As we all know, in the chip industry, semiconductor equipment, semiconductor materials, EDA, IP, etc., belong to the upstream industry. Design and manufacturing belong to the midstream industry, and packaging and testing belong to the downstream industry.
The upstream generally restricts the midstream and the downstream, so the design and manufacturing of the chip industry are limited by semiconductor equipment, materials, EDA, IP, etc.
Everyone also knows that in the field of semiconductor equipment, the United States, Japan, and Europe are the hegemons, and the semiconductor equipment of the United States, Japan, and Europe almost monopolizes 90% of all markets in the world.
Therefore, China's chip manufacturing industry has always relied on importing these equipment from the United States, Japan, Europe, etc., such as Applied Materials and Kelei in the United States, Tokyo Electron in Japan, ASML in Europe, etc., which are indispensable suppliers of China's chip industry.
But everyone also knows that in order to limit the development of China's chip industry, the United States has joined forces with Japan and the Netherlands to restrict China's chip industry, not allowing advanced semiconductor equipment to be sold to China, and wants to lock China's logic chips at 14nm, NAND flash at 128 layers, and DRAM at 18nm.
In such a situation, we can only break the blockade by constantly striving to break through and solve the problem of semiconductor equipment by ourselves.
Recently, the good news came out that China's best semiconductor equipment manufacturers will explode in 2023 and have been supported by many domestic wafer factories and successfully entered the global Top 10.
According to the performance forecast, NAURA expects its annual revenue in 2023 to reach 209.7~23.10 billion yuan, a year-on-year increase of 42.77%~57.27%. The net profit is expected to reach 36.1~4.15 billion yuan, a year-on-year increase of 53.44%~76.39%.
As shown in the figure above, from the ranking of global semiconductor equipment manufacturers, NAURA will become the only Top 10 company in Chinese mainland on the list, which can be regarded as successfully breaking the market monopoly of American, Japanese and European manufacturers for many years.
You must know that in the past, the Top 10 were basically manufacturers in these three regions, and Chinese mainland companies basically could not be on the list.
NAURA is mainly engaged in plasma etching machine, PVD, CVD, ALD, furnace tube and cleaning equipment, from the perspective of accuracy, some equipment has reached the level of 10nm and 7nm, and there are a large number of equipment in the advanced process of 14nm.
It can be seen that as long as research and development is serious, Chinese companies can also achieve good results in the field of semiconductor equipment, and I hope that more and more enterprises, like North Huachuang, will continue to make breakthroughs, so China's chip industry will not have to worry about equipment being stuck.