In 2020, the State Council issued a "new period to promote the high-quality development of integrated circuit industry and software industry, a number of policies" pointed out that China's chip self-sufficiency rate in 2025 to reach 70%, while the current semiconductor self-sufficiency rate in China is only 36%, a long way to go.
Comprehensive analysis of various institutional research reports, can be sorted out the major domestic semiconductor industry leader:
{1}Hu silicon industry: domestic semiconductor wafer leader
The company's main business for the semiconductor wafer research and development, production and sales, is one of China's largest and most technologically advanced semiconductor wafer manufacturing enterprises in China's mainland, is also China's mainland region to take the lead in the realization of the SOI wafer and the 300mm wafer. It is also the first enterprise in mainland China to realize large-scale sales of SOI wafers and 300mm wafers. The company has a large number of well-known domestic and international customers, including TSMC, TFN, Glorfonda, STMicroelectronics, Towerjazz and other international chip makers, as well as SMIC, Hua Hong Hong Hong Li, Hua Li Microelectronics, Changjiang Storage, Wuhan Xinxin, Chang Xin Storage, Huarun Micro and other all the major domestic chip manufacturing enterprises, with customers spreading across North America, Europe, China, and other countries or regions in Asia.
{2}Nanda photoelectric: photoresist domestic replacement leader
Semiconductor photoresist domestic self-sufficiency is extremely low, the supply side is basically monopolized by the Japanese and American companies, the industry's top five market share of 87%. Among them, g line / i line photoresist self-sufficiency rate of about 20%, KrF photoresist self-sufficiency rate of less than 5%, and ArF photoresist is completely dependent on imports, the formation of China's chip manufacturing "neck" risk. The company passed the 50nm flash memory platform certification in December last year, and recently won the 55nm logic circuit platform certification, becoming the first domestic ArF photoresist through the product verification, breaking the situation of domestic advanced photoresist constraints. The company has completed the construction of two photoresist production lines, and is expected to reach an annual production capacity of 25 tons of photoresist in the future (5 tons of dry and 20 tons of submerged).
{3}Huate Gas: leading domestic specialty gases company
As a leading domestic specialty gases company, the company has realized the domestic substitution of more than 20 products, such as high-purity carbon tetrafluoride, high-purity hexafluoroethane, high-purity octafluorocyclobutane, high-purity trifluoromethane, and dilute mixing of photolithography gas. In the field of integrated circuits, the company's coverage of 8-inch chip manufacturers has reached more than 80%, and in 2020, the company has basically covered the domestic 12-inch chip manufacturers, while a number of products have realized the 14-nanometer advanced process of batch process, of which high-purity trifluoromethane products have been entered into the supply chain system of the 7-nanometer process of TSMC, and some of the fluorocarbon products have been entered into the 5 nm process, which is the most advanced process line at present.
{4}Anji-Tech: a leading domestic polishing fluid company
The company's main products are chemical and mechanical polishing fluids and photoresist removers, which are used in the manufacturing of integrated circuits.
{5}Dinglong: the most complete supplier of polishing pad products and technology layout in China
The company has passed the 28nm product all-process verification and received orders, the market layout has formed a complete sales chain system in the north (Beijing, Tianjin) - Wuhan - Hefei - Shanghai (Wuxi) - Chongqing (Chengdu) - Guangdong - Xiamen, and the company's CMP polishing pads have entered into the supply chain of the mainstream domestic foundries in a comprehensive way. At present, the company's CMP polishing pads have fully entered the supply chain system of domestic mainstream foundries, and the coverage rate of product models is close to 100%. Benefit from the company's technology, market layout and other advantages, 21 years polishing pad products in a number of customers began to steadily release, market share is expanding.
{6}Jiangfeng Electronics: domestic sputtering target leader
The company is the largest domestic manufacturer of high-purity sputtering targets for semiconductor chips. The company's main products are a variety of high-purity sputtering targets, including aluminum targets, titanium targets, tantalum targets, tungsten and titanium targets, etc. These products are mainly used in the ultra-large-scale integrated circuit chips, liquid crystal panels, thin film solar cell manufacturing physical vapor deposition (PVD) process for the preparation of electronic thin film materials. At present, the company's products are mainly used in semiconductors, flat panel displays and solar cells and other fields. In the field of high purity metal targets for ultra-large scale integrated circuits, the company has successfully broken the monopoly pattern of the U.S. and Japanese multinational companies, and filled the gaps in the domestic electronic materials industry. The company has gradually established a good brand image as a professional manufacturer of high quality and high purity sputtering targets.
{7}Kangqiang Electronics: domestic semiconductor packaging materials leader
The company's main semiconductor packaging materials industry. The company is China's largest lead frame manufacturer, with 32 sets of high-precision automatic high-speed punching machines, 17 lead frame high-speed automatic selective continuous plating production line, for many years in the lead frame production, sales and market share and other indicators of the domestic counterparts ranked ahead.
{8}North Huachuang: semiconductor domestic equipment leader
The company's various products such as silicon etching machine, metal etching machine, PVD/CVD/ALD, oxidation diffusion furnace, cleaning machine have the ability to replace the 28nm home-made, the main focus of the etching machine and thin film deposition equipment (PVD, CVD) accounted for nearly half of the overall market size of semiconductor equipment, with a strong core competitiveness. Core competitiveness. In recent years, the company's products have been imported into the production lines of many fabs, and its market share is expected to increase.
{9}Semiconductor Manufacturing International Corporation (SMIC): The leading foundry in Mainland China
The company is the most advanced foundry in Mainland China with the largest production capacity. In the field of technology, the Company is the first to realize 14nmFinFET mass production in mainland China, representing the most advanced manufacturing level for domestic substitution of integrated circuits, and possesses special processes such as 24nmNAND and 40nmCIS. In terms of production capacity, the company currently has three 8-inch wafer and four 12-inch wafer production bases, with a combined capacity of more than 500,000 wafers/month.
{10}Changdian Technology: Domestic semiconductor packaging and testing leader
The company can provide customers with full-flow technology solutions from design simulation to middle and back-channel packaging and testing, system-level packaging and testing, and has become China's largest and the world's third-largest packaging and testing enterprises.
{11}Microelectronics: Storage & MCU double leading
As one of the world's leading NOR Flash companies, the company's market share has jumped to the world's third. With the simultaneous improvement of market space and market share, the company's NOR Flash sales still have more room for improvement in the future.
As a leading company in the domestic MCU market, the company's sales in 2020 will be close to 200 million, and the company's performance in 2021 will usher in a period of rapid development along with the rapid release of industrial control and other fields.
{12}Jingjia Micro: GPU localization leader
The company's graphic display, radar products are mainly used in military equipment, in the domestic airborne graphic display field occupies the majority of the market share, GPU chip products from the military to the expansion of CITIC and civil market.
{13}Saint Bonaventure: analog circuit chip leader
As a leading analog IC company in China, the company has been able to achieve sustained and rapid development through continuous investment in R&D. The company is committed to the research and development of high-quality, high-performance analog chips. The company is committed to high-quality, high-performance analog chip R & D design and sales, the main business covers the signal chain and power management of two major areas, so far has 25 categories, more than 1600 on-sale products, consumer electronics, communications equipment, industrial control, medical instruments, automotive electronics and other fields.
{14}Star Semi-Conductor: IGBT leader
The company is y engaged in the research and development and sales of IGBT modules, and as a leading enterprise in the domestic IGBT industry, it not only possesses the advanced module design and manufacturing process, but also has the ability to independently develop and design the IGBT chips and fast recovery diode chips. In the global market share ranking of IGBT module suppliers, the company ranked 7th, ranked 1st among Chinese enterprises, and became the only Chinese enterprise in the world's top ten, with a significant market advantage.
[Warm tips]
The views expressed in this article are consolidated from the major research reports and are for reference only, with no commitment to investment returns, and are not based on any investment, investors should make their own decisions and bear the investment risk.