ZTE has resumed work for one week after the lifting of the ban. According to people familiar with the matter, ZTE’s 5G field testing of the three major operators in China has all started, and the work of foreign 5G field testing has been fully restored. It is reported that ZTE currently has three domestic The orders of large operators have accumulated more than 500 million yuan.
According to the latest statistics from the Ministry of Industry and Information Technology, from January to May this year, fixed assets investment in the electronic information manufacturing industry increased by 14.6% year-on-year, 0.4 percentage points faster than that in January-April. Among them, the semiconductor discrete device manufacturing industry has a high degree of prosperity and investment growth is outstanding. , a year-on-year increase of 33.1%; communication system equipment manufacturing, integrated circuit manufacturing in the automotive electronics, artificial intelligence, 5G and other emerging applications, the investment momentum is good, up 30.5% and 28.1%.
This year's investment growth is generally lower than last year.
Since the second half of 2016, the fixed asset investment of the electronic information manufacturing industry has maintained a steady growth. In 2017, it has experienced rapid growth, from 15.7% in January-February to 29% in January-May. In the first half of 2017, the investment in the electronic device industry increased by 40.5% year-on-year, among which semiconductor discrete device manufacturing and electronic vacuum device manufacturing increased by 197.1% and 106.3% respectively.
Throughout 2017, the fixed asset investment of the electronic information manufacturing industry has maintained a high growth rate, with an increase of more than 23%. In 2018, the growth rate has been declining, from the 21% increase in January-February. By the time of January to April, 14.2%, from January to May, there was a 0.4 percentage point increase from the previous month, but there is still a big gap compared with the same period last year.
Zuo Pengfei, assistant researcher of the Information and Network Economy Office of the Institute of Quantitative and Technical Economics of the Chinese Academy of Social Sciences, said in an interview with the Daily Economic News that after the 'Zhongxing incident', the government and many Internet and manufacturing giants In the field of layout chips, the pulling action for these industries is more obvious.
Zuo Pengfei told reporters that many projects in China were approved in the first half of 2017. The amount of investment projects to be proposed is huge, ranging from 100 billion to one trillion yuan. Local governments must maintain steady growth of GDP, so railways, highways, 2. The airport, rail transit-based 'iron public aircraft' project was launched in large numbers.
Zuo Pengfei said that on the one hand, in 2017, many provinces in China began a new round of information infrastructure construction, such as Guizhou Big Data Project and Broadband Anhui, which directly promoted the development of electronic information manufacturing; on the other hand, electronic information products were almost used. On all approved projects, large-scale projects will also promote the development of electronic information manufacturing. Therefore, in the first half of 2017, the fixed asset investment of electronic information manufacturing industry has increased significantly compared with 2016.
Then, after entering 2018, why will the growth rate of investment in the electronic information industry decline? 'This is related to the development stage of China's electronic information manufacturing industry.' Zuo Pengfei said that at this stage China's economy is gradually moving toward high-quality development, traditional electronics. The investment in information manufacturing industry is declining. The new generation of information technology industry is in its infancy. The decline of investment growth rate is a normal process, and it is also a process in which China's electronic information manufacturing industry is moving towards the upstream of the industrial chain.
Emerging applications drive investment in different industries
In the statistics of the first five months, investment in semiconductor discrete device manufacturing, communication system equipment manufacturing, and integrated circuit manufacturing increased significantly, up 33.1%, 30.5% and 28.1% respectively. The official website of the Ministry of Industry and Information Technology showed that this is related to automotive electronics. , artificial intelligence, 5G and other emerging applications are closely related.
It is understood that semiconductor discrete devices and integrated circuits are important electronic components, widely used in consumer electronics, communications, intelligent instruments, automotive electronics, industrial automation and other products, is the basis of the electronic information industry. In the past Internet At the conference, dozens of well-known domestic and foreign companies including the three major operators, BAT, China Aerospace Science and Industry Group, etc., brought their latest technology and 'black technology' to the exhibition hall, 5G, artificial intelligence, Internet of Things. Etc. Become an absolute hot word, and these will bring new growth momentum to the electronic components industry.
In Zuo Pengfei's view, China's production of electronic products such as mobile phones, microcomputers, and network communication equipment has continued to rank first in the world in recent years, and China has won international voice in the manufacture of electronic information products. However, due to insufficient development of China's industrial system. The lack of advantages in the core information technology field, especially in the core components, has caused China's 'high-end weakness, low-end imprisonment' in the global division of labor. After the 'Zhongxing incident', the government further increased investment in the chip field. At the same time, there are also many companies such as Alibaba, Tencent, Gree and so on into the chip field, therefore, the investment in semiconductor discrete device manufacturing has maintained a relatively fast growth rate.
The rapid development of communication system equipment, integrated circuits and other manufacturing industries mainly benefited from two aspects. First, the 19th report put forward 'promoting the Internet, big data, artificial intelligence and deep integration of the real economy', which is essentially to strengthen the new generation. The driving role of information technology in China's economy, therefore, the investment in the relevant information technology field will certainly continue to increase.
'In addition, from the experience of 4G development to promote the explosion of China's mobile Internet industry, the commercial value of 5G will be even greater, and the 5G commercial date is approaching. It is expected that large-scale pilots will begin in the middle of 2019, so the relevant communication infrastructure construction Investment will be further increased and accelerated. 'Zuo Pengfei said.