200 Billion Targets and Six Investment Directions
As a national strategic, basic, and leading industry, the integrated circuit industry is highly valued by local governments. Fu Xinhua, deputy director of the Shanghai Municipal Commission of Economy and Information, said in his speech that in the next few years, Shanghai will insist on 'all-round development and emphasis. The combination of breakthroughs, independent innovation and open cooperation, government promotion and market-driven integration, pay more attention to the industrial chain layout, pay more attention to pilot technology research and development, pay more attention to large-scale development, and strive to exceed 200 billion yuan in industrial scale by 2020. The indicators have reached world-class.
According to statistics, in the field of integrated circuits, Shanghai has become the region with the most concentrated industries, the most complete industrial chain, and the highest comprehensive technical level. According to statistics, the sales volume of the integrated circuit industry in Shanghai in 2017 was close to 120 billion yuan, a year-on-year increase. 12%.
Capital is a booster for industrial development. Focusing on the development goals of the IC industry in Shanghai, Shen Weiguo, chairman of the Shanghai Integrated Circuit Industry Investment Fund, said in his speech that in the future, the Shanghai Integrated Circuit Industrial Investment Fund will exert the power of capital and effectively target domestic The status quo of external high-end chips will accelerate the localization of high-end chips in Shanghai. In the specific investment direction, the fund will accelerate the promotion of high-end automotive chips, smart mobile chips, IoT chips, AI memory chips, security chips, and smart memory chips. Chip R&D and production.
Shen Weiguo believes that in the future, integrated circuits will be technology-oriented, with more and more advanced manufacturing processes and higher integration; at the same time, they will increasingly focus on the application of emerging industries, such as supporting 5G, automotive electronics, and Networking and other development, leading and driving the rapid development of related industries.
According to the reporter's review, the Shanghai Integrated Circuit Industrial Investment Fund totaled 50 billion yuan, divided into 10 billion yuan in equipment and materials funds, 10 billion yuan in design funds, and 30 billion yuan in manufacturing funds. Shen Weiguo, Shanghai IC Industry Investment Fund has completed its contract The amount of investment exceeds 20 billion yuan.
Industry chain leader focuses on high-end chips
As the most complete integrated circuit industry chain, Shanghai has more than 500 industrial chain companies, including SMIC, Huahong Hongli, Ziguang Zengru, Shanghai Zhaoxin, and Huada Semiconductor.
Shanghai Siucore is an excellent domestic CPU processor chip company. At this forum, Luo Yong, vice president of Shanghai Siucore, introduced that Siucore is the only domestic CPU company that has mastered CPU, GPU and Chipset technology at the same time. The CPU of the computer fully meets the standards for commercial mass production. The data shows that Shanghai SMIC has released the ZX-C series processor, KX-5000 series processor, and the computer equipped with SMIC core domestic general-purpose CPU. Has been a short list of government procurement projects in various provinces and cities.
In addition to the dedicated market, based on the X86 full compatibility and other advantages, Shanghai SMIC will continue to expand into the individual user market in the future. The data shows that the government's military system market only accounts for 5% of the total PC and notebook machine market, but the amount is only 200%. Millions of units are only purchased for hundreds of thousands of units each year; CPU companies can only conquer 95% of the individual user market if they want to grow. Luo Yong introduced that Shanghai SMIC's chip solutions have four major advantages: X86 compatibility, Self-safety and controllable, stable and reliable products, industrialization ability is the strongest in the country.
As a veteran integrated circuit company, Huada Semiconductor has been deeply involved in industrial control and automotive electronics. Dong Haoran, general manager of Huada Semiconductor, said that based on good development opportunities and broad market prospects, Huada Semiconductor will develop industrial control based on motor control applications. The core chip, the goal is to achieve the import substitution of core chips, and support the national strategy for smart manufacturing. Huada Semiconductor has listed its existing platform in Shanghai Belling.
According to statistics, the capacity of the global industrial control semiconductor market continues to grow and is expected to exceed US$40 billion by 2018. With the implementation of the “Made in China 2025” strategy, the pace of industrial transformation and upgrading in China will accelerate, which will drive the IC market in industrial control increase.
Dong Haoran introduced that in the field of industrial control chips, the goal of Huada Semiconductor is to create a complete industrial chain for industrial control and new energy vehicles, form an overall solution, and build an industrial control flagship in China. Specifically, Battersea Semiconductor will focus on In the field of white goods, industrial control, new energy vehicles and other areas of the controller, analog circuits, driver chips, power devices and other fields.
In addition, Ziguang Zengru CEO Zeng Xuezhong introduced the 5G research and development status of Xiguang Zonui and the next development goal. Ziguang Zhanrui expects to commercialize 5G chips in 2019 and will launch 8-core 5G chip mobile phones by the end of 2019. Zeng Xuezhong emphasized that Ziguang Exhibition Looking forward to more policy support, industrial chain cooperation and win-win, local terminal manufacturers' collaborative progress.