InSemiconductor industryMedium,7nmTechnology used to be an important process, accounting for most of TSMC's revenue. However, over time, people gradually found out7nmIt's not a panacea. On the contrary, the low-end market is more matureChipsThe demand continues to rise, especially the efforts of Chinese manufacturers to 28nm process, which has led to a significant increase in mature production capacity and is expected to become the world's No. 1. This article will be matureChipsand high-endChipsThe difference between Chinese manufacturers and interprets the importance and prospect of Chinese manufacturers to develop the 28nm process.
withConsumer electronicsThe trend of the popularization of equipment, rightChipsdemand is rising. on the marketConsumer electronicsThe equipment often uses high-end processesChips, such as:7nm, 5nm, and soon 3nm. This gives the impression of being high-endChipsBetter performance and lower power consumption. However, for everyday applications, the low-to-mid rangeChipsThe performance is more than enough to meet the demand. In fact, high-endChipsExcess performance doesn't lead to a noticeable user experience. Therefore,ChipsThe higher the performance, the better, at onceConsumer electronicsReduced demand, ultra-high-endChipsIt will also face the dilemma of declining demand.
with the high-endChipsCompared, matureChipshas its own unique advantages. MatureChipsIt has been proven in the market and has stable and reliable performance. WhateverConsumer electronicsHow the demand is reduced, maturedChipsIt is still in a fixed range of applications. Therefore, Chinese manufacturers have made efforts to increase the 28nm process and increase production capacity, which has become one of the key measures to meet market demand. According to the InternationalSemiconductor industryThe Association's WorldWafersFactory ** Report", expected to 2024, Chinese mainland monthlyWafersProduction capacity will increase by 13% to account for 39% of global production capacity. This ** further shows that Chinese mainland is inSemiconductor industryrise and growth.
Chinese manufacturers such asSMICHuahong Groupand Hefei crystal integration and so on are expansion matureChipsThe most aggressive vendors. EspeciallySMIC, they are building four 12-inchWafersDesigned to meet 28nm to 180nm processesChipsproduction needs. The project of these four factoriesInvestmentsThe amount reached 170 billion yuan. This also confirms the support for the 28nm process on the marketChipsDemand remains high.
One might ask, since most of the production capacity is concentrated at 28nm, then7nmIs there no one who wants the process?The answer is not absolute. Although7nmDemand for the process has declined, but not without interest. Take TSMC as an example, they are:7nmA 5% to 10% reduction in the process has already been seen. In the past,7nmIt used to be TSMC's most profitable business, but it was due toQualcomm, Nvidia,MediaTekand other customers have reduced the pair7nmProcessChipsdemand, TSMC's7nmCapacity utilization continued to decline, and sales were forced to reduce prices. In comparison, TSMC's 3nmChipsIt seems to be more popular with the market. According to the news, TSMC's 3nm capacity utilization rate will reach 80%, whileQualcommMediaTekand other major customers have already seized 3nm in 2024ChipsCapacity. This seems to indicateChipsThe demand is shifting to more advanced processes. In fact, the market demand in the future is likely to be more diversified, including the need for maturityChipsand the dual pursuit of the ultimate performance experience.
With the expansion of domestic manufacturers on the 28nm process and the worldWafersWith the increase in production capacity, there will be a large number of 28nm process in the marketChipsProducts. This will result in a significant reduction in the 28nm process and make it one of the most common processes on the market, with the same broad applicability as the current 28nm process. SmartTVSmartwatches, smart household appliances and other daily application products will be able to upgrade to higher technologyChips, so as to bring a better experience to consumers.
GloballyChipsIn the competition of the industry, Chinese mainland is showing strong development potential. With Chinese mainlandWafersThe continuous increase in production capacity will help to meet the needs of domestic and foreign marketsWafersand boost Chinese mainland in the worldSemiconductor industrycompetitiveness. Or in the future, Chinese mainland manufacturers will break through7nmThe process will be mass-produced, and the ** of this process will not only be greatly reduced, but will also become the most common in the marketChipsOne of the processes, which also has a wide range of applicability. This will be smartTVSmartwatches, smart home appliances, etcConsumer electronicsInject new vitality into the product and create a better product experience for users.
In short, matureChipsand high-endChipsEach has its own strengths, withConsumer electronicsneeds are closely related. MatureChipsIt is favored for its stable performance and wide range of applications, and high-endChipsIt has made a significant breakthrough in performance, but also faces the challenge of declining market demand. Chinese mainland manufacturers have made efforts to develop 28nm process, and mature production capacity has increased significantly, which also shows that China is inSemiconductorsThe rise of the industry and the enhancement of competitiveness. In the future, with the advancement of technology and the change of market demand,ChipsThe industry will usher in more changes and development potential. As a participant, we should continue to pay attention to industry dynamics, and actively explore and adapt to market changesSemiconductor industrycontribute to the development of their own strength.