Semiconductor equipment components: domestic substitution in the 0 to 1 stage.
The domestic substitution of the semiconductor industry chain, from the initial IC design domestic substitution, to the domestic substitution of equipment materials, has now been carried out to the domestic substitution of semiconductor equipment components.
Release time:
2023-08-23
Semiconductor equipment components: domestic substitution is in the 0 to 1 stage.
China's semiconductor domestic substitution process gradually deepened, has been carried out to the equipment parts link. The domestic substitution of the semiconductor industry chain, from the initial IC design domestic substitution, to the domestic substitution of equipment materials, has now been carried out to the domestic substitution of semiconductor equipment components. China's semiconductor domestic substitution process gradually deepened, has been carried out to the equipment parts link.
High technical barriers, overseas giants monopolize various sub-components, covering semiconductors, photovoltaics and other multi-industry equipment. Among the top 10 global semiconductor component suppliers in 2021, Zeiss ZEISS (optical lens),MKS instruments (MFC, RF power supply, vacuum products), UK Edward Edwards (vacuum pump),Advanced Energy (RF power supply),Horiba(MFC),VAT (vacuum valve),Ichor (modular gas delivery system and other components),Ultra Clean Tech (sealing system),ASML (optical components) and EBARA (dry pump).
Some categories take the lead in breaking through, and localization is advancing rapidly. In some categories such as vacuum valves, process valves and ultra-pure gas pipelines, some companies have seized this window period, with explosive growth and relatively low valuations. The semiconductor equipment industry has seen rapid growth in recent years, and the demand for independent control of upstream components is becoming increasingly strong. With the emergence of a number of outstanding domestic suppliers, we are optimistic that the domestic semiconductor components industry will benefit from the continued growth of downstream demand and the acceleration of localization.
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