Chinese semiconductor industry
- Thread starter Hendrik_2000
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As I was saying before. No one wants to pay ARM for microcontroller royalties.
This take specifically mentions the future China RISC-V ecosystem due to American interference
It does seem to me that aside from BYD, a lot of Chinese firms are just not ordering SiC or even IGBT power chips from domestic producers
in this case Infineon is building world's largest SiC fab and a good chunk of its clients are Chinese
in this case Infineon is building world's largest SiC fab and a good chunk of its clients are Chinese
Unlike ST plant, this is operating in Malaysia. Maybe some of their substrate is ordered from Chinese firms, but as a whole, either Chinese domestic industry is not keeping up with capacity expansion or they are not competitive product wise or domestic players like Li Auto/SAIC are locked into foreign product offerings
IGBT market share domestically in 2022. Infineon still leads the way with BYD, StarPower & CRRC after them. It does seem to me against that BYD is always supporting domestic fabs whereas some of these other guys do not at all.
From a while back
BYD has a new fab at Changsha that produces 20k wpm of 8-inch wafers (half MCU and half IGBT). Supposedly, 10k wpm is enough for 500k modules.
According to BYD's own presentation, usage of SiC in BYD Han led to 10% improvement in performance
As such, expect more and more cars to use SiC motor going forward
Neither does Memsonics
This is a news from April this year，recent enough？
Do you see Memsonics's products on whole bunch of domestic smartphone OEMs？I don't. Being able to manufacture BAW filters does not automatically make you the market leader in China，otherwise Rofsmicro would have dominated Chinese BAW filter market long ago.
I just don't see how this Silex+Memsonics is a big deal in Chinese BAW market，it's just one of those BAW project which China already has plenty，nothing special.
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Recent article says memsonics have 20 customers. How do you start mass production for 10k wpm and sign long term agreement without entering supply chain?
The have said their product has already been tested and is international leading in certain criteria. So the past few months must have produced different product samples that got trialed by perspective customers.
Silex don't have other customers at this production line phase 2 expansion
It's almost assured that Huawei is one of the customers in question here.
China needs baw filter for different market. (4g/5g/wifi). 250 million is not a big total over a couple of years when each phone needs 70 to 100 of them. It's quite possible it is good enough for certain products but not good enough for 5g phones. Otherwise, they should have sold several billion by now.
The total investment is 44 million US dollars! Fuchuang Precision plans to invest in the establishment of an overseas wholly-owned subsidiary
On August 4, Fuchuang Precision announced that in order to further improve the company's global strategic layout, effectively respond to changes in the international situation, expand international business, quickly respond to customer needs, strengthen cooperation with international customers, and respond flexibly Due to fluctuations in the macro environment and industrial policy adjustments, the company plans to invest in the establishment of overseas wholly-owned subsidiaries with a total investment of 44 million US dollars, including the company's own or self-raised funds of no more than 25 million US dollars, and the rest will be funded by the newly established subsidiary .
It further pointed out that the subsidiary intends to engage in research and development, production and sales of key parts and components of semiconductor equipment, global supply chain procurement business, and introduce high-end talents to support the development of the company and its subsidiaries.
Fuchuang Precision stated that the company's establishment of overseas wholly-owned subsidiaries is based on the consideration of the company's strategic development plan and is in line with national policies. It is conducive to further expanding the company's international business scale, broadening the company's product line, maintaining technological leadership, enhancing the company's profitability, and deepening The stickiness between the company and international customers can improve the procurement capabilities of the global supply chain, effectively improve the international market share and the company's overall anti-risk ability. The implementation of the investment project will help drive the overall development of the company, increase the scope of the company's business radiation, create a synergistic effect with the company's existing products, improve the company's market competitiveness, and contribute to the company's long-term development.
This article says the Chinese governmerment had finally decided to go serious in funding RISC-V initiatives.
“This year, the Ministry of Science and Technology and the National Science Foundation China are already inviting proposals for RISC-V related research. This is quite a substantial change,” Yungang said during a presentation at the RISC-V Summit held last month in Barcelona.
“This year, the Ministry of Science and Technology and the National Science Foundation China are already inviting proposals for RISC-V related research. This is quite a substantial change,” Yungang said during a presentation at the RISC-V Summit held last month in Barcelona.
Presentation from CETC 55th institute on their SiC product.
work on this was reported a while back here
Now, looks like FAW has completed its testing and evaluation after 15000 km of road testing for the 1200V/400A SiC power module. 1200V/600A HPD module has completed testing on electric
I think given that back in April, they had just completed trial production. And no after 15000 km and over 100 cars testing, FAW has finally finished validation here of the power modules
It's not a simple process
First you start with a design and you need a fab to work with you to complete taping out, which takes months and a lot of money. And then once that's out, you measured its performance vs theoretical performance, then you can start trial production. In many cases like with Memsonics, it spent money with Silex to buy the equipments to move in for wafer production. And then you have a bunch of chips and can start testing out with various customers. In FAW/55th Institute case, CETC is an IDM, so designed the power module and makes them. In Memsonics case, it need to work closely with Silex to produce its different products. Then, they hand it to customers. In Memsonics case, either to RFFE manufacturers for integration into L-PAMid or to smartphone makers. In CETC's case, it just works with FAW. But in both cases, they need to wait for a while until the validation is complicated. If the customer is happy with the yield & trial production performance, it will sign long term contract for producing x # of wafers and fab can ramp up production. All of this takes time.
HW had to probably work with SMIC for several years until SMIC able to produce them product with yield & performance that satisfy them. Several batches. Each batch, things gets a little better.
And in Memsonics case, it seems like everyone is happy with the results, so they placed massive orders and Memsonics can ramp up production quickly (one would hope. based on 2k wpm of 8-inch wafers, I calculated at least 120m BAW filters a month). Whereas huntersun may have passed 1 or 2 customer's validation and nothing more (especially not with 5G phones. As such, Memsonics right now is likely the only mass produced BAW filters that Chinese smartphone makers have actually validated and ordered large quantity of.
work on this was reported a while back here
Now, looks like FAW has completed its testing and evaluation after 15000 km of road testing for the 1200V/400A SiC power module. 1200V/600A HPD module has completed testing on electric
I think given that back in April, they had just completed trial production. And no after 15000 km and over 100 cars testing, FAW has finally finished validation here of the power modules
It's not a simple process
First you start with a design and you need a fab to work with you to complete taping out, which takes months and a lot of money. And then once that's out, you measured its performance vs theoretical performance, then you can start trial production. In many cases like with Memsonics, it spent money with Silex to buy the equipments to move in for wafer production. And then you have a bunch of chips and can start testing out with various customers. In FAW/55th Institute case, CETC is an IDM, so designed the power module and makes them. In Memsonics case, it need to work closely with Silex to produce its different products. Then, they hand it to customers. In Memsonics case, either to RFFE manufacturers for integration into L-PAMid or to smartphone makers. In CETC's case, it just works with FAW. But in both cases, they need to wait for a while until the validation is complicated. If the customer is happy with the yield & trial production performance, it will sign long term contract for producing x # of wafers and fab can ramp up production. All of this takes time.
HW had to probably work with SMIC for several years until SMIC able to produce them product with yield & performance that satisfy them. Several batches. Each batch, things gets a little better.
And in Memsonics case, it seems like everyone is happy with the results, so they placed massive orders and Memsonics can ramp up production quickly (one would hope. based on 2k wpm of 8-inch wafers, I calculated at least 120m BAW filters a month). Whereas huntersun may have passed 1 or 2 customer's validation and nothing more (especially not with 5G phones. As such, Memsonics right now is likely the only mass produced BAW filters that Chinese smartphone makers have actually validated and ordered large quantity of.
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