Super Dimension Technology Era

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 Hitachi, Tokyo Electronics and other companies. At present, 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 coating and developing equipment, the global leaders in coating and developing equipment are Japan's Tokyo Electronics, Deans and Germany's Suss Micro. The most competitive domestic 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, the world's leading ion implanters 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 R\u0026D and production capabilities for integrated circuit ion implanters.

The global market for thin film deposition equipment is currently highly monopolized, with Applied Materials, Tokyo Electronics and Ram Research occupying 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 Institute 45 are the main R\u0026D forces.

In terms of testing equipment, the current major global suppliers of integrated circuit quality measurement equipment are KLA Tencor, 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 market for testing machines and sorting machines, and is actively developing probe stations. The main products of Huafeng Measurement and Control are testing machines, and the main products of Shanghai Zhongyi are sorting machines.

In the last area of ​​cleaning equipment, global cleaning equipment leaders Deans, Tokyo Electronics and Ram Research, among which Deans accounts for more than 50%, is the absolute leader. Among domestic enterprises, Shengmei Semiconductor is an outstanding representative of domestic cleaning equipment.

From the nine segments 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 first-class 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 lithography machine among semiconductor equipment and the manufacturer of the world's top lithography machines, Shenguang Instrument Group has huge cash flow.

Of course, he transforms into a wealthy father and buys and buys in China.

Among them, five companies including Northern Huachuang, China Microelectronics, China Science and Technology, Shanghai Ruili Science and Huafon Measurement and Control have invested in the company.

As for Xinyuan Micro, Keshitong, Shenyang Tuojing, Huahai Qingke, Shanghai Jingce, Changchuan Technology, Shanghai Zhongyi, Shengmei Semiconductor, Shenguang Instrument Group has reached a controlling stake.

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 bosses and R\u0026D 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 to do?" 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!"

After 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 world's top or world-class, 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 where 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 time out of your busy schedule 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.”

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 League. 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. This is the confidence of Thinking Society.

Coupled with cooperation with various universities, Thinking Society is currently expanding 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.

Thanks to the book friend "Yu Ming Taoist" for the reward

(ω｀)

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