Chinese semiconductor industry

This is the 2021 market share data I could find on the web, but this doesn't breakdown how much from CXMT.



The only data breakdown for CXMT I could find is its share by number of wafers and by number of memory bit produced from 2020. Took me long time to find relevant data so I thought I share here as FYI. Note the big three produce 86% of DRAM wafers and account for 91% of memory bytes produced in 2020.

3D-NAND marketshare for 2022 Q1. YMTC should be at least half of the “Others”.

PKU and AMEC-Inc collaborating in the development of plasma etch equipment for high aspect ratio nano-structures like 3D NAND.

Active Ion-Trajectory Control at the Wafer Extreme Edge in Plasma Etch (2019)

1. School of Software and Microelectronics, Peking University, Beijing 102600;
2. Advanced Micro-Fabrication Equipment Inc.,Shanghai

hvpc said:

This is the Tredforce full-year foundry market share projection for 2022.

The projected 8% Chinese foundry market share for 2022 is a bit muted. The actual 2022 Q1 share is already higher based on Trendforce's June 2022 report.

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The bubble chart below should provide clues to why despite big YoY growth, the domestic fabs' foundry marketshare doesn't change much in the pie charts I shared earlier. Domestic fabs has definitely gained a larger share of world wide IC output capacity, but not as much as the actual value-based marketshare, which is the one that matters.

Without EUVL, it will be increasingly more difficult to keep or close the gap between domestic IC industry and rest of the world. 5nm node capacity is still expected to grow as well as its value. 3nm is expected to be an even bigger node.

hvpc said:

The bubble chart below should provide clues to why despite big YoY growth, the domestic fabs' foundry marketshare doesn't change much in the pie charts I shared earlier. Domestic fabs has definitely gained a larger share of world wide IC output capacity, but not as much as the actual value-based marketshare, which is the one that matters.

Without EUVL, the gap between domestic fabs and the rest of the world will more likely than not get bigger. 5nm node capacity is still expected to grow as well as its value. 3nm is expected to be an even bigger node. Even more effort will be required for us to keep pace.

Click to expand...

Neither UMC nor GlobalFoundries has EUV so there's still potential to grow by taking their market share.

FairAndUnbiased said:

Neither UMC nor GlobalFoundries has EUV so there's still potential to grow by taking their market share.

Click to expand...

Indeed, hopefully we can take their marketshare overtime. But its easier said than done.

UMC and GF dependency on China is not as big as it used to be. They both are also focusing on specialized technology that will be harder to pry away. While we are expanding, so are they. I had originally believed SMIC could overtake GF & UMC by 2025, but now I'm not so confident.

The point is, we'll have to be prepared that this is a dogfight and will take time. Won't be able to hit target in a few years.

Global Semiconductor Equipment Billings Grow 5% Year-Over-Year in Q1 2022, SEMI Reports

Orders for semiconductor equipment increased significantly, and Jingsheng Electromechanical's net profit in the first half of the year increased by 79.91%-108.22%​

Jiwei.com news, on the evening of July 11, Jingsheng Electromechanical disclosed its semi-annual performance forecast for 2022. The company expects that the net profit attributable to shareholders of listed companies will be 1.08 billion yuan to 1.25 billion yuan from January to June 2022, a year-on-year increase. 79.91%-108.22%; net profit after deducting non-recurring gains and losses was 990 million yuan to 1.16 billion yuan, a year-on-year increase of 81.55%-112.72%.

Jingsheng Electromechanical said that during the reporting period, the company focused on the dual-engine sustainable development strategy of "advanced materials and advanced equipment", actively implemented various business plans formulated by the board of directors at the beginning of the year, strengthened R&D investment and technological innovation, and strengthened the whole-process quality management, Lean manufacturing and supply chain assurance, create flexible customization and large-scale dual-mode production capacity, strengthen market development efforts, and promote the continuous improvement of business scale and efficiency.

During the reporting period, the company grasped the industry trend of accelerating the localization of semiconductor equipment, accelerated the market verification and promotion of semiconductor equipment, and seized market share. The company's semiconductor equipment orders achieved rapid year-on-year growth; the company actively developed photovoltaic innovative equipment, accelerated advanced The expansion of the production of consumables has actively promoted the reduction of the cost of electricity per kilowatt hour; the market development of photovoltaic equipment has been strengthened, the quality of technical services has been further improved, and the delivery and acceptance of orders in hand have been actively promoted to achieve a substantial year-on-year increase in operating income and operating performance.

Recently, Jingsheng Electromechanical also stated that the company's newly signed equipment (including crystal growth equipment and intelligent processing equipment) and its service contracts in the first quarter of 2022 exceeded 4 billion yuan. As of March 31, 2022, the company's outstanding equipment contracts totaled 22.237 billion yuan, of which 1.343 billion yuan was not completed for semiconductor equipment contracts (the above contract amounts include VAT).

Zhongwei Company: Orders for etching equipment are full, and MOCVD equipment is expected to cover about 75% of the market​

April 10 (2020), Shanghai Integrated Circuit Equipment Materials Industry Innovation Center Co., Ltd. was established.

Qixinbao shows that the shareholders of Shanghai Integrated Circuit Equipment and Materials Industry Innovation Center Co., Ltd. include Shanghai Integrated Circuit Research and Development Center Co., Ltd., Shenyang Xinyuan Microelectronics Equipment Co., Ltd., Shanghai Silicon Industry Group Co., Ltd., and Jiangsu Nanda Optoelectronic Materials Co., Ltd. , Shanghai Microelectronics Equipment (Group) Co., Ltd., Shanghai Zhichun Clean System Technology Co. , Ltd. , North Huachuang Technology Group Co., Ltd., and Huahai Qingke Co., Ltd.



We miss this one. For the first time looks like they are working together towards one common goal. Being pushed into a corner is better incentive to fight than money.