On December 3, the National Electronic Information Industry Work Symposium and IC Industry Work Conference hosted by the Ministry of Industry and Information Technology and China Electronics News was held in Beijing. This meeting is to study and implement the spirit of the Fifth Plenary Session of the 18th CPC Central Committee, implement the National Strategic Plan for the Development of the Integrated Circuit Industry, China Manufacturing 2025, and the "Internet +" Action Opinions and other national strategies to explore the "13th Five-Year Plan". The development of electronic information industry. In this meeting, Ye Tianchun, director of the Institute of Microelectronics of the Chinese Academy of Sciences, gave a speech on the development of China's IC manufacturing industry chain and the thinking and suggestions during the 13th Five-Year Plan period.
The IC industry has made breakthroughs in six areas
At present, the world has entered the information age, and China has also proposed a development strategy of "two integrations." In this situation, the chip has become the most important basic product. If we do not solve the problem of weak IC industry, it is equivalent to not solving the steel supply in the industrial era. However, since 2008, China's IC industry has made great progress in many aspects under the impetus of the 01 special project and the 02 special project established by the state. The details can be roughly covered in six aspects:
First, high-end equipment has broken through from scratch. Under the promotion of the 02 special project, the domestic equipment achieved a breakthrough from scratch, and the overall level reached 28 nanometers. Before the implementation of the special project in 2008, the 12-inch domestically produced equipment was completely blank. There were only two 8-inch equipments supported by the “863” major special project in China. By 2015, 16 kinds of 12-inch equipment have been used in large production lines, and the overall technical level has reached 28 nanometers. Ten of the key equipment have been sold or entered into the procurement process. 29 kinds of packaging and testing equipment have formed a full line integration capability. This means that China has built its own technology in integrated circuit manufacturing. Integrated manufacturing requires the import of a large amount of equipment. Many equipment imports require export licenses from foreign countries (especially the US government). I believe that after a while, these export restrictions will be invalid. Our situation of being controlled by people will be effectively alleviated.
Second, the manufacturing process has made great progress. China's integrated circuit technology level is entering the international mainstream, and has developed a number of special product technologies that meet the needs of the industry and the market. Before the implementation of the special project in 2008, the mass production technology of China's technology is 110 nanometers, and the research and development technology is 90 nanometers. By 2015, the cumulative sales of 65/55 complete sets of process products will not be 4 billion, the 28-nanometer process will be officially mass-produced, and the key technologies of 20/14 nm will be developed.
The third is the realization of high-end packaging. China's packaging and testing industry has entered the world's advanced ranks, and some of its packaging and testing technologies have taken the lead in the world. Before the special implementation in 2008, China's packaging technology was mainly concentrated in the low-end. In 2015, high-density packaging achieved mass production, and entered high-end packaging, copper bumps and other technologies to achieve independent innovation, 3D packaging breakthrough. At the same time, we have also established an innovation alliance for the packaging industry. This is an attempt in the innovation chain, focusing on leading companies and research institutes in the industry, and doing research and development on some common technologies. It marks that Chinese companies have adopted new innovation models to achieve sustainable development after entering the forefront of the world.
Fourth, key material products entered the market in batches. China's batch of 8-12-inch integrated circuits use key materials to break market monopoly and achieve domestic mass sales. Prior to the implementation of the 2008 02 special project, the materials were all dependent on imports. By 2015, 8-inch wafers/SOI entered the market in large quantities, and polishing fluids and targets began to enter the market. The local supply of materials is very important for reducing manufacturing costs and improving competitiveness in the future.
Fifth, the intellectual property environment has been greatly improved. Since the implementation of the special project, 21,938 invention patents have been applied, including 1993 international patent applications. The breakthrough in the construction of the independent intellectual property system has begun to have its own position in the latest international technology generation. For example, in the 20-14 nanometer technology generation, there are a large number of layouts of high-k metal gate key technology, 22 nanometer planar device integration technology, 16 nanometer three-dimensional device key technology, advanced technology and domestic equipment. And now everyone is paying attention to memory, which means that China may start to have its own position in the latest technology.
Sixth, the application of special results in radiation, driving the innovation and development of the relevant semiconductor industry. Special results have been widely used in the relevant semiconductor field, and radiation boosts the development of strategic emerging industries. For example, in the field of photovoltaics, a complete set of domestic solar cell equipment began to replace imports, occupying the market of domestic solar cell production line equipment. Beijing Zhongkexin and Qixing Huachuang became the main suppliers; in the LED field, the localization of the light-emitting chip manufacturing equipment is progressing rapidly, and the North Micro becomes the main supplier. The micro-MOCVD products have been finalized for sale. In terms of the new flat panel display, Qixing Huachuang began to supply BOE equipment, and the AMOLED lithography machine entered the final stage.
In short, the implementation of major special projects, China's integrated circuit manufacturing industry has been comprehensively improved, creating favorable conditions for the development of the industry. This includes the blanks being filled, the industrial chain basically formed, the industrial ecology is greatly improved, the technological level is greatly improved, and the innovation capability is realized. In accelerating the upgrading of China's integrated circuit industry technology, the enhancement of product innovation capability, and the expansion of industrial scale, etc. It has played an important role in promoting.
6 suggestions for industrial development during the 13th Five-Year Plan period
Facing the above-mentioned industrial situation, during the 13th Five-Year Plan period, the following aspects of the integrated circuit industry are worth noting:
First, independent innovation and international cooperation must have a win-win model. Integrated circuits are a highly international industry, so China must take the path of openness, cooperation, and alliance when developing the integrated circuit industry. Chinese companies need to find a win-win model in independent innovation and international cooperation. Get rid of the simple development of the past merger or "introduction - digestion and absorption - re-innovation". “Putting out and buying in” is a new strategy. For overseas companies to come to China, they also need to find a cooperation model of "you have me, I have you". Internationalization is the long-term development direction of Chinese enterprises.
Second, we must pay more attention to innovation in the new situation. In the past, China's development model was a catch-up type, so it insisted on the idea of “introducing digestion and re-innovation” for a long time. With the coordinated 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 a large-scale international mergers and acquisitions and integration, our industry and technology will reach a new height. When we have reached the stage behind the leader, there are not so many other people's experiences to draw on. Everyone is groping because of how to go. Therefore, it is necessary to pay attention to the latest technology that cannot be bought. If China wants to continue to maintain its stamina, it must pay more attention to innovation and research and development, especially the original innovation and integrated innovation, and not rely on others. Otherwise, someone else suddenly turned, what should we do?
Third, the state's investment in integrated circuits must be sustained. This is extremely important. During the "Thirteenth Five-Year Plan" period, 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.
Fourth, the focus of technological innovation should be aimed at market applications. The innovation of integrated circuits should be oriented towards industrial structure adjustment, strategic emerging industries and social service intelligence, and carry out overall, systematic and integrated innovation; at the same time organize innovative R&D alliances to promote industrial chain innovation. From "following strategy" to "innovation leapfrogging", China has formed its own characteristics in the global industrial innovation chain. It must base itself on the Chinese market to achieve world-level innovation and form innovative technologies and innovative products with distinctive features in several core technology fields. Through technological chain synergy, from technological innovation to business model innovation.
The fifth is to adhere to the integrity 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.
Sixth, 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. However, while encouraging, it also needs to be regulated. In particular, it is necessary to restrict the introduction of projects in the "political performance engineering" mode of thinking in some places, 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. As for the introduction of projects abroad, the most important thing is to pay attention to the deep integration in the industrial chain and establish a new model of independent innovation and development. For example, it establishes strategic cooperation with system users, supports local equipment and material supply chain, and conducts R&D cooperation and personnel training with mainland institutions.
(transferred from "China Electronics News")