One of the cores of the information industry in the integrated circuit industry is the key force leading a new round of technological revolution and industrial transformation. Since the "13th Five-Year Plan", my country's integrated circuit industry has grown rapidly and leading companies have emerged. However, the overall competitiveness of the industry needs to be improved. How will my country's integrated circuit industry develop during the "14th Five-Year Plan" period? This article will analyze it from two aspects: development focus and development goals.
1. Review of the development of the "Thirteenth Five-Year Plan"
——The domestic market is growing rapidly and the trade deficit is expanding
One of the cores of the integrated circuit industry is the information industry. It is the key force leading a new round of scientific and technological revolution and industrial transformation. Since the "13th Five-Year Plan", my country's integrated circuit industry has grown rapidly. In 2020, the sales volume of the integrated circuit industry reached 884.8 billion yuan, with an average growth rate of 20%, which was three times the global industry growth rate during the same period. But at the same time, my country's integrated circuit import and export trade deficit has expanded overall, reaching US$233.44 billion in 2020.
——China’s leading companies have emerged, and their overall strength needs to be improved
In the competitive landscape of the global integrated circuit industry, the United States is still the only one, with mainland China and South Korea rapidly development, while Europe, Japan, and Taiwan, China have declined.
Driven by national policies and market demand, a number of leading companies have emerged in China. In the integrated circuit design segment, there are HiSilicon Semiconductor, OmniVision Group, Zhixin Microelectronics and other companies; in integrated circuits In terms of R&D innovation, Inspur Intelligent, Huahong Group and Yangtze River Storage Technology ranked high in the number of patent disclosures in 2020.
2. Interpretation of the key development points of the "14th Five-Year Plan"
——Technology, technology, research and development, wide bandgap semiconductors
According to the "14th Five-Year Plan" "Planning Outline and Outline of Long-term Goals for 2035", during the "14th Five-Year Plan" period, my country's integrated circuit industry will focus on four aspects: technological upgrading, process breakthroughs, industrial development and equipment and material research and development:
In addition, During the national "Two Sessions" in 2021, deputies to the National People's Congress provided suggestions and suggestions for the development of the integrated circuit industry around financial support models, third-generation semiconductor development, and the sharing of industrial resources:
—— Focusing on the development of the four major links
In 2014, in order to support the development of the integrated circuit industry, the State Council issued the "National Integrated Circuit Industry Development and Promotion Outline". The "Outline" puts forward the development goals of my country's integrated circuit industry from 2015 to 2030, and proposes main tasks and development priorities from four aspects: integrated circuit design industry, manufacturing industry, packaging and testing industry, and key equipment and materials.
3. Interpretation of the development goals of the "14th Five-Year Plan"
——2030: The main environment of the industrial chain will reach the internationally advanced level
According to the "National Integrated Circuit Industry According to the development goals put forward in the Development Promotion Outline, by 2015, the sales revenue of the integrated circuit industry will exceed 350 billion yuan; by 2020, the average annual growth rate of sales revenue in the industry will exceed 20%. As of the end of March 2021, these two goals All completed. Looking forward to 2030, the main links of my country's integrated circuit industry chain will reach the international advanced level, and a number of companies will enter the first echelon of the world and achieve leapfrog development.
In addition, according to the "Made in China 2025" key area technology roadmap issued by the National Manufacturing Power Building Strategic Advisory Committee, specific quantitative development goals are proposed for the market size and production capacity scale of the integrated circuit industry:< /p>
——A summary of the development goals of various provinces and cities
In addition, various provinces and cities across the country have also proposed development during the "14th Five-Year Plan" period focusing on the industrial scale and number of leading companies in the integrated circuit industry. Goal:
——For more industry-related data, please refer to the "China Integrated Circuit Industry Market Demand Forecast and Investment Strategy Planning Analysis Report" by the Qianzhan Industry Research Institute