China's semiconductor industry over the next decade "vanguard"
From:JMCX
2012-10-24
Decade of sword , speaking on the Chinese semiconductor industry , IC design industry has been basically build a good juvenile type . For decades, China 's IC design industry in the industrial scale , product innovation , technology has made great strides to become China 's IC industry to adjust and optimize the structure, change the mode of development of the industry , driven by an active force , to show the world its development of a new image and uplifting spirit.
Decade of sword , speaking on the Chinese semiconductor industry , IC design industry has been basically build a good juvenile type . Over the past decade , the State Council issued " to encourage the development of the software industry and integrated circuit industries a number of policy " ( referred to No. 18 ) to implement a decade . For decades, China 's IC design industry in the 18th Man Inspired by the spirit of relying on it to create a policy environment and unprecedented unique Chinese IC application market , the introduction of a large number of foster and expand foreign investment, returnees , and other public and private ownership IC design excellence and backbone enterprises in the industrial scale, product innovation , technology has made great strides to become China 's IC industry to adjust and optimize the structure, change the mode of development of the industry , driven by an active force , to show the world a new image of its development and uplifting spirit.
" Pai Tau forces " status has been determined IC design industry weights increased dramatically , showing its structural optimization and adjustment of China's IC industry , industrial development patterns influence increasingly important.
According to the Design Branch of China Semiconductor Industry Association statistics show that from 2001 to 2011 decade, China 's IC design industry average annual growth rate of 52.3% , compared to the global Fabless 12.8 %, higher than 39.5 percent. Especially in 2008 and 2009 under the influence of the international financial crisis , the global IC design industry is only 2.4% and 1.3 % growth , while China 's IC design industry remained 34.8% and 5.5 % growth. 2001 ~ 2011 , China's IC design industry from 2001 to 12.3 million yuan to 68.68 billion yuan in 2011 , expanding by 55.8 times , over $ 10 billion for the first time , to consolidate the world's first three position. Moreover, China's IC design industry accounted for the IC industry rose from 6.6% in 2001 to the development of 36.2% in 2011 , to enhance the rate of 29.6 percent ; Fabless industry accounts for the same period, the global sales of the proportion of the global IC industry to enhance the rate of only 9.4 percentage points , highlighting the Chinese IC design industry on the domestic IC industry restructuring, industrial development mode shift strong role in promoting .
Restructuring in the industry , through the "fifth " and " Eleventh Five-Year " efforts , the domestic IC industry structure - IC design industry , chip manufacturing , packaging and testing has been from 2001 to 7:22:71 , developed to 2011 years 36:27:37 , namely IC design industry weights significantly improved by 29 percentage points , chip manufacturing improved 5 weight percent. Design Branch of China Semiconductor Industry Association Deputy Secretary-General Zhao Jianzhong analyzed, which is not difficult to see that China IC design companies on the local chip foundry (Foundries) revenue contribution has great development space, demonstrating its commitment to China 's IC industry structure optimal adjustment of industrial development patterns influence and increasingly important role .
In the product area , through decades of efforts, China has independently developed IC products have emerged a large number of competitive , high-performance integrated circuit products , such as mobile communication terminal core chips , tablets core chips, mobile Internet devices (MID) chips, digital TV chips , electronic payment chips and CMOS camera chip , etc., involved in network communications, computer , multimedia , IC card and RFID smart labels, navigation , analog circuits, power electronics , consumer electronics and other eight major areas.
In addition, China's IC design level has entered the mainstream of the world's 65nm ~ 40nm technology, and showing 40nm, 90nm ~ 65nm and 0.11 -micron and above, multi-generational , multi-technology coexist.
Faced with weak anti-risk and competition issues China 's IC design industry technology level mainly depends on the introduction or cooperative , yet to master the core technology, industry less competitive .
Although the past decade groundbreaking decade , but look at the development of IC design industry at home and abroad , the Chinese IC design industry with the international advanced level there is still a certain gap . Although China's IC design has a third in the world , but its economic size is determined by the total amount of 534 companies piled up , the technology level mainly depends on the introduction or cooperative , yet to master the core technology, industry less competitive ; 2011 just emergence of the "quality l volume down" the momentum has not yet formed , the international top ten IC design companies have not yet cultivated , virtual IDM model development industry environment has not yet formed and so on.
Zhao Jianzhong said that these problems are mainly manifested in two aspects: First, the leading low energy levels and backbone enterprise groups , individual body mass is small, weak anti-risk . Second, low innovation enterprise clusters , industrial ecology environment is poor, weak market competition .
As can be seen from a series of digital IC industry in China is weak evidence against risks . In 2008 ~ 2009 and 2009 ~ 2010 , the representative of the United States as the world changes Fabless absolute growth rate , only 1.1% , 12.3% ; while China was 29.3% and 39.1% , which fully shows U.S. leading groups as large capacity, individual body mass is also large , not only to withstand the international financial crisis, ability, and the economy is recovering and will not appear onrush ; while China has revealed the impact of international financial crisis , and the economy is recovering turn aggressive when no ability to control the situation .
In response, Beijing Innovation Technology Co., Ltd. Zhao Yi Wei , vice president He also said : "The design industry is a leader in the semiconductor industry , our country is the lack of some of the strength to participate in global competition leading enterprises. A design company can gain a foothold and quickly growth , it is easy died halfway or others annexation . "
Weak competitiveness in the market 's performance as evidenced from the market share . Although mainland China is already the world's largest IC application market, but in 2011 accounted for the Chinese mainland market before 10 suppliers both are foreign IC giants . This 10 enterprises in the Chinese mainland 's total revenue was 410.06 billion yuan , corresponding to the same period accounted for 40.74 percent of China's IC market , involving mainly the high-end integrated circuit products , high-performance micro- chips (CPU, MPU, MCU , DSP, etc. ), analog circuits, sensors , standard application specific integrated circuit (ASSP) and the large capacity memory and the like .
To this end, China 's IC design industry in a " prominent contradictions " complicated situation , the road ahead is still long way to go . For IC design industry two major problems encountered in the development , Zhao Jianzhong gives two coping strategies: First, improve the leading backbone enterprise groups and levels , increased body mass, enhance the anti- risk ability . Which is the key to increased industrial concentration , improve enterprise cluster level . Second is to improve enterprise clusters innovation, improve the industrial environment , and enhance market competitiveness. Which is the key to enhance the level of industrial innovation , architecture, self-control from the IC industry chain system .
Future opportunities than challenges remain deployed and a series of major policies, for China's IC design industry is advanced in the world to create a favorable policy environment.
But the IC industry as a fundamental and strategic importance of the industry can not be ignored , the state has also developed a development plan for the next decade . " IC industry," second five "development plan " clearly states that by 2015 , China 's IC industry sales income will reach 330 billion yuan , the chip design industry in total industry sales revenue will increase to 1/ 3 ( to 110 billion million ) , maintaining and even across the world's third position ; while , to 2015 , cultivating 5 to 10 sales of more than $ 2 billion enterprise backbone design , a design firm to enter the global top 10 ( about 80 billion yuan ) , which has become more than $ 1 billion international club members ; design standards to meet international mainstream 22nm technology .
"China's IC design industry development opportunities outweigh the challenges ." Zhao Jianzhong said with certainty , "because there are two protection factors: First, China's IC market in its own supply and demand gap for China's IC design industry to create a huge market for environmental sustainability and space. two series of major central government to deploy and policies, for China IC design industry in China's IC industry in the first advanced in the world , to create a favorable policy environment , has injected new impetus . "
As IC enterprises are also actively planning challenges. HE Wei told the " China Electronics News" reporter : "Every product has its life cycle , the current problems we face is a new generation product launch time point problem, time to market sooner get in return from the market , the higher to solve this problem, the only way is to accelerate the next generation of technology pace of product development , increase new product development efforts, which requires us to coordinate joint investment and production plants to resolve . "
Wang Shuyu Spreadtrum Marketing Manager , said: "As the domestic IC design companies , to identify product and market positioning, improve product competitiveness , good customer service , and ditto downstream enterprises to maintain good cooperation ." Galaxycore Zhao Lixin , general manager also pointed out : "The domestic IC industry gap with foreign barriers to technology patents mainly foreign companies has been in operation for decades , relying on the accumulation of patents can get stuck our domestic IC design companies , we can only rely on technological breakthroughs , technological innovation, it can stand World IC industry . "
IC design industry in boosting the development of strategy, HE Wei said: "In some have better growth enterprises special development , the government should give them all resources of particular concern. Countries should be tilted to various major projects with enterprises as the main body , with good market prospects of the company's R & D projects , selective focus design enterprise , merit support its development . designs on the company's growth will give bring the whole industry chain downstream linkage effects , thus promoting the localization industry chain the coordinated development . "
Ole also pointed out the importance of talent , he said: "The accumulation of talent and training is the key to the development of the IC industry . Early days we rely on overseas talent , to make our country stronger IC industry , but also need to rely on domestic nurtured rookie the market gives us opportunities for industrial development , the state of industry support is unprecedented . "
Future China 534 IC design enterprises will face three choices : either self or others " integration and restructuring " out, really become a big company ; either find a dedicated market space to operate , as IC / IP design service or application solutions company the new roads ; or is fend for themselves out of the market . This option in the "five " period will become IC design enterprise " integration and restructuring ," the inevitable trend.