Chinese semiconductor industry

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tinrobert

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european_guy said:
Thanks for this article. I found the below table quite interesting

View attachment 105714

I tried (with some difficulty) to recover the English names of the companies involved:

Photoresist stripping and ashing (91%) LAM 9%, 浙江宇谦 16%, Mattson 25%, Jet Plasma 44%

Cleaning (66%) NAURA 3%, CETC 4%, Kingsemi 5%, LAM 6%, PNCS 8%, TEL 11%, ACM Research 13%, SCREEN 17%, Tronway 25%

Etching (56%) Jiaxin Semiconductor 5%, TEL 10%, NAURA 19%, AMEC 22%, LAM 29%

CMP (41%) Semicore 11%, BBS KINMEI 16%, Hwatsing 27%, AMAT 30%

CVD (36%) NAURA 9%, Piotech 12%, LAM 23%, AMAT 31%

Metrology (27%) AMAT 3%, SMEE 3%, Hitachi 5%, PMISH 8%, Skyverse 8%, KLA 23%

Thermal processing (26%) Jiaxin Semiconductor 2%, AMAT 3%, Mattson 3%, NAURA 17%, TEL 59%

Coating and developing (24%) Kingsemi 23%, TEL 69%

Ion implantation (7%) CETC 2%, Luyuer Technology 3%, Sumitomo 17%, AMAT 31%, Axcelis 42%

Lithography (0%) Nikon 8%, Canon 21%, ASML 50%

Some notes:

1. I was not able to understand what this 浙江宇谦 company is.

2. The market leader of cleaning seems to be this quite unknown
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(常州创微微电子) company with 25% share. I'm not sure how to read this.

3. The market leader of photoresist dry stripping (ashing) is this
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(稷以科技) company. Another never-heard-before name.

3. In metrology KLA has only 23%. I expected much more.
Click to expand...
3 things:
1. I am having trouble understanding what this table means. What is the 91% mean, maybe 91% YoY change or maybe percentage of Chinese companies?, and what do the individual shares mean?
2. In my analysis of the photoresist stripping business in China, Mattson Technology is the top company. Their Chinese name is Yitang. Mattson is an old US company acquired by Beijing's E-Town Capital in 2016
3. On the other part of the original article this table came from, there is a table from Wind. My article in Seeking Alpha adds to that perspective. Its called

"No Evidence U.S. Sanctions Against China Are Working, Thanks To ASML"​

can read it here:
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I look forward to clarification on item 1.
 
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european_guy

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tinrobert said:
3 things:
1. I am having trouble understanding what this table means. What is the 91% mean, maybe 91% YoY change or maybe percentage of Chinese companies?, and what do the individual shares mean?
2. In my analysis of the photoresist stripping business in China, Mattson Technology is the top company. Their Chinese name is Yitang. Mattson is an old US company acquired by Beijing's E-Town Capital in 2016
3. On the other part of the original article this table came from, there is a table from Wind. My article in Seeking Alpha adds to that perspective. Its called

"No Evidence U.S. Sanctions Against China Are Working, Thanks To ASML"​

can read it here:
Please, Log in or Register to view URLs content!


I look forward to clarification on item 1.
Click to expand...

Yes, 91% is the localization rate, the percentage of Chinese companies for that application.

The other numbers are the market share of each company, although in many cases the sum is not 100%

Yes, Mattson's Chinese name is Yitang Semiconductor (屹唐半导体) and in the table is given at 25% market share.
 
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tinrobert

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european_guy said:
Yes, 91% is the localization rate, the percentage of Chinese companies for that application.

The other numbers are the market share of each company, although in many cases the sum is not 100%

Yes, Mattson's Chinese name is Yitang Semiconductor (屹唐半导体) and in the table is given at 25% market share.
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OK thanks for the translation. I wish I knew how to convert these pdf charts to be able to translate.

On the sum of share not totally 100%, many sectors are in the 70-80%. Why do you think that is and are these for 2021 or 2022?
 
tphuang

tphuang

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tinrobert said:
OK thanks for the translation. I wish I knew how to convert these pdf charts to be able to translate.

On the sum of share not totally 100%, many sectors are in the 70-80%. Why do you think that is and are these for 2021 or 2022?
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Hi there, I believe the charts are for 2022. It's possible that maybe they typed a couple of the numbers incorrectly and also that there are many smaller players that accumulate the remaining. Btw in that article, the tools maker revenue growth table is also interesting.
 
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tokenanalyst

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tphuang said:
also that there are many smaller players that accumulate the remaining. Btw in that article, the tools maker revenue growth table is also interesting
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They are probably comparing the market share of big foreign companies against big local companies. There are many companies who are not in this list, foreign and domestic. By example LeadMicro is not in the list and I know they have been selling ALD tools.

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tphuang

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Now, Tom's hardware are noticing LG120 integrated GPU that comes with 2K2000 SoC.
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I don't think they are getting it here. 7A2000 bridging chip was said to have been included with 3A5000 and 3C5000 to provide an integrated GPU to help offload some of the rendering/graphic processing off CPU and onto GPU. For a lower power SoC like 2K2000, it seems like Loongson found significant performance improvement in 2K2000 over the previous generation 2K1000LA
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see again the performance been more than 3x as good as previous generation for industrial control chips. Part of that is more advanced CPU core of LA364 over LA264, part of that is using more advanced process of 28nm over 40nm and part of that is operating at 1.5 GHz over 1 GHz. But I'm sure having LG120 iGPU that is low powered and can reduce the workload of CPU also have something to do with it.

I'm also expecting them to come out with more advanced versions with their future desktop or smartphone SoC.
 
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tonyget

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不想睡：国产光栅 还不顶用吗
havok：要解决的不仅仅只是一个光栅 是一整套测量系统。但不是说平面光栅就一定比激光干涉优秀 到了EUV真空环境ASML又用回了激光干涉仪 。

不想睡: Is the domestic grating still unusable?
havok: It is not just a grating but a complete measuring system to be solved. But it doesn't mean that planar gratings are necessarily better than laser interference. In the EUV vacuum environment, ASML uses laser interferometers again.

华卓研制的大平面光栅：
Large flat grating developed by U-precision:

v2-f0d9cfb3fb480f3c9e9307c4acdf2b9f.jpeg
 
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