Huang Libin, deputy director of the Operation and Monitoring Coordination Bureau of the Ministry of Industry and Information Technology, said at the press conference on the 24th that the integrated circuit industry is the pioneer of the national economy and social development, and the pillar industry. In 2014, China issued the promotion outline for the development of the national integrated circuit industry. It should be said that In the past few years, China's IC industry has achieved rapid development under various efforts.
Integrated circuits are an important development direction of strategic emerging industries. The new generation of information technology is a key area of national industrial development planning, and the integrated circuit industry is the top priority of the new generation of information technology. The integrated circuit is in the entire electronic information industry chain. Upstream, the development of integrated circuits is expected to greatly promote China's electronic information industry to the mid-to-high end of the value chain. Although the development of China's integrated circuits has achieved certain results, there are still many shortcomings, and there are shortcomings in the core links and basic areas. Vulnerable to external constraints.
China's integrated circuit industry has the following trends: First, the scale of the industry continues to grow. In 2017, the sales of our integrated circuit industry reached 560 billion yuan, more than doubled in 2012. Second, the core technology has made breakthroughs, chip design level. Upgraded by 2 generations, manufacturing process increased by 1.5 generations, such as 32, 28 nanometer process to achieve large-scale mass production; Third, the strength of backbone enterprises is also strengthening, like Haisi, Ziguang, Zhan Rui ranked the world's first Sixth and tenth largest chip design companies; Fourth, industrial investment has grown substantially. In the first half of this year, China's integrated circuit output reached 85 billion, an increase of 15%.
The data shows that in 2017, global integrated circuit realized sales of 343.186 billion US dollars, up 24.00% year-on-year; among which analog integrated circuits realized sales of 53.07 billion US dollars, up 10.90% year-on-year; digital integrated circuits were boosted by memory price increase by 26.77%, reaching US$228.85 billion, of which storage realized sales of US$123.974 billion, up 61.49% year-on-year, leading the market segment. According to WSTS forecast, global integrated circuit boom is still high in 2018, sales are expected to reach US$45.123 billion, up 9.5% year-on-year. .
With the support of the policy, China's integrated circuit industry will usher in a broad market space. AMD's related listed companies Zhongzhaoyi Innovation (603986.SH), Changchuan Technology (300604.SZ), Tongfu Microelectronics (002156. SZ) and North Huachuang (002371.SZ) are worthy of attention.