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Depth | China's integrated circuit industry is in an unprecedented period of great development

Release date: 2020-01-09 09:57:36 Visits: 619

At the recent meeting of the Thirteenth National People''s Congress, Premier Li Keqiang listed the promotion of the integrated circuit industry in the "Government Work Report" section of the "Government Work Suggestions for 2018" as the need to accelerate the construction of a manufacturing power. The first keyword of the five major industries, the interpretation of the official WeChat public account of the People''s Daily is "the promotion of the development of the integrated circuit industry is included in the development of the real economy."

In this regard, my experience can be summarized as the following four sentences:

First, pay close attention.

General Secretary Xi Jinping has repeatedly emphasized the importance of implementing an innovation-driven development strategy, and stressed that the entire party and society must fully understand the tremendous role of scientific and technological innovation. The general secretary pointed out: "Controlling core technology with people is our biggest hidden danger. If the core components rely heavily on foreign countries, and the ''life gate'' of the supply chain is in the hands of others, it is like building a house on the wall of another person, It may not be weather-resistant or even vulnerable. "

This time, in the "Government Work Report", the promotion of the development of the integrated circuit industry was listed as the first place to emphasize the development of the real economy. On the one hand, it reflected the central collective leadership''s unified understanding of the development of China''s integrated circuit industry. On the other hand, it shows the strong determination of the Party Central Committee and the State Council to do a good job in China''s integrated circuit industry. At the same time, it also points out the direction for us to overcome difficulties and innovate in the future.

The degree of emphasis is self-evident.

The second is policy protection.

As the core of the information technology industry, integrated circuits are strategic, basic, and leading industries that support economic and social development and national security. They are also the basis for fostering the development of strategic emerging industries and promoting the deep integration of informatization and industrialization. Important support for strong foundation engineering.

With the in-depth promotion of major national strategies such as "Made in China 2025", "Internet", and "National IC Industry Development Promotion Outline", as well as the National IC Industry Investment Fund (referred to as "big fund") and "Core Electronic Devices, High-end The implementation of major national projects such as general-purpose chips and basic software products, "extremely large-scale integrated circuit manufacturing equipment and complete sets of processes", and "new-generation broadband wireless mobile communication networks" have further expanded the domestic integrated circuit market demand scale and further expanded the industrial development space. The industrial development environment has been further optimized, and the integrated circuit industry has maintained rapid development momentum.

It is worth mentioning that the second phase of the "big fund" is currently in full swing to raise funds. At the same time, the IC Industry Technology Innovation Strategic Alliance, which aims to strengthen close cooperation between the upstream and downstream of the integrated circuit industry, and promote the collaborative innovation development of the industrial technology, is also planning research topics such as the continued development of the industry.

From the top-level design to specific promotion links, industrial policies have received unprecedented significant support.

The third is that it has achieved great results.

In recent years, China''s integrated circuit design, manufacturing, packaging and testing, materials and equipment industry chain has achieved good results in all aspects. According to the forecast data released by CCID Consulting Co., Ltd. in late December 2017, China''s integrated circuit sales revenue in 2017 is expected to be 535.52 billion yuan, an increase of 23.5% year-on-year, and set a new historical high. Among them, the integrated circuit design industry sales revenue is expected to be 205 billion yuan, an increase of 24.7% year-on-year; the wafer industry sales revenue is expected to be 145.48 billion yuan, an increase of 29.1%; the packaging and testing industry sales revenue is expected to be 185 billion yuan, an increase of 18.3%. .

Integrated circuit design industry: In recent years, the entry threshold for "China''s Top Ten Design Enterprises" has been refreshed. In 2016, it was 2.05 billion yuan. In 2017, the entry threshold will increase by 100 million yuan, and it is expected to reach 2.15 billion yuan. Secondly, the field of product development is widely distributed. The product distribution of the design industry has grown from a standout in the past in the field of communication chips to the continued expansion of computers, smart cards, multimedia and consumer electronics chips; in addition, the development effect of regional agglomeration is more obvious. The development of the three major industrial clusters in the Yangtze River Delta, the Pearl River Delta, and the Beijing-Tianjin-Bohai Rim has accelerated. Central and western central cities and the coastal areas of Fujian have also accelerated their layout in the integrated circuit field, and a number of emerging backbone cities have emerged.

Integrated circuit manufacturing industry: It has the fastest growth rate among the three integrated circuit industries in recent years, with an increase of 25.1% in 2016 and an estimated increase of 29.1% in 2017. The layout and construction climax of domestic integrated circuit wafer production lines have sprung up. For example, projects such as Yangtze River Storage, a national memory production base based on Wuhan Xinxin, a 12-inch production line with 14nm and below manufactured by SMIC Shanghai, and a 12-inch high-tech production line from Huali Micro ; The start of Huahong Wuxi 12-inch and other new projects on schedule has laid a solid foundation for the rapid growth of China''s integrated circuit manufacturing industry in the next few years.

Integrated circuit packaging and testing industry: In recent years, the proportion of high-end and high-end products has increased significantly, and the industrial scale and competitiveness have significantly increased. Among the three industries in the industry chain, it has the most conditions to be the first to be on the first echelon and to be the first to keep pace with international standards. The three domestic companies, Changdian Technology, Huatian Technology and Tongfu Microelectronics, have entered the top ten in the world. Changdian Technology is expected to continue to rank among the top three in the world with revenue of 3.233 billion US dollars in 2017.

Integrated circuit materials and equipment industry: With the support of major national science and technology projects, gratifying progress has been made. Etching, oxidation, thin film, photolithography, ion implantation and other equipment have successfully replaced similar products of foreign manufacturers. Key equipment and materials have entered the supply chain of international first-class enterprises. The technical level of many products reaches 28 nanometers, and some products reach 14 nanometers. At the same time, domestic electronic materials supporting semiconductors have also made great progress.

In short, in recent years, China''s integrated circuit industry has achieved substantial growth in terms of technology level and basic strength.

Fourth, there is a long way to go.

There is still a large gap between China''s integrated circuit industry and advanced countries in the world, and this state will still exist in the future. At present, the overall technological level of China''s integrated circuit industry is not high, the core product innovation ability is not strong, and the overall product is still at the low-end. There are still obvious shortcomings and shortcomings in the development of the industry. Integrated circuits are the most important task in the transformation of the manufacturing industry. A very difficult problem is "lack of money". The development of the integrated circuit industry requires a lot of funds to support it. "Amazing", the integrated circuit industry is known as the "gold swallowing" industry. EUV lithography equipment is up to more than 100 million US dollars per unit, and the cost of building lines is up to 10 billion US dollars per unit. Financial assistance and policy support are highly needed. The integrated circuit industry is a typical capital and knowledge-intensive industry. To continue investment for five to ten years, it should be said that industrial development has a long way to go.

The heavy road is mainly reflected in two aspects: one is to continue catching up, and the other is innovation and development. "Continue to catch up" refers to the gap between catching up and the advanced countries in the world. On the other hand, it refers to the industrial layout that we have done over the years, and the gradually established technical system also needs to be applied systematically in the design, manufacturing, and equipment materials. We must take more effective measures and work hard to achieve lane change development. , Innovation and development, gradually forming our own characteristics in the global industrial innovation chain. Lead the global market with the Chinese market, and then reshape the global industrial chain.