"We are on the right path, has made the development of the real moving in the right direction." Yangtze river storage, managing campaigned in this week's "2016 China's integrated circuit industry development seminar and the 19th annual meeting of integrated circuit manufacturing of China" on the issue so sigh with emotion, and get the smic, huahong hongli delegates to the identity of the leading enterprises in the integrated circuit.
Meanwhile, in the upstream of the integrated circuit equipment and materials, micro in semiconductor, microelectronics (seven star electronic unit), acm north division China semiconductor, Beijing companies such as representative, also said has realized "from scratch". Transfer to China, they argue, along with the market concentration, domestic integrated circuit manufacturing with the large expansion is the upstream equipment material industry development opportunity comes once in a blue moon.
But should not be ignored, in the face of development opportunities, innovation ability and talent reserves has become an urgent problem in the IC industry in China.
Advanced manufacturing pursued
"Big fund now key support smic, storage of the Yangtze river, huahong hongli." This annual meeting, held in xiamen of fujian national integrated circuit industry investment fund co., LTD. (hereinafter referred to as "funds"), general manager of Ding Wenwu emphasis. Integrated circuit manufacturing is the national development and support of key areas, and the given information and industry safety, storage industry has become a "priority".
"We are on the right path, has made the development of the real moving in the right direction." Yangtze river storage campaigned for such a generalization, general manager of the company in the field of 3 d - NAND the business progress. In campaigned for point of view, China now has the opportunity for development of industry of memory: 55% of the storage market in China at present, under the concentrated market, need a break the existing balance of suppliers. And long-term national policy and financial support, make industry have a certain accumulation, have gathered talents in the field of global semiconductor.
"But an unprecedented challenge is that in the field of mainstream integrated circuit has no easy work." The difficulty of campaigned for memory also clear that China development. The development speed of the industry, make the technology behind five years is to "has been sentenced to death". In view of this, the Yangtze river to store 3 d - NAND as the breakthrough point. In fact, 3 d - NAND has become the development direction of the "desirable" memory.
Campaigned to introduce, according to the Yangtze river storage major shareholders of wuhan new core has been completely through the framework of 3 d - NAND has progress to the reliability test. Previously, according to the institute of microelectronics, Chinese academy of sciences, director of the leaves of sweet spring, wuhan new core and the joint of the finished 39 layer 3 d - NAND process structures, and the prototype structure development, the various structure parameters meet the requirements, began to trial production.
At the annual meeting, smic chief operating officer hai-jun zhao smile, although has become an industry bellwether, smic's attitude to the integrated circuit industry is still: "longitudinal you abuse me thousands of times, I still treat you like the first love." Hai-jun zhao said smic's goal is to domestic and top of the world's top three. It was revealed that smic in technology has entered the development stage, 10 of 14 nm level of nm level reserves stage, recent on capacity expansion is expected to power again.
However, smic leading enterprises such as pursuing the steps of global advanced level may also need to speed up. "In the upcoming production level 10 nm TSMC products, whether it's 28 nm level or 14 nm level, have been slightly backward. Better learn advanced, in other people don't walk on the road to success, to speed up and catch up." A representative of upstream equipment suppliers for the Shanghai newspaper reporters.
Equipment materials from scratch
"Competition at the end of the integrated circuit industry is a competition of equipment and materials." An industry veteran stressed to reporters. At the annual meeting, the upstream equipment materials also have "prosperity", domestic enterprises have to realize "from scratch", a number of high-end integrated circuit equipment entered into mass production line. See first a set of data, according to the China electronic special equipment industrial association of domestic 34 integrated circuit equipment manufacturers the latest statistics, in 2015, domestic integrated circuit equipment's overall sales income is 4.717 billion yuan, up 16.4% from a year earlier. Profit of 1.053 billion yuan, up 24.2%; Export value of 662 million yuan, up 50.1% from a year earlier, a record. The association deputy secretary-general Jin Cunzhong prediction: in 2016, main IC equipment manufacturers in China's overall sales revenue will grow by about 25%.
Among them, as a leading domestic etching machine manufacturer, as early as February 2015, the micro semiconductor on the plasma etching machine, forced the U.S. to let go of the restrictions on exports of the product to China. And at present, the micro plasma etching of semiconductor equipment already can cover most of the LOGIC device medium of etching, etching equipment in CCP medium, TSV/MEMS etching equipment, MOCVD equipment and so on have been into the global top three. The company's new product ICP etching has entered production line equipment, VOC equipment has been completed client authentication and repeat orders.
Wang hui predicts that by 2021, the domestic integrated circuit equipment industry will enter a "three kingdoms tripartite confrontation era". At the appointed time, listed companies will become the main body of competition, and take the market as leverage to integrate those unlisted companies, which is concentrated into a few powerful, with international advanced level of the company. Data show that acm the wet method of the semiconductor technology has reached the world advanced level. And in this respect, the north microelectronics could go faster, the company has passed the "into" seven star electronic implements the securitisation.
, on the other hand, in the field of key materials, Beijing division China photoresist has been used in 6 inches and 8 inches production line, and strive to complete in 2016 12 inches production line trial breakthrough.
"They are a breakthrough in the domestic equipment from scratch." As peers, LAM group China (LAM), vice President and general manager Liu Erzhuang said of the integrated circuit equipment company. Liu Erzhuang further pointed out that, however, China's equipment, compared with LAM, ASML and other international equipment giant, there are quite a distance, has not been able to enter the lithography and other higher-end core technology; In addition, based on domestic manufacturers to take the cooperation with local user equipment research, development, validation, and domestic users in technology still lag behind the international level, leading to domestic equipment can't do the world's top level. Liu Erzhuang stressed that the success or failure of China's integrated circuit equipment material industry is whether to seize the opportunities to expand the global industrial transfer and domestic industry. And in the process, must with the world's most advanced user cooperation and development, but for now, have not the chance. However, based on the size of the market of China, LAM, ASML has said, does not exclude the equipment dealer of various forms of cooperation with China.
Focus on "innovation" and "talent"
A good situation, also has a lot of people in the industry and "of" the world first, at the annual meeting, China's integrated circuit industry facing the innovation ability and talent reserve problem become the important topic.
In leaves of sweet spring, it seems, China's integrated circuit enterprises is lack of innovation, "the don't realize is in need of innovation; the second is' follow 'for too long, is no longer good at innovation." Domestic enterprises have, he thought, from following the world leading level, to go to independent innovation, strategy of "follow" cannot drive industry development, obtain "gating and innovation", has become a decisive factor of domestic enterprises bigger and stronger.
We have learned, not only at the enterprise level, governments at all levels will also be integrated circuit industry talent problem on the important agenda. At the annual meeting, commissioner of ministry of electronics department of integrated circuit Ren Aiguang delivering, miit will focus on strengthening the talent training of integrated circuit industry, and are exploring whether to Belgium inter-university microelectronics research center (IMEC) model, gather the global semiconductor talent, to build China's high-end talent training platform. At present, IMEC as Belgium platform for the microelectronics industry, brings together the global IC talents and corporate customers, input and output more than 1:9. Ren Aiguang, said the ministry is also in the joint enterprise, for high-end talent introduction and basic engineering and technical personnel training for deployment.
Based on talent cultivation also become the industry attaches great importance to the problem. ASML Jin Yongxuan China area general manager thinks, the biggest challenge China's integrated circuit industry is an issue of high-end talent, "now the talent seems to be enough, but there are so many production line will be built, the basis of China will be able to timely training enough engineer to support this industry? In fact, we (ASML China) also searching for talented people, but it's very difficult." , smic relevant personage says, as capacity expansion, recruitment and training has become a "big" smic, "after all, a year a few production line, from the top management personnel to the base engineer, demand is very big."
