The goal of made in China 2025 is clear, and it is still difficult for semiconductors to "surpass South Korea and catch up with the United States"
one of the major goals of promoting "made in China 2025" is to become a "powerful country" from a large manufacturing country, among which strengthening the strength of independent semiconductor design and manufacturing is a major focus, which is the core of driving "made in China 2025" to achieve ten key industrial areas
for this reason, in addition to the policy of injecting a large amount of funds to support the development of domestic semiconductor manufacturing, it has developed rapidly in the field of special chip ASIC and IC Design in recent years. According to statistics, at least 46 semiconductor projects will be invested in all parts of the country in the next three years. By 2019, China is expected to surpass South Korea and become the world's largest country for the purchase of new semiconductor equipment, although carbon nanotubes also belong to the isomer member of the carbon material family. But even so, it is estimated that domestic semiconductors still depend partly on overseas imports after all, and it is unlikely to achieve full self-sufficiency
there is still a big gap with the world-class.
according to the policy objectives, China's semiconductor industry will reach an output scale of 305billion US dollars by 2030, and can meet the needs of 80% of the local semiconductor market. Compared with the output scale of 65billion US dollars in 2016 and meeting the needs of 33% of the local market, it can grow significantly, so as to get rid of the degree of external dependence
however, at present, the United States still controls most of the core semiconductor technologies. For example, in 2015, the United States accounted for 51% and 62% of the global revenue in terms of integrated component manufacturing (IDM) and fabless semiconductor companies, respectively, much higher than other countries or regions, which shows that most of the high-end semiconductor IP core technologies are in the hands of American enterprises
on the contrary, in 2015, the proportion of revenue generated by IDM and fabless semiconductor companies in China was only 0% and 10% respectively, which was significantly lower than that of the United States. Even though artificial intelligence (AI) and IOT related start-ups have emerged in recent years and become more and more active in some special chip fields, there is still a large gap with the United States in terms of semiconductor core technology
as for the semiconductor manufacturing and packaging and testing end, the proportion of revenue created by China in 2015 was only 7% and 12% respectively, significantly lagging behind that of other countries or regions. Therefore, driven by "made in China 2025", China has continued to invest heavily in semiconductor manufacturing in recent years
investment in at least 46 domestic projects in the next three years
according to the survey of the International Semiconductor Industry Association (semi), the proportion of new semiconductor equipment purchases in China has increased year by year since 2015, and is expected to rise from about 5% in 2015 to about 12% in 2018. In 2018, it is expected that China will also become the second largest country in the world to purchase lower conductor equipment with new semi bow rings fixed on the middle crossbeam, only second to South Korea, By 2019, it is expected to surpass South Korea to become the world's first. In addition, in the next three years, at least 46 large-scale semiconductor projects in China will be invested, which shows China's determination to accelerate the layout of semiconductor manufacturing and design in recent years
with this momentum, Sheng Linghai, an analyst at Gartner, a market research organization, believes that the first step is to see whether it can compete with South Korea and Taiwan, China, and then slowly see whether it can compete with the United States, because it takes more than two days to reach the level of competition with the United States
in the current ranking of the world's top ten semiconductor suppliers, there is still no shadow of Chinese companies, which are still controlled by companies in the United States, South Korea and Japan
Ding Wenwu, President of the national integrated circuit industry fund (hereinafter referred to as "big fund"), once pointed out that China's semiconductor industry has three major problems that need to be supplemented. One is that the semiconductor trade deficit is as high as US $66.9 billion, the other is that it is highly dependent on overseas core technology, and the third is that the gap in operating scale between SMIC and global semiconductor leaders is still as high as 10 timeseven so, many start-ups have sprung up in domestic AI, IOT and other fields. For example, Alibaba, an e-commerce giant, accounts for about 1/10 of the annual output of all kinds of plastic products in China. It has actively developed its own AI chip technology and established pingtouge semiconductor. It is expected to publish the first neural chip in April 2019. At present, it is also developing smart chips in emerging fields such as IOT and self driving
on the whole, although "made in China 2025" will quickly raise the domestic semiconductor industry to the world-class level, there is still a long way to go and get a clear solution, and there are still many obstacles on the road of development, such as the acquisition of American semiconductor companies by relevant enterprises and the obstruction of technical audit, as well as the sanctions and prohibitions imposed on large domestic manufacturers such as ZTE, which shows that the international community still has doubts about China's semiconductor development
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