Chip industry water treatment market ushered in an opportunity period

The chip industry has recently received extensive attention. At the same time, ultra-pure water as the core component of the chip industry has become a hot spot in the industry. Recently, Boten Environment plans to purchase 70% of the high-frequency environment for a total of 350 million yuan, further boosting the IC market. The core competitiveness of the industrial water treatment market has also attracted the attention of the industry. What is the status quo of the ultrapure water industry and what are its development trends? To this end, the newspaper invited industry analysts to write articles to readers.

In recent years, the number of chip companies in China has grown rapidly. In 2015, the number of IC design companies in China was only 736. By 2016, this figure has increased to 1,362.

The increase in the number and manufacturing capacity of chip manufacturing companies has driven the demand for water treatment in both aspects of the chip industry. In particular, the demand for ultrapure water at the front end of the production chips has been expanded. With stricter back-end sewage treatment standards, environmental protection companies need to adapt to this change. Provide corresponding solutions.

The national emphasis on the chip industry has also made the chip water treatment industry face new requirements and challenges. In addition, Boten Environmental plans to acquire High Frequency Metri Environmental Technology (Beijing) Co., Ltd. (hereinafter referred to as 'high frequency environment') recently. Chip industry water market has triggered industry attention.

The policy is forced to renovate the company’s water treatment facilities

High demands are placed on the quality and quantity of ultrapure water in the chip production process, and there is a challenge in the production of waste water discharged from the back end of the production process.

In the next few years, the increase in the number of chip manufacturing companies and manufacturing capacity will drive the water treatment needs of both aspects of the chip industry. The first is the demand for ultrapure water manufacturing in the chip production process, including the increase in chip manufacturing capacity. The demand for pure water 'quantity' has increased, and the demand for 'quality' of pure water purity and stability has increased with more sophisticated and high-end chip manufacturing.

The second is the discharge wastewater treatment for the back end of the chip production. This change in demand is attributed to the increase in environmental emission requirements. In the past, the chip industry implemented the 1996 Integrated Wastewater Discharge Standard (Shanghai, Jiangsu, and other requirements). High semiconductor industry emissions local standards). In October 2017, the new "Electronic Industry Pollutant Emission Standards" was released. The industry's wastewater treatment requirements have been significantly improved overall (such as COD from the old standard Level A standard 100mg / L, Upgrade to the current unified 60mg / L). The policy's decisive role will promote the transformation of some stock chip companies water treatment facilities, and new chip projects to choose a better wastewater treatment program.

Ultra-pure water production companies are rare

The scale of the chip water project is long, the technical barriers of the industry are high, and the value of the technology enterprise is prominent.

An important reason for the slow development of the chip industry is its low input-output ratio. It is a typical 'slow work-skilled' industry, and the investment amount is more than tens of billions of yuan. Therefore, before the challenge of industry improvement really comes. There are not many organizations that are willing to spend a lot of time and money waiting for revenue. This is a problem facing the chip industry, but this issue is not necessarily a bad thing for water treatment companies.

The investment in single-chip projects in the chip industry is much higher than that of traditional industrial projects, and the corresponding water treatment projects must be even more substantial. Long-term investment means long project cycles, and once a water treatment company has won a bid for a project, it can be easily achieved. Long-term stable cooperation, occupy a place in the market.

Although the chip water market is very attractive and there are many related companies in the industry, in fact, currently chip water companies in the market are mainly concentrated in low-end and mid-range markets. They basically have no core technology competitiveness and can do high-end ultrapure water business. The business is rare.

Under this circumstance, the acquisition of technology companies has become a very good choice for large-scale industrial water treatment companies. The high-frequency environment of the target company that Botian Environment plans to acquire this time is

Focus on high-end manufacturing industries such as chips and smart displays, and provide national wastewater treatment systems, ultra-pure water systems, wastewater reuse and zero-emissions systems to the national high-tech enterprises.

Customers of the high-frequency environment ultrapure water business include the Institute of Microelectronics of the Chinese Academy of Sciences and Research Semiconductor Materials Co., Ltd. A major customer of the wastewater treatment business is SMIC's integrated circuit. The high-frequency environment not only has strong technical strength in the field of ultrapure water. , With SMIC's high-quality customers, it will be very helpful to establish technology and resource advantages in this field in the future. SMIC is currently the largest chip foundry company in the country, which is optimistic about the industry and will not be able to develop in the future. Xiao Yu. Therefore, the future opportunities and influence of its service providers' high-frequency environment will increase.

Which areas have great potential?

The country wants to cultivate chip industry clusters, and there is great market potential in North and South.

The Chinese government is committed to nurturing different provinces and outstanding companies to form the best in various areas of the chip market. Therefore, companies interested in doing chip water services can focus on the Yangtze River Delta (Shanghai, Jiangsu, Zhejiang) and the Pearl River Delta (Shenzhen, Zhuhai, Guangzhou, Beijing, Tianjin and Bohai (Beijing, Tianjin, Dalian), Midwest (Wuhan, Xi'an, Chengdu, and Chongqing) are the four major industrial agglomeration areas. Specific to the cities, mainly Shanghai, Beijing, Shenzhen, Nanjing and Xi'an.

China started the earliest, the core chip industry cluster is Shanghai Zhangjiang. Numerous chip leading companies such as SMIC, Huahong Hongli, Spreadtrum, Rideco, Qiqi, Xinyuan are concentrated in Shanghai, 2007, Shanghai The integrated circuit chip manufacturing industry has already occupied more than 70% of the country's production capacity and actual sales.

In addition, TSMC, which has recently settled in the Songjiang area, the Suzhou Ship Fab in the background of UMC, and a large number of 6-inch factories, packaging plants, and the Shanghai area have initially formed a microelectronics production base with clustering effects. Accumulated and waited for many years. Shanghai will become an important pillar of the future of China's chip industry, so the ultra-pure water and water treatment market in Shanghai has great potential.

Compared with Shanghai, Beijing is slightly behind in the chip industry, but Beijing has unique and excellent talents (Chinese Academy of Sciences, Tsinghua University, Peking University and other scientific research talents) and application market (Lenovo, Peking University Founder, Tsinghua Unisplendour and other electronics, communications, computer fields. High-tech enterprises), the future development is also worth the wait.

In addition, Shenzhen, where Huawei, ZTE and Tencent are located, Xi'an, which wants to build a 100 billion-class semiconductor industrial cluster, and Nanjing, which wants to create a 'chip city', are also worthy of attention by industrial water treatment companies.

The rise of the chip market will bring broad opportunities for industrial water treatment enterprises. The next 10 years will be an opportunity period for the development of China's chip industry, and it will also be an important period for water companies to establish customer resources. Enterprises can use the acquisition, technical cooperation, project cooperation and other means to establish competitiveness in the future cluster provinces as soon as possible.

However, under the policy support, there will be irrational and even speculative investments entering the chip industry. Environmental companies that focus on developing water treatment business in the chip industry must see the state of the industry, choose the right region, the right customers and the right partners. .

The chip industry is an industry with ultra-high technical barriers. In the long-term, each chip field will often achieve large-scale survival of the fittest, mergers and acquisitions, and ultimately high concentration. Therefore, as an environmental protection enterprise that serves the chip industry, it must also strive for When doing more projects, choose a long distance runner.

2016 GoodChinaBrand | ICP: 12011751 | China Exports