Change the overall level of equipment and traditional industries
With the "National Integrated Circuit Industry Development Promotion Program" (hereinafter referred to as "promotion outline"), 'China made 2025', 'Internet +' and other national strategies in depth, the domestic IC market demand to further expand the industrial development space further Increase the development of the environment to further optimize the entire Chinese IC industry has been high-speed development.This is held from the recently held the '15th China International Semiconductor Fair and Summit Forum (IC China 2017)' can be seen.
The current IC China show, the major leading enterprises in the domestic debut, while exhibiting leading products and results, such as the show that the 28-nanometer low-power logic technology to achieve the most advanced wafer manufacturing process node level, While the SMIC from the product application show a variety of products and design customers together to create products; Spreadtrum SC9853I Intel-based 14-nanometer 8-core 64-bit 64-chip platform, China Resources Micro from less than 10W micro power to high power greater than 3kW Of the wireless charging platform, are reflected in the current industry's cutting-edge technology or the most close to the market demand for product design.
More attention is the 02 special exhibition area. Here gathered in the North Huachuang, Anji microelectronics, micro-semiconductor, Shennan circuit, Xinyang, Changchuan technology, Rui Li and other equipment materials business. Previous areas of the Chinese IC The traditional weakness of the industry, but from the exhibits of this exhibition, China has made a number of key equipment in the field of major breakthroughs, such as micro-semiconductor display can be used for 22 nm, 7 nm and more advanced technology chip Primossc AD- RIE single-stage multi-cavity dielectric etching equipment, Changchun Guoke precision display of deep ultraviolet lithography (DUV) exposure optical system, have made our semiconductor equipment technology in the corresponding areas to achieve a breakthrough from scratch, the future is expected Batch application in the large production line, which means that the overall level of China's semiconductor industry to enhance.
In this regard, Tsinghua University, director of microelectronics Wei Shaojun speech at the Summit pointed out: 'China's IC industry in the development of some dominant indicators may progress unhappy, but if the whole industry chain from the development of all aspects of the situation, you can It is concluded that we have not only maintained a higher pace of development than our international counterparts over the past 10 years, but have steadily improved the quality of our development.
International challenges exacerbate external dependence remains huge
Although the level of China's IC industry has been improved, but the problem still exists.First of all, China's IC industry, the overall level of technology is still not high, corporate traces of wild growth is still obvious, especially in the field of high-end chips, China and the international gap is even greater , In the high-end areas to catch up with the international advanced level will be the next period of time one of the main tasks of China's IC industry.In addition, China's current IC product import and export deficit is still huge, foreign dependence is high .2017 first quarter of China's imports of integrated circuits The export volume was 11.8%, the export volume was 11.3%, the export volume was 13.3%, the export value was US $ 13.49 billion, up 5.3% year on year, and the export volume was 42.789 billion, up 10.4% year on year.
It is noteworthy that the international IC industry situation is also changing: technically, after the Moore era of semiconductor products technology to accelerate change and innovation, new principles, new processes, new structures, new materials and other technologies and products to continue to achieve innovation and In the industry, international large enterprises to speed up the layout of emerging markets, in the field of subdivision to find new business growth point, around the Internet of Things, automatic driving, data center, artificial intelligence and other areas of mergers and acquisitions become increasingly active in the policy, the United States and Japan And other countries on the development of IC industry in China to prevent the heart of the market for the IC industry to bring uncertainty to the competitive landscape.
Facing the new industry situation, China's IC industry needs to adjust the development strategy in a timely manner to address the new challenges facing.As the Ministry of Industry and Electronic Information Division Diao Shijing in the current Summit speech pointed out: insist on innovation-driven strategy, China's IC industry The development of new kinetic energy.
Adhere to the 'product as the center' concerned about 95% of the general market
IC is the core of the information age, integrated circuit manufacturing technology represents the world's highest level of manufacturing, IC industry has become the impact of social, economic and national defense security and comprehensive competitiveness of the strategic industry, while China in promoting the integrated circuit In the process of development, some of the problems exposed need to be adjusted in time.
Wei Shaojun talked about the development of high-end chips, especially pointed out: 'In the high-end general-purpose chips, whether CPU or other chips, we should be highly concerned, but the current high-end chip in the development of the existence of errors, The idea is to capture 5% of the specific market, ignoring the 95% of the big market. 'As high-end integrated circuit products using advanced technology and process, so the cost is getting higher and higher, so they will encounter marketing and sales problems. Wei Shaojun view, companies should strive to find a solution to enhance the scope of application through a wide range of applications, which requires the enterprise's integrated circuit products from the outset there are 95% of the large market plans and targets, rather than specializing in 5% Of the specific market.
In the process of developing IC industry, we must unswervingly turn to 'product-centric' .Wei Shaojun pointed out that since the release of "Promotion Plan", China has laid a number of foundry manufacturing lines, but the development ideas of foundry are often Customer's products as the center, customer service, to meet customer needs, the type of technology tends to be generalized, the process tolerance is wider, the degree of professionality is relatively broad. This development tendency in the long run is unfavorable, after all, Is the chip products, rather than foundry services, so to cultivate the enterprise 'product-centric' development thinking, the ability of enterprise development is the ability to develop products, rather than the ability to manufacture customer products, process development goal is to product For the demand, the type of process should be more specialized.
In addition, in the talent and research and development, but also should guide enterprises to speed up the formation of a complete R & D system and personnel training system. IC business growth is based on technology, research and development, talent is technology can not buy, corporate acquisitions and mergers Should be based on their own strength to enhance the ability to digest and absorb, rather than simply the introduction of the acquisition, floating on the surface.Therefore, China's IC enterprises should pay attention to their own research and development system and personnel training system.