Analysis of development trend of integrated circuit industry

In September 2013, Ma Kai, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, came to Shenzhen, Hangzhou and Shanghai to conduct in-depth research on integrated circuit design, manufacturing, packaging, and key equipment materials to understand the development of the integrated circuit industry. He pointed out that accelerating the development of China's integrated circuit industry is a strategic decision made by the central government. It must strengthen confidence, seize opportunities, focus on key issues, strengthen innovation, increase policy support, optimize the development environment for enterprises, and strive to achieve leap-forward development of the integrated circuit industry. .

I. Market scale of China's integrated circuit industry Looking ahead to the “Analysis Report on the Market Forward-looking and Investment Strategic Planning of China's IC Packaging Industry 2013-2017” released by the Industrial Research Institute, the global semiconductor market declined by a year-on-year in 2012 due to the global economic downturn. 2.7% was 291.6 billion U.S. dollars. The domestic integrated circuit industry is better than the global market under the influence of macroeconomic policies such as broadband acceleration and home appliances to the countryside. According to statistics from the China Semiconductor Industry Association, China's integrated circuit industry recorded sales of 215.85 billion yuan in 2012, a year-on-year increase of 11.6%.

At present, the development of China's integrated circuit industry has gradually formed the pattern of concurrent development and coordinated development of integrated circuit design, integrated circuit manufacturing, and integrated circuit packaging and testing. In 2012, China's IC design industry accounted for 28.8% of sales, manufacturing sales accounted for 23.2%, and packaging and test industry sales accounted for 48.0%.

According to the report data, the domestic integrated circuit production in 2012 was 82.31 billion, an increase of 14.4% year-on-year. In 2012, the import value of China's integrated circuit products was US$192.06 billion, which was a year-on-year increase of 12.8%. In 2012, China’s IC product export volume was US$53.43 billion, an increase of 64.1% year-on-year.

II. China's Integrated Circuit Industry Competitiveness Prospects The “Analysis Report on the 2013-2017 China IC Packaging Industry Market Forward-looking and Investment Strategic Planning” released by the Industrial Research Institute believes that although the industry has a good momentum of development, the scale of China's integrated circuit industry is still biased. Small, most of the products rely on imports. The integrated circuit products imported each year exceed 100 billion U.S. dollars, and their imports exceed the sum of imports of petroleum and steel. The U.S., Europe, Japan, and South Korea rely on their technological leadership to dominate the development of industries and technologies. China is still in the position of “follows” and “catch up”, and the global market share of China’s integrated circuit industry needs to be further expanded.

In addition, with the help of the country's R&D and innovation, the domestic integrated circuit industry has made remarkable breakthroughs in the core technologies in many fields in the past 10 years, and has also made significant breakthroughs in mobile phone chips, IC card chips, and digital TVs. The company achieved innovative results in a number of product areas including chips, communications chips, and multimedia chips. However, it should also be sobering to see that in the general-purpose CPUs, memories, microcontrollers, and digital signal processors, etc., a wide range of general-purpose integrated circuit products, the domestic basic is still blank. These IC products are also basically dependent on imports. The domestic integrated circuit industry still needs to further strengthen its competitiveness in the R&D and industrialization of core technologies and products.

Third, China's integrated circuit industry is facing problems At present, China's integrated circuit industry is still small, accounting for only about 10% of the global market. China is the world's largest integrated circuit market, but products designed and produced by itself can only meet one-fifth of the market demand. General-purpose chips such as CPUs and memory are mainly imported, and high-end chips in domestic communications, networking, and consumer electronics are also Basically rely on imports. IC has become China's largest import commodity for many years, and its 2012 imports amounted to US$192.06 billion.