Panoramic view of semiconductor industry chain

According to statistics in "The Semiconductor Supply Chain: Assessing National Competitiveness", mainland China has strong international competitiveness in packaging and testing and packaging and testing equipment in the global chip industry chain, but in EDA, IP cores, and some semiconductor materials There are obvious "stuck neck" problems in some semiconductor equipment fields, and these fields are also the areas where the United States and its allies have advantages, and our country urgently needs to make up for it.

From the perspective of industrial layout, the National Fund and Phase II are still important participants in the semiconductor ecosystem. According to incomplete statistics, there are 23 public investment companies in the first phase of the national large fund, with a total of about 70 effective investment projects. Among them, integrated circuit manufacturing accounts for 67%, design accounts for 17%, packaging and testing accounts for 10%, and equipment materials account for 6%. It can be seen that the first phase of the large fund focuses on the manufacturing field, and the first priority is to solve problems such as insufficient domestic foundry production capacity.

On the basis of inheriting the chip industry chain of the first phase, the second phase of the big fund will continue to increase the proportion of investment in the field of equipment and materials, further ensuring the continued expansion of wafer factories and the general trend of accelerating the localization process. In addition, it will also increase investment in the field of equipment and materials. The proportion of investment in downstream applications.

On the policy side, the latest government work report points out that it is necessary to improve the new national system, give full play to the organizational role of the government in key core technology research, highlight the main position of enterprises in scientific and technological innovation; focus on the key manufacturing industry chains, and pool high-quality resources to jointly promote key core technologies. Technical research, etc. With strong policy support, domestic substitution in areas such as integrated circuits and high-end passive components is expected to accelerate.