Resurgence incident aroused home ” Chinese core ” upsurge. AThe marketOn, chip can accuse a concept to also be heated up greatly immediately independently. However, rising enthusiastic backside, the control of a few company that is beautiful day Europe accuses the reality of core technology, chinese semiconductorEquipmentHomebred the way that change still allows to weigh and the path is far.

of Wang Hai of every classics reporter? ? Wang Jiaqi of collect of every warp knitting

Give a person with the fish, be inferior to giving a person with fishing. One should take practical steps to achieve one’s aims, be inferior to retreating and spin.

Old saying character, want to have a fish, learn to fish first; Want to fish, learn to spin first.

Resurgence communication meets with the United States ” ban ” , for a short while, chip ” be in an emergency ” . Then, people calls the nation went out ” Chinese core ” . AThe marketOn, chip can accuse a concept to also become big heat independently.

But, in rising mood, very few somebody sees, we are short of not only ” core ” , connect evenProductionOf chipEquipment, also be accused by the palm of place of a few company of beautiful day Europe.

Semiconductor equipment is homebred change rate only 12%

Guide in what chip can accuse this one heat independently below, chip is homebred last week influence an index (884160) go up greatly 9.53% , since from this year the first ten days of a month saw an end in Feburary, this one index is the most rising exceed 50% . 47 composition from the index in light of, basically center in of all kinds chipMakeeach link, also there is no lack of among them A in a few semiconductorProductionEquipment company, if north China is achieved, brilliant is filled Electromechanical, long plain science and technology.

Nevertheless, the senior electron researcher of some large certificate business pointed out a few days ago, the high-end chip that requires than resurgence communication place by American embargo, InvestmentThe person cannot ignore high-end semiconductor to produce the supply risk of equipment more. Supplier of equipment of global semiconductor core is centered in the United States, Japan, Holand, if the United States just restricts semiconductor equipment to enter China, so home is in the many brilliant round factory of build to may face the risk that does not take core facility at present.

Company of the gold in occupying released recently grind the newspaper shows, sale of global semiconductor equipment grew 36% compared to the same period 2017, achieve new tall; Semi is forecasted, 2018, sale of global semiconductor equipment will grow 9% respectively 2019, 5% , and China will be main growth engine.

2017, chinese brilliant round factory begins large-scale build, according to 1-2 year construction is periodic, mixed 2018 2019 will be the fastigium that equipment enters. Semi is forecasted, mixed 2018 equipment sale of China will grow compared to the same period 2019 57% and 60% mix 120.1 billion yuan to 75 billion yuan. Nevertheless, semiconductor equipment is at present homebred change rate it is only 12% , in high-end device sphere homebred change rate is lower.

Like chip, what semiconductor produces equipment is homebred changing also is medium long-term trend. China achieve negotiable securityMechanicalThe group released a viewpoint to point out a few days ago, equipment of semiconductor of resurgence incident clew is homebred turn demand immediate attention, and what should realize semiconductor industry is own can accuse, of equipment comprehensive and homebred changing is Chongzhongzhi is weighed. Current, semiconductor in each core equipment, machine of single crystal furnace, quarter corrode, FilmyDeposit equipment, hind path detect already can satisfy 28nm equipment in the roundMake ChengProductproduction, become what domestic mainstream chip produces business newly to produce station of line base machine, 14nm equipment also is in continuouslyTest and verifyIn, hopeful is in future is entered inside two years produce a line.

The country fills negotiable securities to pointed out a few days ago, suffer resurgence incident effect, semiconductor industry catenary is homebred change process hopeful to quicken, semiconductor equipment along first easy hind hard way is progressively and homebred the tide that turn won’t be changed.

Capital is homebred to semiconductor equipment turn flame tall

By this year March, the Ministry of finance is announced ” about integrated circuit manufacturing company concerns policy of enterprise income tax ” , the integrated circuit enterprise of contented condition can avoid 5 years of enterprise income tax at most. To this, analysis of northeast negotiable securities thinks, can foreknow, of the policy that reduce tax announce will drive new domain of round of integrated circuitInvestmentEnter the arena. Swim to look from fluctuation, considering this policy is long-term sex policy, predict to will be in long inside drive investment yield a line, because manufacturer of equipment of semiconductor of this upper reaches will be in long-term inside continuously industry of benefit from benefit from grows.

Daily economy news (small signal: Nbdnews) learn from analyst of a few bargainors, as a result of semiconductor equipment homebred replacing is hasten of general trends place, so, show level investor homebred to knowing semiconductor equipment the flame that turns the current situation is taller.

Partial bargainor studies the group also begins to begin to provide relevant service. For example, recently, the Information Industry that organizes in each certificate business can accuse the road related the theme to act independentlyActivityIn, besides electron, communication, computer these 3 with outside can accusing the industry closely related to study the group is participated in independently, of many certificate businessMechanicalTrade group also can be participated in, and rigid group often is industries of pair of mark semiconductor equipment.

In addition, the way that also has facility of special focusing semiconductor developsActivity. It is reported, large certificate business will hold meeting of telephone of semiconductor equipment expert on April 24, the theme is ” chip is homebred the way that change and good luck, grow brilliant, TestThose who wait for equipment of each link semiconductor is homebred change the current situation and space, reach main firm to compare ” . And last week 5, the electron of some large certificate business studies the group ran the spot salon of semiconductor theme. During, trade public figure is main focusing semiconductorCraftFlow explains with what semiconductor produces equipment. Nevertheless its group member expresses to the reporter, the main purpose that runs this kind of salon is industry knowledge communication.

The reporter notices, group of a few research also is beginning hand survey A the relevant company of semiconductor equipment, for example, some groups are in recently make an appointment some semiconductor detects the survey of equipment company.

Semiconductor equipment is homebred change be not accomplish in one move

Since this year Feburary, a semiconductor equipment board piece expression grabs an eye, industry bibcock is northward China achieve and make public share price of director plain science and technology has turned over times to near future apogee from bottom, the corresponding period goes up a Yuan Chaoxin piece homebred influence an index (884160) , showed equipment of market half-and-half conductor is homebred the self-identity that changes logic. Nevertheless now (on April 23) dish on the face, north China is achieved, brilliant is filled Electromechanical, long plain the semiconductor equipment concept such as science and technology all appear to be adjusted considerably.

Review each research group is homebred to semiconductor equipment recently the point of view that change, think mostly, because demand of domestic semiconductor equipment is exuberant, below current background, manufacturer of domestic semiconductor equipment welcomes industry growing good opportunity, and hopeful comes true in a certain number of equipment fractionize industries homebred replace a breakthrough.

Nevertheless, the orgnaization also points out, investor should see reality and ideal difference. Group of electron of the negotiable securities that bring a letter releases a report to point out, semiconductorMakeCraftComplex, equipment fractionize market is various, line technology included once upon a timeDiffuse, Photoetching, quarter corrode, Ionic infuse, FilmyGrow, CMP, metallization, technology of the line after arriving includes to reduce thin, cut, stick piece, down-lead bond, moulding, involve relevant equipment; And, camp of semiconductor equipment technology is taller, the industry appears high concentration to spend a characteristic, plant of facility of conductor of before international 10 most holds very market dominant position, basically center at the United States, japan reachs Holand, and domestic manufacturer is in start level, the industry is relatively fragile.

As we have learned, in sphere of equipment of semiconductor of partial high end, foreign manufacturer is in oligopoly phase. For example, holand ASML is in global semiconductorPhotoetchingMarket of aircraft equipment sphere is occupied than exceeding 80% , the TWINSCAN series that its produce is the precision on eye preexistence bound efficiency of highest, production the high-end photoetching machine with highest, the widest application, by the whole world place of manufacturer of each most conductor is used.

To this, the negotiable securities that bring a letter points out, at present of semiconductor equipment in high-end market is almost complete by foreign business monopoly, because the technology is mixedCapitalThe camp that attend is restricted, make domestic semiconductor equipment homebred change rate on the low side, produce can far cannot satisfy oneself requirement, and the equipment that domestic company produces with in low end is given priority to.

The sea connects group of negotiable securities electron to publish a viewpoint to point out, with semiconductor industry catenary other link photograph is compared, be in before very long period of time, the semiconductor equipment of our country and material link are accumulated very fragile, it is with semiconductor equipment exemple, 7% what Chinese manufacturer took the whole world only on the amount 2016, very little is more on the amount that offer money.

An electronic group member that wins good place repeatedly in new money in recent years to daily economy news (small signal: Nbdnews) say frankly, implementation of facilities of semiconductor key production is homebred changing is a more difficult process, this need country supports or of early days a large number of accumulating, be destined to cannot be accomplished in one move accordingly.