Abstract:
In the post-Moore era, advanced packaging has become a core competitive track in the semiconductor industry. As the fundamental physical support for the implementation of AI and other high-computing power chips, advanced packaging materials directly determine the limits of chip packaging technology and performance, and the coordination of its industrial ecosystem is the key to realizing the independent controllability of China's semiconductor industry.
This study aims to solve the development dilemma of China’s advanced packaging material industrial ecosystem, accelerate the process of domestic substitution, and consolidate the material foundation for the independent controllability of the semiconductor industry. By sorting out the industrial development status and analyzing core bottlenecks, it is concluded that the overall health of China's advanced packaging material industrial ecosystem is insufficient, the localization rate of core products remains at a low level, the market introduction of local materials faces multiple constraints, and relevant enterprises generally have weak profitability. The industry is confronted with prominent problems including insufficient accumulation of underlying technologies, long-cycle and high-cost product verification, high access barriers in downstream applications, and low-end homogeneous involution, making it difficult to form a sound development cycle. Based on the above status and problems, this study proposes a solution centered on ecological coordination. It suggests improving the industrial ecosystem in an all-round way by promoting collaborative research on key technologies, building a public professional verification platform, breaking downstream procurement access barriers, and standardizing the benign competition order of the industry.
The research results show that the proposed path can effectively accelerate the domestic substitution and market introduction of advanced packaging materials, resolve industrial development dilemmas, consolidate the key material foundation for the independent controllability of China's semiconductor industry, and promote the sustainable and sound development of the industry.