In 2014, the overall size of China's semiconductor manufacturing materials market was 53.5 billion yuan. According to the current situation of the industry and the development trend, the overall market size of China's semiconductor manufacturing materials in 2015 and 2016 will reach 59 billion yuan and 64.7 billion yuan respectively. While the industry maintains steady growth, several aspects of the problem have also caused us to think.
First, the overall industry scale is small, the product grade is low
Although the sales revenue of semiconductor manufacturing materials industry products has continued to grow in recent years, the scale of business operations has continued to expand, but the proportion of materials used in integrated circuit manufacturing is still low in total product sales revenue, and is concentrated on the production of integrated circuits below 6 inches. The supply of materials, only a small number of materials companies began to enter the domestic 8-inch, 12-inch manufacturing plant. It will take time to break the situation that key materials for high-end integrated circuit manufacturing rely mainly on imports. The industry needs to continue to strengthen industrial technology innovation and production capacity upgrade, while capturing the opportunities for international industry changes, and cooperation with major international companies or related institutions, it is possible to make China's semiconductor manufacturing materials enterprises grow rapidly in the short term.
Second, the problem of homogenization of business products is serious
The capacity resetting of domestic silicon materials companies, process chemicals companies, special electronic gas companies and other similar products is very serious. Due to the homogenization of business products, companies usually use simple methods to lower prices to win the market, leading to vicious price competition. Companies are not able to obtain long-term returns from the production of these products, and are even less able to save the funds and technology needed for long-term development, and ultimately the long-term interests of the company are hurt. In the current industrial development environment, it is one of the paths to solve the problem of the current industry scale and the homogeneity of operating products through market competition to select companies with comprehensive advantages such as technology, team, management and capital, and to guide the integration of domestic advantageous industrial resources through market mechanism. . At the same time, we should take advantage of the timing of the global integrated circuit industry chain to guide enterprises to implement overseas mergers and acquisitions and rapidly expand the scale of enterprises.
Third, the supply chain is imperfect, and there is a bottleneck in industrial development.
The production of silicon single crystal with 11~13N ultra-high-purity polysilicon, large-scale high-grade quartz crucible and graphite thermal field, film-forming resin for high-grade photoresist, and ultra-high-purity metal for high-end targets are all heavily dependent on imports. In a certain sense, the technology and channels that control ultra-high-purity raw materials also grasp the competitive landscape of materials for integrated circuit manufacturing. It is recommended that relevant technology and industrial development plans focus on the development and industrial layout of ultra-high-purity raw material technologies and industries, and strengthen the in-depth cooperation in the material supply chain. China's integrated circuit manufacturing materials industry can only make up the key links in the industrial chain of ultra-high-purity raw materials, in order to create a market-competitive integrated circuit materials industry, and get rid of the core links subject to people's situation, and ultimately ensure the independent control of the industry. development of.
4. Insufficient accumulation of industrial innovation factors
The proportion of high-education and high-skilled personnel in the structure of industrial employees is too low, and the investment in R&D investment and industrial development is seriously insufficient. The comparison of data between 2005 and 2014 shows that the total R&D investment of the domestic semiconductor materials industry is equivalent to 22.6% of the R&D investment of a Japanese company. The overall industrial development investment is equivalent to 8.2% of the capital expenditure of a Shin-Etsu company in Japan. Give the semiconductor materials industry more attention and support. Although the National Integrated Circuit Industry Investment Fund was established in 2014, the project to invest in integrated circuit materials companies has not yet been implemented. Only the development of the related materials industry can play a better supporting role in the integrated circuit industry. Therefore, the integrated circuit materials industry also expects the National IC Industry Investment Fund to give more attention and support to drive the rapid development of the industry. In addition, in addition to continuing to introduce international high-end talents in technology development, we will focus on the introduction of talents such as enterprise management, market development, and international mergers and acquisitions, and support the development of industrial technology innovation and scale with the cooperation of local innovation teams.
V. The current import and export tax rate has unfavorable factors for the development of domestic semiconductor materials industry
At present, import tariffs and other rates for semiconductor manufacturing materials imported from abroad are mostly based on low tax rates or tax rebate tax exemption policies, while domestic enterprises export products using the relevant tax rates for industrial products. The cost of similar foreign products has increased by 5% to 15%, which directly leads to a decline in market competitiveness. It is hoped that the relevant departments can set up a special tariff list for semiconductor manufacturing materials, and adjust the taxes and fees in a timely manner in light of the current domestic industrial development status, so that domestic enterprises and foreign enterprises can enjoy fair tax and fee policies. In addition, it is hoped that relevant departments can combine the objective laws of the development of integrated circuit materials industry to formulate relevant implementation rules that substantially benefit the integrated circuit materials industry, in order to mobilize the enthusiasm of innovative development of integrated circuit materials enterprises.