中文
Integrated Circuits: Two-wheel drive industry jumpedTime:2018-01-16

As a strategic, basic and leading industry, integrated circuits are an important support for fostering strategic emerging industries and developing the information economy. Their core status in the field of information technology is very prominent. Since entering the 21st century, in order to promote the development of the integrated circuit industry, our country successively promulgated the documents No. 18 of Guo Fa [2000] and No. 4 of Guo Fa [2011] and implemented the "Major National Science and Technology Project" and introduced the " Integrated Circuit Industry Development Promotion Program. "

Driven by the drive of the market and the double-wheel drive of policies, the strength of the IC industry in China has been rapidly improved. IC design technologies in key areas such as mobile intelligent terminals, network communications and the Internet of Things have reached the international advanced level. The 28nm manufacturing process has achieved large- Leading companies continue to profitability, packaging technology and global synchronization, key equipment and materials into the international procurement system.

Overall good design and manufacturing development outstanding

Since the "12th Five-Year Plan", with the support of the state in the integrated circuit industry has been significantly increased, intensive measures have taken place in the fields of financing, taxation and fees, etc. China's IC industry has entered a phase of accelerated development. Industries The scale increased from 218.55 billion yuan in 2012 to 433.55 billion yuan in 2016, almost doubling in five years.

According to statistics from the Ministry of Industry and Information Technology, in 2016, China's semiconductor industry achieved a total investment of 100.113 billion yuan in fixed assets, of which 87.797 billion yuan was invested in the integrated circuit industry, an increase of 31% over the same period of last year. Driven by the market and policy support, the strength of all aspects of the integrated circuit industry in our country has been greatly enhanced. In particular, the wafer manufacturing, which is the basis of the design industry and the integrated circuit industry, which is regarded as the leading industry of the integrated circuit industry, has been more obvious.

IC design industry has developed very rapidly in recent years. According to the China Semiconductor Industry Association (CSIA), the IC design industry grew 24.1% in 2016, 4% higher than the national IC industry, 11.8% higher than the global design industry, and the sales volume reached 1 644 300 million yuan, not only for the first time beyond China's IC packaging and testing industry 156.43 billion yuan of sales revenue in the IC industry is the largest share, and more than China's Taiwan IC design industry sales.

Design business scale has improved significantly. According to CSIA Design Branch statistics, the number of enterprises with sales of more than 100 million yuan reached 161, an increase of 18 compared with 2015, an increase of 12.59% and accounting for 11.9% of the total number of industry enterprises in the same period. Among them, not only Into the global IC design industry in the top ten of Shenzhen Haisi, Ziguang Zhaorui, also emerged in the semiconductor, Shenzhen Zhongxing Microelectronics and Beijing Zhizhi and a number of key enterprises. The total number of design enterprises in China increased from 736 in 2015 to 1,362 in 2016, and 626 startups were newly established in one year. The number of enterprises increased by 85.05%, making the number of IC design practitioners reach 130,000 .

The wafer manufacturing industry continues to improve. SMIC shipments advanced manufacturing process, Huali micro-technology advances in production lines, and Honghua Grace, China Resources Microelectronics 8-inch production line at full capacity operation. In 2016, the domestic wafer manufacturing industry maintained a high growth rate of 25.1% with an industry scale of 112.69 billion yuan. The growth rate was the highest among the three industries in design, manufacturing and packaging and testing, and the technical level continued to improve.

The domestic packaging and testing industry also maintained steady growth. Driven by substantial increases in both domestic design orders and overseas orders in 2016, its size reached 156.43 billion yuan, a year-on-year increase of 13%. According to CSIA ICSCC statistics, there are a certain number of domestic IC packaging and testing enterprises in the country mainly in the Yangtze River Delta (50), the Pearl River Delta (11) and the Beijing-Tianjin Bohai Bay area (13), accounting for 56%. 2%, 12.4% and 14.6%. The geographical advantages in the central and western regions, especially in Xi'an, Wuhan and Chengdu are also continuing to be prominent. The IC packaging and testing industry has been continuously developed in 2016, accounting for 12.4% of the total.

Key enterprises continued to emerge significantly enhanced

In the development of these years, the IC industry in our country not only shows a good attitude of steady growth but also emerges a batch of key enterprises that are influential in the world.

In the field of design, Shenzhen Haisheng and Ziguang Zengrui have respectively entered the sixth and tenth places of the top ten in the global IC design industry. Among the top 50 global IC design rankings released by ICinsights in 2016, the design enterprises that China has entered have reached 11 Family.

China's top ten design enterprises access threshold from 1.79 billion yuan in 2015 increased to 2.05 billion yuan, China's top ten IC design companies total sales of 69.31 billion yuan, an increase of 25% over 2015 , Which accounted for 42.15% of the total IC design industry sales.

Among them, Hisilicon achieved sales of 30.3 billion yuan in 2016, becoming the first IC design company in China that exceeded 30 billion yuan in sales, ranking first among domestic IC design companies. According to IC Design Branch statistics show that access to China's top 50 companies threshold 420 million yuan, total sales of 102.67 billion yuan, accounting for 164.43 billion yuan industry sales of 62.4%. Their growth shows that the level of enterprise clusters in China's IC design industry has undergone qualitative changes, laying a solid foundation for the development of the world's advanced industries in 2020.

In the field of wafer manufacturing, there are also a number of enterprises with international influence. SMIC ranked fourth in the global foundry business in 2016 with sales of 2.91 billion U.S. dollars, up 30.3% over the same period of last year. In 2016, SMIC's 65nm and less than 65nm process sales accounted for 44.6% of total sales. At present 28nm process sales accounted for a relatively low, is expected in 2017 28nm process node sales will likely reach 7% to 9%.

SMIC's proportion of sales from customers in China increased from 47.74% in 2015 to 49.7% in 2016. In 1986, SMIC acquired 70% of the corporate capital of LF0undry, a pure foundry in Italy, for 49 million euros, taking the company a step toward the automotive chip market. In the next six years, SMIC also announced the construction of three production lines, including a total cost of 67.5 billion yuan to build a new 12-inch production line in Shanghai, a 12-inch production line in Shenzhen and a third phase of Beijing and a further expansion of 1.5 billion U.S. dollars 8-inch production line in Tianjin and plans to build 8-inch project in Ningbo, Zhejiang Province.

Shanghai Huahong Grace ranks eighth in the global foundry business. In 2016, the Company successfully completed its annual expansion of production capacity with a monthly capacity of 155,000 pieces of 8-inch wafers. Its sales revenue hit a record high of US $ 721.4 million, an increase of 11.0% over the same period of last year; its net profit increased by 14.5% % To 128.8 million US dollars, maintaining a 24 consecutive quarterly profit. Companies and customers to jointly develop and produce the bank card security chip has access to international EMVCo chip security certification, CCEAL5 + certification and MasterCard CQM certification. The company has become China's top ten IC enterprise invention patents authorized enterprises.

Shanghai Huali Group, both Shanghai Huali Microelectronics, the development of 55nm image sensor technology, is currently the most advanced image sensor technology platform, but also the only use of 12-inch 55nm process nodes for high-end image sensor chip manufacturing, and the earliest Into the mass production of foundry. Driven by the growth in the smartphone market, benefited from the dual lens market demand, Huali Micro image processor chip shipments continued to grow steadily.

Huali Micro also provides industry-compatible 6V medium-voltage devices and 32V high-voltage device technology platform, with the advantages of low cost and low power consumption. Huali's total investment of 38.7 billion yuan of 12-inch advanced technology production line officially started in December 2016, the project is the "909 Project" of the second upgrade project, the project will be completed after the completion of a production capacity of 40,000 12-inch chip Production lines, technology covering 28nm-14nm.