If BYD develops 7nm chips and 7nm mask aligner, can it replace Foxconn?

The possibility of BYD developing mask aligner is zero, because no company can independently develop mask aligner, and there is no such company in the world. mask aligner is the perfect embodiment of the whole industry. Our country has invested so much human resources, financial resources and material resources, and now there is no way to break through the 14-nanometer mask aligner, and BYD can't do it no matter how powerful it is, so it is impossible. BYD can do it by itself, but it is impossible to develop mask aligner by itself.

Foxconn itself doesn't have the ability to research and develop mask aligner. Foxconn is just a foundry, and it is not a technology company. Foxconn has no ability to research and develop mask aligner at all, not to mention the 7-nanometer level. There is only one Dutch company in the world, and this company is not its own ability, but it is assembled by cooperating with top technology companies in dozens of countries to provide top-level accessories from these companies. No company in the world can successfully develop it alone.

There is a single country to develop mask aligner, but what is needed is a relatively complete industrial system. For example, Japan and the United States can develop 14-nanometer-level mask aligner by themselves, which can only be achieved with the support of the state, and with the full cooperation of other technology companies, this needs the government to take the lead. Foxconn's level is not far behind, while BYD can't reach it at all, and it is far behind. mask aligner can let any foundry enterprise develop those technologies at will.

Think about the fact that our national strength is still stuck at the threshold of 22 nanometers. Can a BYD company break through 7 nanometers? In addition, in the past, there was no technical accumulation and experience in this field, as well as talents and related industries. Let's just say that we entered the top mask aligner. Thanks to this questioner, it was not intended to recruit BYD. BYD's OEM industry is indeed one of the best in China, but there is really nothing to be gained in high-end technological innovation.

Foxconn, too, is far behind the real technology companies. In the eyes of technology companies, OEM companies actually have little technology content. To be honest, if mask aligner can let a company without any experience in this field succeed in research and development, will we still be stuck for that long? The national strength of the United States and Japan can't break through the 7-nanometer level of mask aligner. Can BYD be comparable to the strength of a country? We should know that the products of Dutch mask aligner Company are not their own, but the joint efforts of dozens of countries all over the world, so don't mention this mindless fantasy again, and don't recruit black companies.

BYD can seize Foxconn's market, and it won't even rule out being replaced in the future, but this has nothing to do with the development of 7NM chips and mask aligner.

Many people confuse Foxconn with TSMC. The company that produces chips is TSMC. At present, TSMC is the world's largest contract manufacturer of chips and wafers, and it is also the most technologically advanced chip manufacturer. Now it can produce 5NM chips, and is developing 3NM chips. The high-end chips of companies including Apple, Qualcomm and Huawei are all manufactured by TSMC.

Foxconn, however, is just a foundry, which produces mobile phone assembly. Although Foxconn sees the prospect of the chip industry and the great potential of the chip in the future, it only processes and assembles thousands of parts of mobile phones, but it has no ability to design chips or OEM chips.

BYD is a domestic automobile company. In recent years, it has made great efforts to develop new energy vehicles, and at the same time, it has become a leading enterprise in the lithium battery business. There is also BYD Electronics, which OEM mobile phones and various structural parts. In this part of the business, BYD can compete with Foxconn, and besides BYD, it is also growing in Luxshare. Therefore, it is not impossible for Foxconn, which has no real core and cannot be replaced.

But this has nothing to do with the 7NM chip. BYD has no chip design ability or chip wafer foundry ability, and it is just a foundry. The largest chip design company in China is Huawei Hisilicon, and the largest wafer foundry enterprise is SMIC, which just mass-produced 14NM last year, and now it can only be put into trial production at 7NM. The gap with TSMC is still obvious, and if SMIC is restricted, it can't produce chips for Huawei.

it took several decades for SMIC, which focuses on semiconductor business, to develop to its present level. If BYD wants to re-enter semiconductors and start developing 7NM chips at once, it is impossible to catch up with TSMC in the short term. Moreover, even if BYD is a wafer foundry, it will catch up with SMIC at the fastest speed and develop a 7NM process, and BYD does not have a high-end EUV mask aligner for production.

At present, the high-end EUV mask aligner is produced by ASML Company in the Netherlands, including TSMC, which has no ability to produce high-end mask aligner. TSMC and Samsung both buy mask aligner from ASML Company. This is because mask aligner is the crystallization of many countries in the world and consists of tens of thousands of parts. It is very difficult to directly produce high-end EUV mask aligner by relying on a single company. The most advanced mask aligner manufacturer in China is Shanghai Microelectronics, which has spent nearly 2 years and can only produce 7NM.

Therefore, it is not impossible for BYD to develop 7NM chips and mask aligner, but it needs huge capital investment and long-term research accumulation. BYD has other businesses, so it is impossible to put all its resources into the semiconductor industry. If China's semiconductor industry wants to achieve all-round development, it needs the cooperation of all companies in the whole industrial chain and the Chinese Academy of Sciences and other related research institutes, so as to promote the chip industry to achieve autonomy as soon as possible.

Many people don't understand that China people can't do what foreigners can do. In fact, careful study reveals that it is not as far away as some kneeling people think. Mask aligner's three major parts, namely, extreme ultraviolet light source, grating and lens, are actually on a certain basis in China, not without them.

first of all, extreme ultraviolet light sources, China can make some categories at present, but high-power extreme ultraviolet light sources are still not available. It takes only one or two years to improve power abroad, so there is no such problem that cannot be solved.

besides, the lens is really poor for civilian use in China at present, but it is not bad for military use. The best lens level in the world is not Zeiss, but the United States, which is only for military use, is too lazy to do it for civilian use. We are the same, a little worse than the United States, but much better than those without military use. There is no technical obstacle to the conversion of military lenses to civilian use, and the difference is only the cost.

The trouble lies in the grating. This is still made in the United States. Our difference is quite a lot, but if we concentrate on public relations, it is not impossible to solve it. It is hard to say whether the problem can be saved quickly.

BYD's research and development of mask aligner only needs to be well integrated, and it is impossible to do everything by itself. If the important components can be tackled successfully, the integration will be very fast. I hope it will be smooth! There is more hope for multiple enterprises to invest, and we can no longer be fooled into giving up high technology.

BYD itself is already an internationally recognized top enterprise, and it doesn't need to replace anyone. For example, Buffett. BYD is Buffett's only investment in China, and its investment scale is very large, so its scientific and technological ability, commercial value and development prospect really need not be said.

Everyone has heard of Buffett. Buffett is a top expert in value investment, and his investment companies have very high returns and have had many investment stories. What friends often don't understand is that Buffett is an American investment expert. What do you mean? Judging from Buffett's personal attitude and business behavior, Buffett has a typical investment feature-he believes in the strength of the United States, focuses on investing in the United States, and basically only invests in American companies.

objectively speaking, Buffett's business legend is not only a personal ability, but also has a great relationship with the rapid development of the United States in the last century (especially after the disintegration of the Soviet Union). For Buffett, who has always admired the United States and American enterprises, it is really difficult for him to invest heavily in a China enterprise. But it was such a difficult thing that BYD did it easily. Buffett's enterprises even begged and rushed to send money to BYD and rushed to invest in BYD (in 28, Buffett invested heavily to win 9.9% of BYD shares).

"If BYD develops 7nm chips and 7nm mask aligner, can it replace Foxconn?" The question itself is wrong. First, BYD is excellent, and its comprehensive ability exceeds Foxconn. There is no need to replace this word that belittles BYD. Second, Foxconn doesn't have any chip processing technology at all, and it doesn't have any chip processing business. Foxconn has nothing to do with chips.

Although this question is wrong, BYD and its semiconductors are really worth mentioning, which is also an important reason why the author wrote this answer.

let's talk about BYD first. BYD gives people the impression that it is an ordinary automobile company, but its biggest commercial advantage is not cars, but based on batteries and electronic technology. 1. BYD has always been 1% independent research and development in the battery field, and has a large number of independent property rights. Not only does it not have to worry about getting stuck in the neck, but it also has the ability to get stuck in the neck of others (just don't do this); 2. BYD's battery has won a large number of markets with its excellent performance. Apple, Google, Samsung and Huawei are all partners of BYD, and they all use BYD's battery technology and electronic accessories.

In addition, we thought BYD was an ordinary car company. In fact, it is a giant enterprise with not only a large number of technology patents, but also a large number of production lines. Its OEM ability is not inferior to Foxconn (and it also has its own technology). Does BYD need to replace Foxconn? This question is like asking, when will Buffett replace Munger (Munger is Buffett's assistant and partner)? Quite funny.

Secondly, BYD does invest in the field of chips, but the energy of an enterprise is limited, and it is impossible for it to really produce a 7nm mask aligner, but what can be expected is that BYD is likely to fill a certain gap in China's chips, and it can make some contributions.

BYD used to do the OEM work of chips, but it was not the OEM of mask aligner chips such as 7nm and 23nm, but the OEM of round chips (that is, the disc that Biden held in a meeting). At present, BYD has set up a special semiconductor enterprise to study the production technology of circular wafers. Although this technology is not as high-end as mask aligner, it is also of great significance to enhance China's competitiveness in the semiconductor industry.

generally speaking, although BYD has no mask aligner, we can still expect it to bring good news to China Semiconductor.

what Biden has in hand is the global market structure of round chips in mask aligner.

The world-renowned mask aligner manufacturers mainly include ASML, Nikon and Canon. ASML, Nikon and Canon account for more than 95% of the global shipments in mask aligner, and ASML mask aligner has the highest market share!

ASML mainly focuses on high-end and high-tech, and has also achieved monopoly;

Nikon and Canon mainly focus on low-end high technology;

Shanghai Microelectronics, a leading enterprise in mask aligner, China, mainly focuses on low-end mask aligner;

in 217, ASML shipped 198 sets of mask aligner;

in 218, ASML shipped 224 sets of mask aligner;

in 219, ASML shipped 228 sets of mask aligner!

ASML's EUV mask aligner uses 13.5nm light source, which can realize 7nm process! Today, ASML mask aligner has been able to realize the 5nm process!

at present, Shanghai microelectronics can only achieve 9nm process, which is several generations worse than ASML!

However, 9nm is a technical difficulty. Shanghai Microelectronics will gradually realize 65nm, 45nm or even 28nm processes, further narrowing the gap with ASML, Nikon and Canon!

In 218, Shanghai Microelectronics mask aligner shipped 5-6 sets!

recently, Anxin semiconductor shipped the second mask aligner; However, in the field of mask aligner, Anxin is just a small player who has just entered the market! As tough as BYD, it can't make mask aligner at 7nm.

BYD not only makes cars and batteries, but also makes mobile phones, tablets, computers and masks ...

Huawei, Samsung, Apple, Xiaomi, OPPO, vivo, LG, Lenovo, Google and Microsoft are all important customers of BYD!

Although BYD has also laid out chip research and development and manufacturing, it can't make mask aligner!

mask aligner's manufacturing needs not only top-notch lithography technology, but also sophisticated components from the global industrial chain!

Institute of Optoelectronic Sciences, Chinese Academy of Sciences has developed a lithography resolution of 22nm. Combined with double exposure technology, 1nm chips can be manufactured!

However, mask aligner needs tens of thousands of more precise parts; Our domestic supply chain is not up to standard for key components such as lens, light source and bearing!

At present, mask aligner supply chain enterprises in many countries around the world embargoed China on high-tech components, which slowed down the progress of our country in mask aligner!

SMIC, the largest chip manufacturer in Chinese mainland, spent $12 million to order a high-end mask aligner, but ASML delayed it for a year or two!

TSMC, Samsung and Intel are all shareholders of ASML, and these three giants have the priority to supply ASML!

even if it is as powerful as ASML, its manufacturing in mask aligner needs supply chains from hundreds of countries around the world to realize its manufacturing in mask aligner!

mask aligner's R&D and manufacturing can't be developed only by a mask aligner company desperately investing in R&D expenses and recruiting R&D personnel. It is necessary to carry out joint R&D in the industrial chain!

At present, the level of mask aligner in our country is at least 15-2 years behind the international top level!

...

Where did the questioner hear that BYD is developing 7nm chips and mask aligner? At most, you can make some arguments. Advanced ultra violet mask aligner is only "produced" by ALSM, that is, assembled. More than 3, parts and components are the top technologies of dozens of manufacturers in the world, and almost all of them are technically blocked in China. It is extremely difficult for each part to belong to many industries in China, and it is impossible to make a short-term breakthrough only step by step! After all, the 9nm mask aligner that China and Shanghai Microelectronics can produce has been repeatedly exposed to 28nm, and the production rejection rate is high. There is a fifteen-year gap with the current 5nm, and it is impossible to catch up with the ten generations in a short time.

Many people think that China is a genius.