"China Chip" Industry Acceleration Plan to Invest 10 Trillion Yuan in 10 Years
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Recently, there have been reports that stimulus policies for the chip industry will be introduced in the near future, with a plan to invest 10 trillion yuan within 10 years, which indicates that the entire industry has entered the fast lane of growth.
此前,2013年12月北京宣布成立总规模300亿元的股权投资基金打造半导体产业。之后武汉、上海、深圳等地也正在制定自己的扶持政策。此外,包括合肥、天津、沈阳等地区也在筹集促进芯片国产化产业扶持的基金。“在业内专家看来,国产化政策的出台对于相关公司来说是布局的最佳时机。”
Chips refer to silicon wafers containing integrated circuits. They are the core components of a large number of important products and are widely used in many important industries such as computers, communications, and transportation. This industry is a strategic high-tech industry in my country. Looking back at the development history of the entire industry, the overall strength of the domestic integrated circuit industry has improved to a certain extent. However, it still has not gotten rid of the situation of dependence on imports. With the rapid growth of domestic chip demand, the original 80% import proportion has increased to 90% in 2013. Due to the inadequate national support policies and the disconnection from the market, coupled with the long investment cycle and high risks of chips, many companies are reluctant to get involved in this field.
Compared with foreign advanced chip manufacturing technology, the current domestic chip industry is far behind. Although more than 50 chip manufacturing companies with advanced manufacturing technology have emerged, such as SMIC, Hongli Semiconductor, and Shanghai Huahong NEC Electronics, China's chip manufacturing technology is mostly in the middle and low-end links. At the same time, the chip design industry is also facing a dilemma. At present, there are more than 500 companies in my country, such as Spreadtrum and Huawei HiSilicon, but most chip design companies are limited to primary design.
As China's extremely high import rate of chips needs to be urgently resolved, industry experts predict that the country has elevated the promotion of chip localization to the level of national security. This year's information security policy will focus on the hardware field, especially the support for the integrated circuit industry, which is the highest in the past decade. This is the best time for related companies to develop.
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