Local governments intensively issued integrated circuit industry policies, and "Wuhan Chip" broke through again

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At the end of September, the National Integrated Circuit Industry Investment Fund was established. At the local level, following the introduction of a 30 billion yuan integrated circuit industry fund in Beijing last year, Shanghai, Shenzhen and other places have successively introduced 10 billion yuan industry funds, led by the government to demonstrate, attract social capital to enter, and support the local integrated circuit industry. The

integrated circuit industry is an industry that uses semiconductor materials as a medium to engage in the design, manufacture, packaging and testing of integrated circuits. It is also a typical knowledge-intensive, technology-intensive, capital-intensive and talent-intensive high-tech industry. Correspondingly, China's integrated circuit industry has always faced the problem of high external dependence, and 90% of domestic chips rely on imports.

Recently, a reporter from 21st Century Business Herald learned at the China Integrated Circuit Industry Promotion Conference held in Wuhan that Hubei's 30 billion yuan integrated circuit industry fund will be officially established soon. Taking the "Wuhan Core" as a sample, the reporter of 21st Century Business Herald interviewed relevant companies and academics to interpret the path of catching up and breaking through the integrated circuit from the central to the local level under the new round of policy support.

"Wuhan Core" breaks through again

"'Wuhan Core' started relatively early, and has been in planning since the early 2000s. In 2006, Hubei invested in Wuhan Xinxin." Zou Xuecheng, director of Wuhan Integrated Circuit Design Engineering Technology Research Institute, told the 21st Century Business Herald reporter.

At present, the domestic integrated circuit industry has initially formed an industrial spatial pattern with the Yangtze River Delta, Bohai Rim and Pearl River Delta as the three core regions for concentrated development. Official data show that in 2013, the sales revenue of the integrated circuit industry in the three major regions accounted for nearly 90% of the national overall industrial scale. At present, 55% of domestic integrated circuit manufacturing companies, 80% of packaging and testing companies, and nearly 50% of integrated circuit design companies are concentrated in the Yangtze River Delta region.

Official data from Wuhan East Lake High-tech Zone shows that Wuhan currently has the only national 12-inch wafer production line in the central and western regions. Together with Beijing, Shanghai and Shenzhen, it has been identified by the state as one of the four major integrated circuit industry bases for key layout. At present, there are nearly 50 chip design, wafer manufacturing and other related companies in the high-tech zone, with a total output value of 3 billion yuan in 2013, including more than 30 chip design companies. Wuhan is one of the four regions that the country focuses on supporting in the new round of revitalization of the integrated circuit industry, and is also a national integrated circuit talent training base.

The head of a core integrated circuit enterprise in Wuhan told the 21st Century Business Herald reporter that Wuhan still has a big gap compared with the Beijing, Shanghai and Shenzhen regions. Although there are dozens of enterprises, the scale of the enterprises is relatively small. In addition, the industry direction is very diverse, and there is no complete industrial chain or focus.

Miao Xiangshui, director of the Department of Microelectronics at Huazhong University of Science and Technology, said that the new round of revitalization of the integrated circuit industry is a good opportunity for Wuhan to break through again. The establishment of an integrated circuit industry investment fund at the national level is a good opportunity for Wuhan, which has a certain industrial foundation; and specifically at the local level, Hubei Province and Wuhan East Lake High-tech Zone have respectively issued the "Hubei Province Integrated Circuit Industry Development Action Plan" and "Several Policies of Wuhan East Lake High-tech Zone on Further Accelerating the Development of Software and Information Services" since this year.

Miao Xiangshui also said that Huazhong University of Science and Technology plans to create a microelectronics college with Wuhan Xinxin and East Lake High-tech to train professional talents.

Leaping threshold

The action plan of Hubei Province proposes to vigorously implement the "Wuhan Xinxin Leaping Project" to form a relatively complete integrated circuit industry chain led by chip design, supported by chip manufacturing, and equipped with packaging testing and materials; in addition, in 2017, the main business income of the province's chip design industry reached 10 billion yuan, and the main business income of the province's chip manufacturing industry reached 15 billion yuan.

The head of a chip company in Wuhan told the 21st Century Business Herald reporter that he is optimistic about the development of Wuhan's chips. On the one hand, Wuhan has a certain industrial and talent base, and on the other hand, some coastal companies with better development have begun to deploy R&D bases in Wuhan, which is a new trend. He also said that the policies of provinces, cities and districts have collected a lot of opinions from companies, and the key is how to implement them.

People related to Wuhan Xinxin told the 21st Century Business Herald reporter that the main problem of Xinxin at present is the lack of direction. Xinxin is a very new company, and its technology and management are not very mature. The company's layout and direction need to be thought about and explored. As for

whether it is necessary to lay out a complete industrial chain, he believes that it should be viewed in combination with the development stage. In the short term, if you want to make money, there is no need to lay out all the layouts. For example, a lot of money needs to be invested in packaging. You can first concentrate on developing manufacturing or design, and then slowly fill it up. However, in the long run, an industrial chain still needs to be formed. He also mentioned that Chengdu, which is also a rising star, has already taken shape, and there is also a packaging plant in nearby Mianyang. The industrial chain is relatively complete, which is an advantage for investment promotion.

An official document also analyzed that Wuhan's current corporate design capabilities are weak and core technologies are few. The annual turnover of more than 30 design companies does not exceed 100 million yuan. Some of them are developing self-use chips with the main goal of supporting the system application of their own enterprises; others are IC design companies for general market applications, but these companies are limited by the lack of product planners with industry leadership and their own funds and technical bottlenecks. Most of their products tend to be low-end, and they are highly homogenized with the products of other domestic companies.

In addition, Wuhan has few high-level industrial talents, and the substantial effect of the connection between industry, academia and research is small. It has failed to truly give play to Wuhan's talent advantages, and lacks strategic and capital operation talents who have been engaged in core technology research and development for a long time and can plan advanced products.

The local version of the "Big Fund" speculation

21st Century Business Herald reporters found that after the country clearly raised the integrated circuit industry to a national strategy, provinces and cities are also planning to implement local support policies. Beijing, Tianjin, Shanghai, Shandong, Sichuan, Anhui, Gansu and other places have clarified the integrated circuit industry development policy, and the industrial investment fund model will become the first choice. In

December 2013, Beijing established an integrated circuit industry equity investment fund to recruit 30 billion yuan for integrated circuit industry support funds. The first phase will be used to support manufacturing and equipment for 6 billion yuan, and design and packaging and testing for 2 billion yuan. The fund will be invested in four areas: key projects, research centers, mergers and acquisitions, and industrial parks.

Shanghai, located in the Yangtze River Delta, is also taking active actions and considering relying on the mother fund of the local Development and Reform Commission to establish a support fund for investment and mergers and acquisitions in the integrated circuit industry. Sichuan announced the establishment of the Sichuan Integrated Circuit Industry Investment Fund in August this year.

Anhui, Shandong and Gansu have formulated and issued opinions on accelerating the development of the integrated circuit industry in their regions, focusing on supporting local leading enterprises, and mergers and acquisitions in the field of integrated circuits are key support directions. Among them, Anhui's plan has attracted the most attention. Anhui proposed that the output value of integrated circuits in the province will reach more than 30 billion yuan in 2017, and the total output value will reach 60 billion yuan in 2020, and support Hefei and other cities to establish integrated circuit industry development funds.

Many integrated circuit-related enterprises and academics in Wuhan who were interviewed by reporters from the 21st Century Business Herald all regarded the central and local policies since this year as a new round of integrated circuit development opportunities. At present, Hubei's 30 billion yuan integrated circuit industry fund is about to be established, and the Hubei version of the "big fund" speculation has also been launched.

A scholar analyzed that there are currently nearly 50 chip design, wafer manufacturing and other related enterprises in the East Lake High-tech Zone, with a total output value of 3 billion yuan in 2013. The 30 billion fund will inevitably bring significant benefits to guiding industrial development. How to use and use the industrial fund well is still a topic of concern to all walks of life.

In fact, Hubei local government has been funding and supporting the integrated circuit industry since 2006. The Wuhan Xinxin project, jointly invested by Hubei Province, Wuhan City and East Lake High-tech Zone, was entrusted to Semiconductor Manufacturing International Corporation for operation and management. The first phase investment scale reached 10.7 billion yuan. This is also the first 12-inch integrated circuit production line project in the central region in recent years.

A person close to Wuhan Xinxin said that Wuhan Xinxin had taken some detours in the past few years, such as handing the company over to SMIC for trusteeship. During the trusteeship period, Wuhan Xinxin had no R&D and marketing departments. Finally, SMIC's repurchase plan "failed to meet the deadline", resulting in a stalemate in development.

The above-mentioned person said that in 2013, Wuhan Xinxin introduced a new international management team and also had its own R&D and marketing departments, and the development momentum was very good. However, Wuhan Xinxin still needs a lot of continuous investment.


Miao Xiangshui told the 21st Century Business Herald reporter that integrated circuits are a money-burning industry and short-term interests should not be taken too seriously. The government's support for Wuhan Xinxin is more about platform construction. Integrated circuits are a high-risk and high-investment industry. Government investment requires patience and perseverance. Only continuous investment can have the possibility of recovering investment.

At the same time, he also said that this investment process also needs to be evaluated and assessed by professionals to reduce unnecessary waste. Miao Xiangshui analyzed that storage chips and optoelectronic application chips are currently the characteristics of Wuhan. He suggested that the focus should be on making characteristics in these two parts and forming a complete industrial chain in terms of design, manufacturing, packaging and testing. Driving the development of the entire industry through characteristic industries is the inevitable path from weak to strong.

"Now the state and local governments have a large number of support policies and are also looking for projects." A person involved in policy making in Wuhan analyzed that 70% of the state and local funds may be invested in the manufacturing link of this industry. Wuhan has a certain foundation over the years, and now is a good time.

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