逆势突围：3 家中企跻身全球芯片设备 20 强

Core Insights - The global semiconductor equipment market is projected to reach $168 billion by 2025, indicating significant changes in the competitive landscape [1] - Chinese companies are showing remarkable performance, with North Huachuang rising from eighth to fifth globally, and several others entering the top 30, highlighting the rise of domestic equipment [1] - The domestic manufacturing rate of semiconductor equipment in China has doubled to 20%-30% from three years ago [1] Group 1: Leading Tier - The top 10 rankings are dominated by companies from the US, Japan, and the Netherlands, with North Huachuang as the only Chinese company, covering both mature and advanced processes [2] - ASML remains the absolute leader in lithography, monopolizing the advanced process market below 7nm with its EUV technology [2] - Applied Materials, Lam Research, KLA, and Tokyo Electron are key players in various segments, maintaining technological leadership in their respective fields [2] Group 2: Mid-Tier - The 11-20 rankings are primarily occupied by US and Japanese companies, focusing on measurement, probe stations, and advanced packaging equipment, with Zhongwei and Shanghai Microelectronics making significant strides [5] - Zhongwei is a leader in etching, with its 5nm etching equipment being adopted by TSMC, and a cumulative shipment exceeding 6,800 units [6] - Shanghai Microelectronics is the only domestic lithography machine manufacturer, achieving mass production of 90nm lithography machines and maintaining a high yield rate [6] Group 3: Industry Trends - The changes in the TOP20 rankings reflect two major industry trends: the continuous advancement towards 3nm and 2nm processes, and the accelerated push for domestic substitution in the supply chain [8] - While leading companies from the US, Japan, and the Netherlands will continue to dominate the high-end equipment market, they face challenges from domestic alternatives and regional supply chain localization [8] - Chinese companies are expected to enhance their international market share through R&D investment and collaboration within the supply chain, while leading firms will solidify their technological advantages [8]