Since the Huawei Entity List incident in 2019, independent control of core technologies has become common knowledge. From the upstream semiconductor materials and equipment to the midstream design, manufacturing and packaging and testing fields, they have become the targets of policy and capital cultivation and support.
The "Several Policies to Promote the High-Quality Development of the Integrated Circuit Industry and Software Industry in the New Era" issued by the State Council in 2020 pointed out that China's chip self-sufficiency rate will reach 70% in 2025. However, my country's semiconductor self-sufficiency rate is currently only 36%, there is still a long way to go.
Based on the analysis of research reports from various institutions, the major leaders in the domestic semiconductor industry can be sorted out:
{1}Shanghai Silicon Industry: Domestic semiconductor silicon wafer leader
The company's main business is the R&D, production and sales of semiconductor silicon wafers. It is one of the largest and most technologically advanced semiconductor silicon wafer manufacturing enterprises in mainland my country. It is also the first in mainland my country to realize SOI silicon wafers and 300mm silicon wafers. A company that sells on a large scale. The company has many well-known customers at home and abroad, including TSMC, UMC, GlobalFoundries, STMicroelectronics, Towerjazz and other international chip manufacturers, as well as SMIC, Huahong Grace, Huali Microelectronics, Yangtze Memory, Wuhan Xinxin, All major domestic chip manufacturing companies, such as Changxin Memory and China Resources Micro, have customers in North America, Europe, China, and other Asian countries or regions.
{2}Nanda Optoelectronics: The leader in domestically produced photoresist alternatives
The current domestic self-sufficiency rate for semiconductor photoresists is extremely low, and the supply side is basically monopolized by Japanese and American companies. The top five cities in the industry The share reached 87%. Among them, the self-sufficiency rate of g-line/i-line photoresist is about 20%, and the self-sufficiency rate of KrF photoresist is less than 5%. ArF photoresist is completely dependent on imports, which poses a "stuck neck" risk to my country's chip manufacturing. After passing the 50nm flash memory platform certification in December last year, the company recently obtained the 55nm logic circuit platform certification again, becoming the first domestic ArF photoresist to pass product verification in China, breaking the situation where domestic advanced photoresists are controlled by others. The company has currently completed the construction of two photoresist production lines, and it is expected that the annual photoresist production capacity will reach 25 tons in the future (dry type 5 tons and immersed type 20 tons).
{3} Walter Gas: Domestic leading enterprise of special gases
As a leading enterprise of domestic special gases, the company has achieved high-purity carbon tetrafluoride and high-purity hexafluoroethane. , high-purity octafluorocyclobutane, high-purity trifluoromethane, dilute mixed photolithography gas and other domestic substitutes for more than 20 products. In the field of integrated circuits, the company's coverage of 8-inch chip manufacturers has reached more than 80%. In 2020, it has basically covered domestic 12-inch chip manufacturers. At the same time, many products have achieved batch processing of 14-nanometer advanced processes, among which high-end Pure trifluoromethane products have entered TSMC's 7nm process supply chain system, and some fluorocarbon products have entered the most advanced 5nm process production line.
{4}Anji Technology: Domestic leading polishing slurry company
The company’s main products are chemical mechanical polishing slurries and photoresist removers, which are used in integrated circuit manufacturing and are the leading polishing slurry companies in China. A leading liquid company, its main customers include SMIC, Yangtze Memory, TSMC, UMC, etc.
{5}Dinglong Co., Ltd.: The supplier with the most complete domestic polishing pad products and technology layout
The company has passed the full process verification of 28nm products and obtained orders, and the market layout has been formed It has established a complete sales chain system in the north (Beijing, Tianjin) - Wuhan - Hefei - Shanghai (Wuxi) - Chongqing (Chengdu) - Guangdong - Xiamen. At present, the company's CMP polishing pads have fully entered the supply chain system of domestic mainstream wafer fabs. Model coverage is close to 100%. Benefiting from the company's advantages in technology and market layout, polishing pad products began to steadily increase in volume with multiple customers in 2021, and the market share continued to expand.
{6}Jiangfeng Electronics: The leader in domestic sputtering targets
The company is the largest domestic manufacturer of high-purity sputtering targets for semiconductor chips. The company's main products are various high-purity sputtering targets, including aluminum targets, titanium targets, tantalum targets, tungsten-titanium targets, etc. These products are mainly used in physical vapor deposition in the manufacture of very large-scale integrated circuit chips, liquid crystal panels, and thin-film solar cells. (PVD) process, used to prepare electronic thin film materials. Currently, the company's products are mainly used in semiconductors, flat panel displays, solar cells and other fields.
In the field of high-purity metal targets for very large scale integrated circuits, the company has successfully broken the monopoly of American and Japanese multinational companies and filled the gap in the domestic electronic materials industry. The company has gradually established a good brand image as a professional manufacturer of high-quality, high-purity sputtering targets.
{7}Kangqiang Electronics: Domestic leader in semiconductor packaging materials
The company is mainly engaged in the semiconductor packaging materials industry. The company is the largest lead frame manufacturer in my country, with 32 high-precision automatic high-speed punching machines and 17 high-speed fully automatic selective continuous plating production lines for lead frames. It has been ranked among domestic peers in terms of lead frame output, sales and market share for many consecutive years. In the forefront.
{8}North Huachuang: The leader in domestic semiconductor equipment
The company has many products such as silicon etching machines, metal etching machines, PVD/CVD/ALD, oxidation diffusion furnaces, Cleaning machines all have the ability to replace 28nm domestically produced ones. The main etching machines and thin film deposition equipment (PVD, CVD) account for nearly half of the overall market size of semiconductor equipment, and have strong core competitiveness. In recent years, the company's many products have been continuously introduced into the production lines of multiple wafer fabs, and its market share is expected to continue to increase.
{9}SMIC: Mainland China’s leading wafer foundry company
The company is the wafer foundry manufacturer with the most advanced technology and the largest production capacity in mainland China. In the field of technology, the company is the first to achieve mass production of 14nm FinFET in mainland China, representing the most advanced manufacturing level of domestically produced integrated circuits, and has unique processes such as 24nm NAND and 40nm CIS. In terms of production capacity, the company currently has three 8-inch wafer and four 12-inch wafer production bases, with a total production capacity of more than 500,000 wafers per month.
{10}Changdian Technology: The leader in domestic semiconductor packaging and testing
The company can provide customers with full-process technical solutions from design simulation to mid- and back-end packaging and testing, and system-level packaging and testing. program, has become the largest packaging and testing company in China and the third largest in the world.
{11} GigaDevice Innovation: Dual Leaders in Storage & MCU
As one of the world’s leading NOR Flash companies, the company’s market share has ranked third in the world. As the market space and market share increase simultaneously, the company's NOR Flash sales will still have a lot of room for improvement in the future.
As the leading company in the domestic MCU market, the company sold nearly 200 million units in 2020. The company's performance in 2021 will be accompanied by the rapid increase in industrial control and other fields, ushering in a period of rapid development.
{12}Jing Jiawei: Leader in GPU localization
The company’s graphic display and radar products are mainly used in military equipment, occupying the majority of the market share in the domestic airborne graphic display field. GPU chip products are expanding from military to Xinchuang and civilian markets.
{13}Shengbang Co., Ltd.: leader in analog circuit chips
As a leading domestic analog IC company, the company has achieved sustained and rapid development by continuing to increase investment in research and development. The company is committed to the R&D, design and sales of high-quality, high-performance analog chips. Its main business covers the two fields of signal chain and power management. So far, it has more than 1,600 products on sale in 25 categories, including consumer electronics, communication equipment, and industrial control. , medical equipment, automotive electronics and other fields.
{14}Star Semiconductor: IGBT leader
The company is deeply engaged in the research and development and sales of IGBT modules. As a leader in the domestic IGBT industry, it not only has advanced module design and manufacturing technology , also has the ability to independently develop and design IGBT chips and fast recovery diode chips. In the global market share ranking of IGBT module suppliers, the company ranks 7th and 1st among Chinese companies. It is the only Chinese company among the top ten in the world and has a significant market advantage.
[Warm Reminder]
The opinions stated in this article are integrated and sorted out from major research reports. They are for reference only. Investment returns are not promised and no investment basis is provided. Investors should make their own decisions and Invest at your own risk.