“國產化、5G將是中國半導體2020年的投資主線。”多位業內人士在接受記者采訪時不約而同地提到這些關鍵詞。

“localization,5G will be China's semiconductor 2020 investment line. A number of insiders in the interview with reporters happened to mention these key words.

  隨著華為等公司產業鏈的轉移、ICT國產化推進,半導體產業鏈的國產化在加速推進,業內人士尤其看好半導體設備材料、關鍵元器件的國產替代機遇,比如國產刻蝕機、涂膠顯影設備、存儲、功率放大芯片(PA)、射頻等。

With the transfer of industrial chain and the promotion of ICT localization, the localization of semiconductor industry chain is accelerating, and the industry is particularly optimistic about the domestic substitution opportunities of semiconductor equipment materials and key components, such as domestic etching machine, glue coating development equipment, storage, power amplifier chip (PA), radio frequency and so on.

  “所有跟5G相關的都不會太差。”有被采訪者對記者表示,5G機遇確定,市場對2020年5G手機的出貨量已經樂觀地看高至3億部,5G所需的射頻(比如濾波器)、天線等都是熱
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