1. MediaTek Wuhan Phase II project settled in Optics Valley;
Hubei Daily News (Reporter Li Yuan) May 3 from the East Lake High-tech Zone Management Committee learned that the world's fourth largest integrated circuit design company, MediaTek Wuhan Research and Development Center Phase II project formally settled in Optics Valley.
MediaTek is a global leader in integrated circuit design and is headquartered in Taiwan, China. Its mobile communications solutions have held the number three position in the world for many years. Currently, a considerable number of domestic smart phones use the core chips developed by the company. The project settled in Optics Valley in 2010. It mainly provides integrated circuit design solutions for tablet PCs, Blu-ray players, digital TVs, etc. The second phase of the project will invest 350 million yuan, adding new vehicle-mounted electronics, smart home integrated circuit design and other layouts.
The relevant person in charge of the management committee of Donghu High-tech Zone introduced that the second phase of the research and development center of Wuhan Science and Technology Wuhan Development Co., Ltd. is one of the important measures to strengthen the independent R&D strategic layout in China's integrated circuit field, which will help Optics Valley create a 'core screen network' trillion. Photoelectron Information Industry Cluster.
At present, the construction of Optical Valley's core-screen network's trillion-level optoelectronic information industry cluster has achieved initial success. The national storage base, with a total investment of US$30 billion, has been installed on April 11th and received the first order. The headquarters of Huawei Wuhan Research Institute has entered the office on April 1st. At present, it has 20,000 employees in Han employees and industrial chain supporting companies; Xinsi Technology Wuhan Industrial Park, as its only global source of land for self-built land The industrial park is stepping up its construction; Wuhan Xinxin, Ascension Technology, Gaode Infrared, Feisiling Microelectronics, Liyuan Information, Applied Materials, Pan-Lin Semiconductor, Xinxin Financial Leasing and other key companies gathered in Optics Valley. Covers all aspects of design, manufacturing, equipment, materials and distribution, modules, and financing leases in the industry chain.
2. The advantages of Shanghai's IC R&D and design links gradually emerged;
'The IC industry in Shanghai has experienced rapid growth in recent years. Especially in the R&D and design aspects of the IC industry, the advantages of Shanghai have gradually emerged. In accordance with the country's overall deployment, Shanghai has set up an IC development fund to attract Social funds are actively investing in independent chip R&D.
On May 3, deputy director of the Shanghai Municipal Development and Reform Commission Yan Qing made the above reply when answering a question from a journalist at the municipal government press conference.
Yan Qing also stated that the Shanghai Municipal Party Committee and the municipal government attach great importance to the integrated circuit industry in Shanghai. As the Shanghai Science and Innovation Center, the upgrading of Shanghai's scientific research service level, including chip design, chip package testing, etc., will be launched in the next three years. Service' brand actions will also have relevant service content and will make good progress.
On April 22, the General Office of the Shanghai Municipal Party Committee and the General Office of the Shanghai Municipal Government issued the Three-year Action Plan (2018-2020) for “Effectively Launching the 'Shanghai Service' Brand to Accelerate the Construction of a New Era for Shanghai’s Strategic Advantage (2018-2020)” (hereinafter referred to as “three years The Action Plan'') clarifies the roadmap, timetable and task book for launching the 'Shanghai Service' brand.
The Shanghai Municipal Government Information Office held a press conference of the municipal government News reporter Zhou Yanyan
On May 3rd, the Shanghai Municipal Government Information Office held a press conference of the municipal government and introduced the overall situation of launching the 'Shanghai Service' brand. Hu Qing made a special move to 'enhance the technological innovation service level' in the “Three-year Action Plan”. Interpretation.
He introduced that the goals of Shanghai to upgrade the level of technological innovation services are to: Accelerate the promotion of brand building by large scientific facilities, Innovate the output of functional platforms, Create characteristics in the areas of innovation of science and technology innovation, Create space for brands in public space, By 2020 , Forming the basic framework of the science and technology innovation center with global influence, the concentration, display and innovation concentration of the science and technology innovation center have been significantly improved.
Specific ideas and practices can be summarized as '3 batches':
The first “batch” is to build a group of world-class large scientific facilities to enhance the level of original innovation service. Accelerate the construction of hard X-ray free electron laser devices, basically build ultra-short ultra-short laser, soft X-ray, live cell imaging platform Equally large scientific facilities have made Zhangjiang the world’s largest, most complete and most comprehensive source of light scientific science facilities, promoting biomedical big data, and a number of major science and technology infrastructure such as the Square Kilometre Array Telescope Asia Science Center. Layout in Shanghai. Establish a large scientific facility management mechanism that is open, shared, and collaboratively oriented to the world, formulate and publish open plans for large scientific facilities, and attract and serve world-class leaders in science and technology.
The second “batch” is to build a number of high-level research institutions and functional platform innovation brands. Accelerate the establishment of the Zhangjiang National Laboratory, strive to build a world-class comprehensive national laboratory, and accelerate the construction of a number of high-level institutions such as the Li Zhengdao Institute. Level research institutions; Promoting the establishment of the Yangtze River Delta Inter-regional Collaborative Innovation Cooperation Organization, radiating regional innovative brand cultivation and innovation capabilities. Initiating the construction of Beidou Navigation, Low Carbon Technology, Robotics, Clinical Research, Industrial Internet, Intelligent New Energy Vehicles, etc. A group of R&D and transformation functional platforms.
The third “batch” is to build a number of scientific and technological innovation bearing areas and brand building space. Improve the promotion mechanism of Zhangjiang Science City District, and make every effort to build a world-class science city. Build Songjiang G60 Science and Technology Corridor, Yangpu’s “Double Creation” demonstration District, Minhang National Science and Technology Achievement Transfer and Transformation Demonstration Zone, Jiading Emerging Industrial Development Demonstration Zone, Caohejing National Intellectual Property Service Industry Cluster Development Demonstration Zone, Lingang Kechuang Main Body-carrying Zone and other special brands, accelerate the formation of service radiation in the Yangtze River Delta and National Innovation 'Field Effect'. Implementing a public space improvement plan, focusing on support for a number of brand-building spaces with international influence, and enhancing the comprehensive service capabilities of the public space.
Yan Qing stated that at present, the foundation of the Shanghai Science and Innovation Center has been fully consolidated, and the major layout and policy system have been initially established. Significant progress has been made:
First, breakthroughs have been made in the construction of the Zhangjiang Comprehensive National Science Center. As the largest scientific device for investment since the founding of the People's Republic of China, the hard X-ray free electron laser device has started construction on April 27. The Zhangjiang Laboratory has been established and is being completed. The national laboratory construction program strives to be approved as the 'first tier' of national laboratories. The construction of five scientific and technological infrastructures such as transforming medical facilities is progressing smoothly. Zhangjiang Science Park of Shanghai Jiaotong University, Fudan Zhangjiang International Innovation Center has achieved transformation and started construction. .
Second, the major special and functional platforms are accelerating, and the level of industrial innovation continues to increase. The first batch of three municipal science and technology majors were launched in the fields of hard X-ray, silicon photonics, international human phenotypic genomes, etc. Special projects, and promote the construction of the first six functional platforms for R&D and transformation in microelectronics, biopharmaceuticals, integrated circuits, smart manufacturing, brain-like chips, graphene, etc. Currently, there are nearly 70 state-level enterprise technology centers in the city. There are more than 550 city-level enterprise technology centers. In 2017, the manufacturing industry in Shanghai's new industries increased by 5.7% year-on-year, achieving the highest growth rate since 2012.
Thirdly, the innovation and entrepreneurship ecosystem gradually improved. On April 21st, the 2018 “Creating China” first station event sponsored by the National Development and Reform Commission and the China Association for Science and Technology was launched at the National Double Demonstration Base in Yangpu District of Shanghai. The same period also held the 'World'. Creative Innovation Days' activities, etc. At present, there are more than 520 public space in the city, 90% of which are private entities, and the degree of integration, professionalism is gradually increasing, and comprehensive supporting services are gradually improved.
3. Layout 'core' industry, Anhui press 'fast key';
According to editors, the Provincial Government Office issued the "Development Plan for the Semiconductor Industry of Anhui Province (2018-2021)". The development goal is to reach 2021 years, the scale of the semiconductor industry in the province will strive to reach 100 billion yuan, and 300 companies related to the industrial chain will reach 300. -
The chip is known as the 'grain' of modern industry and is the core of the information technology industry. The development of its industrial technology is directly related to the development level of the electronic industry. In recent years, the province has firmly seized the strategic opportunity for the development of the semiconductor industry and vigorously developed it. With the integration of leading industries, there is a huge market demand for driving chips, memory chips, home appliances chips and other specialty chips. The semiconductor industry has achieved a 'leap-forward development from nothing' to 'everything'. The province's semiconductor companies from 2013 Dozens of companies have increased to nearly 150 at present, and the growth rate ranks in the forefront of the country. Initially, a complete industrial chain from design, manufacturing to packaging testing, materials and equipment has been formed. The main products involved in storage, display drivers, automotive electronics, and video surveillance , Microprocessors and other fields. What is the development of silicon production?
The output value has increased by more than 10 times, initially forming a complete industrial chain
Wearing a dust-proof cap, wearing a dustless suit, wearing a mask, gloves, dusting through a dust pad, and dusting through the air shower room... Recently, the reporter visited the lithography machine of Hefei Core Electronics Co., Ltd. In the production workshop, after a series of strict dust-proof procedures, we entered the company's product R&D center and saw only one large-scale lithography machine in the eye. The technicians were nervously debugging.
'On a fingernail-sized chip, the densely populated millions of circuits need a lithography machine to complete. Therefore, in the chip manufacturing process, the cleanliness requirements are very high. Even fine dust may cause poor wiring.' Li Xiangbin, head of the engineering department, told the reporter that as the core equipment for manufacturing chips, the lithography machine had completely relied on imports before. The company's independently developed direct-write lithography machine realized 500-nanometer line-width write-through, supporting 65-nm line width. As a result, the manufactured chips can meet the applications of navigation, displays, mobile phones and other fields. 'The chip industry belongs to the high-tech industry and is also a high-barrier industry. Only by mastering the core technologies can it be controlled by people. After the photolithography machine has been domesticated, , broke the market monopoly of foreign products, and the price of imported products has also dropped significantly.
Anhui Dongke Semiconductor Co., Ltd. is a chip company that integrates design, R&D, and production in Maanshan City. Its power supply chips, touch control chips and other products are widely used in chargers, power adapters, LED drive power supplies, etc. Long Xie introduced that in the field of power chips, domestically produced technologies are very mature and can completely replace imports. The market is enjoying rapid growth. Last year, Anhui Dongke sold over 200 million power chips, with an output value of 130 million yuan. This year will be further. To increase production capacity, the output value is expected to exceed 200 million yuan.
Taking Hefei as an example, there were only 12 IC companies in 2013. As of December 2017, Hefei has reached 129 integrated circuit companies. 'The introduction of Tao Hong, executive vice president of the Hefei Semiconductor Industry Association, is the sixth largest crystal in the world. The circle foundry company Taiwan Powerchip Technology, the world's largest photomask manufacturer, USA Phtronics, the domestic packaging enterprise leader Tongfu Microelectronics, the leading player in the design industry, Taiwan Lianfa Technology, and other companies accelerated the gathering of polymer fertilizer, Qunlian Electronics, Duntai Technology, Silicon Force Jie, Beijing Zhaoyi Innovation, Junzheng Technology, etc. have also settled in the provincial capital. MediaTek has set up the world's second largest R&D center in Hefei, with a chip design capability of 7nm; China Electronics Science and Technology 38 independently researched and developed “Soulcore II” A' can complete one hundred billion floating point operations in one second. The single-core performance exceeds 4 times the performance of similar chips on the international market. The self-developed 12-inch chip-level single-crystal silicon wafers have filled the gap. Domestic gaps; The Junghein 12-inch line has been mass-produced. Currently, it has achieved a capacity of 5,000 wafers per month. It is expected to reach a monthly production capacity of 40,000 wafers by 2020 and is expected to become the world's largest panel-driven chip system. Hefei Changxin Storage Technology Co., Ltd. has a total investment of 8 billion U.S. dollars and plans to build a 125,000-month DRAM memory wafer manufacturing base, which will effectively fill the gap in the domestic market and reshape the world DRAM memory chip industry. The gap with the preemptive countries is where?
High-end chips also rely heavily on imports, and equipment self-sufficiency is still low
At the same time of rapid development, we should also see that there is a big gap between the chip industry in Anhui and even the whole country and the first-mover countries. The situation in which domestic semiconductors mainly rely on imports remains unchanged. Data show that in 2017 China’s integrated circuit imports amounted to USD 260.1 billion. , an increase of 14.6% over the same period last year.
'Especially in the field of high-end chips such as communications and CPUs, it also relies heavily on imports.' Tao Hong introduced that although it can be self-sufficient in the low-end and mid-range chips, it is in high-end chips such as memory, CPU, GPU, FPGA, and optical communication. EDA tools are almost empty in China. 'There are dozens of chips on a mobile phone. Although many chips have been made locally, the core embedded CPUs are completely imported.'
'In terms of manufacturing, domestic common chips can now reach 28 nanometers, while chip giants such as TSMC, Samsung, and Intel have already mass-produced 7-nanometer chips, which are different for several generations. The equipment is heavily dependent on imports, and the localization rate is still not enough. 2%. ' A series of data in Tao Hongkou reflects the gap between Chinese and foreign chip industries.
Industrial application is also a short board. Hefei Hongjing Microelectronics Technology Co., Ltd. is a company mainly engaged in video processing chip R & D and design companies, the company's chairman Liu Wei believes that in the field of flat panel display chips, domestic chips although the technology is maturing, awareness It is also continuously improving, but industrial applications are still insufficient. 'Foreign chip industry has a wide range of products and a wide range of products. The current industrial chain of domestic chips is still not perfect, 'only saw trees, but no forests', and there is no synergistic clustering effect, so market share The rate is not high, many downstream companies are more willing to purchase imported products.
In addition, the chip has a long development cycle, high investment, and high risk. It is also a 'stumbling block' that restricts the development of the industry. 'A chip from R & D to mass production, the cycle is generally 18 months to 2 years, invested at least tens of millions of yuan. Once the market does not recognize it, it means that the initial investment has gone awry. ' Liu Yuan, technical manager of Hefei Junzheng Technology Co., Ltd., told reporters that the rapid upgrading of electronic products, enterprises must maintain the momentum of sustained development, we must continue to increase investment in research and development. For many private enterprises, it is impossible to invest a lot of money in the research and development of high-end products.
At present, the direction of chip design products in our province is still not concentrated. Around the flat panel display, home appliances, automotive and other leading industries have few core chips and high-quality products, and high-end products such as memory, processor, sensors, and artificial intelligence chips are in short supply, and most of the products are occupied by the market. The rate is not high and the competitiveness is not strong. In addition, the upstream and downstream links of the industrial chain are not closely related. The degree of correlation between chip design and manufacturing is not high, and the manufacturing level is currently unable to meet the needs of the design companies for tapeout. Most of the design companies need to stream films overseas. The lack of integrated companies, and the linkage mechanism between complete machine application companies and chip design companies such as automobiles and home appliances have not yet formed, and the capacity for collaborative development is insufficient. How to strengthen the industry to avoid risks?
Enhance manufacturing capabilities, strengthen chip design, and promote application in key areas
With a line width of 10 nanometers, on a 1 square centimeter wafer (silicon chip for silicon semiconductor integrated circuit fabrication), 5.5 billion transistors can be densely populated. The chip industry can be said to be the highest level of microfabrication in the world today. Fine operation on the accuracy of a few parts per million of hair. 'Tao Hong believes that the advantage of the foreign chip industry is a long-term continuous investment in capital, personnel training and technological accumulation formed, we should rationally view the gap between the Chinese and foreign chip industry The development of China's chip industry cannot be achieved overnight. The chip products have a wide range of products. It is unrealistic to hope that relying solely on independent research and development to replace imports in the short term. It should not be carried out overnight, regardless of cost, without considering the actual blind development of funds and talents. The future should be market-oriented, proceed from the reality of talent, capital, and technology foundation in our province, focus on and strengthen the core technology R&D programmatically, and gradually strengthen the province's semiconductor industry.
Recently, the "Development Plan of Semiconductor Industry in Anhui Province (2018-2021)" issued by the General Office of the Provincial Government clearly stated that by 2021, the scale of the semiconductor industry in our province will strive to reach 100 billion yuan, and the number of related companies in the semiconductor industry chain will reach 300. The chip design, manufacturing, packaging and testing, and equipment and materials leading enterprises reached 2 to 3 respectively. It focused on building the semiconductor industry development arc with Hefei as the core and the cities of Yancheng, Zhangzhou, Wuhu, Tongling and Chizhou as the main components. 'Nuclear and arc' semiconductor industry spatial distribution pattern.
The Hefei chip industry started earlier and initially established the development path of “design-led, wafer-fabrication-based, combined with the needs of the local market to establish the entire industry chain.” In the chip industry, chip design is a light asset project. Smaller, more effective. Wafer manufacturing industry is strong in driving, can effectively promote the development of upstream and downstream industries, including design, packaging, equipment and materials companies; Combined with local industry characteristics, relying on strong market demand support, can effectively avoid Market risk, promote the healthy development of the semiconductor industry. 'Tao Hong believes that in the future, Hefei should further enhance its chip manufacturing capabilities, enlarge and strengthen chip design, introduce a number of design leading companies and several design, manufacturing, and package integration companies; Industrial characteristics, give full play to the market demand advantages of panel, auto, home appliance and other characteristic industries, promote the steady development of the semiconductor industry in an all-round way, and build China's IC center. Anhui Daily
4. Tang Liangzhi, Mayor of Chongqing: Promoting the IC industry to become bigger and stronger;
(Reporter Chen Guodong) On May 3, Deputy Secretary of the Municipal Party Committee and Mayor Tang Liangzhi re-examined the integrated circuit industry of our city and emphasized that we must resolutely implement the spirit of the important instructions given by General Secretary Jin Ping. In accordance with the requirements of Secretary Chen Miner, enhance the sense of responsibility. With a sense of mission, we are determined to maintain perseverance, focus on accuracy, and accelerate the promotion of the city's integrated circuit industry to become bigger and stronger.
Wuqi Technology is committed to the development of IoT chip design and solution. It is understood that the company has a world-class technical talent team and semiconductor chip R&D capabilities. Tang Liangzhi expressed his appreciation and hopes that the company will exert its talent advantage, strengthen independent innovation, and continue to grow and develop. The 12-inch power semiconductor chip manufacturing and packaging test and production base is under construction. Tang Liangzhi understands the project construction and chip applications, and hopes that the project will be put into production as soon as possible to achieve a local breakthrough in the 12-inch chip production line. In Rui Dike Microelectronics, Tang Liangzhi and the person in charge of the company In-depth exchanges with R&D personnel encourage enterprises to overcome difficulties and accelerate the mastery of more key technologies with independent intellectual property rights.
At the forum on the development of the integrated circuit industry in the city, Tang Liangzhi pointed out that the first item of the “eight action plans” in the city is the innovation-driven development strategy action plan led by big data intelligence. The integrated circuit industry is not only the basis for big data intelligence. Industry, which is also a weak link in the city's industrial development, needs to further raise awareness, make up its mind, and devote great efforts to accelerating the development of the integrated circuit industry. It is necessary to create a force in the industrial ecology and design, manufacture, seal and measure, materials and equipment. In the upstream and downstream industry chain, the external market takes the initiative to link up with the market, and continues to make large-scale efforts to enhance competitiveness. It is necessary to strengthen the support of talents, focus on improving the industrial system and implementing the special talent policy, and strengthen the training and introduction of talent teams to make use of the location of institutions of higher learning. The leading role of innovation-driven innovation encourages teachers and students and researchers to boldly innovate and create high-level talents for the integrated circuit industry. It is imperative to strengthen the support of policies, develop series of supportive measures, and help enterprises to raise funds through multi-level capital markets and build public Technical service platform to help the industry accelerate its development. It is necessary to strengthen its investment in strengthening investment promotion. Emphasis on business investment, business invitation, supplement of weak links in the industry chain, introduction of a number of leading enterprises, increase of industrial agglomeration effect, opening of service companies' through trains, creation of a good business environment, and acceleration of innovation in IC industry in our city development of.
The city leader Li Dianxun, some enterprises in our city, colleges and universities and related districts and counties, city-level department heads, etc. participated in the research or discussion. Chongqing Daily
5. Xiamen Supports IC Industry, Industry Leaders Continue to Benefit
The Xiamen City's Implementation Rules for Accelerating the Development of the Integrated Circuit Industry was recently introduced, covering Xiamen's investment in and financing policies for integrated circuits, support areas, talent grants, and scientific research support. Xiamen will be established with a scale of no less than 50 billion yuan. Yuan’s Xiamen Integrated Circuit Industrial Investment Fund, which guides social capital, industrial capital, and financial capital through the parent fund. The “Rules” set different subsidy standards for high-end industrial talents, core executives, and shortages of graduates. .
ICs are the core industries for the development of national information technology and are the lifeblood of the country’s economy and security. Since April, stimulated by the US sanctions against China’s ZTE, China’s wave of IC industry investment boom has begun. Hunan, Yunnan and other provinces and cities, Ali Baba, Evergrande and other companies have entered the semiconductor industry one after another. This Xiamen investment of 50 billion yuan in the integrated circuit industry has played a catalytic role in the development of the industry.
China attaches great importance to the development of the integrated circuit industry and incorporates it into a strategic, basic and leading industry that supports economic and social development and safeguards national security. In 2014, the State Council issued the “Outline for Promoting the Development of the National Integrated Circuit Industry” to propose an integrated circuit. The growth rate of sales and the level of manufacturing processes have set development goals and supported relevant support measures. A series of industry support policies that are now seen are all under the guidance of this outline to support specific measures.
Overall, China's integrated circuit industry is still in its early stages of development. According to ICinsights' data, the self-sufficiency rate of ICs in China was only 10.4% in 2016. According to China's integrated circuit output CAGR 28.5%, China's self-sufficiency rate could reach 15 in 2020. %, still at a relatively low level. From the perspective of import and export data, China’s IC import amount has been much higher than the export amount for a long period of time, and the difference has continued to widen. In 2017, China’s IC import amount was US$260 billion, and its export value was nearly US$669. The net import value reached 193.2 billion U.S. dollars, a year-on-year increase of 16.4%. From the perspective of import substitution, the willingness and demand for IC autonomy are extremely urgent.
Under the impetus of policies and import substitution, leading companies will continue to benefit, A-share listed companies related to Changchuan Technology (300604.SZ), Ziguang Guoxin (002049.SZ), Jiangfeng Electronics (300666.SZ) and Branch Shuguang (603019.SH) is worth watching. First Financial