本文来自微信公众号:老和山下的小学僧,原文标题:《点沙成金:半导体》。
zaizhongguohe“waiguo”zheiliangguodejiaoliangzhong,jiujingnayiguogengzhanshangfeng?youshuozhongguodiaodawaiguo,youshuowaiguoqingsongbazhongguoenzaidishangmoca,shuangfangdouliejulelinlinzongzongdelizi,zhengdewomenchiguaqunzhongyilianmengbi。dangran,zhongjianpaikendingshuoliangguogeyoulibi,danzheijielunsuiranzhengquequemeishayingyang。xiangyaozaizhongwailiangguozheigehuatishangxiandeyoujianshi,dexiangaomingbaishashijishu?
hexinjishudaodishigesha?
把技术分分类,第一类姑且叫“可山寨技术”,或者叫“纯烧钱技术”,yourenxihuanwangzuobianshao,yourenxihuanwangyoubianshao,yushijiushaochulebutongdeyingyongjishu。zheibenzhishangshiyongjiujishujichengchuxinwanyier,biru,meididengyuedetuxingwuhao,tugongdekuahaidaqiao,xiaohuzideshushitanke,shenzhibaokuozhongguozhangchengheaijijinzita。dagebifang,zheiyoudianxiangjinisijilu:zuizhangdetoufa,zuizhangdezhijia,dengdeng……zheileidongxi,zhiyaoqiandaowei,gesheidoushaodechu,guanjiankanyoumeiyouxuqiu,suoyizheixieyekeyijiaoyingyongjishu。
biruzheizhongjiaqiaoji,jigegongyedaguodounenggao,dangaochulaizhinengdangwanju,zhiyoutugonggaochulaicaizhuanqian。
tugongfajiahou,bengfachuhailiangxuqiu,tuidonggezhongshaoqiandeyingyongjishujingpen,zhuanleqianyoukeyizizibujuandiwanshangezhongxijie,yushi,keyibuchuiniudeshuo,zhongguodeyingyongjishuyijinghezhenggewaiguopingqipingzuo。
第二类技术暂且叫“不可山寨技术”,或者叫“烧钱烧时间技术”,renheniubishebei,nipinmingwangxichai,zuizhongfaxiandoushicailiaojishu。
zuocailiaohezuocaichabuduo,fanqiechaodandechengfenkeyigaosuni,dannizuodecaijiushimeiwozuodehaochi,zheijiushihexinjishu。 chuleshengwuyixuezhiwai,hexinjishushuodaodijiushicailiaojishu。kanyichuanlizi:
发动机,工业皇冠上的明珠,是土工最遭人诟病的短板。其核心技术说白了就是涡轮叶片不够结实,油门踩狠了就得散架,无论是航天发动机、航空发动机、燃气轮机,只要带个“机”字,土工腰杆都有点软(可翻看前文《材料之殇:难产中国心》)。
cailiaojishuchuleshaoqian、shaoshijian,youshihaiyaodianyunqi。haishiyifadongjiweili:jinshulai,zheiwanyierheniehunyihun,zuochudewolunyepiandiaozhatian,laidequanqiutanmingchuliangdayue2500dun,zhuyaofenbuzaioumei,70%yonglaizuofadongjiwolunyepian,zheizhongzhanlvewuzi,tuotuobeimeidijinyun。qianjinianzaishanxifaxianyigechuliang176dundelaikuang,kebatugonglede,mashangpinlelaomingshaoqian,zheijiniankubishenghuocaiyouleqise。
xituyongciti,jiushiyongxituzuodecitie,nengyizhibaochicixing,yongchudadade。gaopinweixitukuangdaduofenbuzaizhongguo,suoyihe“ci”xiangguandejishu,tugongbimeidihainengdese,biruhejubian、taikonganwuzhitancedeng。jushuo,tugongqianjinianyeduimeidijinyun,bidemeidinalaijiaohuan,waijiashanxianhuibaochulaideneidianlai,j20defadongjicaisuanyouxiemeimu。
zuowei“gongyezhimu”degaoduanjichuang,tugongjibenhenanguozuyigeshuiping,zhinengyangwangribendeguoruishi。cailiaoshizuidadexianzhizhiyi,biru,gaosujiagongshi,zhuzhouhezhouchengmocachanshengrebianxing,daozhizhuzhoutaishengheqingxie,haiyoudaojumosun,dengdeng,suoyiduijiagongjingduyaoqiujigaodehuo,tugonghaishiwang“yang”xingtan。
guangxuejingti,tugongdebufenchanpinhainengduimeidishishijinyun,suoyiheguangxiangguandejishudouburuo,birujiguangwuqi、liangzitongxin。qidongwaixing,deyiyuqianxuesenneibeirendejidian,yuzhixiangguandejishuyeshiganggangde。
如果我们继续罗列,就会发现,应用宽泛的基础性材料,中国还是落后外国,应用相对较窄的细分领域,中国逐渐领跑。
小盆友们坐端正,重点来了!这种关键核心材料,全球总共约130种,也就是说,只要你有了这130种材料,就可以组装出世界上已有的任何设备,进而生产出已有的任何东西。
renleidehexinkeji,mouzhongchengdushangshuo,zhidejiushizhei130zhongcailiao,qizhong32%guoneiwanquankongbai,52%yilaijinkou,zaigaoduanjichuang、huojian、dafeiji、fadongjidengjianduanlingyubiligengxuanshu,lingjiansuiranshixianleguochan,danshengchanlingjiandeshebei95%yilaijinkou。zheixiekebushichenzhimalanguzideshiqing,ershigongxinbu2018nian7yuefabudeshuju,haixinxianzheni。
核心材料技术,说一句“外国仍把中国摁在地上”,一点都不过分。zheiqishihenrongyilijie,bijingfajiashijianbuzhang,ercailiaojishubudanyaoshaoqian,gengyaoshaoshijian。
这里得强调一下,应用技术并不比核心技术不重要,它需要资金、需求和社会实际情况的结合,虽然外国有能力烧,但也许一辈子都没机会烧。zheierkendingyourentaigangle:renjiazhishibuyuanyishao,buranfenfenzhongmiaoshani!hehe,ruguoqiangxingshaoqian,houguocanzhaolaomaozi。
磨叽半天,该回正题了,半导体芯片之所以难,是因为它不但涉及海量烧钱的应用技术,还有众多烧钱烧时间的材料技术。weilebianyulijie,zheihuadecongyuanlishuoqi。
芯片原理和量子力学
henduowenmangjuedeliangzilixuezhishiyigeshuxueyouxi,meiyouyingyongjiazhi,hehe,xiamianzanjijisuanjixinpianxungezuzong,qingkanshifan:
daoti,zannenglijie,jueyuanti,zanyenenglijie,xiaopenyoumendiyicibeiwulizhengmengde,pashibandaotile,suoyixiantigeweidewulilaoshibazheizhaihaishang。
yuanzizuchenggutishi,huiyouhenduoxiangtongdedianzihundaoyiqi,danliangzilixuerenwei,2gexiangtongdianzimeifadaizaiyigeguidaoshang,yushi,weilerangzheixiedianzibuzaiyigeguidaoshangdajia,henduoguidaojiufenliechenglehaojigeguidao,zheimeduoguidaojizaiyiqi,buxiaoxinaidejinle,jiubianchenglekuankuandedaguidao。zheizhongyouhenduoxiguidaojizaiyiqibianchengdekuanguidaojiujiaonengdai。
youxiekuanguidaojimanledianzi,dianzijiumeifayidong,youxiekuanguidaokongkuangdehen,dianzijiukeziyouyidong。dianzinengyidong,hongguanshangbiaoxianweidaodian,fanguolai,dianzidongbulejiubunengdaodian。
haole,womenbashiqingshuodejiandanyidian,buti“jiadai、mandai、jindai、daodai”degainian,zhunbeiquanzhongdian!
youxiemanguidaohekongguidaoaidetaijin,dianzikeyihaobufeilicongmanguidaopaodaokongguidaoshang,yushijiunengziyouyidong,zheijiushidaoti。yijiajinshudedaodianyuanlishaoyoubutong。
danhenduoshihouliangtiaokuanguidaozhijianshiyoukongxide,dianzidankaozijishikuabuguoqude,yejiubudaodianle。danruguokongxidekuanduzai5evzhinei,jidianzijiageewainengliang,yenengkuadaokongguidaoshang,kuaguoqujiunengziyouyidong,yejiushidaodian。zheizhongkongxikuandubuchaoguo5evdeguti,youshinengdaodianyoushibunengdaodian,suoyijiaobandaoti。
ruguokongxichaoguo5ev,neijibenjiudexiecai,zhengchangqingkuangxiadianzishikuabuguoqude,zheijiushijueyuanti。dangran,ruguoshinengliangzugoudadehua,bieshuo5evdekongxi,50evdouzhaoyangpaoguoqu,birugaoyadianjichuankongqi。
daozhei,youliangzilixuefazhanchudenengdaililunjiuchabuduochengxingle,nengdaililunxitongdijieshiledaoti、jueyuantihebandaotidebenzhiqubie,ji,qujueyumanguidaohekongguidaozhijiandejianxi,xueshudianshuo,qujueyujiadaihedaodaizhijiandejindaikuandu。
bandaotilixinpianyuanlihaihenyaoyuan,bieji。
henmingxian,xiangdaotizheizhongzhinanmeishakezhetengde,suoyidaoxiandaolejintianrengranshitongxian,jishushangmeiyourenhejinzhan,jueyuantidemingyunyechabuduo。
bandaotizheizhongaiaimeimeidexinggezuirongyigaoshiqing,suoyiyudianzishebeixiangguandechanyejibendoushuyubandaotichanye,ruxinpian、leida。
下面有点烧脑细胞。
jiyuyixiejiandandeyuanyin,kexuejiayongguizuoweibandaotidejichucailiao。guidewaicengyou4gedianzi,jiashemougegutiyou100geguiyuanzizucheng,neimetademanguidaojiujimanle400gedianzi。zheishi,yong10gepengyuanziqudaiqizhong10geguiyuanzi,erpengzheileisanjiayuansuwaicengzhiyou3gedianzi,suoyizheikuaigutidemanguidaojiuyoule10gekongwei。zheijiuxiangdangyuzaijimanrendegongjiaocheshangtengchulejigekongweizi,weidianzideyidongtigongletiaojian。zheijiaopxingbandaoti。
tongli,ruguoyong10gelinyuanziqudai10geguiyuanzi,linzheileiwujiayuansuwaicengyou5gedianzi,yincimanguidaoshangfaneryouduochule10gedianzi。xiangdangyujimanrendegongjiaochewaimianyouguale10geren,zheixierenfeichangrongyituoligongjiaoche,zheijiaonxingbandaoti。
现在把PN这两种半导体面对面放一起会咋样?不用想也知道,N型那些额外的电子必然是跑到P型那些空位上去了,一直到电场平衡为止,这就是大名鼎鼎的“PN结”。(动图来自《科学网》张云的博文)
zheishihouzaijiagezhengxiangdedianya,nxingbandaotineixieewaidedianzijiuhuiyuanyuanbuduanpaodaopxingbandaotidekongweishang,dianzideyidongjiushidianliu,zheishidepnjiejiushidaodiande。
ruguojiagefanxiangdedianyani?congpxingbandaotineilizaichoudianzidaonxingbandaoti,ernxingzaoyiguamanleewaidedianzi,duochulaidedianzibuduanzengqiangdianchang,zhizhidixiaowaijiadedianya,dianzijiubuzaijixuyidong,cishipnjiejiushibudaodiande。
dangran,shijishanghaishihuiyouweiruodedianziyidong,danhezhengxiangdianliuxiangbikehulvebuji。
如果你已经被整晕了,没关系,用大白话总结一下:PN结具有单向导电性。
haole,womenxianzaiyijingyouledanxiangdaodiandepnjie,ranhouni?bapnjieliangduanjieshangdaoxian,jiushierjiguan:
youleerjiguan,suishoudagedianlu:
sanjiaoxingdaibiaoerjiguan,jiantoufangxiangbiaoshidianliuketongguodefangxiang,abshishuruduan,fshishuchuduan。ruguoabujiadianya,dianliujiuhuishunzheaneitiaoxianliuchu,fduanjiumeiledianya;ruguoabtongshijiadianya,dianliujiuhuibeiduzaierjiguandelingyitou,fduanyejiuyouledianya。jiashebayoudianyakanzuo1,meidianyakanzuo0,neimezhiyoucongabduantongshishuru1,fduancaihuishuchu1,zheijiushi“yumendianlu”,
tongli,badianlugaichengzheiyang,neimezhiyaoabyouyigeshuru1,fduanjiuhuishuchu1,zheijiao“huomendianlu”:
xianzaiyoulezheixiejibendeluojimendianlu,lixinpianjiubuyuanle。nikeyishejichuyizhongdianlu,tadegongnengshi,bayichuan1he0,bianchenglingyichuan1he0。
jiandanjugelizi,jidiergehedisigeshuruduanjiadianya,xiangdangyushuchu0101,jingguotedingdedianlu,shuchuduankeyibiancheng1010,jidiyigehedisangeshuchuduanyoudianya。
womenlaiwangeshaoweifuzayidiandeju:
zuobianyou8geshuruduan,youbianyou7geshuchuduan,meigeshuchuduanduiyingyigefaguangguan。congzuobianshuruyichuanxinhao:00000101,jingguozhongjianyiduidedianlu,shideyoubianshuchulingyichuanxinhao:1011011。1daibiaoyoudianya,0daibiaowudianya,youdianyajiukeyidianliangduiyingdefaguangguan,ji7gefaguangguandianliangle5ge,yushi,jiudedaoleyigeshuzi“5”,rushangtusuoshi。
zhongyu,womenyijinggaodingleshuzishiruhexianshide!ruguonixiangjinxing1+1dejiafayunsuan,qidianludefuzachengdujiuyijingchaoguole99%derendezhishangle,jibianbensengqinzichushou,shejidianludeyunsuannengliyedibuguoyifusuanpan。
zhidaoyouyitian,yourenyong18000zhidianziguan,6000gekaiguan,7000zhidianzu,10000zhidianrong,50wantiaoxianzuchengleyigechaojifuzadedianlu,danshenglerenleidiyitaijisuanji,zhongda30dun,yunsuannengli5000ci/miao,haibujixianzaishouchijisuanqideshifenzhiyi。buzhidaodangshidegongchengshiweileanzhuangzheiduidianlu,naozichoujinleduoshaohui。
jiexialaidesilujiujiandanle,ruhebazhei30dundongxi,jichengdaozhijianeimedadedifangshangni?zheijiushixinpian。
芯片制造与中国技术
weileba30dundeyunsuandianlusuoxiao,gongchengshimenbaduoyudedongxiquanrengle,zhijiezaiguipianshangzhizuopnjiehedianlu。xiamiancongguipianchufa,shuoshuoxinpiandezhizuoguochenghezhongguosuochudeshuiping。
一、硅
bazheiwanyierlvhualezaizhengliu,keyidedaochunduhengaodegui,qiechengpianjiushiwomenxiangyaodeguipian。guidepingpanzhibiaojiushichundu,nixiangxiang,ruguoguiliyouyiduizazhi,neidianzijiubiexiangzaimanguidaohekongguidaozhijianpaoshunchang。
太阳能级高纯硅要求99.9999%,这玩意儿全世界超过一半是中国产的,早被玩成了白菜价。芯片用的电子级高纯硅要求99.999999999%(别数了,11个9),jihuquanlaijinkou,zhidao2018nianjiangsudexinhuagongsicaishixianliangchan,muqiannianchan0.5wandun,erzhongguoyinianjinkou15wandun。
nandedeshi,xinhuadegaochunguichukoudaolebandaotiqiangguohanguo,pinzhiyinggaihaibucuo。buguo,30%dezhizaoshebeihaidejinkou……
高纯硅的传统霸主依然是德国Wacker和美国Hemlock(美日合资),中国任重而道远。
二、晶圆
guitichunshixuyaoxuanzhuan,chengpinjiuzhangzheiyang:
suoyiqiepianhoudeguipianyeshiyuande,yincijiujiao“jingyuan”。zheicishibushiyijingyoudianershule?
qiehaozhihou,jiuyaozaijingyuanshangbachengqianshangwandedianluzhuangqilaide,ganzheihuodejiujiao“jingyuanchang”。geweipainaodaixiangxiang,yimuqianrenleidejishu,zenyangcainengwanchengzheizhongcaozuo?
yongyuanzicaozongshu?xiangduole,pengyou!dengnilianchengyujianfeixingdeshihou,renleihaibujiandenengcaozongyigeyigeyuanzizuchenggezhongqijian。jingyuanjiagongdeguochengyoudianfansuo。
shouxianzaijingyuanshangtuyicengganguangcailiao,zheicailiaojianguangjiuronghua,neiguangcongnalilai?guangkeji,keyiyongfeichangjingzhundeguangxian,zaiganguangcailiaoshangkechutuan,rangdixiadejingyuanluoluchulai。ranhou,yongdenglizitizheileidongxichongshua,luoludejingyuanjiuhuibeikechuhenduogoucao,zheitaoshebeijiujiaokeshiji。zaigoucaolichanrulinyuansu,jiudedaoleyiduinxingbandaoti。
wanchengzhihou,qingxiganjing,zhongxintushangganguangcailiao,yongguangkejiketu,yongkeshijikegoucao,zaisashangpeng,jiuyoulepxingbandaoti。
实际过程更加繁琐,大致原理就是这么回事。有点像3D打印,把导线和其他器件一点点一层层装进去。
zheikuaijingyuanshangdexiaofangkuaijiushixinpian。xinpianfangdalekanjiushichengduichengduidedianlu,zheixiedianlubingbubineitai30dunjisuanjidedianlugaoming,zuidicengdoushijiandandemendianlu。zhishicaiyonglegengduodeqijian,zuchenglegengpangdadedianlu,yunsuanxingnengziranjiutigaole。
jushuozheijiushiyigeyufeimendianlu:
tigewenti:weishabubaxinpianzuodegengdayidianni?zheiyangbujiukeyianzhuanggengduodianlulema?xingnengbujiuganshangwaiguolema?
zheigewentihenyouyisi,daanchuqijiandan:qian!yikuai300mmzhijingdejingyuan,16nmgongyikeyizuochu100kuaixinpian,10nmgongyikeyizuochu210kuaixinpian,yushijiagejiubianyileyiban,zaishichangshangjiunengsisienzhujingzhengduishou,zhuanleqianyoukeyizuogengduoyanfa,chajujiuzheimelakaile。
shuogetiwaihua,zhongguojunyongxinpianjibenshixianlezijizizu,yinweizanbujijiaoqianma!keyibaxinpianzuodedadade。lingwai,yuedadeguipianyudaozazhidegailvyueda,suoyixinpianyuedaliangpinlvyuedi。zongdelaishuo,daxinpiandechengbenyuanyuangaoyuxiaoxinpian,buguoduijunfanglaishuo,zheidoubujiaoshier。
可别把“龙芯”和“汉芯”混为一谈
三、设计与制造
yongshuyiyijideqijianzuchengrucipangdadedianlu,xiangxiangjiutoupifama,suoyixinpiandeshejiyichangzhongyao,zhongyaodaolehecailiaojishuxiangtibinglundedibu。
yigelukouhonglvdengshezhibuheli,jiukenengdaozhidapianduche。dianzizaixinpianshangpaolaipaoqu,shaoweiyougepnjiechuwenti,dianzitongyanghuiduche。zheizhongjingqiaodexianlusheji,zhiyouyizhongbanfakeyijianyan,neijiushi:yong!daliangdaliangdeyong!xianzaizhidaoxinpianchengbendezhongyaoxingleba,yinweinibuhuiduohuaqianqumaiyitaixingnengxiangtongdediannao,erxinpianqiyemeileshichangfene,henrongyixianruexingxunhuan。
正因为如此,芯片设计不光要烧钱,也需要时间沉淀,属于“烧钱烧时间”的核心技术。既然是核心技术,自然就会发展出独立的公司,所以芯片公司有三类:设计制造都做、只做设计、只做制造。
bandaotishitaiwanshaoyouderenglingxiandaludejishule,jiyulianganshizhishangdefenzhizhuangtai,suoyizhongguodaluhetaiwanzanqiefenkaibiaoshu。
早期的设计制造都是一块儿做的,最有名的:美国英特尔、韩国、ribendongzhi、yidalifaguodeyifabandaoti;zhongguodalude:huarunweidianzi、shilanwei;zhongguotaiwande:wanghongdianzideng。
waiguo、taiwan、dalusanfang,zuiluohoudejiushidalu,chanpinduojizhongzaijiadianyaokongqizhileidediduanlingyu,shouji、diannaozheixiegaoduanxinpianjihukongbai!
后来随着芯片越来越复杂,设计与制造就分开了,有些公司只设计,成了纯粹的芯片设计公司。如,美国的高通、博通、AMD,中国台湾的联发科,大陆的、展讯等。
挨个点评几句。
damingdingdingdegaotongjiubuduoshuole,shijieshangyibanshoujizhuangdeshigaotongxinpian;botongshipingguoshoujidexinpiangongyingshang,shoujixinpianpaidierhaowuxuannian;amdheyingteerjibenbadiannaoxinpianbaochangle。zheixiequanshimeiguogongsi,shijiebazhuzhenbushichuide。
taiwanlianfakezoudezhongdiduanluxian,shoujixinpiandeshichangfenepaidisan,henduoguochanshoujidouyong,biruxiaomi、oppo、meizu。buguozuijinbeigaotonggandeyoudiancan,xiaolianglianlianxiadie。
华为海思是最争气的,大家肯定看过很多故事了,不展开。除了通信芯片,海思也做手机用的麒麟芯片,市场份额随着华为手机的增长排进了前五。个人切身体会,海思芯片的进步真的相当不错(这一波广告,不收华为一分钱)。
zhanxunshiqinghuadaxuedexiaobanqiye,bijiaozaodedaluxinpianqiye,bijingbunengbeirentiguangtouba,yingzhetoupishang,zoudeshididuanluxian。qianduanshijianchuanchulebushaoweiji,houlaiyoushuoshibiangedekaishi,guodehenburongyi,heshijiejutouxiangchashenduo。
daluhaiyouyipixinpianshejiqiye,chenxingbandaoti、lianyongkeji、ruiyubandaotideng,doushitaiwanlaodagedezigongsi,chanpinyingyongyudianshi、bianxieshidianzichanpindenglingyu,haitingzirun。
在大陆的芯片设计公司,台湾顶住了大半边天!
还有一类只制造、不设计的晶圆代工厂,这必须得先说台湾的台积电。正是台积电的出现,才把芯片的设计和制造分开了。2017niantaijidianbaoxialequanshijiejingyuandaigongyewude56%,guimohejishujunliequanqiudiyi,shizhishenzhichaoguoleyingteer,chengweiquanqiudiyibandaotiqiye。
jingyuandaigongchangyoushitaiwanlaodagedetianxia,chuletaijidianzheigejuwuba,taiwanhaiyoulianhuadianzi、lijingbandaotidengdeng,lianmeiguohanguodoudekaobianzhan。
daluzuidadedaigongchangshizhongxinguoji,haiyoushanghaihualiweidianziyehaibucuo,danjishuheguimodouyuanbujitaiwan。buguoshouzhiyutaiwanguijuedeshehuixianzhuang,taijidiankaishibujudalu,luohunanjing。zheijiniantaizi、waiqifengkuangzaidalujianjingyuandaigongchang,zheijiashihedangnianheziqicheyoudeyipin。
daludezhongxinguojijubei28nmgongyi,14nmdeshengchanxianyezailushang,kexihaimeiyingli。dajiahaishiyuanyibazheihuojiaojitaijidian,taijidianjihunaxialequanqiu70%de28nmyixiadaigongyewu。
meiguo、hanguo、taiwanyijubei10nmdejiagongnengli,zuijinjigezhantaijidianganggangshangxianle7nmgongyi,wenwenyaguosanxing,shoupikehujiushihuaweideqilin980xinpian。zheilianggemenerzaojiushilaodadangle,huaweishejixinpian,taijidianjiagongxinpian。
shuozhende,ruguodalunengjichengtaiwandebandaotichanye,bingliyonglinghuodezhengcehepangdadeshichangcujinqijinyibushengji,tugongzhuiganmeididebufazhishaoqingsongyiban。xianzaima,dalurenzhongerdaoyuanna!
四、核心设备
xinpianliangpinlvqujueyujingyuanchangzhengtishuiping,danjiagongjingduwanquanqujueyuhexinshebei,jiushiqianmiantidaode“guangkeji”。
光刻机,荷兰阿斯麦公司(ASML)hengsaotianxia!buhaoyisi,chanlianghaibugao,nimenmanmandengzheba!wulunshitaijidian、sanxing,haishiyingteer,sheixianmaidaoasimaideguangkeji,sheijiunenglvxianjubei7nmgongyi。meibanfa,jiushizheimeqiangda!
ribendenikanghejianengyezuoguangkeji,danjishuyuanburuasimai,zheijinianbeiasimaidadezhaobudaobei,zhinengzaididuanshichangqiangfene。
asimaishiweiyidegaoduanguangkejishengchanshang,meitaishoujiazhishao1yimeijin,2017nianzhishengchanle12tai,2018nianyujinengchan24tai,zheixiedouyijingbeitaijidiansanxingyingteerqiangwanle,2019nianyuceyou40tai,qizhongyitaishijizanmendezhongxinguoji。
jiranzheimezhongyao,zanbunengduochudianqianma?diyi:yingteeryouasimai15%degufen,taijidianyou5%,sanxingyou3%,youxieshihouba,qianbushiwannengde。dier,meidizhenglege《wasennaxieding》,minganjishubunengmai,zhongguo、chaoxian、yilang、libiyajunshibeixianzhiguojia。
有意思的是,2009年上海微电子的90纳米光刻机研制成功(核心部件进口),2010nianmeidiyunxu90nmyishangshebeixiaoshoujizhongguo,houlaizhongguokaishigongguan65nmguangkeji,2015nianmeidiyunxu65nmyishangshebeixiaoshoujizhongguo,zaihoulaimeidikaishiguanbuzhuxiaodile,zhongxinguojicaiyoujihuiqujianlouyitaigaoduanji。
buguozanyebuyongqinei,zansuibianyijiafangdichangongsi,xiaoshoueqingsongmiaoshaasimai,eye!
重要性仅次于光刻机的刻蚀机,中国的状况要好很多,16nmkeshijiyijingliangchanyunxing,7-10nmkeshijiyezailushangle,suoyimeidihentiexindejiechuleduizhongguokeshijidefengsuo。
zaijingyuanshangzhurupenglindengyuansuyaoyongdao“lizizhuruji”,2017nian8yuezhongyuyoulediyitaiguochanshangyongji,shuipingxianbutile。lizizhuruji70%deshichangfeneshimeiguoyingyongcailiaogongside。tuganguangcailiaodeyong“tujiaoxianyingji”,ribendongjingdianzigongsinazoule90%deshichangfene。jibianshiguangkejiaozheixiefuzhucailiao,yejihubeiribenxinyue、meiguotaoshidenglongduan。
2015nianzhi2020nian,guoneibandaotichanyejihuatouzi650yimeiyuan,qizhongshebeitouzi500yimeiyuan,zaiqizhong480yimeiyuanyongyugoumaijinkoushebei。
suanxialai,zheijinianzhongguonianjuntouru130yi,eryingteeryijiagongsideyanfatourujiuchaoguo130yimeiyuan。
lunbandaotishebei,zhongguo,renwubizhong、daowubiyuana!
五、封测
xinpianzuohaohou,decongjingyuanshangqiexialai,jieshangdaoxian,zhuangshangwaiqiao,shunbianhaideceshi,zheijiujiaofengce。
fengceyouyouyoushitaiwanlaodagedetianxia,paimingshijiediyideriyueguang,houmianhaigenzheyiduishilibusudexiaodi:guipin、licheng、nanmao、xinbang、jingyuandianzi。
daludesandafengcejutou,zhangdiankeji、huatiankeji、tongfuweidian,hundedouhaibucuo,bijingzhishixinpianchanyedemoduan,jishuhanliangbugao。
中国芯
shuoqizhongguoxinpian,budebuti“hanxinshijian”。2003nianshanghaijiaotongdaxueweidianzixueyuanyuanzhangchenjinjiaoshoucongmeiguomaihuixinpian,modiaoyuanyoubiaoji,zuoweizizhuyanfachengguo,pianquwushuzijinherongyu,xiaohaodaliangshehuiziyuan,yingxiangzhieliekeweikongqian!yizhiyuhenzhangyiduanshijian,keyanquantanxinsebian,yanzhongganraolexinpianxingyedezhengchangfazhan。
硅原料、芯片设计、晶圆加工、封测,以及相关的半导体设备,绝大部分领域中国还是处于“任重而道远”的状态,那这种懵逼状态还得持续多久呢?根据“烧钱烧时间”理论,掐指算算,大约是2030年吧!国务院印发的《集成电路产业发展纲要》明确提出,2030年集成电路产业链主要环节达到国际先进水平,一批企业进入国际第一梯队,产业实现跨越式发展。
dangqian,zhongguoxinpiandezongtishuipingchabuduochuzaiganggangshixianlingtupodejieduan,suiranshichangfeneweihuqiwei,danmeigelingyudoucanleyijiao,qianjinghaishikeqidaide。
极限
wenmo,xiguanxingbaoyuanyixiarenleikejideyouzhi。xinpian,zuoweidahuoxuejiannaodainengdadaodezuigaokejishuizhun,qijichudenengdaililunjingranzhishigejinsililun,dianzidexingweirengranmeifajingquejisuan。zaiwangdaleshuo,biekanxianzaidejishufenfanfuza,qishijiushiwanwandianzieryi,zhiyuqitajibaizhonglizi,haiwanquanbuzhidaozenmewan!
xinpianjiagongjingduyijingdaole7nm,suiransanxingchuiniushuoyaoshaodao3nm,keneiyouruhe?nihainengjixushaoma?1nmchabuduojiushijigeyuanzieryi,liangzixiaoyingfeichangxianzhu,jinsililunjiubuhaoshile,dianzidexingweigengjiananyiyuce,bandaotixingyejiudezaizheierxiecai。
shaoqianyehao,shaoshijianyeba,shaodaojintoujiushililunwuli。jichukexuechuleshaoqianshaoshijian,haideshaoren,shaodeyichangcanlie,100gegaozhishang,99gedoushidianjiaoshi!gongchengshikeyibandaochujia,danwulixuejiabixukebanchushen,jichukexuezaizhongguobeihushilewuqianduonian,rujinmeiniantianbaoreduhaiburushuaxide。
bunengguangzhetengdianzile,weilebazhongweiziyeyongqilai,zanganjinhuyou......ai,budui,shihuyugengduohaizixuejichukexueba!
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