Regional agglomeration characteristics are obvious
Han Xiaomin, a veteran of the industry, told the 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 72.87% of the national IC industry's revenue of 541.13 billion yuan.
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 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. '