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1. A map to see the difference between Taiwan's advanced manufacturing process;
Focusing on the data from digitimes, SMIC's technology strategy is to invest in R & D of advanced manufacturing processes and introduce mass production as early as possible. From a technical blueprint, the 14-nanometer FinFET process is scheduled to be mass-produced in the second half of 2019.
SMIC's 28nm process started mass production as early as the third quarter of 2015 and contributed revenue. Its share of revenue also climbed from 0.1% in Q3 2015 to 8.8% in Q3 2017, mainly due to the PolySiON process, Customers are also limited to Qualcomm.
Due to the poor yield, HKMG process contributed very little to SMIC revenue.
SMIC plans to launch the 28nm HKC + platform in the second half of 2018.
In the first half of 2020, TSMC planned a 5-nanometer FinFET process for mass production of ultra-violet (EUV) process. By then, the gap between TSMC and SMIC will widen to 3 generations.
As of the end of 2017, although Huali Microelectronics still focuses on the 55nm process, its share of revenue from the 40nm process climbed from 7% in 2015 to 25% in 2017.
The next generation of 28-nanometer PolySiON process is expected to be introduced into production in the second half of 2018.
When the fourth quarter of 2019 core 22-nanometer FD-SOI process into mass production is expected SMIC and Huali micro-28-nanometer manufacturing process OEM prices have a negative impact.
2. China's IC supply chain security risks exist to enhance the supply of silicon is imminent;
Since the end of 2016, the market supply gap of silicon, the most important raw material for the manufacture of integrated circuits, has continued to widen, with product prices surging by 60% and the market is seriously in short supply. However, the supply of silicon wafers in China is seriously lacking. 8-inch and 12- The degree of reliance will reach 86% and 100% respectively. By 2020, China's large-scale newly-built integrated circuit production line will be put into operation one after another, and will face the risk of silicon supply security. It is proposed to vigorously nurture and support the domestic silicon enterprises to enhance the domestic silicon supply Ability, provide strong support for the development of China's IC industry.
Silicon in short supply
China's IC supply chain there is a security risk
Global silicon supply is monopolized by international giants Silicon is the most important raw material in the manufacture of integrated circuits, accounting for more than 20% of the total cost of integrated circuits manufacturing raw materials. It is also an important carrier for ensuring the performance of integrated circuits. After years of competition, Chip market has gradually formed a highly monopoly development pattern.Xin Yue Japan, Japan SUMCO, China Taiwan Global wafer, Siltronic, Germany, South Korea SK Siltron five suppliers accounted for 92% of the global silicon market.In the more technically demanding 12-inch Silicon wafer market, the top five suppliers market share of more than 97% of which the former No. 6 Taiwan's global wafer company in 2016 consecutive acquisition of Denmark Topsil company and the United States Sun Edison company, the market share ranked third, Further consolidate their position in the industry.Improvement of market concentration also raised the pricing power of silicon makers.
Driven by strong demand in the IC market, the prices of silicon wafers have risen sharply, driven by application markets such as the Internet of Things, data center servers and mobile phones, and the global IC market has regained positive growth in 2016. The Global Semiconductor Trade Association (WSTS) Global IC market growth rate will reach 19.1% .Intel, Samsung, TSMC and other leading enterprises have announced large-scale expansion plans, SMIC, the Yangtze River storage and other new production lines have been started construction. Strong market demand makes the silicon price from The continuous upward trend of 12-inch wafers from Japan's SUMCO reached 120 US Dollars per tablet, up 60% from the end of 2016. As the wafers have not expanded their capacity for many years, it is estimated that in 2017, the global wafers The market supply gap will reach 5%, 2019 will exceed 10%.
China's IC industry is facing risks of being cut off by overseas silicon makers. As the global silicon market is in short supply, leading companies in integrated circuits such as Samsung and TSMC have tended to sign long-term supply agreements with silicon wafers to lock in the silicon supply and ensure future expansion Plan will not be affected.China's integrated circuit industry has just started the great development, the mainland integrated circuit manufacturing enterprises on the upstream bargaining power of raw materials companies is weak.As the global silicon supply gap continues to increase, foreign silicon suppliers are likely to give priority to supply TSMC, Samsung and other leading enterprises, and even to protect the supply of leading enterprises and to stop the supply to mainland China enterprises.However, the mainland silicon companies do not yet have 12-inch wafer supply capacity, 8-inch wafer production capacity is also very low, the external dependence reached 86% or more, making the planning and construction of integrated circuit production line in China facing the risk for the moment.
China's silicon supply capacity is not enough
But has ushered in the development of opportunities
The technological backwardness of the mainland silicon enterprises and the weak synergistic effect of the upstream and downstream industries make it difficult to support the development of the IC industry in the short term. First, the mainland enterprises do not yet have a 12-inch wafer manufacturing technology for advanced process technology and only grasp 8-inch and 6-inch Small and medium-sized wafer manufacturing technology.As the overseas advanced silicon device companies and silicon leading enterprises have formed a close cooperative research and development relations and signed a technical confidentiality agreement so that the two co-developed custom equipment can not be sold to our country Silicon enterprises, China can only buy unimproved general equipment, making China's silicon companies need to re-develop technology, technology progress has always been backward.
Second, supporting enterprises, silicon companies and integrated circuit manufacturing companies have not yet formed a good synergy between the mechanism.Silicon is a fully competitive market, the cost and performance of silicon determines the downstream production line procurement options.China's mainland wafer production The need for electronic grade polysilicon raw materials, single crystal furnace equipment, graphite crucibles, grinding machines, polishing machines, polishing cloth, silicon boxes, etc. need to be imported, making the cost of domestic silicon has more than 20% of the market price, the lack of market Competitiveness, it is difficult to enter the integrated circuit manufacturing supply chain, it is difficult to break the silicon market supply pattern.
Domestic silicon development has ushered in the golden window period.One is the global silicon technology progress almost suspended for us to catch up for the time.At present, the global IC manufacturing production line has been suspended to 18-inch upgrade, the leading enterprise planning and construction of advanced process technology Production lines are 12 inches at this stage, 18-inch production line of economic benefits than 12-inch and no advantage.Linux, TSMC and other leading companies on the 18-inch production line conservative, forecast at least 2023 years later to start the construction of 18-inch production line The pause in upgrades has secured valuable time for research and development of our silicon manufacturing technology.
Second, the mainland vigorously build integrated circuit manufacturing production line for the domestic market to provide silicon. The mainland is accelerating the layout of integrated circuit production line .As of the end of 2016, 12-inch production line has been built 11, under construction 13. According to statistics, in 2016, The production capacity of 12-inch IC production lines in mainland China accounts for 9.5% of the global total. The demand for 12-inch silicon wafers is 500,000 pieces / month, 1.2 million pieces / month in the next five years, 700,000 pieces / month.
Third, the state 'big fund' has begun layout of the silicon industry, capital infused for industrial development. Large fund and Shanghai Guosheng joint venture set up silicon industry group, and controlled by Shanghai Xin Sheng, Shanghai Xin Ao, the acquisition of Finland Okmetic, shares France Soitec Xinlian has invested in the construction of a 12-inch wafer fab with a planned production capacity of 600,000 pieces / month in 2021. 'Grand Fund' and Xinhua Semiconductor Co., Ltd., a joint venture with Jiangsu Zhongneng, will layout and manufacture electronic grade polysilicon to enhance the supply of domestic silicon raw materials ability.
Reflections on Improving the Supply Capacity of Silicon Wafers in China
First, we will continue to support the technology research and development through major special funds, focusing on key technologies such as preparation of electronic grade polysilicon, preparation of single crystal silicon, cutting and polishing, development of silicon devices, and preparation of excipients, to break through core technologies as soon as possible, and to accelerate the transformation of technologies and industries To improve the production capacity of silicon wafer enterprises, reduce pressure on R & D costs and enhance the market competitiveness of domestic silicon chips.
Second, the acquisition of foreign capital as a link and the integration of the internal. With the 'big fund' and other strategic investment funds as the capital bond, the acquisition of foreign technology but the lack of market development capacity of silicon, equipment manufacturing and supporting enterprises to rapidly upgrade domestic silicon The overall strength of the film industry through the fund holding way to promote the integration of the mainland silicon enterprises using platform companies to build the model to enhance the competitiveness of mainland enterprises in the global market.
Thirdly, it supports the mutual verification between mainland integrated circuits, silicon wafers and supporting enterprises, supports the cooperation between silicon enterprises and integrated circuit manufacturers and pilot production lines, and researches and verifies domestic silicon wafers. The first batch of domestic silicon Chip products and wafer companies are given preferential policies to support the first batch of electronic grade polycrystalline silicon products etc. Increasing premium subsidies or establishing insurance funds for domestic integrated circuit materials application will reduce the risk of ICs using domestically produced silicon and enhance the use of downstream users confidence.
The fourth is to guide the silicon industry to carry out reasonable regional distribution, give full play to the advantages of abundant energy resources in central and western China, and guide the reasonable regional distribution so as to enhance the competitive strength of silicon enterprises. It is suggested that a high degree of automation and high energy consumption of silicon The layout of the crystal manufacturing sector is located in the low energy cost areas in central and western China. The silicon chip grinding and polishing, testing and technology research and development are closely related to IC production lines, and should be given priority in Beijing, Fuzhou, Xiamen, Quanzhou and Yangtze River Delta where IC production lines gather Other cities and regions. China Electronics News
3. Mountain View shares appointed Chairman Liu as chairman
December 29 news, Mountain View shares recently (838,539) made an announcement that the Board of Directors on December 28, 2017 considered and adopted by the appointment of chairman of the company as chairman of the board, the term of office from the second session of the Tenth Meeting of the Board considered the date From the expiration of the term of the current board of directors.
According to dig net peasants learned that Liu Zong holds 22.08% shares of Mountain View shares, due to personal reasons Fang Haitao resigned as chairman of the board of directors, is now elected director Liu Long as chairman of the second session of the Board, the term of office from the second session of the Board of tenth From the date of the approval of the meeting to the expiry of the term of the current board of directors.
Mountain View shares said the appointment will not adversely affect the company's production and operation.
Information disclosure obligations: Liu Long, born in December 1969, Chinese nationality, without permanent residence abroad. Master's degree, graduated from the University of Southern California in 2000. From 1994 to 1995, he served as Shenzhen Huawei Technologies Co., Ltd. R & D Engineer, 1996 to 1998 in Bell Labs Microelectronics Asia Pacific (Singapore) as a chip design engineer, 2000-2003 Silicon Valley chip design company in California as a chip design engineer, 2004-2005 in Suzhou World Hong Technology As a chip design project manager, in May 2005, he founded Shanghai Mountain View Integrated Circuit Technology Co., Ltd. and served as a director and general manager of the current term from May 22, 2015 to May 21, 2018.
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