In recent years, the semiconductor industry market has been sluggish. The reason is not only the production capacity problem, but also the type problem. More companies have joined this “big cake” in an attempt to get a piece of the pie. As more companies choose to develop their own chips, the global semiconductor industry is gradually saturated.
However, the global semiconductor share is changing quietly, and the share of Chinese-made semiconductor chips has increased significantly.
With the recent success of Lianrui New Materials and Qingyi Optoelectronics, the army of semiconductor material companies on the Science and Technology Innovation Board is growing. In particular, Anji Microelectronics led the rise on the day of listing, rising to 520.57% intraday, becoming a scientific and technological innovation. The company with the highest increase in the market opening highlights the importance and focus of the semiconductor sector in the Science and Technology Innovation Board.
It is understood that from 2007 to 2018, the scale of China’s integrated circuit industry maintained rapid growth, with an average annual compound growth rate of 15.8%, much higher than the 6.8% growth rate of the global semiconductor market. It reached 158.2 billion US dollars, accounting for 33.72% of the global total. At the same time, with the promulgation of the “National Integrated Circuit Industry Development Promotion Outline” and the landing of large funds, as well as the commissioning of major projects of national productivity layout, my country’s integrated circuit industry will usher in a golden period of future development.
Since the beginning of this year, the sales of mainland semiconductor materials have maintained steady growth. In 2018, the sales were 8.44 billion US dollars, with a growth rate of 10.62%. USD and USD 12.22 billion, with a growth rate of 7%, 15.1% and 17.6% respectively.
The semiconductor material industry has typical characteristics such as high entry barriers and few market participants in sub-sectors, especially wafer manufacturing materials, which require high technical requirements and are difficult to produce. From the perspective of the global competition pattern, the global semiconductor material industry is still dominated by countries and regions such as Japan, the United States, South Korea, Taiwan, and Germany.
Domestic semiconductor material companies started late and have insufficient technology accumulation. Compared with the global industry leaders, there is a big gap. Currently, they are mainly concentrated in the low-end fields, and high-end products are basically monopolized by foreign manufacturers.
Under the support of policies and capital, domestic semiconductor material manufacturers have increased investment in research and development, vigorously promoted the research and development and production of semiconductor materials, and strived to achieve domestic substitution. In some sub-sectors, large-scale supply has been achieved, breaking through foreign monopoly. When Japan sanctioned Korean semiconductors, domestic companies seized the opportunity to successfully enter the Korean market with Electronic-grade hydrofluoric acid produced in China.
At present, the domestic companies involved in the semiconductor equipment business mainly include:
Semiconductor wafers: Shanghai Silicon Industry Group (unlisted), Zhonghuan Co., Ltd., Jinruihong (unlisted), Luoyang Super Silicon (unlisted), etc.;
Semiconductor photoresist: Jingrui Co., Ltd., Nanda Optoelectronics, Feikai Materials, Rongda Photosensitive, Beijing Kehua (unlisted), etc.;
Mask: Qingyi Optoelectronics (not listed), SMIC, etc.;
electronic special gas: Nanda Optoelectronics, Hangyang Co., Ltd., Yingde Gas (unlisted), Huate Co., Ltd. (unlisted), etc.;
Wet chemicals: Shanghai Xinyang, Jingrui, Juhua, Jiangyin Runma (unlisted), Jianghua Micro, etc.;
Polishing pad and polishing liquid: Dinglong Co., Ltd., Anji Microelectronics, etc.;
Target materials: Ashichuang, Jiangfeng Electronics, etc.
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