The second is to further strengthen and improve the basic aspects. Chip involves more basic problems, there are materials, processes, equipment, involving a relatively long industrial chain. Only by laying a solid foundation, the chip industry can continue to innovate and develop. The development of the chip industry depends on application guidance, so in the automotive, industrial, medical, education, especially the rapid development of the online economy and the digital economy since the epidemic, as the coreThe development of film industry provides a very broad market.
Such as chips, also known as integrated circuits, in recent years, the largest commodity imported by China is not oil, but integrated circuits, last year's communique statistics mainly imported goods, integrated circuit imports reached 4 trillion yuan, and the second largest import commodity oil is only 2 trillion yuan, twice as much.To this end, in the "Fourteenth Five-Year Plan", China for the first time will be semiconductor chips and other science and technology self-reliance industry in the first place in the planning tasks, focused on research and special chapter deployment, and strive to solve the "neck" problem, to this end, we interviewed our country's mostYin Jiayin, chairman and managing partner of Hailin Investment, focused on the pan-semiconductor industry investment institution, interpreted the current development and investment situation of China's semiconductor chip industry from the perspective of the investment community.
3, new energy and environmental protection: new energy technology and environmental protection for chip technology demand is also increasing. For example, chips for solar and wind energy conversion, as well as chips for environmental monitoring and control. The development of chip technology will support moreEfficient and sustainable energy use, as well as more refined and precise environmental protection. Biotechnology and Healthcare: Chip technology is also widely used in biotechnology and healthcare.
4, Kunpeng, Feiteng, Haiguang, Zhaoxin, Loongxin, Sunway six manufacturers have different routes, if each can give play to their expertise and work together, the future of domestic chips can be expected. At present, Haiguang and Zhaocore as a more representative domestic x86 manufacturers, have good prospects for development.
5, the development prospects of China's chips: technological strength enhancement: China leads in chip design, manufacturing and packagingAs one of the local enterprises, memory chips and analog chips have been mass-produced and sold in the automotive field, and major international Tier1 manufacturers such as Continental, BOCSH, Valeo, etc. are the company's customers, so Beijing Junexactly.
2, the precision process of the front and back paths. The core link of the industrial chain, design, manufacturing and packaging and testing, is the lifeblood of the semiconductor industry. Qualcomm, Huawei Hisilicon, etc. are at the forefront of design, TSMC, SMIC, etc., are leading the wafer manufacturing field, and the packaging and testing field is supported by companies such as JCET Technology and Tongfu Micro Electricity.
3, Shanghai silicon industry: semiconductor silicon is the key material for the production of integrated circuits, discrete devices, sensors and other semiconductor products, is a basic part of the semiconductor industry chain. However, semiconductor silicon is also one of the biggest links between China's semiconductor industry chain and the international advanced level. As one of the largest semiconductor wafer enterprises in China with the most comprehensive technology and the highest degree of internationalization, the company will expand the production scale, enrich the product structure and improve the market share as the company's business development.
4, however, China's semiconductor productionThe industry still needs to close the gap with international powers. In the "Made in China 2025" plan, the goal is to promote the synchronous development of IC design, manufacturing, packaging and testing through industrial chain integration, technology upgrading and value chain upgrading.
Precision process of the front and back paths. The core link of the industrial chain, design, manufacturing and packaging and testing, is the lifeblood of the semiconductor industry. Qualcomm, Huawei Hisilicon and so on stand at the forefront of the design, TSMC, SMIC and so onThe field of wafer manufacturing is leading, and the field of packaging and testing is supported by enterprises such as Changdian Technology and Tongfu Micro Electricity. In general, China's semiconductor industry is standing at an important historical node, both development opportunities, but also facing the need for deep reform and technological innovation. In-depth understanding of all links of the industrial chain is the key to grasp the future of the industry.
Global chip midstream related enterprises summary chip design: Samsung, Intel, Qualcomm, Broadcom, Toshiba, ST, Apple, Micron, Nvidia, Enzienza, Infineon, RDA, SK Hynix, Western Digital, Texas Instruments, hisilicon, Zhao YiChuangxin, Hutop Technology, Huada Semiconductor, Datang Telecom, National Technology, Zhongxing Microelectronics, Beijing Junzheng.
Semiconductor value chain Semiconductor value chain mainly includes: design, manufacturing, packaging links. Upstream companies are responsible for the production of equipment raw materials and EDA software required for semiconductor design and manufacturing. These devices are widely used in the manufacture of integrated circuits (ics), optoelectronic devices, discrete devices, sensors and other fields.
# Analysis of the semiconductor industry in the middle and downstream of the military industry chain The materials required for the semiconductor industry mainly include silicon wafers, photoresist, targets, polishing fluid polishing pads and polishing padsElectron characteristic gas, etc. In addition to silicon wafers, most of the materials belong to general chemical products, do not need special equipment specifically adapted to the semiconductor industry, the leaders of related industries are traditional chemical giants, semiconductor industry attributes are not strong, generally will not be included in the research scope of semiconductor equipment.