Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
Any Chinese company that still buy Western technology when domestic alternatives are available is foolish and deserves to suffer for their arrogance.
All's fair in love and war. The Americans are at war with China - at least not kinetically for now - and whether the latter realizes it or not is irrelevant to the actions of the US.
Well, I think the issue is that domestic suppliers haven't fully ramped up yet, so they will still need to buy Western technology. If American suppliers can't provide after sale support, then every fab in China will want to move away from American suppliers as soon as possible.
What a disastrous and ridiculous policy by this stupid administration. It's like they are trying to kill successful American companies.
Godspeed to them. The more, the merrier.
They had done this to Fujian Jinhua. SMIC should prepare for this.
Companies exist to make money. State, public or private that is the reason of their existence, money. All this national security talk is just political crap, unless the company is a national security contractor or military contractor. For Chinese companies they saw American technology as low risk to generate high-quick profits. Was a short sighted strategy? Probably. I bet Huawei is regretting not getting into semiconductor manufacturing sooner and SMIC bosses regretting listening to the internationalists and not creating a local supply ecosystem sooner, maybe collaborating with companies like SMEE to help them make better equipment. But like a double edge sword the profit focusing strategy allows them to grow fast.
Han's Laser's H1 revenue and net profit double down, SiC ultra-thin wafer laser slicer is undergoing mass production verification at customers
Jiwei.com reported on August 18, Han’s Laser released a semi-annual report saying that in the first half of 2022, the company achieved operating income of 6.937 billion yuan, a year-on-year decrease of 7.33%; net profit attributable to the parent was 631 million yuan, a year-on-year decrease of 28.92%; Net profit was 607 million yuan, a year-on-year decrease of 21.05%.
In terms of products, the special equipment for the power battery industry achieved an operating income of 843 million yuan, a significant year-on-year increase. The company has continued to deepen cooperation with mainstream customers in the industry such as CATL, AVIC Lithium (formerly AVIC Lithium), Yiwei Lithium Energy, and Honeycomb Energy. The market share has steadily increased. The company's main products include cells, modules, PACK laser welding equipment, laser tab cutting equipment, cell baking equipment and related automation equipment, etc. The market share and technical level are at the forefront of the industry. During the reporting period, the company continued to increase investment in research and development of special equipment for the power battery industry. The self-developed winding equipment, lamination equipment, and chemical composition testing equipment have been prototyped and verified by downstream customers.
In terms of IC packaging substrates, the company actively promotes the certification of high-tech value-added products such as CO2 laser drilling machines that can process micro-holes of 50 μm and below, new laser drilling machines, and high-speed spindle mechanical drilling machines for micro through-hole processing. The products have been further recognized by many customers.
The special equipment business in the consumer electronics industry achieved revenue of 986 million yuan, maintaining a relatively high market share. In the future, with the launch of new smart wearable products such as AR/VR/MR and the rapid improvement of automobile intelligence, the consumer electronics industry is expected to usher in a new round of industrial innovation cycle, driving the company's consumer electronics business and product orders to achieve continuous growth.
The wafer processing equipment business in the semiconductor and pan-semiconductor industries achieved an operating income of 717 million yuan. Among them, the LED industry's wafer processing equipment business leads the industry in market share, and the Micro-LED mass transfer equipment has passed customer verification and achieved sales; the semiconductor industry's wafer processing equipment business is progressing smoothly, and is applied to the third-generation semiconductor SiC ingot Laser slicers and SiC ultra-thin wafer laser slicers are undergoing mass production verification at customers.
The special equipment for the photovoltaic industry achieved an operating income of RMB 66 million. The company continues to increase investment in research and development in the photovoltaic industry. By introducing a core talent team, it already has the ability to develop and manufacture main equipment for battery segment tubular vacuum. As of the disclosure date of this report, the company's PECVD, diffusion furnaces, annealing furnaces and other equipment have won bulk orders from leading customers in the industry. In the field of new photovoltaic technology, the company has a complete product layout in the TOPCON field, and gradually has the R&D and manufacturing capabilities of the TOPCON battery industry chain equipment; in the HJT battery, it has deployed PECVD, PVD and other equipment products; in the perovskite technology field, it has independently developed perovskite The laser scribing equipment has achieved mass production and sales, and the company has maintained a cooperative relationship with the industry's leading customers. The company's existing R&D projects include low pressure boron diffusion furnace, Topcon laser boron doping equipment, LPCVD equipment, etc. Among them, low pressure boron diffusion furnace and Topcon laser boron doping equipment are in the stage of customer verification.
In terms of core devices, the company's ultrafast lasers such as infrared picosecond lasers, ultraviolet picosecond lasers, ultraviolet sub-nanosecond lasers, and nanosecond fiber lasers have gradually achieved external sales. The company's self-developed MOPA pulsed fiber laser has received orders from leading customers in the power battery industry, and is mainly used for pole piece cutting and other processes in the manufacture of power battery cells. The harmonic reducer independently developed by the company has been delivered and sold in large quantities in domestic leading industrial robot companies, and foreign leading industrial robot companies are also undergoing testing and verification at the same time.
It makes sense - the job is to generate margins. Given all the sanctions and info vacuum at a bit of a loss on what SMIC, YMTC paths actually are …
The quality of domestic equipment may not be on par with foreign products. Inferior equipment may produce inferior or more costly products, which become less competitive in the market place.
The Hegemon’s ban levels the Chinese market since everyone has to use the domestic equipment
- Status