In the chip industry, EDA/IP, semiconductor equipment, semiconductor materials, is an upstream industry.Like chip design, manufacturing, and seal testing are in the middle reaches, and the application of the chip is downstream.
The upstream determines the midstream, and the middle reaches determines the downstream. After all, there is no EDA/IP, no materials, equipment, and the chip can not be rubbed by hand.
and EDA/IP, semiconductor materials, semiconductor equipment, are almost monopolized by the United States, Japan, and the Netherlands, and Japan and the Netherlands are largely listened to the United States. This is also this is also this.The United States has always been unique on the chip.
The United States suppress the Chinese chip industry. The main restrictions are semiconductor equipment.From the perspective of the United States, as long as there is no device, what to use to produce chips?
The equipment is mainly the three countries in Japan, the Netherlands, and the United States.
As shown in the figure below, this is the global semiconductor equipment in 2023. It can reach the top 5 companies, all of which are the three manufacturers of the United States, Japan, and He.Rapid.
In fact, not just the top 5, the top 10 are all manufacturers of beauty, Japanese, and loads.Everyone understands the ranking of the top 10 semiconductor equipment manufacturers in the first half of 2022.
The above figure clearly shows that of the top 10 companies, the United States accounts for 4, Japan accounts for 4These 10 major companies took more than 95%of the share, leaving the share of less than 5%.
As for Chinese semiconductor equipment companies, it is completely unable to rank, the share can be ignored, and there are almost no wafer factories, using Chinese semiconductor equipment enterprises.
However, by 2024, the situation is completely different.According to the data of the first quarter of 2024, the most bullish semiconductor equipment manufacturer in China, North Huacchuang, has ranked seventh in the world in terms of revenue.
Not only that, the institution believes that with the high speed of the northern Huachuang, from 2024, Northern Huading is expected to rank 6th, second only to application materials, ASML, ASML, Tokyo Electronics, Panlin, Ke Lei.
Of course, it is really difficult to enter the top 5, becauseCompared with the Northern Huacchuang, revenue is still very different, and it takes longer to catch up.
But it is undeniable that semiconductor equipment that was once considered to be the beauty, Japanese, and load monopoly of the copper wall and iron wall has been torn out by Chinese companies.
and Northern Huachuang, it is the most complete domestic product line covering the company. Specific products cover the film deposition equipment (PVD+CVD+ALD), etching machine, oxide furnace, retreatMost of the core equipment such as stoves, MFC, and cleaning machines, with the development of the Chinese chip industry, the future prospects are not limited.
It is estimated that the United States will never expect it. I thought that the semiconductor equipment was stuck in the Chinese chip industry without rice. I never thought that Chinas own companies had risen.
