Chinese semiconductor industry
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I'm actually really curious to read this particular entry because I want to find out what filters they actually saw huawei use.
Mention of LTCC and IPD is interesting.
From here ,
looks like you can use LTCC as housing for BAW filter
As for thin film integrated passive device, have to read up on this a little more. I do know Maxscend produces it.
Looks like LTCC filter do not provide as good filtering as XBAR/BAW filters
Tiantong Ruihong: Deeply explore the field of RF filters and create an internationally leading R&D and manufacturing platform
As a new star in the industry, Tiantong Ruihong Technology Co., Ltd. was established in April 2017. It is a modern and innovative IDM enterprise integrating the design, production and sales of electronic components. It is a national specialization "little giant" , national high-tech enterprise, and one-stop application demonstration enterprise of the Ministry of Industry and Information Technology.
Over the past five years, Tiantong Ruihong has been deeply involved in the RF front-end "track", focusing on the research and development and sales of RF filters and RF front-end modules. It has launched more than 50 RX SAW, duplexer and DiFEM module products, and has successfully entered many domestic markets. In the supply chain of external first-line brands.
In addition, Tiantong Ruihong focuses on independent research and development and the protection of intellectual property rights. It has established multiple R&D platforms such as the National Postdoctoral Research Workstation, Zhejiang High-tech Enterprise Research and Development Center, Jiaxing Key Laboratory, and Jiaxing Enterprise Technology Center, and has cooperated with Zhejiang University, University of Electronic Science and Technology of China, Shanghai Institute of Microsystems and other universities and institutions have established strategic cooperative relationships.
It is worth mentioning that Tiantong Ruihong took the lead in launching the B25+66+70 2016 packaged quad device in China, marking that the company's R&D and manufacturing capabilities have reached a new height. As we all know, the design of multiplexers is difficult, and the B25+66+70 quad-plexer is a more difficult product among multiplexers. Among them, the B25 transceiver interval is only 15M, the crosstalk between channels is serious, and the frequency tolerance range is smaller, making standing waves, isolation, frequency accuracy, processing consistency, long-term reliability and other dimensions facing great challenges.
Through the self-developed design platform, Tiantong Ruihong has achieved a test accuracy of over 90% in board simulation, avoiding repeated iterations and greatly shortening the development cycle; through the optimization of the entire tape-out and packaging process, it has greatly reduced the production frequency deviation and improved product consistency. , and ultimately successfully achieved the set goals.
In the future, Tiantong Ruihong will continue to delve deeply into the field of RF filters for a long time and build an internationally leading R&D and manufacturing platform. The company plans to lead the country in 3 to 5 years and the industry in about 8 years, contributing to the high-quality development of China's semiconductor industry. Add new momentum!
Zhongke Zhongyi's self-developed power gallium nitride on silicon production line is put into operation
Suzhou Zhongke Zhongyi Semiconductor Materials Co., Ltd. (hereinafter referred to as "Zhongke Zhongyi") independently developed a large-size gallium nitride on silicon (GaN-on-Si) epitaxial wafer production line for use in the field of power electronics. It was officially completed and Put into use.
According to reports, the gallium nitride epitaxial wafer produced by Zhongke Zhongyi has a gallium nitride layer thickness of about 5 μm, no cracks on the surface, and a warpage of less than 100 μm. At room temperature, the HEMT structure has a sheet resistance of 465Ω/sq, a two-dimensional electron gas (2DEG) concentration of about 8×1013cm-2, a 2DEG mobility of greater than 2000 cm2/Vs, and intra-chip and inter-chip unevenness of less than 1%, which can meet Development and application requirements of power devices in the field of power electronics.
Zhongke Zhongyi said that its independently developed silicon-based gallium nitride epitaxial wafer production line for power electronics has a gas source pretreatment function, strengthens control of the temperature field and flow field uniformity in the core reaction chamber, and adds a stress warpage model to make it more Suitable for the growth of large-size gallium nitride materials. At the same time, the automated control, monitoring, and analysis platform can quickly optimize the epitaxial wafer growth process and shorten the process adjustment cycle. The compression test and material growth results show that the equipment has good stability and process repeatability.
In 2023, Zhongke Zhongyi established China's first 8-inch silicon-based gallium nitride epitaxial production line produced with localized MOCVD equipment in Wujiang District, Suzhou. The annual production capacity of a single production line reaches 5,000 pieces. After being put into operation, the comprehensive production cost of gallium nitride materials will be reduced by more than 50%, and gallium nitride epitaxial wafer products will be provided to the market to better help power electronic devices achieve high performance, high reliability and low-cost production goals.
Xinyuan Micro (KingSemi): The current gross profit margin level of Qiandao Track products is steadily improving
Xinyuan Micro said in an institutional survey recently that in the first three quarters of 2023, the company's frontline Track has maintained a good momentum of signing orders, among which the introduction of downstream customers of the immersed high-capacity Track is progressing well; offline, I- The technical indicators of more mature machines such as line and KrF continue to improve, and product competitiveness continues to increase; some newly expanded application categories have also been successfully introduced to downstream clients.
It further stated that with the continuous maturity of the company's front-end Track products and the good progress of domestic substitution of parts and the reflection of scale effects, the current gross profit margin level is steadily improving; the overall gross profit margin level of the front-end cleaning products is relatively stable; in In the small-size fields such as back-end advanced packaging and compounds, the company has transplanted the advanced design concepts of front-end machines. The product competitiveness in this segment has been further enhanced, and the gross profit margin level has continued to be good.
At the same time, Xinyuan Micro said in terms of localization substitution that the company's localization substitution of parts and components is currently progressing well. The company has built an orderly, sustainable, healthy and compliant supply chain system around its main business, and continues to reserve core components through rolling pre-investment, strategic reserve and other methods to ensure production needs. At the same time, based on supply chain security considerations, in addition to maintaining good cooperative relations with existing core suppliers, the company is also actively developing and evaluating other qualified suppliers.
In addition, the new higher-capacity physical cleaning product launched by Xinyuan Micro has been sent to the client for verification in the third quarter of this year, and the verification is currently progressing well.
It further stated that with the continuous maturity of the company's front-end Track products and the good progress of domestic substitution of parts and the reflection of scale effects, the current gross profit margin level is steadily improving; the overall gross profit margin level of the front-end cleaning products is relatively stable; in In the small-size fields such as back-end advanced packaging and compounds, the company has transplanted the advanced design concepts of front-end machines. The product competitiveness in this segment has been further enhanced, and the gross profit margin level has continued to be good.
At the same time, Xinyuan Micro said in terms of localization substitution that the company's localization substitution of parts and components is currently progressing well. The company has built an orderly, sustainable, healthy and compliant supply chain system around its main business, and continues to reserve core components through rolling pre-investment, strategic reserve and other methods to ensure production needs. At the same time, based on supply chain security considerations, in addition to maintaining good cooperative relations with existing core suppliers, the company is also actively developing and evaluating other qualified suppliers.
In addition, the new higher-capacity physical cleaning product launched by Xinyuan Micro has been sent to the client for verification in the third quarter of this year, and the verification is currently progressing well.
Invest 1.5 billion! Jisheng Micro Wuhan SiC project officially launched
Shengjisheng (Ningbo) Semiconductor Technology Co., Ltd. invested in and established Jishengwei (Wuhan) New Material Technology Co., Ltd. in Wuhan in March 2023. It is mainly engaged in CVD SiC raw materials and SiC components for semiconductor and pan-semiconductor equipment , ultra-high purity high R &D and manufacturing of precision ceramic materials and components , SiC Epi Wafer , and CVD SiC equipment , committed to promoting the localization of semiconductor equipment and key components. In recent years, Shengjisheng Semiconductor has been committed to promoting the localization of semiconductor equipment and key components, and has delivered a variety of equipment and components to leading domestic customers.
Ceramics are key component materials in key semiconductor equipment such as etching machines, coating and developing machines, photolithography machines, and ion implanters. Its cost accounts for more than 10% of the cost of semiconductor equipment. Among them, silicon carbide ceramics are widely used in process equipment from the front end to the back end of semiconductor manufacturing, such as grinding and polishing suction cups, photolithography suction cups, detection suction cups, precision motion platforms, high-purity silicon carbide components in etching processes, and packaging inspection Precision motion systems and so on in the link play an extremely important role.
Shengjisheng Semiconductor Wuhan Silicon Carbide Project is located in the Economic Development Zone Comprehensive Bonded Area. The first phase of the factory is planned to be 20,000 square meters, and the second phase is planned to be 30 acres of land. The total project investment is about 1.5 billion yuan. At present, Jisheng Micro has completed the development of components and consumables for multiple processes such as etching, diffusion, epitaxy, and rapid heat treatment. Some products have filled domestic gaps and initially have stable production and supply capabilities. Li Shichang, deputy general manager of Shengjisheng Semiconductor and general manager of Jisheng Micro, said that Jisheng Micro will continue to improve product performance and consolidate development and manufacturing capabilities based on customer needs, and contribute to the localization of the supply chain in the semiconductor field.
Jisheng Micro Semiconductor was registered and established in March this year. It is controlled and established by the subsidiary company of Shengjisheng Semiconductor. It is the "grandson company" of Shengjisheng Semiconductor. Its main business includes research and development of new material technology and manufacturing of special equipment for semiconductor devices .
Shengjisheng (Ningbo) Semiconductor Technology Co., Ltd. invested in and established Jishengwei (Wuhan) New Material Technology Co., Ltd. in Wuhan in March 2023. It is mainly engaged in CVD SiC raw materials and SiC components for semiconductor and pan-semiconductor equipment , ultra-high purity high R &D and manufacturing of precision ceramic materials and components , SiC Epi Wafer , and CVD SiC equipment , committed to promoting the localization of semiconductor equipment and key components. In recent years, Shengjisheng Semiconductor has been committed to promoting the localization of semiconductor equipment and key components, and has delivered a variety of equipment and components to leading domestic customers.
Ceramics are key component materials in key semiconductor equipment such as etching machines, coating and developing machines, photolithography machines, and ion implanters. Its cost accounts for more than 10% of the cost of semiconductor equipment. Among them, silicon carbide ceramics are widely used in process equipment from the front end to the back end of semiconductor manufacturing, such as grinding and polishing suction cups, photolithography suction cups, detection suction cups, precision motion platforms, high-purity silicon carbide components in etching processes, and packaging inspection Precision motion systems and so on in the link play an extremely important role.
Shengjisheng Semiconductor Wuhan Silicon Carbide Project is located in the Economic Development Zone Comprehensive Bonded Area. The first phase of the factory is planned to be 20,000 square meters, and the second phase is planned to be 30 acres of land. The total project investment is about 1.5 billion yuan. At present, Jisheng Micro has completed the development of components and consumables for multiple processes such as etching, diffusion, epitaxy, and rapid heat treatment. Some products have filled domestic gaps and initially have stable production and supply capabilities. Li Shichang, deputy general manager of Shengjisheng Semiconductor and general manager of Jisheng Micro, said that Jisheng Micro will continue to improve product performance and consolidate development and manufacturing capabilities based on customer needs, and contribute to the localization of the supply chain in the semiconductor field.
Jisheng Micro Semiconductor was registered and established in March this year. It is controlled and established by the subsidiary company of Shengjisheng Semiconductor. It is the "grandson company" of Shengjisheng Semiconductor. Its main business includes research and development of new material technology and manufacturing of special equipment for semiconductor devices .
Is Huawei's rumoured photonic chip rumoured to be completed in 2026?
Another FAB part supplier in China
Saijin: The only batch delivery FOUP company in mainland China, helping the development of local high-end processes.
Zhejiang Saijin Semiconductor Technology Co., Ltd. was established in January 2022. It is a high-tech company specializing in the design and manufacturing of semiconductor carriers and supporting intelligent equipment. Provide overall solutions for carriers and supporting intelligent equipment for various types of Fab (6-inch line, 8-inch line, 12-inch line), including SMIF POD, FOUP, Cassette, RSP, Smart Tag, E-rack, SMIF, Stocker , EFEM, measuring machines, cleaning machines, etc., have gradually replaced foreign manufacturers in major Fab factories and become the mainstream supplier in the vehicle industry. The company has a registered capital of 26 million, a total headcount of more than 200, and more than 80 R&D personnel. It has a total area of 10,300 square meters, a clean room of more than 2,000 square meters, and has vehicle design and injection molding capabilities, as well as AMC/VOC/particle/ion detection capabilities. , intelligent equipment design, production and debugging capabilities, vehicle assembly & testing & cleaning capabilities.
In terms of 12-inch line product solutions, Saijin Semiconductor took the lead in launching the FOUP, a necessary carrier for the 12-inch wafer production process, which is used as a carrier for the circulation of 12-inch wafers in the foundry. For a long time, the domestic FOUP industry has been mainly monopolized by overseas manufacturers, such as Entegris of the United States and Shin-Etsu of Japan. In the context of friction between China and the United States, product delivery times have been extended to 6 months or even longer, prices have increased, and some have even refused to sell to some 12-inch Fab factories. The behavior of overseas FOUP manufacturers has harmed mainland China's 12-inch wafer factories. Construction poses a great threat.
Relying on more than ten years of accumulation in the semiconductor carrier industry, Saijin Semiconductor has invested a lot of energy in the research and development and manufacturing of FOUP products. In 2021, it will be the first to commercialize FOUP in mainstream Fab factories in batches, making up for the shortcomings of mainland Chinese manufacturers in this segmented industry. Blank solves the problem of customers not being able to use FOUP. As of Q3 2023, Saijin Semiconductor is still the only manufacturer in mainland China that delivers FOUP in batches. Currently, FOUP delivery has exceeded 10K, serving multiple 12-inch Fabs.
On the premise of meeting the requirements of SEMI specifications, Saijin Semiconductor FOUP products directly benchmark against Entegris Spectra-s and Shin-Etsu S281 (EX300) high-end PC FOUPs. Based on the problems encountered by customers during use, targeted improvements are made to the products (such as cracking) , warping, etc.), and has accumulated a number of FOUP patented designs. Saijin Semiconductor is equipped with complete various testing equipment around FOUP products, such as CV9812, three-dimensional, IC, ICP-MS, LPC, tensile testing, air tightness testing, fatigue testing, etc.
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