Set micro-net report on the sea
On the morning of May 21st, in the southern district of Kangqiao Industrial Park, Pudong New Area, Shanghai, a 12-inch advanced production line construction project (hereinafter referred to as 'Huahong Six Factory') constructed and operated by Shanghai Huali Integrated Circuit Manufacturing Co., Ltd. under the Hua Hong Group was implemented. The first process equipment - the lithography machine moved in. It is reported that the first process equipment imported this time is the Dutch ASML NXT 1980Di lithography machine, which is the most advanced immersion lithography machine on the Chinese mainland's integrated circuit production line.
The responsible person of Shanghai Huali told Jiwei.com that in the next five months, the Huahong No. 6 plant will be moved in a centralized manner, and installation and commissioning will be completed. Trial production will be completed before the end of this year, and a production capacity of 10K/month will be achieved. In addition to the first ASML lithography machine that was formally moved in, there will be more than one lithography machine in place in the coming months.
Hua Hong Sixth Plant will be completed and put into production by the end of 2022
According to the micro-grid, Huahong No. 6 Plant is the largest integrated circuit industry investment project in Shanghai, with a total investment of 38.7 billion yuan. It will build a 12-inch integrated circuit chip production line with a monthly production capacity of 40,000 chips, covering 28-14 nanometers of technology. Node. The project is planned to be completed by the end of 2022. The project is mainly engaged in the production of logic chips. It focuses on the manufacture of advanced chips for domestic design companies, and satisfies some key chip manufacturing requirements related to national information security.
Since the commencement of construction on December 30, 2016, under the orderly organization and coordination of the managers involved in the construction of the Huahong No. 6 Plant, the majority of builders have overcome the unfavorable factors of continuous rain, persistent high temperatures, and two Spring Festival holiday breaks. Reasonable arrangements and norms When the construction was faulty, after 16 months and half of efforts, the main plant has completed the decontamination and renovation. The related supporting electromechanical equipment is ready and the conditions for the entry of the process equipment are available. It is one and a half months ahead of schedule.
According to the relevant person in charge of Shanghai Huali, 'the application of future products is very extensive, including mobile communications chips, Internet of things and artificial intelligence, and so on.'
Zhang Suxin, Party committee secretary and president of Hua Hong Group, said that the start of Huali Phase II marked the beginning of the new 20-year journey of Hua Hong Group. The NXT 1980 Di lithography machine that was moved in was the most advanced lithography machine in China to date. This node is very special for Huali Phase 2. The Hua Hong Wuxi Base Project has also officially started on March 2 this year, indicating that the Huali Group's Huali Phase II and Hua Hong Wuxi Projects will have two 12-inch projects. At the same time to speed up.
Currently, a total investment of US$10 billion Hua Hong Wuxi Base Project (Hua Hong No.7 Plant) is under construction. It will build a new 12-inch specialty process integrated circuit production line with a process grade of 90-65 nanometers and a monthly production capacity of about 40,000 pieces, supporting 5G and Application in emerging areas such as Internet of Things.
There are many wafer fabs in the mainland to purchase ASML equipment
Lithography (also known as exposure machine) is the core equipment for the production of large-scale integrated circuits and has a decisive influence on the chip process. At present, only a very small number of lithography equipment manufacturers in the world can develop high-end lithography machines, and the Netherlands ASML has occupied 90% of the global market share in the field of high-end lithography machines. In the dry exposure machine, immersion lithography machine, EUV (extreme ultraviolet lithography machine) market is almost in a dominant position.
Prior to this, there was a market spread under the restrictions of the Western Wassenaar Agreement. China could only buy ASML's mid-to-low-end products, bid higher prices, and could not purchase ASML's high-end equipment. However, ASML has denied the rumors, and Expressed equal treatment to customers of wafer factories in mainland China.
According to the micro-grid, several ASML equipments have recently been shipped to Chinese mainland wafer fabs. Among them, SMIC has purchased the first US$120 million ASML EUV equipment, which is expected to be delivered in early 2019; The first lithography machine stored on the Yangtze River has also arrived at Wuhan Tianhe Airport. This lithography machine is ASML's 193nm immersion lithography machine, priced at 72 million US dollars for 14nm to 20nm process.
The NXT 1980Di lithography machine imported by Huahong No. 6 Plant is a 193nm immersion lithography machine, which can be used for 28nm~14nm wafer production. At the same time, it is also the most advanced immersion lithography equipment in mainland China.
Ron Kool, Global Executive Vice President of ASML, stated that since 2015, as a strategic partner of Huali, the ASML team has worked closely with the Huali team on 28nm R&D projects and has achieved great success in the field of photolithography. Afterwards, based on the ASML lithography machine, we continued in-depth cooperation with the Huali team in the 28nm HKMG R&D project. We hope that through this cooperation, the lithography field will be better and more comprehensive. Assist Huali R&D.
Hua Hong Sixth Plant Will Assist the Development of Shanghai's IC Industry
In 2017, the overall sales volume of the integrated circuit industry in Shanghai was close to 120 billion yuan, a year-on-year increase of more than 12%. Among them, chip design industry achieved sales of approximately 44 billion yuan, an increase of nearly 20% year-on-year; chip manufacturing achieved sales of nearly 30 billion yuan. The year-on-year increase was about 8%; the equipment and materials industry achieved sales of over 15 billion yuan, a year-on-year increase of more than 30%, becoming the 'troika' driving the rapid development of the integrated circuit industry in Shanghai.
It is reported that the 12-inch advanced production line project of Huahong No. 6 Plant has been included in the national “13th Five-Year Plan for the Planning of Major Productivity of the Industrial Productivity of the IC Industry”. It is one of the sub-projects of the State’s “910 Project” and is also the “Thirteenth Five-Year Plan” period. Major industrial projects in Shanghai and major projects in Shanghai.
The Huahong No. 6 Plant's move into the first process equipment marked the establishment of the southern district of the Kangqiao Industrial Park as a new base for the development of the Shanghai integrated circuit industry, and Shanghai achieved a phased victory in the implementation of the “Outline for the Promotion of the National IC Industry Development”. At the same time, it is of great significance for Shanghai to establish a high-level industrial cluster of advanced manufacturing industries and to launch the 'Made in Shanghai' brand.
The responsible person of Shanghai Huali told the reporter of Jiwei.com that the production capacity of Huahong No. 6 Plant has significant implications for the development of the IC industry in Shanghai. First, from the perspective of customers and services, it is possible to reduce the Reliance on manufacturing capabilities and the realization of localized production in Shanghai; At the same time, from the national strategic level, the Hua Hong Sixth Plant project also responded to the needs of the national strategy, and will implement autonomous and controllable high-end chips. (Proofreading/Fan Rong)
2. Shinji will publish the world's first six-lens 360-degree image processing chip
The server management chip supplier Xin Hao stated that the company is looking for a 360-degree camera industry trend and will release the world’s first six-lens large-pixel 360-degree panoramic camera dedicated image processing chip and mobile application on May 29th. Actual products and APP mobile applications, as well as the company's 360-degree camera industry hardware and software integration system.
Xinhao pointed out that the company uses its own SoC R&D capabilities and solid and deep-growing technologies to create the world's first six-lens 360-degree image processing chip, which not only fully supports six-lens large pixels, but also has a camera image mosaic, 4K2K high image quality zero Time difference broadcast and sharing are exclusive technologies tailored for 360-degree cameras, together with APP mobile applications, to achieve complete system planning for software and hardware integration.
The letter said that on the day of the presentation, the company's chairman and general manager, Lin Hung-ming, will explain the origins and prospects of the new product, and explain the system integration plan of the 360 camera industry created by the company from the inside out.
In addition, Xinfu will also invite the analyst of the Institute of Industrial Intelligence (MIC) Huang Weizheng to share the '360 degree camera application development trends and opportunities' industry in the 360-degree camera field on the day of the presentation, and open up relevant industry participants. Participate to help the market understand how a 360-degree camera will change the century-old photography perspective and future outlook. MoneyDJ
3. Cancel the investment in billions of dollars invested in integrated circuits. What core of Greion?
Set micronet reported on May 22 (reporter Zhang Yiqun) 'I don't need the country to give me money. We must invest in our own chip research success.' Recently, Gree Electric Chairman and President Dong Mingzhu said in an interview with CCTV. To invest tens of billions of dollars in chip development.
According to the 2017 annual report released by Gree Electric Appliances, revenue was 148.2 billion yuan, a year-on-year increase of 37%, and net profit was 24.402 billion yuan, a year-on-year increase of 45%. This was a record high, but profits were not distributed in this period, and retained funds were used for smart manufacturing. Integrated circuits and other new industries R & D and marketing.
This is the first time since Gree Electric Appliances went public in 1996 that it has declared dividends for the third time and in nearly 11 years. This move has also caused investors to come to no avail. The annual report opened the next day. Gree's share price gapped by 9% and was approaching the daily limit.
Gree announced that it is not news that it entered the chip field. In its 2016 annual report, it disclosed for the first time that it wanted to develop a chip for independent intellectual property rights. In 2017, Gree said that it had established a microelectronics division and planned to build its own chip. Dong Mingzhu also said last year that Gree’s self-developed chips will soon be successful.
It is understood that Gree Microelectronics is affiliated to Gree Communications Technology Research Institute and is the research and development unit under the direct leadership of Chairman Dong Mingzhu. It has digital front end, digital back end, analog design, layout design, hardware design, software design and power device design. The entire R&D team covers all aspects of the entire chip design. R&D personnel all have bachelor degree or above, over 80% from 985/211 universities.
According to Gree’s introduction, for air-conditioning products, involving a variety of chips, including external chips, internal chips, compressor chips, etc., Gree has already started to make IGBTs (insulated gate bipolar transistors) in previous years. Packaging, the main chip for the air conditioning machine has been able to design, for the part can not be designed to take the form of subcontract processing. Gree's current chip is mainly based on design, to meet their own purposes.
Gree mentioned IGBT is a kind of semiconductor power device, with high frequency, high voltage, high current, easy to switch and other excellent performance, is hailed by the industry as the "CPU" of the power converter device, is the core of energy conversion and transmission. The use of IGBTs for power conversion can improve the efficiency and quality of electricity use. It is highly energy-efficient and environmentally friendly. It is a key support technology for solving energy shortages and reducing carbon emissions. It is widely used in rail transit, aerospace, and ship drives. Smart grid, new energy, AC frequency conversion, wind power, motor drive, automotive and other strong electrical control and other industrial fields.
At present, China has become the world's largest market for IGBTs, but mainly depends on imports. The market is dominated by foreign countries, Europe, America, and Japanese companies.
According to Gree's recruitment information last year, in addition to traditional positions such as digital engineers and analog engineers, the hiring positions also plan to recruit power semiconductor R&D engineers. Semiconductor power devices may be Gree’s focus on pioneering fields.
In addition, the control of inverter air conditioners will be developed in the direction of intelligence and integration, and the core chips that they control will also become more and more advanced, and their requirements will become higher and higher. Compared with the chips required by ordinary home appliances, Have a certain threshold.
Insiders pointed out that Gree's chip plan also involves an important part of the ADC (Analog to Digital Converter), ADC control chip used in 5G, short-distance interconnected communications, new energy power control, motor control of the electric vehicle, the robot is the most critical Servo control, inverter control and other fields, is a key technology in the industrial field.
The difficulty of the ADC lies in the modulo mixing. 'The digital part can be obtained with a core like ARM, and the process is enough for 28nm or even 45nm. The key lies in the analog part, the sampling accuracy of the ADC and the output control accuracy of the PWM. This is very, very critical, and it is not easy to do well. The design of this chip is more complex and requires a deep understanding of the system for the chip. 'The person pointed out.
At present, Gree is actively expanding into the field of smart equipment, industrial products and molds in the upper reaches of the manufacturing industry. Among them, only smart equipment covers industrial robots, CNC machine tools, service robots, etc.; molds include automotive molds, home appliance molds, and high-stencil molds. Gree's precision molds and other companies have entered into cooperation with FAW-Volkswagen, BYD, Foxconn, and other companies. Gree can provide them with custom processing and other services. At the same time, Gree's molds and smart equipment have entered the automobile, food, medical and many other fields. Currently, Gree is still expanding its partners in the automotive and mobile phone industries.
Therefore, Dong Mingzhu's chip is mainly referred to as industrial control chip. It is different from the chip required by ZTE, Huawei, and other communication industries. It belongs to the inevitable movement and key of normal business development, mastery of core technology, and service of its overall strategic layout. Links.
Although Gree has not yet specified the specific planning of the chip business, if the chip design industry, the investment of 10 billion yuan per year is definitely not a small number, and on the basis of its own R&D, it can also quickly enter through mergers and acquisitions and cooperation. The track, as Ali and Evergrande are currently doing, of course, takes some time and opportunities.
Dong Mingzhu said that winning the high-end chips and realizing the goal of serving the world is not a matter of enthusiasm or a joke. (Proofreading/Fan Rong)
4. Yu Jingguang enters Huawei 3D sensing lens supply chain, Q2 starts shipping
According to the micro-message news, Apple's supplier, Taiwanese mobile camera manufacturer Yu Jingguang is actively seeking non-Apple mobile phone lens orders. The industry reported that in addition to millet, Huawei 3D Sensing receiving sensing lens is expected to start shipping from the second quarter. Season 2 traditional off-season brings new firewood.
The second season was the traditional off-season of the optical lens factory. In particular, the Apple iPhone entered the transition period between the old and new products. Yujingguang’s consolidated revenue in April fell 10% from the previous month to NT$515 million. The industry’s bullish view on Yu Jingguang’s arrival in May Opportunities restarted after non-Hispanic camp orders shipped, and then began to welcome the upcoming industrial season.
Yu Jingguang's camera module manufacturer Ophelia and Sony's sensors have become Huawei's latest supplier of 3D sensing receiver lenses. Their follow-up performance has attracted much attention, and they have also been separated from Yu Jingguang's customer dispersal and new kinetic energy layout. Order size and production are good. The rate directly affects profitability performance.
Jade Jingguang is the second-generation plastic lens manufacturer for mobile phones. Its main customer is Apple, and its output is second only to that of Da Liguang. Currently, the product has a proportion of 8 million pixels (8MP) and above accounts for 60%, and 8MP or less accounts for 35%. Other optical products 4%. At present, Apple is still a major customer and continues to expand in line with mobile phone customers.
The three lenses (post-cameras) brought by Huawei are trending forward. The mainland brand mobile phone manufacturers will continue to follow up, which will help the optical lens plant's operational growth performance this year.
5. China's smart speakers accounted for the increase in the market
The market share of Alibaba and Xiaomi smart speakers in Chinese mainland manufacturers soared. Taiwan chipmakers Zhixin and Xinchuang entered the supply chain of Alibaba and Xiaomi smart speakers respectively. Operation is expected to benefit.
According to research firm Strategy Analytics, global shipments of smart speakers reached 9.2 million units in the first quarter of this year, an increase of 278% year-on-year; among them, Amazon is still the world’s largest manufacturer, only due to the rapid rise of rivals such as Google. Amazon's market share fell below 50% in the first quarter and slipped to 43.6%.
Strategy Analytics pointed out that Google is the second largest smart speaker factory. The market share in the first quarter was 26.5%, which was a sharp increase of 14.1 percentage points from 12.4% in the same period of last year.
The market share of Alibaba climbed from 0% in the first quarter of last year to 7.6% in the first quarter of this year, making it the third largest factory; Apple’s market share also climbed from 0% in the first quarter of last year. 6%, ranked fourth; Xiaomi City, 2.4%, ranked fifth.
According to the dismantling report, the power management chip factory has successfully entered Alibaba's Tmall Elf M1 supply chain, and the niche memory factory NuoChuang has entered Xiaomi's small love speaker mini supply chain.
With the rapid increase in the market share of Alibaba and Xiaomi smart speakers, the market is optimistic that the new and Chong Chuang operations will benefit simultaneously and will inject new growth momentum into operations.