Can domestic MOCVD “屌ä¸â€ counter the import of “高富帅â€?
In the development of the LED industry, equipment is the core. At present, LED core equipment, especially the key core equipment for LED epitaxial chip manufacturing, has long been monopolized by the giants of Europe and the United States, and there is an "imported device dependence" in China's LED industry.
However, in 2012, the “Twelfth Five-Year Plan for Semiconductor Lighting Industry†issued by the Ministry of Science and Technology also proposed that by 2015, large-scale MOCVD equipment and key raw materials will be localized, and many domestic research institutes and enterprises have tried to launch MOCVD. Trying to break the monopoly. Then, can domestically produced silk reeling the high-sounding import and achieve counter-attacks?
Gao Shuaifu controls the market
Due to the high technical content and complicated manufacturing process, the global MOCVD equipment market is currently dominated by two foreign equipment suppliers AIXTRON and VEECO. The price of an imported MOCVD equipment is currently about 15 million yuan, and its cost accounts for about 50% of the cost of the entire chip equipment. In 2011, the Chinese market added 483 MOCVDs, almost all of which came from the above two giants. In 2012, there were about 250 new MOCVDs in China, and this mainly relied on foreign imports.
The rebellion of the silk
The road to localization of MOCVD is difficult in two aspects. First, a company can definitely make this equipment in two or three years. Second, if the company only does MOCVD in these two years, then this company is also difficult to survive. Internationally, the R&D expenses of equipment are usually defined as 10 times of sales. That is, the market price of a MOCVD is about 15 million yuan, and at least 150 million yuan of research and development expenses should be invested. Such high initial investment is difficult to promote in the short term. In order to truly achieve marketization, we must also consider the operational risks of downstream customers.
Silk and Gao Shuaifu, who are you optimistic about?
(1) Supporting silk
In the long run, the significance of localization of equipment is enormous.
Whether it is GaN LED, polysilicon material production and solar photovoltaic cell manufacturing, or the improvement of microelectronics technology level is inseparable from the independent innovation of key equipment. Without breakthroughs in key equipment, there is no foundation for independent innovation, and it can only be followed by others. Only by incorporating your own unique process technology into independent and innovative equipment can you make first-class products. Any innovative idea requires the cooperation of equipment, and only in this way can we make innovations.
——Wang Zhanguo, a member of the Chinese Academy of Sciences and a researcher at the Institute of Semiconductors, Chinese Academy of Sciences
We have been trying to adopt more localized equipment. At present, the localization of chip processing equipment is better than the localization of epitaxial equipment. It is believed that localization of equipment is also an overall trend, but it takes a long time to completely replace it.
The low price of domestically produced equipment and the fast response of manufacturers are their advantages, but we also value the quality and supply capacity of equipment, as well as after-sales service. If domestically produced equipment can meet the production needs of enterprises in all aspects, we are very willing to try it first and then expand the scale.
——Dong Zhijiang, General Manager of Wuhan Diyuan Optoelectronics Technology Co., Ltd.
In recent years, MOCVD has started research and development of machines in the form of enterprise operation. Before 2011, nearly 20 units in China were in research and development, most of which were enterprises. After 2011, only five or six units were conducting research and development, including three or four. The home has completed assembly and commissioning and entered the process testing stage. However, so far, there is no mature equipment that can be mass-produced on the production line. The domestic MOCVD equipment still has a long way to go.
The progress of domestically produced equipment is more prominent. There are equipment such as homogenizing machine, developing machine and etching machine. The gap between the long-term stability and foreign countries is narrowing, and the localized after-sales service is also dominant. However, there are still some problems in domestic equipment, mainly due to the fact that just launched, some aspects are not mature, and they have to bear more risks than foreign equipment, but with the domestic equipment gradually moving towards more enterprises, the future LED equipment localization It is an inevitable trend.
——Zhao Jinrong, President of Northern Microelectronics Co., Ltd.
(2) Strong and handsome
The localization of MOCVD equipment is very exciting. Although it is only the first step, it is the hardest to start with everything. However, localization is not enough. The next question is how to reach and exceed the world's leading industries such as Veeco and Aixtron from the technical parameters. I believe this cannot be achieved at this stage.
But if it is not enough to compete by price war, we must have something that others don't have, and this is an excellent opportunity for us. I also discussed this with some people who have developed MOCVD in China. For example, our technology (non-polarized/semi-polarized gallium nitride) is similar to software plug-in to domestic MOCVD, which is similar to the business model of some PC manufacturers' anti-virus software. This business model will benefit more end users.
—— Zhang Wei, Vice President of the United Kingdom Seren Optoelectronics Co., Ltd.
From a macro perspective, this matter will happen sooner or later, because so many companies have invested so much money, and the progress in all aspects is also obvious, but it is really a substitute, and the formation of scaled production capacity will not be so fast, I think At least two years later. Its basic performance must be comparable, not just a single device, the cost is low, the first is performance.
Localization is everyone's wish, and it is definitely to do this. This thing can't be rushed for success, and it must be done sensibly according to the laws of the market. It can't be done according to a research and development project, and it must be made to the goal of commercialization. If this product cannot be sold on a large scale, it can only be a few prototypes. In this way, the market can only be defeated.
——Yan Chunhui, President of Yaweilang Optoelectronics (China) Co., Ltd.
At present, some domestic equipment can be localized, but there is still a certain gap. If the industry has confirmed that it can replace imported equipment, we will also consider adopting it. For the localization of MOCVD, MOCVD orders have been reported, but they have to undergo actual production inspection.
——Zhang Shaohua, Marketing Director of Jingneng Optoelectronics (Jiangxi) Co., Ltd.
In addition to optimizing production processes, reducing costs, and strengthening product research and development efforts, Sanan's most urgent need is the professional management talents of the overall system and the marketing talents who can be connected with the market, thus actively expanding the application market and increasing product sales; In the period of industrial integration and the economic environment of Bo Yunwei, enterprises have generally entered a difficult "breaking period", and what can really survive is the strong.
For the future, whether it will consider purchasing domestic machines, from the perspective of Sanan, it is still cautious, because the maturity and stability of the process is still the first, and, in terms of average cost, the cost of MOCVD equipment accounts for About 20% of the cost of the chip, for the entire luminaire, the cost ratio is even less, it seems not to one percent.
—— Dr. Wu Zhiqiang, Deputy General Manager of Sanan Optoelectronics
How do you want to win the game?
With the boom of LEDs, more and more Chinese research institutions and enterprises are now entering the field of equipment development, and there are probably no fewer than ten.
However, it should be noted that because a new company does not have enough production experience, it can only be copied at the beginning, not to mention the possible intellectual property issues, only the two key issues of equipment stability and marketization. Very difficult to solve. Because for a large chip factory, the price of equipment is only one of the factors to consider purchasing, to ensure the stability of production and the consistency of products are often more important, the yield of products after the start of production, the input of raw materials, the consumption of human resources, etc. They are also the key issues to consider. A new product suddenly launched by a new company has not been tested by enough time and is difficult to be accepted by the market.
In addition, the development of equipment takes a long time to accumulate and it is difficult to succeed in one or two years. Therefore, it is very likely that there will be huge investment in capital and energy, and it will not be too late to be introduced to the market. The technology has been upgraded. Domestic MOCVD equipment is still in the technical tracking stage, and the level of equipment industrialization is not compatible with the production needs. Independent innovation needs to be strengthened, applying a slang phrase in the stock market, that is, "the stock market is risky and needs to be cautious when entering the market." Here, it is said that "the domestic significance is big and the investment needs to be cautious."
——Wang Zhanguo, a member of the Chinese Academy of Sciences and a researcher at the Institute of Semiconductors, Chinese Academy of Sciences
Signing with customers is an important step in the entry of domestic MOCVD equipment into the market. Although the localization of MOCVD equipment is an inevitable trend, there is no clear support and subsidy policy for the research and development and promotion of domestic MOCVD by the relevant state departments.
—— Liang Bingwen, Research Fellow, Suzhou Nano Institute, Chinese Academy of Sciences, Chairman of Suzhou Najing Optoelectronics
Once the domestic MOCVD equipment is industrialized, the investment cost of LED chip production will be greatly reduced, which will bring revolutionary impact to the domestic LED industry. The price of LED packaging products at home and abroad will be greatly reduced.
——Gan Zhiyin, General Manager of Guangdong Zhaoxin Semiconductor Equipment Manufacturing Co., Ltd.
There is still a long way to go for domestically produced equipment to achieve mass production. The improvement of the level of domestic MOCVD equipment depends on the desire of domestic LED chip manufacturers for innovation demand and the ability to invest capital, relying on the trust level of LED chip manufacturers to domestic equipment.
——Zhao Jinrong, President of Northern Microelectronics
Although the domestic MOCVD equipment has made great progress, it still has a long way to go. The key core technologies still need to be broken. Photoelectric detection must truly achieve the international leading level and master the international discourse power. In order to do things well, workers must first sharpen their tools. Only when China has mastered the key manufacturing processes and equipment can the LED lighting industry chain be rooted in China.
However, in 2012, the “Twelfth Five-Year Plan for Semiconductor Lighting Industry†issued by the Ministry of Science and Technology also proposed that by 2015, large-scale MOCVD equipment and key raw materials will be localized, and many domestic research institutes and enterprises have tried to launch MOCVD. Trying to break the monopoly. Then, can domestically produced silk reeling the high-sounding import and achieve counter-attacks?
Gao Shuaifu controls the market
Due to the high technical content and complicated manufacturing process, the global MOCVD equipment market is currently dominated by two foreign equipment suppliers AIXTRON and VEECO. The price of an imported MOCVD equipment is currently about 15 million yuan, and its cost accounts for about 50% of the cost of the entire chip equipment. In 2011, the Chinese market added 483 MOCVDs, almost all of which came from the above two giants. In 2012, there were about 250 new MOCVDs in China, and this mainly relied on foreign imports.
The rebellion of the silk
The road to localization of MOCVD is difficult in two aspects. First, a company can definitely make this equipment in two or three years. Second, if the company only does MOCVD in these two years, then this company is also difficult to survive. Internationally, the R&D expenses of equipment are usually defined as 10 times of sales. That is, the market price of a MOCVD is about 15 million yuan, and at least 150 million yuan of research and development expenses should be invested. Such high initial investment is difficult to promote in the short term. In order to truly achieve marketization, we must also consider the operational risks of downstream customers.
Silk and Gao Shuaifu, who are you optimistic about?
(1) Supporting silk
In the long run, the significance of localization of equipment is enormous.
Whether it is GaN LED, polysilicon material production and solar photovoltaic cell manufacturing, or the improvement of microelectronics technology level is inseparable from the independent innovation of key equipment. Without breakthroughs in key equipment, there is no foundation for independent innovation, and it can only be followed by others. Only by incorporating your own unique process technology into independent and innovative equipment can you make first-class products. Any innovative idea requires the cooperation of equipment, and only in this way can we make innovations.
——Wang Zhanguo, a member of the Chinese Academy of Sciences and a researcher at the Institute of Semiconductors, Chinese Academy of Sciences
We have been trying to adopt more localized equipment. At present, the localization of chip processing equipment is better than the localization of epitaxial equipment. It is believed that localization of equipment is also an overall trend, but it takes a long time to completely replace it.
The low price of domestically produced equipment and the fast response of manufacturers are their advantages, but we also value the quality and supply capacity of equipment, as well as after-sales service. If domestically produced equipment can meet the production needs of enterprises in all aspects, we are very willing to try it first and then expand the scale.
——Dong Zhijiang, General Manager of Wuhan Diyuan Optoelectronics Technology Co., Ltd.
In recent years, MOCVD has started research and development of machines in the form of enterprise operation. Before 2011, nearly 20 units in China were in research and development, most of which were enterprises. After 2011, only five or six units were conducting research and development, including three or four. The home has completed assembly and commissioning and entered the process testing stage. However, so far, there is no mature equipment that can be mass-produced on the production line. The domestic MOCVD equipment still has a long way to go.
The progress of domestically produced equipment is more prominent. There are equipment such as homogenizing machine, developing machine and etching machine. The gap between the long-term stability and foreign countries is narrowing, and the localized after-sales service is also dominant. However, there are still some problems in domestic equipment, mainly due to the fact that just launched, some aspects are not mature, and they have to bear more risks than foreign equipment, but with the domestic equipment gradually moving towards more enterprises, the future LED equipment localization It is an inevitable trend.
——Zhao Jinrong, President of Northern Microelectronics Co., Ltd.
(2) Strong and handsome
The localization of MOCVD equipment is very exciting. Although it is only the first step, it is the hardest to start with everything. However, localization is not enough. The next question is how to reach and exceed the world's leading industries such as Veeco and Aixtron from the technical parameters. I believe this cannot be achieved at this stage.
But if it is not enough to compete by price war, we must have something that others don't have, and this is an excellent opportunity for us. I also discussed this with some people who have developed MOCVD in China. For example, our technology (non-polarized/semi-polarized gallium nitride) is similar to software plug-in to domestic MOCVD, which is similar to the business model of some PC manufacturers' anti-virus software. This business model will benefit more end users.
—— Zhang Wei, Vice President of the United Kingdom Seren Optoelectronics Co., Ltd.
From a macro perspective, this matter will happen sooner or later, because so many companies have invested so much money, and the progress in all aspects is also obvious, but it is really a substitute, and the formation of scaled production capacity will not be so fast, I think At least two years later. Its basic performance must be comparable, not just a single device, the cost is low, the first is performance.
Localization is everyone's wish, and it is definitely to do this. This thing can't be rushed for success, and it must be done sensibly according to the laws of the market. It can't be done according to a research and development project, and it must be made to the goal of commercialization. If this product cannot be sold on a large scale, it can only be a few prototypes. In this way, the market can only be defeated.
——Yan Chunhui, President of Yaweilang Optoelectronics (China) Co., Ltd.
At present, some domestic equipment can be localized, but there is still a certain gap. If the industry has confirmed that it can replace imported equipment, we will also consider adopting it. For the localization of MOCVD, MOCVD orders have been reported, but they have to undergo actual production inspection.
——Zhang Shaohua, Marketing Director of Jingneng Optoelectronics (Jiangxi) Co., Ltd.
In addition to optimizing production processes, reducing costs, and strengthening product research and development efforts, Sanan's most urgent need is the professional management talents of the overall system and the marketing talents who can be connected with the market, thus actively expanding the application market and increasing product sales; In the period of industrial integration and the economic environment of Bo Yunwei, enterprises have generally entered a difficult "breaking period", and what can really survive is the strong.
For the future, whether it will consider purchasing domestic machines, from the perspective of Sanan, it is still cautious, because the maturity and stability of the process is still the first, and, in terms of average cost, the cost of MOCVD equipment accounts for About 20% of the cost of the chip, for the entire luminaire, the cost ratio is even less, it seems not to one percent.
—— Dr. Wu Zhiqiang, Deputy General Manager of Sanan Optoelectronics
How do you want to win the game?
With the boom of LEDs, more and more Chinese research institutions and enterprises are now entering the field of equipment development, and there are probably no fewer than ten.
However, it should be noted that because a new company does not have enough production experience, it can only be copied at the beginning, not to mention the possible intellectual property issues, only the two key issues of equipment stability and marketization. Very difficult to solve. Because for a large chip factory, the price of equipment is only one of the factors to consider purchasing, to ensure the stability of production and the consistency of products are often more important, the yield of products after the start of production, the input of raw materials, the consumption of human resources, etc. They are also the key issues to consider. A new product suddenly launched by a new company has not been tested by enough time and is difficult to be accepted by the market.
In addition, the development of equipment takes a long time to accumulate and it is difficult to succeed in one or two years. Therefore, it is very likely that there will be huge investment in capital and energy, and it will not be too late to be introduced to the market. The technology has been upgraded. Domestic MOCVD equipment is still in the technical tracking stage, and the level of equipment industrialization is not compatible with the production needs. Independent innovation needs to be strengthened, applying a slang phrase in the stock market, that is, "the stock market is risky and needs to be cautious when entering the market." Here, it is said that "the domestic significance is big and the investment needs to be cautious."
——Wang Zhanguo, a member of the Chinese Academy of Sciences and a researcher at the Institute of Semiconductors, Chinese Academy of Sciences
Signing with customers is an important step in the entry of domestic MOCVD equipment into the market. Although the localization of MOCVD equipment is an inevitable trend, there is no clear support and subsidy policy for the research and development and promotion of domestic MOCVD by the relevant state departments.
—— Liang Bingwen, Research Fellow, Suzhou Nano Institute, Chinese Academy of Sciences, Chairman of Suzhou Najing Optoelectronics
Once the domestic MOCVD equipment is industrialized, the investment cost of LED chip production will be greatly reduced, which will bring revolutionary impact to the domestic LED industry. The price of LED packaging products at home and abroad will be greatly reduced.
——Gan Zhiyin, General Manager of Guangdong Zhaoxin Semiconductor Equipment Manufacturing Co., Ltd.
There is still a long way to go for domestically produced equipment to achieve mass production. The improvement of the level of domestic MOCVD equipment depends on the desire of domestic LED chip manufacturers for innovation demand and the ability to invest capital, relying on the trust level of LED chip manufacturers to domestic equipment.
——Zhao Jinrong, President of Northern Microelectronics
Although the domestic MOCVD equipment has made great progress, it still has a long way to go. The key core technologies still need to be broken. Photoelectric detection must truly achieve the international leading level and master the international discourse power. In order to do things well, workers must first sharpen their tools. Only when China has mastered the key manufacturing processes and equipment can the LED lighting industry chain be rooted in China.
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