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. .
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.
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.
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.