Chinese semiconductor industry

tphuang said:

There are definitely still room for Hisilicon to win market share in.

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For example this new large MiniLED TV from Hisense uses Mediatek's MT9653 SoC. Huawei isn't going to win the entire market, but if production comes up more, it can win more of the market and leave less for Mediatek, qcom and others. All of this helps domestic industries

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Huawei does have its own TV aka "Smart Screen" so other TV makers might be relucent to use Huawei SoC. Rockchip is another domestic (mainland) alternative to Mediatek. Tencent has switched to Rockchip from Mediatek for its latest TV box.

What's equally important is to push for domestic media standards. There's no reason to pay to use Dolby Vision when Chinese audience almost exclusively watch Chinese program on Chinese SVOD. Use domestic HDR standard instead. Tencent's Rockchip-based TV box supports domestic HDR but not Dolby Vision.

article here from a presentation on China's IC industry welcoming next 10 years of golden period

I found the part about 40-180nm segment really interesting.
Includes CIS, BCD, TDDI/DDIC, MCU & other special process. Expecting 2.9% CAGR over next 10 years. So still a very large segment

for CIS, current production is not keeping up with long term CIS demand from phone & cars
For LCD, phone & car screen use 55 to 90nm chip process. China's world's largest LCD porducer, so want to achieve full domestic supply chain here with domestic fabless and such

on how to overcome foreign IDMs. He says to focus on analog device performance & HV devices. Must promote domestic equipment & material usage

So clear goal here to fully localize domestic supply chain for 40 to 180nm segment

also says that sub 10nm segment is growing the fastest and will reach 30% of industry by 2024
10-40nm will be shrinking.

I'm not sure I agree with this, I think 28nm will remain important

daifo said:

Interesting read This lady is not as optimistic as Gina R. She see the tide receding and the tsunami of Chinese chips...

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Simultaneously complain that China exports too much while arguing to cut off your exports to China.

Hadoren said:

To be frank it still is hopium. Two years later, and there's still almost nothing. Just some experimental papers and an experimental facility under construction.

If you really believe this magical SSMB EUV will be mass-producing 5nm chips in 2024 or 2025 - I have some Tejas stealth jet fighters to sell you.

By the way, according to this thread 28nm DUV was supposed to be here this year. Where is it?

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What do you expect, the facility for SSMB is not done. When it is you will see more papers coming out.

tphuang said:

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article here from a presentation on China's IC industry welcoming next 10 years of golden period

I found the part about 40-180nm segment really interesting.
Includes CIS, BCD, TDDI/DDIC, MCU & other special process. Expecting 2.9% CAGR over next 10 years. So still a very large segment

for CIS, current production is not keeping up with long term CIS demand from phone & cars
For LCD, phone & car screen use 55 to 90nm chip process. China's world's largest LCD porducer, so want to achieve full domestic supply chain here with domestic fabless and such

on how to overcome foreign IDMs. He says to focus on analog device performance & HV devices. Must promote domestic equipment & material usage

So clear goal here to fully localize domestic supply chain for 40 to 180nm segment

also says that sub 10nm segment is growing the fastest and will reach 30% of industry by 2024
10-40nm will be shrinking.

I'm not sure I agree with this, I think 28nm will remain important

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At very least, it seems the bit on the sub 10 nm segment speaks of confidence in capacity expansion. 30% does seem very high, though.

Xuantian Technology's annual production capacity of 300 units of precision semiconductor packaging equipment construction project starts​

On September 22, the commencement, completion and commissioning of major projects of the 2023 China Pinghu Watermelon Lantern Cultural Festival were held in various towns and streets. At the site, a total of 52 projects were started, completed and put into production, with a total investment of 20.262 billion yuan. Among them, 31 projects have been started, 12 have been completed, and 9 have been put into production.

According to Pinghu Economic Development, Zhejiang Xuantian Intelligent Technology Co., Ltd. held a groundbreaking ceremony on site for a construction project with an annual output of 300 units of precision semiconductor packaging equipment.

The project is invested and established by Shanghai Xuantian Industrial Equipment Co., Ltd. (referred to as "Xuantian Technology"), with a total investment of 300 million yuan and a land area of 32.83 acres. It will build a R&D and production base with an annual production capacity of 300 units of precision semiconductor packaging equipment. , will serve as the production and R&D headquarters of Shanghai Xuantian Industrial Equipment Co., Ltd. in the Yangtze River Delta region in the future. The project is scheduled to be completed in April 2025, and the annual output value will exceed 600 million yuan after reaching capacity.

It is reported that Xuantian Technology was founded in 2007 and focuses on creating overall solutions for intelligent manufacturing combining software and hardware, including top-level planning, design and implementation of digital factories, industrial software, standard and non-standard customized intelligent equipment, based on a large number of independently developed domestic high-end products Equipment and self-developed industrial software, Xuantian Technology has provided complete solutions including intelligent manufacturing and intelligent warehousing and logistics for enterprises in the fields of semiconductor wafer and packaging and testing, micro assembly/electrical assembly/final assembly, automotive electronics/3C electronics, etc. Independent and controllable customized solutions. CRRC, China Electronics Technology Group, Aerospace Science and Industry Corporation, Siemens, Schneider, BYD, etc. are all its representative customers.

daifo said:

Interesting read This lady is not as optimistic as Gina R. She see the tide receding and the tsunami of Chinese chips...

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They are still acting like they were benevolent gods. “Symbolic gesture” and “see the light” of trying to send China back to the Stone Age.

Placing telecom giant Huawei and other Chinese tech companies like SMIC on the U.S. Entity List was a “symbolic gesture” that failed, Nikakhtar said. The more recent U.S. export controls announced in October 2022 have “gaps,” she added.

Nikakhtar said that when she was with the DoC, there was a “desperation” to preserve a narrative that China was going to reform and if the U.S. exported more to China, the two nations would be more integrated, and China would “see the light of day.”

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tphuang said:

on how to overcome foreign IDMs. He says to focus on analog device performance & HV devices. Must promote domestic equipment & material usage
So clear goal here to fully localize domestic supply chain for 40 to 180nm segment
also says that sub 10nm segment is growing the fastest and will reach 30% of industry by 2024
10-40nm will be shrinking.
I'm not sure I agree with this, I think 28nm will remain important

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If you look at the Chinese tool chain, there is a major push into getting 28nm production ready. The only thing missing is the immersion lithography machine from SMEE. But we should expect to see that over the next couple of years. In comparison there is no such push for tools for older nodes. And we see little sales even for KrF litho tools. Which makes me think they are not up to par in terms of performance vs ASML and the like.

Heidemann high-end equipment industrial park project starts construction in Qingdao, focusing on AI, high-end equipment manufacturing, etc.​

Qingdao Heidemann Optoelectronics Technology Co., Ltd.’s high-end equipment industrial park project started laying the foundation stone in Qingdao High-tech Zone.

The Heidemann High-end Equipment Industrial Park project has a total investment of 312 million yuan and covers an area of 52 acres. It will focus on artificial intelligence, high-end equipment manufacturing and other fields, and build a production format integrating R&D office, assembly testing, pilot incubation, and intelligent manufacturing deep processing. , it is expected to achieve annual operating income of more than 720 million yuan after reaching production capacity.

According to Qingdao High-tech News, Han Shouxin, deputy director of the Standing Committee of the Qingdao Municipal People's Congress, said that high-end equipment manufacturing is an important support for industrial upgrading and technological innovation. As a key project in Qingdao, it is hoped that Heidemann High-end Equipment Industrial Park will accelerate project construction in accordance with the "project implementation year" deployment requirements of the municipal party committee and municipal government, maintain the introduction of high-quality projects, and strive for project construction to achieve results as soon as possible.

ASML maintains campus recruitment pace in China, shows its unwillingness to lose market share

ASML started its 2024 campus recruitment program in China on Tuesday

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The company said it plans to hire some 200 professionals this year, roughly the same as last year, indicating steady growth in its Chinese business.

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In 2000, the Dutch giant that makes lithography machines established ASML China and built its first office in the country. After 23 years of development, the company now has more than 1,600 employees and 16 offices in China.

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