There are three trumpets in the chip field, namely EDA/IP tools, semiconductor devices, and semiconductor materials.Whoever holds the three trumpets will dominate the chip field.

EDA/IP and Semiconductor Devices are two trumpets held by the United States, while Semiconductor materials are held by Japan. Other countries and regions can only rely on these two trumpets basically.

Let me take a semiconductor device as an example, put a few data on it, you can see.

Among all semiconductor devices, there are four devices which account for the highest proportion, namely, lithography, etching, film deposition and process detection, accounting for about 74% of all equipment costs, of which lithography accounts for about 21%, film deposition class for about 22%, etching for 20%, and process detection for about 11%.

And how high is the domestic ratio?The lithography is less than 1%, the process detection device is about 2%, the etching class is about 7%, and the film deposition class is about 8%.

Maybe it doesn't matter in other countries or regions in this situation. It's okay to buy the United States anyway, but the mainland of China can't. If you fall behind, you'll get stuck. It's not a surface threat. It's already stuck. We can't buy advanced equipment.

So over the years, domestic manufacturers are also making efforts to continuously improve the localization rate of semiconductor devices and reduce the dependence on foreign products.For example, the medium-sized etcher has reached the advanced level in the world.

The good news is that in the field of chemical mechanical polishing equipment, one of the integrated circuit manufacturing equipment, China Electrical and Electronic Equipment Group Ltd. (hereinafter referred to as "Electrical Equipment") has achieved a large degree of domestic substitution.

Even Zhongxin International has given a very high rating, saying that this is the only domestic equipment supplier with a 100% replacement rate.

In addition, not only Center International, such as large production lines of chip manufacturing giants such as Taiji, Unicom and Huahong Hongli, have used 200 mm polishing equipment for electrical equipment, but even in the 8 inch chemical mechanical polishing equipment market, electrical equipment has recovered 70% of the market share.

Of course, CMP equipment is not a special core equipment, but as long as it can achieve domestic substitution, it is also good news, after all, there are dozens of semiconductor devices, any of which must be broken through.