On the afternoon of December 17, the inaugural meeting of the SEMI China Materials Committee and the SEMI China 2020 Equipment Committee meeting were held simultaneously in Wuzhen. The meetings of the two committees were organized by SEMI and undertaken by Tongxiang Municipal People's Government.
In his welcome speech at the two conferences, Ju Long, the global vice president of SEMI and the president of China, described the current semiconductor industry with "prosperous brows". This year, the sales of consumer electronics products have declined by 2-3%, but semiconductors have grown against the trend by more than 7%. China's growth far exceeds this ratio, which is estimated to be about 15%. Global equipment sales have reached a new high this year. According to statistics, the semiconductor equipment market has grown by 21% in the first ten months of 2020, of which mainland China has increased by 43% year-on-year, becoming the world's No. 1 region in terms of shipments. One industry forecast. The semiconductor material market is about flat this year and is expected to hit a new high in 2021. There is a big gap between the supply and demand of domestic semiconductor materials. After deducting the export value, the self-sufficiency rate of materials for integrated circuits in China in 2019 is about 10%. This is an opportunity for Chinese companies.
Ju Long concluded that we must rationally formulate strategies in the face of opportunities and continue to move forward steadily. As the so-called "prosperous and frivolous, please don't let go of your eyebrows"; Julong also uses "innovation highland?talent as the peak". Emphasizing that innovation and talents are indispensable elements for the sustainable development of enterprises, innovation is the last word, but the road ahead is long and tortuous. As the saying goes, "the innovation highland has a long way to go, and talents are the peak of comfort."
SEMI China Materials Committee Inaugural Meeting
On December 17, the inaugural meeting of the SEMI China Materials Committee was successfully held in Wuzhen. More than 30 leaders from leading semiconductor materials companies at home and abroad gathered in Wuzhen to witness the official establishment of the SEMI China Materials Committee.
President Julong officially announced that the Executive Vice President of Shanghai Silicon Industry Group, and Dr. Li Wei, Chairman of Shanghai Xinsheng and Xinao Technology, served as the chairman of the SEMI China Materials Committee, and awarded the chairman nameplate.
In his speech, Dr. Li Wei expressed his gratitude to SEMI China for setting up the materials committee platform, and hoped to unite everyone to do more activities, communicate more, and contribute more to the industry.
Subsequently, Julong issued certificates to the 17 first committee members one by one. The chairman of the committee and the committee members will actively cooperate to achieve the goals of the SEMI China Materials Committee: strengthen domestic and foreign exchanges and cooperation in the semiconductor material industry; accelerate the development of innovative technologies and commercial applications; promote the development of industrial ecology and supply chain.
Allan Gabor, President of Merck China, introduced its strategy of maintaining success in its 350-year history and its localization strategy of "base on China and serve China". He mentioned that Merck has issued a new Chinese brand logo and invested in the construction of the "Merck Electronic Technology China Center" in Shanghai to help Chinese companies innovate in the electronics market and empower China's digital economy and electronic information industry.
In the second half of the strategy discussion, the guests had an in-depth discussion on "Innovation to Change the Future-Ten Years Vision of the Materials Industry". Review history, analyze the present, and look forward to the future. Terminal changes such as 5G, electric vehicles, and AI will inevitably be transmitted to the material industry at the core upstream of the supply chain. Many emerging technologies may have a disruptive impact on the industry, and opportunities and challenges coexist. Semiconductor material manufacturers should seize the opportunity, actively deploy, balance production capacity and inventory, external cooperation and internal R&D, strengthen their core capabilities, and open up cooperation.
SEMI China 2020 Equipment Committee Meeting
Zhang Guoming, chairman of the SEMI China Equipment Committee and general manager of Huahai Zero2IPO, expressed his gratitude to SEMI for creating such a good opportunity in his welcome speech, and thanked all members for taking the time to gather in Wuzhen. He mentioned that the semiconductor industry is relatively special. In the case of insufficient production capacity, customers have a demand for capacity expansion, especially the demand for downstream equipment and materials. In today's general environment, the Chinese market industry chain needs to consider the localization and localization of suppliers.
Yang Shaohui, chief of the Bank of China Securities Industry, introduced the world’s major semiconductor equipment companies, including AMAT, ASML, TEL, LamResearch, SCREEN, DNS, KLA, ASM International, and business analysis in China. He pointed out that the world’s leading semiconductor equipment companies have continued to grow at a high performance. , They monopolized most of the domestic market. In the revenue structure of these companies in the third quarter of 2020, the revenue from mainland China accounted for 30%, the highest in the world. He also introduced the degree of dependence of some local production lines on international semiconductor equipment companies, and also mentioned the domestic wafer production lines CMP, CVD, PVD, etching, cleaning, ion implantation, heat treatment, coating development equipment and photolithography. The competitive landscape of the machine.
In the second half of the strategy seminar, the guests participated in a heated discussion on the theme of "strategic seminar-the rise and fall of the capital tide, where will the industry go", including: where will the industry grow in the next ten years, and whether the equipment industry may be Subversion, new technology, biotechnology, etc.? Screening and assessing related risks of M&A targets during rapid expansion. Is the industry's cold winter possible, and the photovoltaic industry is warning? The risk of the transfer of the semiconductor industry, as the cost of the mainland increases, will it be transferred to Southeast Asia (Vietnam), India, etc., or even return to the United States in the next ten years? How will the industry respond? For example, Samsung’s head FAB, industrial mergers and acquisitions, elimination of corporate cultural differences, within ten years, silicon will continue to build a domestic and international dual cycle, and the industry will not transfer in ten years.
Ju Long specifically quoted President Xi Jinping’s speech at the Symposium of Scientists on September 11: “The more we face the blockade and suppression, the less we can engage in self-enclosure and self-isolation. Instead, we must implement more open, inclusive, mutually beneficial international scientific and technological cooperation. Strategy." This year marks the 50th anniversary of SEMI. As a bridge for cooperation between Chinese and foreign semiconductor companies, SEMI will continue to play this role and work with member companies to promote the sustainable and healthy development of China's semiconductor industry.
Since 2014, Wuzhen, an ancient city of pink, willow, green and fragrant birds, has become the permanent venue of the World Internet Conference. Since then, this historical and cultural town has relied on high-tech technology to transform into a "smart town" and a microcosm of China's Internet development.