According to the micro-network report, in recent years, with the support of the policy and the market, China's IC industry has developed rapidly, and its overall strength has improved significantly. The gap between IC design, manufacturing capability and international advanced level has been shrinking, and packaging and testing technology is gradually approaching the international advanced level. Some key equipment and materials have been adopted by domestic and foreign production lines, and a number of key enterprises with certain international competitiveness have emerged, and the industrial agglomeration effect is becoming more and more obvious.
The growth rate of industrial development is obvious
In order to accelerate the development of the integrated circuit industry, the State Council issued the “National Integrated Circuit Industry Development Promotion Outline” in June 2014, aiming to give full play to the advantages of the domestic market, create a good development environment, stimulate enterprise vitality and creativity, and strive to realize integrated circuits. Industrial leap-forward development. This program is also one of the most important policies of China's integrated circuit industry in recent years.
The "Outline" clearly states that by 2020, the gap between the IC industry and the international advanced level will gradually narrow, the annual sales growth rate of the whole industry will exceed 20%, and the sustainable development capability of enterprises will be greatly enhanced. By 2030, the integrated circuit industry chain will be mainly The link reached the international advanced level, and a group of enterprises entered the international first echelon to achieve leapfrog development.
With the promulgation and implementation of the National Integrated Circuit Industry Development Promotion Program, the enthusiasm for the development of integrated circuits has been increasing, and many incentive policies have been introduced, such as: Shanghai, Nanjing, Anhui, Fujian, Chongqing and Chengdu. Development Fund.
In 2017, China's IC industry sales reached 541.13 billion yuan, an increase of 24.8% over the previous year's 433.55 billion yuan. In 2017, China's IC industry grew at the fastest rate since 2012, and has been free of growth in recent years. In the situation of around 20%, all major links have achieved growth rates of more than 20%.
Among them, the chip manufacturing industry has the highest growth rate of 28.5%, and the annual sales amounted to 144.81 billion yuan, the highest value in recent years; the chip design industry ranked second, with a growth rate of 26.1%, and sales exceeded 2000 for the first time. 100 million yuan, reaching 207.35 billion yuan; the long-term growth rate of 20% or less in the packaging and testing industry has also achieved the best results in recent years, the growth rate reached 20.8%, the corresponding sales reached 188.97 billion yuan.
China's IC industry is still strongly dependent on foreign countries, and the import and export deficit is still huge. In 2017, the import value of China's integrated circuits was US$260.14 billion, an increase of 14.6%, far exceeding the US$162.32 billion of imported crude oil in the same year. 66.88 billion US dollars. Import and export deficit of 193.26 billion US dollars, an increase of 16.6% compared with the 2016 deficit.
Characteristic cluster formation
At present, China's integrated circuit industry has formed four distinct industrial clusters in the Yangtze River Delta, the Bohai Sea, the Pan-Pearl River Delta and the Midwest.
In the domestic integrated circuit industry, the industrial scale of the Yangtze River Delta maintains the leading position in the industry, and the chip production capacity accounts for 63% of the country. The industrial chain of design, manufacturing, packaging and testing, equipment, materials and other industries has achieved comprehensive development. Shanghai has many international integrated circuits of integrated circuits. , including Qualcomm, Broadcom, AMD, Nvidia, MediaTek; EDA provider Cadence and Synopsys; equipment giant AMAT, LAM research, ASML, TEL, KT; foundry TSMC, UMC; memory manufacturer Hynix; Leading ASE, such as ASE, has set up R&D centers or branches in the Yangtze River Delta, making great contributions to the development of the Yangtze River Delta integrated circuit industry.
In the Bohai Rim region represented by Beijing and Tianjin, it focuses on chip design and manufacturing. As a national science and technology innovation center, Beijing has a unique industrial environment and talent resources. Combined with its own industrial layout, Beijing has formulated 'North Design, South. Manufacturing's overall planning, helping to build the capital's 'high-precision' economic structure. Tianjin IC industry has gradually formed IC design, chip manufacturing, packaging and testing three industries simultaneously, bringing together many companies such as Spreadtrum, Guoxin, NXP.
At present, nearly 60% of the global chip market is in China, and nearly 60% of China's chip market is in the Pearl River Delta. The Pearl River Delta region focuses on chip design, with Shenzhen, Guangzhou, and Zhuhai as the core. In recent years, Fuzhou, Xiamen, etc. have emerged.闽 Triangle' Southeast Coastal City. The Pearl River Delta manufacturing industry has global influence and is a national science and technology innovation and technology research and development base. With Guangzhou as the center, the Pearl River Delta can provide more than 6 trillion industrial output per year, and the integrated circuit industry as all electronic The 'industrial grain' of the product has great development potential.
The central and western regions are centered on Anhui, Hubei, Sichuan, Chongqing, Shaanxi, and Gansu, and their development momentum is also very rapid. At present, Samsung, Ziguang, Huatian, Huawei, Grophyfont, Intel, Texas Instruments, and Spreadtrum have been gathered. Leading well-known integrated circuit leaders at home and abroad have built a complete industrial chain integrating IC design, wafer fabrication, packaging and testing materials and equipment.
National local fund pull
Since the promulgation of the National Outline of the Development of Integrated Circuit Industry in 2014 and the establishment of the National Integrated Circuit Industry Investment Fund, it has effectively promoted and promoted the overall development of China's integrated circuit industry.
The data shows that as of the end of 2017, the National Fund has been established for more than three years. The first phase (2014.09-2018.05) has been invested, with a total investment of 138.7 billion yuan. According to statistics, 23 public investment companies, undisclosed investment companies For 29 companies, the cumulative effective investment projects reached about 70, and the investment scope covers all aspects of the integrated circuit industry and downstream.
Since its establishment in September 2014, the 100 billion-scale National IC Industry Investment Fund has played the role of industry support and financial investment: On the one hand, the large fund investment field covers the entire IC industry chain and accelerates the domestic IC development process. On the other hand, large funds invest in a variety of ways, such as cross-border mergers and acquisitions, fixed-income, agreement transfer, capital increase, joint ventures, etc., to optimize corporate shareholding structure and improve corporate efficiency and management.
At present, the investment fund for the first phase of the big fund has been fully invested. Among the first phase investment projects of large funds, integrated circuit manufacturing projects accounted for 67%, design accounted for 17%, packaging and testing accounted for 10%, and equipment materials accounted for 6%. The investment direction focused on Memory and advanced technology production lines, investing in the industry chain, the top three companies accounted for 70%.
The second phase of the big fund is in the process of fundraising. The current plan has been submitted to the State Council and approved. The second phase is to raise 150 billion to 200 billion yuan, which is planned to be completed this year.
In addition, local governments have responded positively and have formulated local “development promotion guidelines”. Beijing, Shanghai, Hefei, Xiamen, Xi'an, Chongqing, Wuhan, Shenzhen, Jiangsu, Shandong, Tianjin and other semiconductor towns are all in the national integrated circuit industry. Before and after the investment fund established a local promotion fund to promote the sustained and rapid growth of China's semiconductor industry.
According to incomplete statistics, the total size of sub-funds that have been established across the country has exceeded 300 billion yuan.
According to the data compiled by the Prospective Institute, as of August last year, the summary of local integrated circuit investment funds is as follows:
Since the second half of last year, the local government has also introduced integrated circuit industry support policies and investment funds to further support the development of the integrated circuit industry, including:
In November 2017, Qingdao announced the establishment of a 3 billion yuan semiconductor industry fund, which is also the first semiconductor industry fund in Shandong Province.
In April 2018, Xiamen City issued the "Implementation Rules for Accelerating the Development of Integrated Circuit Industry". 50 billion yuan was directly invested in the integrated circuit industry, and social capital, industrial capital and financial capital were followed up through the parent fund.
In July 2018, Nanjing City announced that it will introduce the "Implementation Plan for Building Integrated Circuit Industry Landmarks" and establish a Nanjing Integrated Circuit Industry Investment Fund with a total size of 20 billion US dollars.
Industry insiders pointed out that the investment funds of local governments in the next two years will become an important force to promote the development of China's integrated circuit industry.
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