Etching plant recruitment

Since Huawei is completely banned from supplying goods, there is no need to publicize its fatigue. I believe many people can see it.

But who can be sure that this is a complete disaster?

As the ultimate goal of the United States surfaced, more and more enterprises clearly realized the importance of "independence" and quickly joined the domestic industrial chain.

1.On April 29th, Guo Ketianji New Materials Co., Ltd. delivered the photoresist to Binzhou Production Park.

R&D and photoresist production are important achievements of "Industry-University-Research Zheng Rong" new science and technology ecology jointly constructed by University of Chinese Academy of Sciences, Binzhou Municipal People's Government, Shandong Weiqiao Venture Group and CITIC Trust.

Since 20 19, the R&D team has established a production park in Binzhou. After the project is put into production, it will be mainly used for the production of R&D and photoresist, the core material of the chip.

Second, Zibo Xinhenghui Electronics broke the monopoly and realized completely autonomous and controllable mass production of "high-precision etched metal lead frame".

May 3, Qilu. Com reports:

According to the general manager of Zibo Xinhenghui Electronics Company:

2065438+July 2009, Zibo Xinhenghui Electronics invested 60 million yuan, and recruited more than 20 top chip packaging experts from home and abroad for independent research and development.

After repeated experiments, proofreading and modification, a brand-new production scheme that subverts the traditional production technology has entered the production workshop from the enterprise laboratory.

At the same time, Huang Wei, general manager of the company, said:

At present, the whole production line equipment of the enterprise has been completely localized, and the supply of raw materials has replaced domestic ones. Enterprises will further increase investment to make the production capacity reach 654.38+0 billion pieces.

To say that Huawei has changed after being banned, it can really be said that the disadvantages outweigh the advantages.

Smartphones completely fell out of the top five; 5G orders were refused; Spray everywhere. ......

But in contrast, the domestic industrial chain has undergone earth-shaking changes.

In the past, even if domestic equipment was ready for testing, few manufacturers were willing to give this opportunity. Now these local fabs, such as SMIC, Changjiang Warehouse, Hefei Changxin, etc., will give some opportunities to domestic equipment. It provides a verification test platform and import substitution opportunities for domestic equipment.

Because of this, the localization of equipment is the same day by day, and a breakthrough has been made in stages.

Take Zibo Xinhenghui Electronics as an example:

When the production process has achieved a certain degree of breakthrough, new problems will inevitably appear. The raw material copper and key equipment for producing high-precision etched metal lead frames will still be "stuck" by foreign enterprises.

Zibo Xin Henghui has set up a joint research and development project of upstream and downstream related enterprises in the United Nations, which was difficult to do before.

The fundamental reason for the change of attitude of domestic manufacturers is that the United States cut off Huawei's supply for no reason, making manufacturers further aware of the importance of autonomy.

CCTV Caijing recently reported an electronic technology enterprise in Shenzhen:

Since last year, with the accelerated development of the domestic 5G industry, the company's products have also ushered in a wave of orders.

The person in charge predicted that the overall orders of their enterprises will increase by more than 70% this year, all of which benefited from the rapid shipment of 5G mobile phones. Their original production line, like LTCC, has been expanded from 12 to 20.

It is estimated that 202 1 will double again in the second half of the year.

At present, the effect of domestic substitution of electronic components has appeared, and more related enterprises will get more and more opportunities.

Although domestic enterprises have got the opportunity to show in a certain range, they still face three problems that cannot be ignored.

1. Overall, domestic equipment manufacturers are currently in the second echelon in the world. In the semiconductor industry of "one generation of technology, one generation of equipment, one generation of products", it is difficult to ensure that R&D technology can keep up with the speed of the wafer factory.

Second, the fault tolerance rate of equipment is still inferior to that of foreign manufacturers. The rate of return of equipment has nothing to do with price to a great extent, but depends on its maturity. All fabs are more willing to purchase products with high yield, even if the price is higher.

Third, the cooperation in the semiconductor industry is not as simple as playing house, but seeking long-term cooperative relations. Wafer manufacturers would rather choose companies with high prices but high survival rates than face precarious suppliers. Otherwise, once the supplier has problems, the wafer factory will also face passivity.

In a short time, companies such as Huawei have indeed been hit hard. However, from the perspective of industrial chain, American sanctions have stimulated and stimulated the blood and passion of domestic substitution in the domestic semiconductor industry.

The attitudes of domestic terminals and major manufacturers have changed significantly, and a large number of enterprises will continue to benefit from the domestic substitution trend in the future.

Of course, many people on the Internet are too obsessed with "mask aligner". In fact, there are still many links to be solved. The whole process can't be done by shouting a few words, and there is indeed a way to go in the future.

Finally, share a famous saying:

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