Chinese semiconductor industry
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PIE semiconductor has completed new round of financing with Dongfeng taking a stake
PIE has 650V/1200V/1700V Sic Power modules and have met AEC-Q101 auto grade certification. Has started to delivery product since 2021 to EV company. In 2022, enter supply chain for foreign charging pile company & last power supply.
This year, it has received order from NEV company & started mass production.
Quite interesting, has been testing with multiple car factories and even delivered some product in 2021 but only received large orders this year for mass production. Does take time to enter supply chain even after you complete auto grade certification
yes. this is the last batch
China's semiconductor equipment imports from Japan during the first half of 2023 reached $4.83 billion, a year-on-year decrease of 13.2%. In June, the number was $804 million, down by 10.5% year on year but up by 41.6% month-on-month..
first Quarter saw significant drop ..
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another interesting piece of information.
China's imports of semiconductor equipment in 2022 totaled $34.72 billion, a year-on-year decrease of 15.3%, showed the data from the General Administration of Customs..
China’s semiconductor equipment exports reached $4.12 billion in 2022, a year-on-year increase of 13.1%. The trade deficit registered $30.6 billion, a year-on-year decrease of 18.1%.
i really didn't know that China export $4.12 billion worth of semiconductor manufacturing equipment in 2022. @tphuang sir look
once in a life time opportunity for Chinese semiconductor equipment makers to tap into gold mine..
only 1 thing I disagree with: not once in a lifetime. this is forever because once Chinese companies get a market, they don't let go. Solar, wind, EV, shipbuilding, infrastructure...
Some updated details on SMEC (SMIC shaoxing JV)
Remember, 3rd phase of SMEC started productionws signed in May to spend 22.2B RMB for a 100k wpm 12-inch fab producing mostly power semiconductors
3rd phase has started production earlier with 10000th wafer rolling off. 10k wpm of 12-inch wafers in 3rd phase are in trial production right now
From
SMEC focuses in 2 areas. 1 is power chips
Now working on Gallium Oxide and diamond. Looks like nothing on 3rd gen material. Skipping that generation
Also MEMS
Again, while many may advertise BAW filters, who is actually producing them. Looks like Silex was able to achieve that capability and looks like SMEC has the ability but just getting to the latest generation of BAW filter production tech. While it may be able to produce BAW filters in the past, might not be at the technical level required for 5G mobile devices. Again, all this is great. More firms like Newsonics will have BAW filter produciton going forward.
From earlier one
RF filter is 17% of MEMS market, the most lucrative part. if they can increase market share here. It will be a big deal
Steadily adding capacity. first 2 phases achieve 170k wpm. Should achieve break even soon. ASP continues to rise
Remember, 3rd phase of SMEC started productionws signed in May to spend 22.2B RMB for a 100k wpm 12-inch fab producing mostly power semiconductors
so a lot of plans to increase first phase and 2nd phase production. IIRC, both are 8-inch wafers. Look at that, goal of 2.5m 8-inch wafer capacity by end of this year. That's a lot.
3rd phase has started production earlier with 10000th wafer rolling off. 10k wpm of 12-inch wafers in 3rd phase are in trial production right now
From
SMEC focuses in 2 areas. 1 is power chips
Looks like they are able to produce the NEV IGBT from 750V to 1200V in mass production + IGBTs for various applications. They are also mass producing MOSFET for NEVs
Now working on Gallium Oxide and diamond. Looks like nothing on 3rd gen material. Skipping that generation
Look at this. Goal of 1.2 million wafers per year of gallium oxide and diamond ultra wide bandgap wafers by (maybe by 2025??) 30k RMB/wafer. Yeah, it's worth a lot
Also MEMS
works out wafers for 4G/5G RF products and have demonstrated high volume production with high yield and reliability. China's leader in this area. Note, it has just entered the mainstream mobile communication. Mass production includes switches, filters, antenna tuners, multiplexors & resonator. They are researching & developing new gen of RF filter doped with piezoelectric films (which I believe is needed for latest BAW filters). Product just entering trial production. In Q3, production to increase.
Again, while many may advertise BAW filters, who is actually producing them. Looks like Silex was able to achieve that capability and looks like SMEC has the ability but just getting to the latest generation of BAW filter production tech. While it may be able to produce BAW filters in the past, might not be at the technical level required for 5G mobile devices. Again, all this is great. More firms like Newsonics will have BAW filter produciton going forward.
From earlier one
again, mass production of filters, multiplexers and antenna tuners.
RF filter is 17% of MEMS market, the most lucrative part. if they can increase market share here. It will be a big deal
This is how I often determine if an article is useful or not. If they're talking about airplanes and how car manufacturers are behind because they don't have airplanes, I know the article is going to be garbage.
Saying YTMC is falling behind because they aren't focusing on AI is exactly like that. So that article is complete trash.
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