US think tank placed smic , cmxt, ymtc under microscope.
I was surprised trump didn't go after cmxt, ymtc.
Cmxt as of Q4 2020 had 45K wafer for 19nm DDR4 production and 82K wafer Q1 2021, soon replacing nanya 4th spot behind Samsung, hynix, micron.
Besides semi, China relying on Japan for high end CNC, 1/3 of Japan of export of CNC goes to China.
Top 10 CNC has 4 japanese, 3 Germany, 2 US.. none from China.
I don't know which report are you referring to but China did dominate the low to medium level of CNC and increasingly in the high end. Certain specialize CNC machine like turbine blade CNC china still import from Swiss. Of course highly precession servo motor still use foreign though they normally sourced from domestic factory. This report is from 2018 and thing change fast
Global and China CNC Machine Tool Industry Report, 2019-2025
With the sustained growth of the global economy, the consumption in the machine tool sector will continue to grow by more than 3.0% in 2019, which will propel the global CNC machine tool industry whose output value outnumbered $70 billion in 2018 to escalate steadily. As the world's leading producer and consumer of CNC machine tools, China garnered the CNC machine tool output value of over $6 billion (by the exchange rate 1:6.6174) in 2018, a more than 10% share of the global total.
In 2018, China CNC machine tool industry characterized the followings:
- CNC level: China had a CNC rate of machine tools at 29.7% in 2018, far lower than Europe, America, Japan and other developed countries (Japan: over 90%; Germany: above 75%; the United States: beyond 80%). Wherein, the CNC level of metal cutting machine tools was 39.0%, higher than that of metal forming machine tools (only 9.9%).
- Breakdown products: Among CNC machine tools, CNC lathes and machining centers are used more widely, with their output seizing nearly 50.0% of the total output of CNC machine tools in 2018. In the field of CNC lathes, small and medium-sized horizontal lathes prevail, but more than 85% of high-end small lathes in China needs importing.
- Technical level: China relies on the import of high-end CNC machine tools, and the localization level is less than 20%; the localization level of medium and low-end CNC machine tools is as high as over 85%, but the core components herein still hinge on foreign technology. More than 80% of CNC systems used for the China-made ordinary CNC machine tools are imported, and at least 85% of servo systems/motors come from abroad.
- Competitive landscape: the leading Chinese CNC machine tool manufacturers are comprised of Dalian Machine Tool, Shenyang Machine Tool, Qinchuan Machine Tool & Tool, JIER Machine-Tool, Ningbo Haitian Precision Machinery, etc. However, in the past two years, the giants have been confronted with difficulties successively (Shenyang Machine Tool suffered losses ceaselessly, Dalian Machine Tool was asked for reorganization and rectification due to breach of bonds), causing a continued slide in industrial concentration. In 2018, CR10 was less than 30%.
- As some foreign-funded enterprises set up CNC machine tool production bases or R&D centers in China, China’s local production capacity and level will be improved in the future, which will further promote the comprehensive competitiveness of CNC machine tools made in China.
The Global and China CNC Machine Tool Industry Report, 2019-2025 mainly deals with the following:
- Technology, classification, industry chain, etc. of CNC machine tools;
- Global and China’s machine tool output, consumption, import and export, competitive landscape, etc.;
- Overview of the global CNC machine tool market; market Size, import and export, etc. of CNC machine tools in major countries (Japan, Germany, South Korea);
- Development environment, output, demand, import and export, competitive landscape of CNC machine tools in China;
- Production scale, import and export, competitive landscape, etc. of major CNC machine tool products (CNC lathes, CNC grinders, machining centers);
- Market size, major suppliers, etc. of CNC machine tool core components (CNC systems, servo systems, electric spindles, etc.);
- Market size, CNC machine tool applications, etc. of downstream applications (automotive, aviation, railroad equipment, electronic information, etc.);
- Operation and CNC machine tool business of 12 foreign and 20 Chinese CNC machine tool manufacturers.
*The Chinese Version of this Report is Available on Request.
Note: Product cover images may vary from those shown
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Completion of the Third Plant at YASKAWA ELECTRIC (SHENYANG) CO., LTD
NewsJul 25, 2018
Yaskawa Electric Corporation (head office: Kitakyushu, Japan; Representative Director and President: Hiroshi Ogasawara) is pleased to announce that a completion ceremony was held on June 29, 2018 of the third plant at Yaskawa Electric (Shenyang) Co., Ltd. (Economic and Technological Development Area, Shenyang, China) and started the operation.
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The third plant at Yaskawa Electric (Shenyang)
1. Purpose of the Establishment of the Third Plant
Investments in factory automation and installation of robots are accelerating due to advancement of industrial structure, decrease in the labor force, soaring labor costs, etc. and a demand for machine tools, manufacturing equipment, industrial robots and so on is expanding in China. In addition, due to the need to rollout products to meet the needs of the Chinese market, local product development is already under way.
As demand for servo motors, servo amplifiers and robot controllers, which are the main components of automation equipment, is expected to further increase in the future, Yaskawa Electric has expanded the third plant to strengthen production capacity.
In this third plant, Yaskawa Electic introduces the latest production management system with the concept of “visualization”, realizing real time management of production status. By introducing this system, it will establish a system that can share global production data in collaboration with mother plant in Iruma, Saitama, Japan.
In addition, in the development organization, Yaskawa Electric will combine the development functions which is currently situated at two areas in the facility to the 3rd plant to promote improvement of development capability and efficiency. Yaskawa Electric will accelerate product development to respond timely to customer needs.
2. Overview of the Third Plant
Address: No.5, 34A, City Development Road, Economic and Technological Development Area, Shenyang 110141, China
Floor area: 15,700 square meters
Start of operations: June 2018
Types of production: AC servo motors, servo amplifier, robot controller, spindle motor for machine tool
3. The Completion Ceremony
Guests from government officials including Deputy Mayor of Shenyang City attended the completion ceremony, and the company explained the aim of China production of servo motors and servo amplifiers as well as the outline of the new plant.
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Scene from the completion ceremony
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