So Huawei's Hesse can design a chip, but our mainland's chip manufacturing can only be up to 12 nanometers (only 28 nanometers can be produced), the highest precision of the 7-nanometer chip is only South Korea's Samsung, as well as TSMC can be produced, assuming that TSMC give up to the Huawei OEM, then Huawei's high-end cell phones will have to be wasted, so the Taiwan still has a bullish business.
At present, the domestic chip design of the top ten leading enterprises: Huawei Haisi, Tsinghua UV-Vision, ZTE Microelectronics, UW Semiconductor, Wisdom Core Microelectronics, top technology, Silan Micro, Datang Semiconductor, Duntai Technology and Zhongxing Microelectronics.
However, the real power point on the first two, Huawei Hath not to say, we all understand, say the second Tsinghua UV Spreading Rui, UV Spreading Rui is currently Samsung's cell phone processor and baseband chip in addition to its own products outside of the largest supplier, you buy Samsung's low and mid-range cell phone series, most of the chips are UV Spreading Rui's. In 2017, the domestic chip design output value of Huawei Hath Semiconductor ranked first with 36.1 billion yuan in sales; Tsinghua UV Spreadtrum ranked second with 11 billion yuan; ZTE Microelectronics ranked third with 7.6 billion yuan.
Semiconductor industry manufacturing is similar to the panel industry, belonging to the asset- and technology-intensive industry, equipment demand, high technology content, high added value. Single plant investment in tens of billions of dollars, the data show that a state-of-the-art 12-inch wafer production line requires an investment of about 45 billion dollars, while TSMC's intention to invest in the construction of 3-nanometer factory investment is expected to be 20 billion dollars. At present, the overall strength of the domestic chip manufacturing enterprises is relatively weak, the focus of the listed companies are only two: SMIC and Hua Hong Semiconductor.
In 2017, the domestic production value of integrated computer manufacturing, the top five, only only the second SMIC and the fifth Shanghai Huahong for China's own enterprises, the third SK Hynix is also a South Korean company. In terms of chip manufacturing, China's technology is still relatively weak.
Chip sealing is the last link of the chip, in the sealing industry, domestic manufacturers Jiangsu Xinchao technology, Nantong Huada microelectronics, long power technology, Huatian technology and through the rich microelectronics and so on belong to the better enterprises, the current sealing industry is the domestic semiconductor industry chain in the field of the highest degree of technological maturity.
Domestic chip in all aspects of the leading enterprises, but really broke out in the international reputation of the power of a battle is currently the chip design Huawei Haisi Semiconductor, and the weakest link for the chip manufacturing link, this gap with the international community is the largest.
Semiconductor chip is a need for high investment, scale effect of the industry, the investment cycle is long, risky, the government began in 2013 on the semiconductor industry from chip research and development to manufacturing began a complementary core road. Chips, also known as integrated circuits, has been described as the country's industrial food, is the "heart" of all the equipment, the importance of which can not be measured. Since 2013, China's annual imports of chips worth more than 200 billion U.S. dollars, has exceeded the oil, becoming the largest imported products. 2017 reached more than 250 billion U.S. dollars, the domestic chip industry's annual sales of more than 500 billion yuan.
According to "Made in China 2025", China's chip self-sufficiency rate will reach 40% by 2020, and 50% by 2025, the next 10 years, China will be the fastest growing region in the global semiconductor industry, to about 2030, with global IC manufacturers building factories in China, China to become the global semiconductor production and application center will be the probability.
As of the end of 2017, the national large fund was established more than three years, the cumulative project commitment to invest 118.8 billion yuan, the actual contribution of 81.8 billion yuan, accounting for 86% and 61% of the total size of the first phase, respectively, the second phase is proposed to raise 150 billion to 200 billion yuan, are used to support the development of domestic chips. At the same time, the capital market is also for the development of listed companies to help the chip, the big fund a period of IC manufacturing-based, the specific distribution of: 67% of IC manufacturing, design 17%, 10% sealing and testing, equipment and materials 6%, has been listed on the IC design company more than 20, there are 70 listed companies in the semiconductor and components industry.
The chip industry chain mainly consists of design, manufacturing, testing and packaging, as well as upstream materials and equipment for 5 major parts.
The project progress of the first phase of the big fund
1, listed companies in the field of design: Zhaoyi Innovation, Jingjia Micro, ZiGuang Guoxin, Beijing Junzheng, Zhongke Shuguang, Zhongying Electronics, Fuhan Micro, Shengbang Stock
2, listed companies in the field of manufacturing: Silan Micro, SanAn Optoelectronics, Semiconductor Manufacturing International (Hong Kong shares)
3, listed companies in the field of equipment: To pure science and technology, North Hualong, Changchuan technology, Jingsheng electromechanical, precision measurement electronics
4, sealing the field of listed companies: long power technology, through the rich microelectronics, crystal square technology, Huatian technology, Taiji industry
5, materials listed companies in the field of: jiangfeng electronics, nanda photoelectricity, jiangchem micro, dinglong shares, jingrui shares, shanghai xinyang, in the ring shares, and so on.
From the industry as a whole, wafer manufacturing Semiconductor Manufacturing International, Huali Phase II 28nm chip production line has begun construction and production, will continue to 14nm and other advanced processes to extend; wafer packaging in the domestic high-end advanced packaging accounted for more than 30%; equipment and materials have also made some breakthroughs in key areas.
Here is just to provide a thought and opinion, the actual battle to combine the fundamentals and technical aspects of each other to judge, there are not all hope that more summarize and exchange.
According to the Semiconductor Industry Association (SIA) statistics, the global semiconductor industry output value reached 338.9 billion U.S. dollars in 2016, a record high, an increase of 1.1%. According to the World Semiconductor Trade Statistics Association (WSTS), the global semiconductor output value in 2017 will come to 377.8 billion U.S. dollars, jumping 11.5% from 2016. Foreign chip giants have already expanded their production capacity and split the market.
In the global market, China's market demand for semiconductors is the most prominent, and the global share of China's semiconductor market demand reached 56.6% in 2014, ranking first. In sharp contrast, the global chip market by Intel, Qualcomm and Samsung and other international giants, China's enterprises are not competitive, the gap between supply and demand for products is large, CPU and memory chips are almost completely dependent on imports, memory chips have become China's semiconductor industry by the external constraints of one of the most serious basic products, so the localization of the memory chip has also become China's semiconductor development strategy of an important step.
In the case of a new product, it is the first time that a new product has been developed.
In all kinds of IC products, China only mobile communication field of Hass, Spreadtrum can match the international standard of Qualcomm, MediaTek. There is a big gap between the supply and demand of local ICs.
In integrated circuits, PCs, servers, CPU chips and cell phones and other mobile terminals in the largest demand for memory chips is almost entirely dependent on imports. Saidi think tank integrated circuit research institute's research report pointed out that the CPU and memory accounted for 75% of the total domestic imports of integrated circuits. 2013-2016, memory chip imports increased from $46 billion to $68 billion, in 2017 will exceed $70 billion. Memory has become China's semiconductor industry by the external constraints of the most serious one of the basic products, so memory localization has become an important step in China's semiconductor development strategy.
Listed companies that can be concerned in this area are: Quanzhi Technology, ZiGuang Guoxin, Beijing Junzheng, Huitian Technology, Zhaoyi Innovation and Changdian Technology.
Allwinner's main products are intelligent terminal application processors and intelligent power management chips.
ZiGuang Guoxin is an IC design company, and its main products include smart chip products, special integrated circuit products and memory chip products.
Beijing Junzheng is an IC design company, whose main business is the research, development and sales of microprocessor chips, intelligent video chips and overall solutions, and is the only processor manufacturer among the listed companies in the smart wearable device industry chain.
The company is engaged in the research and development of intelligent human-computer interaction, and mainly provides capacitive screen touch chips and fingerprint identification chips for cell phones, tablet PCs and other intelligent terminals.
The main products of ZhaoYi Innovation are flash memory chips and microcontrollers.
The chip industry mainly includes: design, manufacturing, packaging and testing
(3), chip packaging and testing: CLP, Precision Measurement Electronics, Huatian Technology.
The leading companies in the domestic chip industry are: Zhongxin Saike, Ziguang, Hengwei Technology, Chunzhong Technology, New World, Xiondi Technology, New Beiyang, Suzhou Keda, Heshong Sizhuang, Lanke Technology and other companies.
Depending on which market you want to understand, the ic industry chain is too long, each focusing on a different point, Purple, Spreadtrum, Huawei Haisi, ZTE are giants. The consumption and the price of the end product determines the company's profitability and sales.
At present, automobile, cell phone, digital video and other 3c products are large-scale and profitable market, it is gratifying that the domestic ic industry has been progressing, and gradually occupying these high profit and large volume industries.
The hardest thing to get in the whole ic industry is ip, that is, soc manufacturers need to research and development with the purchase of authorization, this part is still to be improved and strengthened, and I hope that Cambrian such companies can come out of a characteristic road.
It is said that Guangzhou Yuexin 12-inch wafer production in June.
It is said that Guangzhou Yuexin 12-inch wafer production in June.