In 2011, China's integrated circuit industry basically maintained a steady growth. IC design industry continued to grow faster than the industry average, leading to more obvious, but at the same time also suffered from weak international demand, chip manufacturing and packaging and testing industry growth. Slowing down, industrial scale and product export growth have both declined compared to 2010. Looking ahead to 2012, China's integrated circuit industry is facing a complex and changing domestic and international situation, with the gradual emergence of policy-driven effects, more balanced and rational industrial structure, favorable conditions for fiscal capital investment and taxation, and emerging application requirements to provide broad market space, etc. Positive factors include negative factors such as weak growth in the global market, continued intensification of international competition, and fleeting opportunities for major opportunities.
Next year's situation: The pace of development will increase the opportunity and challenge of China's integrated circuit industry in 2012. The development speed will be slightly faster than in 2011. The industrial structure will become more balanced and rational, the policy-driven effect will gradually appear, and the state’s financial capital investment and taxation will have favorable conditions. Emerging application needs provide a vast market space and become the main driving force for the development of the industry. However, the international market situation is not optimistic and the competitive pressure is further aggravated.
The growth rate of the scale of a country’s development of the No. 4 document helped push the industry’s growth rate steadily.
The “Circular of the State Council on Printing and Distributing Certain Policies for Further Encouraging the Development of Software and Integrated Circuit Industry” Guofa [2011] No. 4 was officially released, which indicates that the domestic integrated circuit industry environment will be further improved and policy-driven effects will weaken the international market to some extent. The adverse impact of weak demand has driven the steady increase in the growth of industrial scale and provided an important impetus for the industry to enter a new phase of development. This driving effect was not significant in 2011, but with the implementation of the detailed rules of the No. 4 document and the successive introduction of supporting policies of local governments, the implementation of support measures for finance, taxation, investment and financing, technology research and development, and talents will be implemented since 2012. Gradually play an active role in the second half of the year.
From January to September 2011, China's integrated circuit industry realized a total sales income of 118.13 billion yuan, a year-on-year growth rate of 19.5%, and it is expected that annual sales revenue will be around 170 billion yuan, an increase of approximately 19% year-on-year, which is lower than that of 2010. 10 percentage points. It is expected that with the gradual emergence of policy-driven effects, sales revenue of China's integrated circuit industry will reach 210 billion yuan in 2012, and the growth rate will increase to about 21%, returning to a stable and rapid growth track.
Second, the proportion of the three industries in design, manufacturing, and packaging and testing is more balanced.
The IC design industry continues to maintain the rapid growth momentum since 2000, driving the further adjustment of China's IC industry structure, and the proportion of design, manufacturing, packaging and testing will be more balanced and reasonable. From January to September 2011, benefiting from the rapid growth of sales revenue of domestic key IC design companies such as Hass Semiconductor and Spreadtrum, IC design industry sales revenue reached 31.78 billion yuan, a year-on-year increase of 39.8%, which was higher than the industry average growth rate of 20.3 percentage points. . It is estimated that the annual sales revenue of the IC design industry in 2011 will reach about 49 billion yuan, an increase of nearly 35% compared with the same period of last year. The average growth rate of the industry above the expectations is 16 percentage points, accounting for 27% of the expected sales revenue of the entire industry, compared with 2010. 2% increase.
It is expected that in 2012, with the gradual emergence of policy support effects and the accelerated development of strategic emerging industries, market demand will continue to expand, and the annual sales revenue of the IC design industry may increase by nearly 40% year-on-year, accounting for 30% of the total industry, and the industrial structure. Further equalization and rationalization.
Three financial capital investment and taxation have favorable conditions.
The Party Central Committee and the State Council attach great importance to the development of the integrated circuit industry, ranking it first in the core basic fields of the new generation information technology industry, and providing funds for technological transformation, major national science and technology projects, electronic information industry development funds, and integrated circuits in terms of fiscal funds. Special funds for industrial research and development are supported. The national technology major project "core electronic device, high-end general-purpose chip and basic software product" in 2012 guidelines for the application of the project clearly stated that we must focus on supporting the domestic CPU in the server, industrial control, and important information systems in the promotion and application of domestic embedded CPU The promotion and application of mobile terminals such as mobile phones and tablet computers, the application of digital television SoC chips in digital television terminals, and the development and industrialization of automotive electronic chips. This will bring significant opportunities for the development of China's integrated circuit industry in 2012, which will help promote the independent R&D and industrialization of core chips in key areas.
In addition, the Ministry of Finance and the State Administration of Taxation jointly issued the “Circular on the Refund of the VAT of Purchase Value-added Tax for Procurement Equipment from Integrated Circuit Enterprises” on November 14th, proposing a value-added tax for the purchase of equipment for major IC project companies. When the input tax amount occupies funds, it is determined that the amount of the tax refund for value-added tax arising from the purchase of equipment will be refunded. The benefit area includes 29 domestic large integrated circuit companies. This aspect may open up the development gap between enterprises of different scales, but at the same time it also provides favorable conditions for China's integrated circuit industry to further increase industrial concentration, enlarge and strengthen key enterprises, and concentrate on advantageous resources to obtain technological breakthroughs in 2012.
Fourth, the emerging application needs of mobile Internet, information technology transformation, energy saving and emission reduction provide a broad market space.
Driven by the rapid development of mobile Internet and related applications, the market demand for smart mobile terminals is relatively strong. According to forecasts, global smartphone sales will reach 420 million units in 2011, and China’s sales volume will also be close to 44 million. This will maintain an annual growth rate of about 30% in the future. China's integrated circuit industry has made certain progress in the embedded processor based on the ARM architecture/MIPS architecture, and the smart mobile terminal SoC chip is likely to become a new driving force for the industry to continue its steady growth during 2012 and even the 12th Five-Year Plan period. At the same time, in accordance with the overall deployment and requirements of the Twelfth Five-Year Plan for National Economic and Social Development, the deep integration and penetration of information technology in the industrial sector will accelerate, in major industries such as steel, chemicals, automobiles, ships, and aviation. The penetration rate of digital design tools for large and medium-sized companies has exceeded 60%, and the number of key processes has exceeded 50%. Embedded systems with integrated circuits as the hardware core are bound to be more widely used; energy conservation and emission reduction Accelerated implementation also effectively stimulates the application requirements of integrated circuit products, focusing on high-performance CPUs, MCUs, DSPs, and power management chips. It is mainly used to reduce the energy consumption of computers and servers and improve the energy efficiency of new energy vehicles. aspect. This will provide a broad domestic market space for the development of China's integrated circuit industry during 2012 and even during the 12th Five-Year Plan period.
The integration of resources in the five industries will continue to increase.
The collapse of the Wintel system drove the profound changes in the global integrated circuit industry. On the one hand, it broke the monopoly bond and created opportunities and opportunities for emerging companies to enter the market. On the other hand, it also prompted many emerging forces to accelerate the integration of the industrial chain so that Take more initiative in the pattern. At present, the process of industrial restructuring is not yet over. In 2012, it will continue to develop in depth. The scale of IC companies in China is relatively small. The most pressing task in the world's industrial restructuring is to become bigger and stronger as quickly as possible. One of the important approaches is the integration of resources within the industry.
In 2011, domestic integrated circuit companies frequently carried out mergers and acquisitions. Representatives were: Spreadtrum Communications acquired Mobicab, a handset modem chip design company; Spreadtrum Communications acquired Taijing Information Technology, an analog TV chip design company; and Shanghai Qiqi acquired Motorola Hangzhou. The chip design department obtained a number of core technologies in the field of digital TV set-top boxes; SMIC implemented resource integration for Wuhan Xinxin 12-inch IC production line; Suzhou Guxin Electronics Co., Ltd. acquired US Octavia specialized in MEMS-CMOS-related development. Optoelectronics company. It is expected that in 2012, under the influence of increasing international competition pressure and the formal transition of corporate competition model to the “full-industry chain”, the integration of resources in China’s integrated circuit industry will enter a new round of peak periods, which will be reflected in the expansion of production capacity. In various forms such as patent acquisition and business domain extension, the number and scale of international mergers and acquisitions will increase, and cross-industry chain integration may occur.
Concern: Weak global growth In 2012, China's integrated circuit industry will face outstanding issues such as the lack of growth in the global market, intensified competition in the entire industry chain, and the fleeting opportunities presented by the mobile Internet. The key to resolving the problem is to focus on new issues. The growth point has accelerated the overall competitiveness of the industrial chain so as to seize domestic and foreign opportunities and meet international challenges.
A global semiconductor market continued to grow weak.
Due to the impact of the sovereign debt crisis in Europe and the United States and the weak demand for traditional electronic machine products, the global semiconductor market will lack sufficient growth momentum in the past two years. A number of international consulting agencies have lowered their forecast for the growth rate of the global semiconductor market in 2011 since June, and most of them are between 4% and 5%, which is incomparable with the growth rate of 31% in 2010. In September 2011, global semiconductor sales revenue increased by 2.7% from the previous month in August but decreased by 1.7% from the same period of last year in 2010. According to the latest forecast of the World Semiconductor Trade Statistics Organization WSTS, the growth rate of the Americas in 2011 was 4.9%, that of the European region in 2011 was 2.3%, that of Japan in 2011 was 5.2%, and that of the Asia Pacific region in 2011 was 4.7%.
In 2012, the phenomenon of sluggish economic growth in Europe and the United States will not be substantially changed, and even more critical is the declining global market demand for traditional electronic machine products, and it is difficult to act as the main driving force for the rapid growth of the integrated circuit industry. Demand for the PC market has been squeezed by tablet PCs. The outlook for DRAM suppliers is bleak. Global sales are expected to fall to US$30 billion in 2012, a 24.4% drop from 2010. In the field of TV chips, Broadcom has planned to close TV and Blu-ray products. The player unit of the SoC solution of the player system chip exits the TV video processing chip market. Therefore, how to find new growth points around emerging applications such as smart mobile terminals and find a sustainable and stable growth path under the macroeconomic environment of the global downturn is a difficult task facing China's integrated circuit industry in 2012.
The two industries officially entered the era of "competition in the entire industry chain."
Since the breaking of the Wintel system, the global integrated circuit industry has begun to redefine the power structure. The major multinational companies are active, and the main purpose is to strengthen the integration and control of the industrial chain, and a fierce competitive game between them. This fully demonstrates that the company's core competitiveness no longer only comes from single advantage technologies or products, but more from the highly centralized and efficient flow of resources on the highly integrated industrial chain to control the power and operational power, and the industry competition model has been officially "The whole industry chain competition" changes. After Google bought Motorola Mobile for USD 12.5 billion, Intel announced that it will launch in-depth cooperation with it. In the first half of 2012, it will launch an Android operating system phone equipped with Intel chips to truly realize "chip-system-terminal" full-scale industrial chain integration. As of September 2011, ARM-led industry alliance has 705 members involved in chip design, software development, development tools, embedded system integration, OEM and other fields. In October 2011, the Cortex-A15 multi-core processor, the first in the world to adopt a new 20nm process, was successfully developed by ARM and EDA vendor Cadence and chip manufacturer TSMC.
In 2012, the "comprehensive industry chain competition" of ICs will become more intense as the global industrial structure continues to undergo deeper adjustments. This will, to some extent, form the "Matthew effect" of industrial development. The gap between SMEs will increase. The lack of interaction between chip manufacturers, terminal manufacturers, and software vendors in China and the lack of coordination between the upstream and downstream industries are inherent problems. However, this is particularly prominent at this time. IC companies will undoubtedly face even greater international competition pressure in 2012, accelerating It is imperative to improve the ecological environment of the integrated circuit industry and promote the formation of a "chip-machine" large-scale industrial chain.
The opportunities brought by the three mobile Internet are fleeting.
The rapid rise of the mobile Internet industry and the accelerated disintegration of the Wintel system that has dominated the market for more than 30 years are a good opportunity for China’s electronic information industry to achieve “catch-up and development”. The IC industry is also responsible for sales of smart mobile terminals. Rapid growth, with a large market demand. However, the integrated circuit industry is characterized by its technology-intensive and capital-intensive nature. The "first-mover advantage" of large transnational corporations in the field of technology and capital cannot be ignored. China's integrated circuit industry is still relatively weak. If it is negligent, it will miss this round. Development Opportunities.
At present, industry giants such as Intel, through deep technology and capital accumulation, invest a lot of R&D investment and frequent mergers and acquisitions, set up technical barriers around the expansion of the mobile Internet business, quickly introduce new products, raise the threshold of market competition, and increase the number of latecomers. It is difficult to enter the field, and at the same time, strengthen strategic cooperation with the upstream and downstream industries, and there is a tendency to form monopoly again in emerging areas. In contrast, the capital investment of China's integrated circuit industry is still insufficient, and it still lags behind the international advanced level in the fields of embedded CPU and graphics processing chip GPU. At present, it has not yet formed a truly leading enterprise with international competitiveness and brand influence. . 2012 will be a year of rapid growth in the mobile Internet market. It is also a key year for China's IC industry to seize this round of development opportunities. Accelerating the formulation and implementation of a viable strategy to seize opportunities is imminent. Countermeasures and suggestions: Layout the mobile terminal to implement in-depth implementation of Guofa No. 4 document.
The first is to expedite the introduction of specific measures for the implementation of integrated circuit product value-added tax, integrated enterprise income tax and business tax preferential policies, and to track down the actual problems encountered in the implementation of the policy. The second is to appropriately adjust the policy orientation, increase the support for the leading enterprises with strong competitiveness in the integrated circuit field, and the SMEs with outstanding characteristics, strong innovation, and good growth. The third is to continue to guide the technical reforms and other national financial funds to tilt toward the IC industry and support integrated circuit companies to speed up technological transformation and upgrade their technological level and production capacity. Fourth, fully utilize the enthusiasm of local governments and promote the construction of public service platforms for local integrated circuit industries.
Second, focus on the development and industrialization of smart mobile terminal SoC chips.
The first is to promote the establishment of a "smart mobile terminal industrialization project," and to make full use of national key science and technology special projects such as "core electronic devices, high-end general-purpose chips and basic software products," and electronic information industry development funds and other special funds, focusing on supporting smart mobile terminals. SoC chip technology research and development and industrialization. The second is for tablet PCs, smart phones and other machine needs, based on extremely low-power high-performance embedded CPU, independent development of intelligent mobile terminal SoC product platform, breaking through multi-mode Internet access, a variety of applications, system-level low-power Consumption design technology. The third is to guide the chip manufacturers and the complete machine manufacturers to strengthen cooperation, and implement a number of "one-stop" special projects from the chip, terminal, system to the application around the smart mobile terminal.
Three lead IC companies mergers and reorganizations.
The first is to increase the tilt of factor resources and policy support, and promote the combination of advantageous companies, including cross-regional mergers and reorganizations and strategic cooperation. The second is to promote the integration of various forms of enterprises, encourage the integration of similar enterprises, integration of upstream and downstream enterprises, integration of integrated enterprises and IC companies. Thirdly, through the establishment of guiding funds, direct capital injection, loan interest discounts, and reduction and exemption of related expenses, etc., a batch of dragon skull enterprises that are in line with major product and major process development directions and have certain industrial chain integration capabilities are formed to meet the needs of international market competition. Fourth, encourage enterprises to expand international cooperation and integrate international resources for mergers and acquisitions.
Fourth, strive to expand industrial investment and financing channels.
The first is to continue to support independent innovation in the IC industry through channels such as technological transformation funds, major national science and technology projects, special funds for integrated circuit research and development, and electronic information industry development funds. The second is to encourage state policy financial institutions to support key integrated circuit technological transformation, technological innovation and industrialization projects. The third is to encourage large-scale enterprise groups in various industries to participate in shares or integrate IC companies. The fourth is to support integrated circuit companies to raise funds for listing at home and abroad. Qualified innovative SMEs can support their listing on the SME board and GEM. Fifth, various domestic and overseas economic organizations and individuals are encouraged to invest in the integrated circuit industry.
Fifth, improve and strengthen the construction of the public service system.
The first is to focus on the major innovation needs of the industry, concentrate on superior resources, establish a national integrated circuit R&D center combining production, research and application, and focus on the common key to the development of SoC and other product design, nano-scale process manufacturing, and advanced packaging and testing. technology. The second is to support the construction of integrated circuit public service platform, provide enterprises with product development and testing environment and application promotion services, promote the development of small and medium-sized enterprises, and strengthen the communication between chips and the whole machine. Third, relying on the integrated circuit industry base and professional parks, build a distinctive regional public service system, and guide and strengthen the construction of an integrated service system for integrated circuit industrial clusters.
