1, integrated circuits have penetrated into various industries in China.
Integrated circuit is an important part of China's scientific and technological development, and it is also the basis for all walks of life in China to realize intelligence and digitalization. At present, China's integrated circuits have penetrated into various industries in China, such as industrial robots, 5G network construction, automotive electronics and computers. It can be said that the integrated circuit is the cornerstone of China's scientific and technological development. Only when the integrated circuit technology is developed in place can China not be controlled by others in the field of science and technology.
2. China's IC industry is heavily dependent on imports.
At present, integrated circuits have penetrated into various industries in China, which is particularly important for the development of science and technology, industry and other fields in China. However, due to the high technical barriers in the integrated circuit industry, China has not completely broken through the technical barriers at present, so China still needs to import high-precision integrated circuits such as 7nm. In other words, in key technical fields, China's integrated circuits are heavily dependent on imports.
During the period of 20 17-2020, the import and export volume of integrated circuits in China is on the rise, and the import and export deficit is also expanding. According to the data of the General Administration of Customs, in 2020, China imported 543,654,380+billion integrated circuits, an increase of 98.5 billion compared with 20 19; The export of integrated circuits was 259.6 billion, an increase of 4 1 1 compared with 20 19, and the trade deficit was 283.5 billion. From 202 1 to 1-2 months, China imported 96.3 billion integrated circuits. The export of integrated circuits was 46.8 billion, with a trade deficit of 49.5 billion.
3. A number of plans have pointed out the development direction of integrated circuits.
In "Made in China 2025", specific quantitative targets are put forward for the market scale and production capacity scale of the integrated circuit industry. At the same time, in the 14th Five-year Plan for National Economic and Social Development of People's Republic of China (PRC) and the Outline of Long-term Goals in 2035 issued by the National People's Congress, it is also mentioned that strategic scientific planning and scientific engineering should be formulated and implemented in the basic core areas related to national security and overall development. Aiming at frontier fields such as artificial intelligence, quantum information and integrated circuits, we will implement a number of forward-looking and strategic national major science and technology projects.
Starting from the urgent and long-term needs of the country, we should concentrate superior resources and tackle key core technologies of key components and basic materials. Support the establishment of international science and technology innovation centers in Beijing, Shanghai and Guangdong-Hong Kong-Macao Greater Bay Area, and the construction of comprehensive national science centers in Huairou, Shanghai, Zhangjiang, Greater Bay Area and Hefei, Anhui, and support the construction of regional science and technology innovation centers in places where conditions permit.
3. Under the policy planning, the scale of the integrated circuit market in China continues to increase.
Under the impetus of China's policy, the main representative enterprises of China's integrated circuit industry constantly break through technical barriers and promote the development of China's integrated circuit industry. Among them, SMIC can already produce n+ 1 nm integrated circuits. Although it can't completely replace 7nm chips, it can also solve the problem of circuit shortage in China Airport in a short time.
According to the data of China Semiconductor Industry Association, the scale of integrated circuit market in China is increasing year by year from 2065438 to 2020. In 2020, the integrated circuit market in China will be 884.8 billion yuan, an increase of 17.00% compared with 20 19.
4. During the 14th Five-Year Plan period, all provinces issued plans to promote the development of integrated circuits.
At present, Anhui, Jiangsu and Shanghai in the Yangtze River Delta region, and Jiangxi, Fujian, Guangdong and Sichuan in the Pan-Pearl River Delta region have all made clear target plans for the development of integrated circuits during the "Tenth Five-Year Plan" period, forming a relatively clear cluster development. In addition, Hubei, Chongqing and Shanxi provinces have also made clear target plans for the development of integrated circuits during the 14 th Five-Year Plan period.
On the whole, the development of integrated circuit industry plays a vital role in the development of China's industrial intelligence, 5G network, automotive electronics, computers and other key fields. However, at present, China has not completely broken through the technical barriers of integrated circuits, and its dependence on the import of integrated circuits is obvious. The future will be in "Zhi Zhi 2025 in China" and "The 14th Five-Year Plan for National Economic and Social Development in People's Republic of China (PRC) and the Outline of Long-term Goals in 2035".
In addition to the national level, China's economically developed provinces are also constantly exploring the development of integrated circuits. At present, the cluster effect of integrated circuit development in the Yangtze River Delta and Pan-Pearl River Delta has been formed.
-For more data, please refer to Foresight Industry Research Institute's Market Demand Forecast and Investment Strategic Planning Analysis Report of China Integrated Circuit Industry.