2014 Beijing International Microelectronics Symposium interprets the new semiconductor policy

Semiconductor Industry Observation , a new media focusing on the development of the semiconductor industry

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In the golden autumn of October, the Beijing International Microelectronics Symposium was successfully held in Yizhuang, an important IC town. The long journey and heavy smog could not stop the enthusiasm of IC people. During the one-and-a-half-day schedule from 23rd to 24th, more than 30 important guests gave speeches on stage. The main venue and three branch venues were packed. Some friends who arrived later stood to listen to the whole meeting. What makes the well-educated and rational IC people flock to it?

Ding Wenwu, Director of the Electronic Information Department of the Ministry of Industry and Information Technology

At the summit forum on the 23rd, Ding Wenwu, Director of the Electronic Information Department of the Ministry of Industry and Information Technology, first set the tone and interpreted. 2014 is a milestone year for the development of my country's integrated circuits. The industry development has been highly valued by the State Council. The "National Integrated Circuit Industry Development Promotion Outline" has proposed a series of new measures based on the continuation of Document No. 18, Document No. 4 and the existing system. Among them, the establishment of a national industrial investment fund is the most powerful measure, which aims to break the bottleneck of industrial investment and financing, promote enterprises to improve production capacity, implement mergers and reorganizations, standardize corporate governance, and form the ability of healthy development. The fund is mainly implemented in the form of equity investment, focusing on investment in the integrated circuit manufacturing industry, taking into account integrated circuit chip design, packaging and testing, equipment and materials. At present, all aspects of fund investment are progressing smoothly. The fund management company and the fund management company have been established successively. The first investment will be made to the enterprises in need before the end of 2014.

Zhao Weiguo, Chairman of Tsinghua Unigroup

Mr. Zhao Weiguo, Chairman of Tsinghua Unigroup, then took the stage. After acquiring Spreadtrum and RDA, Tsinghua Unigroup has become the largest chip design company in China and the third largest mobile phone chip design company in the world. Mr. Zhao shared his experience: "Microelectronics is a blue ocean for capital and a red ocean for the market." In China, the industry has developed into a national strategy, but it still faces various deficiencies in scale, talent, capital, technology and internationalization. Mr. Zhao suggested that leading companies should be supported in terms of funding and R&D, and integrated circuit companies should be fully supported in terms of taxation, market, financing, etc., and both sides of the Taiwan Strait should work together to form a joint force.

Dr. Lu Haoan, Vice President of SEMI Global and President of SEMI China

Dr. Lu Haoan, President of SEMI China, pointed out in the report that China's semiconductor industry has made great achievements with the support of the government and the efforts of enterprises. Chip manufacturing has accounted for 10% of the world, and equipment and materials have covered the main process range from scratch. However, the concentration of the global semiconductor industry has further increased. The sales of the top 20 companies accounted for more than 75% of the total, the investment of the top 5 accounted for 66%, and the research and development funds of the top 10 were 28.6 billion US dollars, exceeding the sum of all the rest. The production capacity of six companies including Samsung, TSMC, Micron, Hynix, Toshiba and Intel accounted for 43% of the global production capacity. In contrast, there is still a huge gap between China's chip manufacturing and the leading regions and its own market demand, and the core competitiveness of equipment and materials industry is still lacking. "From scratch to something depends on the government, and to become bigger and stronger depends on the market." Now 81% of the world's mobile phones, 57% of flat-screen TVs, and 74% of laptops and tablets are made in China. The huge market, the general trend of industrial transfer, and the support of the government are all opportunities for Chinese semiconductors. And the technology, talents, market, and industrial chain of semiconductors are all international. As long as we adhere to the market-oriented approach and fully cooperate with the international and domestic sectors, we will surely succeed with the support of national strategies and funds. As a global and professional industry association, SEMI is willing to help Chinese companies go global, direct global resources to the domestic market, and fully promote the rapid and orderly development of China's semiconductor industry.

Researcher Ye Tianchun, director of the Institute of Microelectronics of the Chinese Academy of Sciences and leader of the National 02 Special Expert Group, pointed out that only by closely coordinating the three chains of industrial chain, innovation chain and financial chain can the industry be done well. The innovation chain has made major breakthroughs, the financial chain is introduced at the right time, and the industrial chain has a long way to go. When making integrated circuits, we must guard against arrogance and impatience, and have a strategic vision of "making slow money": integrated circuits make slow money, but it is money that cannot be avoided. In recent years, China has vigorously developed the information technology industry, but chips and equipment need to be purchased in large quantities from abroad, and the lifeline of development is in the hands of others. Therefore, the integrated circuit industry must be developed, and we cannot just care about the short-term benefits in front of us. The Taiwan Affairs Office and the Ministry of Industry and Information Technology should work together to do a good job in cross-strait cooperation. The mainland has the thickness of the market and talents, the hardness of the industry and the height of technology. The two sides should join hands to make the cake bigger.

Ye's voice was echoed by Dr. Chen Datong, partner of Huashan Capital. Dr. Chen proposed that we should be an investment institution with conscience, vision, cooperation with national strategy, semiconductor complex, and slow money. The domestic semiconductor industry is transitioning from the wild growth of the past decade to a new ecology around leading enterprises in the next decade: large enterprises can quickly open up the market by using their own channels and brand advantages, and integration and mergers and acquisitions will become the main exit channels for investors in start-up companies, forming a mature industry form similar to Silicon Valley. As the head of the industrial investment fund, Dr. Sun Dongsheng, President of Shenzhen Capital Group, shared Shenzhen Capital Group's investment cases in the IC industry and the operation mode of cooperating with the national industrial fund and local supporting funds for investment. Mr. Zhang Zhong, partner of Shengshi Investment, also made a wonderful speech on the operation of investment funds. The national fund has been issued, and local supporting funds are emerging one by one. Who will invest, where to invest, how to invest, how to do a good job in the industry and earn returns, and how to promote the industry quickly and lastingly are undoubtedly the focus of this forum. Dr.

Li Xuwu, Executive Vice President of Semiconductor Manufacturing International Corporation, discussed the five major challenges in today's integrated circuit technology. Dr. Li pointed out that there is a three-year gap between China and the international advanced level. Catching up is important, but differentiated competition is also a very good choice. Design IP needs to be taken seriously, and research institutions can cooperate with wafer fabs to carry out IP research and development in a targeted manner. The upstream and downstream industries can complement each other's strengths and jointly build a complete ecological system for China's IC. As the president of Dongdian Shanghai, Mr. Chen Jie enthusiastically promotes the development of China's industry in addition to managing the company's business in China. This time he made a report on the theme of semiconductor equipment promoting the leapfrog development of the industry. Mr. Sheng Licheng, deputy director of Yizhuang Development Zone, Mr. Pan Jianyue, president of Synopsys Asia Pacific, Mr. Wu Xiong'ang, president of ARM China, Mr. Wang Zhili, president of GSA Asia Pacific, Mr. Gu Wenjie, senior director of Broadcom Greater China, and Dr. Xue Songsheng, chairman of Jiangsu Multidimensional Technology, also made wonderful speeches at the summit forum. In

2013, the total global sales of integrated circuits was US$306 billion, and China's total imports of integrated circuits were US$231.3 billion, while China's sales of integrated circuits in the same period were only US$4 billion. The integrated circuit industry is the foundation of the country. We see both the current weakness and the opportunity for growth. The market is calling, the national industrial policy is warming people, and we insist on cooperation and innovation. We believe that the next ten years will definitely be a decade of great development for China's integrated circuits. I would like to

borrow Taibai's poem to bless the industry:
The road is difficult, the road is difficult, there are many forks, where are you now.
There will be a time to ride the wind and waves, and set sail to cross the vast ocean!

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