(Economic Observation) China's IC demand exceeds supply and needs long-term cultivation
China News Service, Chongqing, December 10 (Reporter Liu Xian) China's IC Design Industry 2020 Annual Conference and Chongqing IC Industry Innovation and Development Summit Forum were held in Chongqing on the 10th.
China has the world's largest semiconductor market.
Strong demand exists for a long time, and it is urgent to improve the supply capacity. This has become the consensus of experts and industry leaders.
"During this period, friends in the industry met first to talk about production capacity in advance, and the second thing to talk about how long the boom can last? How do you look forward? Is Moore's Law finally over?" As the technology and production capacity of the global logic integrated circuit industry The provider, TSMC (China) Deputy General Manager Chen Ping opened his speech like this.
Chen Ping said that the new crown pneumonia epidemic has accelerated the global digitalization process.
The number of transistors has grown rapidly to meet the increasing demands of systems and applications.
The evolution of process technology has allowed the extension of transistor scaling.
New 2D materials support the continued innovation of transistors.
Although in the last 20 years someone has said with certainty that Moore's Law is about to end, he believes that there is no answer when it will end-there are always scientists who find new technologies to break through the bottleneck.
"Semiconductor demand is very hot in the second half of 2020. In the next few years, production capacity will be a problem that is often troubled because the demand will increase." Chen Ping said that TSMC will invest nearly US$15 billion in 2019 and expect to invest 170 in 2020. Billion US dollars, and will increase in 2021.
Wei Shaojun, chairman of the Integrated Circuit Design Branch of the China Semiconductor Industry Association, analyzed that during the "13th Five-Year Plan" period, the sales scale of China's chip design industry increased from 132.5 billion yuan to 381.9 billion yuan, an average annual compound growth rate of 23.6%, which was the global The compound annual growth rate of the semiconductor industry is nearly 6 times.
The sales scale of the design industry directly reflects the global position of China's integrated circuit industry.
In 2015, China's share of the global chip market was only 6.1%; in 2020, it will increase to about 13%.
"Despite rapid progress,'strong demand and insufficient supply' will still be a long-term challenge for China's integrated circuits." Wei Shaojun pointed out that design technology has made great progress, but product innovation is still not much.
R&D investment is seriously insufficient.
There is a serious shortage of talents.
It is worth noting that during the "13th Five-Year Plan" period, the ecological environment of China's integrated circuit industry has continued to improve.
The Ministry of Industry and Information Technology of the People’s Republic of China has approved the establishment of “Core Fire” innovation and innovation bases in 10 cities, focusing on the quality and quantity of service innovation and entrepreneurial units, the number of talents attracted and the quality of talent cultivation, the promotion of innovative achievements, product market share, and model innovation. The construction unit will be assessed in four aspects, including the synergy effect of the industrial chain.
Chongqing is one of the earliest cities in China to develop integrated circuits on a large scale.
According to Chen Yuyang, deputy general manager of Chongqing Xiyong Microelectronics Industrial Park Development Co., Ltd., Xiyong Microelectronics Park is committed to building a global collaborative R&D and innovation platform CUMEC Joint Microelectronics Center, China's largest power semiconductor base and South Korea's SK Hynix Group's world's largest chip packaging and testing factory.
From January to November 2020, the park's integrated circuit industry realized an output value of 15.249 billion yuan, a year-on-year increase of 23.78%.
The goals for the next five years include the introduction of more than 200 integrated circuit design companies, a local matching rate of 80% of electronic components for smart terminals, and the formation of a complete plan for domestic substitution.
"China is now the world's largest semiconductor market, which brings many opportunities to the industry." As Cadence CEO Chen Liwu said, China has a market, massive data support, and the government deploys new infrastructure, and it has a continuous enrichment of talents and talents. Innovative technology, therefore, "China's semiconductors have a steady stream and there is a lot to do."