The integrated circuit industry
The 14th Five-Year Plan also sets a “fast track” for the development of integrated circuits industy investment and intellectual property rights
In addition to the clear support and expectations for industrial development, the 14th Five-Year Plan also sets a “fast track” for the development of integrated circuits through investment and intellectual property rights.
The 14th Five-Year Plan for the development of the information and communications industry proposes to strengthen core technology research and development and innovation breakthroughs. Increase optical communications, millimeter wave, 5G enhancement, 6G, quantum communications and other network technology research and development support, tracking open wireless network technology research, accelerate the industrialization of communication network chips, devices and facilities and application promotion. To improve the industrial ecology of digital service applications and strengthen collaborative innovation in the industry chain.
Enrich 5G chips, terminals, modules, gateways and other product categories, accelerate the promotion of smart products, and expand the supply of medium- and high-end products such as smart homes and smart network-connected cars. Accelerate the development and industrialization process of industry-oriented 5G chips, modules, terminals, gateways and other products, promote chip companies to enrich the product system, accelerate the development of module classification and classification, optimize the environmental adaptability of modules, continue to reduce power consumption and costs, and enhance the original innovation capacity and industrial infrastructure support capabilities.
The 14th Five-Year Plan for Utilizing Foreign Capital Development integrated circuits
The 14th Five-Year Plan for Utilization of Foreign Investment mentioned that it is necessary to optimize domestic reinvestment support policies for foreign-invested enterprises. Encourage foreign-invested enterprises to reinvest their profits, support foreign-invested enterprises to further improve their industrial chain layout through domestic reinvestment, guide foreign investment to invest in integrated circuits, digital economy, new materials, biomedicine, high-end equipment, research and development, modern logistics and other industries, and promote high-end Foreign investment in high-tech industries gathers and develops.
The 14th Five-Year Plan for Utilizing Foreign Capital Development integrated circuits industry
The “14th Five-Year Plan for the Protection and Utilization of National Intellectual Property Rights” proposes that, in order to promote the high-quality creation of intellectual property rights, it is necessary to improve high-quality creation support policies and strengthen the creation of independent intellectual property rights in the fields of artificial intelligence, quantum information, integrated circuits, and basic software. and reserves.
Local governments keep up with the pace and focus on staking
After years of deployment, there are currently four integrated circuit industry clusters in my country, namely the Yangtze River Delta with Shanghai as the center, the Beijing-Tianjin-Bohai Rim with Beijing as the center, the Pan-Pearl River Delta with Shenzhen as the center, and Wuhan and Chengdu as the center. Represents the Midwest region. The Beijing-Tianjin Bohai Economic Belt with Beijing as the leader and the Yangtze River Delta Economic Zone with Shanghai as the leader have formed relatively mature formats in the fields of design, manufacturing, packaging and testing. In Shenzhen, the development momentum of the chip design industry is very rapid, and the manufacturing industry is also on the rise.
The central and western regions have also formed new distinctive development drivers, represented by wide-bandgap semiconductors and automotive-grade semiconductors, and are gradually forming a characteristic industrial cluster in the central and western regions of integrated circuits. With the overall development of the country, the role of integrated circuit industry centers in Beijing and Shanghai is gradually strengthening, which is bound to drive the development of industries in the Bohai Rim and the Yangtze River Delta region, thus forming a relatively complete regional industrial ecology.
Yangtze River Delta: The ecological chain layout is complete and comprehensive
The Yangtze River Delta is a region with a solid foundation of China’s IC industry, a complete industrial chain and advanced technology. From the perspective of IC design industry, sales in the Yangtze River Delta region will still account for the largest proportion in 2021, reaching 238.33 billion yuan, an increase of 49.0%.
Shanghai has formed a complete integrated circuit industry chain integrating design, manufacturing, packaging and testing, materials, equipment and other supporting services. It is the city with the most complete integrated circuit industry and the most balance industrial structure in China. The “14th Five-Year Plan for the Development of Shanghai’s Advanced Manufacturing Industry” proposes that in terms of integrated circuits, focus on independent innovation and scale development, and improve the energy level of the entire industrial chain of chip design, manufacturing, packaging and testing, and equipment and materials.
The “Planning” 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-level electronic design automation (EDA) platform, and support new instruction sets, key core IPs, etc. to form market competitiveness. In the process of manufacturing, packaging and testing, 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, flexible Advanced packaging technologies such as substrate packaging and system packaging. From design to manufacturing and packaging, from EDA to raw materials, the semiconductor industry ecological chain laid out by Shanghai Luozi is complete and comprehensive.
Shanghai is an all-rounder and a genius. At present, there are more than 700 companies engaged in integrated circuits in Shanghai. In 2020, the sales scale of Shanghai’s integrated circuit industry will reach 207.133 billion yuan. Among them, the design industry has reached 95.4 billion, the manufacturing industry has reached 46.7 billion, the packaging and testing industry has reached 43.1 billion, and the equipment and materials industry has reached 21.9 billion. In 2021, we expect the sales scale of integrated circuits exceed 240 billion yuan. In addition to the “14th Five-Year Plan”,
The “Notice of the Shanghai Municipal People’s Government on Printing and Distributing Several Policies for Promoting the High-quality Development of Shanghai’s IC Industry and Software Industry in the New Era” proposes that major breakthroughs have been made in independent research and development of components and raw materials and the realization of the actual sales of major projects of integrated circuit equipment materials, for major projects of EDA, basic software, industrial software, information security software, and for qualified design enterprises, are conducive to promoting the city’s integrated circuit line width less than 28 nanometers (inclusive) process production lines The application’s tape-out service supports a maximum amount of 100 million yuan.
In addition, Shanghai is also actively deploying automotive-grade chips. Shanghai Mayor Gong Zheng said that he is currently increasing efforts to deploy the production of automotive-grade chips to solve the problem of “lack of cores” in automobiles as soon as possible. “Shanghai is now the city with the largest number of new energy vehicles in the country.” Gong Zheng pointed out, “Shanghai’s goal is to produce more than 1.2 million new energy vehicles in Shanghai by the end of the 14th Five-Year Plan period, with an output value exceeding 350 billion yuan. “Anting Town, Jiading, Shanghai is also actively deploying automotive chip companies to build a domestic leading R&D and manufacturing base for automotive-grade chips.