The semiconductor industry is the core supporting industry for building China's strategic scientific and technological strength, and the semiconductor components are the key areas that determine the high-quality development of China's semiconductor industry. The semiconductor parts industry usually has the characteristics of high technology concentration, interdisciplinary integration, small and decentralized market scale, but plays an important role in the value chain.

1. Technology intensive, with high requirements for accuracy and reliability.

Compared with the basic components in other industries, semiconductor components are used for precision semiconductor manufacturing, and their cutting-edge technology intensive characteristics are particularly obvious. They are characterized by high precision, small batch size, multiple varieties, special size, complex process, and extremely demanding requirements. Due to the particularity of semiconductor parts, enterprises often need to take into account the strength, strain, corrosion resistance, electronic characteristics, electromagnetic characteristics, material purity and other composite functional requirements.

The same component, used in the semiconductor industry, has higher requirements for key components, creating a high technical threshold. At the same time, filter elements for semiconductors also need to ensure consistency, chemical resistance and heat resistance, and extremely strong resistance to peeling, so as to achieve the high requirements of repeatable high performance, consistent quality and ultrapure product cleanliness required in semiconductor manufacturing.

2. Interdisciplinary integration and high requirements for compound technical talents.

There are many kinds of semiconductor parts, which cover a wide range and have a long industrial chain. Its R&D, design, manufacturing and application involve interdisciplinary and multidisciplinary integration of materials, machinery, physics, electronics, precision instruments, etc. Therefore, there is a great demand for compound talents.

Take the electrostatic sucker used to fix the wafer in semiconductor manufacturing as an example. It itself uses aluminum oxide ceramics or aluminum nitride ceramics as the main material, but at the same time, it also needs to add other conductive substances to make its overall resistivity meet the functional requirements. This requires a good understanding of the thermal conductivity, wear resistance and hardness indicators of ceramic materials to obtain basic raw materials that meet the technical indicators of semiconductor manufacturing; Secondly, the internal organic processing structure of ceramics requires high precision, and the combination of ceramic layer and metal base should meet the requirements of uniformity and high strength. Therefore, for the structural design and processing of electrostatic sucker, precision machining skills and knowledge are required; The electrostatic sucker shall be coated with a coating of about 0.01 μ m after surface treatment, and shall be resistant to high temperature and wear, with a service life of more than three years. Therefore, the requirements for mastering and applying the surface treatment technology are relatively high. It can be seen that compound and cross type technical talents are the basic guarantee of semiconductor parts industry.

3. Fragmentation is obvious. International leading enterprises focus on cross industry and multi product line development and M&A strategies.

Compared with the semiconductor equipment market, the semiconductor parts market is more subdivided, with obvious fragmentation characteristics. The market space for a single product is small, and the technical threshold is high. Therefore, the international leading semiconductor parts enterprises usually focus on the development strategy of cross industry and multiple product lines. Semiconductive parts are often just one of the businesses of these large parts manufacturers.