In recent years, with the market pull and policy support, China's integrated circuit industry has developed rapidly, its overall strength has been significantly improved, and the gap between integrated circuit design, manufacturing capacity and international advanced level has continuously narrowed, and packaging and testing technology has gradually approached the international advanced level. Some key equipment and The material was adopted by domestic and foreign production lines, and a group of key enterprises with certain international competitiveness emerged, and the effect of industrial agglomeration became increasingly obvious.
However, the integrated circuit industry still suffers from persistent innovation, weak industrial development and market demand, lack of synergy in various aspects of the industrial chain, and unsatisfactory policy environment to adapt to industrial characteristics. The level of industrial development is still higher than that of advanced countries (regions). There is a big gap, and IC products rely heavily on imports. It is difficult to form a strong support for building national industry core competitiveness and safeguarding information security. In 2016, China's integrated circuit output value was less than 7% of the global market, but the market demand was close to the global one-third. The import volume of ICs was still as high as US$27.1 billion, the export amount was US$61.38 billion, and the trade deficit was US$165.7 billion.
At present, the global integrated circuit industry is entering a period of major adjustment and reform. On the one hand, the global market structure has been adjusted rapidly, the investment scale has been rapidly increasing, and the market share has accelerated to concentrate on dominant enterprises. On the other hand, mobile smart terminals and chips have seen explosive growth. Computing, Internet of Things, Big Data, and other new business developments are rapidly developing. New trends in the evolution of integrated circuit technology have emerged. China has the world's largest integrated circuit market and market demand will continue to grow rapidly. Under the new circumstances, the development of China's integrated circuit industry is facing Great challenges have also ushered in rare opportunities. Therefore, the state and local governments have continuously issued relevant policies to support the development of integrated circuits and accelerate the pace of catching up with advanced countries (regions).
Exhibit 1: Summary of Key Policies for China's IC Industry (1)
Exhibit 2: Summary of Key Policies for China's IC Industry (II)
In order to promote the accelerated development of the IC industry, the State Council issued the “Outline for Promoting the Development of the National IC Industry”, which aims to give full play to the advantages of the domestic market, create a favorable development environment, stimulate the vitality and creativity of the enterprise, and strive to achieve leap-forward development of the integrated circuit industry. This outline is also one of the most important policies in China's IC industry in recent years.
The "Outline" clearly stated that by 2020, the gap between the IC industry and the international advanced level will gradually narrow, and the average annual growth rate of sales revenue in the industry will exceed 20%, and the company's sustainable development capacity will increase substantially. By 2030, the IC industry chain will be mainly The link has reached the international advanced level, a group of companies have entered the international first echelon, achieving leapfrog development.
Exhibit 3: Interpretation of the National Outline for the Development of Integrated Circuit Industry
Up to 2018, the integrated policies and interpretation of the latest integrated circuits in various provinces and cities
With the promulgation and implementation of the "National Outline for the Development of the Integrated Circuit Industry", the enthusiasm for the development of integrated circuits in various regions has increased, and many encouraging policies have been introduced. For example, Shanghai, Nanjing, Anhui, Fujian, Chongqing and Chengdu have introduced integrated circuit industries. Development Fund. From the perspective of corporate strength, the strength of China's integrated circuit design companies continues to increase.
Exhibit 4: Scale of Local Government IC Industry Funds in 2016 (100 million yuan)
Exhibit 5: Summary of Local IC Industry Investment Fund as of August 2017
In response to the country’s policy call, various localities have also formulated corresponding integrated circuit development policies in response to actual local conditions. For example, Zhejiang Province issued the “General Office of the People’s Government of Zhejiang Province on Accelerating the Development of Integrated Circuits to Further Accelerate the Implementation of Integrated Circuit Industry Development.” "Opinions" clearly stated that by 2020, the province's integrated circuit and related industries business revenue exceeded 100 billion yuan.
Exhibit 6: Summary of Policies Related to IC Industry in Major Provinces and Cities (I)
Exhibit 7: Summary of Policies Related to IC Industry in Major Provinces and Cities (II)
Exhibit 8: Summarization of related policies for IC industry in major provinces and cities (III)
Exhibit 9: Summary of Policies Related to IC Industry in Major Cities (4)
Exhibit 10: Summary of Policies Related to IC Industry in Major Provinces and Cities (V)
