but not least china R&D is financed in biggest part by government
News on China's scientific and technological development.
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I think this is putting the cart before the horse. Currently china's big issue is that she cannot produce all the chips she needs to drive the economy. China relies on the west and its allies for those chips, they are a resource like oil. Previously there was a article put on the semiconductor forum which showed that the west wanted to keep semiconductor manufacturing tech away form China so in the future China has to bend to the West's will to access high end chips. That's leverage against China.
China's goal right now is to be self sufficient, not dominated global market. Being self sufficient first then think about geopolitics and then dominate. Huawei was successful in China with their Telecom equipment before becoming a global force. But their weakness is they cannot produce their own chips, so now the fear is they won't be able to complete 5G rollout in China, which I suspect is another factor behjnd the ban. China may have to rely on Ericsson or Nokia to finish the roll out, in which case the west would have leverage over China. If they were able to produce their own chips, then they can completely dominate domestic market and still compete internationally even in the west i figure. You gotta be strong at home first, then spread internationally
Its safe to say that the SMIC had master the 7nm that is due this year using the current ASML DUV machine, it also means that the transition from using the SMEE 28nm lithographic will be smooth since both are comparable. As mention by Superdog, It all depend on how the user skillfully handle the device.
From cnTechPost
SMIC Chairman: Procurement of EUV lithography progressing normally
2020-07-06 17:03:01 GMT+8 | cnTechPost
1
SMIC's current projects do not require EUV lithography at the moment, said Zhou Zixue, Chairman of China's biggest foundry Semiconductor Manufacturing International Corporation (SMIC).
On the morning of July 6, SMIC held an initial public offering (IPO) investor conference, where Zhou answered questions.
Zhou added that he would not comment on the purchase of a single device in accordance with relevant commercial agreements.
Lithography is the core of chip manufacturing, and is the equipment required for ultraviolet exposure.
It works in a similar way to film photo processing, which also determines the chip process.
In 2006, lithography manufacturer ASML introduced the EUV photolithography model, with input from Intel, Samsung Electronics and TSMC in the development process.
ASML results show that a total of 26 sets of EUV lithography machines were delivered in 2019, bringing it 2.789 billion euros revenue, accounting for 31% of the year.
That the price is so high still triggers a scramble for semiconductors because EUV lithography is needed for 7nm and more advanced processes.
Samsung Electronics and TSMC are already using them for chip production, and Intel plans to use the lithography machine as well.
In early 2018, ASML entered into a purchase order with SMIC for EUV lithography, worth about $120 million, originally Deliveries were expected in late 2019.
However, deliveries were not made because the Dutch government did not issue a new export license to ASML.
In the wake of the novel coronavirus outbreak, ASML said lithography manufacturing was unaffected and there was no change in demand, but supply chain constraints led to delivery delays.
ASML mentions the impact on customers in Wuhan, although SMIC is not directly named, but it has a 12-inch wafer fab in Wuhan and SMIC is the only company in China that has placed orders.
It's worth noting that SMIC has disclosed that the first generation of 14nm FinFET technology has entered mass production, while the second generation has entered mass production in the second generation. Continuous customer introduction.
For the follow up, SMIC joint CEO Meng Song Liang has revealed that in the current environment, N+1 and N+2 generation processes will not be With the EUV process, the post-N+2 process will not shift to EUV lithography until the equipment is ready.
However, there is general industry consensus that advanced processes after N+2 must rely on EUV lithography for implementation.
The company did not have a direct answer as to the timeline for subsequent advanced process entry.
SMIC Chief Financial Officer and Executive Vice President Gao Yonggang said that the specific R&D progress will be disclosed in real time based on the actual situation.
In the first quarter of 2020, 14nm contributed 1.3% of SMIC's revenue.
From cnTechPost
SMIC Chairman: Procurement of EUV lithography progressing normally
2020-07-06 17:03:01 GMT+8 | cnTechPost
1
SMIC's current projects do not require EUV lithography at the moment, said Zhou Zixue, Chairman of China's biggest foundry Semiconductor Manufacturing International Corporation (SMIC).
On the morning of July 6, SMIC held an initial public offering (IPO) investor conference, where Zhou answered questions.
Zhou added that he would not comment on the purchase of a single device in accordance with relevant commercial agreements.
Lithography is the core of chip manufacturing, and is the equipment required for ultraviolet exposure.
It works in a similar way to film photo processing, which also determines the chip process.
In 2006, lithography manufacturer ASML introduced the EUV photolithography model, with input from Intel, Samsung Electronics and TSMC in the development process.
ASML results show that a total of 26 sets of EUV lithography machines were delivered in 2019, bringing it 2.789 billion euros revenue, accounting for 31% of the year.
That the price is so high still triggers a scramble for semiconductors because EUV lithography is needed for 7nm and more advanced processes.
Samsung Electronics and TSMC are already using them for chip production, and Intel plans to use the lithography machine as well.
In early 2018, ASML entered into a purchase order with SMIC for EUV lithography, worth about $120 million, originally Deliveries were expected in late 2019.
However, deliveries were not made because the Dutch government did not issue a new export license to ASML.
In the wake of the novel coronavirus outbreak, ASML said lithography manufacturing was unaffected and there was no change in demand, but supply chain constraints led to delivery delays.
ASML mentions the impact on customers in Wuhan, although SMIC is not directly named, but it has a 12-inch wafer fab in Wuhan and SMIC is the only company in China that has placed orders.
It's worth noting that SMIC has disclosed that the first generation of 14nm FinFET technology has entered mass production, while the second generation has entered mass production in the second generation. Continuous customer introduction.
For the follow up, SMIC joint CEO Meng Song Liang has revealed that in the current environment, N+1 and N+2 generation processes will not be With the EUV process, the post-N+2 process will not shift to EUV lithography until the equipment is ready.
However, there is general industry consensus that advanced processes after N+2 must rely on EUV lithography for implementation.
The company did not have a direct answer as to the timeline for subsequent advanced process entry.
SMIC Chief Financial Officer and Executive Vice President Gao Yonggang said that the specific R&D progress will be disclosed in real time based on the actual situation.
In the first quarter of 2020, 14nm contributed 1.3% of SMIC's revenue.
China should restrict the export of precious raw materials and save them for itself. This is another way of neutralizing any unreasonable sanctions.
We are fifth place for now
, a long way to go, SMIC had also plan for both 5nm & 3nm, need to work hard and do more R&D. With the level of Govt and private sector financial support (SMEE need to step up your EUV development) , within 5 years hopefully 3rd place is with in reach. jia you!!! GO GO GO!!! SMIC
from cnTechPost
SMIC ranks 5th in Q2 global foundry market share
2020-07-06 18:54:04 GMT+8 | cnTechPost
1
In the second quarter of this year, TSMC held 51.5% of the global foundry market share, topping the list, according to TrendForce.
Samsung ranks second, with a share of 18.8%. The third and fourth places are Global Foundries and UMC.
Semiconductor Manufacturing International Corporation (SMIC), China's biggest foundry, ranks fifth.
TSMC and Samsung are the only companies that have mass-produced 7nm and are putting 5nm into production.
The Apple A14 Bionic processor is being manufactured at TSMC's Tainan plant, which started construction in 2018, and is expected to be the world's first large-scale The mass-produced 5nm mobile processor can integrate up to 15 billion transistors inside, 76% more than the A13's 8.5 billion.
If nothing else, TSMC's 3nm will be available in 2022, and it could be the curtain-raiser for FinFETs.
7nm can hold 96.5 million transistors per square millimeter, 5nm expands to 170 million, and 3nm will reach 300 million of them Size.
, a long way to go, SMIC had also plan for both 5nm & 3nm, need to work hard and do more R&D. With the level of Govt and private sector financial support (SMEE need to step up your EUV development) , within 5 years hopefully 3rd place is with in reach. jia you!!! GO GO GO!!! SMICfrom cnTechPost
SMIC ranks 5th in Q2 global foundry market share
2020-07-06 18:54:04 GMT+8 | cnTechPost
1
In the second quarter of this year, TSMC held 51.5% of the global foundry market share, topping the list, according to TrendForce.
Samsung ranks second, with a share of 18.8%. The third and fourth places are Global Foundries and UMC.
Semiconductor Manufacturing International Corporation (SMIC), China's biggest foundry, ranks fifth.
TSMC and Samsung are the only companies that have mass-produced 7nm and are putting 5nm into production.
The Apple A14 Bionic processor is being manufactured at TSMC's Tainan plant, which started construction in 2018, and is expected to be the world's first large-scale The mass-produced 5nm mobile processor can integrate up to 15 billion transistors inside, 76% more than the A13's 8.5 billion.
If nothing else, TSMC's 3nm will be available in 2022, and it could be the curtain-raiser for FinFETs.
7nm can hold 96.5 million transistors per square millimeter, 5nm expands to 170 million, and 3nm will reach 300 million of them Size.
Skywatcher
Captain
Interesting, N2 doesn't need EUV either.Its safe to say that the SMIC had master the 7nm that is due this year using the current ASML DUV machine, it also means that the transition from using the SMEE 28nm lithographic will be smooth since both are comparable. As mention by Superdog, It all depend on how the user skillfully handle the device.
From cnTechPost
SMIC Chairman: Procurement of EUV lithography progressing normally
2020-07-06 17:03:01 GMT+8 | cnTechPost
1
SMIC's current projects do not require EUV lithography at the moment, said Zhou Zixue, Chairman of China's biggest foundry Semiconductor Manufacturing International Corporation (SMIC).
On the morning of July 6, SMIC held an initial public offering (IPO) investor conference, where Zhou answered questions.
Zhou added that he would not comment on the purchase of a single device in accordance with relevant commercial agreements.
Lithography is the core of chip manufacturing, and is the equipment required for ultraviolet exposure.
It works in a similar way to film photo processing, which also determines the chip process.
In 2006, lithography manufacturer ASML introduced the EUV photolithography model, with input from Intel, Samsung Electronics and TSMC in the development process.
ASML results show that a total of 26 sets of EUV lithography machines were delivered in 2019, bringing it 2.789 billion euros revenue, accounting for 31% of the year.
That the price is so high still triggers a scramble for semiconductors because EUV lithography is needed for 7nm and more advanced processes.
Samsung Electronics and TSMC are already using them for chip production, and Intel plans to use the lithography machine as well.
In early 2018, ASML entered into a purchase order with SMIC for EUV lithography, worth about $120 million, originally Deliveries were expected in late 2019.
However, deliveries were not made because the Dutch government did not issue a new export license to ASML.
In the wake of the novel coronavirus outbreak, ASML said lithography manufacturing was unaffected and there was no change in demand, but supply chain constraints led to delivery delays.
ASML mentions the impact on customers in Wuhan, although SMIC is not directly named, but it has a 12-inch wafer fab in Wuhan and SMIC is the only company in China that has placed orders.
It's worth noting that SMIC has disclosed that the first generation of 14nm FinFET technology has entered mass production, while the second generation has entered mass production in the second generation. Continuous customer introduction.
For the follow up, SMIC joint CEO Meng Song Liang has revealed that in the current environment, N+1 and N+2 generation processes will not be With the EUV process, the post-N+2 process will not shift to EUV lithography until the equipment is ready.
However, there is general industry consensus that advanced processes after N+2 must rely on EUV lithography for implementation.
The company did not have a direct answer as to the timeline for subsequent advanced process entry.
SMIC Chief Financial Officer and Executive Vice President Gao Yonggang said that the specific R&D progress will be disclosed in real time based on the actual situation.
In the first quarter of 2020, 14nm contributed 1.3% of SMIC's revenue.
A question to Skywatcher, I never had thought that 5G base station used 7nm chips, ZTE is able to develop one and able to gain a lot of market share, I hope Huawei chip stock is enough until SMIC can able to produce in scale.
from cnTechPost
Huawei, ZTE hold 48.9 percent share of 5G telecom equipment market
2020-07-06 22:22:19 GMT+8 | cnTechPost
0
Huawei ranked first in the 5G telecom equipment market in Q1 with a 35.7% market share, well ahead of the second place holder Ericsson's 24.6%.
The third to fifth places were Nokia (15.8 percent), ZTE (13.2 percent) and Samsung (9.3 percent), respectively.
Compared to Q4 2019 figures, Huawei's market share grew by 0.4 percentage points and Ericsson's by 0.8 percentage points. Nokia slipped by 4.5 percentage points, ZTE grew by 3 percentage points and Samsung slipped by 1.2 percentage points.
According to Dell'Oro Group's previously published Q4 2018 to Q4 2019 5G telecoms data, even against the backdrop of US sanctions, Chinese telecom equipment manufacturer Huawei's market share still maintained its steady growth and managed to overtake Samsung for the top spot in the second quarter of last year.
According to data revealed in February this year by Huawei's Managing Director and President of Carrier BG, Ding Yun, as of then, Huawei had gained 91 5G commercial contract, 5G Massive MIMO AAU (Active Antenna) Unit) module shipped more than 600,000 units worldwide.
Another Chinese major telecom equipment maker, ZTE, also performed well.
While ZTE had almost zero market share in 5G telecom equipment at the time of the first quarter of 2019, since the second quarter of 2019 it began to see rapid growth.
In the third quarter of 2019, ZTE even exploded to get 9.7% of the market share, and in the following two quarters it also kept Continued rapid growth.
By the time of the first quarter of this year, it had taken ZTE, which started from zero, just one year to overtake Samsung, which had first-mover advantage, to take the 13.2% market share, ranking fourth.
According to Dell'Oro Group data, ZTE's 5G base station shipments started in Q2 2019 .
And according to previous data released by ZTE, as of September 2019, ZTE has won 35 commercial 5G contracts around the world. 5G cooperation with more than 60 operators around the world, and more than 50,000 5G base stations have been shipped globally.
By the end of 2019, ZTE has shipped more than 100,000 5G base stations.
It's worth mentioning that the 5G base stations currently shipped in large numbers are powered by ZTE's self-developed 7nm 5G base station chips.
In July last year, ZTE executive director and president Xu Ziyang said in a media interview that in terms of 5G base station chips, ZTE 7nm process (base station) chips have been designed and mass produced, while 5nm process 5G chips are being developed.
The latest information also shows that ZTE's 5nm base station chips are also in the technology introduction stage and are expected to be mass-produced commercially next year. And this is expected to further boost ZTE's continued market share growth in 5G telecom equipment.
In addition, Huawei and ZTE's 5G telecom market share continued to grow thanks to the acceleration of China's 5G investment and construction.
On June 6 this year, at the first anniversary of 5G licensing online summit, the Ministry of Industry and Information Technology (MIIT) released data showing that on the first anniversary of the commercialization of 5G China's basic telecom companies are building more than 250,000 5G base stations.
By the end of this year, China is expected to build more than 600,000 5G base stations, covering cities above the prefecture level nationwide.
from cnTechPost
Huawei, ZTE hold 48.9 percent share of 5G telecom equipment market
2020-07-06 22:22:19 GMT+8 | cnTechPost
0
Huawei ranked first in the 5G telecom equipment market in Q1 with a 35.7% market share, well ahead of the second place holder Ericsson's 24.6%.
The third to fifth places were Nokia (15.8 percent), ZTE (13.2 percent) and Samsung (9.3 percent), respectively.
Compared to Q4 2019 figures, Huawei's market share grew by 0.4 percentage points and Ericsson's by 0.8 percentage points. Nokia slipped by 4.5 percentage points, ZTE grew by 3 percentage points and Samsung slipped by 1.2 percentage points.
According to Dell'Oro Group's previously published Q4 2018 to Q4 2019 5G telecoms data, even against the backdrop of US sanctions, Chinese telecom equipment manufacturer Huawei's market share still maintained its steady growth and managed to overtake Samsung for the top spot in the second quarter of last year.
According to data revealed in February this year by Huawei's Managing Director and President of Carrier BG, Ding Yun, as of then, Huawei had gained 91 5G commercial contract, 5G Massive MIMO AAU (Active Antenna) Unit) module shipped more than 600,000 units worldwide.
Another Chinese major telecom equipment maker, ZTE, also performed well.
While ZTE had almost zero market share in 5G telecom equipment at the time of the first quarter of 2019, since the second quarter of 2019 it began to see rapid growth.
In the third quarter of 2019, ZTE even exploded to get 9.7% of the market share, and in the following two quarters it also kept Continued rapid growth.
By the time of the first quarter of this year, it had taken ZTE, which started from zero, just one year to overtake Samsung, which had first-mover advantage, to take the 13.2% market share, ranking fourth.
According to Dell'Oro Group data, ZTE's 5G base station shipments started in Q2 2019 .
And according to previous data released by ZTE, as of September 2019, ZTE has won 35 commercial 5G contracts around the world. 5G cooperation with more than 60 operators around the world, and more than 50,000 5G base stations have been shipped globally.
By the end of 2019, ZTE has shipped more than 100,000 5G base stations.
It's worth mentioning that the 5G base stations currently shipped in large numbers are powered by ZTE's self-developed 7nm 5G base station chips.
In July last year, ZTE executive director and president Xu Ziyang said in a media interview that in terms of 5G base station chips, ZTE 7nm process (base station) chips have been designed and mass produced, while 5nm process 5G chips are being developed.
The latest information also shows that ZTE's 5nm base station chips are also in the technology introduction stage and are expected to be mass-produced commercially next year. And this is expected to further boost ZTE's continued market share growth in 5G telecom equipment.
In addition, Huawei and ZTE's 5G telecom market share continued to grow thanks to the acceleration of China's 5G investment and construction.
On June 6 this year, at the first anniversary of 5G licensing online summit, the Ministry of Industry and Information Technology (MIIT) released data showing that on the first anniversary of the commercialization of 5G China's basic telecom companies are building more than 250,000 5G base stations.
By the end of this year, China is expected to build more than 600,000 5G base stations, covering cities above the prefecture level nationwide.
Does that mean there will be 600,000 5G stations in China, or that they're building 600,000 5G stations this year?A question to Skywatcher, I never had thought that 5G base station used 7nm chips, ZTE is able to develop one and able to gain a lot of market share, I hope Huawei chip stock is enough until SMIC can able to produce in scale.
from cnTechPost
Huawei, ZTE hold 48.9 percent share of 5G telecom equipment market
2020-07-06 22:22:19 GMT+8 | cnTechPost
0
Huawei ranked first in the 5G telecom equipment market in Q1 with a 35.7% market share, well ahead of the second place holder Ericsson's 24.6%.
The third to fifth places were Nokia (15.8 percent), ZTE (13.2 percent) and Samsung (9.3 percent), respectively.
Compared to Q4 2019 figures, Huawei's market share grew by 0.4 percentage points and Ericsson's by 0.8 percentage points. Nokia slipped by 4.5 percentage points, ZTE grew by 3 percentage points and Samsung slipped by 1.2 percentage points.
According to Dell'Oro Group's previously published Q4 2018 to Q4 2019 5G telecoms data, even against the backdrop of US sanctions, Chinese telecom equipment manufacturer Huawei's market share still maintained its steady growth and managed to overtake Samsung for the top spot in the second quarter of last year.
According to data revealed in February this year by Huawei's Managing Director and President of Carrier BG, Ding Yun, as of then, Huawei had gained 91 5G commercial contract, 5G Massive MIMO AAU (Active Antenna) Unit) module shipped more than 600,000 units worldwide.
Another Chinese major telecom equipment maker, ZTE, also performed well.
While ZTE had almost zero market share in 5G telecom equipment at the time of the first quarter of 2019, since the second quarter of 2019 it began to see rapid growth.
In the third quarter of 2019, ZTE even exploded to get 9.7% of the market share, and in the following two quarters it also kept Continued rapid growth.
By the time of the first quarter of this year, it had taken ZTE, which started from zero, just one year to overtake Samsung, which had first-mover advantage, to take the 13.2% market share, ranking fourth.
According to Dell'Oro Group data, ZTE's 5G base station shipments started in Q2 2019 .
And according to previous data released by ZTE, as of September 2019, ZTE has won 35 commercial 5G contracts around the world. 5G cooperation with more than 60 operators around the world, and more than 50,000 5G base stations have been shipped globally.
By the end of 2019, ZTE has shipped more than 100,000 5G base stations.
It's worth mentioning that the 5G base stations currently shipped in large numbers are powered by ZTE's self-developed 7nm 5G base station chips.
In July last year, ZTE executive director and president Xu Ziyang said in a media interview that in terms of 5G base station chips, ZTE 7nm process (base station) chips have been designed and mass produced, while 5nm process 5G chips are being developed.
The latest information also shows that ZTE's 5nm base station chips are also in the technology introduction stage and are expected to be mass-produced commercially next year. And this is expected to further boost ZTE's continued market share growth in 5G telecom equipment.
In addition, Huawei and ZTE's 5G telecom market share continued to grow thanks to the acceleration of China's 5G investment and construction.
On June 6 this year, at the first anniversary of 5G licensing online summit, the Ministry of Industry and Information Technology (MIIT) released data showing that on the first anniversary of the commercialization of 5G China's basic telecom companies are building more than 250,000 5G base stations.
By the end of this year, China is expected to build more than 600,000 5G base stations, covering cities above the prefecture level nationwide.