At present, the global competition pattern of EDA software has formed a three-legged pattern of Synopsys, Jiangteng Electronics, and Siemens.

After more than 20 years of development, these manufacturers have realized the whole process coverage of chip design and manufacturing, and in some subdivisions, these three manufacturers have their own advantages, or unique skills.

In the EDA software industry, if you want to occupy this industry and become a leading enterprise in the industry, you need not only a breakthrough in a single technical point, but also a coverage of the whole process.

EDA software can be divided into analog circuits, digital circuits, and applications in wafer packaging and testing and the whole system.

At present, it can be determined that the domestic investment in EDA software can almost be described as "ignore", and the annual investment in research and development may not even be 100 million yuan nationwide.

To speak human words is that no one takes them seriously.

Fang Hong opened the computer search engine and searched, and at present, there are only a few domestic enterprises involved in EDA software business.

After searching for a long time, Fang Hong found so many companies.

Founded in 2002, Core Vision focuses on IC analysis and design, with a small amount of EDA business; Founded in 2003, Guangli Micro, EDA software and wafer-level electrical test equipment manufacturer; In 2004, Silchip did digital circuit chip prototype verification; Founded in 2006, Lichuang Software is a PCB design software.

There is also Huada Jiutian, which was established in June this year, which does analog circuits, flat panel display circuits and full-process EDA, digital circuit EDA, wafer manufacturing EDA tools, etc.

At present, there are only a few manufacturers related to EDA in China, among which Huada Jiutian is still nowhere to be seen, and it will take a month to see the establishment of the company.

It is worth mentioning that Fang Hong is so keen on the semiconductor industry, in addition to the future prospects of this industry, there is a more important factor that this kind of high-end manufacturing industry, one is the indispensable cutting-edge technology, and the other is the huge employment brought by the real industry.

To put it down-to-earth, industrial capital is related to the jobs of countless people and the stability of the economy, especially high-end industries, when the time comes, it is not who wants to move the star capital can move, if it is just simple financial capital, it is indeed fast money, but it is more like a fat sheep or a toothless tiger.

After Fang Hong finished the documentation of the EDA software, he set up a new subcategory and started editing - semiconductor equipment.

If the core of semiconductor materials is purity, then the core of semiconductor equipment lies in its precision and yield.

The yield defects of the equipment will produce a huge accumulation and amplification in hundreds or thousands of production process steps, and the final yield is 0% when the single-step yield rate is 90%; When the single-step yield is 99%, the final yield is 0.7%; The single-step yield was 99.9%, and the final yield was 60.6%; The single-step yield is 99.99%, the final yield is 95.1%, the single-step yield is 99.999%, and the final yield is 99.5%.

It can be seen that only when the single-step yield reaches 5 N, the final yield can reach the level of 99.5%, which is also the difficulty of semiconductor equipment.

In the manufacturing process of semiconductor equipment, it can be divided into front-end wafer equipment manufacturing, packaging equipment and test equipment.

One of the most important is the front-end process equipment.

This is also the highest proportion of capital expenditure, in the removal of the delivery room and acceptance, etc., the investment in front-end process equipment accounts for about seventy or eighty percent of the total ratio, if the higher the process accuracy, this proportion will be higher, such as when reaching within 16 nanometers will reach 85% of the proportion, 7 nanometers will be higher.

The process flow of the front-end equipment is divided into: oxidation diffusion, photolithography, etching, ion implantation, thin film deposition, polishing, wafer inspection and other links.

In the current global semiconductor equipment competition pattern, the head enterprises in all major links are monopolized by foreign oligopolies, and domestic enterprises basically cannot reach the shadow of the first echelon, which is a very real problem.

There are three major barriers to semiconductor equipment.

The first is the technical barrier, the first is that semiconductor equipment is a complex system composed of thousands of parts, and these parts are organically combined into one, and the desired precision is achieved at the nanometer level.

The second barrier is to ensure that the ultra-high yield is achieved on the basis of these nanoscale operations, knowing that even if the yield is 90%, the yield of the final product is zero.

The third barrier is to ensure the accuracy and yield of the equipment, on the basis of making it continue to produce stably, which also leads to the natural formation of an oligopoly in the industry.

From the perspective of customer verification, because of the complexity of the semiconductor equipment itself and the production line, the yield and stability of a single device will have a cumulative effect on the entire system, resulting in potential huge losses, which is also the reason why wafer fabs have extremely strict requirements for upstream equipment verification and acceptance.

Once it meets the requirements of the manufacturer, it is difficult to replace the equipment of other manufacturers, the reason is that the replacement equipment manufacturer will face huge risks and the time cost of acceptance, which has caused a global oligopoly pattern of semiconductor equipment.

In the semiconductor front-end process manufacturing equipment, Fang Hong also knows very well what the proportion of major equipment in the total capital expenditure is, after all, he was deeply involved in this industry in his previous life.

Etching equipment accounts for 22%, thin film deposition equipment accounts for 22%, and lithography machines account for 20%.

These three semiconductor equipment accounted for more than 60% of the total investment.

Then there is the testing equipment accounted for 11%, the cleaning equipment accounted for 5%, the gluing and developing equipment accounted for 4%, the polishing equipment accounted for 3%, the heat treatment equipment accounted for 2%, the ion implanter accounted for 2%, the degumming equipment accounted for 1%, and other equipment together accounted for the remaining 8%.

Among the many semiconductor equipment, Fang Hong mainly values the ten key equipment, namely: lithography machine equipment, etching machine equipment, thin film deposition equipment, testing equipment, cleaning equipment, gluing and developing equipment, polishing equipment, heat treatment equipment, ion implanter equipment, and degumming equipment.

Qunxing Capital must conquer these ten major devices, and must control it to achieve complete autonomy.

When the chip was stuck by foreigners and set off public opinion and heated discussions were concerned by the public, the general public outside the industry almost focused on the lithography body, thinking that as long as the lithography machine technology was overcome, the semiconductor mountain could be overturned.

In fact, in order to achieve real domestic autonomy without being stuck, the difficulty of semiconductors is not limited to a lithography machine?

From materials to equipment, any link is stuck in the neck, it can't be played, and the final chip can't be made, which is the particularity and harshness of the semiconductor industry.

It is necessary to fully open up from materials to equipment in order to achieve autonomy in a real sense and not be stuck, especially in the context of global competition and scientific and technological warfare in the future, opponents will use all means to suppress and blockade.

Fang Hong has edited the material documents of the top ten semiconductor equipment, and the core framework of the entire semiconductor investment has been built, and the corresponding capital expenditure is clearly listed in the file.

Whether it is semiconductor materials, EDA software or these semiconductor equipment and other fields mentioned in the document, Qunxing Capital must be deeply involved, only in this way can it truly achieve autonomy and not be stuck.

Where does the money come from?

Of course, it is harvested from the stock market and other capital markets, and the main thing is to harvest profits from the peripheral markets to nourish the development of the semiconductor industry.

Where does talent come from?

Compared with capital, talent is the most critical, but it is not unsolvable here in Fang Hong, on the one hand, it is natural to recruit existing semiconductor talents on a large scale, and the other big killer is that Fang Hong uses the prop card of his own reputation system to create cutting-edge talents to overcome this series of technical barriers.

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