Monthly tracking of the trend of domestic substitution of semiconductor equipment: August production line bidding continued to grow month-on-month, and domestically produced bids won steady breakthroughs
There were a total of 500 tenders in August, mainly from Huahong, Jita, and Yuexin. The bidding equipment mainly included diffusion, probe stations, measurement equipment and other categories. In August 2023, the wafer production lines in the statistical sample generated a total of 500 tenders. Mainly bidding for production lines such as Hua Hong Semiconductor, Jita Semiconductor, and Yuexin Semiconductor. The bidding equipment mainly includes diffusion, probe stations, and measurement equipment, mainly bidding for Huahong Semiconductor and Yandong Microelectronics. In addition, infrastructure projects are mainly bidding for Yuexin Semiconductor, SMIC, and Jita Semiconductor. From January to August 2023, there were a total of 969 tenders for wafer production lines in the statistical sample. Among them, Hua Hong Semiconductor, Jita Semiconductor, and SMIC ranked among the top three in terms of tender volume. Overall, the equipment bidding focuses on diffusion, etching, and probe station equipment.
A total of 44 bids were won in August, mostly for diffusion, etching, and oxidation equipment. The overall winning proportion of domestic equipment was about 55%, and the proportion of domestic winning bids for oxidation, diffusion, and etching equipment was significant. In terms of winning bids, in August 2023, a total of 44 pieces of equipment were won on the wafer production lines in the statistical sample, mostly diffusion, etching, and oxidation equipment; the overall winning rate for domestic equipment was about 55%, among which oxidation, diffusion, and etching equipment The proportion of winning bids for domestically produced equipment is significant. From January to August 2023, the wafer production lines in the statistical sample won a total of 270 pieces of equipment, mostly gas-liquid systems, etching, and measurement equipment; the overall winning rate for domestic equipment was about 50%, among which deposition, PECVD, epitaxy , detection, and oxidation equipment have a higher proportion of domestically produced winning bids.
Domestic semiconductor equipment manufacturers in the August statistical sample won a total of 24 pieces of equipment, with Northern Huachuang and China Microelectronics winning the main bids. The winning rate in the corresponding process links was 60%. In August 2023, domestic semiconductor equipment manufacturers in the statistical sample won bids for a total of 24 pieces of equipment, with Northern Huachuang and China Microelectronics as the main winning bidders. The winning rate in the corresponding process links was 60%. Among them, Northern Huachuang won the bid for 22 pieces of equipment, mainly including diffusion, etching, and oxidation equipment. The winning proportions in the corresponding process links were 50%, 44%, and 100% respectively. China Microelectronics won the bid for 2 etching equipment, and the winning rate for the corresponding process links was 13%. From January to August 2023, domestic semiconductor equipment manufacturers in the statistical sample won a total of 96 equipment bids, with Northern Huachuang and Wanye Enterprises leading the way in winning bids. From January to August 2023, the total number of bids won by domestic semiconductor equipment manufacturers in the statistical sample was 41% in the corresponding process links. Among them, Northern Huachuang's epitaxy and oxidation equipment and Tuojing Technology's PECVD equipment are leading in the proportion of winning bids in the corresponding process links.