Where is the way out for the development of China s integrated circuits?

Let me come to this question.

In the future, integrated circuits will develop in three directions:

First, the development of Moore's law continues, the characteristic size of integrated circuit chips continues to shrink, and the CMOS process will move from the classic CMOS process to the non-classical CMOS process such as thin gate, multi-gate and fence gate;

The second is to expand the development of Moore's Law, and the system integration of heterogeneous devices will be a new direction of development, integrating a variety of components (passive RF components, power devices, biosensors, etc.) into the same chip using three-dimensional packaging and other technologies, expanding the function of the chip, so as to achieve higher product value;

The third is to develop in accordance with Moore's Law, not to pursue the narrowing of the line width of the device, but to expand the development of integrated circuit technology through the study of new principles, new processes, new materials, new devices and new equipment, and the use of innovative technologies such as brain cognition and neural computing devices, quantum communication devices, third-generation semiconductor material devices, and two-dimensional materials.

Although China's mainland integrated circuit industry started late, after nearly 20 years of rapid development, China's integrated circuit industry has grown from scratch and from weak to strong, and has occupied a pivotal position in the global integrated circuit market. According to the statistics of the China Semiconductor Industry Association, from 2010 to 2019, the sales of China's integrated circuit industry showed an overall growth trend, increasing from 100 million yuan in 2010 to 100 million yuan in 2019, which was mainly driven by the demand of downstream markets such as the Internet of Things, smart cars, high-tech vehicles, intelligent terminal manufacturing, and new generation mobile communications.

In 2020, China's integrated circuit industry continued to maintain double-digit growth, and from January to September 2020, the sales volume of China's integrated circuit industry was 100 million yuan, a year-on-year increase. Among them, the design industry has increased year-on-year, with sales of 100 million yuan, which is still the fastest growing industry among the three industries, accounting for the proportion of the overall industry; The manufacturing industry increased year-on-year, with sales of 100 million yuan, accounting for; The packaging and testing industry increased year-on-year, with sales of 171.1 billion yuan, accounting for 171.1 billion yuan.

What is Integrated Circuit? How to identify the orientation of an integrated circuit? 1 trick teaches you to learn to improve quickly.

——Analysis of the development status and market size of China's integrated circuit industry in 2023 The local self-sufficiency rate of integrated circuits is still at a low level

Major listed companies in the industry:Weir Co., Ltd. (603501), SMIC (688981), Changdian Technology (600584), Huatian Technology (002185), Tongfu Microelectronics (002156), etc.

Integrated circuit production, apparent consumption of integrated circuits, sales of integrated circuit industry, and local self-sufficiency rate of integrated circuits.

China's integrated circuit production and apparent consumption of the bureau have increased year by year

According to the statistics of the National Bureau of Statistics, from 2017 to 2021, China's integrated circuit output increased year by year, and the output in 2021 hit a new high, reaching 100 million pieces, an increase from 2020. From January to October 2022, the cumulative output of integrated circuits in China was 100 million, a year-on-year decline.

From 2017 to 2021, the apparent consumption of China's integrated circuit industry has also increased year by year, and the apparent consumption of China's integrated circuit industry in 2021 will be 100 million pieces, an increase compared with 2020. From January to October 2022, the apparent consumption of integrated circuits in China is about 100 million.

The sales volume of China's integrated circuit industry exceeded one trillion yuan

According to data from the China Semiconductor Industry Association, from 2017 to 2021, the sales of China's integrated circuit industry have been increasing year by year, and the growth rate has maintained a high level. 2021 is the first year of China's "14th Five-Year Plan", driven by the good domestic macroeconomic fortunes, the domestic integrated circuit industry continues to maintain a rapid and steady growth trend, and in 2021, China's integrated circuit industry exceeded one trillion yuan for the first time, reaching 100 million yuan, a year-on-year increase.

In 2021, the sales volume of China's integrated circuit industry will be 100 million yuan, of which the sales volume of the design industry will be 451.9 billion yuan, accounting for 451.9 billion yuan; manufacturing sales of 100 million yuan, accounting for; The sales volume of the packaging and testing industry is 276.3 billion yuan, accounting for the only concession, which can be seen that the development of China's integrated circuit design market is relatively leading.

The local self-sufficiency rate of China's integrated circuit industry is still at a low level

In recent years, the global division of labor has slowed down, the first chain has contracted, and the industrial layout has been reconstructed at an accelerated pace. China's integrated circuit industry has limited core technologies and serious lack of independent supply capacity, so it is necessary to strengthen the coordination and cooperation between the upstream and downstream of the industrial chain. According to IC Insights data, the overall self-sufficiency rate of domestic integrated circuits accounted for the scale of China's integrated circuits in 2021.

At present, China has become one of the world's largest producers and consumers of integrated circuits, and in some fields, such as integrated circuit manufacturing and integrated circuit design, Li Chun is in a leading position in the international market, the sales and exports of China's integrated circuit industry have increased year by year, and has formed an industrial chain from basic chips to high-end chips. According to official data**, the sales of China's integrated circuit industry will reach 1,893.2 billion yuan in 2025, with an average annual compound growth rate from 2020 to 2025. I suggest you go to the Shenzhen Electronic Components and Materials Sourcing Exhibition, there will be the latest industry information at the exhibition site, and you can also communicate with professionals, you can make an appointment now.

The exhibition will be held at the Shenzhen World Exhibition & Convention Center (Bao'an) in 2023.