28 nanometer volume growth, 14 nanometer success debut, 7 nanometer start research and development...... From 28 nm to 7 nm, the distance between China's IC industry and the international advanced level is getting smaller and smaller.
China's integrated circuit market demand of 62.8% of the world, is the world's largest integrated circuit market." Said CCID think tank IC research institute director Huo Yutao told reporters, in the market driven, continue to maintain high-speed growth of China's integrated circuit industry, technological innovation ability to continuously improve enterprise backbone strength greatly enhanced, the ability to significantly enhance the development of supporting industries.
Rapid growth of industrial scale
The demand in the market and the support of national policy, China's IC industry to maintain the momentum of development of high stabilization, steady progress." China's high-end chip alliance chairman, the national integrated circuit industry investment fund Limited by Share Ltd President Ding Wenwu said.
In 2016, China's IC production was 132 billion 900 million, an increase of about 22.3%. Annual sales of 433 billion 550 million yuan, an increase of 20.1%, far higher than the global growth rate of 1.1%. Regional agglomeration effect is more obvious, the Yangtze River Delta, Pearl River Delta, Beijing Tianjin Bohai three industry gathering area to speed up development, sales accounted for more than 90% of the total size of the center city, the Midwest, Fuzhou Xiamen coast began to accelerate in the field of integrated circuit layout.
On the whole, China's integrated circuit industry is developing toward a higher technological content, and the industrial structure is becoming more optimized and reasonable." Huo Yutao says.
A typical performance is that the chip design industry continues to improve. Huo Yutao said, due to the relatively low threshold of technology, less investment, quick effect, long time, packaging and testing industry always occupy a high proportion in the integrated circuit industry in Chinese. But with the domestic chip design enterprise strength gradually increased, the proportion of industrial design industry chain has steadily increased, the proportion of in the industry since 2015 than the packaging and testing industry.
All sectors of the industry share accounted for more reasonable. Among them, the mobile intelligent terminal, IPTV and video monitoring, cloud computing, big data and other needs of multi-level and intelligent hardware innovation, chip design industry in 2016 sales revenue of 164 billion 430 million yuan, an increase of 24.1%. Benefit from the growth of chip design orders, chip manufacturing capacity utilization continued to load, in 2016 to achieve sales revenue of 112 billion 690 million yuan, an increase of 25.1%. Effect of load and overseas mergers and acquisitions in the manufacturing industry production capacity, sales revenue of 156 billion 430 million yuan in 2016 an increase of 13% of the packaging and testing industry.
The proportion of chip design industry is close to 40%, which will bring a large number of orders for the downstream chip manufacturing and packaging testing, and effectively promote the coordinated development of the industrial chain. Wuhan, Shenzhen, Hefei, Quanzhou and other places to the layout or construction of memory chip production line layout, memory products are in full swing, indicates that the global memory center of the next round of development will gradually transfer to Chinese." Xia Yan, analyst at the think tank Research Institute of integrated circuits, said.
Capital operations are becoming increasingly active
In March 28, 2017, the National Development Bank, China core investment management limited liability company with Thunis group, signed a cooperation agreement, violet will receive a total of up to 150 billion yuan of investment and financing support, focus on the development of the integrated circuit related business.
IC industry investment and slow returns, is a "burn money" industry, but capital enthusiasm unabated, in 2016, China's IC manufacturing investment scale grew by 31.1%.
Huo Yutao believes that the integrated circuit industry investment and financing market prosperity, the national and local governments can not be separated from the funds and policy guidance. Since 2014 "state to promote the development of the integrated circuit industry as well as the promulgation of the" outline of the national integrated circuit industry investment fund was established, the local governments have established the local investment fund, leveraging social capital investment for the integrated circuit industry.
It is understood that, as of the end of 2016, the national integrated circuit industry investment fund invested more than 80 billion yuan to support the integrated circuit industry. Under the impetus of the national fund, local funds, social capital, financial institutions and other more concerned about the integrated circuit industry, the industry financing difficulties eased initially.
According to Ding Wenwu, at present around the establishment of a sub fund of strong will, Beijing, Wuhan, Shanghai, Sichuan and Shaanxi have set up the fund industry, the total size of 2016 around the end of the announced local funds more than 200 billion yuan.
Domestic enterprises and capital have embarked on the stage of international mergers and acquisitions. For example, the United States led the acquisition of core cre Howare technology, Wu Yuefeng capital led the acquisition of American core semiconductor, wide construction capital acquisition and standard product department NXP RF, SMIC acquired Italy foundries LFoundry, Changjiang electronics technology acquisition Singapore stats ChipPAC, through rich micro power acquisition of AMD packaging and testing plant etc.. Over the past two years, the amount of international mergers and acquisitions led by domestic capital reached US $13 billion.
Capital operation has become increasingly active, greatly boosting the confidence of industrial development. A number of major projects have started chip manufacturing: TSMC launched a total investment of $3 billion 12 inch advanced logic production line project in Nanjing, is expected to start the second half of 2018, monthly production capacity reached 20 thousand; Fujian Jinhua storage project with an investment of 37 billion yuan, is expected in 2018 will form a monthly production capacity of 60 thousand DRAM (dynamic random access memory) chip production capacity; a total investment of $24 billion project started in Wuhan memory......
"In China the development strategy of multinational enterprises have gradually adjusted, change of authorization, by the sole management to strategic investment, technology transfer, joint ventures and other advanced production mode, the international advanced technology, to accelerate the transfer of domestic funds." Xia Yan says.
The level of international cooperation has been continuously improved, and high-end chips and advanced technology cooperation have become hot spots. SMIC, HUAWEI, Qualcomm and IMEC of Belgium to form a joint venture company, the joint development of 14 nanometer chip advanced manufacturing technology; Intel, Qualcomm and Tsinghua University, and montage technology Guizhou Province signed the agreement, to carry out in-depth cooperation in the field of server chip Qualcomm and Guizhou province; the government set up a joint venture company core, the development of high performance server chip based on the ARM architecture; Tianjin sea light X86 architecture AMD authorized the establishment of the joint venture company CPU chip development server.
Close to the world's first camp
Spreadtrum launched 14 days before the 8 nano kernel 64 bit LTE chip platform, facing the global high-end smart mobile phone market. The chip is run by Intel, the first time Intel has run a chip for China's Integrated Circuit Design Company.
A series of policies and measures to encourage industrial development have been introduced, effectively alleviating the bottleneck of investment and financing, further optimizing the development environment, stimulating the vitality of the market and developing the industry to a new level." Peng Hongbing, deputy director of the electronic information division of the Ministry of industry, said.
Peng Hongbing pointed out that China's IC industry innovation capability increased significantly. CPU and other high-end general-purpose chips continue to improve performance, the system chip design capability is approaching the international advanced level, 32 / 28 nanometer manufacturing process to achieve large-scale production, memory to achieve strategic layout. Through the integration of international resources, high-end packaging and testing the ability to significantly enhance the equipment and materials industry gradually gained a firm footing.
"China's integrated circuit backbone enterprises are close to the world's first camp." Huo Yutao says.
In 2016, the number of domestic design enterprises to enter the world's top 50 reached 11, of which two entered the top 10. SMIC has been profitable for 19 consecutive quarters, with revenues, gross profit and profits at record highs. Purple shine sharp into the global integrated circuit design enterprise top 10, the design level of 16/14 nanometer. Changjiang electronics technology industry ranking rose to the world after the merger stats ChipPAC packaging and testing industry third. The north, CRE micro semiconductor equipment sets, a series of development has made important progress.
Peng Hongbing pointed out that China's lack of innovation of integrated circuit technology and product reserves, the core technology of the situation has not fundamentally changed heteronomy. The product structure is unitary, mostly in the middle and low end, the high-end product mainly relies on the import pattern, also has not fundamentally changed, seriously affects the industry transformation and the promotion, as well as the national security.
"China is the world's largest integrated circuit market, but not the largest integrated circuit producer."." Huo Yutao said, "China integrated circuit has been dependent on imports, the main reason is that the domestic independent chip product structure in the low-end pattern still has not been fundamentally changed, China chip self-sufficiency rate is only about 8%."
Ye Tianchun, director of Microelectronics Institute of the Chinese Academy of Sciences, summed up the strategic significance of developing integrated circuit industry: "to solve China core and support China's development in the next 30 years."." It can be said that the integrated circuit is the core of it industry.
Peng Hongbing said, the Ministry will pay more attention to resource integration, strengthen top-level design, focusing on key enterprises, key nodes, major projects, promote the coordinated development of the industrial chain, to create the manufacturing innovation center. At the same time, to the application needs for traction, strengthen soft and hard coordination, build a large ecosystem platform.
"To continue to promote the development of product differentiation, to further strengthen the demand traction, to define the terminal chip, enhance consumer products, communications chip level, improve product cost, stepping up the layout of industrial control, automotive electronics, sensor chip development, promote the supply side structural reform of chip products." Xia Yan says.
Source: Beijing time
