Semiconductor market warming, purification industry share the future market dividend
Author: Shenzhen ZhongJian South Environment CO., LTDissuing time:2017-02-21 18:32:26Pageviews:4248【smallinBig】
Semiconductor has been the development of the electronics industry benchmark, the semiconductor development has been at the forefront of the market, but also high-tech technology development center. Following Samsung released UFS 2.0 high-speed memory card, Micron recently released the world\'s first mobile 3D flash me...
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Semiconductor
has been the development of the electronics industry benchmark, the
semiconductor development has been at the forefront of the market, but
also high-tech technology development center. Following Samsung released UFS 2.0 high-speed memory card, Micron recently released the world's first mobile 3D flash memory. The rapid development of flash memory technology reflects the current high demand for high-tech chips. Over
the years, due to the extensive popularity of electronic products,
downstream demand, semiconductor equipment orders increased. With
the development of domestic semiconductor technology and market, the
current semiconductor equipment and materials to enhance the degree of
localization, leading enterprises benefit from the development of
semiconductor industry opportunities, it is worth the attention of
investors. Similarly, the purification project
company serving the semiconductor electronics industry will also usher
in an outbreak of market dividends.
Recently, at the Flash Memory Summit in Santa Clara, California, Micron announced the first 3D NAND flash memory chip. This flash chip can provide more storage without changing the size of the storage space. It
is understood that this 3D flash memory chip and the traditional 2D
NAND horizontal arrangement of storage units, 3D NAND use vertical
arrangement of storage units, this arrangement can not only increase the
capacity of the flash, but also allows the chip and processor Communication becomes faster. A
single capacity of 32GB, using the new UFS 2.1 standard, read speed of
1.5GB / s, write close to 500MB / s, is currently UFS2.0 2 times. The future of high-end mobile phones will use this 3D flash memory
chip, the mobile phone market is a wave of new replacement tide, after
all, who want faster, more storage capacity of the phone.
In
fact, the rapid development of Flash technology reflects the current
high-tech chip for the broad demand, which is the epitome of this year's
semiconductor market. This
year, due to strong downstream demand, semiconductor equipment orders
increased, is expected to achieve excellent results throughout the year. In
addition, semiconductor equipment is mainly concentrated in the
manufacturing and packaging and testing side, wafer manufacturing
equipment is still an absolute position in the semiconductor equipment,
equipment in the wafer manufacturing equipment in 2015 reached about
28.67 billion US dollars, accounting for 78.74%. China's
semiconductor manufacturing equipment is growing rapidly, has now
reached the world's fastest growing market, and downstream demand is
good, the prospects can be expected. The
rapid growth of semiconductor manufacturing, as well as the improvement
of technical requirements, the requirements of the production
environment is also increasingly harsh, from the market trends and
national standards is not difficult to see, and now all the basic
semiconductor electronics products are clean in the clean room to
complete research and development , Design, production and assembly. The requirements of the cleanliness were from 10 -10000 level, respectively.
In
2015, the top five suppliers accounted for 76.8% of the market share,
the top ten suppliers accounted for 93.6% of the market share, the
market concentration is high. It
is noteworthy that the majority of the top ten manufacturers for the
United States and Japanese companies, domestic manufacturers in this gap
is still large. From
the semiconductor manufacturing equipment, lithography, etching
machine, chemical vapor deposition (CVD) market for foreign
manufacturers to occupy. At
the same time, also shows that China's semiconductor equipment market
there is a huge alternative space, and due to demand-driven, follow-up
demand for major equipment is expected to continue to maintain a good
momentum of growth. This will have to say that services in the semiconductor purification
plant design purification engineering company will once again wave
development climax.
China
Merchants Securities pointed out that the current demand for
semiconductor equipment and materials in mainland China increased
significantly, the mainland semiconductor into the production line
intensive construction period, currently under construction or planned
construction of semiconductor wafer investment projects totaled 80
billion US dollars, will demand about 60 billion US dollars of equipment , While the demand for materials also increased. It
is expected that by 2020, the annual demand for semiconductor equipment
and materials in mainland China will exceed US $ 20 billion. The same is expected to clean the engineering industry market demand will be more than 50 billion US dollars.
Driven
by demand in the uplink, the wafer equipment market is expected to
begin to resume growth trend, equipment capacity utilization is also
expected to gradually pick up, early high inventory will also be
expected to significantly reduce. In addition, the national semiconductor support policy to promote the country is expected to achieve explosive growth. In
recent years, domestic semiconductor equipment and materials industry
has made great progress, and gradually from low to high-end replacement. Etching
machines, PVD, advanced packaging lithography and other equipment,
targets, electroplating solution and other materials, not only to meet
the needs of the domestic market, also received world-class customer
recognition, sold overseas markets. Semiconductor
equipment and materials to enhance the degree of localization, leading
enterprises benefit from the development of semiconductor industry
opportunities. The purification industry will also share a bonus for future markets. Shenzhen
City in the construction of the South Environmental Co., Ltd.,
professional build 10-100 semiconductor electronic dust-free workshop,
mainly yellow light etching clean room, electronic packaging clean room,
electronic version of the design and construction of clean room.
2017-02-21
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