Gartner: The degree of localization of China's semiconductor manufacturing industry continues to increase
Release Time:
2023-06-26
According to the study, Chinese companies have made significant progress in some aspects of semiconductor manufacturing materials, wafer manufacturing equipment and device manufacturing process technology. In some semiconductor manufacturing materials such as silicon wafers, electronic special gases, and CMP materials, Chinese companies have been able to support chip manufacturing at mature process nodes. In major semiconductor manufacturing processes such as deposition, etching, ion implantation, CMP, and cleaning, Chinese equipment manufacturers can support 28nm or even 14nm process node manufacturing in some process steps. Some products can support the 5nm process node in some process steps.
Chinese material and equipment suppliers can seize the opportunity of semiconductor manufacturers to expand the capacity of fabs and increase their market share in the field of manufacturing of mature process nodes. In addition, in order to reduce the risk of global supply chain disruption, Chinese semiconductor manufacturers will speed up the verification process and increase the procurement of materials and equipment from domestic suppliers, which will further promote the development of the local ecosystem.
Chinese manufacturers still lack key technical capabilities in advanced photoresists, high-end lithography equipment and the most advanced process device manufacturing processes. In addition, various export restrictions in the United States (one of the reasons for the disruption of global supply) have further constrained the development of China's indigenous advanced semiconductor manufacturing technology capabilities.
Gartner estimates that by 2027, in China's semiconductor manufacturing of mature process nodes above 28nm (including traditional process nodes), the proportion of key raw materials and key wafer manufacturing equipment from domestic manufacturers will exceed 50%. The degree of localization of China's advanced process node semiconductor manufacturing continues to increase, but the speed is far lower than that of mature process node manufacturing. Its localization requires more efforts from domestic manufacturers.
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