In the recent years, with the continuous growth of applications in the fields of Internet of Things, artificial intelligence, automotive electronics and the arrival of 5G, the development of the integrated circuit industry is welcoming new opportunities; plus the integrated circuit is once again written into the government work report. It ranks first in the development of the real economy, as well as the injection of the national big fund and the continuous investment of the provinces and cities in the country. The entire integrated circuit industry is flourishing, and as the forefront of the industrial chain, Shenzhen is also increasing its industrial layout. And planning. On July 4, 2018, the China Semiconductor Industry Association IC Design Branch, National Integrated Circuit Design Shenzhen Industrialization Base hosted the '2018 China (Shenzhen) Integrated Circuit Innovation Application Summit Forum' held in Shenzhen. National Integrated Circuit Zhao Qiuqi, deputy director of the Shenzhen Industrialization Base, made a report on the 'Shenzhen IC Industry Development' to the guests. Shenzhen IC design industry ranks first in the country
According to Zhao Qiuqi, the overall size of IC industry in Shenzhen reached 66.84 billion yuan in 2017, a year-on-year increase of 17.4%. Among them, the IC design industry accounted for a maximum of 88.27% in 2017, with a scale of 59.02 billion yuan; IC packaging and testing industry accounted for 9.31 %, the scale reached 6.224 billion yuan; IC manufacturing accounted for 2.41%, the scale reached 1.614 billion yuan.
It is worth mentioning that the scale of IC design industry in Shenzhen has maintained a continuous growth trend, ranking first in the country for many years. In 2017, the overall scale of the domestic IC design industry reached 207.35 billion yuan, while the IC design industry in Shenzhen Sales reached 59.02 billion yuan, accounting for 28.46%, an increase of 19.55%. In addition, the number of IC design companies and institutions in Shenzhen reached 168 in 2017, an increase of 9.8%.
From the design level, Shenzhen IC design level is in the forefront of the country, design capability is in line with international standards, 37% of which have 40nm-65nm design capability. While maintaining high design level, the importance of intellectual property can not be ignored. Zhao Qiuqi said that in 2017, Shenzhen design companies paid more and more attention to intellectual property rights, and the number of patents continued to grow. Among them, the number of patent applications for invention reached 1,808, and the number of patents granted was 953.
Shenzhen IC design companies top 20 sales
At the meeting, Zhao Qiuqi also published the list of 'Top 20 Sales of Shenzhen IC Design Enterprises in 2017'. Among them, the number one is still Hisilicon, and the sales in 2017 reached 36.26 billion yuan; ZTE Microelectronics Followed by, with the sales of 6.61 billion yuan ranked second; the remaining top ten enterprises are Huiding Technology, Duntai Technology, Jiang Bolong Electronics, BYD Microelectronics, Jintaike Semiconductor, Guowei Technology, National Technology, China Microelectronics.
The enterprises ranked 11 to 20 are, in turn, Yuanwang Valley Information Technology, Mingwei Electronics, Fuman Electronics, Ruis Kangwei, Xinzhihui, Oak Blue Technology, Wending Innovation Data Technology, and MC Semiconductor. Steady microelectronics, Huimang Microelectronics.
Shenzhen IC packaging and testing needs to be strengthened
Compared with IC design and IC packaging and testing, Shenzhen's IC manufacturing industry is much weaker. In 2017, there were three IC manufacturing companies in Shenzhen, namely, Shenzhen Semiconductor, Founder Microelectronics and SMIC (Shenzhen), and these three 2017 The total annual sales reached 1.614 billion yuan, a year-on-year decrease of 1.59%. Zhao Qiuqi said that the current IC manufacturing industry in Shenzhen is relatively weak, and the service of the design enterprises in this city needs to be improved.
Shenzhen government strongly supports the development of IC industry
All along, the Shenzhen Municipal Government has been vigorously supporting the development of the integrated circuit industry. According to Zhao Qiuqi, Shenzhen's major initiatives in integrated circuits in 2017, including the ARM China headquarters in Shenzhen; the third generation of the Semiconductor Innovation Institute in May 2018 officially Registration; National 'Nuclear High Base' EDA major special project settled in Shenzhen, relying on Guowei Technology to open up the main battlefield of Shenzhen independent EDA software research and development; Relevant departments of the municipal government drafted Shenzhen integrated circuit industry development implementation plan and related policy measures; June 2018 South The University of Science and Technology-Hong Kong University of Science and Technology has officially unveiled the Shenzhen Institute of Microelectronics; Southern University of Science and Technology and Tsinghua University are actively preparing for the future of high-end device manufacturing innovation center for 5G applications.
In addition, the Shenzhen government has also provided public technology platform services for the development of the integrated circuit industry. In 2017, there were 19 EDA platform service companies, 29 supporting projects; 28 MPW platform service enterprises, 40 supporting projects; IP/SOC platform services There are 11 enterprises and 15 supporting projects; 44 testing and verification center service enterprises and 56 supporting projects; and the training center has held 19 games, with a total of 1838 people.
Zhao Qiuqi believes that compared with the rapid development of integrated circuits in other cities across the country, Shenzhen is a big spur. However, Shenzhen industrial design features close to applications, IC design is market-oriented, product diversification, artificial intelligence, 5G applications, etc. Chip design new hotspots. In many applications, there are chip company layouts, like some unicorn companies have begun to get involved in chip research and development, such as Obi Zhongguang, Yunfei Litian, Dajiang Innovation.
Shenzhen IC industry is facing internal and external pincers
In terms of external factors, other cities attach great importance to the IC industry, preferential policies, industrial funds and IC industrial parks, and so on. The city's entire industrial chain layout, large development space, low cost of living, has a strong appeal to IC design companies. The IC design enterprise that has grown up in Shenzhen has become the target of foreign investment.
Finally, Zhao Qiuqi concluded that Shenzhen is the application center of domestic IC products, distribution center, design center, and has the potential to develop into an innovation center in the future. At present, Shenzhen IC industry takes the design industry as the leader and plays an important role in the national IC industry layout. However, it is also facing internal factors. The external advantages of Shenzhen IC design industry are weakened, and the leading position in China faces serious challenges. The ZTE crisis once again proves that 'Developing China's IC industry is a politics, no matter how much strength it supports. The IC industry is not too good. (Proofreading / Fan Rong)
2. Nanjing United Innovation Center officially unveiled, Qualcomm: Chongqing / Qingdao is actively promoting
Today, the “Nanjing Software Valley-Qualcomm China Joint Innovation Center” jointly established by China (Nanjing) Software Valley, Qualcomm (China) Holdings Co., Ltd. (Qualcomm), and Nanjing Ruicheng Huazhi Technology Co., Ltd. (Nibiru) (hereinafter referred to as 'Joint Innovation Center') officially unveiled and put into use.
Xie Zuguo, Director of Software Valley Management Committee of China (Nanjing), Meng Pu, Chairman of Qualcomm China, Lai Junhao, CEO of Ruicheng Huazhi, and representatives of relevant partners attended the opening ceremony.
This is the first joint innovation center established by Qualcomm and the local government of China. It consists of an innovation laboratory and a demonstration center. Its innovative laboratory is equipped with advanced testing instruments and is open to the public. It can provide technical evaluation, research and development guidance for the dual-innovation enterprises. Test Support. Meng Pu, Chairman of Qualcomm China, said that the Joint Innovation Center is an important step in Qualcomm's development philosophy of 'rooting China, sharing wisdom, and cooperating innovation'. The daily operation of the Joint Innovation Center is managed by Ruicheng Huazhi. The Innovation Center will provide a strong impetus to technological innovation breakthroughs and rapid industrial development in the fields of intelligent manufacturing, future networks, virtual reality, and artificial intelligence.
According to reports, Qualcomm will also open a joint innovation center in Chongqing and Qingdao.
After the unveiling ceremony, the leaders and guests visited the Joint Innovation Center. In the afternoon, the United Innovation Center also co-organized the first AR/VR application developer salon with Ruicheng Huazhi.
XR and AI are the key technologies supported by this joint innovation. Ruicheng Huazhi is a leading AR/VR system and scenario service provider, providing system-level solutions for ODM and hardware brand customers, while providing software and hardware for scenario enterprises. Technology tooling products. For AR/VR applications, Qualcomm has introduced a new XR concept (expanding reality) and released the first extended reality (XR) dedicated platform at the AWE in May this year. Long XR1 platform. Prior to the launch of XR1, Qualcomm has launched more than 20 XR devices with partners, including all-in-one and XR-compatible smartphones. One of Qualcomm's strategies to support the development of XR technology is to cooperate with partners to build an industrial ecology.
On July 3, Nanjing Mayor Lan Shaomin, Vice Mayor Jiang Yuejian, Secretary General Weng Guofan and other city leaders met with Meng Pu, chairman of Qualcomm China, in the Nanjing Municipal Government. Mayor Lan Shaomin represented the Nanjing Municipal Government on the ' Congratulations on the use of Nanjing Software Valley-Qualcomm China United Innovation Center, and hope that Qualcomm can further deepen and expand cooperation with Nanjing industry and make greater contributions to the development of Nanjing's high-tech industry. Nanjing will also As always, we actively support the development of Qualcomm and its partners in Nanjing.
Meng Pu, Chairman of Qualcomm China, said: 'We are very optimistic about the development prospects of Nanjing's high-tech industry. We are willing to continue to strengthen cooperation with Nanjing Municipal Government and industry partners based on the Joint Innovation Center to jointly assist Nanjing Intelligent Internet of Things and other related industries. The development of the eco-sphere and the dual-creation business has contributed to accelerating the innovation and development of Nanjing and domestic partners in the field of intelligent terminals and Internet of Things.
Rui Chenghua, CEO of Ruicheng Huazhi, said: 'First of all, thanks to the government leaders, Software Valley, Qualcomm and the partners for their support of the Joint Innovation Center. The establishment of the Joint Innovation Center is Nibiru's operating system in the XR/AI field. The core technology of class tool product system, industry scene solution and Qualcomm's perfect combination of many inventions in mobile basic technology is an effective collaboration platform that greatly enhances the support of ODM vendors and the core technology advantages of all parties. It also conforms to XR. /AI's industrial development trend, it is bound to bring new growth points to the development of XR / AI industry. '
The United Innovation Center is located on the first floor of Huabo Smart Park, Software Valley, China (Nanjing), covering an area of over 600 square meters. China (Nanjing) Software Valley is the first national demonstration base for new industrialization (software and information services) in Jiangsu Province. At present, Software Valley has gathered more than 2,200 software companies, including 12 of the world's top 500 companies and the world's top 100 software companies, 26 of China's top 100 software companies and China's top 100 electronic information companies, and more than 230,000 people involved in soft labor. (Proofreading / Still)
3. Correction! Weir Shares acquired 1.9543% stake in Beijing Haowei
Set micro-network news (text / Lee), July 4, Vail shares announced that the company disclosed on July 3, 2018 on the website of the Shanghai Stock Exchange "on the cash acquisition of wholly-owned subsidiary Beijing Haowei Technology Announcement of Partial Equity of the Company, the relevant information is corrected as follows:
The original announcement stated that the company's wholly-owned subsidiary, Hong Kong Vail, intends to acquire the seagull warfare A1 in cash, the seagull warfare C1, and the seagull warfare C1 international three companies holding a total of 1.9826% stake in Beijing Haowei.
It is now corrected for the company's wholly-owned subsidiary Hong Kong Vail to acquire the seagull warfare A1 in cash, the seagull warfare C1, the seagull warfare C1 international three companies holding a total of 1.9543% stake in Beijing Haowei.
4. Entering the chip industry Baidu launched AI chip 'Kunlun'
'Communication Industry Network News' (Reporter Half Miao) On July 4th, Li Yanhong officially released Baidu's first cloud-based full-featured AI chip 'Kunlun' at the Baidu AI Developer Conference, which included training chip Kunlun 818. -300 and reasoning chip Kunlun 818-100.
It is reported that 'Kunlun' is by far the most powerful AI chip in the industry (providing 260Tops performance under 100+ watts of power consumption), which can efficiently meet the needs of training and inference, in addition to cloud requirements such as common deep learning algorithms. Adapt to the computational requirements of specific terminal scenarios such as natural language processing, large-scale speech recognition, autopilot, and large-scale recommendation.
The 'Kunlun' chip has high performance, high cost performance and easy to use. It is optimized for voice, NLP, image, etc. It supports multiple deep learning frameworks such as paddle. It has high programming flexibility and can flexibly support training and prediction. The important thing is that under the same performance, its cost is reduced by 10 times.
In addition, Kunlun's 'cloud full-featured' value is reflected in the cloud-wide full-scenario coverage of data center, public cloud and unmanned vehicle test and development scenarios, as well as for common open source deep learning algorithms, large-scale General recognition of specific scenes such as speech recognition, search sorting, natural language processing, automatic driving, large-scale recommendation.
Li Yanhong said that in the past 40 years of China's reform and opening up, in the course of our development, for high-end chips, we have always relied on imports. This is the pain of our generation of IT people. When entering the era of artificial intelligence, the situation will change. Baidu's self-developed high-end chips will meet the needs of developers all over the world. 'Kunlun' is a chip that China has spawned in large-scale AI computing practice. Based on Baidu's 8-year CPU, GPU and FPGA AI accelerators. R&D, born over 20 iterations, is another milestone for China's AI chips.
Based on Baidu AI's perfect technology layout and prosperous ecology, Baidu 'Kunlun' AI chip is easier to form a 'combination box' with AI deep learning framework and AI application. It is worth noting that Baidu AI chip strategy will be open and ecological cooperation. In order to advance in an orderly manner, Baidu will continue to create China's 'core' power in the AI era for smart cars, smart devices, voice images and more.
5. In the first 4 months of the Shanghai Customs customs area, the import volume of integrated circuits increased.
According to statistics from Shanghai Customs, in the first four months of this year, Shanghai Customs Customs District imported 40.1 billion integrated circuits, an increase of 5% over the same period last year (the same below); value of 132.49 billion yuan, an increase of 22.2%; average import price for each 3.3 Yuan, up 16.4%.
First, the main features of IC import in Shanghai Customs District in the first four months of this year
(I) Imports increased by a year-on-year in April, and imports reached a record high. In April this year, the import of integrated circuits in the customs area was 12 billion, an increase of 31.6% from the previous month, and a decrease from the previous month's decrease of 11.5% to an increase of 25.1%. Monthly import volume hit a record high; the average import price was 3 yuan per share, down 17.3% from the previous month and up 3.3% year-on-year.
(2) Imports of processing trade dominated, and the import of logistics goods in the special trade and customs special supervision areas increased rapidly. In the first 4 months of this year, Shanghai Customs and Excise Department imported 28.63 billion integrated circuits by processing trade, a decrease of 3.4%. It accounted for 71.4% of the total imports of integrated circuits in the same period. In the same period, 7.9 billion were imported by general trade, an increase of 34%, which was 29 percentage points higher than the overall growth rate of IC imports in the same period. In addition, special customs supervision areas The import of logistics goods was 3.46 billion, an increase of 34.9%.
(3) Imports of foreign-invested enterprises accounted for nearly 80%, and imports of state-owned enterprises decreased. In the first four months of this year, foreign-invested enterprises imported 31.77 billion integrated circuits through the Shanghai Customs and Excise Department, an increase of 7.7%, accounting for the total import of integrated circuits in the same period. The amount of 79.2%. In the same period, private enterprises imported 7.88 billion, a decrease of 3.4%, accounting for 19.7%; state-owned enterprises imported 450 million, a decrease of 17.1%.
(4) Taiwan Province is the largest source of imports, and imports from the United States have decreased significantly. In the first four months of this year, Shanghai Customs and Excise Department imported 13.31 billion integrated circuits from Taiwan Province, an increase of 34.7%, accounting for the total import volume of ICs in the same period. 33.2%. In the same period, imports from the United States were 5.92 billion, a decrease of 26.9%; imports from ASEAN were 5.44 billion, a decrease of 4.9%. In addition, imports from the EU reached 3.71 billion, an increase of 2.7%; imports from Japan and South Korea were 3.92 billion respectively. And 4.24 billion, an increase of 1.3% and 17.3% respectively.
(5) Processors and controllers are the largest types of imported goods, and the import prices of memory and amplifiers have increased significantly. In the first 4 months of this year, Shanghai Customs and Excise Department imported 15.32 billion processors and controllers, an increase of 14.1%, accounting for the same period. The total import price of integrated circuits was 38.2%; the average import price was 2.6 yuan, down 14.3%. In the same period, the import memory was 4.09 billion, an increase of 23.8%; the average import price was 18.3 yuan, up 16.7%. In addition, imports The amplifier is 940 million, a decrease of 8.5%; the average import price is 2.4 yuan each, up 34.8%.
It is worth noting that the United States sanctioned ZTE to investigate Huawei, China's semiconductor industry is facing challenges. On April 16, the US Department of Commerce issued an activation refusal order prohibiting ZTE from purchasing, selling or engaging in any restrictions related to US export control regulations within seven years. Items, software or technology transactions, including chips. In addition, according to media reports, the US Department of Justice, the Ministry of Commerce and the Ministry of Finance are investigating whether Huawei Technologies violated US sanctions against Iran. Once the US determines that Huawei is illegal, it is highly likely Like 'Zhongxing', it is subject to heavy penalties. According to statistics, nearly 90% of China's chips are imported or produced in foreign companies, and domestic chips only account for about 8% of local demand. The current global semiconductor market size reaches 438.5 billion US dollars. The top ten semiconductor manufacturers (Samsung, Intel, SK Hynix, Micron, Broadcom, Qualcomm, Texas Instruments, Toshiba, NVIDIA and NXP) accounted for 58.5% of the market, but there are no Chinese manufacturers. Shanghai custom
6. Investment 189.926 billion! Wuhan Customs assists key projects such as integrated circuits
On July 4th, Wuhan Customs revealed that in the first half of 2018, Wuhan Customs handled a total of 9 encouraged projects in Hubei Province, with a total investment of 189.926 billion yuan, involving integrated circuits, new flat panel displays, fruit and vegetable beverage development. , lightweight materials application, green environmentally friendly cellulose fiber production, textile production, air-conditioning compressor manufacturing, agriculture, forestry, animal husbandry and fishery products processing and other industrial fields. Among them, Yangtze River Storage Technology Co., Ltd.'s construction capacity is 100,000 pieces / month 12 Inch advanced memory product production line 'Project investment totaled 153.6 billion yuan. 'Limited encouragement projects are confirmed by the direct customs, which saves us a lot of costs. Previously we need to go to the Beijing National Development and Reform Commission, now you can directly handle in Wuhan, The time is faster. In the past, there were more levels of review, and now it was confirmed in 2 days. It was really convenient! It won valuable time for the overall promotion of our project. 'Qiao Hongmei, senior manager of the company's logistics department, said. Hubei enterprises that enjoy tax incentives 'have convenience and gain strength', Wuhan Customs intervened in advance of key projects in Hubei Province Create a one-stop 'tailored tailoring' service for 'special person, special post, special line'. Through the confirmation of the project, understand the equipment to be applied for tax exemption in advance, and help guide the enterprise to use the full tax import preferential policy. Wuhan Customs Tariff Department The person in charge said that Wuhan Customs will continue to increase assistance to key projects, improve the transparency of tax reduction and exemption, speed up the processing, and provide 'acceleration', and strive to make Hubei enterprises more convenient and promote the high-quality development of Hubei economy. It is understood that in order to implement the State Council's implementation of decentralization and decentralization, since January 1, 2018, the total amount of investment of 50 million yuan and above will be recognized in the application of industrial policies for the encouraged projects, which are required by the customs directly under the project site. Class projects no longer need to go to the National Development and Reform Commission to encourage the project confirmation, and the customs directly under the project will confirm the application of the encouraged items to confirm the import and export tax reduction and exemption procedures. Since January 1, 2018, Wuhan Customs handled Hubei Province. Limitation of the application of industrial policies for encouraged projects. Hubei Provincial People's Government