Analysis of the market pattern of China’s integrated circuit industry in 2021

Analysis of the market pattern of China’s integrated circuit industry in 2021

At present, the development of my country’s artificial intelligence, automotive electronics, Internet of Things, 5G and other modern technology industries is inseparable from the support of integrated circuits. In other words, integrated circuits are the core components of my country’s current scientific and technological development. Therefore, the Chinese government attaches great importance to the development of integrated circuits. , introduced a number of policies to support the integrated circuit industry. Especially in the economically developed Yangtze River Delta region, cities such as Shanghai and Wuxi have strong economic and talent advantages. The Yangtze River Delta region has vigorously developed integrated circuits with these advantages and has become the main production area of ​​integrated circuits in my country.

Main listed companies in the integrated circuit industry: At present, the listed companies in the domestic integrated circuit industry mainly include Accelerator Technology (002281), Datang Telecom (600198), Silan Micro (600460), Hengrun Hi-Tech (836021), National Technology (300077) , SMIC (688981) and so on.

The core data of this article: the scale of the integrated circuit industry and the output of integrated circuits in the Changjiang Sanjia area.

1. The Chinese government attaches great importance to the development of the integrated circuit manufacturing industry

my country attaches great importance to the development of the integrated circuit manufacturing industry, and has issued a number of policies to support the development of my country’s integrated circuits over the years. The 14th Five-Year Plan for and Social Development and the Proposals for the 2035 Long-term Goals” officially included integrated circuits in China’s “14th Five-Year Plan”, aiming to improve the new national system under the socialist conditions of our country and lay the key The battle of core technology will break through my country’s key technical difficulties in the field of integrated circuits.

Analysis of the market pattern of China’s integrated circuit industry in 2021

Analysis of the market pattern of China’s integrated circuit industry in 2021

2. Under the promotion of policies, the market scale of my country’s integrated circuit manufacturing industry continues to increase

Under the promotion of my country’s policies, the main representative enterprises in my country’s integrated circuit industry continue to break through technical barriers and promote the development of my country’s integrated circuit industry. Among them, SMIC is currently able to produce n+1 nm integrated circuits, although it cannot completely replace 7nm chips. , but it can also solve the problem of shortage of airport circuits in my country in a short time

According to the data of China semiconductor Industry Association, from 2015 to 2020, the scale of my country’s integrated circuit market is increasing year by year. In 2020, the scale of my country’s integrated circuit market is 884.8 billion yuan, an increase of 17.00% over 2019.

Analysis of the market pattern of China’s integrated circuit industry in 2021

3. The Yangtze River Delta region has become an important area for the development of integrated circuits in my country

With the continuous improvement of the market scale of my country’s integrated circuit industry, various regions have joined the development and production of integrated circuits. At present, the Yangtze River Delta region is the most important production area of ​​integrated circuits in my country. The Yangtze River Delta region includes Shanghai, Jiangsu and Zhejiang. These cities have higher education institutions such as Shanghai Fudan University and Zhejiang University, and have great talent advantages. The Yangtze River Delta region is economically developed and has strong economic strength. Therefore, the Yangtze River Delta region has become the current It is the most important integrated circuit development and production base in China and occupies an important position in the domestic integrated circuit industry.

In 2020, there are 6 of China’s top ten integrated circuit design companies in the Yangtze River Delta region. The Yangtze River Delta region has initially formed a relatively complete integrated circuit industry chain including research and development, design, chip manufacturing, packaging and testing, and supporting industries.

Analysis of the market pattern of China’s integrated circuit industry in 2021

The Yangtze River Delta region is the most important IC development and production base in China, and occupies an important position in the domestic IC industry. The IC industry in the Yangtze River Delta is mainly distributed in Shanghai, Wuxi, Suzhou, Hangzhou and other urban agglomerations. The Yangtze River Delta region has initially formed a relatively complete integrated circuit industry chain including research and development, design, chip manufacturing, packaging and testing, and supporting industries.

The Yangtze River Delta region attracts domestic and foreign investment with its unique geographical location, national and local policy support, relatively complete industrial chain, relatively reasonable integrated circuit industry structure, and abundant industrial talents. momentum.

The newly built and under-constructed IC industry bases need to attract a large amount of international and domestic investment, develop a complete IC industry chain from design, manufacturing to packaging and testing, as well as a complete IC peripheral service industry and supporting facilities, such as logistics, etc. , become the main development goal of this region.

The national IC design industry industrialization bases in the entire Yangtze River Delta region account for 3 out of the only 7 in the country, namely Shanghai, Wuxi and Hangzhou; among the national national IC design talent training bases, the district also accounts for 5. These are Shanghai Jiaotong University, Fudan University, Southeast University, Zhejiang University and Tongji University.

Analysis of the market pattern of China’s integrated circuit industry in 2021

The Yangtze River Delta region is the region with the most solid foundation and the most advanced technology in China’s integrated circuit industry. The industrial scale accounts for half of the country’s total. The industrial chain of design, manufacturing, packaging and testing, equipment, and materials has developed in an all-round way. Among them, local companies in the integrated circuit manufacturing industry include SMIC, Hua Hong Group, Hefei Ruili, and China Resources Microelectronics.

From 2015 to 2020, the overall output of integrated circuits in the Yangtze River Delta region showed a fluctuating upward trend, but the proportion of output in the country showed a fluctuating downward trend, falling from 60.04% in 2015 to 51.98% in 2020. According to data from the National Bureau of Statistics, in 2020, the output of integrated circuits in “one city and three provinces” in the Yangtze River Delta region will total 135.901 billion pieces. Among them, the output of integrated circuits in Jiangsu and Shanghai is 83.65 billion and 28.867 billion respectively, and Zhejiang and Anhui are 17.41 billion and 5.974 billion respectively.

Analysis of the market pattern of China’s integrated circuit industry in 2021

Source: Qianzhan Industry Research Institute

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