1 thought on “Industry hotspot special analysis 丨 integrated circuit industry”
Luz
The integrated circuit industry is a overall description of the market sales of the integrated circuit industry chain. It not only includes the integrated circuit market, but also the IP nuclear market, the EDA market, the chip foundry market, the seal testing market, and even extend to equipment, materials market. The integrated circuit industry no longer relies on the development of single devices such as CPU and memory. Mobile interconnection, three -screen integration, multi -screen interaction, and intelligent terminals bring multiple market spaces. The continuous innovation of business models injects new vitality into the market. At present, China's integrated circuit industry has a certain foundation. Over the years, the technological innovation vitality, market expansion capabilities, resource integration momentum, and broad market potential gathered by China's integrated circuit industry over the years will achieve rapid development and throughout the next 5 years and 10 years in the next 5 years. The new step lays the foundation. How to treat the integrated circuit industry correctly? Is it a challenge or opportunity to the integrated circuit industry in the "lack of core" environment? What is the future development trend? 01 The development status of industry development (1) Integrated circuit output continued to grow Since 2016, my country's integrated circuit output has steadily increased. In 2020, my country's integrated circuit output reached 26.126 billion yuan, an increase of 16.2%year -on -year; in October 2021, my country's integrated circuit output reached 297.54 billion yuan, an increase of 48.1%year -on -year. (2) The scale of integrated circuit industry has grown at a high speed The sales of China's integrated circuit industry increased from 433.55 billion yuan to 884.8 billion yuan from 2016 to 2020. In the first three quarters of 2021 685.86 billion yuan. This is mainly driven by the downstream markets such as the Internet of Things, new energy vehicles, smart terminal manufacturing and new generation of mobile communications. Under the effects of maintaining high prosperity, strong support for industrial policies, and continuous increase in industrial capital investment, the scale of China's integrated circuit industry has continued to maintain rapid growth. (3) Large import and export deficit of integrated circuits The self -sufficiency rate in my country's integrated circuit industry is relatively low, especially in the field of mid -to -high -end chips, the phenomenon of dependence on imports is more serious. In 2020, the integrated circuit import and export volume deficit was 283.7 billion yuan, and the import and export amount deficit was 233.44 billion U.S. dollars. In the first three quarters of 2021, the integrated circuit import and export volume deficit was 245.44 billion yuan, and the import and export value deficit was 203.99 billion US dollars. (4) centralized interaction of integrated circuit industry The integrated circuit is mainly concentrated in East China, Northwest, and South China. In 2020, the output of integrated circuits in the East China area accounts for 51.6%. Jiangsu's integrated circuit has the highest output, accounting for 32%. The output of integrated circuits in Gansu, Guangdong, and Shanghai accounted for over 10%. 02 The key enterprises in the industry (1) SMIC n SMIC International Integrated Circuit Manufacturing Co., Ltd. ("SMIC", Hong Kong Stock Exchange Shares: 00981, Shanghai Stock Exchange, Shanghai Stock Exchange Science and Technology Board Securities Code: 688981) and its subsidiaries are one of the world's leading integrated circuit wafer foundry companies. It is also the most advanced technology, the most complete, largest, and multinational integrated circuit manufacturing enterprise group in Mainland China. Worse foundry and technical services from 0.35 microns to 14 nanometers of different technical nodes. The company's integrated circuit wafer foundry business is based on 8 -inch or 12 -inch wafer as the basis, and hundreds of special equipment and materials are used. Based on the carefully designed process integration scheme, after thousands of procedures, Buys a complex and precise physical structure on the wafer to realize the circuit graphics and functions designed by the customer. (2) Ziguang Guo Micro Ziguang Guoxin Micro Electronics Co., Ltd. (stock code: 002049) is a core company of Ziguang Group Co., Ltd., and is one of the largest integrated circuit design and listed companies in China. The company takes intelligent security chips and special integrated circuits as the two major industries. At the same time, the field of semiconductor power devices and quartz crystal frequency devices is deployed to provide chips and system solutions for mobile communications, finance, government affairs, automobiles, industry, and Internet of Things and other industries. Plan and terminal products. (3) Silan Micro Hangzhou Silan Microelectronics Co., Ltd. (stock code: 600460) is a high -tech enterprise specializing in the design of integrated circuit chips and the production of semiconductor microelectronics related products. The main products include three categories: integrated circuits, semiconductor separate devices, and LEDs (light -emitting diode) products. Silanwei has developed from a pure chip design company to a few domestic comprehensive semiconductor product companies with IDM mode (design and manufacturing) as the main development model. (4) Changdian Technology Jiangsu Changdian Technology Co., Ltd. is the world's leading integrated circuit manufacturing and technical service provider, providing a full range of chip finished manufacturing one -stop services, including integrated circuits System integration, design simulation, technical development, product certification, wafer mid -test, wafer -level central road packaging test, system -level packaging test, chip finished product test, and can provide direct transportation services to semiconductor customers around the world. This, through the high -integrated wafer -level WLP, 2.5D/3D, system -grade package technology and high -performance FlipChip and leading -leading packaging technology, Changdian Technology's products, services and technologies cover mainstream integration. Circuit system applications include network communication, mobile terminals, high -performance computing, vehicle electronics, big data storage, artificial intelligence and IoT, industrial intelligence manufacturing and other fields. In China, South Korea, and Singapore, they have two major R
The integrated circuit industry is a overall description of the market sales of the integrated circuit industry chain. It not only includes the integrated circuit market, but also the IP nuclear market, the EDA market, the chip foundry market, the seal testing market, and even extend to equipment, materials market.
The integrated circuit industry no longer relies on the development of single devices such as CPU and memory. Mobile interconnection, three -screen integration, multi -screen interaction, and intelligent terminals bring multiple market spaces. The continuous innovation of business models injects new vitality into the market. At present, China's integrated circuit industry has a certain foundation. Over the years, the technological innovation vitality, market expansion capabilities, resource integration momentum, and broad market potential gathered by China's integrated circuit industry over the years will achieve rapid development and throughout the next 5 years and 10 years in the next 5 years. The new step lays the foundation.
How to treat the integrated circuit industry correctly? Is it a challenge or opportunity to the integrated circuit industry in the "lack of core" environment? What is the future development trend?
01
The development status of industry development
(1) Integrated circuit output continued to grow
Since 2016, my country's integrated circuit output has steadily increased. In 2020, my country's integrated circuit output reached 26.126 billion yuan, an increase of 16.2%year -on -year; in October 2021, my country's integrated circuit output reached 297.54 billion yuan, an increase of 48.1%year -on -year.
(2) The scale of integrated circuit industry has grown at a high speed
The sales of China's integrated circuit industry increased from 433.55 billion yuan to 884.8 billion yuan from 2016 to 2020. In the first three quarters of 2021 685.86 billion yuan. This is mainly driven by the downstream markets such as the Internet of Things, new energy vehicles, smart terminal manufacturing and new generation of mobile communications. Under the effects of maintaining high prosperity, strong support for industrial policies, and continuous increase in industrial capital investment, the scale of China's integrated circuit industry has continued to maintain rapid growth.
(3) Large import and export deficit of integrated circuits
The self -sufficiency rate in my country's integrated circuit industry is relatively low, especially in the field of mid -to -high -end chips, the phenomenon of dependence on imports is more serious. In 2020, the integrated circuit import and export volume deficit was 283.7 billion yuan, and the import and export amount deficit was 233.44 billion U.S. dollars. In the first three quarters of 2021, the integrated circuit import and export volume deficit was 245.44 billion yuan, and the import and export value deficit was 203.99 billion US dollars.
(4) centralized interaction of integrated circuit industry
The integrated circuit is mainly concentrated in East China, Northwest, and South China. In 2020, the output of integrated circuits in the East China area accounts for 51.6%. Jiangsu's integrated circuit has the highest output, accounting for 32%. The output of integrated circuits in Gansu, Guangdong, and Shanghai accounted for over 10%.
02
The key enterprises in the industry
(1) SMIC n SMIC International Integrated Circuit Manufacturing Co., Ltd. ("SMIC", Hong Kong Stock Exchange Shares: 00981, Shanghai Stock Exchange, Shanghai Stock Exchange Science and Technology Board Securities Code: 688981) and its subsidiaries are one of the world's leading integrated circuit wafer foundry companies. It is also the most advanced technology, the most complete, largest, and multinational integrated circuit manufacturing enterprise group in Mainland China. Worse foundry and technical services from 0.35 microns to 14 nanometers of different technical nodes.
The company's integrated circuit wafer foundry business is based on 8 -inch or 12 -inch wafer as the basis, and hundreds of special equipment and materials are used. Based on the carefully designed process integration scheme, after thousands of procedures, Buys a complex and precise physical structure on the wafer to realize the circuit graphics and functions designed by the customer.
(2) Ziguang Guo Micro
Ziguang Guoxin Micro Electronics Co., Ltd. (stock code: 002049) is a core company of Ziguang Group Co., Ltd., and is one of the largest integrated circuit design and listed companies in China. The company takes intelligent security chips and special integrated circuits as the two major industries. At the same time, the field of semiconductor power devices and quartz crystal frequency devices is deployed to provide chips and system solutions for mobile communications, finance, government affairs, automobiles, industry, and Internet of Things and other industries. Plan and terminal products.
(3) Silan Micro
Hangzhou Silan Microelectronics Co., Ltd. (stock code: 600460) is a high -tech enterprise specializing in the design of integrated circuit chips and the production of semiconductor microelectronics related products. The main products include three categories: integrated circuits, semiconductor separate devices, and LEDs (light -emitting diode) products. Silanwei has developed from a pure chip design company to a few domestic comprehensive semiconductor product companies with IDM mode (design and manufacturing) as the main development model.
(4) Changdian Technology
Jiangsu Changdian Technology Co., Ltd. is the world's leading integrated circuit manufacturing and technical service provider, providing a full range of chip finished manufacturing one -stop services, including integrated circuits System integration, design simulation, technical development, product certification, wafer mid -test, wafer -level central road packaging test, system -level packaging test, chip finished product test, and can provide direct transportation services to semiconductor customers around the world.
This, through the high -integrated wafer -level WLP, 2.5D/3D, system -grade package technology and high -performance FlipChip and leading -leading packaging technology, Changdian Technology's products, services and technologies cover mainstream integration. Circuit system applications include network communication, mobile terminals, high -performance computing, vehicle electronics, big data storage, artificial intelligence and IoT, industrial intelligence manufacturing and other fields. In China, South Korea, and Singapore, they have two major R