Under the guidance of the national strategy for semiconductor self-sufficiency, the semiconductor equipment power supply industry is entering an unprecedented development opportunity. As the "heart" of semiconductor manufacturing equipment, the performance of power supply devices directly determines the yield and efficiency of chip production. Currently, domestic semiconductor equipment power supply companies have achieved significant breakthroughs in key areas such as RF power supplies and high-voltage DC power supplies, markedly accelerating the process of industrial chain localization.
The Rise of Domestic Strength: Significant Breakthroughs in Core Technologies
China’s semiconductor equipment power supplies are undergoing a qualitative transformation from “usable” to “high-performance.”
Yingjie Electric’s RF power supply achieves internationally advanced conversion efficiency and has successfully entered the supply chain of SMIC (Semiconductor Manufacturing International Corporation).
Hengyunchang’s PECVD power supplies are now mass-produced, breaking the long-standing monopoly of foreign manufacturers.
In the fast-charging chip sector, Injoinic has obtained global QC5.0 certification, and end brands such as Xiaomi and OPPO are increasing their procurement of domestic chips, demonstrating the strong momentum of domestic substitution.
However, the localization rate of high-end equipment power supplies remains below 30%, with core power components still relying on imports. Technical barriers continue to constrain industry development. Supply chain uncertainties arising from international trade frictions further highlight the urgency of achieving self-reliance across the industry chain.
Global Giants Dominate: The Technology Gap Must Be Narrowed
The global semiconductor equipment power supply market is dominated by international giants such as MKS and AE in the U.S., Advantest in Japan, and Trumpf in Germany. Leveraging years of technological accumulation, these companies maintain a leading edge in advanced areas such as wide-bandgap semiconductor applications and intelligent control. Data shows that imported power supplies have a power density 1.5 times that of domestic products and still demonstrate clear advantages in conversion efficiency and stability.
In particular, domestic enterprises lag behind international standards in critical technical indicators such as high-end RF power amplifiers, impedance matching accuracy, and microsecond-level response of wafer manufacturing power supplies. These “bottleneck” areas have become key constraints on the high-quality development of China’s semiconductor industry.
Accelerating Technological Evolution: Innovation Drives the Future
Semiconductor equipment power supply technology is rapidly evolving toward higher frequency, integration, and intelligence. The penetration of wide-bandgap semiconductor devices such as SiC and GaN continues to rise, driving breakthroughs in power supply efficiency. However, domestic enterprises face three major technical bottlenecks: reliance on imports for high-end RF power amplifiers, insufficient impedance matching precision, and inadequate stability in wafer manufacturing power supply responses.
The industry must strengthen collaborative innovation across industry, academia, and research institutes, achieving breakthroughs in fundamental areas such as materials science and control algorithms to meet the higher demands of advanced processes like 3D IC manufacturing. By 2026, the market share of power supplies based on wide-bandgap semiconductors is expected to exceed 40%, and technological iteration will create leapfrog development opportunities for enterprises with strong innovation capabilities.
Building an Industrial Innovation Hub: Driving a New Engine for High-Quality Development
At a critical moment of global semiconductor industry reshaping, the 2026 World Power Supply Industry Expo will emerge as a strategic platform connecting technological innovation with industrial upgrading. The Expo is not only a showcase for cutting-edge technological achievements but also an important bridge for promoting collaborative innovation across the industry chain and facilitating global cooperation and exchange.
Focusing on key breakthroughs in semiconductor equipment power supplies, the Expo will build a comprehensive exhibition system covering core technologies, advanced materials, and intelligent manufacturing, providing strong support for resource integration and the flow of innovation elements. By bringing together top global enterprises and innovative forces, it will effectively promote cross-industry technological integration and business model innovation, accelerating the transformation of technological achievements into productive applications.
As a key node in building the industrial ecosystem, the Expo aims to connect the full chain from technology R&D to market application, fostering an open, collaborative, and mutually beneficial global innovation network. This deep interaction and integration continuously stimulate industrial innovation vitality, injecting strong momentum into technological breakthroughs and industrial upgrading in the semiconductor equipment power supply field.
Amidst global competition in semiconductor supply chain deployment, innovation in power supply technology has become a core factor in enhancing national technological competitiveness. The 2026 World Power Supply Industry Expo will not only drive leapfrog technological development but also, by establishing a global cooperation network, make significant contributions to global semiconductor innovation and the growth of the digital economy.
