Ye Tianchun: The development of integrated circuits in the 13th Five-Year Plan should pay attention to five issues
During the "Thirteenth Five-Year Plan" period, China's integrated circuits will face a new industrial situation. Under the new situation, the development of China's integrated circuits should be noted in the following five aspects.
During the "Eleventh Five-Year Plan" and "Twelfth Five-Year Plan" period, with the launch of major national science and technology projects such as "Nuclear High Base", "Integrated Circuit Specialization" and "New Generation Wireless Communication", China began to accelerate around the industrial chain of integrated circuits. Deploying the innovation chain; “Several policies to further encourage the development of the software industry and the integrated circuit industry” (Guo Fa  No. 4) issued in 2011 provided significant benefits to IC companies in terms of capital, policy, financing, and talents. Support, industrial chain construction accelerated; and in 2014, "National Integrated Circuit Industry Development Promotion Outline" (Guo Fa  No. 4) was issued, and a national-level IC investment industry fund was established, while encouraging social capital investment and activation. The financial chain of the integrated circuit industry.
The development of any industry requires the coordinated promotion of the industrial chain, the innovation chain and the financial chain. The above policies have been introduced one after another, and a synergy has gradually formed. In particular, the establishment of industrial investment funds will promote the integration of industry mergers and acquisitions and inter-enterprise resources in China's integrated circuits, so that China's integrated circuits are expected to have a high-speed growth momentum, and the gap with international advanced enterprises will narrow, and enter global integration. The first camp of the circuit. This is the background for discussing the industrial development during the 13th Five-Year Plan period.
Under such a background, China's integrated circuit development during the "13th Five-Year Plan" period should pay attention to the following five aspects. First of all, technology research and development should pay more attention to innovation. The reason for this is that the development model of China's integrated circuits was a catch-up type. Because the development path has already been passed by others, the general direction is not wrong. In the past, China’s technology research and development was more characterized by “introduction, digestion, and innovation”. However, with the implementation of the national major special projects and the promotion plan of the integrated circuit industry, on the one hand, the pace of technological progress has been significantly accelerated. On the other hand, after extensive international mergers and acquisitions and integration, the “13th Five-Year Plan” period should be able to enter the international In the camp, even if it is not at the forefront, at least it is behind the leader. At this time, there are not so many other people's experiences to learn from, because foreign companies are also looking for the next path, how to go, everyone is exploring. If China's integrated circuits want to continue to maintain their stamina, they must pay more attention to innovation and research and development, especially the original innovation and integrated innovation, and can not rely on others. Otherwise, someone else suddenly turned, what should we do?
Second, the state should further increase its efforts in major special projects and key science and technology plans. Don't think that there are more than 100 billion yuan of industrial funds to invest, and everything will be fine. This is a mistake made in the development of China's previous integrated circuit industry. As the input is not continuous, the development is intermittently stagnant, and the gap is getting bigger and bigger. Integrated circuits are an industry with rapid technological advancement and rapid industrial development. Unsustainable investment is a taboo in the development of integrated circuits. The investment, especially the investment in technology research and development funds, must be sustainable in order to keep up with the international pace.
Third, the focus of technological innovation should be aimed at market applications. At present, there are three directions that deserve special attention: First, the opportunities brought about by China's industrial restructuring, namely, intelligent manufacturing or industry 4.0. China is a "world factory", but the manufacturing industry is still mainly at the low-end and the middle and high-end transformation must be informatized and intelligently transformed. The market opportunities brought by the upgrade of manufacturing industry to integrated circuits are quite huge. The second is the electric vehicle market. Future electric vehicles are not just an alternative to existing cars, it will also change the entire automotive industry. The future of electric vehicles will develop into an information platform. The original driving of the car is only one of the most basic functions, which in turn evolved into autonomous driving; the biggest change is that it will integrate various networks, information and media platforms into a comprehensive information terminal. Fourth, industries related to social management and people's livelihood. For example, an old society is a major social management issue and a huge market. The community and hospital infrastructure will be upgraded, and a large number of sensors and processors will be adopted. Integrated circuit companies should aim at the application trends in these markets, and find their own market needs for technological innovation, rather than always following others.
Fourth, continue to build on the development of integrated circuit manufacturing. "Manufacturing the country" is China's national policy. As the core and most important product of the information age, the chip must also be based on manufacturing to develop. Manufacturing is an industry with a relatively slow investment, but it is the foundation of the entire industry and is indispensable. Be patient when developing it. At present, China's IC industry investment is very active. This is a very good situation. Under such circumstances, we must focus on guiding capital investment with industrial development willingness, establish a long-term sustainable development capital platform, and at the same time prevent excessive capital market. Speculation, capital for short-term speculation will have a great impact on the long-term development of the industry. At present, China's IC industry is prospering, and there may be a mixed situation. Be sure to prevent short-term behavior and avoid frying the bubble too high.
Fifth, the state must have an overall layout for the development of integrated circuits. Nowadays, all localities are actively launching the integrated circuit industry and have played a major role in promoting the development of China's integrated circuit industry. At the same time of encouragement, it also needs to be regulated. In particular, some local governments should be restricted to introduce projects with the "political performance project" thinking mode, regardless of the cost of investment. Otherwise, it may lead to disorderly competition, repeating the blind investment of LED, solar energy and other industries in the past few years, and repeating the low level of repetition. This is especially true when developing integrated circuit manufacturing.