The crisis of domestic semiconductor equipment, the success or failure of cross-border machine building
As we all know, semiconductor devices are a vital part of the production of integrated circuits, and now, the integrated circuit industry is setting off a wave of "cross-border machine manufacturing". So, is this boundary-crossing machine a success or a failure?
First of all, we will start with the current situation of semiconductor device manufacturers in China. In recent years, there have been more than 200 semiconductor device manufacturers in China, which is quite a considerable number. According to the data of the China Electronic Special Equipment Industry Federation, the sales volume of the domestic semiconductor equipment market in 2022 will reach 59.3 billion, compared with 38.6 billion yuan in 2021**536%, of which 38.6 billion in the same period last year was the highest. Among these enterprises, the 10 largest domestic manufacturers achieved a total sales of 43.8 billion yuan, accounting for 73% of the total revenue of 77 enterprises9%。The above figures fully illustrate the development of domestic IC devices.
But behind this thriving scene, there are also many problems. There are three major problems in domestic semiconductor devices: first, the equipment system is not perfect;Second, the existing production conditions cannot meet the needs of special technology;Third, the equipment and technology that can meet the needs of production, but there are still problems of instability and unreliability in some important technologies. Li Jinxiang said that in order to completely eliminate the above problems, it is necessary to increase the cooperation between equipment manufacturers and chip manufacturers in order to promote the development of the entire industry.
In addition, Professor Yin Zhiyao also pointed out that it is necessary to avoid involution and achieve a win-win situation. He pointed out that there is a certain degree of competition in high-tech industries, but it is necessary to be fair and reasonable, orderly and orderly, and avoid vicious infighting. Therefore, he called on major semiconductor device manufacturers to strengthen cooperation and promote the development of the entire industry.
Zhao Jinrong also focused on the win-win situation for both sides here. He said that in the current increasingly complex international situation, Chinese chip companies should establish self-confidence, dare to open up, and create a win-win situation, only in this way can China's chip industry have a more brilliant tomorrow.
At the same time, Li Jinxiang also put forward several views on China's semiconductor device industry. He feels that there is a reason why the number of products that are difficult to produce is scarce, which makes domestic equipment manufacturers reluctant to get involved in the industry. However, Li Jinxiang also pointed out that the current equipment sold by peers is sold in sets, which is a huge danger for the domestic equipment industry. So, he proposes to do it for large devices, even those that are difficult and few in number.
So, what kind of effect will this wave of "cross-border manufacturing" boom have?
With the development of technology, more companies have crossed the industry and entered the semiconductor device industry. Although there are excellent companies among them, most of them have big shortcomings in technology and talent. It is precisely because of the above defects that China's textile and garment enterprises have encountered many problems and challenges in the process of research and development and production. On the other hand, the characteristics of semiconductor devices themselves determine the difficulty of their application in the industry. To succeed in this industry, it is necessary to have a strong technical force, a talent pool and a large number of work experience.
However, when it comes to foreign-owned companies, don't expect too much. However, due to changes in the global economic environment and the escalating economic and trade relations between China and the United States, the technical assistance and cooperation carried out by foreign-funded enterprises in China will inevitably face a certain degree of constraints. At the same time, in order to win the advantage of the market, foreign-funded enterprises are also continuously enhancing their research and development capabilities.
Therefore, we must have full trust in local enterprises and believe that they will achieve greater development and breakthroughs in the industry. However, we must also be soberly aware that China's scientific and technological level is still far behind the world's advanced level. In order to shorten the distance between China and the developed countries, it is necessary to enhance China's scientific and technological strength, intensify the development of human resources, intensify the training of scientific and technological personnel, and accelerate the pace of scientific and technological progressCooperation and exchanges with foreign companies;And strengthened the implementation and implementation of various measures such as the improvement of after-sales service. Only in this way can our core competitiveness occupy a place in the world.