[SMM brief Review] the third-generation semiconductors are rapidly rising, Ju-can optoelectronic shares are up by the daily limit.

SMM9 March 14: this morning, the third-generation semiconductors opened higher rapidly, as of midday close, gallium nitride plate rose 4.39%. Among them, Jucan Optoelectronics rose by the daily limit, Yang Jie Technology, Agile Technology, EasyTech, dry Photo Optoelectronics, etc., all rose by more than 10%.

Industry trends

[Sai Microelectronics: at present, the company's GaN business accounts for a relatively small proportion of the Beijing MEMS production line. The third quarter production target remains unchanged] when asked by investors, Sai Microelectronics said that the company began to lay out in the field of third-generation semiconductors a few years ago, involving epitaxial material growth and device design. At present, the company's GaN business accounts for less. The company will actively seize the development opportunity of the third generation semiconductor industry and domestic substitution, based on the company's leading epitaxial growth technology and rich design capabilities of devices, complete interactive verification as soon as possible, form a mass production scale and push it to the market as soon as possible. As the company's No. 1 strategic project, the company attaches great importance to the Beijing MEMS production line, overcoming various difficulties and stepping up construction, the company has maintained the goal of putting into production in the third quarter.

[Haite Hi-Tech: the company has completed the research and development of 6 categories of process products such as gallium nitride / silicon carbide] Haite Hi-Tech said that the company is the first independent and controllable 6-inch mass production of the second-generation and third-generation international first-class and domestic leading compound semiconductor integrated circuit chip production line, building the core wafer manufacturing capability in the compound semiconductor industry chain, including civil products and defense two major business directions. At present, the company has completed the research and development of six categories of process products, including gallium arsenide, gallium nitride, silicon carbide, etc., providing four types of integrated circuit process technology, including GaAs process PHEMT, GaN process PHEMT, HBT, passive integration, supporting the manufacture of power amplifiers, filters, photodetectors, power electronics, lasers and other products. The products are widely used in 5G mobile communications, AI artificial intelligence, radar, automotive electronics, power electronics, optical fiber communications, 3D sensing, new energy, defense and other fields.

[Ziguang shares: subsidiary companies have won the bid for China Unicom General Server centralized Purchasing Project] Ziguang shares issued a notice that China Unicom Purchasing and bidding Network recently released the "announcement of winning candidates for China Unicom General Server centralized Purchasing Project for 2020-2021." Ziguang Huashan Technology Co., Ltd., a wholly owned subsidiary of Xinhua third Group Co., Ltd., is one of the winning candidates for the project. It is understood that China Unicom's centralized bidding project procurement of a total of about 124000 general-purpose servers, the total procurement budget of about 8.2 billion yuan (excluding tax), this bidding is divided into five bid packages. Ziguang Huashan Science and Technology is expected to win three bid packages, with an estimated total amount of about 2.174 billion yuan (excluding tax).

[Huawei's 65W dual-port gallium nitride charger] because gallium nitride (GaN) material can achieve smaller volume and weight at higher power, it has become a mainstream technology trend of fast charger. Huawei launched super fast charging gallium nitride charger at the launch of Huawei P40 series of national bank. Recently, a 65W dual-port gallium nitride charger was finally put on the shelves in its official mall.

Maoshuo Power said in the interactive platform: the company uses gallium nitride technology 65WPD charger has a small batch production.

Prospect

Semiconductor special equipment plays a very important role in the semiconductor industry chain. the technological progress of integrated circuit manufacturing process will promote semiconductor special equipment enterprises to continuously pursue technological innovation and increase investment, and the scale of the global semiconductor industry will grow steadily. At the same time, the semiconductor industry chain continues to transfer to mainland China, and the scale of China's semiconductor equipment market is developing rapidly. at present, the domestic substitution rate of semiconductor equipment in China is still low. However, domestic equipment manufacturers have cut into a number of processes and occupied a part of the market share, so there is more room for domestic substitution in the future. Information technology-driven and policy support further contribute to the development of semiconductor equipment.

With the continuous transfer of the global semiconductor industry chain to mainland China, the scale of China's semiconductor equipment market is developing rapidly. According to SEMI statistics, the sales of China's semiconductor equipment industry increased from US $4.9 billion in 2015 to US $13.45 billion in 2019, with CAGR reaching 28.7% in the past five years.

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