In recent years, people from all walks of life around the world have expressed great concern about the current situation of China's chip industry and the impact of the uncertain global economic and trade environment. The Chinese government and industry are also committed to actively promoting the leapfrog development of the chip industry, which has become a common concern for all. Attention-grabbing industries. The research and development of chips cannot be separated from the support of high-end scientific instruments and equipment. Especially if you want to enter the nanometer world, you need to use high-precision instruments and equipment such as transmission electron microscopes for microscopic exploration.
"The father of Chinese optics" Wang Daheng once said that "instruments are tools for understanding the world." In 1609, Galileo used a homemade telescope to see lunar craters for the first time, ushering in modern astronomy. In the 1940s, the invention of the transmission electron microscope allowed humans to enter the microscopic world, and current technology has reached the atomic level. Over the past 400 years, mankind has developed modern scientific and technological civilization through continuous improvement of scientific instruments. Since the 20th century, more than 60% of Nobel Prize winners have discovered things unknown to mankind using instruments of their own design.
Bozhon Seiko Research Institute believes that in the current international political and economic environment of the Sino-US trade war, transmission electron microscopy, as a "sharp eye" for observing the microscopic world in basic scientific research, is essential for basic scientific research in important fields such as semiconductors, materials science, and life sciences. and the exploration of new materials play an irreplaceable role, and these application fields are of great importance to the construction and development of my country's national defense, scientific research, biomedicine, and semiconductor industry. As the saying goes, if a worker wants to do his job well, he must first sharpen his tools. The speed of scientific research development is complementary to the speed of development of scientific instruments and equipment used. If China's transmission electron microscope industry cannot achieve the greatest degree of autonomy and control as soon as possible, China's basic scientific research may be "stuck" for a long time.
1. To achieve breakthrough and rapid development of China's transmission electron microscope industry, we need to have a clear understanding of the current situation of China's transmission electron microscope industry: China's transmission electron microscope industry is almost monopolized by foreign brands, which has a significant impact on China's scientific research.
Transmission electron microscopy is a highly monopolized and high-tech threshold industry. Among them, three companies, Thermofisher Technology (Thermofisher) in the United States, JEOL (JEOL) and Hitachi (Japan), will occupy the global market in 2021. Transmission electron microscopes account for more than 90% of the market share, but localization is still blank.
Global transmission electron microscope sales will be approximately US$660 million in 2021 and are expected to reach US$970 million in 2028. From 2022 to 2028, the compound annual growth rate will be CAGR of 5.7%.
The monopoly position in the industry has become the basis for these foreign transmission electron microscope manufacturers to make huge profits. They use their dominant position in the market to control market pricing power, and each monopolizes the after-sales service of their own products, and even requires customers to pay first. repair. Some of the key parts are consumables and have huge profit margins. The importance of instruments to scientific research is self-evident. These current conditions have greatly increased the cost of using scientific research equipment in our country, and have forced the research and development of our country's science and technology in cutting-edge fields to be restricted by equipment manufacturers.
2. Transmission electron microscopy is used almost everywhere in various industries in China, and it is even more essential in strategic industries.
Transmission electron microscope, referred to as transmission electron microscope, is a perspective eye that brings human observation from the macroscopic world to the atomic-level microscopic world. Transmission electron microscopy projects an accelerated and concentrated electron beam onto a very thin sample. The electrons collide with atoms in the sample and change direction, thereby producing solid angle scattering. The size of the scattering angle is related to the density and thickness of the sample, so images with different light and dark colors can be formed. The image is magnified and focused and displayed on imaging devices (such as fluorescent screens, films, and photosensitive coupling components).
Transmission electron microscopy is mainly used in semiconductors, materials science, life sciences and other fields. In terms of purchasing entities, they are mainly universities, hospitals, enterprises, lithium battery companies, semiconductor companies, etc. From a global perspective, transmission electron microscopy has significant applications in semiconductor and chip research and development, defect analysis, and industrial inspection. In recent years, the demand for semiconductors has continued to grow. In the future, basic scientific research, industrial testing, product development, technological innovation and government support will promote the further expansion of the global transmission electron microscope market. China is currently vigorously developing the semiconductor industry, and the demand for transmission electron microscopes will continue to grow.
The 14th Five-Year Plan clearly states that "formulate and implement strategic scientific plans and scientific projects, promote the optimal allocation and resource sharing of scientific research forces in scientific research institutes, universities, and enterprises. Strengthen the research and development and manufacturing of high-end scientific research instruments and equipment." As a high-end scientific instrument, the transmission electron microscope's research, development and engineering are in line with the urgent needs of national development.
During the current Sino-US trade war, many domestic business units have been included in the U.S. Entity List. As a restricted product, transmission electron microscopes cannot be sold to these units. This not only seriously affects the units' scientific research, but also hinders the development of relevant technologies in the application field. At the same time, Japan, as a major transmission electron microscope producer, may follow the footsteps of the United States and impose export restrictions on China. In February 2022, a war broke out between Russia and Ukraine, and the international environment was complex and changeable. In May 2022, Japan began to ban the sale of 14 cutting-edge technology products to Russia, including electron microscopes. Based on this, it has become an urgent task for China to vigorously develop transmission electron microscopes to achieve localized substitution.
Therefore, not only should we vigorously support the development of China's transmission electron microscope industry, but we should also provide more policy and market support for the development and sales of China's transmission electron microscope.
This point can be learned from China's previous relatively successful aerospace, high-speed rail, Internet, telecommunications and other industries to improve its demand-side strengthening model and allow all universities, scientific research institutions and enterprises with transmission electron microscope needs, especially central enterprises, to first list their own R&D demand list, and then complete the demand "work order" through paired joint attack or bidding mode. Allow more TEM-related companies to gain access to the huge internal circulation market and the opportunity to continuously optimize and upgrade their own technologies during use, thereby achieving bundled development of the entire industry chain, comprehensively improving the overall level of China's TEM, and maximizing domestic production substitute.
Once China's transmission electron microscopy gains huge market support, the huge market demand will be enough to provide sustainable development resources for the capital- and talent-intensive electron microscope industry, and achieve deep links and rapid updates and iterations between basic scientific research equipment and industry. I believe that China There will definitely be companies that have ambitions, a sense of family and country, and a sense of responsibility that will catch up and lead in this field.
(The author of this article, Wei Longteng, comes from Bozhon Seiko Research Institute)
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