Supply emergency, wafer self-sufficiency long way to go Industry News Silver Wing

Recently, according to Taiwan's "Economic Daily" reported that the IC design company to get the news, found that the second half of this year, the second half of this year, 8-inch fab without the remaining capacity assigned to other customers, full line full line to the end of the year, may Will continue until the second quarter of next year, wafer supply again emergency. In fact, the semiconductor industry supply chain shortage of grab situation since the second half of last year, so far from the semiconductor upstream silicon wafers, DRAM to passive components factory, this year there have been more than the production capacity of the situation, triggering the parties The

Fingerprint recognition to push up silicon wafer requirements

With the fingerprint identification as a smart phone standard, fingerprint chip manufacturers demand for IC manufacturers explosive growth. According to statistics, the first quarter of 2017, the world's first fingerprint smart phone sales of about 180 million, accounting for 53.7% of the total global smart phone shipments, up about 18 percentage points; the first quarter of the global fingerprint chip shipments of about 2.7 Billion, an increase of about 60.4%; fabs fingerprint production capacity accounted for about 13%.

Since the beginning of the third quarter, Apple iPhone 8 will also be fully into the stocking state, Andrews flagship machine will be intensive release, mobile phone supply chain to open the season mode. At the same time with the fingerprint chip technology and industry mature, laptop, tablet will also be imported fingerprint recognition. Overall, the market demand for high demand for fingerprints, fingerprint chip manufacturers have to speed up the pace of wafer ready inventory. It is reported that the third quarter of this year, wafer foundry leading TSMC 8-inch plant and 12-inch wafer production line has been full load situation, silicon wafer supply and demand gap. Moreover, TSMC, UMC, the world's advanced, SMIC also appeared 8-inch wafer capacity ahead of the phenomenon of competition, triggering a wave of energy-saving boom.

Japanese supplier bias

  Japanese companies in silicon wafers, photoresist, bonding wire, molded resin and lead frame and other important materials occupy a high share, it can be said that there is no Japanese material enterprises, the global semiconductor manufacturing can not be achieved. It is understood that even in the context of the recent appreciation of the yen, Japanese companies in the global semiconductor materials market share (in US dollars) also reached about 52%.

Last month, Japan's wafer maker Sumco decided to cut the mainland China's storage chip manufacturers Yangtze River Storage (formerly Wuhan new core) wafer orders, give priority to TSMC, Intel, Magnesium and other manufacturers. In Japan, Sumco preferred supply of the United States, Japan, China Taiwan manufacturers in the case, the Chinese mainland semiconductor development may face the situation of insufficient supply of wafers.

Triggering wafer production capacity expansion trend

  Silicon wafers have become key to the semiconductor industry, in the past few years, the global wafer is generally oversupply, such as 2015, the global wafer suppliers produced a total of 76 million 12-inch silicon wafers, but The market consumes only 57 million. With the fierce market competition, silicon wafer suppliers after a series of mergers into the current five major manufacturers, and now silicon wafer shortage is serious, has become a semiconductor plant operating growth bottlenecks, especially the 12-inch specifications of silicon Round, making Intel, Toshiba, TSMC, Magnesium and other manufacturers have to buy rush to buy wines.

Thanks to the strong demand for the pull, the global 12-inch fab capacity continued to expand. In mainland China, for example, in recent years, China's 12-inch fab can be described as blossom everywhere. TSMC in Nanjing sole proprietorship of 19.5 billion yuan to build 12-inch fab, and plans to begin mass production in the second half of 2018 16-nanometer process. Samsung, Intel and SK Hynix, respectively, in Xi'an, Dalian and Wuxi to build 12-inch wafer production line, mainly for the production of including 3D NAND and DRAM, including memory products. Gloriafeld in Chengdu, a joint venture to set up a grid factory. UMC in Xiamen to set up core manufacturing (Xiamen) Co., Ltd., and plans to import 28nm manufacturing process.

  However, these fabs still take a long time from the real output, the current situation of the shortage of silicon wafers is difficult to alleviate, according to the relevant agencies to predict or will continue until next year.

Wafer is given a long way to go

Data show that mainland China manufacturers are mainly 6-inch wafers, 8-inch wafer self-sufficiency rate of less than 10%, 12-inch wafer self-sufficiency rate is even lower. It is due to the supply chain in the people, in recent years, the development of China's semiconductor industry is not satisfactory, and Europe and the United States is still a big gap between Japan and Japan.

In order to improve this situation, to achieve the replacement of silicon wafers in overseas enterprises continue to increase investment in China at the same time, Chinese enterprises have also invested heavily in the construction of wafer factory. SMIC to get a large fund investment after the expansion of the factory, in Beijing and Shanghai, two new 12-inch production line. Huali Microelectronics also followed, to build 12-inch production line, and plans to master around 14nm manufacturing process. Purple Group in Nanjing and Wuhan, respectively, hundreds of billions of investment in the construction of storage plants. Hefei also through the joint Seoul, the former president of Sakamoto Yukio building memory chip factory.

But in fact, the semiconductor industry, the industrial chain is very long, involving raw materials, equipment, design, OEM, packaging, testing, etc., the mainland in order to be no longer subject to the supply of the wafer, the need to face not only Shin-Etsu Semiconductor, Japan Sumco, Amotech,Taiwan Global Crystal, Germany Silitronic, South Korea LG these wafer suppliers surrounded the attack, more importantly, to defeat the United States led the entire semiconductor industry division of labor system. And this task arduous exception, long way to go.

website：http://www.silverwing.com.hk/news_view_295_153.html

Company

Industry

Product Update..

Product Inform..

AE

Amotech

Central

Harvatek

Pocons

JoYin

Damai

iA

ECS

ITW

SANICO

Sangshin

EVE

Carling

RN2

ABCO

C² Battery

Amphenol

Contact us

Supply emergency, wafer self-sufficiency long way to go

Related News