Japanese semiconductor manufacturers have achieved outstanding results
According to statistics released by the Semiconductor Equipment Association of Japan (SEAJ) on the 25th, sales of semiconductor equipment in Japan (3-month moving average) reached 271.904 billion yen in October this year, an increase of 49.1% over the same period last year, and the 10th consecutive month of growth. , The growth rate exceeded 10% for the eighth consecutive month, the largest increase since July 2017. Sales in the first 10 months of last year reached 24,91,801 million yen, a year-on-year increase of 31.9%.
Market demand continues to be strong, and Japanese semiconductor equipment manufacturers have revised their financial estimates.
After evaluating the latest investment trends and performance trends of its customers, TEL announced on November 12 that due to the advancement of customer demand and increased orders, it will consolidate its revenue target this year (April 2021-2022). Annual increase of 71.8%), the revenue target for the whole year is expected (it will be an annual increase of 64.6%), and hit a record high.
On October 27th, Screen Holdings, a manufacturer of semiconductor panel manufacturing equipment, announced that as semiconductor manufacturers’ equipment investment intentions exceeded expectations, and semiconductor equipment orders broke records, it will target its consolidated revenue for this year (April 2021-2022). The original estimate of 391.5 billion yen was a record high.
SEAJ predicted in July that Logic foundry companies will actively invest, and storage vendors will also invest a lot of money. It is expected that sales of Japanese semiconductor equipment will increase by 22.5% year-on-year to 2,920 billion yen this year (April-2022). Breaking through a record high in 2 years.
SEAJ also stated that the level of investment concentrated in logic fabs is expected to remain at a high level. It is expected that sales of semiconductor equipment in Japan will exceed the 3 trillion yen mark for the first time in the next year, reaching 3,070 billion yen, an increase of 5.1% year-on-year, 2023 The year-on-year increase was 4.9% to 3.220 billion yen, and the compound annual growth rate (CAGR) from 2021 to 2023 is expected to reach 10.5%.
Dongdian Electronics is a global leader in semiconductor manufacturing equipment and flat panel Display (FPD) manufacturing equipment. The company’s products have outstanding characteristics in manufacturing processes and mass production, and have been widely used in production lines by global semiconductor manufacturers and FPD manufacturers.
Dongdian Electronics provides excellent technical support while providing a wealth of semiconductor manufacturing equipment. The company has a complete range of products, mainly including glue coating/development, etching devices, film forming devices, cleaning devices, detectors, etc. used in the wafer processing process. In addition, the company also operates coating devices and wafer connection/separation devices used in advanced packaging processes.
Tokyo Electronics started from manufacturing diffusion furnaces (diffusion furnaces are one of the important process equipment in the pre-process of semiconductor production lines, used for diffusion, oxidation, annealing, alloys in large-scale integrated circuits, discrete devices, power electronics, optoelectronic devices, and optical fibers. And sintering and other processes.), has developed vertical heat treatment film forming equipment, imaging equipment, chip etching equipment, and we also own a wafer factory, and shipped 20,000 wafers in 2007. Later, Tokyo Electronics won the semiconductor excellence award in 2012 for its wafer bonding/de-gluing equipment “Synapse? Series”. In addition, Tokyo Electronics also develops and exports monolithic cleaning equipment and monolithic deposition equipment.
Flat panel displays (FPD) are not only used on TVs, but also used on mobile phones and tablet computers. They are essential in our daily lives. In the future, it is expected that the demand for new types of VR/AR head-mounted displays will continue to expand. Utilizing the technical strength of semiconductor manufacturing equipment cultivated by Dongdian Electronics, it provides strong technical support for FPD coating/developing and FPD etching/ashing devices. In the future, in order to adapt to the expansion of the organic EL Display market, the company will also provide jet equipment to produce large-scale base organic EL panels.
In the field of semiconductor manufacturing equipment and FPD, TEPCO has a rich product lineup and is one of the few diversified product suppliers in the world.
Japan’s second-hand in semiconductor equipment-SCREEN
SCREEN is a company that started with the manufacture of glass screens. In 1964, the company developed the Electronic engraving machine “Automatic Gray”. Engrave the embossed plate directly from the reflective original or the transmissive original into a plate. In 1966, they developed Japan’s first electronic color separation device “Scanner Diagram Type I”, and developed an ultra-precision zoom camera “Ambassador C-59” for semiconductor manufacturing equipment.
In 1975, SCREEN developed the semiconductor manufacturing equipment “Wafer Etcher EMW-322/411”. In 1977, the company and Erna Corporation jointly developed the world’s largest fully automatic printed circuit board manufacturing equipment. In 1978, it developed the photoresist coating equipment “Rotor SCW-421” for semiconductor manufacturing. In 1992, SCREEN developed a new cleaning equipment “Wet Station WS-820L”, which is used in the conveyor system to eliminate wafer contamination.
In 2001, SCREEN launched the “1000” series of TFT liquid crystal manufacturing equipment, supporting the fifth-generation glass substrate size. Since then, the company has also stepped into the field of display panel manufacturing. In 2005, the company designed the “RF3i” coating and developing device corresponding to the immersion process, introducing the world’s highest market share of cleaning equipment technology into the industry-leading immersion process. Since then, SCREEN has introduced a variety of wafer cleaning devices. Subsequently, in 2017, SCREEN developed the exposure equipment “DW-3000 pLP” for semiconductor post-processing FOPLP (Fan Outer Panel Panel).
The report in 2018 is very interesting: “The cumulative shipment of semiconductor cleaning equipment 3 series has exceeded 7,000 units.” SCREEN has occupied about 50% of the market in the semiconductor cleaning equipment branch industry so far. It can be said that the company is manufacturing semiconductor cleaning equipment. There are unique technologies in this respect.
Although with the signing of the “Plaza Agreement”, Japan compromised with the United States and lost its semiconductor manufacturing industry, but Japan’s semiconductor industry has not died down. To this day, Japan’s semiconductor raw materials and semiconductor manufacturing equipment industries still rank among the top in the world. However, Japan’s switch to vigorously develop the upstream semiconductor and derivative industries is still a very wise decision from today’s perspective.
Since many subdivided types and models of semiconductor manufacturing equipment (not just lithography machines) are produced in Japan, with the popularity of the semiconductor sector in recent years and the impact of the epidemic on the supply of semiconductor products, various reasons have greatly promoted Japanese semiconductors. The development of equipment manufacturing industry. To this end, various semiconductor equipment suppliers have also come up with ambitious plans.
Some people say that this is the heat, and when the epidemic dissipates, there will naturally be no such big demand. The author believes that, first, due to the inadequate control of the epidemic in some countries around the world, the current global epidemic has developed in the direction of “global spread and multi-level differentiation”, and the epidemic will not disappear for the time being. Second, as companies capable of manufacturing semiconductors seek to seize the frontier market of technology, countless semiconductor-related companies have joined the technology competition. This upsurge, if there is no major financial crisis, will not be able to subside temporarily, so the investment in the semiconductor industry is currently stable and rising in the long run.
For this reason, whether it is a semiconductor equipment manufacturer or the entire semiconductor industry, the current situation is very good. However, the author believes that in any industry, if more hot money enters, there will be a risk of becoming a bubble, and the company that can rise and fall in the bubble must be a company with solid technical capital. Japanese semiconductor equipment manufacturers have exactly this qualification.