The New Deal was introduced, China's IC industry changes

The New Deal is good, the effort is unprecedented, and the IC industry changes soon

● It is hoped that policies can help establish a diversified and multi-channel investment system for science and technology and widely attract social funds.

● In addition to the development of core design IP, we must pay attention to nurturing core production processes and core application technologies.

Zhang Ming: IC is the largest single imported commodity and the largest trade deficit commodity in China, and it has become the biggest bottleneck restricting the development of China's IT industry. To crack this short board requires action in many ways:

First, the state has successively issued “No. 18 Document” and “No. 4 Document” to support the semiconductor industry, but the support for chip design has not been clarified. Recommendations for chip design companies to be able to introduce support details as soon as possible to lead the transition from a manufacturing power to a design power. Second, only IC products that enter the market can show value. It is recommended that the government set up a special subsidy for IC design industrialization. For self-designed IC products entering the product promotion stage, post-subsidy will be based on the sales volume or sales. We must pay attention to the project and pay more attention to the output in order to promote the development of the IC design industry. Third, with the continuous upgrading of technology, the R&D capital investment for the development of an IC product is more than tens of millions of yuan. In the past few years, the gap between domestic chip design companies and the developed countries in terms of development scale and financial strength is still very large. In this kind of investment competition similar to the “arms race competition”, the state should vigorously support the accumulation of domestic technology but the relative strength of funds. Lack of chip design companies, for the use of self-designed products with advanced technology, provide policy relief support for the initial plate-making fee.

Zhao Jinrong: At present, the importance of localization of the chip has been raised to the height of national security, and the state's support for the integrated circuit industry has reached the highest level in ten years. The introduction of localization policies has not only brought about the best fighters for the layout of related companies in the industry, but also brought great opportunities for the emerging companies. In recent years, with the advancement of IC manufacturing and packaging technology in China, semiconductor process technology has entered an innovative development model. Under this new development model, the technological gap between mature and emerging companies is not so obvious. Competition is more about overall development capabilities and the speed of entering the market. Now coupled with the tilt of national policies, the growth of China's integrated circuit market can be expected in the future.

The tilt of the national strategy will generate a large amount of market demand, but will also further promote the construction of the domestic semiconductor industrial chain eco-environment. Last year, some domestic semiconductor equipment companies have successfully broken the monopoly of international giants and achieved a record of mass production of international and domestic advanced chip production lines. This indicates that China’s domestic semiconductor equipment industry has achieved a qualitative breakthrough and also established a full line of IC manufacturing industry. The comprehensive competitiveness under control plays an extremely important role.

Yin Zhihao: The upcoming introduction of a new round of support policies for the national integrated circuit industry will inevitably bring great benefits to the integrated circuit industry and will help further consolidate the leading position of the integrated circuit industry in strategic emerging industries. While promoting the development of the domestic industry, the domestic chip production and the market position of equipment manufacturers will be enhanced to enter a new stage of development. In 10 to 20 years, they will catch up and in some respects reach the most advanced international level.

The semiconductor equipment industry occupies a pivotal position in the entire industry chain because the progress of the semiconductor industry depends on the progress of the equipment industry. As a semiconductor equipment manufacturer, it is hoped that the government's support policies will be coordinated to promote the development of leading domestic semiconductor equipment companies in terms of capital input, capital operating mechanism optimization, and promotion of talent team introduction. China's semiconductor equipment company started relatively late and its foundation is relatively weak, and its own accumulation alone cannot guarantee the R&D investment needed for continuous technological advancement. Therefore, we hope that relevant national policies will promote the establishment of a diversified and multi-channel investment system for science and technology including capital investment, long-term low-interest loans, and R&D project funding, so as to give full play to the guiding role of government in investment and widely attract social capital investment. .

Chen Wei: From the perspective of the National Twelfth Five-Year Plan and innovation-driven development, we feel that policies should be tilted toward semiconductor design companies, especially those with high-quality independent innovation and industry-leading technology.

At present, most of the topics supported by national policies are relatively frontier and are difficult to land for a short time. Therefore, we propose that while supporting the frontier topics of science and technology, we should also guide the combination of high-quality design companies and upstream and downstream industrial chains through policies and funds. In addition to the development of core design IP, we must focus on cultivating core production processes and core application technologies. . Guide and encourage domestic companies to go global and integrate with the international market, so that they can use the international frontier market to cultivate high-end products and increase profits.

Xiong Bing: For the domestic IC design companies, to do products, especially high-end products must be calm down, to do a solid "China Core" blindly follow the trend of short-term hot pursuit is not enough. In particular, the development cycle of high-end network communication chips is long and it takes at least two to three years to develop a chip. At present, the core chips of domestic network equipment have all been monopolized by foreign countries, hiding huge hidden network security risks. In order to promote the localization process of core chips for network equipment and fundamentally improve the level of national network and information security, the state should increase support for designing enterprises that adhere to independent innovation and network communication core chips in terms of funds and policies.

IC Industry: Encouraging Consolidation to Become Bigger and Stronger

● Must concentrate funds, concentrate manpower, adjust policies, and encourage competitive enterprises to integrate and merge.

● In-depth cooperation with customers and cooperation in advance is the innovation of domestic equipment manufacturers at the strategic level.

Wei Chen: The goal of the domestic design industry is to actively cultivate one or two leading domestic companies in several core areas. Each company can achieve sales of US$1 billion, and it can compete technically with world-class companies. If there are 20 such companies, the domestic IC design industry can become a mainstream industry and have a strong international competitiveness.