In 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. In addition, ICs are once again included in government work reports, ranking in real economic development. The first one, as well as the injection of the National Fund and the continuous investment in the industry in various provinces and cities across the country, the entire IC industry is booming, and as the forefront of the industrial chain - Shenzhen is also increasing the industrial layout and planning.
Shenzhen IC industry scale reached 66.8 billion yuan
In recent years, Shenzhen IC industry has entered a new stage of development, and IC-related enterprises have entered the fast track of development. Since 2014, sales of IC industry in Shenzhen have increased year by year. By 2017, the overall sales of IC industry in Shenzhen The amount reached 66.84 billion yuan, a year-on-year increase of 17.4%. Among them, IC design industry sales reached 59.02 billion yuan, accounting for 88.3%; IC packaging and testing industry sales were 6.224 billion yuan, accounting for 9.3%; Sales were 1.614 billion yuan, accounting for 2.4%.
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, and Shenzhen IC design The sales of the industry reached 59.02 billion yuan, accounting for 28.46%, an increase of 19.55%. In addition, the number of Shenzhen IC design companies and institutions reached 168 in 2017, an increase of 9.8%.
Shenzhen IC design industry also shows that the advantages of leading IC design companies are obvious, and the trend of resources is concentrated in large enterprises. In 2017, among the top ten IC design companies in China, Shenzhen enterprises accounted for 4, including Shenzhen HiSilicon limited. The company ranked first with sales of about 36.26 billion yuan, almost the sum of the six companies listed. The other three Shenzhen enterprises are Shenzhen Zhongxing Microelectronics Technology Co., Ltd., Shenzhen Huiding Technology Co., Ltd. Duntai Technology (Shenzhen) Co., Ltd., separated by 3, 6, 8 people.
Shenzhen IC packaging and testing and manufacturing need to be strengthened
In addition to the IC design industry, there were 16 companies in the IC integrated circuit testing and testing industry in Shenzhen in 2017, with a total sales volume of 6.224 billion yuan, a year-on-year increase of 16.34%. Although the scale of the packaging and testing industry in Shenzhen continues to grow, but the high-end The sealing test still needs to be strengthened.
Compared with integrated circuit design and integrated circuit packaging and testing, Shenzhen's integrated circuit manufacturing industry is much weaker. In 2017, there were three IC manufacturing companies in Shenzhen, namely, Shenzhen Semiconductor, Founder Microelectronics and SMIC (Shenzhen). The total sales of these three companies reached 1.614 billion yuan in 2017, down 1.59% year-on-year. At present, Shenzhen's integrated circuit manufacturing industry is relatively weak, and the service of Shenzhen design enterprises needs to be improved. Prospective Industry Research Institute
2. The industrial scale accounts for more than 70% of the country's total, and the Yangtze River Economic Belt creates integrated circuit clusters. The scale of the integrated circuit industry in nine provinces (cities) in the Yangtze River Economic Belt has accounted for more than 70% of the country's total, and IC design, manufacturing, such as Huawei Hisilicon, SMIC, Huahong Semiconductor, Changjiang Electronics, and Microelectronics have emerged. Leading enterprises such as testing and testing, equipment and other links. Industry insiders pointed out that capital is not the biggest pain point in the development of integrated circuit industry. It is more important to follow the rules of the market and form a positive cycle of enterprise development.
Recent research interviews have found that the domestic integrated circuit industry has formed industrial agglomeration characteristics. The IC industry in the nine provinces (cities) of the Yangtze River Economic Zone accounts for more than 70% of the country's total, and such as Huawei Hisilicon, SMIC, Huahong Semiconductor , Changjiang Electronics Technology, Micro-Semiconductor and other integrated circuit design, manufacturing, packaging and testing, equipment and other links leading enterprises. Industry insiders pointed out that capital is not the biggest pain point in the development of integrated circuit industry, follow the market rules, form a positive cycle of enterprise development More important.
Regional agglomeration characteristics are obvious
Han Xiaomin, general manager of CCID Consulting's integrated circuit business unit, told China Securities Journal that the total revenue of the integrated circuit industry in the nine provinces (cities) of the Yangtze River Economic Zone in 2017 was about 394.33 billion yuan, accounting for the national IC industry revenue scale of 5411.3. 72.87% of the billion.
The Yangtze River Delta region (Shanghai, Jiangsu, Zhejiang, Anhui) The IC industry is the most solid, the most advanced technology, occupying half of the country's industrial scale.
The scale of the integrated circuit industry in Jiangsu Province won the top spot in the Yangtze River Economic Belt. In 2017, the IC industry in Jiangsu Province achieved revenue of 168.768 billion yuan, a year-on-year increase of 17.82%. Among them, the chip design field revenue was 19.466 billion yuan, an increase of 21.96. %; chip manufacturing revenue of 24.591 billion yuan, an increase of 13.78%; packaging test field revenue of 87.816 billion yuan, an increase of 22.08%; equipment materials field revenue 368.95%, an increase of 349.36%.
In addition to the overall scale, Jiangsu Province's corporate performance highlights frequently. For example, Changjiang Electronics Technology has become the world leader in integrated circuit packaging testing through endogenous epitaxy.
The data shows that Shanghai's integrated circuit industry is second only to Jiangsu Province, but it has a core position in the Yangtze River Delta integrated circuit industry cluster. Jiang Shourai, Secretary General of Shanghai IC Industry Association, Shanghai in transportation, talent, capital, industrial environment Advantages in other areas, the development of the integrated circuit industry is early, advanced technology.
In 2017, Shanghai's IC industry achieved revenue of 118 billion yuan, a year-on-year increase of more than 12%. The industrial structure is more optimized, and the design, manufacturing, and equipment materials are basically formed.
Jiang Shoulei said that in terms of chip design, there are more than 200 chip design companies in Shanghai, with sales of 43.7 billion yuan in 2017. Among them, Huawei HiSili's chip design and sales are in the forefront of the international market, and Shanghai Zhaoxin's domestic CPUs have stable feedback. Zhan Rui's 5G chip is progressing smoothly. It is expected to realize 5G chip commercialization in 2019. In terms of chip manufacturing, Shanghai's corporate sales reached 28 billion yuan, and the industry boom is quite high. Recently, Huahong and SMIC products are in short supply; SMIC 14nm advanced technology to achieve breakthrough. In terms of materials, Shanghai's new half-size large silicon wafer (test piece) achieved sales, initially breaking import dependence. In terms of equipment, China Micro-Semiconductor's MOCVD equipment entered scale industrialization and entered TSMC 7nm process equipment. Business purchase list.
Chip manufacturing drives industry linkage
From the earliest Wuxi Huajing, Shaoxing Huayue and later Shanghai Huahong, and now to the Shanghai IC Industry Association, Jiang Shoulei has not left the field of integrated circuits, and witnessed the rise and fall of the integrated circuit industry in the Yangtze River Delta for decades. .
Jiang Shoulei told the China Securities Journal that the foundation for the development of the Yangtze River Delta integrated circuit industry should start from the Shanghai Huahong '909 Project 20 years ago.
The '909 Project' is the key project for the development of the microelectronics industry in the ninth five-year plan, including the construction of an 8-inch, 0.5-micron technology start-up, processing 20,000 pieces of VLSI production lines per month. Shanghai Huahong Group has undertaken this One item.
'At that time, the policy layer recognized the gap in the domestic integrated circuit industry and clarified the importance of developing the integrated circuit industry. At that time, the high-level instructions were, 'Even if you sell iron, you have to get the semiconductor industry up.'" Jiang Shoulei said, ' '909 The project 'special event special commission, special allocation. '909' single project investment, more than the total investment in all microelectronic projects in the country since the founding of the country. '
The investment is huge and urgent. The project was selected in Shanghai Pudong with good financial foundation and industrial base. The Shanghai Huahong Group, which carries the '909 Project, was prepared in 1996, put into production in 1999, and achieved profitability in 2000.
Jiang Shoulei pointed out that the success of Hua Hong's 8-inch wafer project has brought about industrial agglomeration effect. In 2000, Zhang Yujing came to Shanghai to establish SMIC, and in 2003, Grace Semiconductor was established (in 2011, he merged with Hua Hong). Manufacturing companies have landed, attracting hundreds of chip design companies for Shanghai. Subsequently, the production lines and design companies of these manufacturing companies began to spread to the adjacent areas, gradually forming a pattern of the Yangtze River Delta integrated circuit industry.
Qi Shijing, co-president of Ziguang Group, told the China Securities Journal that the IC industry chain is long and very complicated. From the perspective of industrial linkage, 'manufacturing' is the development center of the entire industry chain. 'Supreme service production design enterprises, the next raw materials And equipment companies. This is also the most important part of the national big fund investment. '
Shen Weiguo, chairman of Shanghai IC Industry Investment Fund Management Co., Ltd., previously said that the industrial chain linkage in the Yangtze River Delta region has gradually formed. For example, SMIC has participated in the long-term technology, which has deepened the business cooperation between wafer fabrication and packaging and testing; Hua Hong Group Cooperate with Wuxi local government to jointly invest 10 billion US dollars to build several 12-inch production lines, which will become the fourth manufacturing base of Huahong Group following Jinqiao, Zhangjiang and Kangqiao; SMIC cooperates with Zhejiang Ningbo and Shaoxing to build 8-inch features. Process fab; Huada Semiconductor participates in Shanghai Advanced Semiconductor, extending from design to manufacturing, aiming to build analog and power device IDM enterprises for industrial control and automotive electronics market; Hikvision investment is rich in terminals and chips in vertical field Cooperation, Fuyuwei has the opportunity to rely on Haikang's big platform to usher in business development.
The vertical cooperation and horizontal integration of the industrial chain are the inherent laws and development trends of the development of the integrated circuit industry. Yan Shijing said that the integrated circuit industry emphasizes economies of scale, and concentrates on apportioning R&D expenses, talent pooling, and achieving economies of scale.
Industry development should follow the law
After the success of Hua Hong's 8-inch wafer project, it was impossible to win the battle. This made Jiang Shoulei stunned. 'If the 12-inch production line did not abort in 2005, China's IC manufacturing industry is not the current level. At that time, everything was ready. Funding this ring. '
Nowadays, 'funding' is no longer the biggest pain point in the development of the integrated circuit industry. The first phase of the National Fund has exceeded 130 billion yuan, and the second phase of fundraising has been basically completed, with a scale of 150 billion yuan to 200 billion yuan. Funds have been set up to support the development of the integrated circuit industry. For example, Shanghai has established a total of 50 billion yuan of design mergers and acquisitions, equipment materials and manufacturing funds. Nanjing City, near the "Implementation Plan for Building Integrated Circuit Industry Landmarks", set a total scale of 200 The billion-dollar Nanjing IC industry investment fund and supporting policies. Hangzhou issued the "Special Policy to Further Encourage the Development of the Integrated Circuit Industry."
Regarding the enthusiasm for the development of integrated circuits in various places, some insiders worry that the industry will go to overcapacity and vicious competition. 'There are places where people dig each other, making the cost of talent even higher than overseas. Some enterprises have been able to accumulate talent teams for so many years. Being dug up to the east, 'Shi Shijing told the China Securities Journal.
Han Xiaomin, general manager of CCID Consulting's integrated circuit business unit, said that overcapacity will naturally be eliminated in the market competition. The high-level investment in the integrated circuit industry may cause a great waste of resources.
Yan Shijing believes that industrial development should follow market rules and industrial laws. 'Many people are not very calm, regardless of the conditions they feel they can do. Therefore, the policy needs a certain degree of guidance and control.'
From the perspective of enterprise development, the above-mentioned interviewees all said that after solving the "funds" pain point, it is necessary to follow the market rules, relying on their own technology accumulation, and forming their own ability to recycle blood is the long-term development.
In the middle reaches of the Yangtze River Economic Belt, Wuhan, Hubei, the storage base of the Ziguang Group, the Yangtze River Storage No. 1 new plant is in hot construction. The plant was capped in September last year, and the lithography equipment has also been commissioned. After completion, it will have a global single area. The largest chip production workshop, equivalent to 10 standard football fields.
The total investment of the Yangtze River storage amounted to 24 billion US dollars. According to the plan, the Yangtze River storage will realize the mass production of 32-layer 3D NAND products during the year; the mass production of 64-layer products will be realized in 2019. This will realize the domestic zero breakthrough of 3D NAND memory products.
Yan Shijing said that in the future, Ziguang Group will reproduce a storage plant of the Yangtze River storage scale in Chengdu and Nanjing in the Yangtze River Economic Belt. At the beginning of the establishment of Changjiang Storage, it considered how to strengthen its self-development capabilities. 'The Big Fund is a shareholder of Changjiang Storage. However, the big fund has an exit request, and we have a performance commitment to the big fund.
Gao Qiquan, chairman of the Yangtze River Storage Executive, told reporters that Changjiang Storage had produced 32-layer 3D NAND product samples last year and also had mass production capacity. However, '32 layer is not the current mainstream market, we don’t want tens of thousands of monthly products. The number of films, but hope that enterprises can stand firm in the market competition.'
The 64-layer 3D NAND products still in the research and development stage are the most important for the development of Yangtze River storage. According to Gao Qiquan, the Yangtze River has sufficient patent accumulation in 64-layer products, and the technology is progressing smoothly. 'I hope that the Yangtze River storage capacity will be 2023. In the future, we will have a 20% share of the global market. In the future, we will have a research and development cost of 1 billion US dollars per year. This means that the income of 10 billion US dollars is enough to support more than 3,000 R&D personnel to carry out work, achieve technological upgrading and increase gross profit margin, forming a positive cycle. ' China Securities Journal
3. Tianjin integrated circuit production growth trend is slowing. Production in 2018 is expected to increase by 11.3% year-on-year.
According to the database of the China Business Research Institute, the growth trend of integrated circuit output in Tianjin from January to June 2018 has gradually slowed down. From January to June 2018, the output of integrated circuits in Tianjin was 820 million, an increase of 0.1%.
In 2013-2016, the output of integrated circuits in Tianjin increased steadily. In 2016, the output of integrated circuits in Tianjin reached 1.6 billion, a year-on-year increase of 7.3%. In 2017, the output of integrated circuits in Tianjin showed a slight decline. In 2017, the output of integrated circuits in Tianjin was 14.2. By analyzing the output of integrated circuits in Tianjin from January to June 2018, the integrated circuits in Tianjin will have a small upward trend in 2018. It is predicted that the output of integrated circuits in Tianjin will be 1.6 billion in 2018, an increase of 11.3%.
4. Ziguang Group 刁Shijing: The development of integrated circuits needs prevention projects, and the big fund is not the 'Tang 僧 meat'
Recently, Zhe Shijing, the co-president of Ziguang Group, accepted an interview with China Securities Journal reporter. At present, the IC projects in various parts of China have been launched. The mentality of robbing professionals needs to be calm, otherwise the whole industry will be injured. Since joining the Ziguang Group in May this year, Yan Shijing In charge of Ziguang Group's chip business. Ziguang Guowei, a listed company of Ziguang Group, previously announced that Yanshijing has been nominated as a non-independent director of the sixth board of directors of listed companies.
Grasping 'manufacturing' and 'designing'
China Securities Journal reporter: From the linkage of the industrial chain, what is the most important part of the development of integrated circuits?
Yan Shijing: Throughout all industries, only integrated circuits may be the most complex, most systematic, and most involved in an industry. Roughly, the integrated circuit industry chain can be divided into 'design', 'manufacturing', 'packaging test' And the 'equipment' and 'material' that support each link. The most important thing is to grasp 'manufacturing' and 'design' because it is faster to serve the market.
For example, 'design', because China is the world's largest consumer electronics market, the design of the product, you can immediately face your own market, the growth space will be very large.
Similarly, doing 'manufacturing' is just a central link that can serve production design and can also drive the growth of Chinese materials and equipment.
But it doesn't mean that 'equipment' is not important. 'Equipment' is very important, but its problems are more complicated. 'Equipment' involves many sectors such as machinery, chemicals, optics, electronics, etc., and the market of 'equipment' is mainly overseas, China's Enterprises will be more difficult to enter, so it is difficult to support themselves.
Relatively speaking, the 'package' link of the domestic integrated circuit industry has developed better, but the future of packaging still needs to be vigorously innovated. For example, the integration of chips is getting higher and higher, and many problems that are not solved by the 'manufacturing' link can be 'Package' link solution.
China Securities Journal reporter: How do you view the gap in the level of development of integrated circuits at home and abroad? How to understand the autonomy of the chip and the globalization of the industry?
Shi Shijing: The technological change of integrated circuits actually reflects the development trend and demand of the whole industry. Foreign development is fast, and the integration is high because foreign countries do develop earlier and have their own industrial base. With economic globalization, Technological progress, industrial transformation and upgrading, China has also developed to this stage, the industry itself has generated the need for innovation and upgrading of integrated circuits. For example, Huawei, Haier and other large-scale machine manufacturers have gradually entered the integrated circuit from the original machine manufacturing. Design field.
In fact, in today's information society, I don't think any country can do anything to make an information product, and the trend of technology globalization is irreversible. Moreover, in order to speed up the process of product upgrading, accelerate the progress of product development, meet Market demand, using a global approach is economically sound. Independent innovation is not about closing the door to innovation, but taking the initiative to innovate.
Grab the talent injury industry
China Securities Journal: The enthusiasm for the development of integrated circuits is very high. SEMI statistics Many new wafer manufacturing lines in the world are in mainland China.
Yan Shijing: I think it can encourage market competition, but it should not be rushed. Otherwise, it will harm the whole industry. Because the investment in integrated circuits is very large, the required technology accumulation, and the accumulation of talents are also very numerous. There may be vicious competition.
The most typical phenomenon now is that the country has also begun to dig each other, resulting in the company's talent cost even higher than abroad. So, which company can grow steadily? Many companies have been so hard to accumulate talent team for so many years, by others 1. I dig, everything goes to waste.
Objectively speaking, it is still necessary to follow the laws of the market and the laws of the industry. The integrated circuit industry in the world is concentrated in integration, which contributes to the sharing of research and development, and can generate economies of scale. However, the domestic industry is now more dispersed and mentally I don't feel calm, I feel that I can do it. I still need to do some control and guidance on the policy side, and try to minimize speculation.
China Securities Journal reporter: Enterprises such as Gree and Foxconn have come up with their own chips, which is a reflection of the development trend of the industry?
Yan Shijing: Of course, I don’t mean to raise a cow if I want to drink milk. I still need the company to consider it according to its own development needs and its own ability.
From an industry perspective, the past innovations may be innovations in supply chain management, innovation in business models. Nowadays, due to the increasing complexity of users' needs, the complexity of product design is increasing, and the innovations required are not just for certain components. Simple improvement, but the need to re-create the value of the entire industry chain, the realization of the function of each component, interaction with each other, the core of which is the internal integrated circuit and operating system.
'Big fund' is not 'Tang Yu meat'
China Securities Journal reporter: In addition to the Yangtze River storage, Ziguang has also laid out Chengdu and Nanjing production bases in the future, but some voices believe that after all, the first base has no mass production, and there will be supply chain risks in such a large layout in the future. How is the rhythm of the scale on the scale controlled?
Shishijing: The Yangtze River storage is the first development base of the Ziguang Memory, which is equivalent to the 'Whampoa Military Academy' of the entire Ziguang Group's chip manufacturing sector. The integrated circuit industry emphasizes the scale effect, only to achieve a certain volume, research and development, talent gathering In order to be cost-effective in scale, the future will lay out three bases, and they will also have their own positioning and tasks. The rhythm of scale will definitely be determined according to the progress of technology and the needs of the market.
China Securities Journal reporter: When is the Yangtze River Storage expected to break even?
Shi Shijing: Breakeven is not easy to say now, investment is still going on, and it needs to be predicted according to the demand situation of the follow-up market. In fact, from the first day of the establishment of the Yangtze River storage, Ziguang is considering how it can have the ability to develop itself. The Yangtze River stores its own benign development, may need a process, but I think the time will not be too long.
Although the 'big fund' (National Integrated Circuit Industry Investment Fund Co., Ltd.) is a shareholder of Changjiang Storage, don't simply think of 'big fund' as government investment, like the subsidy in the past. 'Big fund' is asking for withdrawal. The company must also abide by the relevant commitments of the 'big fund'. Therefore, companies should not treat the 'big fund' funds as 'tang 僧 meat', which is very dangerous. China Securities Journal
5. Promote the development of FPGA, the domestic manufacturers must take the road of differentiation
On July 25th, the 6th (2018) China FPGA Industry Development Forum jointly held by China Electronics News and Shenzhen Investment Promotion Agency was held in Shenzhen.
As one of the four general-purpose integrated circuit chips, the importance of FPGA (Field Programmable Gate Array) is flush with CPU, memory, and DSP. Especially in cloud computing, big data, artificial intelligence, industrial Internet and other technologies become the electronic information industry. At the new hotspot, FPGA plays an irreplaceable role in these fields. China is not only an important application market for FPGAs, but also has a certain foundation in the FPGA industry. In recent years, Chinese manufacturers have begun to have an international FPGA industry ecosystem. With the corresponding status. After supporting the integrated circuit industry such as CPU and memory, the state has laid out big data in advance, and the cloud computing industry is pushing the development of FPGA.
The event focused on the opportunities and challenges of FPGAs in the era of big data, and conducted in-depth discussions on the development and technology trends of FPGA industry in China. Jia Changsheng, deputy director of Shenzhen Investment Promotion Agency, and Mong Cheng, executive deputy secretary general of China Semiconductor Industry Association And Huang Jun, vice president of Guangdong Gaoyun Semiconductor Market, Wang Haili, CEO of Jingwei Qili, Chen Yingren, senior business development manager of Lattice Asia Pacific, Zhang Xiaowei, senior field application engineer of Microsemi, and Wang Qi, chief architect of heterogeneous acceleration of Huawei Technologies Co., Ltd. The guests attended the meeting.
Mong Chenghe, Executive Deputy Secretary General of China Semiconductor Industry Association:
Coordinating the upstream and downstream enterprises in the industrial chain to promote the development of domestic FPGAs
In recent years, China's IC industry has achieved a good development trend. According to the statistics of China Semiconductor Industry Association, the sales of China's IC industry reached 541.13 billion yuan in 2017, an increase of 24.8%.
In 2018, it continued to maintain a high growth trend. The sales in the first quarter was 115.29 billion yuan, a year-on-year increase of 20.8%. As an important category in integrated circuits, FPGAs have high concentration in the industry and difficulties in entry. We are advancing the construction of a strong manufacturing country and a network powerhouse. How to develop an independently controllable FPGA industry is a topic that we must seriously consider and solve for these semiconductor practitioners. The development of China's FPGA industry requires the support of the industrial chain and the support of manufacturing process technology. EDA tool software support and downstream application development support. China Semiconductor Industry Association will play a good role as a bridge to coordinate upstream and downstream enterprises in the industry chain, and promote the development of FPGA and other integrated circuit industries.
Huang Jun, Vice President of Guangdong Gaoyun Semiconductor Market:
Seeking FPGA breakthroughs in differentiation and innovation
At present, people mentioned that industry hotspots generally say ABC, namely artificial intelligence, big data, cloud computing.