Homepage > Industrial news > Benefiting from the upsurge of wafer factory expansion and the long-term domestic substitution dividend, the domestic semiconductor industry has a bright future.
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In?order?to?achieve?the?important?strategic?goal?of?high-quality?development?in?China,?the?semiconductor?industry?needs?to?solve?the?"bottleneck"?problem?from?the?source.?The?localization?and?replacement?of?related?equipment?and?materials?in?the?industrial?chain?will?be?the?main?trend?in?the?future.?From?the?perspective?of?the?international?situation,?the?Sino?US?trade?friction?continues,?the?mismatch?between?supply?and?demand?accelerates?the?transfer?and?expansion?of?wafer?factories?to?the?mainland,?and?domestic?manufacturers?will?usher?in?a?good?opportunity?for?development.?With?the?support?of?national?policies,?China's?semiconductor?industry?is?currently?in?a?boom?period:

According?to?CMRC?research,?the?semiconductor?industry?chain?can?be?divided?into?upstream?semiconductor?support?industry,?midstream?semiconductor?manufacturing?industry?and?downstream?semiconductor?application?industry.?The?upstream?semiconductor?support?industry?provides?raw?materials?and?production?equipment?for?semiconductor?manufacturing;?The?midstream?semiconductor?manufacturing?industry?mainly?includes?chip?design,?wafer?manufacturing?and?packaging?testing?industries;?Downstream?semiconductor?product?terminals?are?widely?used?in?consumer?electronics,?industrial?electronics,?automotive?electronics,?communication?technology,?big?data,?cloud?computing,?artificial?intelligence,?Internet?of?things,?medical?care,?new?energy?and?other?fields.

The?chip?production?process?will?involve?dozens?of?special?semiconductor?equipment?and?hundreds?of?semiconductor?materials.?Semiconductor?equipment?and?materials?are?the?underlying?cornerstone?supporting?the?steady?development?of?the?semiconductor?industry.?At?present,?international?and?domestic?semiconductor?manufacturing?enterprises?with?factories?in?China?are?concentrated?in?southeast?coastal?cities?such?as?Shanghai?and?Jiangsu,?and?the?industry?concentration?is?obvious

The?market?of?semiconductor?equipment?and?materials?is?mainly?occupied?by?overseas,?and?there?is?huge?room?for?domestic?substitution.?The?top?ten?companies?in?the?semiconductor?equipment?market?account?for?about?80%?of?the?global?semiconductor?market,?and?the?representative?manufacturers?are?mainly?applied?materials,?asmall,?Fanlin?semiconductor,?Tokyo?electronics,?etc;?There?are?many?segments?in?the?semiconductor?material?market.?Compared?with?the?equipment?market,?the?competition?pattern?of?the?segment?market?is?slightly?scattered.?The?average?concentration?of?the?leading?companies?is?60%?-?70%,?which?is?still?dominated?by?overseas?companies.
Domestic?semiconductor?equipment?manufacturers?have?made?layout?in?each?sub?semiconductor?equipment?field?and?developed?rapidly.?They?are?expected?to?benefit?from?the?expansion?boom?of?wafer?factories?and?the?long-term?domestic?substitution?dividend.?At?present,?the?domestic?semiconductor?equipment?manufacturers?account?for?less?than?10%?of?the?global?semiconductor?equipment?supply,?and?the?localization?rate?is?less?than?20%.?It?is?expected?to?benefit?from?the?expansion?boom?of?the?wafer?factory,?continue?to?obtain?verification?and?import?opportunities?and?equipment?orders,?constantly?improve?market?share?and?achieve?high?performance?growth.
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