- Jun 14, 2018 -
Semiconductor discrete device is one of the basic and core fields of semiconductor industry, which belongs to semiconductor industry. Suppliers of raw materials, manufacturers of discrete device chips and manufacturers of packaging materials are upstream customers of the semiconductor discrete device manufacturing industry. From the perspective of the market application structure of domestic discrete device products, its application fields cover consumer electronics. Computer and peripherals market, network communication, electronic equipment and instruments, automotive electronic LED display and electronic lighting and other aspects.
Silicon capacity expansion in upstream metal tends to rise.
According to the different materials used in discrete devices, semiconductor discrete devices can be divided into three generations. The first generation semiconductor materials are silicon monomer (Si), the second generation semiconductor materials are gallium arsenide (GaAs), and the third generation semiconductor materials are wide band gap semiconductor materials represented by gallium nitride (GaN), silicon carbide (SiC), gold rigid stone, and Zinc Oxide (ZnO). Quality is relatively common, and has economies of scale, low manufacturing cost and low technical threshold. Currently, the main power semiconductor devices in the market are still occupied by Si devices.
Metal silicon, also known as industrial silicon, is located at the top of the silicon based new material industry chain. It is not only an important material in the semiconductor industry, but also the core material of the important sectors of the national economy, such as photovoltaic and alloy. With the rapid development of China's economy in recent years, the industrial silicon production capacity in China has also presented a trend of continuous, rapid and stable development.
According to the report on Market Prospect and Investment Strategy Planning of China's Industrial Silicon smelting Industry in 2018-2023, the industrial silicon production capacity in China has maintained growth since 2012: about 3.6 million tons in 2012 and 4 million tons in 2015. It reached 4.2 million tons. By the end of 2017, China's industrial silicon industry had a combined production capacity of 4.89 million tonnes, up 290000 tonnes from a year earlier, with a year-on-year growth rate of 6.4%.
In 2016-2018, Chinese metal silicon prices as a whole showed an upward trend. As of March 15, 2018, the price of industrial silicon is 14900 yuan per ton. The price of industrial silicon is 14900 yuan / ton. The price of industrial silicon is 16300 yuan / ton. The price of industrial silicon is 18100 yuan / ton.
Although the expansion of metal silicon production capacity in China tends to slow down, with the development of China's informatization and industrialization, the demand for high-performance and high-quality semiconductor discrete devices will expand. The application ratio of the third generation semiconductor discrete devices will increase continuously and the demand scale of Si devices will be reduced. Therefore, the future semiconductor discrete device manufacturing industry is less affected by metal silicon capacity changes.
Upstream copper production declined.
In 2010-2016, China's copper production continued to rise, but the growth rate tended to decline. As China's supply-side structural reforms and copper "deproductivity" push forward, China's copper production tends to decline. In 2017, China's copper output was 18.62 million tons, down 11.2 percent from a year earlier.
China is in the process of restructuring and upgrading its industrial structure, and its policy direction will have a greater impact on the prices and market supply of raw materials in the semiconductor discrete device manufacturing industry. The latter directly affects the production of discrete semiconductor devices.
Downstream application domain structure change.
In the field of global power semiconductor applications, automobile accounts for 40 percent, followed by industrial 27 percent and consumer electronics 13 percent. The proportion of automobile industry has been increasing in recent years. Take high-end manufacturers as an example, the proportion of high-end applications such as automobiles is high, especially in NXP, Iot and other fields, the proportion of revenue has reached 86%.
At present, the application field of semiconductor discrete devices in China is a little unreasonable, such as network communication, consumer electronics, computer and peripherals, etc. The proportion of automotive electronic applications is far less than the global average.
In the traditional internal combustion engine automobile manufacturing industry, the use of discrete components in a single car is only $71. And the new energy vehicle single discrete device consumption reaches 387 US dollars, more than 5 times as much as the traditional vehicle. With the rapid development of China's new energy automotive industry, the improvement of domestic enterprises'R & D and innovation ability, and the rapid strengthening of pressure coefficient brought by capacity transfer, the proportion of high-end applications such as domestic automobiles will also be closer to the global market in the future.
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