Vigorously developing China's integrated circuit chip manufacturing is a top priority

- Apr 23, 2020-

Vigorously developing China's integrated circuit chip manufacturing is a top priority

The "Outline for the Development of the National Integrated Circuit Industry" was formally released and implemented, which quickly attracted great attention in the industry. As far as the current status quo is concerned, there is still great development pressure in China's integrated circuit industry, especially the short board of China's integrated circuit chip manufacturing industry is relatively prominent. Whether it is sales growth or the proportion of the three industries, it is at a disadvantage. This is reflected not only in the gap with the international advanced level, but also in the huge deficit in the import and export of integrated circuits.


Although the current level of China's design industry is basically in sync with foreign countries, there are still many high-end chips that are not imported. They are mainly entrusted by domestic design companies to foreign OEMs or partially commissioned by domestic and foreign-funded enterprises. This shows that China's integrated circuit chip manufacturing technology and production capacity are serious. It lags behind and is far behind the international advanced level. Therefore, it is a matter of urgency to alleviate the large domestic demand for imported integrated circuits as soon as possible, and vigorously develop China's integrated circuit chip manufacturing industry. It is also one of the major development goals of the "National IC Industry Development Promotion Program".


Technological progress is seriously lagging behind


According to the statistics of China Semiconductor Industry Association, the annual revenue of China's IC design industry in 2013 was 87.448 billion yuan, about 14.2 billion US dollars, an increase of 28.51% over the previous year, accounting for 16.73% of the global integrated circuit design industry. Although the domestic design level is basically synchronized with foreign countries, reaching 28nm, but many high-end chips, such as desktops, portable computers, high-performance servers, high-end network equipment chips are almost all imported.


In China's chip manufacturing industry, according to the statistics of the China Semiconductor Industry Association, the annual revenue of the manufacturing industry in 2013 reached 60.86 billion yuan, an increase of 19.9% over the previous year. Among them, the total revenue of local enterprises is 26.66 billion yuan, accounting for 58.7% of the total revenue of China's top 10 chip manufacturing enterprises (including foreign capital) of 45.41 billion yuan, and 44.37% of the total revenue of China's chip manufacturing industry. In terms of advanced technology, the technological progress is seriously lagging behind. Only SMIC has advanced manufacturing technology (line width below 40nm), and the technical level is 1.5 generations different from the international advanced level.


Chip manufacturing capacity is seriously insufficient


Manufacturing resources are decreasing. Since 2008, a group of traditional IDM companies have or will stop building new production lines and gradually transform into integrated circuit design companies. It is expected that the value of the capacity required for outsourcing is about US $ 30 billion, and the demand for capacity will be very strong. The gap between the existing capacity of China's chip manufacturing industry and market demand is huge, with a total 12-inch monthly capacity of less than 50,000 wafers. Among the top ten manufacturing enterprises, Tianjin Zhonghuan and Jilin Huawei mainly focus on device manufacturing, while Xi'an Microelectronics focuses on aerospace devices. In terms of production capacity, since the second half of 2012, the production capacity of advanced technology has been in short supply. It is foreseeing the prospect of tight production capacity in the next 5 to 10 years. Samsung, TSMC, Global Foundries and other companies have invested heavily in expanding production every year, and we can foresee this happening, but have not yet been able to take effective measures.


Chip manufacturing is seriously out of tune in the development of the three industries


According to the statistics of China Semiconductor Industry Association, the sales of China's integrated circuit industry was 250.851 billion yuan in 2013, a year-on-year increase of 16.2%. Among them, the design industry was 80.88 billion yuan, up 30.1% year-on-year; the manufacturing industry was 60.86 billion yuan, up 19.9% year-on-year; the packaging and testing industry was 109.885 billion yuan, up 6.1% year-on-year. In 2013, China's integrated circuit wafer industry sales revenue growth rate was still significantly lower than the design industry, only 60.86 billion yuan, accounting for only 24.0% of the country's total value of the industry, the proportion of the three industries is still in an unbalanced state.


According to the practice of the ratio of the three industries in the world's integrated circuit industry, 3: 4: 3 is a relatively balanced development, and according to the current level of the 3: 3: 5 ratio of the three industries in China, it has been seriously unbalanced. Faced with the current level of China's design industry is basically synchronized with foreign countries, the packaging and testing industry has almost followed the status quo of the international pace, the shortcomings of the chip manufacturing industry is particularly prominent. Integrated circuit chip manufacturing is the core body of the integrated circuit industry chain. Therefore, when emphasizing application cutting and design advancement, you must not underestimate the development of chip manufacturing. If you lose chip manufacturing, the integrated circuit industry is like being digged out of the heart. A fragile integrated circuit industry in chip manufacturing is only a serious one at best. Heart patient.


Manufacturing OEMs integrate into global industrial competition


As of the end of 2013, there were 64 integrated circuits with more than 4 inches of integrated circuits in China. Among them: 7 12-inch production lines, 15 8-inch production lines, 20 6-inch production lines, 9 5-inch production lines, and 13 4-inch production lines (Samsung Xi'an 12-inch production line went into operation in May 2014, Zhuzhou CSR (The 8-inch production line may be put into operation in June 2014, and is not included in the calculation for now). IC manufacturing OEMs such as SMIC, Huahong NEC, Huali Semiconductor, China Resources Microelectronics, Wuhan Xinxin, Hejian Technology, TSMC (Shanghai), and Shanghai Advanced have emerged. These enterprises have entered the international market and integrated into global industries. competition. According to SIA reports, the global IC wafer foundry industry was US $ 42.84 billion in 2013, an increase of 14%. It is the fastest-growing industry in the global semiconductor industry, while China s foundry business accounts for only about 20% of the global foundry business market. There is only one enterprise that has entered the international advanced manufacturing technology. Most of China's chips still need to be commissioned by foreign OEMs or domestic and foreign companies. It can be seen that China's chip manufacturing industry will play a more important role in the future leap-forward development of China's semiconductors. It is not enough to count on the current foundry capabilities of SMIC and China.

 "Two out" reality is grim


The development status of China's integrated circuit industry has led to the severe reality of the "two outsides" of the integrated circuit industry. On the one hand, the products of integrated circuit design companies are mainly processed in overseas or foreign companies; on the other hand, the main business of integrated circuit manufacturing companies is also overseas. According to statistics from the General Administration of Customs, China imported US $ 231.34 billion of integrated circuits in 2013, an increase of 20.4% year-on-year; in 2013, China exported US $ 87.7 billion of integrated circuits, an increase of 64.1% year-on-year. The import and export deficit was US $ 143.64 billion. Taiwan, South Korea and Malaysia are the top three sources of integrated circuit imports in China. In terms of exports, Hong Kong, China, Taiwan and Singapore are the top three in China's integrated circuit export market. From the perspective of imports, domestic demand for imported integrated circuits is large and overseas OEM business accounts for a considerable proportion. The larger increase in exports reflects the rapid development of domestic industries, but the difference in import and export prices shows that imported products are more advanced than exports.


Based on the total output value of China's integrated circuit design enterprises of US $ 14.2 billion in 2013, our design enterprise's capacity demand is US $ 10.9 billion. If 50% of the company's products can be processed in the mainland foundry, there is also US $ 5.45 billion. Let's look at chip manufacturing companies again. In 2013, China's OEM manufacturing capacity for domestic design companies was approximately US $ 1.915 billion. In this way, there is a gap of US $ 3.535 billion between the demand and supply of China's chip design and manufacturing. This shows that China's contract manufacturing gap is still very large. To change the chip manufacturing industry to keep pace with others, it takes the courage and courage of entrepreneurs to solve the dilemma of "two outs" as soon as possible.


In addition, the gap in the domestic integrated circuit industry is also reflected in the lack of concentration in the industrial layout, serious shortage of investment, and core technology and key equipment controlled by people. At the same time, the ecological environment for the development of China's integrated circuit industry needs to be optimized, and there is insufficient coordination between the upstream and downstream of the industrial chain of design, manufacturing, packaging and testing, and special equipment, instruments, materials, etc. The interaction of chips, software, complete machines, systems, applications and other links is not close.


Developing China's integrated circuit chip manufacturing industry has become a consensus


Not long ago, SMIC cooperated with Wuhan Xinxin, Tsinghua University, Peking University, Fudan University, and the Institute of Microelectronics of the Chinese Academy of Sciences to establish the "Integrated Circuit Pilot Technology Research Institute" to work together to build the most advanced integrated circuit process technology research and development institution in China. There will be divergences and resistances in terms of ideas and interests in the process, but this step will certainly be a good example of consensus in the industry. With the continuous advancement of semiconductor process technology, after entering the 20-nanometer node, the difficulty of technology development and investment have increased significantly. If the power of enterprises and scientific research institutions can be integrated on these cutting-edge technology nodes, the efficiency and progress of research and development will be greatly improved. I sincerely hope that "Integrated Circuit Pilot Technology Research Institute" will be committed to integrating domestic IC industry chain R & D resources and creating a public platform that can link equipment manufacturers, material suppliers, foundries, design companies and scientific research institutions. This is not only a technological innovation platform combining production, learning, research and application, but also a verification platform that provides large production conditions for the research and development of domestic special equipment and materials.


As a matter of urgency, we must accelerate the development of the integrated circuit manufacturing industry with the help of the "Outline for the Advancement of the National Integrated Circuit Industry", seize the favorable opportunity of technological change in the integrated circuit industry, break through investment and financing bottlenecks, and continue to promote the construction of advanced production lines. I heard that the National Industrial Investment Foundation and the local industrial investment fund have demonstrated large-scale chip manufacturing projects that have invested $ 15 billion. Accelerate the development of three-dimensional process, and promote the construction of 22 / 20nm and 16 / 14nm chip production lines as soon as possible. Enhance the comprehensive capability of chip manufacturing, promote the improvement of design level with the improvement of process capability, and promote the development of key equipment and materials with the construction of production lines.

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