" China's integrated circuit market accounts for 62.8 percent of global demand and is the world's largest integrated circuit market." "Huo yutao, director of the IC research institute at the saidi think tank, told reporters that China's IC industry has maintained rapid growth driven by the market, its technological innovation capability has been improved, the strength of key enterprises has been greatly enhanced, and the support capability of industrial development has been significantly enhanced.
Rapid industrial scale growth
"With the support of market demand and relevant national policies, China's integrated circuit industry has maintained a high and steady development trend."Said ding wenwu, chairman of China high-end chip alliance and President of national integrated circuit industry investment fund.
In 2016, China's output of integrated circuits was 132.9 billion pieces, up about 22.3 percent year-on-year.Annual sales reached 43.35 billion yuan, up 20.1 percent year-on-year, far higher than the global growth rate of 1.1 percent.The regional agglomeration and development effect is more obvious. The three major industrial cluster areas of the Yangtze river delta, the pearl river delta and the beijing-tianjin ring bohai sea are developing rapidly, with sales accounting for more than 90% of the total national scale.
"On the whole, China's integrated circuit industry is developing in the direction of high technology content and its industrial structure is more optimized and reasonable."Huo yutao said.
A typical performance is the chip design industry has increased the proportion.According to huo yutao, closed testing has long been a high proportion of China's integrated circuit industry due to relatively low technical barriers, small investment and quick results.However, with the gradual enhancement of the strength of domestic chip design enterprises, the proportion of design industry in the industrial chain has increased steadily. Since 2015, the proportion of design industry in the industry has exceeded that in the closed testing industry.
The proportion of each link in the industrial chain tends to be reasonable.Driven by multi-level demands such as mobile intelligent terminals, IPTV and video monitoring, cloud computing, big data and intelligent hardware innovation, chip design industry achieved sales revenue of 164.43 billion yuan in 2016, up by 24.1% year-on-year.Benefiting from the growth of orders in the chip design industry, the capacity utilization rate of the chip manufacturing industry continued to be fully loaded, and the sales revenue reached 112.69 billion yuan in 2016, up 25.1 percent year-on-year.Due to the full capacity of the manufacturing industry and the impact of overseas mergers and acquisitions, the closed beta industry achieved sales revenue of 156.43 billion yuan in 2016, up 13% year-on-year.
" the chip design industry, which accounts for nearly 40 percent, will bring a large number of orders for the downstream chip manufacturing and packaging testing, effectively promoting the coordinated development of the industrial chain.Many places, such as wuhan, shenzhen, hefei and quanzhou, are planning or starting to build memory chip production lines."Said xia yan, an analyst at the institute of integrated circuits, a think tank.
Capital operations are becoming more active.
On March 28, 2017, China development bank and China core investment management co., ltd. signed cooperation agreements with tsinghua unigroup and tsinghua unigroup respectively. Unigroup will receive investment and financing support of up to 150 billion yuan and focus on developing integrated circuit related business sectors.
The investment in IC industry is large and the return is slow. It is an industry that "burns money", but the capital enthusiasm does not decrease. In 2016, the investment scale in China's IC manufacturing sector increased by 31.1%.
Huo yutao believes that the prosperity of the investment and financing market of the integrated circuit industry cannot be achieved without the financial and policy guidance of national and local governments.Since the outline of national integrated circuit industry development and promotion program was issued in 2014 and the national integrated circuit industry investment fund was established, local governments have set up local investment funds one after another, leveraging the investment of social capital in the integrated circuit industry.
It is understood that by the end of 2016, the national integrated circuit industry investment fund had invested more than 80 billion yuan to support the integrated circuit industry.Driven by national funds, local funds, social capital and financial institutions pay more attention to the integrated circuit industry, and the financing difficulties for the industry have initially eased.