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On September 19, Zhao Weiguo, chairman of Ziguang Group, said at the China Chip Development Summit Forum that the Chinese integrated circuit industry is still very fragile today. It is expected that in 5 years, it can basically stand on the heel.There will be a place in the world, that is, one of the worlds or one in the world.
Zhao Weiguo said that the development of China's integrated circuit industry is facing two backgrounds. One is that chip development has evolved from low -end to high -end, and the other is the arrival of 5G.In the two backgrounds, the development of China's integrated circuit industry is facing opportunities, and there are unprecedented challenges.
Zhao Weiguo said that in recent years, the development of the integrated circuit industry has attracted the attention of the central and local governments. Especially after the Sino -US trade war, the integrated circuit industry has become an industry that is concerned about the country. This is an opportunity.But at the same time, it is also facing the challenges of Sino -US relations and the leading technological level of Europe and the United States.
Zhao Weiguo particularly pointed out that the current domestic integrated circuit industry competition is still at a low -end level, which reflects that we lack real innovation capabilities."More than 90%of China's chip design companies do not make money. I do whatever you do. Everyone is supported by capital. Some countries abroad are strictly guarding us. We are still in vicious competition."
China's integrated circuit industry challenge has to develop, and "the problem of stuck neck must be solved."According to Zhao Weiguo, last year, the output value of global integrated circuits was about 410 billion US dollars. This year, the global output value will be between US $ 450 billion and $ 470 billion.The scale of integration circuit in China this year should be from 280 billion US dollars to $ 290 billion, of which very large segments are the storage industry.Last year, the mainstream stored global output value was about $ 128 billion, and this year it may reach 150 billion US dollars to US $ 170 billion.
Zhao Weiguo pointed out that domestic storage companies are still doing some corners, and the market share is less than 5%. Previously, it was still blank in the field of mainstream storage.Zhao Weiguo said that Ziguang developed a 3D NAND storage chip at the end of last year and began a small -scale mass production this year.
"It is not easy for China to do it, because there are many challenges inside the defense of foreign countries, but in any case, China's integrated circuit will develop." Zhao Weiguo said.
Ding Wenwu: The development of China's integrated circuit industry must make up for shortcomings
Ding Wenwu, president of the National Integrated Circuit Industry Investment Fund Co., Ltd., said at the 2018 China Chip Development Summit Forum that while the Chinese integrated circuit industry is facing challenges, the development opportunities are also very large.The development of China's integrated circuit industry should make up for shortcomings and growth boards, with a scale and level.
Ding Wenwu believes that integrated circuits are national strategic, basic, and pilot industries, and are the heavy weapons of the country.In 2017, China's integrated circuit sales revenue reached 544.1 billion yuan, an increase of 24.8%year -on -year.
Ding Wenwu pointed out that while seeing the progress of China's integrated circuit industry, we must also see the gap with developed countries.First, China ’s imported integrated circuits each year are huge, and the foreign dependence has a very high degree of dependence.In 2017, China's imported integrated circuit volume reached US $ 260.1 billion, and the import and export deficit reached US $ 136.2 billion.
Second, China's high -end chips are basically dependent on imports, including CPUs, storage and high -end communications, video chips, etc. At present, they are mainly low -end.
Third, the size of the industry and the size of the enterprise are very large.According to Ding Wenwu, a comparison of the three formats of integrated circuit manufacturing, design, and packaging some time ago, the gap between enterprises with the first enterprise in China and the first company in China and the number one company in China were very large.For example, the manufacturing industry is nearly 10 times the difference between China's first company and the world's first company.
"There is still a big gap in R & D investment, talent, etc. In addition to these gaps, in addition to these gaps, the international situation we face is also very complicated and severe." Ding Wenwu said.
Ding Wenwu believes that despite the challenges, it should be seen that the development of China's integrated circuit is still opportunities.The national level attaches importance to the development of the chip industry."Government Work Report" also places integrated circuits in the first place to develop the real economy.
At the market level, there are many new formats, new products, and new technologies that are constantly emerging, such as the Internet, the Internet of Things, the Industrial Internet, Cloud Computing, Big Data, Artificial Intelligence, Smart Grids, New Energy Vehicles, driverless driving, etc.The demand for chips is very large.Ding Wenwu believes that China's huge market demand is the best opportunity for chip development.As a highly global industry, integrated circuits need to emphasize independent innovation, and also emphasize openness and cooperation.■
