1. Hefei Chip Leading Group will add nearly 20 new products each year;
Recently, 300 R&D equipments for Changxin's 12-inch memory wafer manufacturing base project are basically in place. A large-scale modern factory stands tall and will be put into trial production in the second half of this year. A large number of well-known brand electronic products are expected to be used next year. 'Hefei made' memory chips.
The integrated circuit industry is the core of the information technology industry and is called the “Pearl of Industry.” Hefei is a sub-center city of the world-class urban agglomeration in the Yangtze River Delta. It has gathered 129 integrated circuit companies in three years, covering design, manufacturing, and sealing. The entire industrial chain of testing, equipment and materials has become one of the fastest-growing and most effective cities in China's integrated circuit industry. Hefei, which was once the 'Desert' of the integrated circuit industry, has come to the fore in the fierce competition in the city and has risen to ' Rising star'.
In today's era, a new round of scientific and technological revolutions and industrial reforms are gestating. Today, Hefei is struggling to create an 'influential innovation capital,' and sprinting 'world-class industrial clusters' in the integrated circuit industry will undoubtedly be the city. Best illustrations of industrial innovation and high quality development.
Leading agglomeration grows at a rate of 20 new additions per year
On December 6, 2017, the Hefei Jinghe Integrated Project with a total investment of 12.8 billion yuan was officially put into mass production. With the construction of the next few years, Hefei Jinghe is expected to become the world's largest manufacturer focusing on panel-driven chips. This stage, landing the IC industry chain, so that the Hefei station on the forefront of industry development.
In the same month, the chip packaging and testing 'Shuangzi' project settled in Hefei, with a total investment of 3.5 billion yuan. China will set up the largest semiconductor display chip packaging and testing company in mainland China and packaged COF tape production base to create the 'IC Capital of China' for Hefei. Tim engine.
Leading companies continue to gather. In the design process, Hefei has 102 well-known companies such as MediaTek, Grouplink Electronics, Zhaoyi Innovation, and Junzheng Technology, among which 5 companies have sales revenue exceeding RMB 100 million. The world’s top integrated circuit design The company's MediaTek technology has set up its world's second largest R&D center in Hefei. In the manufacturing process, the company has achieved mass production of 12-inch wafers for wafers, and Changxin’s 12-inch memory wafer manufacturing base project has been accelerated. It is expected that the project will occupy the world after the project is put into production. About 8% of the DRAM market will fill the gap in the domestic DRAM market. Hefei will enter into a world-class storage manufacturing center. In terms of packaging and testing, Tongfu Microelectronics, Xinhuicheng, COF tapes, and silicon will be among the others. Project; In the equipment sector, the core-microelectronics dual-stage laser direct imaging equipment has broken the monopoly of foreign high-end laser direct-write exposure equipment, and Dahua Semiconductor's proprietary production equipment and precision molds have achieved mass production sales.
At present, Hefei has 129 IC companies and is one of the few cities in the country that has design, manufacturing, packaging, testing, materials, and equipment. The data show that in 2017, the city’s integrated circuit industry completed a total value of 23.56 billion yuan. An increase of 31.03% over the same period of last year. The settled companies are still growing at an average annual rate of 20.
Innovation leads the 'screen-core-end' integrated industry features appear
Into Hefei Jinghe IC Co., Ltd. located at the intersection of Daxie Road and Xiqiaohe Road of Xinzhan High-tech Zone, the exhibition hall not only displayed the finished products of Hefei-made wafers, but also generated from thin films, optical lithography, and etching. Miscellaneous, wafer manufacturing processes such as chemical mechanical polishing are also straightforward.
In 2019, after the first phase of the wafer wafer production project is completed, the production capacity will reach 40,000 per month, effectively filling the gap in the domestic drive IC industry, and will increase the localization rate of panel-driven chips in Hefei to 30% in 5 years, breaking the domestic market. The panel chip is almost entirely dependent on the import situation, achieving an effective combination of 'core' and 'screen'.
Hefei is the country’s largest home appliance manufacturing base, the largest in the country, the most complete new display industry base in the industry chain, the nation’s major automobile and equipment manufacturing base, and the nation’s important new energy industry base. It is predicted that only appliances in Hefei will be used as panels. Display, automotive electronics and green energy, and other industries, market demand for various types of chips each year reached billions of tablets, a total of more than 30 billion yuan, a huge market demand.
According to the calculation of the International Monetary Fund, the output value of a chip of 1 yuan can drive the related electronic information industry's output value of 10 yuan, which in turn will result in a GDP growth of 100 yuan. However, at present domestic integrated circuits are heavily dependent on imports. The core technology is controlled by people and has become a constraint on the economy. Shortage of social development.
How to break through? After three years of hard work, Hefei has explored its own way. With innovation as the driving code, it has initially formed its own industrial characteristics. In summary, taking the local market as the traction, human resources as the support, and the local industry Highly integrated, initially forming three clusters of industry-specific chips. In the field of panel-driven chips, the company gathered Duntai Technology, Jinchuang North, Zhongdian Jingxian, Hongjing, and Longxun. In the field of home appliance chips, it gathered Science and technology, Silicon Lijie and other companies; have also been deployed in storage, automotive electronics, power chips and other fields.
Elemental support escort 'industrial ecological chain' formation
Only high-quality industries can retain high-quality talents. Among the important factors for the accumulation of polymer fertilizers in the integrated circuit industry, talent has become the key.
'High-end talent and key technologies are the core competitiveness of the industry's development.' Vice President of China Semiconductor Industry Association Yan Xiaolang suggested that through the construction of a college of model microelectronics in colleges and universities, collaborative innovation between industry and universities should be carried out to drive the development of the entire industry.
Today, Hefei is embarking on training its own IC talent team and training microelectronics personnel as an important content for advancing 'two-class' universities such as China University of Science and Technology, Hegong University and Anda University. The 14 universities in the city have nearly 10,000 micro Students in electronics related majors, Beihang University of Microelectronics, China University of Science and Technology, and Hefei Microelectronics College accelerated their construction.
In terms of talent introduction, Hefei City has introduced supporting policies in one-off talent subsidy, work allowances, housing, and children’s education, etc. In response to the demand for Taiwanese and foreign talents in China, we have accelerated the construction of an international community and improved international hospitals, schools, and other service facilities. Attract more talent.
In terms of capital elements, Hefei City initiated the establishment of an integrated circuit industry investment fund of 300 billion yuan in Anhui Province to help the industry leap forward. National Integrated Circuit Industry Investment Fund, Walden Fund, Jianguang Assets, Zhongxing Hechuang, Yinkuan The participation of capital and other industrial investment funds, integrating high-end elements, supporting key projects, and stimulating industrial development.
In terms of policy support, Hefei City has taken the lead in promulgating the “Hefei City's Several Policies for Promoting the Development of the Integrated Circuit Industry”, which supports the development of integrated circuit companies from supporting R&D, application promotion, and platform construction. In terms of platform construction, 40 million yuan will be invested in the construction of the platform. IC design verification and analysis of the public service platform (ICC)... Converge resource elements. Relying on talent and policy dividends, the integrated circuit industry in Hefei is building greater development advantages and building an industrial ecosystem.
Dreamful Future: The Rise of Chinese IC Capital
At the two national conferences this year, integrated circuits were once again included in the State Council's "Government Work Report." This is listed as the first real economy development. This year's "Government Work Report" in Hefei City has clearly stated that 'To promote new types of displays, integrated circuits, and photovoltaic solar energy. , Strategic emerging industries such as intelligent voice and artificial intelligence have developed into world-class industrial clusters.
All along, the State and Anhui Province have attached great importance to the development of the IC industry in Hefei. The Ministry of Industry and Information Technology has listed Hefei as one of the nine major integrated circuit development bases in the country. The National Development and Reform Commission has listed Hefei as one of the 14 key integrated industrial development cities. Has been included in the "13th Five-Year" national major integrated circuit production layout plan. Anhui Province, Hefei City, IC industry base as a provincial development base for the new industry agglomeration.
At the beginning of 2017, the construction plan of Hefei Comprehensive National Science Center was approved. The basic platform of the 'GuoZihao' innovation system will provide an innovative power source for Hefei's industrial development. In March of this year, Hefei City supported 'Triple Creation'. The “Construction of Certain Policies” was formally issued. Within the next three years, Hefei City will arrange 200 million yuan each year to support major municipal emerging industrial bases.
With the support of the country and the province, Hefei is seizing opportunities, focusing on resources, highlighting key points, and striving to build integrated circuits into a core industry that will enhance competitiveness after the new display industry. During the 13th Five-Year Plan period, Hefei The city will focus on improving the 'Hefei core', 'Hefei production' and 'Hefei use' chains, and will fully develop the design and manufacture of memory chips, driver chips and specialty chips. By 2020, it will strive to exceed 50 billion yuan in output value. Manufacturing and design industries Ranked among the top five in the country, and strived to build 'China's Capital of Capital'. (Sun Yuqian reporter Su Xiaoqiong) Hefei Daily
2. China's semiconductor development requires an international circle of friends;
China Semiconductor Development Needs an International Circle of Friends
Cheng Jiulong
This year coincides with the 40th anniversary of China's reform and opening up. Looking at the future from an important historical point, where does China's opening up drive go? The answer to the question is directly related to China's innovation and development in the high-tech field.
In this regard, the Nineteenth Party Congress clearly stated: 'To build a modern economic system, we must promote the formation of a new pattern of openness in all aspects. Openness brings progress, and closure is bound to lag behind. The door to China's opening will not be closed, it will only grow bigger and bigger.'
This has already set the tone for China's future opening up to the outside world. Not only does China have to further increase its opening to the outside world, but China’s industrial development and upgrading must be integrated into the global innovation system. As a pillar industry in the field of information technology 1. The development of China's semiconductor industry should embrace openness and globalization.
In fact, the development of China's semiconductor industry has not left the influence of globalization. Take South Korea’s Samsung project in Xi’an as an example. As early as 2012, Xi’an High-tech Zone successfully introduced Samsung’s electronic memory chip project, with a total investment in the first phase of the project. US$10 billion. This project has set three “biggest” items—the largest investment in Samsung’s overseas investment history; the largest foreign investment project in the electronic information industry since China’s reform and opening up; and the largest foreign investment in high-tech projects introduced in Shaanxi and even in the western region. .
The first phase of Samsung's electronic storage chip project was completed and put into production in May 2014, creating the 'Shaanxi Speed'. This project led more than 100 supporting companies to settle in Xi'an High-tech Zone, making Xi'an form a complete semiconductor industry chain.
Although Xi'an was an important semiconductor base as early as the 1960s, the earliest first integrated circuit in New China was also created by Xi'an Microelectronics. However, Xi'an’s semiconductor industry has been 'split and small' for a long time. Before Samsung came, the output value of integrated circuits in Shaanxi was more than 10 billion yuan. In 2016, the output value of the semiconductor industry in Shaanxi Province was more than 50 billion yuan. This means that in the five years, the scale of the semiconductor industry in Xi'an has quintupled.
In addition to the changes in economic indicators, more importantly, it brought about industrial upgrading and technological advancement. According to Ximeimei, deputy director of the Industrial Development Bureau of Xi'an Hi-tech Comprehensive Bonded Zone, the original Samsung factory in Xi'an, which used imported equipment across the board, has now introduced a Shanghai's semiconductor equipment company trial - this means that there are already local companies from China to participate in Samsung's industrial cooperation in Xi'an Semiconductor.
After 40 years of reform and opening up and introduction of foreign capital, with the optimization and upgrading of China’s “investment path”, investment strategies for foreign investment in China have also been constantly adjusted. From the initial single dependence on China’s land resources, labor costs have been developed to today, Increasingly localized investment strategies increasingly emphasize synergies with local industries.
A group of international IT giants represented by Samsung, one after another, set up R&D institutions in China. China is no longer a simple 'factory', but more deeply involved in its global technological innovation system. Behind this change There are two main reasons for this: First, the Chinese market is increasingly important, and this important market needs to be more adapted to localized and innovative products; Second, China's progress in the field of technological innovation has allowed it to participate in the 'giants' globalization innovation. Possible.
This kind of 'you have me and I have you' in the industry collaboration and technical cooperation, but also backing the development and progress of China's domestic industry. Also take the semiconductor industry as an example, foreign investment in the Chinese market, management model, technology The accumulation and output of processes and other areas, to a certain extent, also accelerated the transformation and upgrading of the domestic semiconductor industry.
The data show that in the past five years, China's integrated circuit industry has taken a solid step forward, and the technology has achieved many breakthroughs. All aspects of the industry chain have been comprehensively improved, and the industry maintains an average annual growth rate of 20%.
In this regard, Miao Miao, Minister of the Ministry of Industry and Trade, publicly stated: 'Integrated circuits are a highly international industry, opening up, cooperation, and win-win are the only way for the development of the industry. China's integrated circuit industry has always upheld the 'open development' principle, from the capital, talent, Deepen international cooperation in various aspects such as technology and markets, promote open innovation and development in all aspects of the industrial chain, and strive to integrate into the global IC industry ecosystem.
Standing at the height of promoting the rise of China's semiconductor industry, we should unite global resources with a more open mind. On March 28, Samsung (China) Semiconductor Co., Ltd.'s second phase of the storage chip project broke ground in Xi'an, reflecting the new era's Xi'an Efficiency'. For the opening of China's semiconductor industry, it will open a new page. Economic Observer
3. Key equipment for flexible electronic devices: China has developed new graphene capacitors;
China News Service, Hefei, April 12 (Wu Lan, Zhou Hui) Hefei University of Technology released a message on the 12th: The school’s research team successfully prepared a graphene film and successfully assembled it into an all-solid-state flexible super capacitor. Supercapacitors provide efficient and safe power supply for wearable devices. They are the key equipment for a new generation of flexible electronic devices.
Relevant achievements were published on the 12th in the internationally renowned academic journal "Chemistry".
According to reports, graphene is an ideal material for new types of energy storage devices because of its excellent optical, electrical, thermal, and mechanical properties. However, due to the weak interface between graphene nanosheets and the lack of an effective assembly method, R&D has Ultra-thin, transparent, self-supporting graphene films, and as an all-solid-state flexible supercapacitor still face enormous challenges.
The school's research team and its collaborators have used macro-scale nano-assembly technology to successfully prepare a high-strength, self-supporting, ultra-thin transparent graphene film.
According to reports, the film consists of only two layers of graphene oxide monolayers, with a thickness of only 22 nanometers. It can be self-supported without the need for auxiliary materials, and it can be used to control thickness and performance by increasing or decreasing the number of monolayer layers. At the same time, the film has a horizontal dimension of centimeters, with tailorability and excellent stretchability.
The experimental results show that the new film can not only maintain excellent mechanical properties and optical properties, but also the all-solid-state flexible supercapacitor assembled from it has a high volume capacitance value, good electromechanical stability, and exhibits excellent super Capacitor performance. After 7500 cycles of charge and discharge, the film capacitance value remains as high as 91.4%. (End)
4. Xi'an 'core' road: the introduction of 'head horse' to drive 'geese array'
Xi'an 'Core' Road: The introduction of 'Head Horse' to drive 'Geese Array'
Du Yuan
In September 2017, Xi'an Entrepreneur Coffee District ushered in the city’s first 'IC Coffee'. Among the customers who were attracted to the bustling crowd, they were mostly inside the IC industry. This is not only a coffee shop but also a dedicated integration. The service platform of the circuit industry chain, in a sense, is a barometer reflecting the industry's cooling and heating.
In the past five years, the semiconductor industry in Xi'an (Note: IC is the most important part of the semiconductor industry) has increased from a scale of 10 billion yuan to 50 billion yuan. This hot industrial chain is still heating up, and IC coffee is one of the nodes. The 'head' of the chain is the Samsung of Xi'an in 2012. In that year, the single largest foreign investment project in history not only changed the semiconductor industry in Xi'an, but also changed the pattern of China's semiconductor industry. On March 28th, The second phase of Samsung’s memory chip project started in Xi’an, and Xi’an mayor Shangguan Jiqing said, “This makes Xi’an an important pole in the global semiconductor memory chip field.”
Traceability of Xi'an Semiconductor Industry
Trace back to the origin of Chinese semiconductors, Xi’an is a city that can’t pass by. This electronic technology center has more than 40 years of history of microelectronics technology development, and more than 20 research institutes related to microelectronics and electronic information. Xi’an has always been The important coordinates of China's semiconductor industry.
From the 1990s to the beginning of this century, it was still at the initial stage of China’s introduction of foreign investment. When some coastal areas were mainly limited to 'three to one', Xi'an had already begun to try to make breakthroughs in high-tech industries. In 2003, Infineon, Germany, and American IR, Xizi, invested in and constructed semiconductor R&D centers and packaging and testing plants, respectively. In September 2005, US Micron, the world’s second memory chip factory, decided to invest US$250 million in Xi’an to establish semiconductor packaging testing. The production base, Xi'an has since become an important part of the global semiconductor industry chain.
If we say that the 1990s were the 1.0 era of the development of China's semiconductor industry, the outstanding feature of this period was the active introduction of semiconductor foundry industries in the eastern coastal areas. The introduction of world-class semiconductor companies from Xi’an and the gradual establishment of a relatively complete industrial chain At the beginning, the development of China's semiconductor industry can be said to have entered the 2.0 era. Xi'an has taken advantage of many advantages in this process.
On the one hand, Xi'an’s profound talent accumulation has become an important reason for its emergence. From academicians of the Chinese Academy of Sciences, members of the National '863’ Program Microelectronics Expert Group, to Xi’an Jiaotong University, Xi’an University of Electronic Technology and other universities with microelectronics, and then A professional technical school, Xi'an has a complete talent training and export system. Just as a foreign-funded executive investing in Xi'an said, 'We will use the wisdom of the Chinese people to serve the big market of the Chinese people.'
On the other hand, the comprehensive competitiveness of the city in Xi'an, 'the attraction of high-tech, high value-added manufacturing projects, has evolved into cities and cities, regional and regional ideas, civilization, investment environment and economy. "Competitive and competitive factors such as strength." A high-ranking official in Xi'an has analyzed this.
Big project effect
In 2012, Xi’an introduced the Samsung project, which has the significance of 'involvement and movement' for the Xi'an Semiconductor Industry and the entire Shaanxi regional economy. 'Since 2012, the semiconductor industry in Xi'an has greatly improved, and it turned out to be domestic semiconductors. The status of the base and domestic enterprises is now becoming a base for international integration,” said Yumei Mei, deputy director of the Industrial Development Bureau of the Xi'an Hi-tech Comprehensive Bonded Zone.
In the initial stage of semiconductor industry development, relevant enterprises in Xi'an could only seek support from outside the province. Even 'packed boxes' need to be pulled from the coastal area', and with the rapid progress of the overall construction of the Samsung project, a group of people are closely related to the project. The supporting enterprises have settled in Xi'an one after another.
A large number of domestic and foreign companies such as American Air Chemicals, Sumitomo Japan, South Korea, South America, and China Electronics Microelectronics entered Xi’an. In 2012 alone, Xi’an attracted 88 supporting companies to settle down with a total investment of approximately US$438 million. More than 100 supporting companies have settled in succession.
If Samsung is the 'horse' of the semiconductor power industry in Xi'an, with the gathering of upstream and downstream companies in the industry chain, Xi'an's semiconductor industry has further developed into an era of cluster development that mimics the 'wild-array effect', and it took the lead and thrived in the semiconductor industry. Created the famous 'Xi'an speed'.
More importantly, Xi'an is beginning to enter the upper reaches of the semiconductor industry value chain. 'The semiconductor technology that our country had previously introduced was mostly obsolete or technologically backward. The Samsung project is the first of its kind in China. And the global synchronization technology project. ' He Xiaoning, executive director of the Shaanxi Semiconductor Industry Association said. Review the history of the development of semiconductors in Xi'an, the world's most advanced resources, from a high starting point into the development mode of strategic high-end industries, is also Xi'an The speed of the semiconductor industry is an important part of the breakthrough.
The prominent scale effect and the shaping of the industrial chain also led the semiconductor industry in Xi'an and even Shaanxi to enter the first camp in the next four to five years. Before 2012, the annual output value of the semiconductor industry in Shaanxi was approximately RMB 10 billion, and the semiconductor industry in Shaanxi in 2016 The industrial output value exceeds 50 billion yuan. What is the concept of '50 billion yuan? The country's entire semiconductor industry, Shaanxi ranks fourth, second only to Shanghai, Beijing and Jiangsu, before ranking eighth. 'He Xiaoning said.
In the downstream of the semiconductor industry, Xi’an also continued to deploy. Huawei Xi’an’s Smart Terminal Center and ZTE’s (31.200, 0.00, 0.00%) terminal series of projects have successively settled in. The ZTE Terminal Series project has created the largest in western China. Intelligent terminal production base, the current annual output has exceeded 20 million.
With the rapid development of the semiconductor industry chain in Xi’an, the absorption and aggregation effects of industrial talents are also rapidly emerging. Xi’an’s number of universities ranks third in China, and there are more than 20 universities and research institutions with microelectronics specialties and professional technicians. About 1/6 of the country's total, it has become a natural reservoir of talent for the semiconductor industry chain in Xi'an.
Take Xi'an Electronic Science and Engineering University as an example. The “Annual Report on Employment Quality of Graduates of 2017” published by the university shows that the proportion of its graduates working in the electrical and electronic equipment and computer manufacturing industries was 35.41% in 2017. The speed of about 1 percentage point has steadily increased.
In addition, the incorporation of Samsung and other semiconductor giants has also driven professionals from across the country and even the world to Xi’an. “When working in the United States, I think this is an industry that can be seen for two to three decades at a glance. It also means that there is a lack of opportunities. "In Xi'an and China, I can feel the changes almost every day," a returning semiconductor industry engineer wrote on his personal blog. From the return of high-end technicians to the growth of demand for skilled workers in the production line. 5. The semiconductor industry and human resources have formed a mutually reinforcing trend in Xi'an.
Further enhance opportunities
The landing of the second phase of the Samsung Xi'an Memory Chip Project has enabled Xi'an's semiconductor industry to further consolidate its development advantages. However, from the perspective of the overall semiconductor industry structure in China and the world, Xi'an is now facing an opportunity to further advance and shoulder the burden to help China. Semiconductor industry breakthrough mission.
Although China's semiconductor industry has developed rapidly in recent years, there is still a huge gap between itself and its own demand. Bain & Co.'s data shows that in recent years, China’s semiconductor consumption annually exceeds US$100 billion, accounting for global output. Nearly one-third of the total shipments, but China's semiconductor output accounts for only 6% to 7% of the world's total.
Remedying this gap and gap has become one of the important development directions of China's semiconductor industry. According to the 'Made in China 2025' plan, China will follow the road of 'integration of the industrial chain, upgrade of the technology chain, and improvement of the value chain'. At the stage, it will lay a solid foundation for the company's strength, technical level, and market capabilities, accumulate strength, and realize the sustainable and healthy development of China's semiconductor industry.
In fact, judging from the trajectory of the development of modern industries, late-developed countries catch up with advanced countries and also have a process of introduction, learning, and promotion. It is a feasible direction to introduce world-leading companies and achieve their own development in cooperation. 4. It is also the path that Xi'an is practicing.
'Integrated circuits are a highly international industry, opening up, cooperation, and win-win are the only way for the development and expansion of the industry. China's integrated circuit industry has always upheld the principle of 'open development' and deepened international cooperation in terms of capital, talent, technology, and markets. , to promote the innovation and development of all aspects of the industry chain, and strive to integrate into the global integrated circuit industry ecosystem ', the Ministry of Industry and Information Minister Miao Wei said at the opening ceremony of the Samsung project on the 28th.
In the eyes of people in the industry, international cooperation is very important at this stage. It is only in the mutual cooperation of the industry chain that it is the wise choice for China to develop the semiconductor industry. At the same time, the idea of 'walking on two legs' It is also an important direction of the domestic semiconductor industry at this stage.
In 2014, China established the National Integrated Circuit Industry Fund (also known as the 'large fund'), which raised 138.72 billion yuan in the first phase. It is expected that the total investment will exceed RMB 1 trillion. It will try to promote the development of China's semiconductor industry chain in various ways. , The recent increase in investment in several regions of the oversemiconductor industry also reflects this trend.
'By working with the strongest players in the semiconductor memory chip industry, excellent engineers will also grow into solid pillars for the development of China's semiconductor industry.' Samsung officials said that Xi'an will gradually form a semiconductor industry cluster with over 100 billion yuan. , and will further leap into a competitive electronic information industry base in the world. At the same time, this will also help China’s rapid growth in the semiconductor market. In addition, Samsung’s continued investment will also promote Xi’an-centered Shaanxi Province. Local economy, and has a positive effect on industrial development in northwest China. Economic Observer