Visiting Shanghai Silicon Wafer Factory: it is true that a large number of people are being recruited, but it will continue to be "out of stock" in 2021

在上海最南端的港区，人类文明一浪接一浪地涌动着；稻田、工厂、薯片是这里共同涌动的三股人类文明浪潮。

In the southernmost port area of Shanghai, human civilization has been surging one after another; rice paddies, factories and chips are three waves of human civilization surging together here.

硅片是半导体和芯片工业的关键原材料，就像大米为人类提供食物一样。它通常作为基板来加工各种器件结构和引线，从而实现集成电路和分立器件等半导体产品的制造。

Just like rice provides food for human beings, silicon wafer is the key raw material of semiconductor and chip industry. It is usually used as substrate to process various device structures and leads, so as to realize the manufacturing of semiconductor products such as integrated circuits and discrete devices.

上海新林的一位高管告诉《it时报》记者："按照原来的计划，我们一直在把产能从每月15万片扩大到30万片，现在已经扩大到20万片了，换言之，目前新林的扩张并不是这段时间晶圆OEM产能不足造成的。这位高层还指出："产能建设需要一个周期。如今，下游需求旺盛，上游则无济于事。扩容后，下游没有需求。因此，需要进行战略预测。"

"According to the original plan, we have been expanding our production capacity from 150000 pieces to 300000 pieces per month, and now it has expanded to 200000 pieces," a senior executive of Shanghai Xinlin told the IT times In other words, the current expansion of Xinlin is not caused by the shortage of wafer OEM capacity during this period. The high-level official also pointed out: "the construction of production capacity needs a cycle. Today, there is a strong demand in the downstream, and there is no help in the upstream. After the expansion, there is no demand in the downstream. Therefore, strategic forecasting is needed. "

中国启动2个大型硅片项目

02 large scale silicon wafer projects launched in China

目前全球硅片市场主要由海外及台湾厂商占据，市场集中度相对较高。根据2018年韩国三星电子和韩国三星电子的数据，三星电子在韩国三星电子的市场份额超过90%。

At present, the global silicon wafer market is mainly occupied by overseas and Taiwan manufacturers, and the market concentration is relatively high. According to semi's data, in 2018, shinyue chemical of Japan, sumco of Japan, global wafer of Taiwan, Siltronic of Germany and sksiltron of South Korea together accounted for more than 90% of the market share.

除上海新力n外，上海还有另一家大型硅片生产企业上海超硅半导体，成立于2008年，2010年正式投产。这三家公司与重庆超硅半导体、成都超硅半导体共同致力于集成电路用大型硅片的研发。2016年4月，重庆超级硅一期工程投产试生产。10月，项目正式竣工，并举行产品下线仪式。项目建成后，年产8英寸硅片600万片，年产12英寸硅片60万片。

In addition to Shanghai Xinli n, Shanghai has another large silicon wafer manufacturer, Shanghai ultra silicon semiconductor, which was established in 2008 and officially put into operation in 2010. Together with Chongqing ultra silicon semiconductor and Chengdu ultra silicon semiconductor, the three companies are committed to the research and development of large silicon wafers for integrated circuits. In April 2016, the first phase of Chongqing super silicon project was put into trial production. In October, the project was officially completed and the product offline ceremony was held. After the completion of the project, the annual production capacity of 8-inch silicon wafers and 12 inch silicon wafers was 6 million and 600000 respectively.

上海超硅项目包括ast综合研究院、300mm全自动智能生产线、450mm中试生产线、先进设备研发中心、人工晶状体研发中心等，2018年上海超硅300mm全自动智能生产线项目开工建设。根据规划，项目建成后，将形成年产360万片300毫米抛光片和外延片、12万片450毫米抛光片的生产能力。

Shanghai Super silicon project includes ast comprehensive research institute, 300 mm automatic intelligent production line, 450 mm pilot production line, advanced equipment R & D center, artificial lens R & D center, etc. in 2018, Shanghai Super silicon 300 mm automatic intelligent production line project started construction. According to the plan, after the completion of the project, the annual production capacity of 3.6 million 300 mm polished wafers and epitaxial wafers and 120000 450 mm polished wafers will be formed.

It时报记者从有关部门获悉，上海超硅已于今年9月28日正式投产。300毫米抛光片的月生产能力约为5万片，月生产能力约为2万片，平均价格在100元/片以上。

It Times reporter learned from relevant departments that Shanghai ultra silicon was officially put into production on September 28 this year. The monthly production capacity of 300 mm polished wafers is about 50000 pieces, and the monthly production capacity is about 20000 pieces, with an average price of more than $100 per piece.

03经济危机后的"经济周期"

03 "business cycle" after economic crisis

12月10日，环球晶圆宣布，同意以37.5亿欧元收购德国硅片制造商silonic Ag。合并后，环球晶圆有望成为全球最大的硅片制造商。

On December 10, universal wafer announced that it agreed to acquire German silicon wafer manufacturer silonic Ag for 3.75 billion euros. After the merger, universal wafer is expected to become the world's largest silicon wafer manufacturer.

电子创新网CEO张国斌表示，新悦、苏美科、上海新等硅片生产企业产能过剩，不敢轻易扩大生产。不过，下游市场的强劲需求对这些公司来说还是有好处的。"一般来说，这是一个长期的单一，不一定上升，但它是一个短期的单一，这是预期上升。

Zhang Guobin, CEO of electronic innovation network, said that the silicon chip manufacturers such as shinyue, sumco and Shanghai Shin have suffered from overcapacity, so they dare not easily expand their production. However, the strong demand in the downstream market is still good for these companies. "Generally speaking, it's a long-term single, not necessarily rising, but it's a short-term single, which is expected to rise.".

04

04

产能已安排在明年第一季度

Production capacity has been scheduled for the first quarter of next year

"目前，晶圆产能紧张到了难以想象的程度，客户对产能的需求达到了一定程度的恐慌。据估计，从明年下半年到2022年下半年，逻辑和DRAM市场的缺货将达到难以想象的程度，"11月30日，芯片代工利杰电子董事长黄崇仁指出了目前晶圆产能紧张的现状。

"At present, the wafer production capacity has been strained to an unimaginable level, and the demand of customers for production capacity has reached a degree of panic. It is estimated that from the second half of next year to the second half of 2022, the logic and DRAM markets will be out of stock to an unimaginable level." On November 30, Huang Chongren, chairman of Lijie electronics, a chip foundry, pointed out the current situation of tight wafer production capacity.

05

05

芯片或"难产"或涨价

Chip or "dystocia" or price increase

相比IDM（垂直集成制造）模式芯片厂和具有制造能力的代工模式芯片厂，芯片设计企业将面临得不到晶圆厂产能的挑战，这无疑是对新兴芯片产业资本的打击。"最直接的影响是很多设计的芯片无法批量生产，导致投资收益下降。这也将间接导致芯片价格的上涨、系统产品成本的上升和毛利润的下降，影响未来的研发和创新。"。

Compared with IDM (vertical integrated manufacturing) mode chip factory and foundry mode chip foundry with manufacturing capacity, chip design companies will face the challenge of not getting the capacity of the wafer factory, which is undoubtedly a blow to the capital of the new chip industry. "The most direct impact is that many designed chips can not be mass produced, which leads to the decline of investment income. It will also indirectly lead to the rise of chip price, the rise of system product cost and the decline of gross profit, which will affect future R & D and innovation." Zhang Guobin said.

12月21日，一封关于ST涨价的信在朋友圈内广为流传："受新皇冠疫情影响，ST原材料供不应求，面临成本上升和商业条款咄咄逼人。有鉴于此，St决定从2021年1月1日起上调所有产品线的价格。"此外，瑞萨、恩智浦等半导体厂商也相继发出涨价函。

On December 21, a letter about ST's price increase was widely spread in the circle of friends: "affected by the new crown epidemic, ST is in short supply of raw materials, facing rising costs and aggressive commercial terms. In view of this, St decided to increase the prices of all product lines from January 1, 2021. " In addition, Renesas, NXP and other semiconductor manufacturers have successively issued price increase letters.

据媒体报道，大型封装厂商日月半导体也率先上调半导体封装报价，从明年1月份开始，半导体封装报价将上调，上调幅度为3%-5%。此外，张斌预计，明年下半年中美厂商之间的"囤货"局面可能会有所缓解。

According to media reports, the big packaging manufacturer, Sunmoon, also took the lead in increasing the quotation of semiconductor packaging, which will rise from January next year, with an increase range of 3-5%. In addition, Zhang Bin predicted that the situation of "hoarding" between Chinese and American manufacturers in the second half of next year could be eased.

作者/IT时报记者李宇阳

Author / IT Times reporter Li Yuyang

编辑/编辑

Editor / kicker

排版/冯成杰

Typesetting / Feng Chengjie

图/IT时报国元证券皮克斯湾网

Photo / IT times Guoyuan securities pixabay network

来源/IT时报官方账号

Source / IT times official account vittimes

Link：https://new.qq.com/omn/20201230/20201230A0E73300.html

update time：2020-12-31 18:58:28