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China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
China Semiconductor Industry 2009
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China Semiconductor Industry 2009

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  • 1. SEMI半导体产业网 www.semi.org.cn China Semiconductor and PV Market Overview Lily Feng Manager, Industry Research & Statistics SEMI China lifeng@semi.org SEMICON Japan Dec 02, 2008 1
  • 2. SEMI半导体产业网 www.semi.org.cn Agenda • China Semiconductor Fab Equipment and Material Market – China Semiconductor Fab Market – China Semiconductor Fab Material Market – China Semiconductor Fab Equipment Market – China Parts and Spares Market • China PV Market • Summary 2
  • 3. SEMI半导体产业网 www.semi.org.cn China Annual GDP Growth Rate (2000 – 2009) 3 Source: IQTE (Institute of Quantitative & Technical Economics )
  • 4. SEMI半导体产业网 www.semi.org.cn Market Drivers & Supply Chain: The Local Supply-Demand Gap Drives “Silicon Rush” in China China IC Market Demand vs. Domestic IC Supply in 2000-2010 8% 120 102 Portion of Domestic Supply 7% 100 China IC Market (US$B) 91 85 6% 75 80 5% 57 4% 60 48 42.9 3% 34.4 40 27.6 2% 20 20 11 1% 6.0 5.3 5.2 5.1 3.9 2.806 2.184 0.426 0.497 0.574 0.729 0% 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 CN Total IC market Demand CN Domestic Supply Domestic Supply of Total Demand(%) Source: CSIA, iSuppli, IC Insights, SEMI Industry Research and Statistics, Oct 2008 4
  • 5. SEMI半导体产业网 www.semi.org.cn Government is the Biggest Investor • Semiconductor Investment: – Government co-invested in projects with a total of $6.6B in the past 5 years – Government is likely to invest total of over $20B in the next 5 years • Suzhou, Wuxi, Shangdong, Shanghai, Shenzhen, Dalian – Central Government will put $30B in semiconductor (semiconductor equipment and material are included) and software industry from 2008 to 2020 5
  • 6. SEMI半导体产业网 www.semi.org.cn Semiconductor Wafer Fabs in China Legend SMIC Fab 4 300 mm SMIC Fab 7 200 mm JSMC Fab-x 150 mm Site in production or SMIC Fab 5 300 mm * ramp SMIC Fab 6 Backend Site under construction SGNEC Fab 1 150 mm * Site equipping CSMC-IMECAS 150 mm Site in plan City of population >7M City of population <7M Capital Jiling Shenyang Nantong GMIC Fab 1 200 mm * Wuxi Dalian Beijing Hynix-ST Fab C1 200 mm Intel Fab 68 300 mm Hynix-ST Fab C1 300 mm Hynix-ST Fab C2 300 mm * Tianjing Suzhou Hejian Fab 1 200 mm CSMC Fab 1 150 mm Hejian Fab 2 300 mm CSMC Fab 2 200 mm * PowerChip 200 mm CSWC Fab 2 150 mm Kushan IC Spectrum 200 mm Anadigics 150 mm Xiyue Fab 1 150 mm Xian WXIC Fab 1 300 mm * Cension Fab 1 200 mm Shanghai Chengdu Chongqin Wuhan ProMOS Fab x 200 mm * ProMOS Fab X 300 mm Leshan SMIC Fab 1 200 mm SMIC Fab 2 200 mm SMIC Fab 3 Backend Fuzhou LPSC Fab 1 150 mm GSMC Fab 1 200 mm GSMC Fab 2 200 mm GSMC Fab 3 300 mm Hangzhou Silan Fab 2 150 mm HHNEC Fab 1 200 mm Guangzhou Ningbo SinoMOS Fab 1 150 mm HHNEC Fab 2 200 mm Hong Kong HHNEC Fab 1C 200 mm HHNEC Fab x 300 mm Fushun Microelectronics Fab 2 150 mm ASMC Fab 2 150 mm ASMC Fab 3 200 mm ASMC Fab 4 200 mm BCD Fab 1 150 mm BCD Fab 2 200 mm Zhuhai ACSMC Fab 1 150 mm TSMC Fab 10 200 mm Shenzhen Founder Electronics 150 mm Belling Fab 2 150 mm Founder Electronics 150 mm SMIC Fab 8 300 mm SMIC Fab X 300 mm SMIC Fab 9 CIS SMIC Fab X 200 mm SMIC Fab 10 Photo.V 6 Source: SEMI (April 2008)
  • 7. SEMI半导体产业网 www.semi.org.cn China Fab Capacity by Wafer Size Fab Capacity in China by Wafer Size 1600 1400 K wpm (in 200mm wafer equivalent) 1200 1000 800 600 400 200 0 2001 2002 2003 2004 2005 2006 2007 2008(F) 2009(F) 2010(F) 300mm Capacity 200mm Capacity 150mm Capacity 125mm Capacity (k wpm in 200mm wafer equivalent, 2001-2010 7 Source: SEMI Industry Research and Statistics, Nov. 2008
  • 8. SEMI半导体产业网 www.semi.org.cn Fab Material Break Down in China Market Fab Material Break Dow n in China Market (US$ Million) 1,600 1,400 1,200 1,000 800 600 400 200 0 2003 2004 2005 2006 2007 2008 (F) 2009 (F) 2010 (F) Silicon Photomasks Photoresists Photoresist Ancilliaries Gases Wet Chemicals Targets CMP Other 8 Source: SEMI Industry Research and Statistics, Nov.2008
  • 9. SEMI半导体产业网 www.semi.org.cn Wafer Fab Process Equipment Spending in China Wafer Processing Equipment Spending in China 3000 120% % of New Eq. Spending on 300mm 2500 100% 2000 80% US$ Million 1500 60% 1000 40% 500 20% 0 0% 2000 2001 2002 2003 2004 2005 2006 2007 2008(F) 2009(F) 2010(F) New Wafer Process Equipment Total Wafer Process Equipment 300mm Tools (% of New Equipment) Source: SEMI Industry Research and Statistics, Nov.2008 9
  • 10. SEMI半导体产业网 www.semi.org.cn Category of Domestic Fab Equipment Supplier • Traditional Fab Equipment Supplier – Research Institution Rooted – State Owned Company • New Fab Equipment Supplier – Experienced Overseas Returnee – Owner of Key Government Project 10
  • 11. SEMI半导体产业网 www.semi.org.cn Domestic Fab Equipment Supplier Profile -- Differentiation between Two Types of Supplier Traditional Differentiation New Supplier Supplier Company Size ~1000 people ~200 people Master & PhD<=10% / 50%>=Master / Talent Low labor cost High labor cost Capital & Revenue Self-Sufficiency Funding/VC/Loan Target Market Mainland-China Global Market 100-200mm/ 200-300mm/ Technology >=0.25um <=100nm Self-Developed/ IP Collaboration Self-Developed/License 11 Source: “China Domestic Fab Equipment Suppliers” 2008 June, SEMI
  • 12. SEMI半导体产业网 www.semi.org.cn Domestic Fab Equipment Suppliers Overview Products Segment Company Exposure & Write Equipment SMEE CECT 45 CECT 48 AdvanTools SevenStar SIAYUAN Photoresist Processing Equipment AMEC NMC Sevenstar CETC 48 Etch Equipment SevenStar CETC 45 SIAYUAN Surface Conditioning Equipment SevenStar CETC 48 Thermal Process Equipment ZKX CETC 48 Ion Implant Equipment Thin Film Deposition Equipment AMEC NMC SKY (CVD/Sputter/Electroplating/electro deposition) Inspection & Measurement Equipment 2 Start-up CMP Equipment CETC 48 CETC 45 ACM Other Wafer Processing (OWP) Wafer Manufacturing LZR XAUT JYT JingYi 12 Source: “China Domestic Fab Equipment Suppliers” 2008 June, SEMI
  • 13. SEMI半导体产业网 www.semi.org.cn China Leading Domestic Supplers Sales Break Down 2005 2006 2007 2008(E) Semiconductor Equipment Growth Ratio 21% 38% 32% 1% Solar Equipment Growth Ratio 9% 52% 75% 57% Total Growth Ratio 16% 42% 40% 50% 13 Source: “China Domestic Fab Equipment Suppliers” 2008 June, SEMI
  • 14. SEMI半导体产业网 www.semi.org.cn China Spare Parts Market Driving Force • Local Manufacturing Capability – Flow Control – Power Supply – Quartz – Ceramic – Vacuum – Machining – Material Handling • Driving Force – Fab – Local Equipment Supplier – Oversea Equipment OEM – Used Equipment Supplier 14
  • 15. SEMI半导体产业网 www.semi.org.cn Localization Case Study Locally Imported Localized Parts and manufactured Subsystem Category Cost Volume Cost Volume Machining System 90% 7% 10% 93% Mechanical System <10% >90% >90% <10% Electronical System 29% 68% 71% 32% Control Software - - 100% 100% 15
  • 16. SEMI半导体产业网 www.semi.org.cn Challenge VS. Opportunity • Management Mind Set • Standard Operation Process - Consistency • Technology Challenge – Special Processes – Raw Material (Aluminium /Ceramic /Quartz /Nickel) • Intellectual Property 16
  • 17. SEMI半导体产业网 www.semi.org.cn Assembly Plants in China 17
  • 18. SEMI半导体产业网 www.semi.org.cn Agenda • China Semiconductor Fab Equipment and Material Market – China Semiconductor Fab Market – China Semiconductor Fab Material Market – China Semiconductor Fab Equipment Market – China Parts and Spares Market • China PV Market • Summary 18
  • 19. SEMI半导体产业网 www.semi.org.cn Polysilicon Project in China Linzhou Renesola JV 210T Luoyang China Silicon 900T Xining Asia Silicon 0T Xuzhou Zhong Neng(GCL) 1500T Yangzhou Shunda 50T YaAn YongWang 50T Shanghai Lengguang 45T E`mei 350T Leshan Xinguang 800T Leshan Yongxiang 250T Wuxi Zhongcai 280T Leshan Dongqi 50T Xinyu LDK Solar 15- Chongqing Daco group 400T 25T Yichang Nanbo(CSG) 30T 19 Source: SEMI
  • 20. SEMI半导体产业网 www.semi.org.cn China Solar Grade Silicon Demand & Supply 20 Source: SEMI, Company Report, Solarbuzz
  • 21. SEMI半导体产业网 www.semi.org.cn Solar Cell Manufacturers in China 2008 / 2009 Yingli 400MW / 600MW Jing Ao 600MW / 1000MW 2008 / 2009 Suntech 1000MW / 1000MW SolarFun 360MW / 420MW China Energy 320MW / 480MW CSI 270MW / 400MW Jetion 100MW / 100MW Trina Solar 350MW / 500MW 21
  • 22. SEMI半导体产业网 www.semi.org.cn China VS. Worldwide Solar Cell Production China VS Worldwide Solar Cell Production 12000 10000 8000 6000 4000 2000 0 2004 2005 2006 2007 2008(E) 2009(F) 2010(F) CN Production WW Installed WW Production 2004 2005 2006 2007 145 420 1050 CN Production (MW) 53 CN of WW Production (MW) 5% 9% 20% 26% 22 Source: SEMI, Solarbuzz, Glodman Sachs
  • 23. SEMI半导体产业网 www.semi.org.cn Summary • China semiconductor fab capacity will continuous grow with the support from government in long term. • New semiconductor fabs added China will be mainly 200-300mm fabs, which will total >83% of total fab capacity by 2010. • 300 mm equipment will represent most of the new wafer equipment spending in China. Domestic equipment suppliers have started selling 300mm equipment. • Semiconductor equipment and material players benefit from Solar Industry. • With the demand in solar cell manufacturing, a very large number of polysilicon projects are now running in China. Spot market silicon price drop about 50% in the past few weeks. 23
  • 24. SEMI半导体产业网 www.semi.org.cn Thank You! 24

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