October 18, 2018 Source: Photovoltaic frontier

In 2018, China's IC industry maintained a high growth trend, with an expected annual growth rate of over 20%. Domestic substitution continues to be supported by national policies and funds.

The person in charge of the Electronic Information Department of the Ministry of Industry and Information Technology said that in 2018, the development of key standards and basic public welfare standards for integrated circuits and new display technologies will be accelerated, and international standardization work will be actively participated. With the international standard proposal as the core, more domestic standards will be promoted to become international standards. According to public reports, the total size of the second phase of the large fund that has been launched is estimated to be 150 billion to 200 billion yuan. The national level contributes no less than 120 billion yuan.

According to the ratio of 1:3, the amount of social funds mobilized is about 450 billion to 600 billion yuan. Together with the first phase of the big fund of 138.7 billion yuan and the incitement of 514.5 billion yuan of social funds, the total amount of funds will exceed one trillion yuan. According to the Ministry of Industry and Information Technology, in recent years, driven by market demand, China's integrated circuit industry has developed rapidly, its overall strength has been significantly enhanced, and its industrial scale has grown rapidly. Among them, the big fund played an important role.

——Industry policy

Faced with many challenges on the road to localization of the integrated circuit industry, in 2003, the State Council of China initiated the formulation of medium and long-term science and technology development plans, and in 2006 completed the release of the National Medium- and Long-Term Science and Technology Development Plan (2006-2020). )". The "Planning Outline" has identified 16 major special projects such as core electronic devices, high-end general-purpose chips and very large-scale integrated circuit manufacturing technologies and complete sets of processes. The time limit for completion is about fifteen years. The order of "very large-scale integrated circuit manufacturing technology and complete sets of technology" ranked second, and later referred to as "02 special".

In 2014, the State Council officially announced the “National Integrated Circuit Industry Development Promotion Outline”. The “Outline” identified the application of key materials such as 12-inch silicon wafers on the production line as an important development goal, and emphasized the need to strengthen integrated circuit equipment and materials. Combining technologies, research and development of key equipment such as lithography machines, etching machines, ion implanters, etc., developing key materials such as photoresists and large-size silicon wafers, strengthening the cooperation between integrated circuit manufacturing enterprises and equipment and materials companies, and accelerating the industrialization process. Increase industry supporting capacity.

In May 2016, the State Council issued the Outline of the National Innovation-Driven Development Strategy, proposing to increase the technical research and promotion of integrated circuits, and provide guarantees for China's economic transformation and upgrading and national security.

In 2017, the Ministry of Science and Technology of China issued the “Special Plan for Scientific and Technological Innovation in the Advanced Manufacturing Technology Field of the “13th Five-Year Plan”, focusing on the development of key components such as 300mm silicon wafer, deep ultraviolet photoresist, polishing material, ultra-high purity electronic gas, and sputtering target. Material products.

In 2017, the “02 special project” undertaken by the research and Jin Ruizhen completed the project acceptance.

In 2017, the Ministry of Industry and Information Technology released the "Guidelines for the Development of Key Technologies for Industry (2017)", which will stabilize the production technology of electronic grade polysilicon; high-efficiency and energy-saving large-scale purification, high-efficiency hydrogen recovery and purification, high-efficiency chemical vapor deposition, and comprehensive utilization of polysilicon by-products. And process technology; silane fluidized bed method polysilicon production process, including amplification design, overall operation management of the device, operation optimization, process design, etc. are listed as key development directions.

The Catalogue of Encouraging Imported Technologies and Products (2017 Edition), released in 2017, incorporates silicon single crystals and polished sheets with a diameter of 200 mm or more, straight pulls with a diameter of 125 mm or more, and horizontally grown compound semiconductor materials with a diameter of 50 mm or more into key industries that encourage development.

——large silicon wafer market

According to data from Asia Chemical Consulting, the total semiconductor wafer market of Shin-Etsu, SUMCO, Global Wafer, Siltronic AG and SK Siltron in 2017 was US$8.71 billion. Shin-Etsu is still the world's largest supplier of semiconductor wafers. In 2017, wafer sales revenue reached 2.584 billion US dollars, accounting for 29.68% of the total share, followed by SUMCO, accounting for 26.48%.

Since 2012, the demand for 200mm and 300mm silicon wafers has increased more overall. In the first quarter of 2012, the demand for 200mm and 300mm silicon wafers was about 3.6 million wafers/month, and in the second quarter of 2018, 200mm wafers, The demand for 300mm wafers has exceeded 5.5 million wafers per month, an increase of over 50%. Since the second quarter of 2016, the demand for 200mm silicon wafers and 300mm silicon wafers has been rising all the way, and the growth rate is far higher than the past, and it still maintains a high growth.

From 2012 to 2017, the global semiconductor wafer shipment area has grown steadily. According to the latest data from SEMI, the global wafer shipment area reached 6.274 billion square inches in the first half of 2018, an increase of 7.0% year-on-year. As global silicon area and wafer prices rise simultaneously, Asia Chemical Consulting expects the global wafer market to reach $11 billion by 2018.