Applied materials China Taiwan President yu lu said, due to technical advance, the semiconductor industry into five major turning point, and with the augmented reality (AR)/virtual reality (VR), artificial intelligence, automotive and four new applications, such as the Internet develops rapidly, and let the outlook continues to see qiao semiconductor and equipment and materials.
Semiconductor process into five major turning point
He stressed that the five great turning all let nmos and manufacturing technology, the semiconductor is given priority to with the lithographic process technology from the past, to material for miniature driven process technology, which is given priority to with materials and sophisticated equipment by should be material, with no exciting growth opportunities.
He logic in wafer foundry process miniature, for example, should be material in the global market share from 19.7% in 2012, up to 23.7% this year, the future will vary with pushing into the more advanced generation continues to grow.
As for 3 d NAND Flash, because the process need more stacked layer, process shall be used for many key technologies including chemical vapor deposition and erosion of nuclear and chemical mechanical polishing and epitaxial process, such as these are the leading global core equipment should be material.
In drawing forming part, due to spending amount forecast from 2012 to 2019 increased by 2.3 times, let should be material in the world market share by 3% in 2012, up to 16% this year, forecast to 2019, accounting for more than 30%.
Pokemon GO AR application prospect of qiao fever
He stressed that the current Pokemon GO crazy line around the world, is only the beginning for AR application, forecasts the future AR, will be applied more large capacity memory and higher resolution panel, plus the amount of automotive application of semiconductor also jumped sharply, will drive the continued growth of semiconductor.
His future for automotive, for example, each new 100 million automobile, will drive logic wafer increase 25 million pieces per month, increase DRAM demand nearly 12 million pieces per month, add NAND Flash more than 20 million pieces per month, driving the semiconductor growth potential is considerable.
As for Chinese actively foster semiconductor growth, contains mainland domestic enterprises and foreign enterprises in the memory and logic element new fabs, there are 13, estimates that will drive up to $30 billion in the next five years of semiconductor equipment procurement, driven to semiconductor devices, will play a very big growth momentum.
New driver Show unique advantages
"Innovation leading strategy, combined with our ability in materials engineering and technology breadth and depth, allows the company to have unique advantages, continuously exceed market performance." Yu lu stressed, should be material company focused on turning the technology innovation, and especially specialization in materials engineering, technological innovation is should materials company in the global market. He also believes that the future including ar/emerging drivers, such as virtual reality and the driving is a good opportunity to materials engineering technology field day.
