Domestic Track Equipment Industry Ushers in A New Opportunity

Track equipment is an indispensable processing part of chip making, which realizes the transmission and processing of wafer between various systems by the manipulator to cooperate with the lithography machine in the process of photoresist coating, curing, and developing, and others. As the input of the coating of photoresist before exposure and the output of the development of the figure after exposure, not only does the performance of the Track equipment have a direct impact on the formation of the fine exposure but also the figure quality and defect control of the development process also have a profound impact on the figure transfer results of the subsequent etching and ion injection process.

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Market Scale

There are FEOL and BEOL in semiconductor production. The FEOL refers to the process from the beginning of silicon wafer processing to the end of making an integrated circuit on a silicon wafer. As an important process equipment in the previous wafer processing of integrated circuit manufacturing, the front Track equipment plays a very important role in the purchase of wafer factory equipment. In recent years, chip manufacturing has become a competition point among countries, driving the global demand for wafer factory equipment, and the global market scale of the front Track equipment and single-chip cleaning equipment is growing. According to statistics, the global sales volume of the front Track equipment increased from 1.4 billion USD in 2013 to 2.3 billion USD in 2018, with a CAGR of 10.58 percent, which is expected to reach 2.5 billion USD in 2023. The global sales volume of the front single-chip cleaning equipment increased from 1.6 billion USD in 2013 to 2.3 billion USD in 2018, with a CAGR of 6.83 percent, which is expected to reach 23.1 billion USD in 2023. According to statistics, the sales volume of the front Track equipment in China, including Taiwan, increased from 857 million USD in 2016 to 896 million USD in 2018, which is expected to reach 1.0 billion USD in 2023.

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TEL Takes the Dominant Position

At present, the Track equipment used in the FEOL in the world is mainly monopolized by TEL of Japan, which is in the absolute monopoly position in the domestic market, accounting for 90 percent of the domestic market share, while the market share of Kingsemi is less than 5 percent.

Driven by the National and Local Support

The strategy of Made in China 2025 puts forward clear requirements that the localization rate of 90-32nm process equipment will reach 50 percent before 2020, and the localization rate of the 90nm lithography machine will be realized. Before 2025, the localization rate of 20-14nm process equipment will reach 30 percent to achieve the localization of the immersion lithography machine. At the same time, the second phase plan of the national integrated circuit fund has been approved by the State Council, with a scale of about 28.6 billion USD. In addition, the local government also launched the integrated circuit investment to remove the financial obstacles for the development of domestic semiconductors, which effectively promotes the development of the semiconductor industry. It is expected to step up the localization of China's semiconductor equipment and keep pace with the advanced level in the world as soon as possible.

It Brings Opportunities to Domestic Manufacturers Under the Industry Transfer to Mainland China

For one thing, the rapid development of the semiconductor industry in China is the initial energy for the domestic Track equipment industry. The capital expenditure of Chinese enterprises on semiconductors reached 110 billion USD in 2018, breaking through 100 billion USD for the first time, exceeding the sum of the semiconductor capital expenditure of European and Japanese enterprises by 10.7 billion USD. For another thing, during this epidemic, China has not only to stabilize the domestic production and people's livelihood, but also given a hand the other countries and filled the global industrial chain, which shows an image of a responsible power so that all sectors of society can trust the development of supply chain under the Chinese system. According to the relevant data, 62 wafer factories will be put into operation in the world in 2020, of which 26 factories will be located in China, accounting for about 42 percent. Though the famous foreign enterprises occupy the domestic market through the spliced technical barriers and brand advantage under the continuous transfer of the global semiconductor industry to the mainland of China, objectively, it brings more opportunities for the development of the domestic semiconductor equipment industry.

Among many domestic semiconductor manufacturers, Kingsemi from Shenyang is the only manufacturer engaged in the Track equipment. Certainly, the task of localization of the Track equipment is expected to be undertaken by Kingsemi. It has also mastered relevant core technologies and some certain brand awareness, occupied a certain market share, and local advantages with a better understanding of customer needs and more flexible service methods compared with foreign well-known enterprises.

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