Original title: Chip demand heats up, multiple policies are beneficial to work together to solve the “chip shortage” problem
“Economic Information Daily” reporter learned from the 2021 World Semiconductor Conference on June 9 that my country is the world’s largest and fastest-growing integrated circuit market. In 2020, the industrial scale will reach 884.8 billion yuan, with an average annual rate during the “13th Five-Year Plan” period. The growth rate is 4 times the global growth rate over the same period. Driven by new applications such as 5G, cloud computing, and the Internet of Things, China’s integrated circuit market demand will continue to grow. The reporter noted that at present, ministries and commissions are gathering policies to solve the problem of “core shortage”, and more measures are being taken in guiding innovation factors to invest in core technology, supporting investment by domestic and foreign companies, and promoting open cooperation in all links of the industrial chain. , To break the bottleneck restricting the development of the integrated circuit industry.
The current chip shortage problem is plagued many industries around the world. In addition to automobiles, many fields such as mobile phones and consumer electronics have been affected. The industry pointed out that multiple factors such as strong demand, insufficient production capacity and insufficient supply chain management have caused the dilemma of chip shortages. SEMI Global Vice President and President of China, Ju Long, said that the global shortage of cores and rising prices are the result of the super cycle, which has also accelerated the reorganization of the global industrial chain. China is the world‘s largest integrated circuit market and is affected by the “shortage of cores.” It is very large and requires a good response strategy.
Qiao Yueshan, director of the Department of Electronic Information of the Ministry of Industry and Information Technology, said at the meeting that in 2020, my country’s integrated circuit industry will reach 884.8 billion yuan, with an average annual growth rate of nearly 20% during the “13th Five-Year Plan” period, four times the global growth rate over the same period. In the future, with the steady growth of China’s economy, driven by new applications such as 5G, cloud computing, Internet of Things, artificial intelligence, and intelligent connected cars, the demand for China’s integrated circuit market will continue to grow.
In response to the unbalanced supply and demand of integrated circuits and the instability of the supply chain, the reporter noticed that multiple departments have coordinated their efforts around the innovation chain, industrial chain, and talent chain, and introduced intensive support measures. The spokesperson of the Ministry of Industry and Information Technology and the director of the Operation Monitoring and Coordination Bureau, Huang Libin, said at the press conference of the State Council Information Office that they will strengthen cooperation with relevant countries and regions, encourage domestic and foreign companies to increase investment, and promote the improvement of the supply capacity of the entire chip industry chain. Build a production-use docking cooperation platform, create a good application environment, and make two-way efforts between supply and demand to ensure the supply of chip products and meet market needs. The Ministry of Science and Technology has made it clear recently that it will mainly focus on some key core technologies and cutting-edge basic research in the fields of integrated circuits, software, high-end chips, and new-generation semiconductor technologies, and use national key research and development plans to provide support. The National Development and Reform Commission, the Ministry of Education, and the Ministry of Human Resources and Social Security issued the “Implementation Plan for the Promotion of Educational Power in the Period of the 14th Five-Year Plan” and also proposed to focus on supporting the construction of professional teaching and scientific research facilities for integrated circuits, quantum technology and other related subjects.
Local governments have stepped up plans to support policies and draw up a road map for industrial development in the next five years. The reporter learned from the meeting that Nanjing will give full play to the driving effect of leading chip manufacturing companies, fully gather upstream and downstream companies in the industry chain, and strive to promote the scale of the integrated circuit industry to a level of 100 billion in three years, and its comprehensive competitiveness will enter the domestic first-class city by 2025. At the same time, we will promote the construction of the national integrated circuit design service industry innovation center and the design automation technology innovation center, and make every effort to make breakthroughs in key core technologies. In addition, cultivating the semiconductor and integrated circuit industries has also been included in the local version of the “14th Five-Year Plan” outline, which involves enhancing the independent innovation capability of the industry, accelerating breakthroughs in high-end chip design, core equipment materials, key devices and other links, and building advanced process production lines , Cultivating integrated circuit industry clusters and other aspects.
Related companies are also actively taking action to accelerate related investment in the chip industry. For example, TCL recently announced that it has established a semiconductor technology company with a registered capital of 1 billion yuan in Guangzhou, focusing on integrated circuit chip design and semiconductor materials and other related business areas. Geely Automobile has also established a joint venture with Xinjuneng and other companies to deploy automotive-grade power semiconductors. Many domestic semiconductor companies such as SMIC and Hua Hong Semiconductor also plan to upgrade and expand their production lines. (Next to the second edition)