??????о???????????????200 mm??8??磩???????????豸???????????????г????κη???????

???200 mm????????????????2018???°???????????????????????????????????2019????????2018????????????????????200 mm????????????????????????200 mm?豸???????

2017~2023???????????????????Ч200 mm?????

???????????????????????????????????????????????????????????200 mm?г????漰300 mm?????????????о???????????????????200 mm????????????????????????????????????????????IC???????????

??200 mm???????г???????????????????

- IDM???????????????????????200 mm???????о????????????????????????????????в????????????200 mm??????????????δ???????????????????

- ????????GlobalFoundries????????￡???Samsung?????????SMIC????о???????TowerJazz??TSMC??????磩??UMC?????磩??????????????????????????μ?200 mm????????????????′?????——SkyWater Technology???????200 mm????

- ????п????200 mm?????????????????г??????????????200 mm????豸?????????????????

- ???????????????????200 mm??????豸???Що?????????ò????????????????????200 mm???????????????????????300 mm???????

??????????????????????????????????????????“?????????200 mm???????????????κζ???????????????”UMC??????????Walter Ng?????“?????????????????????200 mm??????????????????????????????????????????????????????????δ????????????????????????????????UMC??????????????????????????”

???????????200 mm????????????2030????????????????????????????????????200 mm?豸??????????????????????????

???????г???200 mm?豸?????????????????????????????????о?????????????????200 mm?????????????2018???°????г????????????????????????????????????????????????????“200 mm???????????”??Semico Research?????????Joanne Itow?????“??????????200 mm?????豸???????????Щ???????”

200 mm???????

IC?г????????????????г?????????????????о???????????300 mm?????16 nm/14 nm????????????о?????????????????300 mm???????о??????????16nm/14 nm????????????о???

300 mm???й???????????????????“??????????????????о????????й????????洢?????????????????300 mm????????”Semico Research?????Adrienne Downey???

??????????о?????????????????????????MEMS????????????????????200 mm?????3???????????????????????е?????????????200 mm???????????

?????200 mm???????1990??????200 mm?????????????????????????????????????о?????????2000??????????????300 mm??????????г???200 mm???????????????????????2007??200 mm???????????壬?г?????????

?????????????

????????2015???????????????200 mm?????о????????????????IC??????????????????2016???2017??200 mm??????????????????2018??200 mm???????????????????????????????????

??????????200 mm??????????????????????????????о?????????????豸????????????????ü????????磬???????????????1???????????200 mm????????????????豸????????????μ? 200 mm????????豸??

SEMI?????Christian Gregor Dieseldorff?????????????????200 mm?????????????????2016???188???????2021???202????????????IDM?????????

200 mm???????????????

??????????????200 mm??????????й???“???????????????й??????е?????200 mm?????????????????????????????????MEMS??????”Dieseldorff?????“?????й???????????????????MEMS?????IC???μ?200 mm????????????????????????????????????????裬??????????????????????ɡ?

??????????200 mm???????????????40000????????Щ????????6 um??65 nm??????????????????????“180 nm/130 nm/110 nm???????????????????????????????”UMC??Ng?????“RF????????????RF SOI????????????????????????????????????????????????BCD??Bipolar-CMOS-DMOS????????????”

??200 mm?????磬???????????????????“?????????????????????????” Applied Materials????ò???????200 mm?豸??????????????????Mike Rosa???“?????綯??????ADAS?????????????????????????????в?????????1????”

??Rosa???“????Щ???????????У?200 mm?????????????????85%~95%?????????Щ????????100%??”

????Semico Research?????????Joanne Itow???????2017??200 mm?????????????9.2%??????Itow???“?????????????MCU??????????????????????????????????????200 mm??????????????????”

2018???г?????????????????????????“2018??200 mm???????????????????4.2%?????????????”

2018???????????200 mm???????

?г??????????????????????????????????????????????????????????????????????????????豸?????????

????????200 mm??????????????????????????????????????????Global Foundries??????????????Bami Bastani?????“???200 mm????????????????????????????????????????????????”

???磬???????????в????????????о???????????????????е??С?????“????????????PMIC?????????IC?????????????BCD??????”Bastani???“??????Щ????????????С??????硣?????????????????????????????????????????????????”

??????????????????????????200 mm???????????????Щ????????200 mm?????????????????????????300 mm?????

????????????????Щ??????????????????????????????????200 mm?????????????????????????????????200 mm???????????????????????“??????????????μ?????????????????????????????Щ??????” Applied Materials??Mike Rosa???

????????μ?200 mm?????????????????????????????????200 mm???????????????Щ???

- ?????????200 mm???????????

- ?????μ?200 mm???????

- ????200 mm????????

- ???????200 mm???????300 mm?????

- ???300 mm???????

?????·?????????????????????????????????????????????????????????????????????“?κ???????200 mm?????????????????????????????????????????????????????”UMC??Ng???

?????????????????μ?200 mm????????????????????????豸????????????????????????“????????????????????????????????????????????????壬”Ng???“?????????????200 mm??????????????????????????????????????????????????????????????????????Ч?棬????????????”

?????????????????????????Що????????200 mm????????300 mm???????????????Щ????????壬???????????в????????“????????????200 mm????????????????????????????????????????????????????????????300 mm???????”Ng???

??????Що????????????????300 mm??????????????“??????200 mm??????????????????У?????????κθ????????????????”?????“???磬?Щ??????????????????????????300 mm????”

?????200 mm?????????????????????Щ???????????????????????200 mm????????????????????????????????300 mm??????????????????????????“??????????300 mm???????????????????????????” Applied Materials??Mike Rosa???“??????????????????????????????????????????????????????????????????”

??????????????????????Щ?????????????乩????????????????????????????????????????????????????????????????????????????????????????????

?????????????μ??????????????SkyWater?????λ??????????????????????Cypress Semiconductor????????????壩??200 mm????????????Cypressλ?????????????????????????

???????????????SkyWater????????????????????λ???????CMOS??????????＼???????????????????????????????????????

SkyWater??????????0.35 um??90 nm????????????200 mm???????“????????Щ???????????????????????????????????????????????????ζ??????????????????????????????????????????????????????”SkyWater???Thomas Sonderman???

“????????????????????????????п?????Cypress??????????????е??????????????????????????????????????????????????????????????????”Sonderman???“??????????????????????????????????????????????????????????????????ASIC?????????????????”

???裺200mm????豸

???????IDM?????????????????????200 mm???????????????????200 mm?豸???

о????????????????豸????????????豸???????????????eBay??????????????????豸???Що??????????????г?????????豸??

??????Applied Materials??ASML??KLA-Tencor??Lam Research??TEL???????豸?????????????????μ?200 mm????豸??

????????豸?????Surplus Global?????????2018????????????????2000?/???μ???μ?200 mm??????????????????????Surplus Global?????2018??????г??????500?/??200 mm??????????????

“????????????????????????????????200 mm?????豸??????????????” Surplus Global??????????и????Emerald Greig???“????????????????????????????????????IDM??????й???????????豸??????????”

??????????????????2018???°???200 mm????豸????????????????????????“???????????????????????°???????????з????” Greig???“????200 mm??300 mm?豸?????????????????????????г?????????????”

??????????????“?г????????????” Applied Materials??Rosa?????“??200 mm?????????????????????????г???????????????”

????????????Σ?200 mm?????????????????????????У????????????????豸???????????????????????????200 mm?豸???????——??????????????????????????OEM???????豸????????????????????豸???????????

200 mm????????????????????????????Щ???μ???????Щ???????μ????л??????????Щ??????????????????????????????

“??????????豸???????????????????豸??????????????????????????”Rosa???“????????????????????????????????????????豸?г?????????????”

????????????????????Applied Materials???????????μ?200 mm?豸?????????????г????з?????????????????????????????12???16??????

???Щ????￡?Applied Materials????????????μ?200 mm?豸??“??????????????????????”?????“????????豸??????????????Applied Materials???200 mm?豸?????”

????????????????????????г???????“????????δ???????????200 mm?豸????????????????????滮?????2030?????м???????????????????????????????????????????????????????????????????????????????????????”Lam Research????ü?Reliant??????????Evan Patton???

????Lam Research?????????????????????200 mm?豸??????????????Patton???“?????豸?г?????????????Lam Research????????п????200 mm?豸??”

Lam Research????????μ????μ?200 mm?豸?????????????????????“???????????????μ??豸?????????????????????RF?г????????????”?????

200 mm?豸????????????????????????????????????????????????????????????“???????2019??????豸??????IDM????????г?????????????????IDM?????????μ??豸????????????????????????г???佫?????????”TEL???????ü渱?????Kevin Chasey???

“TEL???????OEE???????豸Ч??????????????????????????????????豸??”Chasey???“????TEL???????·??????????豸??????????????????δ??????????????????????????????豸??”

TEL??????200 mm???????????????????Track????????????????????100 mm/200 mm??????塣

???200 mm????豸??????????????????????????????й???????????????????“???200 mm?????????????????2021?????????δ??????200 mm?????????????????????”KLA-Tencor??????????????????????????Ian O'Leary???

“????200 mm??????Щ???????????????????????300 mm?????????????????” O'Leary???“?????????????????????о??????????????????????????????á?????????о???????????????????200 mm?????300 mm????????????????????????????????й????Щ???????????????????г??????????”

???????????????????????200 mm????????????????????檔?????????? OEM??????????о???????

?????????????????t??????豸?????????“?????????????300 mm??????????????????200 mm??????????????”?????

??????110 nm?????е???????????????????65 nm?????????????????KLA-Tencor???????????300 mm????????200 mm???????豸??

????????г???200mm?????????????????????о???????????????????200mm?????е????????????????д????????????????????????л??????

????????

2018??7??13????7??15???????????????“MEMS??????????γ?”???????????У???????????????1?????MEMS?????????????????????????????????CMOS MEMS??????????2??MEMS??????????????AlN??PZT????籡???????????????3????????????????4??????MEMS???????LIGA???LIGA???????е?????????????????????????о?????5?????弤????VCSEL?????????6?????γ??MEMS??????Tanner?????????MEMS???-???????淽????MEMS?????????????????????

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E-mail??penglin@memsconsulting.com

?????????

??3D??????????豸??????г?-2017?桷

???????????????г?-2018?桷

???????????豸?г?-2017?桷

???????????????????-2017?桷

????????弼?????г????-2018?棺????о?????????????PCB?????

???弶?????PLP?????????г?????-2018?桷

???洢??????г?????-2017?桷

?????????????????RF?????????-2017?桷

??MEMS????г??????????????-2017?桷