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The semiconductor industry is mainly used in various high-tech products, including computers, hard disks, optical drives, mobile phones and other products. The semiconductor industry can make the volume of products smaller and smaller, and the power consumption is lower and lower. It is getting longer and longer. The emergence of smart phones represents a high degree of integration of materials technology, semiconductor technology and electronic technology. Let me talk about Huawei's latest mate20 Pro this mobile phone, which has the semiconductor technology is the most advanced technology, only 7 nanometer processing chip, driving 40 million pixels, three cameras, 4200 mAh battery.
The thickness of the whole mobile phone is only 8.6 mm, and it can continue to talk for 30 hours, and the standby time is up to 15 days. Huawei's Kirin chip 980 is the top water that semiconductor can currently achieve, using a seven-nanometer process, in a small chip. Integrated 6.9 billion transistors. Not only that, in order to make more products mechanized and increase their intelligence, semiconductors are becoming more and more important. Let's talk about the components of automobiles, engine batteries, controllers, etc. Smaller and smaller, AI chips are becoming more and more important for cars. It can be seen that the chip industry is the top priority of all smart products.
Comparing the semiconductor business between China and the United States, you will find that China is not much worse than the United States. Although the semiconductor industry originated in the United States, the advantages of the United States in all aspects are not so great. Let's take a look. First of all, the semiconductor industry is divided into several modules, namely materials, equipment, processing and manufacturing, chip design and other aspects, in which the material for manufacturing chips is called silicon wafer, and its purity needs to reach 99.9999999% (seven decimals after the decimal point). OK, where Japan occupies 50% of the market, followed by China, Taiwan, Germany and other countries, the United States has no advantage.
Let me talk about the equipment. There are three main steps in the manufacture of equipment. Silicon wafer manufacturing, wafer manufacturing, packaging testing, and wafer manufacturing are the most important. It takes more than 70% of the investment to build a crystal tube field, including the equipment for purchasing and manufacturing. The proportion is as high as 80%, and in its equipment, the high-end lithography machine is monopolized by the Netherlands, the deposition equipment is the first in the United States, and the etching machine is at the leading level in China. Among the three types of equipment, the United States only occupies one of them. Among them, the etching machine can achieve an accuracy of 20,000 parts in China, and will be manufactured by Huawei's 5 nanometer chip in the future.
The fab is a factory that produces chips. Among the whole of China, Taiwan's TSMC has the leading technology and has successfully produced seven-nanometer process chips. Huawei's Kirin 980 is a proud work. At the same time, South Korea's Samsung and Intel also have Good strength, so the fab is not monopolized by the US. The last chip design. In the chip design of the computer, Intel and AMD in the United States are undoubtedly dominant. The most important thing is that user habits and soft and hard are combined. It is difficult to break this monopoly.
However, domestic manufacturers such as servers, supercomputers, and smart phones are catching up. China's supercomputers and their ability to independently develop core new products have also released the Taishan series of server chips. The three giants in the country, Ali, Gree and Foxconn, have also entered the semiconductor industry. Like Ali, the main development of AI chips, Gree also wants to invest in the chip field, and Foxconn intends to invest in fabs in Zhuhai, transforming into high-end chip manufacturing, and the participation of these big players also illustrates the vigorous development of the domestic chip business.
