Tonyget are you there? Via Vincent progress is being made in localization but it will take sometime to be completely independent from foreign sources. Why is the low rate penetration of ion implanter?
How is the progress of localization of semiconductor equipment?
According to the statistics of Weiwang, in April 2022, the number of winning bids for etching equipment in mainland China is 36, of which 26 are domestically produced, namely 14 from North Huachuang and 12 from China Micro.
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Comment 1:
Obviously, NAURA is strong in the fields of silicon etching and metal etching, while China Micro is leading in dielectric etching, and the respective technical advantages of both parties are quite distinct. In fact, on the whole, there are many types of equipment in the north, and the coverage is wider; the advanced level of Zhongwei is higher. Look forward to the two becoming China's Applied Materials and ASML as soon as possible.
Comment 2:
Not only the etching machine, but the localization data of semiconductor equipment in April is generally quite good: in April, major domestic semiconductor manufacturers purchased 108 equipment, and mainland Chinese manufacturers made a total of 67 equipment, accounting for 62%. Of course, this is closely related to the hot production capacity in the first quarter and the concentrated launch of large-scale production expansion projects.
Comment 3:
From a conservative point of view, April is only a one-month node after all, and the trend depends on the medium and long term, at least 3 months. So what is the situation?
From January to April 2022, major domestic fabs purchased a total of 401 semiconductor equipment, including 97 domestic equipment, and the localization rate is about 24.2% - this is a relatively more realistic total.
From the perspective of long-term data, the current localization rate of etching machines is 20%, cleaning machines 30%, diffusion heat treatment 20%, and CMP 20%, which are all considered high. 90% of the glue remover....The reason everyone knows. The low ones are still 5% for gluing and developing, 5% for thin film deposition equipment, and
less than 1% for ion implanters. As for the front lithography machine... not to mention.
Review 4:
It also needs to be viewed from the front. For example, when looking at the data, we should also pay attention to one thing: the proportion of stock or the proportion of incremental.
Because the market stock is too large, even if the speed of localization increases, the incremental proportion is good, and the stock is still very low for a long time. For example, the stock of high-end ion implanters accounted for less than 1%, but in April alone it reached 38.9%. The difference is huge.
The proportion of stock is still low, and the proportion of incremental is gradually rising. And the individual differences are very large: some reach 3nm, most of them reach 14-28nm steadily, and a few have not yet come out of bed.
The former is like this, the latter is slightly better than the former, and the detection is slightly worse than the former.
This is the truer story of the localization of China's semiconductor equipment.
