At present, the localization rate of domestic semiconductor equipment averages only 16%, which can be subdivided into nine fields.
They are: oxidation/diffusion furnace (high temperature furnace), photolithography equipment, coating and development equipment, etching equipment, ion implantation equipment, thin film deposition equipment, chemical mechanical polishing equipment, testing equipment, and cleaning equipment.
The oxidation/diffusion furnace (high-temperature furnace) market is mainly occupied by foreign brands, such as American Applied Materials, Japan's Hitachi, Tokyo Electronics and other companies. Currently, only Northern Huachuang is developing in this field in China.
In terms of lithography equipment, the global lithography machine market was previously dominated by ASML of the Netherlands, Japan's Nikon and Canon. In China, there are the newly emerging Shenguang Instruments and the previous Microelectronics.
In terms of glue coating and developing equipment, the global leaders in glue coating and developing equipment are Japan's Tokyo Electronics, Deans and Germany's Suss Micro. The domestic competitive company is Shenyang Xinyuan Micro.
In terms of etching equipment, the top three companies in the global etching equipment industry are Ram Research, Tokyo Electronics, and Applied Materials. Domestic companies include China Microelectronics Corporation and Northern Huachuang.
Ion implantation equipment and global ion implanter leaders are American Applied Materials and Axcelis, which together account for nearly 90% of the global market share. Among domestic companies, only Keshitong and Zhongkexin have the research and development and development capabilities for integrated circuit ion implanters. production capacity.
Thin film deposition equipment is currently highly monopolized in the global market. Applied Materials, Tokyo Electronics and Ram Research occupy the vast majority of the market. Domestic companies include Northern Huachuang and Shenyang Tuojing.
In terms of chemical mechanical polishing, the CMP machine market is highly monopolized by Applied Materials and Japan's Ebara, with their market share approaching 90%. In the domestic market, Huahai Qingke and Dianke Equipment 45 are the main R&D forces.
In terms of testing equipment, the current major global suppliers of integrated circuit quality measurement equipment are KLATencor, Applied Materials and Japan's Hitachi. The main representatives of domestic enterprises are Shanghai Ruili Science and Shanghai Precision Testing.
In addition to testing equipment, there are also electrical testing equipment. The current market concentration of electrical testing equipment is very high. Among them, testing machines are mainly monopolized by Advant and Teradyne, and sorting machines are monopolized by Advant, Kexiu Semiconductor, Epson and other companies. , the probe station is monopolized by Tokyo Electron, Tokyo Precision and Ichi.
Changchuan Technology, the domestic leader, has laid out the testing machine and sorting machine markets and actively developed probe stations. Huafeng Measurement and Control's main product is testing machines, and Shanghai Zhongyi's main product is sorting machines.
In the last field of cleaning equipment, global cleaning equipment leaders Deans, Tokyo Electronics and Ram Research, of which Deans accounts for more than 50%, is the absolute leader. Among domestic companies, Shengmei Semiconductor is the leader in domestic cleaning equipment. represent.
From the nine subdivisions above, are there two companies whose names appear intensively?
That is Applied Materials of the United States and Tokyo Electronics of Japan. ASML can only take the lead in lithography machines, but Applied Materials has advantages in six areas, and Tokyo Electronics also has six areas of advantage.
At present, in China, only Shenguang Instrument's photolithography machine has reached the world's top level, and China Micro's etching machine has reached the world's top level.
The rest can only occupy a part of the mid-range market at most, and most of them are low-end markets.
But China has one advantage, and that is comprehensiveness.
No matter how powerful the opponents in this field are, there is at least one corresponding company in China.
Starting in mid-June, Thinking Society secretly and quickly contacted various domestic semiconductor equipment manufacturers. These manufacturers were having a difficult time.
And Sisi Society is now coming to the door with money waving to invest in or acquire these domestic semiconductor companies.
As the most important photolithography machine among semiconductor equipment and the manufacturer of the world's top photolithography machines, Shenguang Instrument Group has huge cash flow.
Of course, he transforms into a money-maker dad and buys and buys in China.
Among them, five companies, including Northern Huachuang, China Microelectronics, China Science and Technology, Shanghai Ruili Science and Huafeng Measurement and Control, have invested in the company.
Xinyuan Micro, Keshitong, Shenyang Tuojing, Huahai Qingke, Shanghai Precision Testing, Changchuan Technology, Shanghai Zhongyi, Shengmei Semiconductor, and Shenguang Instrument Group have achieved controlling shares.
After finally completing this major merger and acquisition on August 11, Shenguang Instrument Group held a China Semiconductor Equipment Seminar at its Shanmei headquarters.
Inside the venue, a group of domestic semiconductor equipment CEOs and R&D personnel were discussing in low voices.
Zhang Houde, the boss of Northern Huachuang, whispered to Zeng Zhangwu, the boss of China Microelectronics: "Old Zeng, what do you think Shenguang Instruments wants to do?"
"What are you doing?" Zeng Zhangwu thought for a while: "I guess he wants to integrate various companies!"
Zhang Houde raised his eyebrows and said, "That one is really ambitious!"
Looking around, Zeng Zhangwucai muttered in a low voice: "I'm just young and energetic. Semiconductor equipment is not that simple."
Regarding Zeng Zhangwu's statement, Zhang Houde was noncommittal. After all, Huang Mingzhe could develop the world's top lithography machine with Shenguang Instruments, and his strength was unquestionable.
However, among the other seven fields, it may not be that simple to be promoted to the top or first-class in the world, otherwise China would not have been stuck for so many years.
Suddenly there was a commotion among the crowd. It turned out that Gao Zhiyuan and his party were coming.
The place they were meeting at this time was the Computer Programming Research Institute of Think Society. Gao Zhiyuan stood on the podium and pressed his hands slightly to signal everyone to be quiet.
"First of all, thank you all for taking the time to come and participate in the meeting."
Bang bang bang... No matter what you are going to do, the applause must come first.
Gao Zhiyuan said a lot on the podium, mainly talking about the problems of domestic semiconductor equipment: "...In the final analysis, everyone is currently facing three major problems: mismatch between hardware and software, backward industrial design software, and backward materials."
Zhang Houde and others nodded in agreement. These three problems are indeed major problems in the domestic semiconductor equipment industry, and they are also common problems in the domestic high-end precision instrument industry.
Gao Zhiyuan clicked the mouse, and the curtain behind him showed these three questions. He clicked on the material question again.
"Our Materials Research Institute of Sisi Society is the most advanced materials science research institute in the world."
All the bosses and engineers were thinking to themselves, is this just selling melons to Wang Po and bragging about themselves?
"In order to deal with material issues, we have reached cooperation agreements with various universities in the Ivy Alliance. In addition, the Materials Research Institute of Shanmei has expanded to 15 related materials laboratories." Gao Zhiyuan said while clicking on the materials laboratory.
[Photosensitive materials, elastic materials, high temperature resistant materials, low temperature resistant materials, capacitor materials, carbon materials, superconductor materials, semiconductor materials, high strength materials, foam materials, high energy materials, magnetic materials, memory materials, optoelectronic materials, temperature difference materials. ]
"The fifteen laboratories you see are currently able to accept commissions for material research and development..."
[Photosensitive materials, elastic materials, high temperature resistant materials, low temperature resistant materials, capacitive materials, high strength materials, magnetic materials, optoelectronic materials]
Gao Zhiyuan continued: "These are the eight laboratories above. If you need it, you can entrust these laboratories."
In fact, these eight materials laboratories all have material special effect law models of computational materials science, which is the foundation of Thinking Society.
Coupled with cooperation with various universities, Thinking Society has currently expanded the number of researchers on a large scale. The number of researchers in the eight laboratories has reached more than 2,100, as well as a large number of auxiliary employees.