[September 27th News] I believe everyone knows that the entire chip industry chain is divided into three areas: chip design, chip manufacturing, and chip packaging and testing. At present, the most lacking in China is chip manufacturing capabilities. In chip design In the field of chip packaging and testing, we have been able to reach the top 5nm process level. In the field of semiconductor manufacturing, in addition to semiconductor equipment, semiconductor materials are the cornerstone of the entire chip industry. For example, the fastest and most important silicon chip for manufacturing chips is currently More than 90% of the chips are made of silicon materials. According to relevant statistics, in 2019, global silicon wafer sales reached US$15 billion. In the past five years, the annual growth rate of silicon wafer production capacity has exceeded 25%. However, due to the high difficulty of production technology for such important silicon wafers, the domestic silicon wafer market is still monopolized by foreign manufacturers;
According to statistics, the global The highest-selling silicon wafers mainly come in two sizes, 200mm (8 inches) and 300mm (12 inches). Among them, 12-inch wafers account for 70%+ market share of the entire wafer market. Why is the demand for 12-inch wafers so high? Big?
This is also because the current 90nm and below chips are produced using 12-inch silicon wafers, so that large-size silicon wafers have higher material utilization and lower costs. However, as the chip manufacturing process improves, the size of the silicon wafers has begun to change. However, the larger the wafer size, the higher the difficulty of its production technology. There is only one domestic manufacturer that can produce 12-inch wafers. This manufacturer is Shanghai Xinsheng, a subsidiary of Shanghai Silicon Industry, but it still has production capacity. Limited, it is expected that by the end of 2020, it will only be able to reach 200,000 pieces/month. Therefore, according to statistics, in 2018, the share of domestic silicon wafers only accounted for about 3% of the global wafer market share, while in 2019, domestic domestic wafer products only accounted for about 5% of the global market share. The market share of wafer products has grown, but the most important thing is to focus on the size of 200mm (8 inches) or less. However, for large-size wafers of 12 inches, it still needs to rely on imports.
Currently silicon wafer products are mainly monopolized by Japan, Germany, South Korea and Taiwan, China. Companies in these countries and regions control more than 90% of the global silicon wafer market. The top five semiconductor wafer factories in the world are Shin-Etsu Chemical and Sumco. , Germany Siltronic, China Taiwan Global Wafer and South Korea LG Siltron; But our domestic manufacturers have also realized that they want to produce chips, and silicon chips are also a giant. At present, Wuxi, Jiangsu is also building the country's largest integrated circuit silicon wafer production base , The plan is to produce 300mm (12 inches), and the production capacity can reach 500,000 wafers/month. In recent years, the number of new wafer manufacturers in China has accounted for 42% of the world, the world's fastest growth rate.
Finally: Dear friends, what are your opinions and opinions on this? Welcome to leave a message in the comment area to discuss, and look forward to your wonderful comments!
