Chinese semiconductor industry

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tokenanalyst

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Kunheng Shunwei: The high-performance spectrum analyzer has now entered the comprehensive R&D and testing stage​


According to micronet news, recently, Kunheng Shunwei said in an institutional survey that the company's high-performance spectrum analyzer has now entered the stage of comprehensive R&D and testing, and the company's R&D department continues to improve and iterate on the comprehensive performance and key indicators of the product. After the product is launched in 2022, it is expected to conduct trials and performance verification for the company's core customer groups in various downstream fields.

Kun Hengshunwei pointed out that the RF microwave signal generator is a multi-purpose test equipment in the field of radio test simulation instruments. It can be used as a useful signal generator and an interference signal generator for radio equipment to detect the tested performance indicators; , generate multiple types of signals through multiple RF microwave signal generators, and build a complex electromagnetic environment simulation test system. The company has provided the above-mentioned products to core customers in multiple downstream fields for testing and verification, and has continuously carried out product iteration and performance optimization, and customer recognition has been continuously improved.

Regarding the competitive landscape, KunHeng shunwei pointed out that among the domestic and foreign companies engaged in the research and development of high-end radio testing and simulation instruments, foreign companies mainly include Keysight in the United States, Rohde & Schwarz in Germany, Spirent in the United States, and National Instruments in the United States. Instrument and other companies, domestic enterprises mainly include Diankesiyi, Kunheng Shunwei and other enterprises. After years of technology accumulation and continuous R&D investment, the company has become one of the few domestic enterprises that can directly compete with international instrument manufacturers in the field of high-end radio test simulation instruments. Strong market competitiveness, the company's brand awareness and product awareness continue to improve.

Regarding production capacity, KunHeng shunwei said that the current company's products are mainly wireless channel emulators and RF microwave signal generators. Due to relatively few product lines, and the RF microwave signal generator products are still in the market introduction stage, the current company The operating system can still guarantee the current market demand for the company's product development and production. With the continuous growth of downstream market demand and the continuous expansion of the company's product line, the company's RF microwave signal generators, spectrum analyzer products, vector network analyzers and other products have relatively low sales prices and market demand compared with wireless channel emulator products. Large, will put forward higher requirements for production system requirements.

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olalavn

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4D millimeter-wave radar accelerates upward, and mass-produced models equipped with Freetech solutions are expected to be launched by the end of the year​

In China, high computing power chips, domain control, lidar, and 4D imaging radar have become the must-have options for a new generation of intelligent vehicles, and are fully prepared for the blank market of high-level autonomous driving.

Among them, the addition of 4D imaging radar means that the machine learning technology can also use the data from the radar and fuse with other sensors and other data to improve the accuracy of perception.


At present, some companies have seized the market opportunities. Including Continental Group, ZF, Aoku, etc., the first batch production designation and delivery are in progress. But there are only a handful of Tier 1s that really have the mass production capability of multi-sensor fusion .

In China, Freetech, with its full-stack technical capabilities and large-scale ADAS mass production experience, took the lead in taking the first train of the 4D outlet, becoming the first Tier 1 enterprise in China to launch 4D millimeter - wave radar fixed-point mass production. The related models are expected to be released by the end of the year. Launched in mass production.

As a leader in China's mass-produced autonomous driving technology, Freetech has self-research capabilities of intelligent driving technology from perception, planning to control execution, from demand decomposition, algorithm development, software implementation to system integration, to meet the needs of OEMs for different styles. of consumers have different needs for intelligent driving.
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tonyget

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https://s3-ap-northeast-1.amazonaws.com/psh-ex-ftnikkei-3937bb4/images/0/7/9/4/41494970-7-eng-GB/20220727-Chip-components-lead-time-Combo.png

https://s3-ap-northeast-1.amazonaws.com/psh-ex-ftnikkei-3937bb4/images/0/4/4/0/41510440-8-eng-GB/20220727-Supply-chain-resilience-flow-chart.png
 

FairAndUnbiased

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This isn't really relevant for China. Chinese supply chain timelines are totally different due to different suppliers now.

Swagelok isn't a critical component, multiple companies make
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fittings see
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,
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,
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. Cleaning is often outsourced.

Lithography for chip substrates: lol I wonder why they don't just call this "packaging lithography" because if they did
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there is
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for CMP.

there is AMEC for dry etch and ACM research for
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there is Naura for CVD, Shenyang Piotech for PVD.

all of them are growing 30%+ per year.
 

FairAndUnbiased

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Would you consider the pay raises in China for the semi industry the past few years sufficient for recruiting and retaining talent or is more still needed?
btw, you know there's
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the 25 lbs here is pretty typical but I've seen weightlifting requirements up to 50 lbs. but you also have to have a STEM degree and often a STEM MS/PHD.

just FYI, 200 mm fabs are only semi-auto because they often consist of equipment that doesn't talk to each other and are used in analog fabs.
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yet
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Doesn't sound like much but that moves in a process of 200 WPH. that's some weightlifting.
 

BlackWindMnt

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btw, you know there's
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the 25 lbs here is pretty typical but I've seen weightlifting requirements up to 50 lbs. but you also have to have a STEM degree and often a STEM MS/PHD.

just FYI, 200 mm fabs are only semi-auto because they often consist of equipment that doesn't talk to each other and are used in analog fabs.
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yet
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Doesn't sound like much but that moves in a process of 200 WPH. that's some weightlifting.
Dam didn't know a wafer was that much weight and then it being manually transferred.
 
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