SMM survey: what kind of metal do you like most in 2022?
The semiconductor market outperformed the main index this week. This week, the Shenwan semiconductor industry index rose 0.11%. Over the same period, the gem index fell 4.00%, the Shanghai Composite Index fell 0.39%, the Shenzhen Composite Index fell 1.06%, and the small and medium-sized board index rose 0.04%. The semiconductor industry index outperformed the main index.
Most of the semiconductor segments fell. In the semiconductor segment, discrete devices are up 1.0% this week. IC design is up 0.8%, semiconductor manufacturing is down 0.1%, closed test is down 0.1%, semiconductor materials is down 3.2%, other sectors are down 5.0%, and semiconductor equipment is down 5.2%.
With the double-round promotion of policy and market, the development prospect of China's third-generation semiconductor industry is bright. From the market point of view, the demand for downstream applications is high, and the third generation semiconductors are in the field of optoelectronic + high frequency + high power electronic devices. Fast charging devices, power transmission and transformation systems, rail transit, electric vehicles and charging piles all need high-power and high-efficiency power electronic devices. Electronic power devices based on SiC and GaN are favored in related markets because of their excellent physical performance. In the AIoT era, the penetration of intelligent products will increase rapidly, and the business opportunities for smart home lighting are broad. GaN has obvious advantages in short-wavelength optoelectronic devices such as blue light. GaN RF devices driven by 5G era are developing rapidly. GaN devices have excellent working efficiency and output power, which has become the main technology of power amplifier in 5G era.
From the policy point of view, the third generation semiconductors contribute to the realization of the goal of "carbon peak, carbon neutralization". The third generation semiconductor materials and technologies play a vital role in building a recyclable, efficient and reliable energy network, which can help to realize photovoltaic, wind power (power production) and DC UHV transmission (power transmission). The efficient conversion of electric energy in the fields of new energy vehicles, industrial power supply, locomotive traction and consumer power supply (power use), and promote the green and low-carbon development of energy. Both the National 2030 Plan and the National R & D Plan of the 14th five-year Plan have made it clear that the third generation semiconductors is an important direction of development, and now it is time to move a motion to discuss the implementation plan.
With policy support, application promotion and capital pursuit, China's third-generation semiconductor industry is developing at the right time.
It is recommended that you pay attention to:
1) third generation semiconductors: Starr Semiconductor / Wentai Technology / time Electric / San'an Optoelectronics / Lion Micro / Hua run Micro / Shilan Micro / Nano Semiconductor / Huahong Semiconductor / Xin Jie Neng / Yang Jie Technology / Sai Microelectronics / Jet Microelectronics / China Microelectronics / Tianyue Advanced / Phoenix Optics / Acer Technology, etc.
2) Semiconductor design: Shengbang Co., Ltd. / Silipu / Lanci Technology / Jingchen Co., Ltd. / Zhongying Electronics / Quanzhi Technology / Ruixin Micro / Hengxuan Technology / Zhaoyi Innovation / Fuhanwei / Weir Co., Ltd. / Zhuosheng Micro / Jingfeng Mingyuan / Starr Semiconductor / New Jianneng / Ziguang Guowei / Shanghai Fudan
3) IDM: Wentai Technology / San'an Optoelectronics;
4) wafer foundry: SMIC / Huahong Semiconductor;
5) Semiconductor equipment materials: North Huachuang / Jacques Technology / Shanghai Xinyang / China Micro / Precision testing Electronics / Huafeng Measurement and Control / Changchuan Science and Technology / Research New Materials / Jianghua Micro; risk hints: changes in industrial policy, intensification of international trade disputes, lower-than-expected development of downstream industries
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