Introduction: WithChipsThe continuous advancement of manufacturing technology is currently the most advancedChipsThe process has reached 3nm, but the breakthrough from 5nm to 3nm is not an easy task. The process took up to three years and was costlyTSMCElectricity andSamsungMore than $30 billion was spent, totaling more than $400 billionRMB。However, even after the success of the 3nm process, it will take longer and higher to move further into the 2nm spaceInvestments。SuchInvestmentsIs the return worth it?According to reports, it is expectedTSMCIt will take at least 5 years for electricity to recoup all its costs and become truly profitable on the 3nm process. And once these 5 years have passed, the 2nm process will undoubtedly become a new hot topic. Overall, matureChipsManufacturing processes are reluctant to stay outside of advanced processes, which in turn value only the most advanced technologies. This means those "intermediate processes", such as:7nm, after achieving 3nm, will face a drying up of orders. With the continuous advancement of technology,InvestmentsThe return ratio is no longer proportional and may even be in a state of loss. Therefore, when moving towards a more advanced 2nm or 1nm processInvestmentsThe difficulty of the payoff will increase even furtherFabsThere will also be a growing reluctance to get involved. However, this pairChinese chipsIt's actually advantageous for the industry because it gives us time to catch up. It's like being on a runwayTSMCElectricitySamsungWhen the company started first, it made rapid progress at the beginning, but as the difficulty increased, they would not be able to move sooner or later, and we followed, although we started a little late, but we caught up very quickly, and the gap with them gradually narrowed. So it's not self-soothing or hypnosis, it's the fact that it doesn't take too long for us to succeed and catch up. This background and details are described in detail below.
Moving from 5nm to 3nm is not only a technological breakthrough, but also a huge challenge. This process takes a lot of time and money. In order to achieve this,TSMCElectricity andSamsungMore than 30 billion US dollars have been invested, totaling more than 400 billion yuanRMB。In the case of this high-cost investment, the more advanced the process, the relationship between the benefit and the input will become more and more disproportionate, and even the loss of money may even be lost. For example, a further leap into the 2nm process in 5 years will take longer and higherInvestmentsto pay for itself.
However, even if the 3nm process is implemented, there is another problem: a decrease in orders. MatureChipsThe manufacturing process is rarely used in a more backward way7nmtechnology, and advanced technology is often only valued for the most advanced technology. As a result, processes like 3nm may face a drying up of orders once a new process breaks through. This means that even if a lot of money is invested in 3nm, if there are not enough orders, cost recovery will become extremely difficult.
Although there are many challenges to the next stage of process development, it is important for:Chinese chipsAs far as the industry is concerned, this is actually an opportunity. Compared toTSMCElectricity andSamsungand other international giants,Chinese chipsThe industry started late, but we're catching up quickly. Like runners on a track, we started out late and were far from the leaders, but as time went on, we followed and maybe even overtook them. This is a huge potential and room for development.
Chinese chipsThe industry has come a long way in the last few years. We have not only achieved great success in the domestic market, but also have begun to make a name for ourselves in the international market. FaceChipsWith the progress of the manufacturing process, we have more time to catch up. We can learn from and learn from the lessons of others to be more efficient andEconomyway of development, and reduce on the old craftInvestments。By strengthening our collaboration with research institutes and universities, we can drive innovation and technological advancement faster to meet market demands.
Chinese chipsThe industry has gained significant momentum over the past few years. According to relevant data, in 2019Chinese chipsMarket sizereached 198.8 billion yuanRMB, a year-on-year increase of 17%. At the same time, China'sChipsR&D and manufacturing technologies are also improving. Due toChipsIn the importance of modern society, China also attaches great importance to and invests a lot of resources to improve the countryChipsCompetitiveness of the industry.
China inChipsThe development of the field is mainly concentrated in two aspects: one is to strengthen the independent research and development capabilities, and the other is to promote the comprehensive development of the industrial chain. Through independent research and development,Chinese chipsEnterprises have made important breakthroughs, especially in the middle and low endChipsThe field has a certain competitive advantage. At the same time, China is still pushingChipsThe comprehensive development of the industrial chain, including constructionFabsand packaging and testing plants and other important links to achieveChipsFrom design to manufacturingThe whole industry chainClosed loop
Summary: InChipsOn the road to the development of manufacturing technology, although the breakthrough from 5nm to 3nm brings huge challenges, it is still forChinese chipsThis is still an opportunity for the industry. Through active R&D investment and cooperation,Chinese chipsBusinesses have begun to catch up with international giants. We have plenty of time to catch up and overtake other countries and make it happenChipsThe all-round development of the industry. With the continuous improvement of technology and industrial chain, I believeChinese chipsThe industry is bound to be more successful.