The project of Anysville Silicon Industrial Base, with an investment of 100 billion yuan, is mainly engaged in the research and development and production of 12 inch electronic-grade silicon polishing wafers and epitaxial wafers. Products are widely used in electronic communication, automobile manufacturing, artificial intelligence, consumer electronics and other fields. This project is one of the only three large-scale silicon wafer production projects in China that have passed the "window guidance" evaluation of the National Development and Reform Commission and the Ministry of Industry and Information Technology. After the project is completed, it will effectively enhance the international competitiveness of Shaanxi Xi semiconductor industry and fill the domestic gap.
In addition to this project, Shanghai Silicon Industry Group Co., Ltd. (hereinafter referred to as "Shanghai Silicon Industry Group") also announced its expansion plan. On May 25th, Shanghai Xinsheng, a subsidiary of Hu Si Silicon Industry Group, will invest 65.438+55 billion yuan, together with other funders such as the second phase of Big Fund, to invest 6.79 billion yuan to build a 65.438+02-inch high-end silicon wafer expansion project with 300,000 integrated circuits in Shanghai Lingang.
At present, nearly 90% of the global silicon wafer market is dominated by five major suppliers, such as Shinetsu Chemical, Sumco, Globalwafers, Siltronic and SK Siltron. ICVIEWS understands that due to the relatively low self-sufficiency rate, although China is the largest exporter of silicon wafers, it has been heavily dependent on foreign imports, especially 12 inch products.
However, after two China manufacturers commercialize their new 12-inch silicon wafer production capacity, China's silicon wafer supply will be accelerated on the road of self-sufficiency, helping domestic 12-inch wafer factories to ensure supply and improve their competitiveness. ICVIEWS understands that another major foundry, Hua Hong Semiconductor and IDM's China Resources Microelectronics and Hanglansi Microelectronics, is also accelerating the construction of a new wafer factory to produce 12 inch wafers.
According to the statistics of market researchers, by 2026, as many as 203 12 inch fabs will be put into operation in the world.
SMIC, the largest wafer foundry in China, is building three 12 inch wafer factories in Beijing, Shanghai and Shenzhen, with a total cost of12 billion yuan. It is understood that the Shenzhen factory will start trial operation in February 20021and 65438+,and it is planned to achieve mass production by the end of 2022.
In 2022, the global foundry capacity will increase by about 14% every year.
According to the data of IC Insights, from 2009 to 20 19, a total of 100 wafer foundries were closed in the world, including 24 8-inch wafer foundries, accounting for 24%, and 42 6-inch wafer foundries, accounting for 42%.
At present, the 8-inch wafer production equipment mainly comes from the second-hand market, which is expensive and few in quantity, such as etching machine, mask aligner and measuring equipment. The scarcity of equipment also restricts the release of 8-inch wafer capacity. 8-inch wafers usually correspond to processes above 90nm, and the production capacity of power devices, CIS, PMIC, RF, fingerprint chips and NOR Flash products produced under these processes is obviously limited. With the shrinking process, the tolerance of chip manufacturing process to the defect density and size of silicon wafer is also decreasing. Because the edge of silicon wafer is uneven and there are a lot of defects, the middle part can actually be used when making devices with silicon wafer. Due to the reduction of edge chips, the yield of products using 12 inch wafers will increase.
Because it is uneconomical to expand the 8-inch capacity, and the growth rate is much lower than the overall industry average, the 8-inch capacity will increase by about 6% every year, while the 12-inch capacity will increase by 18% every year. In 2022, most wafer foundries will focus on the wafer production capacity of 65,438+02 inches, and the main driving forces for expansion will come from TSMC, UMC, SMIC and Hua Hong Li Hong and Xinxin of Hua Hong Group. According to the global demand forecast data of 12 inch wafers released by SUMCO, the global demand for 12 inch wafers will reach 7.2 million wafers per year in 2002 and 965,438+10,000 wafers per month in 2025.
The construction of China 12 inch silicon wafer factory is in full swing, which reflects the development of domestic semiconductor manufacturing industry. According to data compiled by Bloomberg, among the 20 fastest growing chip companies in the world in the past four quarters, an average of 19 companies came from Chinese mainland. In contrast, there were only eight companies in the same period last year.
According to a new report, in the first quarter of this year, three Chinese mainland chip manufacturers accounted for more than 65,438+00% of the global foundry revenue for the first time.
Among them, China Semiconductor Manufacturing International Company ranked fifth in the global wafer foundry revenue 10 in the quarter of 1-3, with a market share of 5.6%. Hua Hong Group, another major semiconductor manufacturer based in China, ranked sixth with a market share of 3.2%. Crystal and Semiconductor, located in Hefei, Anhui Province, ranked ninth with a market share of 1.4%.