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Economic frontline research│Zhaochi Semiconductor:

Dajiang.com/Dajiang News Client Omni-media reporter Shao Ping reported: On June 19, when the reporter walked into Jiangxi Zhaochi Semiconductor Co., Ltd., he saw a bustling and busy scene in front of him. In the 300,000-square-meter production plant, MOCVD epitaxial equipment is neatly arranged and running at high speed; AGV cars shuttle like weaving, accurately transporting raw materials; in the workshop, technicians wearing dustproof suits stare at the screen data with focused and firm eyes.

The roar of machines and the beating of data interweave into a development movement full of hope and confidence, demonstrating the strong driving force for enterprises to move forward steadily and thrive.

In recent years, Jiangxi Zhaochi Semiconductor Co., Ltd. has continuously overcome technical difficulties in many emerging fields such as Mini/Micro LED, realized industrialization and entered the global market, and has become a leader in the LED chip industry. It has ranked first in the world in production and sales in the field of LED chips, and leads the industry in profitability.

Stepping into the 300,000-square-meter production plant, you feel as if you are in the kingdom of "intelligent manufacturing". MOCVD epitaxy equipment is neatly lined up, the fully automatic wafer inspection line is running rapidly, and AGV cars shuttle along the planned routes on the ground to accurately transport raw materials. "35,000 chips go global from here every day, and the monthly production capacity is 1.1 million 4-inch gallium nitride epitaxial chips, ranking first in the world!" Process Integration Department Manager Xu Mingming said with pride.

Who would have thought that this "newcomer" that only took root in Nanchang in 2017 would make its "C-level debut" in the global LED chip field in just a few years.

"I know that there are tigers in the mountains, so I prefer to go to the tiger mountains." Recalling the beginning of the business, Wang Rong, the president's office, said with emotion. At that time, the domestic high-end LED chip market was dominated by European, American and Japanese companies, and the road to domestic substitution was full of challenges.Zhaochi Semiconductor has risen to the challenge and invested tens of billions in the upstream of the LED industry chain. From sapphire flat wafers to chip manufacturing, it has built the only full industry chain R&D and production system in the province. "We not only have to do what others can do, but also do our best!" Wang Rong said firmly.

Today, the company leads the world in monthly production capacity of 4-inch gallium nitride LED epitaxial chips. Its main business revenue will exceed 5 billion yuan in 2024, and its MiniRGB chip market share exceeds 50%, making it a core supplier to international giants such as Samsung and TCL.

In the corporate hall, rows of patent certificates tell the code of innovation. Chief Technology Officer Hu Jiahui said frankly: "We have applied for more than 1,500 patents and authorized 756 patents. Take the MiniRGB chip, for example, through the independently developed patterned sapphire substrate technology, the size has been reduced from 3x6mil to 2x6mil. The cost has been reduced, the production capacity has been increased, and the bottleneck of MiniLED display mass production has been broken." In the MicroLED field, the company has completed the layout of the entire technology chain, and the luminous efficiency of the developed chip has reached 300lm/W, approaching the top international level.

The company builds a "5G+smart factory" to demonstrate its hard core capabilities. The digital operation rate of key processes is 100%, the single-wafer yield rate is stable at more than 97%, and the production efficiency is increased by 20%-30%. Xu Mingming clicked on the data monitoring screen: "In the past, manpower could only monitor core data, and 80% of the data could not be managed. Now with a digital intelligent platform, nearly 300 million pieces of data are analyzed every day. Last year, the yield performance increased by nearly two points, and the efficiency increased by nearly 50 million yuan!"

As a key enterprise in Jiangxi Province's "Azalea Action", Zhaochi Semiconductor assumes the role of "chain owner". Ru Hao, who graduated with a Ph.D. from Fudan University, said: "50% of our products are supplied internally and 50% are sold at home and abroad. We have also connected companies such as Zhaochi Crystal Display and Zhaochi Optoelectronics in series to open up the LED industry chain and effectively resist international risks."

Upstream, the company has built a joint laboratory for semiconductor materials with Nanchang University to solve the problem of slow sapphire crystal growth; downstream, it has cooperated with local LED packaging companies to create the "Nanchang MiniLED Display Industry Cluster" to promote localized distribution of the industry chain.The set rate jumped from 30% to 60%. The "Jiangxi Semiconductor Industry Innovation Alliance" led by the establishment has attracted more than 50 upstream and downstream companies to join, forming a tens of billions-level industrial cluster.

The person in charge of Nanchang High-tech Zone commented: "Zhaochi Semiconductor is not a single production base, but a 'chain master' engine that activates regional industrial upgrading."

"Planting sycamore trees will attract phoenixes." In terms of stabilizing employment, companies have also made great efforts. Duan Liangfei, a front-line employee in production, shared, "New employees are given a 'customized package' of about 25 days, from safety training to practical production line operations, and the management personally checks the graduation assessment. Once the contract is signed, it lasts for three years. There are also dual channels for professional title evaluation and 'one-to-one' guidance on talent policies."

The company has carried out targeted training with Nanchang University and Jiangxi Science and Technology Normal University and established a master's practice base. "The talent apartment has complete facilities. Like Hu Jiahui, the whole family has settled in, and the children don't have to worry about going to school." Wang Rong said with a smile.

From "following" to "leading", from "fighting alone" to "chain-group collaboration", Jiangxi Zhaochi Semiconductor spent 8 years writing a counterattack legend. Its story is a vivid practice of an enterprise's unswerving "doing its own business". It is also a wonderful epitome of Ganpo's efforts to promote industrial transformation and upgrading and build a modern industrial system, injecting strong momentum into the development of China's semiconductor industry.

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