IC support policy has gradually opened

The Ministry of Industry and Information Technology recently released the “Review and Outlook for the Development of the Integrated Circuit Industry in 2013”, pointing out that the overall recovery of the integrated circuit industry in China was strong in 2013, and the operating efficiency was greatly improved. The report predicts that the overall situation of China's integrated circuit industry in 2014 will be better than that of 2013, and IC design will continue to be a bright spot for growth in the industry. The growth rate of the industry is expected to increase by 5-10% from 2013 and reach over 15%.

IC support policy has gradually opened

Data shows that the global semiconductor market resumed growth in 2013. China's integrated circuit industry seized the market opportunity and supported the national government to accelerate the development of the integrated circuit industry. In the year, it achieved a sales value of 269.3 billion yuan, an increase of 7.9% year-on-year, an increase of 2.9 percentage points from the previous year; cumulative production of integrated circuits 86.65 billion pieces, an increase of 5.3% year-on-year.

Some media broke out. In order to accelerate the development of the domestic electronic information industry, the country will establish 120 billion yuan national chip industry support fund. Under this background, China's integrated circuit chips from the equipment to the design, from the manufacturing and packaging industry are expected to usher in rapid development. .

According to the statistics of the China Semiconductor Industry Association, the domestic semiconductor industry will continue to show a momentum of growth. In 2014, the sales growth of the domestic integrated circuit industry will reach 20%, and the scale will exceed 300 billion yuan.

Peng Hongbing, deputy director of the Electronic Division of the Ministry of Industry and Information Technology, said that the state attaches great importance to the development of the semiconductor and integrated circuit industries. In the near future, it is necessary to intensively introduce a series of policies to support the development of the integrated circuit industry and disclose the four directions of policy support. Specifically, it includes the establishment of a coordinated long-term mechanism for central and local government support policies, the solution to the bottleneck of investment and financing that has plagued the development of the integrated circuit industry, the search for more resources from the capital market, and the use of policies to guide social capital investment; encourage innovation; strengthen external Open up, encourage domestic and foreign enterprises to actively cooperate, and use policy guidance to improve the quality of cooperation.

In 2013, the sales of integrated circuit products in mainland China accounted for more than one-third of the global market. Currently, the industry chain of “Mainland Consumer Markets - Mainland Terminal Brands - Mainland Chip Design - Continental Wafer Manufacturing - Mainland Packaging Test” has been gradually formed. Demand structure. Downstream domestic terminal brands such as China UnionPay and Xiaomi have rapidly emerged in the era of mobile terminals. In 2013, the shipment of smart phone manufacturers in China accounted for more than 20% of the world's total shipments and showed an upward trend, which will directly drive the local IC industry from designing. Industry to the full rise of the packaging and testing industry.

The good news is that China's semiconductor import substitution is underway, and the global semiconductor industry is shifting to China (with the background being the weak-wafer model, the competitiveness of European and Japanese IDM manufacturers is decreasing), and the import substitution of semiconductor chips will continue. The driving force is the growth of system manufacturers, the rise of IC design companies, and the technological progress of the domestic semiconductor industry.

It is expected that the upcoming new round of support policies will be better than ever in terms of scale and mechanism design. Judgment policies will focus on strengthening the long-term mechanism of central and local government coordination organizations and addressing the bottleneck of investment and financing in the integrated circuit industry. Problems, creating eco-environment that conforms to the law of industrial development, and strengthening the degree of openness to the outside world; policy will focus on integrated circuit manufacturing (mainly chip manufacturing) as the center and industrial funds as the means to achieve full industry chain support.

Driven by the development of 4G communications, mobile payment, information security, automotive electronics and the Internet of Things, the development of the integrated circuit industry is one of the key tasks of the Chinese government in 2014 and is currently in the period of rapid development of the industry. At the policy level, IC industry development has received strong support from the state to local governments at all levels.

With the industrial structure, the following companies are expected to perform in the electronic industry chain.

Shanghai Belling: Transformation IC Development, the company has an 8-inch integrated circuit production line;

Datang Telecom: It owns Datang Microelectronics and Lianxin Technology and its IC revenue accounts for about 30%;

Tongfang Guoxin: The core business includes smart card chip design and special integrated circuit.

Silan Micro: a leading company in China's integrated circuit design industry;

Crystal Technology: is the world's second largest WLCSP packaging and testing service provider;

Huatian Technology: engaged in chip packaging and testing, and has advanced packaging technologies such as FC, WLCSP, and 2.5D/3D;

Changjiang Electronics Technology: High-end integrated circuit production capacity in the industry leading position;

Zhongdian Guangtong: The domestic technology leader in the field of module packaging production for the 58.14%-owned Zhongdian smart card company;

China Microelectronics: It mainly produces power semiconductor devices and ICs, accounting for 54% of the market share of discrete devices;

Seven Star Electronics: integrated circuit equipment manufacturing;

Kang Qiang Electronics: China's largest lead frame manufacturer.

With the active guidance of policies, companies will have more energy to use in product research and development and innovation. For the Chinese electronics industry, the real realization of the technological level is the key to realizing a strong country with science and technology.