美国断供华为 国产半导体仪器设备或迎巨大机遇
p style="text-indent: 28px text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "9月15日,美国断供华为芯片代工禁令正式生效。而就在前一天晚上,华为直接包机从台积电运回1.2亿颗华为海思麒麟芯片产品以供燃眉之急。/span/pp style="text-indent: 28px text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "华为作为全球第一大电信设备制造商、在通信设备核心技术方面拥有多项专利、业务已经遍及全球的中国明星企业,自2018年中美贸易冲突发生以来,华为公司频频被推上风口浪尖。华为业务涵盖运营商、企业和消费者三大板块,因此对芯片需求量巨大,特别是对先进制程的芯片需求巨大,因此芯片制造成为了华为的“软肋”,更成为美国制裁华为的重要手段。/span/ph3 style="text-align: justify "span style="font-size: 16px font-family: 宋体 "断供禁令不断升级,芯片先进制程代工受阻/span/h3p style="text-indent: 28px text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "从2019年5月美国将华为纳入“实体清单”以来,美国对华为的打压就在不断升级,并最终蔓延到芯片制造领域。2020年5月15日,美国商务部宣布加强出口管制,要求台积电停止接受华为的新订单,已接受的订单将于9月15日前出货,此后的订单在出口时将需要得到美方许可。/span/pp style="text-indent: 28px text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "紧接着,8月17日,美国对华为的打压继续升级。美国商务部工业和安全局(BIS)当日晚间宣布全新“升级版”的华为禁令。这实际上是防范利用“迂回”规避方式,不让继续采用美国技术的芯片流向华为及其子公司,这将彻底阻断华为通过第三方采购半导体芯片的方式,过去所谓的改为采购联发科或三星芯片的解决办法也变为泡影。/span/pp style="text-indent: 28px text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "15日生效后,包括台积电、高通、三星及SK海力士等将不再供应芯片给华为。有调查机构预估,包括日韩等零组件交易年营收将减少264亿美元。为此华为积极储备了大量5G手机芯片、Wifi、射频和显示驱动芯片。/span/ph3 style="text-align: justify "span style="font-size: 16px font-family: 宋体 "芯片代工转向国内,国产半导体仪器赢来机遇/span/h3p style="text-indent: 28px text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "随着美国禁令的不断收紧,华为积极寻求国内半导体制造企业代工芯片。然而国内的目前最先进的制程为中芯国际的14nm,落后于台积电的5nm制程。据悉今年八月华为已将其麒麟710A芯片交由中芯国际代工。9月4日据外媒报道,美国政府正在考虑是否要将中国最大的芯片制造商中芯国际(SMIC)加入贸易黑名单,从而达到加大对中国公司打击力度的目的。/span/pp style="text-indent: 28px text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "与此同时,为降低贸易战的影响,国内半导体厂商正在加速“去美化”和“国产替代”进程。据日经亚洲评论9月9日报道,中芯国际(SMIC)和中国第一家3D NAND闪存制造商长江存储(Yangtze Memory Technologies)近期都制定了雄心勃勃的计划,加紧测试自主研发生产线中的非美设备。据称,中芯国际今年年底之前准备铺设无美国设备的40纳米芯片生产线,并计划在三年内在相同的基础上研发更先进的28纳米制程。与此同时,长江存储准备在不远的将来把国内设备替代率从30%提高到70%,并且有计划地将更多内地公司纳入其供应商序列。/span/pp style="text-indent: 28px text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "随着华为将海量芯片订单转向国内,以及国内半导体公司“去美化”进程不断推进,国产半导体仪器设备未来或迎来大量订单。/span/pp style="text-indent: 28px text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "以下为半导体相关的仪器设备相关列表/span/ptable border="1" cellspacing="0" cellpadding="0" style="border-collapse:collapse border:none" align="center"tbodytr class="firstRow"td width="75" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "环节/span/p/tdtd width="104" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "仪器分类/span/p/tdtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "仪器设备/span/p/td/trtrtd width="75" rowspan="21" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "前道/span/p/tdtd width="104" rowspan="14" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "制造/span/p/tdtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "氧化炉/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "RTP设备/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "激光退火设备/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "涂胶/显影设备/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "光刻机/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "刻蚀机/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "离子注入机/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "等离子去胶机/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "清洗设备/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "a href="https://www.instrument.com.cn/zc/1799.html" target="_self" style="color: rgb(0, 0, 0) text-decoration: underline "span style="color: rgb(0, 0, 0) "strongspan style="color: rgb(0, 0, 0) font-size: 16px font-family: arial, helvetica, sans-serif "物理气相沉积设备/span/strong/span/a/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "化学气象沉积设备/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "CMP设备/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "刷片机/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "电镀设备/span/p/td/trtrtd width="104" rowspan="7" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "检测/span/p/tdtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "a href="https://www.instrument.com.cn/zc/537.html" target="_self"span style="color: black background: white font-size: 16px font-family: arial, helvetica, sans-serif "椭偏仪/span/a/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "a href="https://www.instrument.com.cn/zc/1677.html" target="_self" style="color: rgb(0, 0, 0) text-decoration: underline "span style="color: rgb(0, 0, 0) "strongspan style="color: rgb(0, 0, 0) font-size: 16px font-family: arial, helvetica, sans-serif "四探针/span/strong/span/a/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "热波系统/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="color: black background: white font-size: 16px font-family: arial, helvetica, sans-serif "相干探测显微镜/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify " dir="ltr"a href="https://www.instrument.com.cn/list/sort/5.shtml" target="_self"strongspan style="color: rgb(0, 0, 0) font-size: 18px "光学显微镜/span/strong/a/p/td/trtrtd 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padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "后道/span/p/tdtd width="104" rowspan="12" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "封装/span/p/tdtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "贴膜机/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "切割减薄设备/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "剥膜机/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "晶圆安装/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "晶圆切割机/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "贴片机/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "键合封装设备/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "注塑机/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "激光打标机/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "电镀设备/span/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "a href="https://www.instrument.com.cn/zc/1802.html" target="_self" style="color: rgb(0, 0, 0) text-decoration: underline "span style="color: rgb(0, 0, 0) "strongspan style="color: rgb(0, 0, 0) font-size: 16px font-family: arial, helvetica, sans-serif "退火炉/span/strong/span/a/p/td/trtrtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "切筋成型设备/span/p/td/trtrtd width="104" rowspan="6" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "测试/span/p/tdtd width="180" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center" valign="middle"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "AOI设备/span/p/td/trtrtd width="180" valign="middle" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "测试台/span/p/td/trtrtd width="180" valign="middle" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center"p style="text-align: justify "a href="https://www.instrument.com.cn/zc/1801.html" target="_self" style="font-size: 16px font-family: arial, helvetica, sans-serif color: rgb(0, 0, 0) text-decoration: underline "strongspan style="font-size: 16px font-family: arial, helvetica, sans-serif color: rgb(0, 0, 0) "探针台/span/strong/a/p/td/trtrtd width="180" valign="middle" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "分选机/span/p/td/trtrtd width="180" valign="middle" style="border: 1px solid rgb(0, 0, 0) padding: 5px word-break: break-all " align="center"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "气体分光仪/span/p/td/trtrtd width="180" valign="middle" style="border: 1px solid rgb(0, 0, 0) padding: 5px " align="center"p style="text-align: justify "span style="font-size: 16px font-family: arial, helvetica, sans-serif "自动测试设备ATE/span/p/td/tr/tbody/tablepbr//p