novelslam Chapter 1142 Status Quo
Chapter 1142 Status Quo
Chapter 1142 Status Quo
"The large-scale domestic silicon wafers are still zero. We expect to produce results next year. At that time, we will break the situation and fill the gap in domestic large-scale silicon materials."
"Mr. Fang, we have made great progress in the past two years. We have basically solved the technical problem of near-perfect single crystal growth. In addition, the development of the pulling speed control algorithm of the crystal pulling furnace is also good. This can effectively control the accuracy of the pulling speed control system and further Effective control of defects."
The day after Fang Zhuo arrived at Qindao, accompanied by Zhang Rujing, he heard him introduce the work of domestic large silicon wafers.
Zhang Rujing explained the profound things in a simple way, and tried not to use proper nouns.
Fang Zhuo nodded frequently, pleased with the technical progress.
Coupled with the policy introductions from time to time by local leaders, as well as the eager photos taken by the publicity outlets, it is like a picture of "Bingxinfang's general visit to Qindao to inspect and guide semiconductor work".
Fang Zhuo can understand local administrative work, as long as it doesn't affect his communication with Mr. Zhang.
Of course, most of this communication was done by Zhang Rujing.
"However, Mr. Fang, we are very confident in the technical field, but there are still two difficulties, one is certification and the other is investment."
Fang Zhuo stopped nodding when he heard Mr. Zhang's turning point, but his spirit was lifted.
Okay, okay, there is still another difficulty, right? Let's quickly talk about this certification level.
Zhang Rujing said intently: "This certification level, the results we produce in China must be certified by both the fab and the customer. The certification period of the test piece is usually 3-6 months, and the certification period of the positive film is 13 months on average. In the first month, our funds are still relatively tight.”
Fang Zhuo thought for a moment, and said: "The process of introducing customers is necessary, Mr. Zhang, whether the process can be fast within the scope of the process depends largely on the technical process. Are you able to keep up with our 45nm process now? "
The technical parameters of large silicon wafers are highly demanding, and various process links often require long-term accumulation. In particular, the most core large single crystal process determines key technical indicators such as size and resistivity, while wafer grinding and polishing processes determine the thickness and surface of silicon wafers. Flatness and other indicators.
For example, ice cores have extremely high requirements for the performance indicators of large silicon wafers, because this involves hundreds of steps, and each step must go all out to advance to perfection.
This is also one of the reasons why it is difficult to replace domestic links. No one can easily bear the cost of hundreds of previous processes if one process goes wrong.
"It still takes time, and it must be done step by step." Zhang Rujing said bluntly, "Considering the competitiveness requirements of the ice core process, if the certification goes well next year, there is hope that the ice core will be positive within three years."
Fang Zhuo said "hmm", "Mr. Zhang is still cautious in speaking."
"It is good to have a breakthrough. I have adjusted my position to a level that can be achieved. Of course, the sooner the better." Zhang Rujing said with a smile, "However, it is better to go faster. The ice core is not good, and the core It’s also difficult, since Mr. Fang is here, then help me to ask other factories in the country.”
Fang Zhuo felt that this was not a problem. Even if he didn't ask for help, someone would be interested. Zhang Rujing's large silicon wafer project in Qindao had invested in a large fund, and factories like Huahong could play a role.
"As for this investment..." Zhang Rujing sighed, "Boss Fang, you know it."
The investment is large, the assets are heavy, the production volume is slow, the early losses are large, the profit cycle is long, and the production line construction time is long.
Large silicon wafers are like the epitome of semiconductors, which are very representative.
Today, with the leader by his side, Fang Zhuo will not let go of his words easily. He thought for a while and said: "Shin-Etsu and Shenggao have been expanding wildly in the past two years, and the supply of silicon wafers exceeds demand. The market downturn is estimated to continue, but this It is also a counter-cyclical opportunity, as long as the Qindao factory can develop steadily, and the production line will be launched in two years, I reckon that there will be a historical window period when the production capacity is released."
Needless to say, the counter-cyclical strategy is that the global silicon wafer market is mainly controlled by five mainstream suppliers including Japan’s Shin-Etsu Chemical, Japan’s Seiko Group, and Germany’s Shichuang. They account for 98% of the market share. Domestic 300mm semiconductor silicon wafers are 100% dependent on imports.
Looking at the development law of the semiconductor industry, these five companies will increase their production capacity after 08. After a few years, they will have to rest for a while, and then the supply in the market will fall short of demand.
If Zhang Rujing can persevere, he will be able to find both depth and breadth in the future.
As far as the wafer service alliance judges, this situation in the silicon wafer sector is also the epitome of future industry development.
It's just that it's easy to say, as long as the funds have their own flow will, they are definitely willing to engage in easier multiplication, which requires some painful checks.
Fang Zhuo chose Qindao as his first stop on this trip, and he was still willing to have Zhang Rujing to give him a solid foundation.
He sped up his pace a little, took Zhang Rujing a little distance from the back, and talked about the overall domestic data.
"Last year, domestic IC market sales fell slightly by 3%, but there was a significant recovery in the first half of this year. The growth rate has reached 10.7%, and it is estimated that it will be around 11% for the whole year."
Fang Zhuo said with a smile: "Mr. Zhang, the market is generally improving. The bad environment affected by the financial crisis last year has come over. The popularity of this investment is expected."
Zhang Rujing nodded: "Mr. Fang said yes, so I will believe it."
Then, he said: "The data in the first half of the year was evaluated by your service alliance?"
Zhang Rujing didn't see the official data, and was a little surprised at the scope of the service alliance.
"Oh, no, I bought an IDC, which has surveys and evaluations of industry data, which should be more accurate." Fang Zhuo said with a smile, "IDC is optimistic about the development of semiconductors in the mainland in the next few years. Driven by chips, IC cards and automotive electronics are the main growth segments, which I didn’t expect before reading IDC’s research.”
The relevant concept in his impression is that automotive electronics has yet to be developed, but he did not expect to have brought driving force in the semiconductor field.
"IDC..." Zhang Rujing was stunned for a moment, and could only sigh, "It's nice to have money."
After taking two steps, he suddenly remembered IDC's statistics on the ranking of mainland semiconductor companies, and said with a smile: "You bought IDC, can you still trust the data after that?"
Fang Zhuo said calmly: "Mr. Zhang, don't talk nonsense. I don't interfere in other people's work, and I won't do such things as smashing signs."
Zhang Rujing just said it casually.
Fang Zhuo said another statistic: "IDC told me that in the next five years, the compound annual growth rate of the domestic mobile terminal chip market will remain at 40%. coming."
Zhang Rujing cheered up and said, "Okay, Mr. Fang, we've all said that along the way, and I'll use your IDC data to encourage everyone."
"I'm telling the truth... Zhu Rong became popular this year." Fang Zhuo couldn't laugh or cry, feeling that Mr. Zhang didn't quite believe this prediction.
"I'm also following your truth." Zhang Rujing said seriously, "I didn't die last year, but this year everyone is still cautious in their fears, and sometimes they have to brag."
Reinstall a system and update another chapter during the day.
(End of this chapter)