nsig the china materials company · nsig is an industry holding company registered with capital of...
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NSIG – The China Materials Company
National Silicon Industry Group
Bang C. Nguyen
CEO Zing Semiconductor
2017.11.01
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2Confidential
The $1 Trillion Tree
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NSIG: Position and Strategy
NSIG is an industry holding company registered with
capital of RMB 2 billion (~US$ 300 million) in Dec.
2015.
NSIG has built up an industry platform through global
M&A and domestic investments. By the end of Aug.
2016, NSIG had invested RMB 2.7 billion.
NSIG is increasing the capital to RMB 7 billion for
phase II, to enhance its leading position in silicon
materials industry. NSIG will be an internationally
competitive “one-stop” silicon and material service
platform.
3Confidential
• The international silicon wafer market will be valued at
more than USD 8B in 2017 and is expected to reach USD
11B by 2020.
• 8-12’’ wafers have been in short supply since 2017.
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NSIG Group Structure
10% 10% 10%35% 35%
Confidential
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NSIG Company Holdings
Confidential
12%
• Founded in 2014.
• Investment RMB 7B
• Started production in
summer of 2017
• Originally targeted to
produce 600k/m but
recently revised to
eventual capacity of
1,000k/m
• Focus on tailor-made,
high value-added silicon
wafers for sensors,
discrete semiconductors,
analog circuits, etc.
• Main products include
150–200 mm SSP, DSP
and SOI wafers.
• Split off from SIMIT in 2001
and focused on 200mm SOI
and EPI business.
• Simgui and Soitec have a
Strategic Collaboration
Agreement
• Capacity for Smart Cut
technology is 15k/m in 2H
2017.
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6
French listed company; the largest 200mm, 300mm
SOI manufacturer in the world with total market share
accounting for 70% of SOI wafers.
NSIG invested RMB 310 million and acts as the
largest shareholder of Soitec, together with BPI and
CEA
NSIG has two members in the board actively involved
in corporate structure adjustment and helping the
company to focus on key business and future
strategic plans.
Soitec at a glance
Confidential
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NSIG invested 650 million RMB into Simgui.
The main business of Simgui are EPI and
SOI:
Simgui and Soitec signed Strategic
Collaboration Agreement to build RF-SOI
production line, would continue expanding
to 30K/month based on market situation
In the future Simgui can undertake 300mm
FD-SOI capacity construction.
Simgui at a glance
Confidential
Fab3-
SOI
Simgui
Phase 1(Production)
Simgui Phase
2(building
construction
completed)
Fab2-
EPI
Fab4-
MEMS
with
SITRI
Fab5-SOI
(planned)
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8
100% owned by NSIG.
NSIG invested RMB 1.2 billion to turn
Okmetic into a private company.
Core Competences：
• Very high resistivity and ultra low
resistivity crystal growth
• Thick SOI platform: C-SOI; E-SOI
Okmetic at a glance
Confidential
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Zing at a Glance
Confidential
Zing is located in the Shanghai Lingang heavy equipment industrial zone, with a total land area of about 100,067
square meters, and planned total built-up area of 128,394.90 square meters.
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Zing Semiconductor Growth
Confidential 10
• Capacity:
150K wafers per month
• Capacity：
300K wafers per month
• Capacity:
600K wafers per month
Expected capacity will scale to customer demand, and may eventually
be 1,000k/m.
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300mm Demand and Zing’s Potential Growth
Confidential 11
1,597
2,362 2,698 2,588
3,538 3,872
4,033 4,005
4,658 4,989
5,185 5,500
5,850 6,150
6,400 6,745
-
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017F 2018F 2019F 2020F 2021F
K per monthTop 5 (S.E.H, Sumco, GW and MEMC, Siltronic, LG Siltron)
Zing
Demand Actual and Forecast
Sources: SEMI; SUMCO 2017 Q2 report, and Zing data.
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