[Special Discount] Selected Topics-0005_An Overview of China’s Semiconductor Industry through the Perspective of Wafer Equipment
Wafer manufacturing involves the use of various semiconductor equipment that can be categorized into more than ten types, such as photolithography machines, etching equipment, and thin-film deposition equipment (PVD/CVD/ALD). These categories can be further divided based on different working principles or processed materials. The production of these machines involves the integration of diverse scientific techniques, including optics, physics, and chemistry, posing high technical barriers and manufacturing difficulties. These machines are also characterized by their significant worth and high investment in research and development.
Chinese companies engaged in the development of wafer manufacturing equipment mainly include NAURA Tech., Advanced Micro, SMEE, Piotech, Hwatsing Tech., etc. This report primarily discusses the development of China’s semiconductor industry, emphasizing key equipment used in thin-film deposition, etching, and photolithography.
Table of Contents
1. Thin Film Deposition Equipment
2. Etching Equipment
3. Photolithography Equipment
4. TRI's View
Gallium Arsenide (GaAs) is recognized in the industry as the most mature compound semiconductor material after silicon. It possesses superior characteristics such as high frequency, high electron mobility, high output power, low noise, and good linearity, making it one of the most important support materials for microwave radio frequency and optoelectronics.
In recent years, a surge in applications like 5G communications, autonomous driving, advanced displays, and AI has driven an increased demand for GaAs. Consequently, manufacturers are fully committed to capturing a significant share of this growing market.
The smartwatch market saw a downturn in 2023, which has significantly impacted strategies for 2024. Manufacturers are expected to adopt a conservative approach, focusing on incremental upgrades and diversification in R&D to align with market needs, with AI becoming a crucial tool in enhancing product and service offerings.
The VR/AR sector continues to struggle with a lack of compelling content and applications, which has stalled market growth and investor enthusiasm. In response, 2024 is set to witness a stronger emphasis on technological advancements to enrich content and broaden the commercial application of devices, spurring the development of essential upstream components.
Power semiconductors are the core of energy conversion and circuit control in electronic devices, playing vital roles in power conversion, amplification, switching, circuit protection, and rectification in electronic circuits. They are primarily used for altering voltage and frequency, as well as converting DC to AC in electronic devices. Power semiconductors have a key and extensive role in fields such as automobiles, industry, railway transportation, and power. As the new energy sector grows, particularly in solar energy and electric vehicles, power semiconductors such as IGBT and MOS are also becoming increasingly important in the realm of sustainable energy.
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