The Pearl River Delta: The Third Pole of China's Semiconductor Industry

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The Pearl River Delta: The Third Pole of China's Semiconductor Industry [Copy link]

Pearl River Delta: The Third Pole of China's Semiconductor Industry 2006-06-16 8:53 Source: China Lighting Trade Network

Guangdong is a major province in China's electronic information industry. In 2005, the total industrial output value of the electronic information industry exceeded 900 billion yuan, the industrial added value was 190 billion yuan, and the export delivery value was 670 billion yuan. It is expected that in 2006, the electronic information industry in Guangdong Province will become the first industry in the province with a total output value exceeding 1 trillion yuan, and the added value will exceed 200 billion yuan. The rapid development of Guangdong's electronic information industry has cultivated soil for the take-off of Guangdong's semiconductor industry. Now, Guangdong is actively taking advantage of the "Pan-Pearl River Delta" (9+2) regional cooperation model and relying on the trend of a new round of overseas venture capital to enhance the competitiveness of the Pearl River Delta semiconductor industry and narrow the gap with the Yangtze River Delta and the Bohai Rim region. Building a solid design base Experts pointed out that the key development of the Pearl River Delta semiconductor industry is to further build an IC design base and lead the development of the Pearl River Delta semiconductor industry with IC design, which is also in line with the development trend of China's semiconductor industry. Because in recent years, China's semiconductor industry has been continuously undergoing structural adjustments, one of its main characteristics is that the share of the design industry is expanding. Data shows that in 2005, the total output of China's integrated circuit (IC) industry was about 30 billion pieces, an increase of 36.7% over the same period of the previous year, and the sales revenue was about 75 billion yuan, an increase of 37.5% over the same period of the previous year. It is expected that this good growth trend will continue in 2006, with the output reaching 42 billion pieces and the sales revenue reaching 102 billion yuan. The structure of the rapidly developing IC industry is becoming more reasonable and gradually moving closer to foreign advanced standards. In the past few years, the Chinese have taken a low-cost strategic development path in the semiconductor field, first developing packaging and testing . Since last year, the structure of the IC industry has improved. Under the premise of maintaining rapid growth, the proportion of the packaging industry in the total value of the entire IC industry chain has declined, while the IC design industry and IC wafer manufacturing industry have developed rapidly. In 2005, the revenue of China's IC packaging and testing industry was about 34 billion yuan, an increase of about 20.3% over the same period of the previous year; while the revenue of the IC design industry and the IC wafer industry was about 13.1 billion yuan and 28 billion yuan respectively, an increase of 60.8% and 54.5% over the same period of the previous year. Packaging and testing accounted for 45.3% of the total value of the industry chain, down from 51.8% last year; while the output value of the IC design industry and IC manufacturing industry accounted for 17.5% and 37.2% respectively. Industry insiders pointed out that although the IC packaging and testing industry is still the "big brother" in the IC industry chain, the three industries have gradually moved closer to foreign advanced standards, and the industrial structure has become more reasonable. The Pearl River Delta currently has one national integrated circuit design base and two provincial design bases. The National Integrated Circuit Design Shenzhen Industrialization Base is one of the seven national integrated circuit design industrialization bases in China. It was founded in 2002 with an investment of 150 million yuan. It has now built a certain scale of EDA public technology platform, test and experiment center and talent training, MPW (multi-project wafer), IP library trading services and other public technology service platforms. Shenzhen High-tech Industrial Park has also gathered a number of high-level integrated circuit design centers with core technologies. Large enterprises such as Huawei , ZTE, Lenovo, Great Wall, TCL , Skyworth and some multinational companies have formed industrial clusters. The Guangzhou Integrated Circuit Design Center was jointly built by the Guangdong Provincial Department of Science and Technology, the Guangzhou Municipal Science and Technology Bureau and the South China University of Technology, and was officially put into use at the end of 2003. This is another integrated circuit industrialization base in Guangdong Province after the National Integrated Circuit Design Shenzhen Industrialization Base. Its completion plays an extremely important role in realizing Guangdong Province's integrated circuit industry development strategy of introducing and designing and developing at the same time, and in improving the level of process modernization in the Pearl River Delta region. Zhuhai New Economic Resources Development Port is one of the national software industry bases and also an integrated circuit design and production base in Guangdong Province. At present, many semiconductor design companies such as Zhuhai Actions , Keguang, Shunfeng, and Jianrong have settled in the economic port. The design level needs to be improved . He Tao, deputy secretary-general of the Guangdong Semiconductor Industry Association, said that the construction of the industrial base incubated many start-up companies, provided them with software, hardware and testing services for the integrated circuit design environment, and successfully implemented the MPW plan, providing the necessary means for start-ups and successful companies to develop products. The construction of the design base has cultivated leading companies like Actions. At present, Actions' sales revenue has exceeded 1.2 billion yuan, ranking first among the top ten design companies in the country. The MP3 chips it designs and produces have accounted for 40% of the global market and ranked second in the international market. ZTE Microelectronics has become a communication integrated circuit design company that has fully mastered large-scale deep submicron digital IC design technology, SoC design technology, analog and mixed digital and analog IC design technology . Its design conditions are comparable to those of advanced foreign IC companies, and its design specifications are fully in line with upstream and downstream domestic and foreign companies in the industry chain. According to He Tao, the integrated circuit products successfully developed and mass-produced by more than 180 design companies in the Pearl River Delta mainly use 0.35 micron/0.25 micron/0.13 micron manufacturing processes, and the process range covers a variety of process technology fields such as CMOS, Bipolar, BiCMOS, and BCD. The main products are standard series traditional products or medium and low-end products such as audio circuits and analog circuits, and account for half of the sales revenue of the design industry. This shows that the quality of design products needs to be improved, and it also shows that the design industry has great room for development. He Tao said that the integrated circuit design industry in Guangdong Province has initially formed an IC design industry chain including design and design services, but compared with the national IC design industry, the design sales revenue and growth rate still need to be improved. In the past few years, the manufacturing industry and the packaging and testing industry have been the absolute main force driving the growth of the IC industry. In recent years, the growth rate of the design industry has been much higher than that of the manufacturing and packaging industries. Relying on the design industry to drive the growth of the IC industry is particularly important for Guangdong, where the manufacturing industry is not well developed but the design industry is relatively good. Therefore, the leading role of the design industry must be brought into play to achieve the sustainable development of the integrated circuit industry. IC manufacturing urgently needs to catch up . He Tao frankly admitted that there is still a big gap between Guangdong's IC manufacturing industry and the Yangtze River Delta and Beijing-Tianjin-Bohai Rim regions. Since 2000, China has built a total of 10 8-inch production lines and 1 12-inch production line in the mainland. These production lines representing China's semiconductor level are all distributed in the Yangtze River Delta and Beijing-Tianjin regions. In addition, there are still several 8-inch and 12-inch lines under construction and in preparation, and dozens of production lines below 6 inches are mostly also in the Beijing-Shanghai region. Guangdong Province currently has one 4-inch, one 5-inch and one 6-inch line, and one 5-inch to 8-inch Si-Ge (silicon germanium) production line under construction. Zhuhai Nanke Group is an enterprise engaged in the production of high-tech integrated circuits. Its business involves wafer manufacturing, wafer polishing , integrated circuit design, chip testing and packaging. It is the first 6-inch integrated circuit manufacturing company in the Pearl River Delta region, with a production scale of 25,000 6-inch wafers per month. Its 1.2-micron metal gate and 0.6-micron IC chip technology is advanced. It mainly produces more than 200 series of consumer integrated circuit chips and computer peripheral integrated circuits, power devices and other products. Shenzhen Shenai Semiconductor Co., Ltd. is a major domestic discrete device enterprise, with a monthly production capacity of 40,000 4-inch power semiconductor chips, 20,000 5-inch power semiconductor chips and 30 million various power semiconductor devices. Its main products are used in power transistors, high reverse voltage tubes, Schottky diodes and other products in the fields of green energy-saving lighting, switching power supplies, etc. With the rapid development of semiconductor technology and the increasing demand for high-speed and complex intelligent systems, the speed, I/O density and power consumption of high-performance chip operations are constantly improving, prompting packaging technology to develop in the direction of high density, signal impedance matching and good thermal dissipation performance. Shenzhen STMicroelectronics Co., Ltd. is a large-scale semiconductor packaging company that has introduced advanced equipment and adopted foreign business models. 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