Cov tuam txhab teev npe loj hauv kev lag luam: Tam sim no cov tuam txhab lag luam hauv tsev tau teev nyob rau hauv kev lag luam thib peb tiam neeg feem ntau suav nrog Tuam Tshoj Resources Micro (688396), Sanan Optoelectronics (600703), Silan Micro (600460), Wingtech (600745), Xinjie Zog (605111) , Roshow Technology (002617), Star Semiconductor (603290), thiab lwm yam.
Cov ntaub ntawv tseem ceeb ntawm tsab xov xwm no: Kev faib tawm thib peb tiam semiconductor, SiC, GaN hluav taws xob hluav taws xob thiab GaN microwave xov tooj cua zaus tso tawm tus nqi, SiC, GaN hluav taws xob hluav taws xob thiab GaN microwave xov tooj cua zaus ua lag luam
Kev Lag Luam Txheej Txheem
1, lus
Cov ntaub ntawv dav dav ntawm cov khoom siv semiconductor sawv cev los ntawm silicon carbide (SiC), gallium nitride (GaN), zinc oxide (ZnO), pob zeb diamond, thiab txhuas nitride (AIN) yog hu ua cov khoom siv semiconductor thib peb thiab tam sim no kuj paub tab. Cov no yog silicon carbide (SiC) thiab gallium nitride (GaN).
Piv nrog rau cov khoom siv ib txwm siv, cov khoom siv semiconductor tiam thib peb yog qhov tsim nyog rau kev tsim cov khoom siv hluav taws xob ntau thiab cov khoom siv hluav taws xob uas muaj zog tiv taus kub, siab voltages, thiab cov hluav taws xob siab. Yog li ntawd, lub thib peb tiam semiconductors ua nyob rau hauv lub hauv paus ntawm lawv muaj ib tug wider band sib txawv, Muaj ntau yam zoo xws li siab dua tawg hluav taws xob teb, siab dua kub conduction zaus, thiab muaj zog hluav taws xob tiv thaiv yog dav siv nyob rau hauv ib puag ncig xws li kub, high zaus, thiab muaj zog hluav taws xob.
Qhov thib peb tiam semiconductors feem ntau suav nrog silicon carbide (SiC), aluminium nitride (AlN), gallium nitride (GaN), pob zeb diamond, thiab zinc oxide (ZnO). Ntawm lawv, silicon carbide (SiC) thiab gallium nitride (GaN) hu ua ua ke Nws yog" dual hero" ntawm cov khoom siv semiconductor thib peb thiab ib tus neeg sawv cev ntawm cov khoom siv semiconductor thib peb.
2. Kev soj ntsuam ntawm cov saw hlau: cov saw hlau muaj ntau qhov txuas
Qhov thib peb-tiam semiconductor kev lag luam saw yog muab faib ua upstream raw khoom mov, midstream thib peb-tiam semiconductor manufacturing thiab downstream thib peb-tiam semiconductor ntaus ntawv txuas. Cov ntaub ntawv raw khoom muaj xws li substrates thiab epitaxial wafers; lub midstream suav nrog lub thib peb tiam version ntawm Olympic lub cev tsim, wafer manufacturing thiab ntim thiab kuaj; lub downstream yog lub thib peb tiam semiconductor ntaus ntawv daim ntaub ntawv, xws li microwave xov tooj cua zaus li, hwj chim hluav taws xob li thiab optoelectronic li. Kev lag luam saw ntawm Tuam Tshoj' lub thib peb-tiam semiconductor kev lag luam yog raws li nram no:
Muaj cov lag luam hauv tsev koom nrog hauv txhua qhov kev sib txuas ntawm cov khoom lag luam thib peb. Cov tuam txhab lag luam hauv tsev koom nrog cov khoom siv hauv tsev feem ntau siv Roshow Technology, Sanan Optoelectronics, Tianke Heda, Shandong Tianyue, Weiwei Technology, Keheng Crystal, Gallium Aluminium Optoelectronics, thiab lwm yam.; manufacturers koom nyob rau hauv zus tau tej cov epitaxial wafers mas muaj xws li Hantian Tiancheng, Dongguan Tianyu, Jingzhan Semiconductor, Joneng Jingyuan, Innosecco, thiab lwm yam Suzhou Energy News, Sichuan Yifeng Electronics, Suzhou lub koom haum ntawm Nanotechnology, Suav Academy ntawm Sciences, thiab lwm yam.; muaj ntau lub tuam txhab tsim khoom ntawm peb tiam semiconductor, suav nrog BYD Semiconductor, Wingtech, Tuam Tshoj Resources Micro, Silan Micro, Star Semiconductor, Yangjie Technology, Tyco Tianrun thiab lwm yam.
Txoj kev txhim kho kev lag luam: lub sijhawm nce yog luv luv
Tuam Tshoj tus thib peb tiam semiconductors tau tshwm sim rau lub sijhawm luv luv. Hauv xyoo 2013, Ministry of Science thiab Technology's 863 txoj kev npaj ua ntej tau teev npe thib peb-tiam semiconductor kev lag luam raws li kev lag luam tsim kev lag luam rau kev ua tsov rog hauv tebchaws.
Nyob rau hauv 2016, thawj xyoo ntawm lub thib peb-tiam semiconductor txoj kev loj hlob, lub National New Industry Development Group ntawm lub xeev Council teev lub thib peb semiconductor kev lag luam raws li ib tug kev loj hlob tsom. Cov tuam txhab lag luam hauv tsev tau nthuav dav lawv cov peev txheej hauv peb lub semiconductor R& D cov haujlwm, thiab kev lag luam nkag mus rau lub sijhawm ntawm kev loj hlob sai.
Thaum Lub Ib Hlis 2018, CRRC Times Electric tau tsim thawj 6-nti silicon carbide ntau lawm kab hauv Suav teb; nyob rau hauv 2018, Tyco Tianrun tau tsim thawj domestic silicon carbide ntaus ntawv ntau lawm kab; Thaum lub Cuaj Hlis 2019, Sanan Kev Sib Koom Tes tau ua tiav cov kab tsim khoom hauv tsev. Thawj 6-nti gallium nitride (GaN) thiab gallium arsenide (GaAs) epitaxial nti ntau lawm kab tau muab tso rau hauv ntau lawm. Thaum Lub Xya Hli 2020, Tuam Tshoj Resources Micro tshaj tawm cov kev tsim khoom loj ntawm Tuam Tshoj' thawj 6-nti kev lag luam SiC wafer ntau lawm kab.
Thaum lub Cuaj Hlis 2020, qhov thib peb tiam semiconductor tau sau rau hauv" 14th Tsib Xyoo Plan", thiab kev lag luam raug thawb mus rau pem hauv ntej.
Kev lag luam kev loj hlob raws li txoj cai
1. Qhov ntsuas ntawm cov nqi tso zis loj hlob tawm tsam tus qauv
Nrog rau txoj kev loj hlob ntawm kev lag luam xws li 5G thiab lub zog tshiab tsheb, qhov ntsuas ntawm qhov kev thov rau tiam thib peb semiconductors tau tuav txoj kev loj hlob sai. Nyob rau tib lub sijhawm, qhov cuam tshuam ntawm Sino-US kev lag luam ua tsov rog tau coj txoj hauv kev txhim kho rau cov khoom siv hluav taws xob thib peb hauv tsev. Xyoo 2020, nyob rau hauv keeb kwm yav dhau los ntawm kev loj hlob tsis muaj zog ntawm kev lag luam loj hauv kev lag luam semiconductor, kuv lub teb chaws' kev lag luam thib peb-tiam semiconductor yuav ua tiav kev loj hlob tawm tsam tus qauv.
Xyoo 2020, tag nrho cov nqi tso tawm ntawm kuv lub teb chaws' qhov thib peb-tiam semiconductor kev lag luam, hluav taws xob hluav taws xob thiab xov tooj cua zaus hluav taws xob, yuav tshaj 10 billion yuan, ib xyoos ib zaug nce ntawm 69.5% piv rau 2019.
Ntawm lawv, tus nqi tsim tawm ntawm SiC thiab GaN hluav taws xob hluav taws xob tau mus txog 4.47 billion yuan, nce 54% xyoo-rau-xyoo; tus nqi tso zis ntawm GaN microwave xov tooj cua zaus mus txog 6.08 billion yuan, nce 80.3% xyoo-rau-xyoo.
2, lub peev xwm ntau lawm tau nce ntau tab sis cov khoom siv tseem tsis txaus
Raws li CASA cov ntaub ntawv, txog rau thaum xaus ntawm 2020, kuv lub teb chaws' s SiC conductive substrate hloov dua siab tshiab 4-nti muaj peev xwm ntau lawm yog hais txog 400,000 daim / xyoo, SiC-on-SiC epitaxial wafers hloov 6-nti ntau lawm muaj peev xwm. yog li ntawm 220,000 daim / xyoo, SiC-onSiC li / modules (4/6 inch tshaj) Lub peev xwm ntau lawm yog li ntawm 260,000 daim / xyoo.
GaN-on-Si epitaxial wafers hloov dua siab tshiab 6-nti muaj peev xwm yog kwv yees li 280,000 daim / xyoo, thiab GaN-on-Si pab kiag li lawm / modules hloov 6-nti muaj peev xwm yog kwv yees li 220,000 daim / xyoo.
Txawm li cas los xij, nrog rau kev txhim kho lub zog tshiab tsheb, 5G, PD them ceev ceev thiab lwm yam kev lag luam, kuv lub teb chaws' s domestically tsim cov khoom thib peb tiam semiconductor tsis tuaj yeem ua tau raws li kev lag luam loj. Tam sim no, ntau tshaj 80% ntawm cov khoom tau raug xa tuaj. Nws tuaj yeem pom tias cov khoom lag luam semiconductor thib peb muaj qhov chaw hloov pauv loj hauv tsev.
3. Kev lag luam nplai ntawm cov khoom siv hluav taws xob hluav taws xob yog ze rau 5 billion yuan
Los ntawm 2017 txog 2020, Tuam Tshoj' s SiC thiab GaN lub zog hluav taws xob cov khoom siv hluav taws xob ua lag luam tau loj hlob sai. Xyoo 2020, SiC thiab GaN lub zog hluav taws xob siv hluav taws xob siv hluav taws xob ua lag luam yuav ncav cuag 4.68 billion yuan, ib xyoos ib zaug nce ntawm 90%.
Xyoo 2020, kev lag luam loj ntawm kuv lub teb chaws' cov khoom siv hluav taws xob semiconductor discrete yog kwv yees li 300.26 billion yuan, thiab daim ntawv thov nkag ntawm SiC thiab GaN lub zog hluav taws xob cov khoom siv hluav taws xob yog li 1.56%.
Tam sim no, GaN feem ntau yog siv nyob rau hauv cov teb ntawm xov tooj cua zaus thiab them ceev ceev. SiC feem ntau yog siv nyob rau hauv kev ua lag luam ntawm lub zog tshiab tsheb thiab them pawg. kuv lub teb chaws yog lub ntiaj teb loj tshaj plaws tshiab lub zog tsheb lag luam. Kev nkag mus ntawm cov khoom siv semiconductor thib peb hauv kev ua haujlwm ntawm lub zog tshiab lub tsheb them pawg yog nrawm dua li ntawm lub khw muag tsheb, suav txog 38%; Cov neeg siv khoom siv hluav taws xob (PFC) suav txog 22%; photovoltaic inverters Accounted rau 15%; cov khoom siv hluav taws xob thiab kev lag luam, cov khoom siv hluav taws xob tsis cuam tshuam UPS, cov chaw them nyiaj ceev, thiab cov motors muaj 6%, 3%, 3%, thiab 1% feem.
Xyoo 2020, kev lag luam loj ntawm kuv lub teb chaws' s GaN microwave xov tooj cua zaus yuav yog kwv yees li 6.61 billion yuan, ib xyoos ib zaug nce ntawm 57.2%. Ntawm lawv, qhov ntsuas ntawm kev tiv thaiv tub rog thiab kev siv aerospace yog 3.48 billion yuan, uas tau dhau los ua qhov tseem ceeb tsav tsheb rau GaN xov tooj cua zaus.
Lub teb chaws tiv thaiv tub rog thiab aerospace daim ntawv thov yog lub ntsiab daim ntawv thov thaj chaw ntawm kuv lub teb chaws' s GaN microwave xov tooj cua zaus. Kev lag luam loj hauv xyoo 2020 yuav suav txog 53% ntawm tag nrho GaN xov tooj cua zaus khoom lag luam; ua raws li wireless infrastructure, nrog rau downstream lag luam accounting rau 36%.
Kev lag luam kev sib tw qauv
1. Cov qauv kev sib tw hauv cheeb tsam: Jiangsu Xeev muaj cov neeg sawv cev tshaj plaws thib peb cov tuam txhab semiconductor
Tam sim no, kuv lub teb chaws' tus thib peb tiam semiconductors tau pib tsim tsib qhov kev loj hlob tseem ceeb, suav nrog Beijing-Tianjin-Hebei-Lu, Yangtze River Delta, Pearl River Delta, Fujian Delta, thiab Midwest.
Los ntawm qhov kev xav ntawm lub regional faib ntawm kuv lub teb chaws' lub thib peb-tiam semiconductor kev lag luam kev lag luam saw tuam txhab uas muag, lub thib peb-tiam semiconductor kev lag luam saw tuam txhab uas muag tau faib nyob rau hauv feem ntau lub xeev nyob rau hauv lub teb chaws. Ntawm lawv, Henan Xeev muaj ntau tshaj plaws ntawm cov tuam txhab semiconductor thib peb, thaum cov tuam txhab hauv Shandong, Jiangsu, thiab Gansu kuj tseem muaj zog.
Los ntawm qhov kev xav ntawm kev faib khoom ntawm cov tuam txhab sawv cev, Jiangsu Xeev muaj cov neeg sawv cev tshaj plaws thib peb cov tuam txhab semiconductor, xws li Suzhou Navitas, Jingzhan Semiconductor, thiab Innosecco. Nyob rau tib lub sijhawm, cov tuam txhab sawv cev hauv Guangdong thiab Shandong kuj muaj ntau lub tuam txhab sawv cev.
2. Cov neeg sib tw toj roob hauv pes: cov tuam txhab tseem ceeb ua kom lawv nthuav dav
Tom qab kev txhim kho thawj zaug, cov khoom siv hluav taws xob thib peb tau siv sai sai hauv cov tsheb tshiab, 5G hauv paus chaw nres tsheb, PD them ceev ceev thiab lwm qhov chaw, thiab kev lag luam nplai tau loj hlob sai. Nyob rau tib lub sijhawm, kev sib tw hauv kev lag luam tau maj mam nce ntxiv. Txhawm rau ua kom tau raws li kev xav tau ntawm kev lag luam thiab tuav txoj haujlwm ua lag luam, cov tuam txhab lag luam tseem ceeb hauv tsev semiconductor tau ntxiv dag zog rau lawv cov txheej txheem hauv kev lag luam thib peb ntawm semiconductor thiab nthuav dav cov peev txheej tsim khoom ntawm peb tiam semiconductors. Ntawm lawv, cov tuam txhab sawv cev tseem ceeb suav nrog San' ib qho Optoelectronics, CLP 55, thiab Tyco Tianrun.
Kev lag luam kev loj hlob zeem muag thiab kev kwv yees
1. Cov nplai ntawm kev lag luam yuav tsum tshaj 50 billion yuan hauv 2025
Qhov thib peb tiam semiconductor tau sau rau hauv" 14th Tsib Xyoo Plan". Nyob rau hauv cov ntsiab lus ntawm kev txhawb nqa ntawm lub teb chaws txoj cai thiab kev loj hlob ntawm downstream xav tau, nws yog kwv yees hais tias los ntawm 2021-2025, kuv lub teb chaws' s SiC thiab GaN fais fab khoom siv hluav taws xob cov khoom siv hluav taws xob ua lag luam yuav loj hlob ntawm kev loj hlob txhua xyoo. ntawm 45% mus rau ze li ntawm 30 billion yuan hauv 2025; GaN Microwave Kev lag luam loj ntawm cov khoom siv xov tooj cua zaus yuav loj hlob mus rau 20.5 billion yuan hauv 2025 ntawm kev loj hlob txhua xyoo ntawm 25.4%. Tag nrho cov lag luam loj ntawm tiam thib peb semiconductors yuav tsum tshaj 50 billion yuan hauv 2025.
2, tus txheej txheem ntawm localization yuav nrawm
Nyob rau hauv lub neej yav tom ntej, nyob rau hauv cov nqe lus ntawm kev ua lag luam kev sib tw tiam sis, lub localization tus nqi ntawm kuv lub teb chaws's thib peb-tiam semiconductor kev lag luam yuav tob; nyob rau hauv cov nqe lus ntawm kev txhim kho cov khoom, qhov kev thov rau SiC yuav nce; hais txog kev txhim kho thev naus laus zis, cov teeb meem xws li loj-loj Si-raws li GaN epitaxy yuav nce. Yuav muaj kev vam meej.