Affected by the strong global demand for semiconductor products, China's integrated circuit industry continues to maintain a steady growth trend.
When interpreting the industrial production data for July, the deputy director of the Department of Industry of the National Bureau of Statistics, Yangtze River Source, said that the overall recovery trend of industrial production continued in July, and the high-tech manufacturing industry continued to grow at a high speed.
Integrated circuits, electronic components, optoelectronic devices, and printed circuit boards continue to grow rapidly, with a year-on-year growth rate of 20% to 50%.
As the shortage of chip production capacity continues, as the world's largest integrated circuit market, my country's key regions and corporate leaders are also strengthening their layout.
China Business News found that since July, Shanghai, Guangdong, Zhejiang, Tianjin and many other places have announced the "14th Five-Year" plan for the manufacturing industry, clarifying the key development direction of integrated circuits in the next five years.
Identify the development route of integrated circuits in various regions
At present, the domestic integrated circuit industry is basically distributed in provincial capital cities or coastal cities with separate plans, showing the distribution characteristics of "one axis and one belt".
After years of deployment, my country currently has four main industrial clusters, namely the Yangtze River Delta with Shanghai as the center, the Bohai Rim with Beijing as the center, the Pan-Pearl River Delta with Shenzhen as the center, and the central and western regions represented by Wuhan and Chengdu. area.
On July 14, the official website of the Shanghai Municipal Government published a notice on the issuance of the "Fourteenth Five-Year Plan for the Development of Advanced Manufacturing Industry in Shanghai."
According to Shanghai's plan, in terms of integrated circuits, focusing on independent innovation and scale development, the energy level of the entire industry chain of chip design, manufacturing, packaging and testing, and equipment materials will be improved.
Shanghai’s plan proposes that in the field of chip design, promote the chip design capabilities of key enterprises to enter 3 nanometers and below, build a national electronic design automation (EDA) platform, support new instruction sets, key core IP, etc. to form market competitiveness.
In the manufacturing, packaging and testing process, accelerate the research and development of advanced processes, support the construction of 12-inch advanced process production lines and special process production lines, strive to double the production capacity, and accelerate the development of third-generation compound semiconductors; develop wafer-level packaging, 2.5D/3D packaging, and flexibility Advanced packaging technologies such as substrate packaging and system packaging.
As the most important integrated circuit company location in Shanghai and even the whole country, Shanghai Pudong is also the region with the most concentrated integrated circuit industry, the highest level of comprehensive technology, and the most complete industrial chain in China. In 2020, the scale of the integrated circuit industry in the region will reach 147.1 billion yuan, an increase of 20.5%. , Accounting for 71% of Shanghai and 1/6 of the country.
The "Opinions of the Central Committee of the Communist Party of China and the State Council on Supporting the Pudong New Area's High-Level Reform and Opening up to Build a Leading Area for Socialist Modernization" (hereinafter referred to as the "Opinions") was released a few days ago, and Pudong's integrated circuit industry has a higher goal.
The "Opinions" proposes to make every effort to build a world-class innovative industrial cluster for integrated circuits.
According to the plan, Pudong will promote enterprises in high-end chip design, core device mass production, advanced process production, core equipment development, key material research and other fields to work hard to overcome a batch of "stuck neck" technologies, and accelerate the formation of a more globally competitive industrial system , And strive to form a scale of 400 billion by 2025.
Zhou Zhengyu, deputy director of the Pudong Science and Economic Commission, said that Pudong will promote the further development of the integrated circuit industry through innovation-driven, ecological support, development cooperation and overall planning.
Guangdong, which has a well-developed electronic information industry, issued the "Fourteenth Five-Year Plan for the High-Quality Development of Manufacturing in Guangdong Province" in early August. One of the clear key directions is to consolidate and upgrade strategic pillar industries.
The first of the ten strategic pillar industries is the new generation of electronic information.
The plan is clear that by 2025, the revenue of the new generation of electronic information industry will reach 6.6 trillion yuan, forming a world-class new generation of electronic information industry cluster.
For example, with regard to semiconductor components in the development of key subdivisions of the new generation of electronic information, with Guangzhou, Shenzhen, and Zhuhai as the core, the entire semiconductor and integrated circuit industry chain covering design, manufacturing, packaging and testing will be built.
The second key direction of Guangdong's "14th Five-Year Plan" for the manufacturing industry is the forward-looking layout of strategic emerging industries. The top 10 industries are semiconductors and integrated circuits. It is proposed that by 2025, the operating income of the semiconductor and integrated circuits industry will exceed 400 billion. Yuan, to create the third pole of the development of my country's integrated circuit industry.
Specifically, in terms of chip design and underlying tools and software, with Guangzhou, Shenzhen, Zhuhai, Jiangmen and other cities as the core, build a globally competitive chip design and software development cluster.
In terms of chip manufacturing, relying on Guangzhou, Shenzhen, and Zhuhai to expand and strengthen specialty manufacturing, Guangzhou uses silicon-based specialty wafer foundry lines as the core to build a 12-inch integrated circuit manufacturing production line; Shenzhen positions 28 nanometers and below advanced manufacturing technology And high-end characteristic technology such as radio frequency, power, sensor, display driver, etc., promote the improvement of existing production line capacity and technical level.
The "Fourteenth Five-Year Plan" for the Construction of a Global Advanced Manufacturing Base in Zhejiang Province was announced in mid-July, proposing to focus on the development of emerging industries, a new generation of information technology industries, and focus on the iconic industrial chain of digital security, integrated circuits, network communications, and intelligent computing. Build an important national integrated circuit industry base, plan the layout of future industries, plan the layout of disruptive technologies such as artificial intelligence, blockchain, third-generation semiconductors, brain-like intelligence, quantum information, flexible electronics, deep sea and space, Beidou and geographic information And cutting-edge industries.
The "Fourteenth Five-Year Plan for the High-Quality Development of Tianjin's Manufacturing Industry" mentioned that it is necessary to develop a new generation of information technology materials, expand the production capacity of 8 to 12-inch silicon monocrystalline polished wafers and epitaxial wafers, and accelerate 6-inch semi-insulating gallium arsenide, etc. R&D and production.
Promote the green development of argon fluoride photoresist and positive photoresist materials, improve the performance of polymer additives such as photoinitiators for photoresist, and improve the environmental protection of polishing liquid materials.
Li Ke, deputy secretary-general of the China Semiconductor Industry Association, previously told a reporter from China Business News that in terms of key domestic areas of the integrated circuit industry, cities should give full play to their own advantages in design, manufacturing, packaging and testing, equipment, and materials under the overall coordination of the state. All links in the industrial chain such as, applications, etc. form a coordinated development pattern to avoid the risk of low investment efficiency and low-end overcapacity caused by a swarm of companies rushing to get projects.
The special plans released this time have also been deployed separately in accordance with their own industrial characteristics.
Yang Jungang, a senior analyst at CCID Consulting's IC Industry Research Center, analyzed to reporters that, taking Shanghai as an example, my country’s top ten IC design companies, including BGI, Geke Microelectronics, and Tsinghua Unigroup Zhanrui, are all located in Shanghai and Shanghai. The integrated circuit design industry accounts for a large proportion of the country. At the same time, the Chinese headquarters of the top two EDA companies in the world, Synopsys and Kent Electronics, have settled in Shanghai, which will promote the creation of a national EDA platform and accelerate the technological upgrading of design enterprises.
As the largest province in my country's electronics manufacturing industry, Guangzhou ranks first in the country in sales of 5G, digital economy, automobiles, smart phones, home appliances and other products, especially home appliances and electronic information products in the world.
"Guangdong's 14th Five-Year Plan for the manufacturing industry mentioned that the expansion of the integrated circuit industry chain can achieve the coordination between the upstream and downstream of the electronic information industry in the province, and continue to enhance the overall strength of the electronic information industry in Guangdong." He said.
In Yang Jungang's view, although Zhejiang is a rising star, in recent years, Hangzhou, Ningbo, Shaoxing, Wenzhou and other cities in the province have successively deployed integrated circuit industries and have achieved substantial results.
Zhejiang is currently making every effort to deploy the digital economy industry. Integrated circuits are the basic link in the upstream of the digital economy. The construction of an important domestic integrated circuit industry base will boost the construction of Zhejiang's digital economy cities.
He believes that while developing the integrated circuit industry, all regions need to increase the introduction and cultivation of talents and the application and protection of intellectual property rights. The integrated circuit industry is a knowledge-intensive industry, and the demand for talents and the use of intellectual property rights are indispensable. With the rapid development of the integrated circuit industry in various regions, talents and intellectual property rights also need to keep up.
Strong demand for semiconductor products
The global semiconductor industry is in an upswing period, and the market's demand for chips will further expand.
On August 12, the official website of China Semiconductor Industry Association announced the operation of China's integrated circuit industry from January to June 2021.
According to statistics from the China Semiconductor Industry Association, the sales of China's integrated circuit industry from January to June 2021 were 410.29 billion yuan, a year-on-year increase of 15.9%, and the growth rate was slightly lower than the first quarter.
Among them, the design industry increased by 18.5% year-on-year, with sales of 176.64 billion yuan; the manufacturing industry increased by 21.3% year-on-year, with sales of 117.18 billion yuan; the packaging and testing industry increased by 7.6% year-on-year, with sales of 116.47 billion yuan.
According to data from the General Administration of Customs, in the first seven months, 368.29 billion integrated circuits were imported, an increase of 27.4% year-on-year and a value of 1.51 trillion yuan, an increase of 17.1%.
Li Ke said that China is the world's largest integrated circuit market, and the required chips need to be imported. The shortage of chips will adversely affect domestic electronics companies.
At present, the lack of chip production capacity is mainly caused by the demand side, the supply side, and the supply chain.
The application of the new generation of information technology products is accelerating, driving the rapid growth of chip demand. In addition, due to the continuous increase of investment required for the construction of chip production lines, the global semiconductor production capacity has grown slowly in recent years. The superimposed epidemic and other factors have caused short-term supply of chips to be interrupted.
Finally, affected by international trade, upstream and downstream companies in the industry chain are increasing inventories to prevent the risk of supply interruption, which invisibly further aggravates the "rush to buy" chips.
Li Ke told reporters that domestic enterprises need to make efforts in independent innovation and expanding supply. In terms of innovation, seize the rare window period of the chip field in the seller's market, increase research and development efforts and quickly enter the market. In terms of supply expansion, we will further improve management capabilities and production efficiency, increase existing capacity supply capacity, and increase financing to expand new capacity.