A few days ago, the trade war between China and the United States continued to heat up and ICs became the focus of this war. As a domestic semiconductor company, Shi Lanwei said in an agency survey recently that it will vigorously purchase domestic equipment in the future. 'This trade war has made Chinese companies Be more aware of what you need to do.'
8 inches line for the end of the month production capacity 4W
Silan Micro said in an agency survey last week that its 8-inch line is currently progressing smoothly, with a production capacity of approximately 2 W/month. It strives to achieve a production capacity of 4 W/month at the end of 2018 or the first quarter of next year, and will introduce heavy volumes such as high-voltage MOS. Products, then gradually import the circuit, low voltage MOS, cool MOS and other products.
The total investment of Silan Micro 8-inch line project is 1.55 billion yuan. By the end of 2017, the project investment has been completed 1.372 billion yuan, and the project progress is 90%.
Si Lanwei pointed out that the 8-inch line construction from equipment to raw materials talents are all difficulties that need to be broken. The 8-inch line in 2017 will contribute to the company's revenue, and the proportion of revenue in 2018 may be 20% to 30%. The 8-inch line is still in the ramp-up phase of production. The revenue for the 8-inch line next year will be equivalent to a full 6-inch line.
According to Silan Micro's 2017 annual report, due to the incomplete production of the 8-inch line, the higher fixed cost allocation, and the loss of Silan Jiji to a certain extent, had a partial impact on the overall performance of Silan Micro in 2017. The report shows that The total revenue of Silan Micro in 2017 was 2.742 billion yuan, an increase of 15.44% year-on-year; net profit was 169 million yuan, an increase of 76.75% year-on-year.
On the 12-inch line, Silan Micro said that it will speed up the construction of the 12-inch line. Currently, it is actively promoting the project. It will start work at the end of this year. The construction period will be about two years, and it will be put into operation within three years from now.
According to the previous announcement, Silan Micro and Xiamen Semiconductor Investment Group jointly established two 12-inch 90-65nm specialty process chip production lines in Haishu District. The project plans to invest 17 billion yuan in product positioning as MEMS, power semiconductor devices and related products. The first 12-inch specialty process production line has a planned production capacity of 80,000 tablets/month. It will be implemented in phases, with an initial planned production capacity of 40,000 tablets/month.
Shi Lanwei stated that the company’s production capacity utilization rate for each production line is basically full, and it has been in a tight state since the last 16 years. In terms of specific products, the 6-inch line capacity of IGBT products is about 1w/month, and 8-inch lines are actively being imported. MEMS is expanding into the mid- to high-end mobile phone market, but it will take time to further increase the volume, and the efficiency will increase significantly after 8-inch lines.
In respect of subsidiary companies, Silan Integrated produced a total of 5 inches in 2006, with 2.399 million 6-inch chips, an increase of 11.32% year-on-year; Shilanji set situation will improve this year, output will increase, but it will take time, the company will further accelerate 8 inches The production line of the chip production line was put into operation. Shilan Mingxin turned profitable in 2017 and is still expanding its LED business. It is striving to enter the high-end field and will further increase the output scale in 2018.
Strong purchase of domestic equipment in the future
Recently, Sino-U.S. trade frictions have escalated again. On April 3, the U.S. government issued a list of Chinese imports that are about to impose tariffs. The list includes about 1300 independent tariff items from the aerospace, information and communications technology, robotics, and machinery industries. .
In this list of tariffs imposed by the United States, the semiconductor industry took the lead and domestic substitution became the focus of the discussion. Si Lanwei is one of the few domestic IDM semiconductor companies with design, manufacturing, and packaging capabilities. Have higher expectations.
Silan Micro said in the survey that Silan Micro will not have major changes in the pattern in 2018. It will still focus on integrated circuits and discrete devices (about 40% each), and LED will also grow in part, and in the short term There is no intention of capital acquisition.
Shi Lanwei pointed out that the development of its semiconductors depends not only on the promotion of money, but on the need for time and people. It also points out that the development of the semiconductor industry cannot be eager for quick success. It takes 10-20 years of hard work because it is a relatively mature industry. , Competitors are international companies, domestic substitution is also a gradual process.
In fact, Silan Micro has made progress in its domestic alternative strategy. In 2017, its power module products have broken the monopoly of European and American companies in the field of white electricity and achieved mega-scale shipments.
In the face of increasingly fierce Sino-US trade warfare, Si Lanwei seems to have expressed his attitude toward this trade war in this investigation. Shi Lanwei stated that the company will vigorously purchase domestically-produced equipment in the future. 'The state is also very clear. In the future, the entire machine industry must vigorously use domestically produced chips, including this trade war, and it is not a bad thing. Let Chinese companies more clearly realize what they need to do.'