The annual import of semiconductor equipment exceeds 100 billion, and the domestic production rate is only 6%!

Recently, a news that true or false 28nm semiconductor equipment was embargoed quickly blasted the Internet.

Although many authoritative media later stated that this news may be false, it also detonated the entire semiconductor equipment market, especially the domestic semiconductor equipment market.

Why? Because in the entire semiconductor equipment market, the domestic production rate is really too low. According to the data, the current domestic production rate may only be 6%, which is too dependent on imports. Once it is really embargoed and domestic production fails to match, the consequences will be very serious. .

The annual import of semiconductor equipment exceeds 100 billion, and the domestic production rate is only 6%!

According to 2020 data, global semiconductor manufacturing equipment sales were 71.2 billion U.S. dollars, a year-on-year increase of 19%, while Mainland China became the world’s largest semiconductor equipment market for the first time, reaching 18.72 billion U.S. dollars (approximately 122 billion U.S. dollars), a year-on-year increase of 19%. An increase of 39%.

In the first quarter of 2021, the global semiconductor equipment market reached US$23.5 billion (approximately 150 billion yuan), an increase of 51% year-on-year, while sales in mainland China were US$5.9 billion (approximately 37.7 billion yuan), compared to The US$3.5 billion in the same period last year, an increase of 69% year-on-year, ranked second in the world.

With the development of the domestic semiconductor industry and the increase in chip production capacity, the demand for semiconductor equipment will continue to grow, and the market scale will continue to expand.

The annual import of semiconductor equipment exceeds 100 billion, and the domestic production rate is only 6%!

Semiconductor equipment is an indispensable device in chip manufacturing. Behind every small chip is the result of the combined efforts of hundreds of semiconductor devices on a production line.

At present, the entire semiconductor equipment market is basically monopolized by the United States, Japan, and Europe. Among the top 10 semiconductor equipment manufacturers in the world in 2020, 4 are in the United States, 4 in Japan, and 2 in Europe.

The United States has won nearly 40% of the share, ranking first in the world, while the top 10 companies have taken 76.6% of the world’s share. As for domestic manufacturers, they are not seen in the top 10.

More importantly, in addition to etching machines, domestic semiconductor equipment is mostly concentrated in some relatively mature process nodes and cannot support advanced processes. This also severely restricts the progress of domestic chip technology.

The annual import of semiconductor equipment exceeds 100 billion, and the domestic production rate is only 6%!

Therefore, the localization of semiconductor equipment is really more worrying than the localization of chips itself. At least the current chip production capacity in mainland China has been steadily increasing, and even according to the data of some institutions, the current wafer production capacity is already the world’s first. Reached 22.8%.

However, the production capacity of this wafer is based on the supply of semiconductor equipment and the smooth purchase. If foreign equipment is not sold to you, domestic production will not be able to meet the demand, and chip manufacturing will have to be suspended. The localization of semiconductor equipment is an imperative, and there is no way to retreat.

Zero breakthrough! China’s first high-performance server-level graphics card GPU successfully tested!

Recently, Innosilicon has reported another good news. Its high-performance graphics card GPU chip “Fenghua No. 1”, which is dedicated to customizing the 5G data center in China, has been successfully tested, and the world premiere is imminent. “Fenghua No. 1” is equipped with the world’s top GDDR6X and chiplet technologies, achieving zero breakthroughs in domestic high-performance graphics GPUs in data centers, greatly improving the graphics rendering capabilities of domestic GPUs, and empowering new infrastructure. Application fields such as desktops, cloud games, cloud mobile phones, Xinchuang desktops, and workstations will shine.


As an aircraft carrier platform for intelligent computing and graphics rendering, GPU-related industries have become a billion-dollar track. However, due to the difficult software and hardware technology and application thresholds, this track has been monopolized by foreign giants for a long time, especially in the field of graphics cards in workstations and data centers. field. In recent years, this field has been under the spotlight as a number of high-profile startups have entered and received huge venture capital in the billions. However, after the noise, there is still no mass-produced product in the market that can be compared with international giants. No wonder there is a joke in the market: “The domestic independent GPU, the valuation depends entirely on PPT”.


It is reported that the “Fenghua No. 1” GPU is the industry’s first rendering GPU that adopts the world’s top GDDR6X high-bandwidth memory technology and Innolink chiplet and other cutting-edge technologies. The Chinese patented physical unclonable encryption PUF technology, PCIe 4.0, HDMI2.1, DP/ Self-developed advanced technologies such as eDP 1.4 have also gathered a core. “Fenghua No. 1” is the first domestic GPU that simultaneously adapts to 4K high-definition desktops and high-performance server-level GPUs, supports domestic Linux, Android, Windows and other operating systems; supports OpenGL/OpenGLES/OpenCL/Vulkan/DX and other mainstream graphics frameworks; supports VR /AR/AI; smoothly supports data center-level multi-user application scenarios such as multi-channel cloud games, cloud mobile phones, cloud office, and cloud desktops. The successful tape-out of “Fenghua No. 1” shows Innosilicon’s solid strength in advanced process IP and GPU custom development and its low-key style.


Over the past 15 years, as a one-stop IP and custom chip leader in China, Innodisk has been working silently and has continued to invest heavily in the research and development of advanced semiconductor process core technologies. The ability of many world-renowned companies to produce more than 5 billion high-end SoC chips has changed the history of domestic advanced technology and high-end IP being controlled by others in one fell swoop; now, Innosilicon has made major breakthroughs in the field of domestic data center GPUs with years of technology accumulation, and has greatly improved The current level has changed the situation of domestic coreless server-level high-performance GPUs. The birth of “Fenghua No. 1” is the beginning of the continuous iteration of multiple Fenghua series GPUs and the empowerment of new infrastructure, which will effectively help domestic replacement of high-performance GPUs. Whether it is for office work or playing games, I believe that everyone will soon be able to use domestic GPUs with smooth graphics and good experience.  PTPCBA

PCBA News  BSM150GT120DN2


Skip to toolbar