Chinese semiconductor industry

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tokenanalyst

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The rise of China RF chips.

The 5G radio frequency chip that once stuck in the neck was officially broken, and many domestic chip companies mass-produced and delivered


Recently, Maijie Technology said that 5G RF chips have delivered some orders to mobile phone companies. This is another domestic RF chip company that has achieved mass production of 5G RF chips after Zhuosheng Micro and Fuman Micro, which highlights the rapid progress of
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. Prove that the US approach will only accelerate the growth of domestic chips.
The 5G radio frequency chip that once stuck in the neck was officially broken, and many domestic chip companies mass-produced and delivered

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uses the
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chip with integrated 5G baseband , but it cannot support 5G. Industry insiders pointed out that it should be because Huawei's 5G RF chip inventory has been exhausted, resulting in the P50 Pro unable to support 5G. At this time, the industry suddenly It turned out that not only
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may be constrained by the United States, but 5G radio frequency chips are also pinched by the neck of the United States.
It is reported that the United States holds 5G radio frequency chips, and the United States and Japan monopolize the key components - filters. The United States and Japan occupy 95% of the market share of the filter market. Because of their mastery of the key components of radio frequency chips, the United States is able to use the radio frequency chips. The market achieves a monopoly market position.
Since then, domestic chips have begun to actively develop RF chips. One year later, domestic 5G RF chips have been broken through one after another. So far, at the beginning of this article, at least three domestic chip companies have mass-produced 5G RF chips and delivered them to domestic mobile phones. , which highlights the research and development strength of domestic technical talents. As long as they are determined, they can always quickly break the gap.
Recently, Huawei released the mate50 mobile phone with domestic radio frequency chips and filters. Industry insiders pointed out that more than 50% of the chips in the mate50 are already domestic chips, which shows that the replacement of domestic chips has made great progress, which has strengthened the domestic production. chip competitiveness.
The 5G radio frequency chip that once stuck in the neck was officially broken, and many domestic chip companies mass-produced and delivered

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Fund in 2014. Since then, domestic chips have sprung up like mushrooms after a rain. In just a few years, thousands of chip companies have emerged, involving all aspects of Chinese manufacturing. Chips, and gradually meet the domestic manufacturing industry's demand for chips.
In 2019, the U.S. approach to Huawei injected a booster into domestic chips. At that time, domestic companies also began to realize the importance of cooperation with domestic chips. Only domestic chips can ensure the security of their supply chains. Therefore, as long as domestic chips can be used, It is preferred, which further accelerates the development of domestic chips.
The improvement of the domestic
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chain has also promoted the development of domestic chips. In recent years, the manufacturing process of domestic chips has reached 14nm. Industry insiders pointed out that 14nm is enough to meet the needs of 70% of domestic chips, and the production capacity of domestic chips has also increased from the top five in the world. Promoted to third in the world, localized chip manufacturing lowers the threshold for chip development, improves chip development efficiency, and enhances the research and development capabilities of domestic chips.
With the joint efforts of the domestic chip industry chain, the self-sufficiency rate of domestic chips has increased to more than 30% in 2021. The number of chips imported by China in the first seven months of this year decreased by 43 billion, of which 14 billion were imported in July alone. This is equivalent to 48% of the reduction in the number of imports in the previous 6 months, showing that the self-sufficiency rate of domestic chips is accelerating, which should include domestic substitution of radio frequency chips.

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Jiang ZeminFanboy

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The rise of China RF chips.

The 5G radio frequency chip that once stuck in the neck was officially broken, and many domestic chip companies mass-produced and delivered


Recently, Maijie Technology said that 5G RF chips have delivered some orders to mobile phone companies. This is another domestic RF chip company that has achieved mass production of 5G RF chips after Zhuosheng Micro and Fuman Micro, which highlights the rapid progress of
Please, Log in or Register to view URLs content!
. Prove that the US approach will only accelerate the growth of domestic chips.
The 5G radio frequency chip that once stuck in the neck was officially broken, and many domestic chip companies mass-produced and delivered

Please, Log in or Register to view URLs content!
uses the
Please, Log in or Register to view URLs content!
chip with integrated 5G baseband , but it cannot support 5G. Industry insiders pointed out that it should be because Huawei's 5G RF chip inventory has been exhausted, resulting in the P50 Pro unable to support 5G. At this time, the industry suddenly It turned out that not only
Please, Log in or Register to view URLs content!
may be constrained by the United States, but 5G radio frequency chips are also pinched by the neck of the United States.
It is reported that the United States holds 5G radio frequency chips, and the United States and Japan monopolize the key components - filters. The United States and Japan occupy 95% of the market share of the filter market. Because of their mastery of the key components of radio frequency chips, the United States is able to use the radio frequency chips. The market achieves a monopoly market position.
Since then, domestic chips have begun to actively develop RF chips. One year later, domestic 5G RF chips have been broken through one after another. So far, at the beginning of this article, at least three domestic chip companies have mass-produced 5G RF chips and delivered them to domestic mobile phones. , which highlights the research and development strength of domestic technical talents. As long as they are determined, they can always quickly break the gap.
Recently, Huawei released the mate50 mobile phone with domestic radio frequency chips and filters. Industry insiders pointed out that more than 50% of the chips in the mate50 are already domestic chips, which shows that the replacement of domestic chips has made great progress, which has strengthened the domestic production. chip competitiveness.
The 5G radio frequency chip that once stuck in the neck was officially broken, and many domestic chip companies mass-produced and delivered

Please, Log in or Register to view URLs content!
Fund in 2014. Since then, domestic chips have sprung up like mushrooms after a rain. In just a few years, thousands of chip companies have emerged, involving all aspects of Chinese manufacturing. Chips, and gradually meet the domestic manufacturing industry's demand for chips.
In 2019, the U.S. approach to Huawei injected a booster into domestic chips. At that time, domestic companies also began to realize the importance of cooperation with domestic chips. Only domestic chips can ensure the security of their supply chains. Therefore, as long as domestic chips can be used, It is preferred, which further accelerates the development of domestic chips.
The improvement of the domestic
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chain has also promoted the development of domestic chips. In recent years, the manufacturing process of domestic chips has reached 14nm. Industry insiders pointed out that 14nm is enough to meet the needs of 70% of domestic chips, and the production capacity of domestic chips has also increased from the top five in the world. Promoted to third in the world, localized chip manufacturing lowers the threshold for chip development, improves chip development efficiency, and enhances the research and development capabilities of domestic chips.
With the joint efforts of the domestic chip industry chain, the self-sufficiency rate of domestic chips has increased to more than 30% in 2021. The number of chips imported by China in the first seven months of this year decreased by 43 billion, of which 14 billion were imported in July alone. This is equivalent to 48% of the reduction in the number of imports in the previous 6 months, showing that the self-sufficiency rate of domestic chips is accelerating, which should include domestic substitution of radio frequency chips.

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Does mate 50 have 5g? I've been looking at specifications and can't see
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ansy1968

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tokenanalyst

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Every crisis is an opportunity.

The performance grew against the trend, and the research and development of new products was advanced in an orderly manner


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Huafeng Measurement and Control is the main test platform supplier in the domestic analog and hybrid test field, and it also deploys discrete device and power device testing. It is one of the earliest companies to enter the semiconductor test equipment industry in China. It is the largest domestic supplier of semiconductor test systems in China.

According to Huafeng Measurement and Control's 2022 semi-annual report, the company's revenue in the first half of the year was 541 million yuan, a year-on-year increase of 66.8%.

The performance of Huafon's main models is in a leading position in China, and the revenue share of the new model STS8300 has increased significantly. The company's main model STS8200 series is mainly used for analog and mixed-signal integrated circuit testing, and also expands the testing of discrete devices and power devices. The update and iteration of the tested chip; the new product STS8300 has received orders from many high-quality customers and has achieved a certain amount of installed capacity. The platform design of STS8300 further improves the integration level, mainly for PMIC and power SoC testing, which can meet the requirements of FT and CP testing requirements.

According to the company's announcement in April 2022, the revenue share of STS8300 products in the first quarter increased from 15% in 2021 to 30%, the share of power products rose to 20%, and the rest were traditional analog hybrid products; in addition, the company A new generation of models will be launched for digital chip testing, and the company expects a prototype to be released within a year.

Seize the opportunity of domestic substitution and develop overseas markets with remarkable results

Recently, the implementation of the US Chip Act has strengthened the urgency and necessity of domestic substitution. As a leader in domestic testing machines, Huafeng Measurement and Control has continuously broken the monopoly of overseas technologies and markets, and launched power and SoC testing machines, which is an independent possibility in the semiconductor industry chain. The core target of control.

It is understood that as of July 18, 2022, the cumulative installed capacity of Huafeng Measurement and Control has exceeded 5,000 units, which marks the development of the company's products from a relatively single analog IC test platform to an analog IC test platform, an analog PMIC test platform, and a high-power The pattern of the four major applications of the device and module test platform.

Under the background of domestic substitution, Huafeng Measurement and Control relies on the accumulation of technologies in the analog and digital-analog hybrid fields over the years, coupled with the advanced layout in the field of third-generation compound semiconductors and SoC testing in recent years, the products have been more and more popular. Recognized by many customers, the company is currently the main test equipment supplier in the field of analog hybrid testing for the top three domestic semiconductor packaging and testing manufacturers.

Up to now, Huafeng Measurement and Control has occupied about 60% of the domestic analog testing machine market, and has completed domestic substitution. In addition, the company's overseas market expansion has achieved remarkable results, and it has entered the international packaging and testing market supplier system. The overseas market development has achieved initial results.

Sun Yung said that the implementation of the US Chip Act is good news for the company in the short and medium term. The company will also seize this opportunity to plan to increase market promotion efforts in the future, strive to win more customers, further expand the company's market scale, and improve The company's continued profitability.

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Last week bidding:

Jingsheng Electromechanical added 10 bid-winning equipment, Silicon Semiconductor ( Sidea Semiconductor Equipment ) added 7 bid-winning equipment, North China Innovation added 4 bid-winning equipment (Naura??), Shanghai Microelectronics (SMEE) added 1 bid-winning equipment, KLA added 13 bid-winning equipment, application 9 new bid-winning equipments were added.

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GodRektsNoobs

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On P60 next year.
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Jul 22, 2022 — Huawei P60 series is reportedly going to be powered by a Kirin 9100 SoC made with 14nm 3D packaging. The 14nm SoC is said to be comparable .
What if, just what if in a few months there might be a Mate 50/50 Pro 5G? An entire year seems a bit too long for Mate 50 4G to be in the market, especially when 5G RF chips are now in mass production? When that happens just give existing Mate 50 4G buyers a free 5G case.
 

AndrewS

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What is everyone's guess as to the number of DUV systems that SMEE has planned for production?

ASML delivered 67 DUV systems last year

Tinrobert has the following estimates of:
10 DUV systems for a 28nm fab with a 50K WPM output
20 DUV systems for a 7nm fab with a 50K WPM output

In terms of Chinese fabs, I could easily see a 5 year programme to build the equivalent of 15 megafabs - each with 100K WPM output.

It would mean SMEE delivering more DUV machines than ASML
 

siegecrossbow

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I really hate this kind of clock bait titles. Even the author admits in her tweet that china is putting a lot of resources in and could get there. But the headlines were phrased in a way to make china sound evil and incompetent.

Even when they talk about china building foundries, it refers to them all as mature nodes and fail to acknowledge all the advanced new fans that smic has under construction. Do they realize that smic will be a top 3 fab in the world in a couple of years? Most likely not. I would be long smic stock and shorting tsmc right now.

I guess it will hurt a lot of people's feelings that 5 nm will probably start production in china before America or that there will be far more 5 nm capacity in china even once Arizona fab fully ramps up. Just wait until 2023 when an article will come out that smic has fabricated 5 nm chips.

Putting new fab in Arizona is dumb since the South West will see increasingly worse drought in the near future due to climate change. Texas has much better infrastructure/water resources/existing expertise.
 

tphuang

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Well, looks like the Biden administration does not want any American Tech company to do business with China.
If Dell and HP can't sell China data center servers, then this will give additional benefits to domestic players. Although, I actually don't know how much that will matter in reality.
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U.S. officials have reached out to allies to lobby them to enact similar policies so that foreign companies would not be able to sell technology to China that American firms would be barred from shipping, two of the sources said.
well, the most obvious point here is ASML. I know they bought a lot of ASML DUVs already this year. Let's see how many more they can buy before the Dutch government finally buckles under US pressure.

If there is any fab in China that's still under the impression they will be exempt from this, they need to get their head smacked upside down.
 

tphuang

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I was doing a little look up on huahong group. Looks like they've also been expanding faster than I thought.

Here is from April, when they said that their 12-inch fab in Wuxi has reached 65k wpm production after $4.5 billion in investment. For 90nm and 65nm/55nm technology nodes. And this factory has a long list of industrial clients, including producing MCUs for BYD semiconductor.
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The original plan was to hit 40k wpm by the end of 2022.
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And now there is plan to add another 29.5k wpm with another $800 million investment and finish this in 2023. And it got itself listed on STAR board to get funding for a second 12-inch fab (in Wuxi?)
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So you are seeing a pretty dramatic increase in 12-inch capacity from huahong.

This is on top of the progress of its subsidiary HLMC. I believe something about this was posted last week, but this article claims that Huali revealed it had already mastered the 14 nm process back in 2020.
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So there is plenty of new fab, fab expansion coming in the 28 to 90 nm range. And both SMIC and Huahong have the ability to make 14 nm chips. There is no reason why the SMIC's new fabs should be only producing 28 nm and above nodes.
 
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