Chinese semiconductor industry

Long term, I think it makes sense for China to pursue a policy of creating its own eco-system and supply chain that's sanction proof for both itself and other countries that are also concerned with Western sanctions. And it shouldn't be restricted to just semiconductors. So yes, don't disregard the Russian market or its supply chain/assembly line potential. China should welcome any country that wants to buy its semiconductor and other products.

gelgoog said:

Russia has 145 million people.

Click to expand...

190 million people soon.

tokenanalyst said:

DJI invests in Zonghui Xinguang, which is an optoelectronic semiconductor high-tech company​

Please, Log in or Register to view URLs content!

A few days ago, Changzhou Zonghui Xinguang Semiconductor Technology Co., Ltd. changed its investors, adding a number of shareholders such as Shanghai Feilai Information Technology Co., Ltd.

According to the information on Qichacha, Shanghai Feilai Information Technology Co., Ltd. is mainly engaged in technology development, technology transfer, technical consultation, technical services, exhibition services, conference services, avionics equipment, and automation control equipment in the field of computer information technology. , Wholesale of civil aircraft, computers, software and auxiliary equipment, and import and export of goods and technologies, and DJI holds 100% of its shares.

According to the data, Zonghui Xinguang is a semiconductor product developer and is committed to providing users with high-power and high-frequency vertical cavity surface emitting laser (VCSEL) solutions. It mainly develops and produces VCSEL chips, devices and modules. Applications include 3D perception, virtual reality, augmented reality, autonomous driving, biomedical sensors, and high-speed optical communications.

Please, Log in or Register to view URLs content!

Click to expand...

Think back to 2016, DJI offered GoPro to split the profits evenly 50/50 where they jointly develop a drone together using DJI as drone body and GoPro as camera... the GoPro side wanted 2/3 of the profit, talks broke down and each side went their own way... We know in retrospective GoPro "Karma" got the karma that awaited it by falling out of the sky harder than a Boeing 737 MAX on MCAS but the DJI Mavic went on to succeed..

The first version of Mavic that debuted in late 2016/2017 used the Movidius AI chip for everything from self flying to obstacle sensor avoidance to ActiveTrack etc etc ... later the company Movidius (a small European firm) got bought up by Intel.... even back then I was worried that one day when America started to push the trade war hard enough it would allow the likes of Intel to deny DJI the Movidius AI chips and DJI would have to source them elsewhere.... (just had no idea that instead the battle will take place much more upstream in terms of chip fabs, EUV lithography machines, the individual components makers such as lens and lasers etc etc)

Huawei was like the Jesus Christ that died on the cross of US chip sanctions for the sins of Chinese firm naivety and complacency so that the other Chinese companies could learn from these mistakes and have the chance to avoid the same ultimate fate...

Had America (and GoPro) not been so greedy, they could have used this card at a later time when DJI drones were all using American chips and American cameras....

dfrtyhgj said:

190 million people soon.

Click to expand...

If the sanctions continue millions of Russians will be looking for greener pastures if they can find a way to get out.

nixdorf said:

If the sanctions continue millions of Russians will be looking for greener pastures if they can find a way to get out.

Click to expand...

this is OT but you think they'll let Russians in? Did they let Iraqis immigrants in after 1991? How about after 2003?

Sanctions do the exact opposite. They keep people in. Where are you gonna go? How are you gonna pay for your ticket?

Hyper said:

Russia is too small of a market to really bother.

Click to expand...

@Hyper India who is the favorite of Western economist to be the Next China have a population of 1.3 billion people, how many of those can afford a smartphone, optimistic Vedic figure is 10% so 130 million BUT in reality around 60 million, Russia with higher population income of 145 million easily dwarf that. And IF Russia do adopt the Chinese system, others will expectedly follow suit, whatever Biases you have against Her , you can't erase the fact that Russia do wield a lot of Influence and it is growing vis a vis the Collective West.

FairAndUnbiased said:

population doesn't directly translate to market size for B2B products like capital equipment, which semiconductor equipment is.

you need enterprises and governments to buy that stuff. China doesn't have an unlimited amount of large corporations and government entities and it isn't proportional to population. Russia has many large companies and government entities that would be a good market.

right now the problem with Chinese semiconductor equipment companies is that they need to grow market share, not just in money earned, but in number of companies and institutions using their products which builds reputation. The more companies and institutions use Chinese equipment the more trusted they are and the more data the manufacturers have to improve with.

Click to expand...

I think the fear of US export controls on China is driving the SME industry in China like crazy, they are growing quite fast and give the potential size of the Chinese semiconductor industry i think most SME companies are going to have their hands full for a while trying to serve the Chinese market, but you are right, the more market share the better and if international players try and trust the equipment will end up benefiting China semiconductor industry.

On June 28, 2020, the high-energy ion implanter independently developed by CETC has successfully achieved the MeV (mega electron-volt, e.g. million times more than eV) high-energy ion acceleration milestone, and its performance is second to none by internationally accepted criteria.
For long, the high-energy model of ion implanter has been deemed as the "Mission Everest" in research and development of ion implantation equipment. Over the years, CETC has been accumulating technical know-how in the field of ion implantation, and has continuously made breakthroughs in industrialization of medium-current ion implanter, high-current ion implanter, specialized ion implanter and SiC ion implanter. The models are widely used by the world's renowned IC manufacturers.
As of March 17, 2021, CETC has acquired capability of independent research, development and manufacturing of full range of ion implanters, including models for medium-current, large-current and high-energy applications, as well as tools for third-generation semiconductor industry and other special applications. The key process node of CETC's tools for ion implantation has been upgraded up to 28nm, which enables CETC to provide a one-stop, cost-competitive solution of ion implanters for global chip manufacturing industry chain.

Click to expand...

Molecular Beam Epitaxy (MBE) System​

CETC molecular beam epitaxy (MBE) system is utilize state-of-the-art technology for crystal growth by spraying from a beam source furnace to a substrate at a certain ratio under ultra-high vacuum conditions (10-9 Pa). It is a new generation key equipment for preparation of materials and devices in the future. It has the advantages of low growth temperature, single atomic layer growth, controllable composition and doping concentration, etc., in broad application prospects of infrared and its optoelectronic devices, heterojunction transistors and their integrated circuits, VCSEL lasers, superconducting chips, quantum computing, new superlattices devices and other fields.

Click to expand...

The Russians are banned from securing chips for the military but no necessary civilian chips. So i think Russia should collaborate to with China CETC to advance the development of military chips for both countries. I mean CETC is sanctioned, so its doesn't care about potential sanctions of the U.S and is capable of development pretty good equipment, an investment R&D on special military chips by both countries is better than if Russia go alone with it for the sake of pride.

tokenanalyst said:

View attachment 84486


View attachment 84487

Click to expand...

Ion implanter is good. The sort of MBE system displayed is mostly used for testing, R&D, and pilot scale production due to high requirements for manual operation. In mass production optoelectronics fabs they try to move away from MBE to MOCVD which is much more automated and higher throughput.

FairAndUnbiased said:

Ion implanter is good. The sort of MBE system displayed is mostly used for testing, R&D, and pilot scale production due to high requirements for manual operation. In mass production optoelectronics fabs they try to move away from MBE to MOCVD which is much more automated and higher throughput.

Click to expand...

Yeah, for military applications MBE could be good enough given that is not a large market.
AMEC is the king of MOCVD in China but i don't know if they will want to engage with Russia in military applications given the fact they are hoping to conquer the international market.