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Taking a look at the development context of China’s integrated circuit industry since the new century, it is not difficult to find that, in addition to the market divisions and disputes of semiconductor giants and startups, national and local industrial support policies are invisible behind the entire industry. The pusher is also a sharp sword.

This raging industry war has been ignited to this day. No matter from which angle we sort out its development context, there is always an inevitable node. Its appearance is officially the entire integrated circuit in China. (IC) The development of the industry has cleared up a dark land.

The story begins in 2014. This year, the State Council issued the “Outline for the Promotion of the Development of the National Integrated Circuit Industry”, drawing a 15-year development plan for the domestic IC industry.

In the grand plan, the gap between China’s IC industry and the international advanced level is gradually narrowing, and the industry’s average annual sales revenue growth rate exceeds 20%. IC design technology in key areas such as mobile smart terminals, network communications, cloud computing, and the Internet of Things has reached internationally advanced levels.

The coming year 2020 is the acceptance year for such a scene, and it is also a key node of the outline. The drums of industrial reform have taken the lead. Since 2014, policies have been followed in many parts of the country. Beijing, Wuhan, Zhuhai and other cities have successively introduced policies related to the IC industry, setting off a wave of entrepreneurial innovation in the semiconductor market.

For example, after years of industrial accumulation and development in Shanghai and Wuxi, companies such as IC design, manufacturing, packaging and testing began to emerge, becoming important bridges for industrial landing. In terms of industrial landing, the two places also adopted industrial policies”Shoot” and use the IC industry ecology, subsidies and funds and other related policies to grab talents, grab companies to settle in and grab investment resources …

Especially in cities such as Shenzhen, Wuxi, Xi’an, and Chengdu, in order to introduce talents and major IC projects, the relevant subsidies for housing and household registration have been fully funded.

Under the output of this wave of policies, the IC industry support in many parts of the country has achieved initial results and has begun to taste the sweetness. Among them, the sales scale of Shanghai’s IC industry in 2018 reached 145 billion yuan, accounting for about one-fifth of the country.

So, in this huge IC policy battle, what new opportunities will the IC industry across the country usher in? How do local governments formulate industrial policies in accordance with local conditions? In this race where foreign science and technology competition is tense and domestic survival of the fittest, the innovation and evolution of China’s IC industry are further continued?

Through the battle of local IC industry policy, which has been going on for five years, Zhixi tried to clarify the policies and structure of policies in various parts of China, and analyze how they will bring China’s IC industry to international competition On the track.

Design industry has become an important driving force for the development of China’s IC industry

In the new era, the focus of China’s IC industry development has gradually shifted from the packaging and testing industry to the design industry.

According to the data from the China Semiconductor Industry Association, in 2012, China ’s IC industry has formed a relatively complete industrial chain in which IC design, wafer manufacturing, and packaging and testing are developed simultaneously. However, the structure of the three industries is extremely unbalanced and sales revenue accounts for They are 28.8%, 23.2%, and 48%, with a focus on the packaging and testing industry.

The scale of the IC industry structure in China has not become reasonable until 2018, especially in the design industry. Last year, the proportion of China’s IC design industry sales revenue increased to 38.6%, and the industry’s high-end technological strength has been greatly enhanced. In addition, the scale of the wafer industry and packaging and testing industry accounted for 27.8% and 33.6%, respectively.

In terms of industrial revenue, China’s IC industry sales revenue in 2018 was 653.2 billion yuan, of which 251.93 billion yuan was in the design industry, 219.39 billion yuan was in the packaging and testing industry, and 181.82 billion yuan was in the wafer industry.

Yu Kang, deputy director of China Semiconductor Industry Association, believes that China’s IC industry structure has gradually changed from “small design-small manufacturing-large packaging and testing” to “large design, manufacturing, and packaging and testing”, and gradually Towards high-end development.

DesignHas become the focus of multi-region IC policy competition. In November this year, at the ICCAD 2019, the recently concluded IC industry event, Professor Wei Shaojun, the director of the Tsinghua Microelectronics Institute and the chairman of the IC Design Branch of the China Semiconductor Industry Association, threw out the ten largest Chinese IC design industry in 2019 Big city leaderboards.

Shenzhen, Shanghai, and Beijing are still sitting in the top three of China’s IC design industry, and Wuxi, Hangzhou, and Xi’an have become the six major cities with sales exceeding 10 billion yuan.

If the manufacture of a chip is like building a house, the design of the chip is like the design drawing of a house.

People need to carefully consider and plan the lighting, ventilation, layout and beam structure of the entire house in the design, just like the designer ’s overall layout, winding, energy consumption and power of the chip. Each element is designed to achieve the best performance of the chip during operation.

To a certain extent, the level of the IC design industry reflects the technical threshold of the entire IC industry chain from the side, and it also means the upper limit of the industrial ceiling.

The design industry has become a microcosm of the development of China’s IC industry, condensing the innovation and change in China’s semiconductor industry in recent years.

The battle of IC policies in the top ten cities

After in-depth investigation, we found that the following 10 cities are not only the fastest-growing and most concentrated cities in China’s IC industry. At the same time, they have continuously introduced new policies and regulations in the past. Xiao Yan’s research value.

We conduct an in-depth analysis of the important IC industry policies implemented in these ten cities over the years, and we can see how local policies attract talent and capital, and promote the development and implementation of the industry step by step.

Although the focus of the IC industry competition in each city has its own characteristics, it is inseparable from the competition for talent, technology, subsidies and industrial clusters.

In terms of industrial clusters, the Yangtze River corner is represented by Shanghai and Wuxi, and both are trying to plan and build IC industry clusters. Among them, Shanghai established an IC industry fund with a target size of RMB 50 billion in 2015, focusing on investment in IC manufacturing and equipment.

In terms of technological innovation, Beijing and Hangzhou are further strengthening their investment in IC design innovation. In addition, Chengdu has clearly focused on the introduction of IC-related companies, while Shenzhen has laid out an all-round development of the IC industry from the industrial chain to core technologies.

1, Shenzhen: Build IC industry cluster, improve the level of high-end chip design

Speaking of China’s IC design industry, Shenzhen is undoubtedly one of the most attracted important cities.

In May of this year, Shenzhen issued the “Shenzhen Action Plan to Further Promote the Development of the Integrated Circuit Industry (2019-2023) ” In 2023, the Shenzhen IC industry sales revenue will exceed 200 billion yuan, of which the design industry sales revenue will exceed 160 billion yuan, and the manufacturing industry and related sales revenue will reach 40 billion yuan.

In terms of funding, the Shenzhen Municipal Government has established an integrated circuit sub-fund through a guidance fund with a target size of 50 billion yuan and an initial phase of 10 billion yuan. It also guides and encourages angel funds and venture capital funds to invest in IC companies.

With the development trend of cloud computing and big data, Shenzhen also plans to use leading enterprises as carriers to deploy high-end general-purpose chips such as high-performance CPUs, GPUs, and FPGAs for data centers and servers.

Shenzhen will also use the advantages of its own IC design industry leader to focus on improving the technical level of high-end chip design.Strengthen chip research and development in 5G communications, AI, Internet of Things and automotive electronics.

At the same time, in order to ensure the landing of major IC projects, Shenzhen has further optimized the industrial landing supply mechanism. Not only are plans to build a number of new bases and parks related to the IC industry, but also priority will be given to IC companies for innovative industrial housing.

2, Shanghai: Construction of key planning industrial clusters

As an important window for opening up to the outside world, Shanghai is very sensitive to industrial development and has always been in the vanguard of development.

In 2017, the Shanghai Municipal Government launched “Several Policies on Further Encouraging the Development of the Software Industry and the Integrated Circuit Industry” in this Municipality, with a view to creating an IC industry cluster and innovation source with international influence.

In order to increase support for the construction of advanced IC production lines and the equipment and materials industry, Shanghai established an IC industry fund of 50 billion yuan in 2015, mainly for the design industry, equipment materials industry, and manufacturing industry.

In the same year, Shanghai issued the “Detailed Implementation Regulations for the Special Support for the Development of the Software and Integrated Circuit Industry in Shanghai”, which set up special support funds for accelerating the innovation and transformation of the IC industry, developing strategic emerging industries, and increasing capacity levels, and for IC and electronic information Support for key projects in the manufacturing sector does not exceed 8 million yuan.

In June last year, Shen Wei, chairman of the Shanghai IC Industry Investment Fund, said that investment funds will accelerate the development of high-end chips such as automotive chips, smart mobile chips, IoT chips, AI memory chips, security chips, and smart memory chips in the future. Investment to accelerate chip development and production.

3. Beijing: Creating an IC Innovation Base with International Influence

As a city with abundant domestic resources such as technology, capital and human resources, Beijing’s IC industry policy also makes full use of these advantages.

As early as 2014, the Beijing Municipal Government established a mother fund for the development of equity investment in the integrated circuit industry, with a total fund size of 30 billion yuan. At present, the fund is mainly used to invest in sub-funds in the two major areas of manufacturing and equipment, design and packaging and testing.

The following year, the Beijing Municipal Government promulgated the “Made in China 2025” Beijing Platform for Action, organizing the implementation of eight special projects including IC, new energy smart cars, and autonomous controllable information systems to drive relevant enterprises to achieve their priorities. Field breakthrough.

In the IC special field, Beijing is meeting the needs of mobile and ubiquitous smart terminal products for chip miniaturization and miniaturization. It focuses on chips such as memory, mobile communication, GPU and CPU, and accelerates the development and development of 14nm process technology. Production line construction.

With the continuous implementation and implementation of policies, in 2017, Beijing further promulgated the “Guiding Opinions on Accelerating the Development of Science and Technology Innovation in the Integrated Circuit Industry in Beijing” and proposed the overall goal of the development of the IC industry. By 2020, Beijing will The IC industry technology innovation base with international influence has been established, and the design technology in key areas has reached the international advanced level.

4, Wuxi: Focus on supporting small and medium-sized IC enterprises

The construction and development of the IC industry in Wuxi has started slowly since the 1980s. Therefore, in the current round of development boom in the IC industry, the advantages are also more obvious.

In 2016, the Wuxi Municipal Government issued the “Policy Opinions on Accelerating the Development of the Integrated Circuit Industry in Wuxi”, focusing on and fostering several well-known IC leading enterprises at home and abroad, and supporting a group of “specialized, refined, special, new” Small and medium sized IC enterprises.

The policy proposes that Wuxi strives to achieve an IC industry output value exceeding 100 billion during the “Thirteenth Five-Year (2016-2020) ” Meta goals. Among them, the design industry’s output value should reach 12 billion yuan, manufacturing industry 25 billion yuan, packaging and testing industry 35 billion, and supporting support 30 billion.

In terms of funds, Wuxi has set up an integrated circuit industry investment fund with a total size of 20 billion yuan, and raised 5 billion yuan in the first phase, which is mainly used to introduce major projects in the IC industry chain and promote the improvement of the production capacity of key enterprises in Wuxi.

In addition to the establishment of a fund, the Wuxi Municipal Government will also provide 100 million yuan in annual support funds for the development of the city’s IC industry.

As the support continues to increase, in 2018, the Wuxi Municipal Government issued the “Wuxi City Policy Opinions on Further Supporting the Development of the Integrated Circuit Industry” (2018-2020) “, proposed to focus on supporting and encouraging chip design and development in the fields of Internet of Things, computers, network communications and automotive electronics.

In terms of manufacturing process, Wuxi also supports advanced production lines of 12 inches and above and 8 inchesThe construction of special production line with special features.

Wuxi has also made great efforts in the introduction of talents, especially in terms of housing treatment. Leading talents in the IC industry who buy a house in Wuxi will be awarded a subsidy of 300,000 yuan.

Compared with the settlement policy, Wuxi stipulates that the newly established headquarter enterprises identified will be given a one-time settlement award of no more than 10 million yuan based on the actual paid-up capital and contribution to the municipal economy.

5, Hangzhou: Prioritize the development of IC design industry and build IC industrial park

Although the IC industry in Hangzhou has become the supporting industry of the city’s electronic information industry, and has a relatively leading IC design company, and the development of the IC industry chain is relatively complete, it has missed the golden decade of development opportunities for the IC industry.

In order to seize the strategic commanding heights of the development of the IC industry, the Hangzhou Municipal Government issued the “Hangzhou Integrated Circuit Industry Development Plan” in 2017, and strives to achieve the goal of 50 billion yuan in Hangzhou IC industry’s main business revenue by the end of 2020. The city’s chip design industry revenue reached 20 billion yuan, manufacturing industry 20 billion yuan, packaging and testing and materials industry 10 billion yuan.

In terms of corporate training, Hangzhou also plans to cultivate 3 to 5 companies whose main business income exceeds 5 billion yuan, more than 5 to 8 companies to exceed 1 billion yuan, and more than 30 enterprises by the end of 2020. 100 million yuan.

It is worth mentioning that the development path of the IC industry in Hangzhou is relatively clear. The first is to give priority to the development of the IC design industry. The second is to choose the basic IC manufacturing field and increase the use of special technologies such as MEMS, automotive electronics, and MRAM. R & D efforts; the third is to selectively develop supporting equipment and packaging industries.

In addition, the Hangzhou Municipal Government has set up a special fund for the development of the integrated circuit industry, which will focus on funding and rewards for key projects such as IC design and development, production and packaging.

6, Xi’an: Construction of IC design industrial park, relying on key projects to achieve industrial breakthroughs

In recent years, after the development of the IC design industry in Xi’an, the attitude of those who come first has continued to rise. Especially in 2017, the scale of Xi’an IC design industry reached 7.72 billion yuan, a year-on-year increase of 111.2%. However, the overall development of the IC industry in Xi’an still has problems such as the generally small scale of local enterprises and the low matching rate of enterprises in the industry chain.

2018In 2009, the Xi’an Municipal Government promulgated the Xi’an Optoelectronic Chip (Integrated Circuit) Industrial Development Plan “, which is planned for three years and is planned to be implemented in 2021. The output value of the IC industry exceeded the goal of 100 billion yuan. Among them, the design industry output value exceeds 10 billion yuan, and the manufacturing industry output value exceeds 50 billion yuan.

On the development path, Xi’an’s policy is similar to that of Hangzhou. However, the development of IC industry in Xi’an can be divided into four aspects. One is to give priority to the development of the IC design industry; the other is to focus on the introduction and development of the wafer foundry industry; the third is to further enhance the advantages of the packaging and testing industry;

Xi’an has also achieved key technological breakthroughs in the related markets of the IC industry by relying on the key layout and development of mobile communications, memory, Beidou navigation, new energy and automotive electronics, and other emerging areas.

Xi’an’s real estate policy is mainly reflected in the investment in IC production and construction. It is understood that as of May this year, Xi’an already has 16 key IC-related construction projects.

For example, Samsung (China) Semiconductor Chip Co., Ltd. Phase II project with a total investment of 45 billion yuan, with a building area of ​​approximately 529,000 square meters M; Huawei’s Xi’an (Phase II) project with a total investment of 1.43 billion yuan will build a large-scale industrial base with a full range of supporting technology research and development.

7. Chengdu: Focus on the compound semiconductor industry chain and build an important national chip production base

Chengdu has always been at the forefront of the development of the IC industry in the central and western regions of China. Its IC design, manufacturing, packaging and testing, and the development of the material industry have formed a relatively complete industrial chain.

In order to promote the accelerated development of the IC industry, in 2018, Chengdu successively released “Several Policies and Measures to Further Support the Development of Integrated Circuit Industry Projects” and “Several Policies to Support the Accelerated Development of Integrated Circuit Design Industry”. Manufacturing and packaging testing and equipment materials and other companies and scientific research institutions support, covering a full range of fields such as talent, technology, scientific research and finance.

In May of this year, the Chengdu government promulgated the “Implementation Opinions of the General Office of the Chengdu Municipal People’s Government on Promoting the High-quality Development of the Electronic Information Industry”, targeting the IC industry.It was proposed that Chengdu should focus on building China’s “core” highlands, improve design capabilities, actively build a compound semiconductor industry chain, and build an important national chip production base.

Among them, Chengdu will plan to build a leading compound semiconductor industry chain in China, build a compound semiconductor industry chain based on RF microwave, power and other characteristic fields. At the same time, it will develop and mass-produce 5G mid-to-high frequency chips and devices, and advance layout of terahertz chips.

In terms of talents, Chengdu also plans to provide housing, housing, medical security, children’s schooling, subsidies, and entrepreneurship support to the IC industry talents.

8, Zhuhai: Creating a National IC High-end Design Base

After long-term construction, the IC design industry in Zhuhai has laid a good foundation for development. However, the shortcoming is that its intelligent terminal products and system integration enterprises still lack development momentum.

In 2015, the Zhuhai Municipal Government issued the “Opinions on Further Promoting the Development of the Software and Integrated Circuit Design Industry of Our City”, which put forward that Zhuhai will promote the industrial agglomeration and development, implement industry chain investment, and further improve the design industry chain and supporting industries.

With the gradual development of the Zhuhai IC industry, the Zhuhai Municipal Government again launched the “Zhuhai City Information Industry Development Plan” in 2017, planning the Zhuhai information industry development plan from 2017 to 2021.

Among them, the plan states that by 2021, Zhuhai will achieve the development goal of IC design industry revenue of over 10 billion yuan, with an average annual growth rate of 30%.

At the same time, Zhuhai will focus on developing high-end design industries, developing chips for emerging applications such as cloud computing, the Internet of Things, and intelligent hardware, as well as applications in key industries such as industry, finance, and power, and building a national-level IC high-end design base.

In addition, the site also plans to rationally introduce other industrial chain links such as packaging and testing, wafer manufacturing, materials and equipment, and develop design-led industrial clusters.

9, Wuhan: Forming the IC industry chain led by chip design

Five years ago, although the IC industry in Wuhan has formed the basis of the entire industrial chain of “upstream materials-design-manufacturing-package testing-downstream applications”, compared with Beijing, Shanghai, and Shenzhen, which are the first to develop, they still have There is a lot of upside.

In 2014, released by Wuhan Municipal Government”Several policies of Wuhan Donghu New Technology Development Zone Management Committee on accelerating the development of software and information services (Trial) “, focusing on IC < span class = "text-remarks" label = "Remarks"> (including MEMS) The development of the design industry, and formulated a number of subsidy regulations.

For IC design companies such as participating in multi-project wafer (MPW) projects and purchasing photomasks (MASK) , Wuhan has formulated a certain proportion Related to the cost of subsidies for the development of 180nm and 90nm process technology.

With the promotion and implementation of the policy, the Wuhan Municipal Government issued the “Opinions of the Wuhan Municipal People’s Government on Promoting the High-Quality Development of Key Industries” in November this year, which clearly stated that Wuhan will focus on the development of memory chips, optical communication chips and satellite navigation chips. With a relatively complete industrial chain that takes chip design as the lead, chip manufacturing as the core, and packaging and testing as supporting facilities, it strives to achieve a development goal of more than 100 billion yuan in IC industry main business revenue in 2022.

10. Nanjing: Creating IC industry landmarks, gathering industrial talents in three aspects

In recent years, Nanjing has gradually gathered more than 170 IC-related companies through local human resources and industrial resources, covering design, manufacturing, packaging and testing and materials.

In 2017, the Nanjing Municipal Government issued the “Thirteenth Five-Year Plan for Industrial and Information Development of Nanjing”. In terms of the IC industry, it is proposed that by 2020, Nanjing IC industry sales revenue will exceed 50 billion yuan, and strive to reach the development goal of 100 billion yuan.

With the development of the IC industry in Nanjing, in February this year, the Nanjing Municipal Government issued the “Nanjing City Action Plan to Build Landmarks for the Integrated Circuit Industry”, which proposed to build IC industry landmarks as the main line and vigorously develop industrial Internet, AI, 5G communications, etc. Industrial high-end chip design, advanced wafer manufacturing and equipment manufacturing.

This policy deepens the integration of industry and capital, and will guide the establishment of an integrated circuit industry investment fund of 30-50 billion yuan in size, focusing on investment in manufacturing, design, packaging and testing, materials and equipment, and further encourage industrial integration and innovation.

In terms of talents, Nanjing has clearly put forward three levels of industrial innovation.Talent gathering methods are to introduce top talents, retain mid- to high-end talents, and cultivate talents in short supply, so as to make full use of talent resources.

Cross-points of ten-point IC industry policy wars

It is not difficult to see from the IC industrial policy combing of the ten major cities that the industrial policies of all places are basically more detailed and focused on the original industrial foundation and policies.

In addition, we also found that the industrial policies of major cities have several common points in different dimensions.

For example, in terms of time, cities such as Beijing, Wuxi, Hangzhou, and Nanjing all regard the development of the IC industry as a key industry during the country’s “13th Five-Year Plan” period;

In the industrial chain, almost all cities regard the design industry as the top priority of the entire industry development, and the focus of research and development has gradually shifted to the high-end chip field.

At the same time, the industrial competition among the major cities has intensified significantly. Behind the flood of support policies, we have clearly seen the key to the strategic confrontation between these ten cities.

The strategic confrontation points of IC policies in these cities can be summarized into four aspects, namely investment and financing policies, talent policies, research and development policies, and tape-out policies.

1. Investment and financing policy: set up investment funds to draw cakes, up to 50 billion yuan

In terms of investment and financing policies, Shenzhen, Shanghai, Beijing and Wuxi have set up industrial investment funds of different sizes. Among them, Shenzhen and Shanghai have the highest fund size, both of which are 50 billion yuan.

The difference is that the Shenzhen government has guided and encouraged angel funds and venture capital funds to invest in the IC industry, and has formulated an initial investment fund of 10 billion yuan.

Although Shanghai has not set the first fundraising amount, the fund will mainly invest in manufacturing and equipment industries. At the same time, for general projects in the field of IC, Shanghai will provide support of no more than 2 million yuan, and for key projects will not exceed 8 million yuan.

Second, Beijing set up a master fund for equity investment in integrated circuit industry development with a total size of RMB 30 billion in 2014. However, the investment scope of the fund is wider than that of Shanghai, and it is mainly used to invest in the two sub-funds of manufacturing and equipment, design and packaging and testing.

The last is Wuxi. The total scale of Wuxi’s investment funds is 20 billion yuan, and the first phase of raising funds is 5 billion yuan. Among them, financial guidance funds accounted for 20%.

Wuxi’s fund is mainly used to introduce major IC investment projects to promote the improvement of production capacity of key enterprises and encourage mergers and acquisitions.

In fact, the Hangzhou City policy also set up a special fund for the development of the integrated circuit industry, focusing on funding and rewards for design R & D, production, packaging and other projects, but the total scale has not been revealed too much.

2. Talent policy: Various awards and supplements “big gift packages” to strengthen the combination of production and education

Across the top ten cities, the IC industry talent policies are actually very similar. They are mainly to cultivate and introduce talents, or to subsidize outstanding talents with housing, work, medical care and children’s schooling.

For example, for Zhuhai, IC companies listed in the city’s key enterprise directory can enjoy a housing subsidy of 300 to 1,000 yuan per month for newly-introduced talents; Wuhan grants a training subsidy of 3,000 yuan per person for new employees.

In addition, these cities also focus on cultivating industrial talents at the university level through the combination of production and education, such as encouraging universities to set up IC-related majors, supporting the construction of microelectronics disciplines, and establishing microelectronics colleges and training systems.

Among them, Xi’an has established a professional talent training base.The cooperation between the Home-level Microelectronics Teachers College and universities has planned an operational training production line to cultivate practical and engineering talents required by the industry.

Slightly different from other cities, Nanjing’s industrial talent policy is very clear and targeted. It is mainly divided into three levels.

The first is to introduce top talents, and develop top IC talent maps around key areas such as high-performance basic chips, radio frequency, optoelectronics, and AI;

Second is to retain high-end talents and study locally. (Microelectronics) Employment (IC related) IC talents, middle management personnel with annual salary income of 300,000 to 500,000 yuan, and other personnel will be given different percentages and rewards;

The third is to train talents who are in short supply, such as the establishment of the “Nanjing Integrated Circuit Industry Innovation Institute”, which aims to meet the urgent needs of high-end industries and enterprise development, and build first-class international and industrial talents to cultivate “Nanjing Highland” “.

3. R & D policy: shift to high-end chips, favor IP, EDA purchase and R & D

It is not difficult to see that most of the R & D policies of the top ten cities focus on high-end chips, which also shows that China’s IC industry structure is gradually entering the threshold of high-end manufacturing.

Wuxi will focus on supporting 10 outstanding IC industry projects with independent intellectual property rights and good market prospects each year, supporting them according to 10% of the project investment, up to a maximum of 3 million yuan, and further promoting industry-related technologies and high-end products. Research and development.

In addition, most local governments also pay more attention to investment and subsidies for chip IP and EDA tools.

In terms of IP, Shanghai, Wuxi, Hangzhou, Chengdu, and Wuhan all support the granting of certain awards to companies that purchase and reserve IP. For example, IC companies in Hangzhou that purchase IP for high-end chips, advanced or special process R & D are based on a subsidy of 30% of the direct cost of purchasing IP and up to 2 million yuan.

In terms of EDA tools, Shenzhen, Zhuhai, and Nanjing award companies for their use and development of EDA tools. For example, for enterprises that purchase EDA design tool software in Shenzhen, subsidies are based on 20% of the cost, and the annual total does not exceed 3 million yuan.

On the other hand, local governments such as Beijing have also increased the integration of upstream and downstream resources in the industrial chain, and promoted the construction of national and municipal engineering (technology) research centers, key laboratories and other innovative platforms to provide local IC industry Development provides complete technology and services.

4, tape-out policy: in some areas, the technology process as a subsidy standard for tape-out

“Tapping” means that the factory manufactures chips through a series of process steps like an assembly line, and successful tapping is an important basis for a company’s chip to be able to mass produce, and it is also an important link in the chip research and development process.

It can be seen from various local policies that these ten major cities can pass multi-project wafers (MPW) and full mask tapes IC design companies have developed higher R & D support.

For example, Beijing will provide R & D support for IC design companies that use the local production line to carry out first-round production of engineering products, according to 60% of the production cost of the mask version of the product or 30% of the first-round production cost.

Compared to Beijing, Shenzhen’s support for convection film research and development is stronger. The local policy indicates that the use of multi-project wafers (MPW) R & D of tape-out R & D and first-time completion of full-masked engineering product tape-out, companies will directly pay up to 70% of direct tape-out costs. Not more than 3 million yuan) , and the highest cost of filming is 50% (annual total amount does not exceed 5 million yuan) .

At the same time, there are some places where the tape-out policy has also formulated relevant requirements for the chip manufacturing process, such as Shanghai and Wuxi, both of which use the 45nm process as the standard for tape-out subsidies.

On the one hand, Shanghai will provide financial support to design companies that achieve 45nm and below engineering product tapeouts, and the total amount of annual support for individual companies will not exceed 15 million yuan.

On the other hand, Wuxi provides a total of not more than 3 million yuan in funding for individual companies that have been taped above the 45nm process; for individual companies that have reached 45nm process and below, the total amount is not more than 6 million yuan. financial support.

Four major positions for the development of China’s IC industry

Under the multilateral promotion of national and local policies, China’s IC industry has gradually grown explosively, and its overall strength has been further improved.

With the continuous emergence and development of next-generation technologies such as the Internet of Things, AI, and autonomous driving in recent years, with the promotion of local policies, on the one hand, established semiconductor companies seize opportunities to further strengthen and cultivate; on the other hand, in Under the special international environment and the background of the times, the long-capacity potential stocks have also jumped out, and gradually become an important force in the IC industry.

These companies continue to promote the growth and development of China’s overall IC industry. From the perspective of the geographical distribution of enterprises, the development of China’s IC industry can be divided into four major positions, namely the Beijing-Tianjin Bohai Rim, the Pearl River Delta, the Yangtze River Delta, and the central and western regions.

In November this year, Professor Wei Shaojun pointed out at the IC industry event ICCAD that China’s IC sales in 2019 are expected to reach 325.54 billion yuan, a year-on-year increase of 26.3%.

Among them, the Beijing-Tianjin-Bohai Rim region is expected to be 62.65 billion, an increase of 4.7% year-on-year; the Pearl River Delta region is expected to be 124.72 billion, an increase of 37.4% year-on-year; the Yangtze River Delta region is 109.32 billion, with the sameThe growth rate is 29.5%; the central and western regions are 28.85 billion, a year-on-year increase of 27.2%.

1, Beijing-Tianjin-Bohai Rim Region

Beijing is one of the earliest important cities for the development of IC design industry in China, and it has been a leader for a long time.

After years of development, Beijing has gathered important IC design companies such as Ziguang Zhanrui, Zhixin Microelectronics, and Zhaoyi Innovation in the IC design field. Among them, AI chip design also includes Cambrian and Horizon. An important industrial cluster formed by startups.

At the same time, Beijing has 44 companies with annual revenue of more than 100 million yuan, accounting for 21.15% of the country. Among them, Ziguang Zhanrui’s 2018 revenue was 7.303 billion yuan and net profit was 255 million. With the launch of China’s science and technology board, the company is also preparing to impact the listing of science and technology board.

In addition, since the establishment of the Cambrian AI chip startup in Beijing in 2016, it has received Series B financing with a transaction value of hundreds of millions of dollars, and its market valuation is 2.5 billion dollars.

2, Pearl River Delta region

For a long time, Shenzhen has always ranked first in the scale of the IC industry in the Pearl River Delta region.

In 2018, the total scale of Shenzhen’s IC industry was approximately RMB 89 billion, a year-on-year increase of 34%. Shenzhen’s IC industry has the strongest development in the design industry.

Among them, Hisilicon has been sitting on the top spot of domestic IC design companies for many years, relying on the R & D, design and supply of chips such as Huawei’s Kirin, Shengteng and Barron.

According to the latest data released by the market research institution DIGITIMES Research, Hisilicon’s 2018 revenue was US $ 7.573 billion, an increase of 34.2% year-on-year, ranking fifth in the world and accounting for 9.3% of the top 10 companies’ total revenue.

In addition, Zhuhai is also a force that cannot be ignored in the development of the IC industry in the Pearl River Delta.

In 2018, Zhuhai’s IC industry revenue was about 6 billion yuan, second only to Shenzhen and ranked second in the Pearl River Delta. At the same time, it also has important industrial chain enterprises such as Quanzhi Technology and Torch Technology.

3, Yangtze River Delta region

Shanghai is an important driving force for the development of the IC industry in the Yangtze River Delta region.

According to the (SICS) data of Shanghai IC Industry Statistics Network, the sales revenue of Shanghai’s IC industry in 2018 was 145.05 billion yuan, a year-on-year increase of 22.9%. . Among them, the IC design industry’s sales revenue was 48.2 billion yuan.

Shanghai now has more than a hundred IC industry chain companies including SMIC, Ziguang Zhanrui, Huahong Gree, and Shanghai Zhaoxin.

Among them, the latest quarterly financial data released by domestic chip foundry giant SMIC shows that its third-quarter 2019 revenue was US $ 816.5 million, an increase of 3.2% month-on-month and a 4.0% year-on-year decrease; net profit was US $ 84.625 million Compared with USD 7.591 million in the same period of last year, it has been surging all the way, increasing by 1014% year-on-year.

In addition to Shanghai, there is also an important IC industry development force in Hangzhou in the Yangtze River Delta. Embedded CPU supplier Zhongtian Micro, an IDM chip factory integrating design, manufacturing and packaging and testing, Silan Micro , Digital TV IC design company Hangzhou Guoxin, etc., have continued to attack semiconductor technology and links, laying a solid foundation for the IC industry in Hangzhou.

4, Midwest Region

In July this year, Li Gang, deputy director of the Electronic Information Industry Development Bureau of Chengdu Hi-tech Industrial Development Zone, said that the total IC industry output value of Chengdu Hi-tech Zone in 2018 was 89.04 billion yuan, a year-on-year increase of 20.6%.

At the same time, there have already been important enterprise projects such as Intel, Texas Instruments, MediaTek and Ziguang Zhanrui in the local area, further promoting Chengdu’s R & D technology strength in 5G, power semiconductors, Beidou and IP cores.

In addition, Xi’an’s IC industry in China’s central and western regions is also gaining considerable momentum.

In 2017, the scale of IC industry in Xi’an has increased from more than 10 billion RMB in 2011 to more than 60 billion. At the same time, the scale of its IC design industry also increased from more than 7 billion in 2017 to 10.14 billion, a year-on-year increase of about 44%.

Conclusion: China’s IC industry has exploded, but there are still regrets

Since the introduction of the Outline for the Promotion of the Development of the National Integrated Circuit Industry in 2014, although only five years ago, this major national policy has deeply stimulated the sensitive nerves of local governments. China ’s IC industry in the new century Development is a response.

On the one hand, local governments have been promoting all aspects of funding, talents, subsidies and ecology, paving the way for the development of the IC industry; on the other hand, the development of China’s IC industry has moved from the original low-end technology After the critical threshold of the high-end industrial chain, the structure of the overall industrial chain has become more stable and rationalized.

But we have set our sights on the world. At this stage, the development of China’s IC industry is still at a certain distance from the international advanced level. In 2018, the sales revenue of China’s top ten semiconductor manufacturing companies was 118.96 billion yuan, of which foreign wafer manufacturing companies still accounted for more than half, with 68.63 billion yuan in sales revenue, accounting for 57.7% of total sales.

Clearing the thorns is undoubtedly the best interpretation of the development of China’s IC industry. Nowadays, regardless of the key factors in the development of the IC industry, such as core technical talents and independent controllable technologies, we are all facing a special environment of domestic design and manufacturing shortcomings, as well as fierce foreign trade wars and technological competition.

In the future, how to seize the next-generation technology opportunities such as 5G, AI, and the Internet of things to further accelerate the development of China’s IC industry and generate tremendous energy on the international scientific and technological stage, we need to continue to think and explore.