Wu Hua pointed out that at present, the self-made rate of semiconductor equipment in China is still relatively low. According to the report data of SIA (American Semiconductor Industry Association), the self-made rate of semiconductor equipment in China was only 14% in 2017 and 20% in 2018. However, the demand for domestic semiconductor equipment continues to increase, and the domestic demand is about 2 billion US dollars per year.

 

However, it is worth affirming that under the market pull and policy support, China's integrated circuit industry has developed rapidly, the overall strength has been significantly improved, the gap between the design and manufacturing capacity of integrated circuits and the international advanced level has been continuously narrowed, the packaging and testing technology has gradually approached the international advanced level, some domestic key equipment have been adopted by domestic and foreign production lines, and a number of international ones have emerged Competitive backbone enterprises, industrial agglomeration effect is increasingly obvious.

 

At the same time, the report points out that the development of domestic equipment is driven by both external environment and domestic demand.

 

The driving force of external environment mainly comes from three aspects: the first is the leading of international leading technology. Looking at the whole situation, the domestic semiconductor equipment started late. It has been walking on the road of our predecessors. The journey is constantly absorbing the essence of the wisdom of our predecessors. There are many leading technologies abroad for reference and learning. We also have advanced development software and tools to make use of it. Through digestion and absorption, coupled with the wisdom of the Chinese people, we have made good progress in the development of domestic equipment. Research and development conditions.

 

Second, demand driven by emerging fields. The demand of automotive electronics, Internet of things, AI and 5g greatly drives the demand of semiconductor market. The development of domestic equipment has a broad market prospect, and the localization of parts also has a broad prospect.

 

The third is the impact of Sino US trade war and export control. Due to the influence of technical restrictions in the United States and the epidemic situation at home and abroad, the industry is more worried about the import of equipment.

 

In terms of domestic factors, first, thanks to the capacity expansion of the wafer plant, domestic equipment has been greatly developed. In 2019, the capacity of semiconductor front-end Fabs will increase to 16% of global semiconductor fab capacity and reach 20% in 2020. With the boom of the Fab, Chinese mainland has jumped to the second largest market in the world. The demand for sealing test market in Chinese mainland is also growing rapidly, which brings huge market to semiconductor equipment.

 

Second, China's semiconductor industry chain is increasingly improving. China's semiconductor industry chain is becoming more and more perfect, and the industrial ecosystem has gradually taken shape. At present, the industrial chain of vertical division of labor in China has taken shape, and the upstream, middle and lower reaches of the industry have been opened up.

 

Third, the state has increased policy support. At present, the self-sufficiency rate of China's semiconductor industry is 20%, and the goal is to reach 50% by 2050.

 

In addition, domestic equipment manufacturers have many advantages: low R & D costs, manufacturing costs and technical support costs; they can provide more timely and cost-effective on-site technical support in China; R & D personnel have a better understanding of domestic customer needs and provide customized services; national preferential support; the domestic integrated circuit market demand is large, and the integrated circuit equipment market space is broad.

 

At the same time, we should also realize that domestic equipment is also facing challenges such as the use of equipment and the improvement of technical requirements. For this reason, Wu Hua put forward some development suggestions: pay attention to the consistency, stability and reliability of the equipment; develop and manufacture equipment with corresponding specifications for products of different types or technical requirements; closely combine the design and development of equipment with application and process; adopt modularization in the design of equipment, with optional and upgradable functions; independent innovation, mastering core technology and unique characteristics.

 

Finally, he stressed that China's semiconductor equipment industry needs to develop through independent innovation, which is a relatively difficult process, but only independent innovation is feasible! He believed that in the future, more domestic science and technology enterprises will overcome difficulties, embark on the road of independent innovation, and strive to achieve independent and controllable development in the field of equipment manufacturing.