Because the logic chip itself has great market share and market popularity, many readers are like several families. Under the science of major wafers, everyone has a basic understanding of 10nm, 7nm and 5nm. This also makes some people who don't know that the chip foundry is only these processes and businesses.
But in fact, there are many other processes and vendors in terms of chip. For example, silicon germanium and SOI, etc. are typical representatives. In addition, there are also third-generation semiconductors such as MEMS, gallium arsenide, and the like are also hot spots of market attention. Especially in the upcoming Internet of Things and 5G era, the attention of these new processes is warming.
And there are some companies that are in these areas that are silent in these areas.
Non-many MEMS sensor production lines
The so-called MEMS is Micro-ElectromeChanical System, which is the microelectronics system. This is a miniature mechanism, miniature sensor, micro actuator, and signal processing and control circuitry, until interface, communication, and power supplies are integrated on one or more micro devices or systems on one or more chips. If this process is used to make sensors, actuators, or microstructures, miniaturization, integration, intelligence, low cost, high performance, high capacity and good quality.
This will attract sensor manufacturers to this market, and with the growth of the Internet of Things, the heat of MEMS sensors is increasing.
MEMS sensor classification (Source: Yole)
Like the logic chip, the production of MEMS chips is divided into two modes. One is the IDM that is designed to produce himself like Bosch; the other is the MEMS sensor chip company without the factory, and the products they have designated are finally delivered. The relevant MEMS foundry is produced. It is worth mentioning that in addition to those pure wafer substances, IDMs like ST will also provide MEMS foundry services. The MEMS market is growing rapidly because the Internet of Things is driven. According to Marketsandmarkets, the 2022 Internet sensor market will reach 38.41 billion US dollars. This attracts many local manufacturers to enter this market, most of which are the production lines of the foundry to make products. And looking at this market, as shown in the figure below, Europe's St, Canada's Teledyne Dalsa and Japan's Sony is ranked first in the top three, and the ranking is the Silex MicrosySytems acquired by Domestic Wanwei Technology. This is also the best in China. MEMS foundry.
The world's leading MEMS foundry (Source: Yole)
The Silex Microsystems established in Sweden is the world's largest MEMS foundry. The company has 8 inches and 6-inch two independent MEMS production lines, which have deep accumulation in accelerometers, gyroscope and other micro sensor technology. According to the WeChat public number MEMS, Silex Microsystems covers various areas such as industrial, automotive, biomedical, communications, consumer electronics, etc., the company also has a very deep accumulation of MEMS manufacturing process technology. After the acquisition, Wanwei Technology has also begun to lay out the eight-inch MEMS production line in China.
According to the report of Tianfeng Electronics in early December this year, the Wanwei Technology Beijing "8-inch MEMS International Economic Wire Construction Project" will be put into production in 2020, and the stability period is reached after 6 years. At present, it is planned to achieve 10,000 production capacity per month. It is expected to increase operating income by 7-8 billion, and it is expected to achieve 30,000 production capacity per month. After the construction of the Beijing production line, Silex Beijing will complement the advantages of SILEX in Sweden. This production line will also provide important support for local MEMS sensor companies. The big fund has recently been added to the NaviThe production line, and it can also see the expectations and confidence of the domestic eight-inch line.
In addition to the Silex Microsystems of Weili, in fact, domestic SMIC is also another important player in the MEMS foundry market.
Semiconductive
In addition to the MEMS sensor foundry, the compound semiconductor foundry is the "new star" in China in the past few years, which is a market that grows under the promotion of smart phones, 5G and new energy vehicles.
From a conceptual view, the compounds include gallium arsenide (GaAs), gallium nitride (GaN) and silicon carbide (SiC). These materials have a leading advantage in the communications and power devices market because of their unique features, and are also used in more and more devices and products. Taking gallium arsenide as an example, as a typical compound semiconductor with high frequency, anti-radiation and high temperature resistance, it has been the mainstream material of RF PA and Switch in the past years, and the market size is close to 10 billion US dollars.
In the 5G era, the banner has a large bandwidth, high, saturated electron-speed, high thermal conductivity, high thermal conductivity, strong thermal conductivity, etc., has become the target of RF device materials. This will drive the growth of the compound semiconductor market including the foundry.
Yole said that the global GaAs device market for PAs in 2017 reached $ 80-9 billion, and this number will formally break through 10 billion US dollars in the next two years. As far as GaN radio frequency, Yole data shows that this market will grow to $ 1.3 billion in 2023, and the compound growth rate is 22.9%. In 2017, the total value of this market is only 380 million US dollars, and there are some compound semiconductor power devices, which can be apparent that this is a rapidly growing market.
Like MEMS sensors, like many chips, there are also two models of IDM and wafer substances in the compound semiconductor market. The latter market is mainly taken by China Taiwan, Hongjie and new companies.
Founded in 1999, the semiconductor has faced closed in 2003, but under the hardship operation of the company's leadership, Steady in 2010 has become the world's largest gallium arsenide wafer in the world. They live unique in a gallium arsenide industry. According to the data, if all Idm companies and commissioned PA supply, the steady semiconductor shipments account for more than 20% of the world's production, but if only the arsenide wafer foundry market, the city of stable The rate is more than 62%. In this market, there are two other people to be Hongjie and brand new, and they also have a layout on the VCSEL that is recently because 3D face recognition.
Similarly, in these markets, there are fresh local manufacturers, including Ms. Sanmia and San'an Integration, etc. also accelerate the layout of compound semiconductors.
According to reports, recently, the main plant of the compound semiconductor production line under the Shlanny is about to enter the completion of the completion acceptance stage, and the company's gallium nitride and arsenide chip are also bright. According to the total investment of the project, the project has a total investment of 4/6-inch compatible advanced compound semiconductor device production lines, including the next generation of optical communication module chips, 5G and RF related modules, high-end LED chips and other products. The project is implemented in two phases. Among them, the project first investment is 2 billion yuan. At the end of 2019, it was put into production in 2019. It was labor-saved in 2021; the project is 300 million yuan, and the program was launched in 2021, and it was produced in 2024.
Aspects come to San'an Integration, according to the report of the national letter securities, from May 2014, San'an Optoelectronics extends its III-V compound (LED with gallium gallium and gallium chip chip), formally involved compound Wafer manufactured foundry, and the same period has established Xiamen San'an Integrated Company, and implements construction of 300,000 / annual arsenide (GaAs) and 60,000-piece / year gallium nitride (GaN) epitaxial production line. In October of the following year, San'an intends to achieve the implementation of relevant devices. In December 2018, San'an Integration announced the launch of the first 6-inch SiC wafer foundry process in China.
Because these large manufacturers have a deep study of related products such as LED chips, they also have a deep understanding of MOCVD, which can provide them to provide important support in compound semiconductor market development.
Over the past two years, the United States does not appear according to common sense, try to develop local supply chains have become an industrial consensus. It is more urgent in the field of wafers, because only this can guarantee domestic supply in the case of it. Chain security. In terms of logic chips and simulated chip foundations, the domestic has achieved good results, and it has developed rapidly in the last two years, but it has not been built in MEMS and compounds.
Looking forward to this investment can bring some strong and powerful supplements to domestic chip.
Original from: Semiconductor Industry Observation
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