China Electronic News abstract "made in China 2025" pointed out that the global manufacturing pattern is facing major adjustment, and the deep integration of new generation information technology and manufacturing industry is triggering far-reaching industrial changes, forming new production mode, industrial form, business model and economic growth point. Emerging electronics is rising rapidly, and its high growth and great potential attract many enterprises to cut through the thorns on this road.

On May 25, the 13th China International Semiconductor Expo and Summit Forum (icchina2015) held a press conference. Xu Xiaotian, executive vice president and Secretary General of China Semiconductor Industry Association, Chen Wenhai, executive deputy general manager of China Electronic Equipment Corporation, Jiang Shoulei, Secretary General of Shanghai Integrated Circuit Industry Association and other industry leaders attended the meeting to discuss the new opportunities and new future for the rapid development of semiconductor industry under made in China 2025.

Made in China 2025 brings new opportunities for semiconductor industry

The "made in China 2025" plan was just released a few days ago, which will deploy and comprehensively promote the implementation of the manufacturing power strategy at the national level. Zhao Yan, director of Shanghai Municipal Commission of economy and information technology, pointed out that "made in China 2025" has made a more detailed layout of the ten major fields. Among them, the new generation of information technology industry includes three major categories of integrated circuits and special equipment, information and communication equipment, operating systems and industrial software, and nearly ten sub categories. "Made in China 2025" pointed out that the global manufacturing pattern is facing major adjustment, and the deep integration of new generation information technology and manufacturing industry is triggering far-reaching industrial changes, forming new production mode, industrial form, business model and economic growth point. Emerging electronics is rising rapidly, and its high growth and great potential attract many enterprises to cut through the thorns on this road.

Integrated circuit is the foundation of manufacturing industry, especially information technology security. However, China's IC industry started late, such as IC design and manufacturing enterprises' weak ability of continuous innovation, lack of core technology, still rely on imports, which is significantly different from the international advanced level. From the perspective of national security, only by realizing the localization of the underlying IC, can China's information security be effectively guaranteed. Therefore, in the "made in China 2025" issued by the State Council, integrated circuits will be placed in the first place to develop a new generation of information technology industry. With the development of China's semiconductor industry and the arrival of the golden age, the scale of key enterprises has maintained rapid growth.

Xu Xiaotian said that among the many emerging sub industries in the electronics industry, integrated circuits, Beidou industry, sensors, smart home, led, etc. are expected to stand out in this round of upgrading and transformation. From the previous 100 billion yuan support plan to the recent made in China 2025, China's semiconductor industry is facing unprecedented development opportunities. Only by seizing this time window can we redefine the global market pattern.

Industry needs "orientation", "orientation" and "determination"

Xu Xiaotian's view of integrated circuit industry, which is currently in the stage of investment, can be condensed into three words: "positioning", "orientation" and "setting things".

"Orientation" refers to the determination of the national government to develop the industry and the orientation of its work. Since 2000, the state has successively issued No. 18, No. 18 and No. 4 documents for the integrated circuit industry. Document No. 4 provides work guidance for the development of IC industry in eight aspects, such as the establishment of leading group, fund, preferential policies, internal intellectual property management, talents, external cooperation, etc.

"Positioning" means that the government, enterprises and associations should perform their respective duties. The government introduced policies. Enterprises are the main body, and they should strive hard in technology, management, market, talents and foreign cooperation. The association is a connecting body between the enterprise and the government. It should do a good job in information communication, opinion reflection, work promotion and other services.

The first aspect is that because it is difficult for integrated circuit enterprises to develop and grow bigger and stronger, the government can decide who can enjoy the preferential policies according to the amount of investment when selecting enterprises that can enjoy the preferential policies of the state, which is "who invests, who progresses, who enjoys". The second aspect refers to the loan interest rate. Due to the international characteristics of the industry, enterprises need to compete in the same market in the world. Therefore, it is suggested that the bank's loan interest rate should be reduced to the same level as that in the world, which means "who does the work, who enjoys the policy".

Xu Xiaotian also stressed that it is necessary to correctly understand the original intention of the state to establish an investment fund for the integrated circuit industry (hereinafter referred to as the "big fund") - it does not lie in how much money it gives, but in the reform of the investment mechanism. From the past planned economy approval projects to the market-oriented operation of social financial choice projects. "This reform is mainly market-oriented, from the past single financial means to the present use of research funds, loans, insurance and other financial means to support the industry, forming an organic complementary financial environment."

He said that the current investment form of the fund is only equity investment. The purpose is to support the industries needed by the country and make the enterprises develop healthily in finance. The investment fund of 120 billion yuan is a dish. Its management, investment mode and return level determine whether social capital will be continuously invested in the future.

The profits of the whole industry of integrated circuit industry in Shanghai continue to reach new heights

Jiang Shoulei said that the development of the integrated circuit industry in Shanghai can be summarized in one sentence, that is, in recent years, it has shown a sustained, stable and healthy development trend, with the simultaneous development of design, manufacturing, equipment and materials, packaging and testing industries.

According to the statistics of Shanghai Integrated Circuit Industry Association, in 2014, the sales revenue of integrated circuit industry in Shanghai was 82.17 billion yuan, a year-on-year increase of 12.5%. Among them, the design industry achieved a sales revenue of 24.08 billion yuan, a year-on-year increase of 14.7%. The sales revenue of the manufacturing industry reached 18.63 billion yuan, up 22.6% year on year. Packaging achieved a sales revenue of 31.02 billion yuan, a year-on-year increase of 5%. Sales revenue of equipment and materials reached 8.44 billion yuan, up 15.9% year on year.

Jiang Shoulei pointed out that the profits of the whole industry of Shanghai's integrated circuit industry are constantly rising, realizing the healthy development of the integrated circuit industry. In 2014, the total profit of integrated circuit industry in Shanghai was 6.97 billion yuan, an increase of 22% over 2013. The total profit in 2013 was 5.6 billion yuan, and that in 2012 was 4.2 billion yuan.

In the manufacturing industry, which is the most difficult to achieve profits, all manufacturing enterprises in Shanghai made profits last year. TSMC in Shanghai has achieved sales revenue of less than 4 billion yuan and profits of more than 1.2 billion yuan. SMIC International's sales revenue of more than 6 billion yuan accounted for 1 billion yuan. Huahong Hongli achieved a sales revenue of 4 billion yuan, including a profit of 700 million yuan. Design enterprises with sales revenue of more than 50 million yuan also achieved basic profits.