The domestic semiconductor equipment market is beginning to take shape!

On July 20, a message came from Qingdao that Foxconn's semiconductor packaging and testing plant ushered in the first domestic packaging and testing lithography machine. Although there is only a process of 65nm, this is a breakthrough and a leap from scratch. In addition, some media disclosed that domestic cleaning equipment has also been moved into production workshops such as SMIC and Huahong, with a 28nm process. Of course, there have been breakthroughs in polishing equipment and ion implantation machines. What about lithography machines?
At present, the key equipment for core making is in the possession of the Netherlands, but SMIC began to place orders in 2018. Everyone knows the final outcome. Recently, the media broke the news that Meimei wants to put pressure again to restrict exports to China. What should we do? It can only be researched by itself. However, at present, Shanghai microelectronics can only produce 90nm lithography machines. The 28nm lithography machines that have been passed on may be delivered this year. However, this is just the beginning. However, under the initial scale of the domestic semiconductor market, ASML seems to have predicted for a long time!
About to exceed $100 billion!
Last year, the number of integrated circuits we imported basically exceeded that of oil, so such demand and such a market are still rare. It was revealed not long ago that China produced 30.6 billion chips in June this year and 171.2 billion integrated circuits in the first six months. Do you think it's a lot? However, we also imported more than 51.9 billion semiconductors during this period, which shows at least two problems: first, our self-sufficiency rate is not very high, and second, our market demand is very strong.
Some media broke the news that 16 wafer factories will be added in China in the next two years, not to mention the production line. In this way, semiconductor equipment has become a just need, or even an urgent need.
According to relevant data, the current domestic semiconductor equipment market is as high as US $95.3 billion, and will exceed US $100 billion next year. Such a market, such a "big cake", which enterprise is not excited?
Among these exciting enterprises, ASML should be the most special. Why do you say that?
The first is the market. Last year, even the immersive DUV lithography machine earned as much as 18 billion yuan in China. A few days ago, ASML just released the financial report of the second quarter of this year. From it, we can see that 11 lithographies have been sold in the Chinese market in the first half of this year, but this is basically a DUV lithography machine. What about an EUV lithography machine with more than 100 million dollars? This revenue should not be doubled?
The second is helplessness. In the face of such a market and such demand, ASML is naturally excited, but the United States blocks it, which also restricts exports. ASML can only be in a "wait-and-see" state!
As we said earlier, due to various restrictions, China has also begun to engage in self-research, from the national level to local support, and even some enterprises have begun to enter the semiconductor market across fields. Since the Chinese Academy of Sciences said that they would enter the field of lithography last year, China has made frequent breakthroughs in this field!
For example, the new particle accelerator light source discovered by Tsinghua at the beginning of this year has the characteristics of narrow bandwidth and high repetition frequency, or it is better than the light source solution previously adopted in the Netherlands. Of course, recently, there have been breakthroughs in two-piece workbench, lithography machine lens and so on. It can be said that domestic lithography machines are more and more promising!
Perhaps it is in this case that ASML has felt the pressure. After all, if there is a breakthrough in lithography in China, ASML needs to make some hard efforts to obtain the domestic market in the future, and may not have an advantage in price. For example, the Chinese Academy of Sciences and Shanghai microelectronics have begun to make efforts one after another and gradually achieved results.
Therefore, we can see that since last year, it has repeatedly shown goodwill to the Chinese market, and even said that it will accelerate the layout of the Chinese market and help some enterprises improve their production lines.
The domestic semiconductor equipment market has begun to take shape, and more and more enterprises have joined in. Shanghai takes 3nm R & D, etching, polishing, cleaning and other equipment as the goal. I believe it will not take long to establish a good ecological environment!