​China's semiconductor development requires six strategic determination

Data show that from 2004 to 2019, my country's integrated circuit industry has grown rapidly in the past 15 years, with an output value increasing nearly 14 times, with an average annual compound growth rate of 19.2%, which is much higher than the global average annual compound growth rate of 4.5%. In 2019, China's integrated circuit industry continued to maintain double-digit growth, with annual sales reaching 756.23 billion yuan, a year-on-year increase of 15.8%.
 
In fact, the semiconductor equipment industry in mainland China has not had a strong sense of existence for a long time. Under the impact of foreign investment, they are struggling on the edge of survival.
 
On November 5th, at the third "Global CEO Summit" held by ASPENCORE, Wei Shaojun stated that the average annual compound growth rate of China's semiconductor industry during the 10-year period from 2008 to 2019 was 18.37%; in addition, the semiconductor manufacturing materials industry was more recent Great progress was made in the year and maintained the momentum of rapid development. The compound annual growth rate from 2005 to 2019 was 27.31%.
 
However, entering 2020, the epidemic is raging around the world, and the semiconductor industry is also greatly affected. Many analysis institutions or research companies have predicted that the pandemic will bring about a big shrinkage in global demand. In 2020, the global smartphone market will drop by 12%, PC will drop by 7%, and TV will drop by 6%. This has also caused a decline in the semiconductor market. For the time being, it is pessimistic that the global semiconductor market will decline by 15% this year. Although China emerged from the shadow of the epidemic earlier, it will inevitably be more or less affected.
 
Coupled with the intensification of Sino-US conflicts, some people advocate decoupling industries. The United States and Japan are actively promoting the return of manufacturing industries. However, from a reality point of view, these actions did not play a big role. After all, China has a huge market and a relatively complete industrial chain supporting ecology. What's more, under the new crown epidemic, China was the first to control the epidemic and fully resume work and production. In contrast, the current situation of the foreign epidemic situation is still severe, especially in the recent past, the epidemic situation in many countries in Europe and South America has become urgent again.
 
Wei Shaojun believes that in the context of the global new crown virus pandemic and the Sino-US technology war, there are both opportunities and difficulties for China's semiconductor industry chain. Especially under heavy pressure, we need a calm attitude. . China's semiconductor industry should have six strategic determinations.
 
First, China has integrated into the global technology system, and it is impossible to go back. Second, under the conditions of globalization, artificial decoupling "harms others and disadvantages itself", so industries still need to maintain open cooperation; third, China is already in a favorable position in the field of information technology and industry. Therefore, we should not mess around; fourth, we must prevent the wrong thinking of extremism and closed development; fifth, re-examine the five major links of the semiconductor industry: design, manufacturing, packaging and testing, equipment, and materials with the product as the center. ; Sixth, we must grasp the "first-hand business opportunity" of possession.