The production capacity of mature mainland China accounts for about 29%. It is estimated that 2027 will be expanded to 33%

according toTrendForce Ji State Consultation Statistics, 2023 ~ 2027 Global Workers' mature process (28nm and above) and advanced processes (16nm and below) have remained at about 7: 3.

Due to the efforts to promote localized production and other policies and subsidies, mainland China has the most active expansion of production. It is estimated that the proportion of production capacity in mainland China will be29%, growing to 33%in 2027, of which SMIC, Huahong Group, and nexchip are most positive.

Expansion focus on special processes such as Driver IC, CIS/ISP and Power Discrete

In terms of Driver IC, HV (High Voltage) special techniques are mainly used. Each industry has recently focused on the development of 40/28nm HV process. At present, the leading industry process technology is UMC (UMC), followed by GlobalFoundries.However, the SMIC 28HV and Hefei Crystal Incarnation 40HV will enter the mass production stage in the fourth quarter of this year and the second half of next year, and the technical gap with other wafer agencies will gradually narrow, especially the process capacity and production capacity competitionFor example, PSMC, or the world's advanced Vanguard (Vanguard) and Eastern High -sciences (DBHITEK) will be the first in the short term; it will also have an impact on UMC and core in the middle and long term.

In terms of CIS/ISP, the 3D CIS structure contains the logic layer ISP and CIS photosensitive layer. The mainstream process is roughly 45/40nm as the watershed. The logic layer ISP process will continue to develop to a more advanced node;/55nm and above are the mainstream.At present, technical leaders are mainly TSMC (TSMC), UMC, and Samsung. HoweverThe support of Xiaomi (Xiaomi), plus the landlord CIS CIS operators Omnivision, GalaxyCore, and SmartSens responding to government policies, and successively moved orders back to mainland China for production support.

Power Discrete mainly covers two products: MOSFET and IGBT products. The world's advanced and HHGRACE has been cultivating the Power Discrete process for a long time. The process platform and auto regulations have covered more than other peers.And benefiting from the mainland electric vehicle subsidy policy and the laying of solar energy -related infrastructure construction, the land -based wafer agent obtained more opportunities for cutting into, including the mainstream foundry HHGRACE, SMIC, Hefei Crystal Collection, and CANSEMIThe industry, plus local small Power Discrete IDM, wafer fab, such as GTA and CRMICRO, have joined Power Discrete competition.If the mainland production capacity is opened at the same time, it will exacerbate the global Power Discrete foundry competition pressure.

Overall, mainland China has actively attract overseas and the countryIC design operators are put into production or develop new products in order to increase the proportion of localized production. However, the result of large expansion of production may cause excess capacity for mature production in the world, and it will be a price war.TRENDFORCE Jibang Consulting believes that the production capacity of mature production in mainland China will be opened one after another, and localized production trends such as Driver IC, CIS/ISP and Power Discrete will become increasingly clear.Facing the risk of customer loss and price pressure, technological progress and yield will be the decisive point of consolidating production capacity in the future.

About Sanquan Technology

Shenzhen Sanquan Asia Pacific Technology Co., Ltd., established inIn 2000, it is an IC agent of Asian integrated circuits. There are more than 200 agency distribution product lines and selected by many customers. The integrated circuit IC and electronic component are reliable suppliers.Sanquan Technology Supply HBM's three major memory manufacturers in the world, SK Hynix, Micron and Samsung.The excellent domestic Yangtze River storage is also its customers.It can be seen from this that Sanquan Technology's product competitiveness.In addition, the brands of Sanquan Technology's agency distribution include Richtek, ON, Microchip, TI and so on.