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 and Pan-Pearl River Delta regions, cities such as Shanghai and Guangdong have strong economic and talent advantages, forming a trend of integrated circuit cluster development during the “14th Five-Year Plan” period.

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, the development goals of integrated circuits in various provinces in the “14th Five-Year Plan” plan

1. Integrated circuits penetrate into various industries in my country

Integrated circuits are an important part of my country’s scientific and technological development, and are also the basis for the realization of intelligence and digitization in all walks of life in my country. At present, my country’s integrated circuits have penetrated into various industries in my country, such as industrial robots, 5G network construction, automotive electronics, and computers and other important scientific and technological fields. It can be said that integrated circuits are the cornerstone of my country’s scientific and technological development. Not controlled by people.

Market prospect analysis of China’s integrated circuit industry in 2021

2. my country’s integrated circuit industry relies heavily on imports

At present, integrated circuits have penetrated into various industries in China, which is particularly important for the development of my country’s science and technology, industry and other fields. However, due to the high technical barriers in the integrated circuit industry, my country has not yet completely broken through the technical barriers. In the field of integrated circuits, my country still needs to import. In other words, in key technical fields, my country’s integrated circuits rely more heavily on imports.

From 2017 to 2020, the import and export volume of integrated circuits in China has shown an upward trend, and the import and export deficit is also expanding. According to data from the General Administration of Customs, China imported a total of 543.1 billion integrated circuits in 2020, an increase of 98.5 billion over 2019; and exported 259.6 billion integrated circuits, an increase of 411 over 2019, with a trade deficit of 283.5 billion. From January to February 2021, my country imported 96.3 billion integrated circuits and exported 46.8 billion integrated circuits, with a trade deficit of 49.5 billion.

Market prospect analysis of China’s integrated circuit industry in 2021

3. A number of plans indicate the development direction of integrated circuits

In “Made in China 2025”, specific quantitative goals are put forward for the market scale and production capacity scale of the integrated circuit industry. The Outline of Long-term Goals also mentioned the formulation and implementation of strategic scientific plans and scientific projects in the basic core areas related to the overall situation of national security and development. Aim at cutting-edge fields such as artificial intelligence, quantum information, and integrated circuits, and implement a number of forward-looking and strategic national major scientific and technological projects.

Starting from the urgent and long-term needs of the country, we will concentrate our superior resources to tackle key core technologies in the fields of key components, parts, and basic materials. Support Beijing, Shanghai, and the Guangdong-Hong Kong-Macao Greater Bay Area to form international science and technology innovation centers, build comprehensive national science centers in Beijing Huairou, Shanghai Zhangjiang, Dawan District, and Anhui Hefei, and support the construction of regional science and technology innovation centers where conditions permit.

Market prospect analysis of China’s integrated circuit industry in 2021

3. Under the policy planning, the scale of my country’s integrated circuit market continues to increase

Under the promotion of my country’s policies, the main representative enterprises of 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 has been 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 our 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.

Market prospect analysis of China’s integrated circuit industry in 2021

4. During the “14th Five-Year Plan” period, provinces issued plans to promote the development of integrated circuits

At present, Anhui, Jiangsu, and Shanghai in the Yangtze River Delta, Jiangxi, Fujian, Guangdong, and Sichuan in the Pan-Pearl River Delta have made clear target plans for the development of integrated circuits during the “14th Five-Year Plan” period. In addition, Hubei Province, Chongqing City and Shanxi Province have also made clear target plans for the development of integrated circuits during the “14th Five-Year Plan” period.

Market prospect analysis of China’s integrated circuit industry in 2021

On the whole, the development of the integrated circuit industry plays a crucial role in the development of key fields such as industrial intelligence, 5G networks, automotive electronics, and computers in my country. my country’s dependence on the import of integrated circuits is relatively obvious. In the future, under the support of “Intelligent Manufacturing in China 2025” and “The 14th Five-Year Plan for National Economic and Social Development of the People’s Republic of China and the Outline of Vision 2035”, my country’s integrated circuits will be developed. Development will get better and better.

In addition to the national level, my country’s economically more developed provinces are also constantly exploring the development of integrated circuits. At present, a cluster effect of integrated circuit development has been formed in the Yangtze River Delta and the Pan-Pearl River Delta.

Source: Qianzhan Industry Research Institute

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