In addition, from the 2016 wafer manufacturing materials accounted for the proportion of view, the largest proportion of silicon wafers 30%, with the downstream intelligent terminal chip performance requirements continue to improve, the requirements for the quality of silicon wafers also increased, and then Coupled with Moore's Law and cost factors driven, silicon wafer stable to large size direction.Currently the world's mainstream silicon wafer size is mainly concentrated in the 300mm and 200mm, shipments accounted for 70% and 20% respectively.
From the silicon wafer area demand for the main growth from the 300mm point of view, also confirmed that in the wafer manufacturing, the more advanced process or the main demand for growth sources; In addition, silicon wafer in 2013 ~ 2016 year shipments compound annual growth rate Up to 5.8%, higher than the silicon wafer industry at the same time the revenue growth rate, showing a significant decline in the average silicon wafer prices.As the silicon wafer is the main material of wafer manufacturing, in this round of semiconductor industry recovery, especially in the China's chip manufacturing plant is actively expanding production capacity, is expected to short-term silicon wafer industry will benefit from synchronization.
According to the global major silicon wafer manufacturers in 2016 revenue data, the top six manufacturers global market share of more than 90%, of which the top two Japanese manufacturers Shin-Etsu and SUMCO total global market share of more than 50%, Taiwan Global Wines M & A Singapore maker SunEdison Semiconductor, currently ranked third in the world, 2016 sales accounted for 17%.
China's semiconductor materials classification and market conditions similar to the global situation, silicon wafers and packaging substrates are wafer manufacturing and packaging materials accounted for the largest proportion of two types of materials, 2016 ~ 2017 China's semiconductor materials market, rapid growth, whether it is Wafer manufacturing materials or packaging materials, the growth rate of more than 10%.
China's mainland wafer manufacturing materials, the key materials are still dependent on imports, but with the strong support of the Chinese mainland government policy and large companies continue to invest in the industry chain, there have been such as Shanghai, or new semiconductor, security electronics, Shanghai Xinyang and Jiang Feng Electronics and other considerable strength of the manufacturers. These companies in policy support, and actively invest in research and innovation, the development of their products have achieved initial success, has now become the backbone of China's semiconductor materials industry, according to China's new fab and seal Measuring plant construction process, the majority of the construction of the production line will be introduced in 2018, mass production, then the corresponding upstream semiconductor materials industry will be a new round of explosive growth.