After the first trading day after the Spring Festival, semiconductor equipment manufacturer Shanghai Wanye Enterprises Co.Ltd(600641) (600641. SH) disclosed heavy orders and planned to sell multiple ion implanters to important customers. The financial Associated Press reporter learned from the relevant person in charge of the company on February 7 that many ion implanters previously sent for inspection have been inspected. With the signing of batch orders, it means that their ion implanters have officially entered the mass production period.
According to the announcement, Shanghai Wanye Enterprises Co.Ltd(600641) holding Sun company Beijing kaishitong plans to sell a number of 12 inch integrated circuit equipment to important customers, including low-energy large beam ion implanters and low-energy large beam ultra-low temperature ion implanters, with a total transaction amount of 658 million yuan. According to the reporter, the price of low-energy high beam ion implanter is about 30 million yuan. According to the rough calculation of the unit price, the number of equipment in this transaction is no less than 20.
The relevant person in charge of the company told reporters that the trading equipment is mainly used in the 28nm mainstream chip manufacturing process; Many of the equipment previously submitted for inspection have been verified by two 12 inch wafer factories in 2021, including low-energy high beam ion implanter, low-energy high beam heavy metal ion implanter, low-energy high beam ultra-low temperature ion implanter and high-energy ion implanter. After the relevant equipment has been tested in the main wafer factory, it will enter the production lines of other wafer factories, and the verification cycle will be greatly shortened, It means that the company's ion implanter products will accelerate the volume.
The person in charge further told reporters that according to the calculation of downstream customers, at present, a 12 inch logic chip production line producing 10000 chips a month needs about 20 ion implanters. The company's products are in short supply and still can not meet the needs of China's first-line wafer factories.
In terms of the capital expenditure for the acquisition of equipment by the downstream fab, nearly 80% of the capital expenditure for the latter comes from the performance of the downstream fab. Many wafer manufacturers, including TSMC, have made it clear that they will continue to increase capital expenditure and actively expand production in 2022. Overseas equipment leaders disclosed in the recent teleconference that the demand for orders continued to be strong.
At the same time, under the consideration of geopolitics and supply chain security, governments have stepped up efforts to ensure the localized production of chips. The localization rate of Chinese equipment is also gradually increasing. Several A-share equipment companies, including Naura Technology Group Co.Ltd(002371) (002371. SZ), Advanced Micro-Fabrication Equipment Inc.China(688012) (688012. SH), Kingsemi Co.Ltd(688037) (688037. SH), Hangzhou Chang Chuan Technology Co.Ltd(300604) (300604. SZ), disclosed pre increase announcements last month, and their performance continued to increase in the fourth quarter of 2021.
Boc International (China) Co.Ltd(601696) Yang Shaohui, chief analyst of semiconductor, believes that the localization of semiconductor equipment is the comprehensive result of the accumulation of domestic equipment technology forced by the external environment for more than 10 years. In 2022, it mainly focuses on the localization breakthrough of ion implantation, copper plating and measurement, as well as the market share of relatively mature products CMP, PVD, ICP etching, PECVD, gluing development and cleaning equipment.
