The ten cities of the integrated circuit industry are the most competitive: the top of Shanghai residence, the three places in Jiangsu

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  1. As the basis of the new generation of information technology, integrated circuits have been deployed for many years, and there are currently four industrial agglomeration areas in China. And the central and western regions represented by Wuhan and Chengdu.
    In the above four areas, there are not only cities such as Shanghai, Beijing, and Wuxi, but also cities such as Nanjing.
    Is the introduction of the new policy of the integrated circuit, the industry has once again ushered in the benefits.
    The ten major cities of the four regions
    Due to the high requirements for the local resource endowment conditions of the integrated circuit industry, the domestic integrated circuit industry is basically distributed in the planned single city of the provincial capital cities or coastal, and basically presented it. The distribution characteristics of "one axis".
    "This" one axis, one area, "is a layout of more than ten years ago. The development axis along the river is from Chengdu, Chongqing, Xi'an, Wuhan, Hefei, to Nanjing, Shanghai; Beijing, Tianjin, and Qingdao re -to Xiamen, Fuzhou, Shenzhen, and Guangzhou to present a tsuckle -winged layout. Among them, the Yangtze River Delta centered on Shanghai is a swallow head, the Pearl River Delta and the Beijing -Tianjin Bohai Rim are two wings. It is the tail of the swallow. "Li Ke, vice president of CIT, told the First Financial reporter.
    If according to the Core Thought Research Institute in 2020, the competitiveness of the integrated circuit in mainland China in 2020. Among the top 10, the Yangtze River Delta region accounts for five seats, namely Shanghai, Wuxi, Hefei, Nanjing, Suzhou, and the Pearl River Delta. Shenzhen , Bohai Rim Beijing was selected, and Chengdu, Xi'an, and Wuhan were selected in the central and western regions.
    This ranking is actually consistent with my country's existing integrated circuit industry pattern. "The integrated circuit industry is not an emerging rising industry. It can see the effect as soon as it is invested. Ke said.
    Suvenically, Shanghai is ranked first in the list. The integrated circuit is one of its three major industries. It has covered all aspects of design, manufacturing, packaging testing, equipment and materials. According to data from the Shanghai Integrated Circuit Industry Association, the scale of the Shanghai Integrated Circuit industry in 2019 has exceeded 170 billion yuan, of which the design industry is 71.5 billion yuan, the manufacturing industry is 38.9 billion yuan, the sealing and testing industry is 38.2 billion yuan, and the equipment and material industry is 21.8 billion yuan.
    It in terms of enterprises, only Zhangjiang in Shanghai gathered a number of well -known enterprises such as SMIC, Huahong Hongli, Huali Microelectronics, Huadian Semiconductor, Ziguang Zhanrui, Shanghai Microelectronics Equipment, Shengmei Semiconductor ; In the design field, the research and development capabilities of some integrated circuit companies in Shanghai have reached 7 nanometers, of which Ziguang Zhanrui ranks third in the global mobile phone chip market share; in the field of manufacturing, the annual sales of SMIC and Huahong Group are in China Located in the top two.
    In January to May of this year, in the case of challenges in various fields, the Shanghai integrated circuit industry still increased against the trend, and sales revenue achieved a 38.7%growth of 38.7%.
    I. as a region with the strongest domestic scientific research strength, Beijing has planned to build a technology innovation base with an international influence by 2020, and Beijing's industry has been in the top three for many years, and in technology research and development, and in technology research and development, Integrated circuit design, chip manufacturing, packaging testing, equipment and materials all have a good foundation.
    The largest integrated circuit in the Pearl River Delta region in Shenzhen, it is planned to build an international competitive integrated circuit industry cluster by 2023. The integrated circuit industry has reached 200 billion yuan. Essence
    It, in the top ten cities, three cities in Jiangsu were on the list, namely Wuxi, Nanjing, and Suzhou. Among them, there are Wuxi and Suzhou, which have been laid out for many years, and Nanjing, which have started to work in recent years.
    Wuxi is the most developed city in Jiangsu's integrated circuit industry. In 2018 and 2019, the scale of Wuxi integrated circuit industry exceeded 100 billion yuan. Among them, the output value in 2019 reached 117.83 billion yuan, an increase of 8.3%, located in the first in Jiangsu Province, accounting for more than 50%; The proportion is more than 10%.
    In the past two years, Hua Hong Semiconductor Wuxi Base (Phase I) 12 -inch production line, Central Leading Big Silicon Film, Hynix Second Factory, and Linking Tianyi New Energy Phase I were completed and put into operation in Wuxi. On August 5th, the Wuxi Municipal Government and Jiangsu Provincial Institute of Industry and Technology Research Institute of Industry and Technical Research were officially signed and settled in the Xishan Economic and Technological Development Zone. After the innovation center is completed, more than 3 industry -level integrated circuit application testing platforms will be formed. The overall team size of the project is expected to reach more than 130 people. It is planned to cultivate and introduce 20 high -level talents such as large -scale company executives.
    The integrated circuit industry covers design, chip manufacturing, packaging and testing, equipment and materials and EDA. Li Ke told reporters that the focus of the four main areas of my country's integrated circuit industry is different. In the Yangtze River Delta region, the manufacturing process is the core. Whether it is Shanghai's chip manufacturing and design, or the entire Jiangsu packaging test and chip manufacturing, it is the biggest advantage of this area. Beijing is the most prominent field of integrated circuit design. For example, the top ten IC design companies in the country account for more than half of Beijing. The Pearl River Delta is relatively prominent in the application field of integrated circuits, including ZTE, Huawei, and downstream entire machine manufacturers and solutions. The central and western regions are in a state of catching up, such as Samsung in Xi'an and the Yangtze River storage of Wuhan.
    Cang China Semiconductor Industry Association statistics show that in 2019, China's integrated circuit industry sales were 756.23 billion yuan, an increase of 15.8%year -on -year. Among them, the design industry sales were 306.35 billion yuan, a year -on -year increase of 21.6%; manufacturing sales were 214.91 billion yuan, an increase of 18.2%year -on -year; the sales test industry sales were 234.97 billion yuan, an increase of 7.1%year -on -year. Although the growth rate of 15.8%is lower than before, compared with the case of 12.1%year -on -year from the global semiconductor market in 2019, the Chinese semiconductor market is still rising against the trend.
    The breakthrough in the entire industrial chain
    This is worth noting that, although my country's integrated circuit industry has made great progress in the fields of design and other fields, it is still in the fields of manufacturing and upstream equipment. There is a large gap in developed countries.
    On August 7, Huawei's Consumer Business CEO Yu Chengdong stated at the 2020 Summit of the China Information Technology Hundred People. The process of catching up with it again ", but due to the lack of manufacturing, Huawei's upcoming 5G chip Kirin 9000 is likely to become the last generation of Kirin high -end chip. He also called for partners in the semiconductor industry chain to take root in all aspects.
    In August 4, the State Council announced the "Notice on Promoting the Integrated Circuit Industry and Software Industry High -quality Development Policies" (hereinafter referred to as the "New Deal"). This new policy is also regarded by the industry as the largest and most widely covered documents, including fiscal, taxation, investment and financing, research and development, import and export, talent, intellectual property rights, market applications, and international cooperation.
    The most noticeable is tax cutting related content, the first is for manufacturing enterprises. For example, the integrated circuit that is encouraged by the state is less than 28 nanometer (including), and an integrated circuit production enterprise or project with an operating period of more than 15 years.
    Li Ke told reporters that if the biggest bottleneck in the development of the integrated circuit industry in the past is funds, now whether it is the establishment of the National Fund or the listing of integrated circuit companies, it has solved funds largely to solve funds. The problem, so the current key is the breakthrough in the technical field. "In the past, we talked about the key breakthroughs in the industrial chain, and selected several areas to break through first. Now different from the past, we need to break through in the entire industrial chain."
    According to previous experience, after the State Council published documents, all ministries and commissions and first -tier cities were released. Both will release more specific policies. Li Ke said that compared to the previous "Notice of the State Council's Printing and Distributing Several Policies of Encouraging the Software Industry and Integrated Circuit Industry" (Guo Fa [2000] No. 18), a few cities have swarmed slightly after the introduction. Yes, local governments are still very enthusiastic about the development of the integrated circuit industry, but it is more important that it has recognized its own urban endowment, so it will be more rational when undertaking the project.
    Li Ke also believes that from the perspective of industrial development, whether it is a strong economic province or a strong information industry, although the development of integrated circuits has its own focus, it is a key to whether it has a 12 -inch integrated circuit production line. "For example, Guangzhou had the first 12 -inch production line last year, and Hangzhou's key projects this year also have a 12 -inch integrated circuit manufacturing project."
    Is Nanjing, which has begun to integrated the circuit industry in recent years In the former Chengdu, Li Ke believes that these places should continue to play their own urban advantages, such as Chengdu to make good use of their college resources (University of Electronic Science and Technology), and also to speed up the layout of 12 -inch production lines to create a complete industrial ecology.

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