream of semiconductor equipment is the electronic components and mechanical processing industry. The raw materials include mechanical parts, vision systems, relays, sensors, computers and PCB boards, etc. The downstream of the industry is mainly packaging and testing , wafer manufacturing, and chip design.
semiconductor equipment market structure
Global semiconductor equipment competition landscape is highly concentrated (CR5 accounts for 75%), and the main core equipment field is still dominated by overseas manufacturers, mainly monopolized by the United States, Japan, and Dutch companies. Leading companies have large revenue scale (revenue exceeds 10 billion US dollars) and rich product layout. The market size of
lithography machine is about US$16 billion, and the three major leaders have 95% of the market. The leading foreign EUV lithography machines are ASML, Nikon , Canon, etc. ASML is the leading company and has been able to realize the previous 5nm lithography. The market size of
etching equipment is about US$11.5 billion, and the top three overseas suppliers have 94% of the market share. Currently, the major global silicon-based etching manufacturers are Lam (Panlin Group) and AMAT (Applied Materials), both of which have 97% market share, and the main dielectric etching manufacturers are TEL (Tokyo Electronics) and Lam (Panlin Group), with 97% market share. The market size of
thin film equipment (meteorological deposition) is about US$14.5 billion. The main CVD manufacturers are Hitachi , Lam (Panlin Group), TEL (Tokyo Electronics), AMAT (Applied Materials), etc., which account for more than 70% of the market. PVD is 90% market share by AMAT (Applied Materials), Evatec and Ulvac.
sorting machine manufacturers, including Colin, Edwan, Epson, etc., have a market share of up to 70%; and the probe station is basically monopolized by Tokyo Precision, Tokyo Electronics, and SEMES.
Compared with that, domestic equipment companies are smaller in size and have relatively single product lines. Domestic equipment manufacturers have made gradual breakthroughs in single crystal furnaces, etching, deposition, slicing, thinning, etc., and multiple mid-to-high-end industrial chain links rely on foreign imports.
Driven by policies such as "02 Special Project", mainland wafer fab equipment self-management rate is strong, and domestic equipment companies are ushering in a key opportunity for domestic substitution.
is the only Chinese equipment manufacturer to enter TSMC's 7nm process. The 8-inch plasma etching machine of Northern Huachuang has entered SMIC . The packaging link etching machine has basically been domesticized, with a domesticization rate of nearly 90%.
Domestic manufacturer Changchuan Technology test equipment is mainly in the mid-to-low-end market, mainly in digital-analog hybrid test machines and power test machines. Others include Shanghai Ruili, Zhongke Air Testing, Shanghai Precision Semiconductor, etc.
development equipment global core supplier is TEL (Tokyo Electronics), and currently, Shenyang Xinyuan has mid- and low-end products in China. In terms of ion implanter , only Kaishitong and Zhongkexin have the R&D and production capacity of ion implanter in China.
cleaning equipment manufacturers SCREEN, Tokyo Electronics, and LAM account for a total of 88%. Currently, the SAPS products of domestic Shengmei Semiconductor have entered the production line of first-class semiconductor manufacturers. After integrating Akrion, Northern Huachuang provides single-chip cleaning and tank cleaning equipment, which has entered the production line of SMIC. Zhichun Technology has obtained batch orders for wet cleaning equipment, with orders of more than 200 units in the next five years.
Semiconductor equipment industry chain related companies:
chip design: Nvidia, HiSilicon, MediaTek, Texas Instruments, Aderno Semiconductor, STMicroelectronics, Chip Source Systems, Silicon, Shengbang Co., Ltd., etc.
wafer foundry: Terida , Huafeng Measurement and Control, Kexiu, Changchuan Technology, etc.
packaging and testing manufacturers mainly include: Sun and Moonlight, Antu, Changdian Technology , Huatian Technology, Tongfu Microelectronics, Microsilicon Electronics, Xinquan Technology, etc.
Semiconductor technology upgrade is often manifested as "one generation of technology, one generation of equipment". With the upgrading of technology, it will also bring about huge demand for equipment. According to SEMI data estimates, China will show more significant potential for semiconductor equipment sales growth in the future. It is expected that the growth rate of 2020 to 2021 can reach 10% to 16%, faster than the global average growth rate of 6 to 10%. China's region ushers in a great opportunity for the growth of domestic equipment, with an annual market size of 13 to 16 billion US dollars.
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