Chinese semiconductor industry

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Oldschool

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ansy1968 said:
@Oldschool @WTAN @foofy can you give us some info on some of this companies, man by numbers alone it will gives the US some serious headache and that's what we called DETERMINATION.

from CnTechPost

China adds 8,679 new chip-related firms in Q1, up 302% year-on-year​

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April 21, 2021
As the world faces a chip shortage dilemma, Chinese companies seem to see an opportunity.
China added 8,679 new chip-related companies in the first quarter of this year, up 302 percent year-on-year. Among them, 4,047 were registered in March, up 226 percent year-on-year, according to information from data provider Qichacha.
So far, there are 74,100 chip-related enterprises in China, and 22,800 new enterprises were registered in 2020, the data shows.
The number of new chip-related enterprises was 1,272 in 2011, and the number of new ones steadily increased to 7,715 in 2019.
By 2020, the number of chip-related business registrations is a blowout, with 22,800 new companies added throughout the year, an increase of 195%.

Currently, the largest number of chip-related companies is in Guangdong Province, with 25,200. Jiangsu Province is in second place with 10,600.

China adds 8,679 new chip-related firms in Q1, up 302% year-on-year-CnTechPost

China adds 8,679 new chip-related firms in Q1, up 302% year-on-year-CnTechPost
Click to expand...

Most of them are probably fabless gimmicks. Buy $200 pirated US cadence and synopsys softwares at black market and uses some open ips from opencores or got some ips from some companies.
Spend $30k to fab it out And claim their semiconductor companies. make some samples and try get funding from investors.

But only need few of them to be champions.

Also need more equipments related developers.
 
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Oldschool

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China develope EUV from scratch unlike ASML purchased expensive subcomponents everywhere. China first EUV 150 watts prototypes is within $250k budget.

Not sure where is that comment China had to spend hundred of billions on it. Make little sense from ASML engineer.
 
The Observer

The Observer

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voyager1 said:
Quantity is always important to reach a critical mass.

Thats the often used strategy that China is using called "scatter-shot". First they open the field for competition, a lot of.companies are set up and then there is free for all, and then they wait of who will win...

After this cutthroat competition, the best companies will surface and they will get support from the Gov to expand and get "quality"
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So basically China loves their "养蛊" technique? your description of "scatter-shot" really reminds me of the "养蛊" technique.
 
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ansy1968

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Oldschool said:
China develope EUV from scratch unlike ASML purchased expensive subcomponents everywhere. China first EUV 150 watts prototypes is within $250k budget.

Not sure where is that comment China had to spend hundred of billions on it. Make little sense from ASML engineer.
Click to expand...
@Oldschool is based on DPP develop by Harbin Institute of Technology?
 
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foofy

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ansy1968 said:
@Oldschool @WTAN @foofy can you give us some info on some of this companies, man by numbers alone it will gives the US some serious headache and that's what we called DETERMINATION.

from CnTechPost

China adds 8,679 new chip-related firms in Q1, up 302% year-on-year​

Please, Log in or Register to view URLs content!
April 21, 2021
As the world faces a chip shortage dilemma, Chinese companies seem to see an opportunity.
China added 8,679 new chip-related companies in the first quarter of this year, up 302 percent year-on-year. Among them, 4,047 were registered in March, up 226 percent year-on-year, according to information from data provider Qichacha.
So far, there are 74,100 chip-related enterprises in China, and 22,800 new enterprises were registered in 2020, the data shows.
The number of new chip-related enterprises was 1,272 in 2011, and the number of new ones steadily increased to 7,715 in 2019.
By 2020, the number of chip-related business registrations is a blowout, with 22,800 new companies added throughout the year, an increase of 195%.

Currently, the largest number of chip-related companies is in Guangdong Province, with 25,200. Jiangsu Province is in second place with 10,600.

China adds 8,679 new chip-related firms in Q1, up 302% year-on-year-CnTechPost

China adds 8,679 new chip-related firms in Q1, up 302% year-on-year-CnTechPost
Click to expand...
They will have busy years ahead just for import replacement alone.
 
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foofy

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Kazuo Ken said:
But Chinese factories still buy high end machine tool from Japan and Germany. I don't know whether or not Japan and Germany involved in that 5 axis machine tool ban against China. If they involved....

Think about it yourself

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"As the world’s largest machine tool market, the main business revenue of machine tools reached about $106 billion in 2018, with a year-on-year growth of 8.3% from the previous year. According to data from China Customs, imports valued $16.5 billion, up 8.5%, and exports valued $13.6 billion, up 16.8% from 2017. More than half of all high-end CNC machine tools and accessories were imported from Japan and Germany; fewer than 20 Chinese companies can provide medium and high-end CNC machine tools. Local industry experts expect that the demand for metal cutting, forming machine tools, and accessories will face challenges of continued growth in 2019."
Click to expand...
High end cnc is not an issue. Read my post in another thread.
 
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