Zhang Rujing: Domestic semiconductor materials and equipment are weak and have opportunities.

"The weak link in the development of my country's semiconductor industry is materials and equipment, but this also means market opportunities." Zhang Rujing, the founder of SMIC, who is respected by the industry as the "father of China's semiconductors", commented on China's integrated circuit industry when attending the "2018 Integrated Circuit Industry Summit" in Wuxi on October 31.

"The weak link in the development of my country's semiconductor industry is materials and equipment, but this also means market opportunities." Zhang Rujing, the founder of SMIC, who is respected by the industry as the "father of China's semiconductors", commented on China's integrated circuit industry when attending the "2018 Integrated Circuit Industry Summit" in Wuxi on October 31.

Zhang Rujing said that after long-term development, Chinese enterprises have developed to the global level in the field of semiconductor application, packaging and testing, and have a complete terminal industry chain, but the front-end link of the industry chain is very weak, which is particularly easy to be stuck, especially need to speed up investment.

Taking the mask used in the semiconductor industry as an example, Zhang Rujing said that the gross profit margin of the mask industry can reach 100 percent. Today, from a global perspective, the current market share of Chinese companies is only 5%, and according to domestic demand estimates, this market share can grow to at least 30%.

In addition, the international mask in the field of second-hand equipment prices are deliberately high. A new set of equipment costs $1 million, and a second-hand price is about $700000. In fact, the discount on these old equipment is usually only 20%, about $200000. "These technologies are not difficult. We can focus on breakthroughs." Zhang Rujing said.

"We have many strengths and many weaknesses and gaps to fill." Zhang Rujing analyzed that in the field of semiconductor material research and development and production, photoresist, silicon carbide materials, high-purity quartz materials and other products, there is a big gap between the current domestic technical level and the global level. At present, batch supply has not been realized, and it is urgent to make full efforts to develop and mass produce products rapidly.

However, in the target material, packaging substrate, CMP polishing liquid material, wet process chemicals, lead frame and other packaging materials, China has been mass production, some product standards can reach the global level, local production line has achieved large-scale supply. Electronic gases, silicon wafers, compound semiconductors, and special chemicals, these products have achieved initial mass production in China, and the technical standards of individual products can reach the world level. The local production line has been supplied in small quantities, and comprehensive supply needs to be strengthened.

In 2000, Zhang Rujing founded SMIC in Shanghai and became an integrated circuit chip manufacturing enterprise with the largest scale and technology in mainland China. Now, the 70-year-old man has re-started his business and has become the chairman of Xinen (Qingdao) Integrated Circuit Co., Ltd. On May 18 this year, the domestic * * * CIDM integrated circuit project invested and established by Xinen (Qingdao) integrated circuit company was launched in Qingdao, Shandong Province, with a total investment of about 15 billion yuan in the first and second phases. Among them, the total investment in the first phase is about 7.8 billion yuan. After completion, it can realize the mass production of integrated circuit products such as 8-inch chips, 12-inch chips, and photomasks.

Zhang Rujing said that the production of power devices is expected to be carried out in the third quarter of 2019 and full production will be achieved in 2022.

Fortunately, in the raw material end of the semiconductor industry chain, electronic grade polysilicon has long been overseas monopoly situation is expected to take the lead in achieving a breakthrough.

Electronic grade polysilicon, as the source of silicon materials, is known as the "food" of the integrated circuit industry ". In terms of market share, the world's top five wafer companies account for 92% of the total market share, while in the field of electronic grade polysilicon, the top five giants account for 98% of the market share. Previously, China imported a large number of electronic grade polysilicon materials from Europe, America and Japan every year.

"Ordinary solar grade polysilicon purity requirements are usually 6-9 9, electronic grade polysilicon purity requirements in 11 9 or more." Tian Xin, general manager of Jiangsu Xinhua Semiconductor Material Technology Co., Ltd., said that Xinhua Semiconductor has built the first 5000-ton semiconductor integrated circuit dedicated electronic grade polysilicon production line in China, ranking first in terms of production capacity and third in the world. Today, stable mass production has been achieved.