As we all know, in the chip industry, semiconductor equipment, semiconductor materials, EDA, IP, etc. belong to the upstream industry, while design and manufacturing belong to the midstream industry, and packaging and testing belong to the downstream industry. The upstream industry often restricts the midstream and downstream, so the design and manufacturing of the chip industry is constrained by semiconductor equipment, materials, EDA, IP, etc.
In the field of semiconductor equipment, the United States, Japan and Europe have always occupied a dominant position, and their equipment has almost monopolized 90% of the global market share. China's chip manufacturing industry has long relied on importing these equipment from the United States, Japan, Europe and other countries, such as Applied Materials and Kelei in the United States, Tokyo Electron in Japan, ASML in Europe, etc., these leading companies have been indispensable supporters of China's chip industry.
However, in order to restrict the development of China's chip industry, the United States has joined forces with Japan and the Netherlands to restrict China and not allow advanced semiconductor equipment to be exported to China. This means that China's chip manufacturing industry will face blockade in the fields of 14nm, NAND flash at 128 layers, and DRAM at 18nm, and must find ways to solve the problem of semiconductor equipment independently.
Recently, the exciting news came out that one of China's most powerful semiconductor equipment manufacturers, NAURA Huachuang, has achieved great success in 2023 and successfully entered the global TOP10. According to the performance forecast, NAURA expects full-year revenue in 2023 to reach 2097~231.0 billion yuan, a year-on-year increase of 4277%~57.27%。Net profit is expected to reach 361~41.500 million yuan, a year-on-year increase of 5344%~76.39%。
Ranking of TOP10 chip equipment manufacturers.
From the perspective of the ranking of global semiconductor equipment manufacturers, NAURA will become the only TOP10 company in Chinese mainland on the list, successfully breaking the market monopoly of American, Japanese and European manufacturers for many years. In the past, the TOP10 was basically monopolized by American, Japanese and European manufacturers, and Chinese mainland companies could hardly enter the list.
NAURA Group's main business and achievements.
NAURA is mainly engaged in plasma etching machines, PVD, CVD, ALD, furnace tubes and cleaning equipment. From the perspective of accuracy, some equipment has reached the level of 10nm and 7nm, and a large number of equipment is at the level of advanced technology such as 14nm.
This shows that as long as Chinese companies seriously invest in research and development, they can also achieve excellent results in the field of semiconductor equipment. The success of NAURA has set an example for other companies, and it is hoped that more companies can continue to make breakthroughs and innovations like NAURA and promote the independent development of China's chip industry equipment, so as to get rid of the dilemma of limitations.
The inevitable trend of independent development of China's chip industry.
China's chip industry is facing huge opportunities and challenges. Despite the restrictions imposed by the United States, Japan and Europe, Chinese companies have begun to break the international monopoly and achieve a breakthrough in the global top 10 through unremitting efforts. With the continuous advancement of scientific and technological innovation, China's chip industry is expected to reach a higher level in the field of equipment manufacturing.
The emergence of Chinese chip equipment manufacturer NAURA has successfully entered the global TOP10, injecting new vitality into the independent development of China's chip industry. This is also an important achievement of China's scientific and technological innovation and independent research and development. Looking ahead, we are confident that we will see more Chinese companies emerge in the chip industry and contribute to the rise of China's science and technology.