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芯片行业调研报告ichaiyang 2024-06-12 13:08 33
1, What is the future development trend of gpu chips 2, Can you tell me more about the job prospects in the chip industry? 3, Current Situation of China's lithography machine in...

Chip Industry Research Report (Chip Market Research Report)

4. The employment prospects of semiconductor graduate students are very broadMost companies need professional technicians in the semiconductor field. Among them, large integrated circuit design companies, chip manufacturing enterprises, semiconductor equipment suppliers and research institutions are the main employment directions of semiconductor graduate students. In addition, in recent years, the rapid development of smart phones, tablet computers, the Internet, artificial intelligence and other industries has also provided a wider range of employment opportunities for graduate students majoring in semiconductors. 5, from the development trend of China's optical chip and the changes in the size of the optical chip market over the years, China's optical chip industry will continue to develop rapidly in the next five years. Although the low-end optical chip market is more competitiveStrong, but the industry prospects are better, the policy support is strong, there will still be a large number of enterprises in the future, with the optical module industry leading effect more obvious, China's high-end optical chip domestic substitution rate will also steadily increase.

6, the prospects are very good. Semiconductor engineers are the extrusion talents of the manufacturing industry, and there is a wide range of talent needs in various industries and industries, so as a qualified semiconductor engineer, you can go to many enterprises to show your ability.

Current situation of China's lithography machines in 2024 (with industryChain, head enterprise analysis)

"Even if I gave you the complete drawings, you couldn't build a lithography machine." In January 2022, "It is unlikely that China will independently develop top lithography technology, but it does not mean that it will not." Because I know the laws of physics are the same in China as they are here, never say never, they will definitely try.

Domestic lithography machine demand is highly dependent on imported lithography machine, also known as: mask alignment exposure machine, exposure system, lithography system, etc., is the core equipment for manufacturing chips, but also an important equipment for the research and development of photoresist materials.

Lithography machine unique onThe company is Shanghai Microelectronics Equipment (Group) Co., LTD. Shanghai Microelectronics Equipment (Group) Co., Ltd. is the only listed company in China with the R&D and production capacity of high-end lithography machines. As one of the core equipment in semiconductor manufacturing, lithography is very important for the development of integrated circuit industry.

The lithography machine for the production of chips is China's largest short board in semiconductor equipment manufacturing, the high-end lithography machine required by the domestic fab is completely dependent on imports, lithography machine is praised by the industry as the pearl in the crown of the integrated circuit industry, the technical threshold and capital threshold of research and development are very high.

How is the current investment environment of China's semiconductor industry?

Investment and financing regions are concentrated, and Shanghai, Beijing and Guangdong have become hot spots for investment and financing in the semiconductor industry. The IC design field has become the focus of investment, and the investment focus of the capital market is the chip design industry with relatively small capital investment and low equipment and technology constraints. The trend of mergers and acquisitions is obvious, and the enthusiasm for mergers and acquisitions of Chinese semiconductor companies is not high, and there are fewer integration cases.

Market growth: Benefit from the rapid development of downstream industries and consumer demand for smart devicesThe semiconductor market size is expected to continue to grow, bringing more business opportunities to all links of the industrial chain. Global cooperation: In the face of an increasingly complex global economic and trade environment, the semiconductor industry will pay more attention to international cooperation and exchanges to jointly promote technological progress and market prosperity.

The output and output value of power semiconductor discrete devices show a continuous growth trend. From 2015 to 2020, the output and output value of China's power semiconductor discrete devices have continued to rise. In 2020, China's output of power semiconductor discrete devices reached 488.5 billion, an increase of 8%. In the same year, the output value reached 16.6 billion yuan, a year-on-year increaseIt's three percent. MOSFET products show significant advantages in the market, and the demand is large.

Prospect - 2030: The main environment of the industrial chain reaches the international advanced level According to the development goals put forward in the "National Integrated Circuit Industry Development and Promotion Program", by 2015, the sales revenue of the integrated circuit industry will exceed 350 billion yuan; By 2020, the average annual growth rate of industry-wide sales revenue is more than 20%, and by the end of March 2021, both targets have been achieved.

Nonetheless, uncertainty about the policy and trade environment remains. The US government's guidance to ChinaInvestment is cautious and the new government is likely to take tougher measures. In addition, the issue of technology patents is also a major challenge, with the rise of local Chinese manufacturers, international manufacturers in the protection of patents may lead to the development of local enterprises.

The COVID-19 pandemic has had a huge impact on the global economy, and many industries, including semiconductor discrete devices, have been negatively impacted. According to Statista's forecast data, global discrete semiconductor device shipments will reach 463 billion in 2020. As the virus spreads around the world, global supply chains are disrupted and the duration of the quarantine remains uncertain. So as toMany manufacturing plants around the world have implemented shutdown controls to contain the spread of COVID-19.