In recent years, many areas in China have built a third-generation semiconductor production line, and various signs have shown that the three-generation semiconductor investment hot drama is quietly staged. What impact will this round of investment will bring about the entire industry? What should I pay attention to in China's third-generation semiconductor? What measures needed?
Industrial development is in full swing
Third-generation semiconductors represented by silicon carbide and gallium nitride, play an important role in new energy vehicles, communications, and household appliances, such as high efficiency, high density, high reliability, etc., and become a new focus of concern in the industry. .
Zhu Shaozhen, deputy director of the Saimi Tank Integrated Circuit Research Institute, said in an interview with "China Electronics News" report, under the clear traction of 5G communication, new energy vehicles, photovoltaic inverters, etc., currently, application fields Head enterprises have begun to use third-generation semiconductor technology, and further boost industry confidence and firm investment in the third-generation semiconductor technology route.
Xuke, Chairman, Suzhou Navi Technology Co., Ltd., analyzed the third generation of semi-guided the reasons for development, and three: one, from the technical itself, the importance of the third generation of semiconductor technology is self-evident, it promotes society The information society has been developed to intelligent social development, which has been deeply into the fields, from national defense, aerospace, energy saving, medical, and then go to new energy vehicles, mobile phone chargers, and is closely related to our lives of each person. Such a technique will inevitably attract social capital injection.
Second, from international scope, after several major technical changes in human history, the development of third-generation semiconductor technology has gradually become a trend. Because it is quietly changing the world economy pattern, the country must stand, the people must prosper, advanced technology drive economic development is constant. Therefore, whether it is in Western developed countries, or Asia developing countries, it has advanced the development of the world third-generation semiconductor industry from different levels.
Third, from the domestic level, on the one hand, economic development turned to the entity economy; on the other hand, it is the development of the central and local policy linkage, promoting the development of the third-generation semiconductor industry, which will also drive social capital. Inject.
Lü Hao, analyst, said that in the case of Moore's laws, the semiconductor industry is provided with new materials, new structures, and new devices, the semiconductor industry provides the semiconductor industry, so the third generation semiconductor Become a highly impact on the strategic system that competes in the integrated circuit field, which has a huge impact on the industrial pattern.
At present, my country's third-generation semiconductor investment has increased, and the industrial chain is gradually improved. At the same time, my country is the largest semiconductor market in the world, which creates the opportunity to create a near-water building for the development of the third-generation semiconductor in my country. Through resource aggregation, breakthrough from the third-generation semiconductor research and development, engineering to the application of innovative chain and value chain, bringing more vitality to the development of my country's integrated circuit industry.
The reporter noted that recently, in the first China Zibo "core material, core technology, core energy" peak forum, Linyi District, Zibo City, Shandong Province, will build the first domestic research and development and production, magnetic function materials, chip And intelligent manufacturing core components produced as the main integrated circuit material industry base. Not long ago, in Beijing Shunyi, the head of the 3rd China Innovation Entrepreneurship Competition, the Wisdom Energy and Smart Transportation Industry Final ", Shunyi District, said they are being created into the whole country and even worldwide. Third generation semiconductor production research base.
Investment should not be urgent
Behind investment hot, industry insiders also worry about whether they will be like some industries. Xuke told the "China Electronics News" reporter, the third-generation semiconductor industry is still some conceptual things in many applications, is not yet mature, investment must be cautious, avoiding a third-generation semiconductor to avoid eagerness Idea. In response to chain long, chain links, often risks and temptation, the end of the industrial chain.
In recent years, everyone has gradually realized this problem, especially the recent China-US trade friction problems, more let people recognize the short board of the third-generation semiconductor industry chain. Therefore, the development of the third-generation semiconductor industry must increase the research and development of the core materials of the industry chain and the development investment of key equipment. It is the so-called soldier and horses, and the grain is in advance. Xu Ke said: "At present, the third-generation semiconductor industry has developed hot and chartered. All local governments have increased investment, and they will lead talents. This will lead to the tendency of resources. This requires us to maintain a clear mind, because of local conditions, Do not avoid excessive waste of resources. "
Zhu Shaozhen said to the "China Electronics News" reporter that behind investment, there will be some problems, such as investing "products" or investing "production lines." Because of the essential, based on the radio frequency device and power devices of the third generation, it has a clear product attribute, it is necessary to customize production in the case of applying the needs of the application enterprise, so tempering the internal power grinding products and technology, which is more than direct investment. The line is more important and urgent. Can not expand capacity as prematurely without clarifying customers.
"The rapid development of the early semiconductor lighting (LED) industry has made the third-generation semiconductor industry foundation and talent reserves. However, the industry must recognize that different from the LED product, the third-generation semiconductor RF device and power devices are more Many is the market for 5G base stations, new energy vehicles, etc., more is the customized product, the design capacity of the enterprise and the ability to understand the application plan. "Zhu Shaozhen said.
Lu Weihao analyzed the difficulty of the current third-generation semiconductor needs to break through, including how to reduce the defects of the substrate, improve the yield, how to do large size, low cost, etc. Silicon carbide wafers face microtubulent defects, low epitaxial efficiency, special doping process, no high temperature resistance to high temperature, gallium nitride wafers face high quality, large-scale seed crystal acquisition issues, is a technical problem that requires crack.
Cultivate the faucet to make a big stronger
The development of the third-generation semiconductor industry has become an industry consensus, and it is the direction of the government and the enterprise efforts. Lu Yao believes that the third-generation semiconductor industry is still invested in large and long-term industries. It takes a long time to accumulate, and the industry, academia, etc. need to collaborate. In the development of the industry, in addition to policies and funding support, we must cultivate leading enterprises, do great strength through mergers and acquisitions, and avoid flowering dispersions. At the same time, terminal manufacturers should also support the development of third-generation semiconductor companies in China.
In response to the third-generation semiconductor industry in China, Xuke gives four suggestions: First, policy guidance, market leading. In key development areas and links, it is necessary to make judgments from top-down leading, technology development and competitiveness.
Second, focus on the research and joint development. my country's overall basic strength is not weak, but the technical distribution is scattered, and it needs to be jointly developed from the industrial chain and focus on key technologies. Again, the base research and development investment increases. In order to maintain high-speed development and core competitiveness, technology development and basic research and development must also be indentaburies.
Finally, "supporting the horse, walks with one course" model exists in a certain period. The third-generation semiconductor enterprises in China are mostly small and medium-sized enterprises. The international leadership of the preferential technology, the market prospects are inevitable, but they want to occupy the market leadership, especially the competition with international giants, the government and social power essentials. .
Zhu Shaoyi believes that the third-generation semiconductor companies in China must start from their own technology and market advantages, find the positioning, such as 5G communication, new energy vehicles, photovoltaic inverters, consumer electronics, etc. Develop your own products.
He also pointed out that the government needs to pay attention to the information of the third-generation semiconductor project, and the judgment of the market positioning and development prospects for the third-generation semiconductor is not accurate enough, support policy lacks sustainability and precision.
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