Since the 18th National Congress of the Communist Party of China, with the integration of semiconductor enterprises and market economy, the technological development in the fields of integrated circuit design, discrete device manufacturing, packaging, and testing in China has been changing with each passing day. The semiconductor manufacturing materials industry has entered a new stage of accelerated development. Significant achievements.
Rapid development of the semiconductor manufacturing materials industry
First, China's semiconductor manufacturing materials technology and product quality have made great progress. Five years ago, China's 8- to 12-inch integrated circuit manufacturing materials almost all depended on imports. Driven by the special support of 02 and the National Integrated Circuit Industry Investment Fund and the preferential policies for supporting the integrated circuit industry, the independent research and development investment of materials enterprises has increased year by year, and has achieved very obvious results. Copper/copper barrier polishing fluid and series products produced by Anji Microelectronics, aluminum, titanium, copper and tantalum targets developed by Jiangfeng Electronics, NF3 and WF6 produced by CSIC 718 have entered integrated circuits at home and abroad. Production line, and batch application in advanced technology nodes, products can cover 130nm ~ 28nm technology node requirements; Nanda Optoelectronics developed ultra-high purity phosphane, arsenic and safe source products have begun to supply domestic 8 ~ 12-inch integrated circuit production line and LED industry Projects such as 200mm silicon wafers and district-fused silicon single wafers have passed the acceptance test. Zhejiang Jinruiqi, Yanyan Semiconductor and Tianjin Huanou have good market performance in the current tight supply of silicon wafers; Shanghai Xinyang, Zhejiang Ultra-high-purity process chemicals from companies such as Kaisheng, Hubei Xingfu, and Suzhou Jingrui are also entering or entering the 8-12-inch integrated circuit line. A number of integrated circuit materials companies such as Nanda Optoelectronics, Shanghai Xinyang, Jiangyin Jianghuawei, Jiangfeng Electronics, and Suzhou Jingrui have successfully listed on the Main Board or the Growth Enterprise Market, opening a new channel for the innovation and development of enterprises.
Second, policy support promotes the rapid development of China's materials industry. In order to implement the economic deployment of the State Council, implement the plan for the steady growth of the integrated circuit industry, and promote the R&D, innovation, transformation and upgrading of related companies in the IC industry, the relevant ministries and commissions issued the “List of Duty Free Goods for Imported Production of Raw Materials and Consumables for Integrated Circuit Manufacturing Enterprises”. The commodities listed in the list are adjusted annually according to the development of the domestic industry. The implementation of this policy has played an important role in creating a level playing field for the domestic integrated circuit materials industry, and has opened up a broader development space for domestic semiconductor materials companies. The Ministry of Industry and Information Technology, together with the Ministry of Finance and the China Insurance Regulatory Commission, conducted pilot work on the application of insurance compensation mechanisms for the first batch of new materials, and also helped new products of integrated circuit materials to enter the market. Third, technological innovation has opened up a new phase in the international market. The technical level, product quality and management system of some enterprises in China have been matched with international advanced technology nodes, and some products have begun to integrate into the international market, such as CMP polishing materials, sputtering targets, and underfill materials for advanced packaging processes. Advantages enter the international market; 12-inch silicon wafers are being developed in the 40~28nm node process. It is expected to form a monthly production capacity of 150,000 pieces by the end of 2017. It is expected to reach the 14nm integrated circuit manufacturing technology requirements in 2020; 248nm photoresist has been built. The engineering technology platform and serialized products are under development; serialized high-k dielectric precursors have also made breakthroughs and are developing high-end customers at home and abroad.
Breaking homogenization competition is the top priority
For the future development of China's semiconductor manufacturing materials industry, we should focus on the following aspects.
First, break the issue of homogenization of business operations. It is an urgent problem to be solved in the industry to avoid the replacement of production capacity of similar products between enterprises in the fields of domestic silicon materials, industrial chemicals and special electronic gases. All relevant regions should provide professional guidance to enterprises. Whether domestically-funded enterprises, foreign-funded enterprises or Sino-foreign joint ventures should effectively investigate existing production capacity and rationally budget future market demand, they should focus on the differentiation of sub-divisions. Long-term returns in development and production, avoiding disordered enterprise competition and waste of resources. At the same time, industry alliances and industry associations should further strengthen research on the overall domestic market demand and domestic industrial development, and establish an effective industrial development road map release mechanism to avoid capacity reset and resource waste. National relevant policies should encourage strategic cooperation and mergers and acquisitions between enterprises to create a healthy development industry environment.
Second, increase R&D investment and industrial talent training. In the field of integrated circuits, the generation of technology, the generation of materials, and the rapid development of materials technology must be advanced and innovated in order to meet the requirements of the development of the integrated circuit industry. Furthermore, China's current material enterprises are generally small in scale, weak in profitability, and lack of self-investment in research and development, which requires sustained support from the state and society. According to the statistics of the China Semiconductor Support Industry Development Report of the Integrated Circuit Materials and Components Industry Technology Innovation Strategic Alliance, in 2016, there were only 29,932 employees in the material industry in China, including 186 doctors, accounting for only 1%; 1233 people, only 4%, high-end talent is less. According to incomplete statistics, China's IC talent gap is as high as 400,000. In order to enhance the supply of professional high-education and high-skilled talents in China, it is necessary to consistently introduce and cultivate industry technology and management talents, store kinetic energy for the benign development of the industry, and lay a solid foundation for industrial growth and development. Thirdly, we will pay attention to the technical development and production capacity of raw materials for semiconductor manufacturing materials, and establish a perfect supply chain. The core raw materials used in the production of ultra-high-purity polycrystalline silicon, large-scale high-grade quartz crucibles, graphite thermal fields and ultra-high-purity metals, photoresists and formulation chemicals in high-end targets used in the production of silicon single crystals in China. They mainly rely on imports and form constraints on the development of China's integrated circuit high-end materials industry. Considering the integrity of China's integrated circuit manufacturing materials industry chain, relevant technologies and industrial development plans should pay attention to the development layout of ultra-clean and high-purity raw materials, strengthen the deep integration of the entire industrial chain, and get rid of the situation in which the core links are controlled by people. Ensure the independent and controllable development of the industry in the future.
Finally, support the development of strategic alliances for industrial technology innovation. Since its establishment in 2012, the Integrated Circuit Materials and Components Industry Technology Innovation Strategic Alliance has played a good platform in integrating domestic technology and market resources, accelerating the industrialization of semiconductor materials and scientific achievements, and building a local supply chain for China's integrated circuit manufacturing materials. effect. It is hoped that the alliance will play a greater role in the development of industrial development roadmap, group standard setting, construction of industrial common technology development platform, industry talent training, promotion of international cooperation and exchanges, and also expect relevant government departments, industries, enterprises and the community to pay attention to And support the development of the alliance.
Source: Interview with experts of China Electronics News