China's IC industry to make up for the gap between supply and demand

"Although the construction of semiconductor manufacturing plants in recent years has promoted the expansion of China's integrated circuit production capacity, due to the faster growth of market demand, the gap between China's integrated circuit production and demand is still widening." On November 4th, At the 2010 Beijing Microelectronics International Symposium sponsored by the Beijing Municipal Commission of Economics and Information Technology, Daniel Martin, Executive Vice President of SEMI Global delivered a speech to the participants. “In 2004, the supply and demand gap of China's integrated circuits was 36 billion U.S. dollars; By 2009, the supply and demand gap has increased to $67 billion, which has almost doubled in five years. "Indeed, the amount of imported ICs in China has already exceeded the amount of energy products such as imported oil, so it is necessary to focus on increasing the number of integrated circuits. Localization rate, and this must be done in product innovation, process improvement, capacity expansion and other aspects.

Semiconductor companies accumulate power "From 2010 to 2014, SMIC will implement the 'triple jump' of process technology." Wang Ningguo, President and CEO of SMIC, introduced, "Up to 2014, SMIC's technological level The current 65nm/55nm will be increased to 32nm/28nm. At the same time, SMIC will continue to expand its advanced technology production capacity. According to Wang Ningguo, according to the company’s plan, in 2015, its 12-inch wafers will have an annual capacity of 2 million wafers.

In addition to upgrading its technological level, SMIC will continue to invest more in IP research and development. Because China's integrated circuit design companies are relatively weak, design companies have less IP. "When SMIC wants to grow with China's IC design companies, it must help them with IP." Wang Ningguo said, "In 2010, SMIC invested more in IP than in the past three years. sum."

In addition to upgrading its technological level and expanding its production capacity, SMIC also attaches great importance to its cooperation with Chinese customers. Wang Ningguo said that the sales of Chinese customers in SMIC continue to increase steadily. In the third quarter of this year, the revenue from Chinese customers accounted for 32% of SMIC's total revenue. In the third quarter of last year, this figure was only 21%. It is expected that this figure will reach 34% by the fourth quarter of this year. "At present, SMIC's 65-nanometer process has 15 tapeout projects, half of which are for Chinese customers," said Wang Ningguo.

Chinese semiconductor companies also have good performance in product innovation. During the Beijing Microelectronics Symposium, Jingxin Century (Beijing) Semiconductor Technology Co., Ltd. released its first core baseband chip product. Jingxin Century is a chip designer who is committed to the development of 3G/4G core chip technology for mobile communications and 3G/4G terminal core chips and motherboard solutions. Since its establishment in August 2009, it has been successfully launched after one year of efforts. This core baseband chip. According to the company’s chairman Dong Defu, the chipset launched this time supports 3.5G data services with a downlink speed of 7.2Mbps and an upstream speed of 384Kbps. The first batch of 200,000 order products will be sent to Southeast Asia in December, while Europe Pre-tests conducted by operators also received good feedback. "Our new chip will bring the price of the HSDPA data card from the current 30 US dollars to 25 US dollars, which is believed to have a significant impact on the market," said Dong Defu. The reporter also learned that the company plans to complete a complete 3G mobile phone reference design plan in the second quarter of 2011, and will make further efforts to enable the chip to support multi-mode systems in the near future.

Beijing has more elemental resources that are concentrated in the IC industry as China’s premier region. Beijing’s microelectronics industry has also made remarkable achievements in the past 10 years. The next step is how to comprehensively promote and become the focus of the industry. The deputy mayor of the city of Beijing, Lou Zhongwen, emphasized that in the next few years, Beijing's electronic information industry will learn from the successful construction experience of the Beijing Digital TV Industrial Park centered on the 8.5th generation of BOE, and comprehensively promote the integration of SMIC's expansion project as the core. Circuit Industry Park, Mobile Silicon Valley Industrial Park with Jingxin Semiconductor as the core, LED Industrial Park with Dongbei Photoelectric as its core, and Zhongguancun Science City with focus on regional resource integration to build a complete industrial chain Supporting system. “At the same time, we will also use the advantages of the “pre-emptive pilot” policy in the Zhongguancun National Independent Innovation Demonstration Zone to bring together more elemental resources to concentrate on high-end and basic industries such as integrated circuits and flat panel displays, and realize the transformation of economic growth mode and industrial structure. Adjustments will enable Beijing's development to embark on the track of science and technology leadership and innovation," said Yan Zhongwen.

Liang Sheng, deputy director of the Beijing Municipal Commission of Economics and Information Technology, said that since the publication of the No. 18 document by the State Council in June 2000, the Beijing integrated circuit industry has continued to grow and develop, initially forming a collaborative development of design, manufacturing, packaging, testing, and equipment and materials. situation. At the same time, the TFT-LCD industry, which enjoys the same policy and the same strategic position as the microelectronics industry, has also been growing. The TFT-LCD industry base with the BOE Group as the core has become the largest flat panel display industry base in the country.

During the Beijing International Symposium on Microelectronics, Beijing also convened a working conference to promote the industrialization of major national science and technology projects (01 to 04). The reporter learned that the current four special projects are progressing smoothly. 01 China Mobile Ophone and China Unicom Uphone have been listed on 11 special products, and the cumulative sales volume has exceeded 500,000 units. The 12-inch 65-nm gate etching machine developed by the North Microelectronics Corporation in Special Item 02 has entered the SMIC production line examination test, and achieved sales in the LED field; Beijing Qixing Huachuang 12-inch oxidation furnace and other various equipment It has successfully passed the assembly debugging and performance index test of the whole machine and started to enter the verification of the large production line. 03 Beijing Zhongyi Video Co., Ltd. in the special project completed the successful tapeout of the world's first TD-LTE terminal baseband chip and successfully applied it during the Shanghai World Expo. One of the hallmark products in the 04 special project - the largest domestic standard and the highest level of super heavy-duty machine tools - the "CNC Heavy-duty Bridge Gantry Five-axis Linked Turning-milling Machine Tool" has been delivered.