刻蚀机国产化率迅速提升,长江存储2020年达30%
p style=" box-sizing: inherit margin-top: 34px margin-bottom: 34px padding: 0px text-align: justify color: rgb(64, 64, 64) font-family: Arial, & quot Hiragino Sans GB& quot , STHeiti, & quot Helvetica Neue& quot , Helvetica, & quot Microsoft Yahei& quot , & quot WenQuanYi Micro Hei& quot , sans-serif font-size: 18px white-space: normal text-indent: 2em " 近年来,随着国内芯片制造行业的兴起,中国大陆半导体设备需求市场快速增加。由于美国对中国半导体企业的进一步封锁,国内企业如中芯国际、长江存储等在今年加大了对半导体设备(尤其是海外厂商)的采购,亚化咨询预计,2020年中国大陆半导体设备市场将突破160亿美元,刻蚀设备市场将达到25亿美元。 /p p style=" box-sizing: inherit margin-top: 34px margin-bottom: 34px padding: 0px text-align: justify color: rgb(64, 64, 64) font-family: Arial, & quot Hiragino Sans GB& quot , STHeiti, & quot Helvetica Neue& quot , Helvetica, & quot Microsoft Yahei& quot , & quot WenQuanYi Micro Hei& quot , sans-serif font-size: 18px white-space: normal text-indent: 2em " 在中国大陆刻蚀设备市场不断扩大的同时,另外一个数字也在悄悄地提升——那就是刻蚀机的国产化率。 /p p style=" box-sizing: inherit margin-top: 34px margin-bottom: 34px padding: 0px text-align: justify color: rgb(64, 64, 64) font-family: Arial, & quot Hiragino Sans GB& quot , STHeiti, & quot Helvetica Neue& quot , Helvetica, & quot Microsoft Yahei& quot , & quot WenQuanYi Micro Hei& quot , sans-serif font-size: 18px white-space: normal text-indent: 2em " 以长江存储设备招中标情况,截至2020年12月16日,长江存储共累计招标348台刻蚀设备,其中美国厂商Lam Research占据超过一半的采购量,达187台。而国内厂商中微半导体、北方华创、屹唐半导体分别中标50台、18台、13台,国产化率高达23.85%。 /p p class=" f_center" style=" box-sizing: inherit margin-top: 34px margin-bottom: 0px padding: 0px text-align: center line-height: 20px color: rgb(102, 102, 102) font-family: Arial, & quot Hiragino Sans GB& quot , STHeiti, & quot Helvetica Neue& quot , Helvetica, & quot Microsoft Yahei& quot , & quot WenQuanYi Micro Hei& quot , sans-serif white-space: normal " img src=" https://nimg.ws.126.net/?url=http%3A%2F%2Fdingyue.ws.126.net%2F2020%2F1217%2F5237abc5p00qlgx1c000nd200fg00ctg00fd00cq.png& thumbnail=650x2147483647& quality=80& type=jpg" style=" box-sizing: inherit border: 0px max-width: 100% margin-bottom: 10px " / br style=" box-sizing: inherit " / /p p style=" box-sizing: inherit margin-top: 34px margin-bottom: 34px padding: 0px text-align: justify color: rgb(64, 64, 64) font-family: Arial, & quot Hiragino Sans GB& quot , STHeiti, & quot Helvetica Neue& quot , Helvetica, & quot Microsoft Yahei& quot , & quot WenQuanYi Micro Hei& quot , sans-serif font-size: 18px white-space: normal text-indent: 2em " 以华虹六厂设备招中标情况为例,截至2020年12月16日,华虹六厂共累计招标81台刻蚀设备,其中Lam Research依旧占据超过一半的采购量,达45台。国内厂商中微半导体、北方华创分别中标15台、1台,国产化率约为19.75% /p p class=" f_center" style=" box-sizing: inherit margin-top: 34px margin-bottom: 0px padding: 0px text-align: center line-height: 20px color: rgb(102, 102, 102) font-family: Arial, & quot Hiragino Sans GB& quot , STHeiti, & quot Helvetica Neue& quot , Helvetica, & quot Microsoft Yahei& quot , & quot WenQuanYi Micro Hei& quot , sans-serif white-space: normal " img src=" https://nimg.ws.126.net/?url=http%3A%2F%2Fdingyue.ws.126.net%2F2020%2F1217%2Fef06efdap00qlgx1d000kd200fg00ctg00fd00cq.png& thumbnail=650x2147483647& quality=80& type=jpg" style=" box-sizing: inherit border: 0px max-width: 100% margin-bottom: 10px " / br style=" box-sizing: inherit " / /p p style=" box-sizing: inherit margin-top: 34px margin-bottom: 34px padding: 0px text-align: justify color: rgb(64, 64, 64) font-family: Arial, & quot Hiragino Sans GB& quot , STHeiti, & quot Helvetica Neue& quot , Helvetica, & quot Microsoft Yahei& quot , & quot WenQuanYi Micro Hei& quot , sans-serif font-size: 18px white-space: normal text-indent: 2em " 由于存储芯片的生产需求的设备量较大,亚化咨询还研究了长江存储单年的国产刻蚀机采购占比变化趋势。亚化咨询研究数据显示,2018、2019年长江存储采购的国产刻蚀机占比迅速提升,预计2020年约为30%左右,2023年将突破40%。 /p p class=" f_center" style=" box-sizing: inherit margin-top: 34px margin-bottom: 0px padding: 0px text-align: center line-height: 20px color: rgb(102, 102, 102) font-family: Arial, & quot Hiragino Sans GB& quot , STHeiti, & quot Helvetica Neue& quot , Helvetica, & quot Microsoft Yahei& quot , & quot WenQuanYi Micro Hei& quot , sans-serif white-space: normal " img src=" https://nimg.ws.126.net/?url=http%3A%2F%2Fdingyue.ws.126.net%2F2020%2F1217%2Fa04f0f4ep00qlgx1d000hd200fg009hg00fd009f.png& thumbnail=650x2147483647& quality=80& type=jpg" style=" box-sizing: inherit border: 0px max-width: 100% margin-bottom: 10px " / /p