(Economic Observation) Responding to "stuck necks", China's Xinchuang industry ushered in a golden period of development

  China News Service, Beijing, February 26 (Reporter Liu Yuying) Chips, complete machines, operating systems, databases, middleware...Under the technological blockade, China's credit innovation industry is ushering in a golden period of development.

Some think tank institutions predict that the total market size in the next three years is expected to reach more than one trillion yuan.

  The so-called Xinchuang industry refers to the information technology application innovation industry. Its core is to build a localized information technology software and hardware infrastructure system and a full-cycle ecosystem through industry applications to solve the problem of "stuck necks" in key links of core technologies.

  The "White Paper on the Development of China's Credit Innovation Industry (2021)" recently released by the Chinese Institute of Electronics and Zhongcheng Think Tank summarizes the current status of China's credit innovation industry.

  According to the report, in 2006, "Nuclear High Base" (core electronic devices, high-end general-purpose chips and basic software products) was listed as one of 16 major technology projects, marking the start of the Xinchuang industry.

  The Xinchuang industry ecosystem is mainly composed of four parts: basic hardware, basic software, application software, and information security.

Ma Jing, research director of Zhongcheng Think Tank, told a reporter from China News Agency that after years of development, China's current chips, networks, operating systems and peripheral products have basically achieved leapfrog progress from scratch, from usable to easy to use.

  In the field of basic hardware CPU chips, China has emerged from the leading CPU companies such as Loongson, Zhaoxin, Feiteng, Haiguang, Shenwei and Huawei, but advanced manufacturing processes, equipment, materials, EDA/IP at 14nm and below nodes There is a big gap between the upstream core links such as manufacturing, manufacturing, and leading foreign companies. Currently, the model of "external circulation as main + internal circulation as auxiliary" is still adopted, and shortcomings are urgently needed.

  In terms of operating systems, mainstream domestic operating systems such as Galaxy Kirin, Winner Kirin, Tongxin System, and Puhua Operating System have completed dozens of releases for Lenovo, Huawei, Tsinghua Tongfang, China Great Wall, and Sugon. The adaptation of various terminals and server equipment, and the application ecology is becoming more abundant.

  According to the report, in the next three years, Xinchuang Industry will begin to promote in key industries and usher in a golden development period.

According to preliminary estimates by Zhongcheng Think Tank, the market size of China's Xinchuang industry will reach 300 billion yuan in 2021, and the total market size in the next three years will reach the trillion yuan (RMB) level.

  Ma Jing said that the United States was able to block technology against China precisely because the United States monopolized the core upstream technology and dominated the development of the entire industry.

In order to avoid the recurrence of similar phenomena, China must insist on independent innovation and solve the "stuck neck" problem.

  In the current time window, as silicon-based chips are getting closer to the physical limit, Moore's Law is about to fail. The original Wintel alliance monopoly is gradually broken. In the future, it is expected to form an industrial pattern where multiple IT standards and ecology coexist. This is the key to the entry of Chinese technology. period.

  At present, China has issued corresponding policies to support the development of Xinchuang industry.

For example, in the chip field, China established the National Integrated Circuit Industry Fund in September 2014 to demonstrate the will of the country.

In terms of the number of investment companies, the National Integrated Circuit Industry Fund has invested in 11, 15 and 6 companies in chip manufacturing, design and packaging and testing respectively, accounting for 24%, 32% and 13% of the total number of investment companies.

  However, China also faces many bottlenecks in the development of its credit innovation industry.

Ma Jing believes that the first is the technical bottleneck. There are a large number of technical bottlenecks in each subdivision of Xinchuang, which need to be tackled one by one.

  In terms of talents and ecology, China's Xinchuang industry needs more hard-core technology companies to persist in the R&D and innovation of "stuck-neck" core technologies, and even requires long-term investment in basic scientific research.

  Ma Jing said that while autonomous and controllable to ensure their own safety, they also need open cooperation.

Core technologies, key components, and various types of software need to be localized and not controlled by others; actively open and cooperate at the application level; in the purely civilian field, open cooperation should be actively encouraged.