Semiconductors account for 70% of China's science and technology imports, and silicon wafer and equi
Release Time:2019-11-11 16:56:13
According to the 21st century economic report, on November 6, Credit Suisse AG, an international investment bank, released two reports in Shenzhen. As the United States added more Chinese enterprises to its list of entities, the process of China's technology localization became more urgent.
From the perspective of segmentation, in 2018, semiconductor memory imports reached US $122 billion (accounting for about 27% of science and technology imports), while other semiconductor products imports reached US $189 billion (accounting for about 42% of science and technology imports).
Wang Xiaoqiong, head of China's science and Technology Research Department of Credit Suisse, said that although China has invested huge resources in the localization of semiconductor production and design, so far, there have been relatively few achievements other than Huawei.
At present, China still has a large gap in advanced technology (storage and logic) semiconductor manufacturing. In the medium term, it may be difficult to get rid of the dependence on imported equipment and some key materials.
In the field of semiconductor logic devices, although China has accumulated strong advantages in integrated circuit design, back-end and mature wafer foundry nodes, it still lags behind in many fields. In the field of semiconductor equipment and silicon wafer, China is far behind in the field of silicon wafer and equipment, and this situation is difficult to break in the short term.
In the field of display, China is likely to take the leading position in thin film transistor (TFT) board, and is expected to succeed in OLED, but still lag behind in main tools and raw materials; South Korea is likely to withdraw from TFT field. In the component sector, China can rely on itself in most areas and is expected to gain more market share in key areas.
From the perspective of segmentation, in 2018, semiconductor memory imports reached US $122 billion (accounting for about 27% of science and technology imports), while other semiconductor products imports reached US $189 billion (accounting for about 42% of science and technology imports).
Wang Xiaoqiong, head of China's science and Technology Research Department of Credit Suisse, said that although China has invested huge resources in the localization of semiconductor production and design, so far, there have been relatively few achievements other than Huawei.
At present, China still has a large gap in advanced technology (storage and logic) semiconductor manufacturing. In the medium term, it may be difficult to get rid of the dependence on imported equipment and some key materials.
In the field of semiconductor logic devices, although China has accumulated strong advantages in integrated circuit design, back-end and mature wafer foundry nodes, it still lags behind in many fields. In the field of semiconductor equipment and silicon wafer, China is far behind in the field of silicon wafer and equipment, and this situation is difficult to break in the short term.
In the field of display, China is likely to take the leading position in thin film transistor (TFT) board, and is expected to succeed in OLED, but still lag behind in main tools and raw materials; South Korea is likely to withdraw from TFT field. In the component sector, China can rely on itself in most areas and is expected to gain more market share in key areas.
