"Eleventh Five-Year Plan" China's IC industry development review China's IC industry in the "Eleventh Five-Year" period in the early period since the rapid development of the momentum since 2000, the mid-term by the international financial crisis and the silicon industry cycle of dual impact of two consecutive years of decline However, in the wake of the domestic macroeconomic recovery and the recovery of the global integrated circuit market, China's integrated circuit industry reversed its decline and achieved substantial growth in 2010. During the "11th Five-Year Plan", the industry's technological innovation engine (310328, fund), market expansion capability, and resource integration vitality have laid the foundation for the industry to achieve rapid development and take a new step in the next five years.
(I) Continuously growing industrial scale and rising international status During the “Eleventh Five-Year Plan†period, China’s integrated circuit production increased from 26.11 billion to 65.3 billion, with an average annual growth rate of 20.1%. Sales revenue increased from 70.21 billion yuan to 144.02 billion yuan, with an average annual growth rate of 15.4%. Among them, the integrated circuit design industry grew from 12.43 billion yuan to 36.39 billion yuan, an average annual growth rate of 24%, the fastest growth; chip manufacturing industry from 23.29 billion yuan to 44.71 billion yuan, an average annual growth rate of 14%; packaging and testing industry From 34.49 billion yuan to 62.92 billion yuan, the average annual growth rate of 12.8%. During the "11th Five-Year Plan" period, the average growth rate of China's integrated circuit industry is 10% higher than the average growth rate of the global integrated circuit industry (5.4%). It is one of the fastest growing regions in the global integrated circuit industry. China's integrated circuit sales revenue increased from 4.5% in 2005 to 8.6% in 2010. Output accounts for nearly 10% of the world's total, and its international status continues to increase.
(II) Increased capacity for independent innovation and breakthrough in mid-to-high-end products Independently designed product categories are constantly enriched, extending from the low end to the mid-to-high end. Network router chips, 3G mobile communication chips, mobile Internet chips, digital TV chips, CPUs, MCUs, and security chips are all successfully developed and occupied a certain market share. The successful development of the 40-nm TD-SCDMA multi-mode mobile phone chip has provided strong support for the promotion and application of the TD-SCDMA standard.
65-nanometer manufacturing process to achieve mass production, 45-nanometer manufacturing process will also be successfully developed and mass production in 2011; high-pressure technology, digital-analog hybrid and power devices and other specialized process modules developed successfully to meet domestic demand; 12-inch production line up to 5 , 8-inch production line up to 14. New packaging technologies such as BGA, CSP and MCP have been applied in some production lines. High-density ion etchers, high-angle ion implanters, and 45-nanometer cleaning equipment have made substantial breakthroughs, and some devices have been operating on the production line. Monocrystalline silicon, photoresist, polishing fluids, high-purity gases, and targets have made significant progress.
(III) The industrial structure was gradually optimized, and the pace of resource integration accelerated the proportion of the three major industries of chip design, manufacturing, and packaging and testing increased from 17.7%, 33.2%, and 49.1% in 2005 to 25.3%, 31%, and 43.7% in 2010. It has formed a parallel and coordinated pattern for the three industries. The industry's upstream equipment and materials industry has also made significant progress and formed a certain industrial scale. The industrial agglomeration effect is even more pronounced. The three agglomerations in the Yangtze River Delta, the Bohai Sea in the Beijing-Tianjin-Hebei region, and the Pan-Pearl River Delta continue to flourish, and the development of western towns such as Chengdu, Chongqing, and Xi’an is accelerating.
The cooperation between domestic design companies, chip manufacturing companies, and chip manufacturing companies continues to deepen. Datang Telecom (600198) shares in SMIC, BYD acquires Ningbo Zhongwei, and Shanghai Hua Hong NEC and Shanghai Grace Semiconductor jointly invest in Shanghai. Huali builds a 12-inch production line. Leading domestic manufacturers actively explore international mergers and acquisitions. Spreadon overseas acquisitions of RF chip company (Quorum), Changjiang Electronics Technology (600584, shares it) to acquire Singapore APS company, Inspur Group acquired Qimonda Xi'an R & D center, corporate technology capabilities and market competitiveness have greatly improved .
(IV) The company’s strength has been steadily improved, and its market development capability has been enhanced. By 2010, 332 integrated circuit design companies were identified, and 145 companies with integrated circuit reform and development committees were recognized as integrated circuit manufacturing companies. There are 4 integrated circuit companies that have entered the list of top 100 electronic information companies. More than 60 design companies had sales revenue of over 100 million yuan, and the highest sales revenue was 4.5 billion yuan. The sales revenue of two manufacturing companies exceeded 10 billion yuan. SMIC's 65-nm manufacturing process has accounted for 9% of total production capacity, making it the fourth-largest chip foundry company in the world.
Among the top 10 packaging and testing companies, the status of Chinese-funded enterprises such as Changjiang Electronics and Nantong Fujitsu has significantly increased. Changjiang Electronics has entered the ranks of the top 10 packaging and testing companies in the world. The market competitiveness of a number of advantaged design enterprises has increased significantly. Spreadtrum Communications and Lianxin Technology's TD-SCDMA terminal chip shipments have exceeded 30 million; Beijing Junzheng and Fuzhou Ruixin's multimedia processing chips have achieved a leading position in the market; National Technology (300077, share bar)'s USBKEY security chip domestic market share Over 70%; Suzhou Guoxin's cumulative embedded CPU shipments exceeded 100 million; digital technology TV and Hangzhou Guoxin's digital TV chips have broken foreign monopoly, and the digital TV channel demodulation chip market share has exceeded 50%. Dae Electronics, Datang Microelectronics, Tongfang Microelectronics, and Shanghai Huahong have supplied 1.15 billion second-generation resident ID cards.
(V) Continuous improvement of external environment, innovation and development present vitality Continue to implement the No. 18 Document of the State Council, Notice on Certain Preferential Policies for Enterprise Income Tax (Cai Shui [2008] No. 1), etc. have been issued in succession to ensure the stability of IC industry policy. Sex has played an important role in promoting enterprises to expand production and guide social capital investment. Supported the construction of public service platforms such as Beijing and Shanghai, and initially formed a relatively complete public service system. The service capabilities in EDA design tools, intellectual property management, product evaluation, etc. continued to increase, and the development of SMEs was promoted. Investment and financing channels have gradually expanded, and a group of IC companies have been listed on the domestic main board, GEM, or overseas. High-end talents have accelerated their inflow and convergence into the integrated circuit industry. A large number of overseas high-end technical talents and management personnel have come to China to work or have returned to China to start their own businesses. Locally-developed industry leaders, high-level professional and technical talents and compound management talents have emerged constantly, and the industry has become more competitive. The ability to innovate has been significantly improved. China's integrated circuit industry has become one of the most active high-tech fields in innovation.
(I) Continuously growing industrial scale and rising international status During the “Eleventh Five-Year Plan†period, China’s integrated circuit production increased from 26.11 billion to 65.3 billion, with an average annual growth rate of 20.1%. Sales revenue increased from 70.21 billion yuan to 144.02 billion yuan, with an average annual growth rate of 15.4%. Among them, the integrated circuit design industry grew from 12.43 billion yuan to 36.39 billion yuan, an average annual growth rate of 24%, the fastest growth; chip manufacturing industry from 23.29 billion yuan to 44.71 billion yuan, an average annual growth rate of 14%; packaging and testing industry From 34.49 billion yuan to 62.92 billion yuan, the average annual growth rate of 12.8%. During the "11th Five-Year Plan" period, the average growth rate of China's integrated circuit industry is 10% higher than the average growth rate of the global integrated circuit industry (5.4%). It is one of the fastest growing regions in the global integrated circuit industry. China's integrated circuit sales revenue increased from 4.5% in 2005 to 8.6% in 2010. Output accounts for nearly 10% of the world's total, and its international status continues to increase.
(II) Increased capacity for independent innovation and breakthrough in mid-to-high-end products Independently designed product categories are constantly enriched, extending from the low end to the mid-to-high end. Network router chips, 3G mobile communication chips, mobile Internet chips, digital TV chips, CPUs, MCUs, and security chips are all successfully developed and occupied a certain market share. The successful development of the 40-nm TD-SCDMA multi-mode mobile phone chip has provided strong support for the promotion and application of the TD-SCDMA standard.
65-nanometer manufacturing process to achieve mass production, 45-nanometer manufacturing process will also be successfully developed and mass production in 2011; high-pressure technology, digital-analog hybrid and power devices and other specialized process modules developed successfully to meet domestic demand; 12-inch production line up to 5 , 8-inch production line up to 14. New packaging technologies such as BGA, CSP and MCP have been applied in some production lines. High-density ion etchers, high-angle ion implanters, and 45-nanometer cleaning equipment have made substantial breakthroughs, and some devices have been operating on the production line. Monocrystalline silicon, photoresist, polishing fluids, high-purity gases, and targets have made significant progress.
(III) The industrial structure was gradually optimized, and the pace of resource integration accelerated the proportion of the three major industries of chip design, manufacturing, and packaging and testing increased from 17.7%, 33.2%, and 49.1% in 2005 to 25.3%, 31%, and 43.7% in 2010. It has formed a parallel and coordinated pattern for the three industries. The industry's upstream equipment and materials industry has also made significant progress and formed a certain industrial scale. The industrial agglomeration effect is even more pronounced. The three agglomerations in the Yangtze River Delta, the Bohai Sea in the Beijing-Tianjin-Hebei region, and the Pan-Pearl River Delta continue to flourish, and the development of western towns such as Chengdu, Chongqing, and Xi’an is accelerating.
The cooperation between domestic design companies, chip manufacturing companies, and chip manufacturing companies continues to deepen. Datang Telecom (600198) shares in SMIC, BYD acquires Ningbo Zhongwei, and Shanghai Hua Hong NEC and Shanghai Grace Semiconductor jointly invest in Shanghai. Huali builds a 12-inch production line. Leading domestic manufacturers actively explore international mergers and acquisitions. Spreadon overseas acquisitions of RF chip company (Quorum), Changjiang Electronics Technology (600584, shares it) to acquire Singapore APS company, Inspur Group acquired Qimonda Xi'an R & D center, corporate technology capabilities and market competitiveness have greatly improved .
(IV) The company’s strength has been steadily improved, and its market development capability has been enhanced. By 2010, 332 integrated circuit design companies were identified, and 145 companies with integrated circuit reform and development committees were recognized as integrated circuit manufacturing companies. There are 4 integrated circuit companies that have entered the list of top 100 electronic information companies. More than 60 design companies had sales revenue of over 100 million yuan, and the highest sales revenue was 4.5 billion yuan. The sales revenue of two manufacturing companies exceeded 10 billion yuan. SMIC's 65-nm manufacturing process has accounted for 9% of total production capacity, making it the fourth-largest chip foundry company in the world.
Among the top 10 packaging and testing companies, the status of Chinese-funded enterprises such as Changjiang Electronics and Nantong Fujitsu has significantly increased. Changjiang Electronics has entered the ranks of the top 10 packaging and testing companies in the world. The market competitiveness of a number of advantaged design enterprises has increased significantly. Spreadtrum Communications and Lianxin Technology's TD-SCDMA terminal chip shipments have exceeded 30 million; Beijing Junzheng and Fuzhou Ruixin's multimedia processing chips have achieved a leading position in the market; National Technology (300077, share bar)'s USBKEY security chip domestic market share Over 70%; Suzhou Guoxin's cumulative embedded CPU shipments exceeded 100 million; digital technology TV and Hangzhou Guoxin's digital TV chips have broken foreign monopoly, and the digital TV channel demodulation chip market share has exceeded 50%. Dae Electronics, Datang Microelectronics, Tongfang Microelectronics, and Shanghai Huahong have supplied 1.15 billion second-generation resident ID cards.
(V) Continuous improvement of external environment, innovation and development present vitality Continue to implement the No. 18 Document of the State Council, Notice on Certain Preferential Policies for Enterprise Income Tax (Cai Shui [2008] No. 1), etc. have been issued in succession to ensure the stability of IC industry policy. Sex has played an important role in promoting enterprises to expand production and guide social capital investment. Supported the construction of public service platforms such as Beijing and Shanghai, and initially formed a relatively complete public service system. The service capabilities in EDA design tools, intellectual property management, product evaluation, etc. continued to increase, and the development of SMEs was promoted. Investment and financing channels have gradually expanded, and a group of IC companies have been listed on the domestic main board, GEM, or overseas. High-end talents have accelerated their inflow and convergence into the integrated circuit industry. A large number of overseas high-end technical talents and management personnel have come to China to work or have returned to China to start their own businesses. Locally-developed industry leaders, high-level professional and technical talents and compound management talents have emerged constantly, and the industry has become more competitive. The ability to innovate has been significantly improved. China's integrated circuit industry has become one of the most active high-tech fields in innovation.
Myled Electronics Technology Co., Ltd. , http://www.my-ledlight.com