China’s semiconductor industry is a little too hot, a little bit outrageous. After decades of development, the development of China’s semiconductor industry has become the focus of attention of the whole people in recent years, and has become the hot spot of capital pursuit. Under the blockade of the United States, the mood of replacing domestic chips is high. < / P > < p > for the current upsurge of domestic semiconductor industry, this week, aspencore hosted the “2020 global high tech Leaders Forum – Global CEO” During the Summit & global distribution and supply chain leaders summit, Wei Shaojun, chairman of integrated circuit design branch of China Semiconductor Industry Association and professor of Tsinghua University, pointed out: “China’s semiconductor industry is too hot, which is a bit unreasonable. We should prevent extremism and closed thinking. Instead of thinking as the main theme of development, the main theme should be openness and cooperation. ” In the past 15 years, China’s integrated circuit industry has witnessed a rapid growth, with output value increasing nearly 14 times, with an average annual compound growth rate of 19.2%, far higher than the global average annual compound growth rate of 4.5%. In 2019, China’s integrated circuit industry will continue to maintain double-digit growth, with annual sales reaching 756.23 billion yuan, up 15.8% year-on-year. According to the data of China Semiconductor Industry Association, the chip design industry has the fastest growth rate, from 8.45 billion yuan in 2004 to 306.35 billion yuan in 2019, an increase of 36.2 times and an average annual compound growth rate of 27.04%. < p > < p > China’s chip design has become the only sector with a positive growth rate in 15 years among the three industries of design, manufacturing and packaging and testing. It has become an important locomotive for the development of integrated circuits in China, and has surpassed Taiwan to become the second largest design industry cluster in the world, accounting for 42.99% of the world’s integrated circuit design from 3.56% in 2004. The sales volume of chip manufacturing industry increased from 18.05 billion yuan in 2004 to 214.91 billion yuan in 2019, an increase of 11.9 times, with an average annual compound growth rate of 17.96%. Under the guidance of the national integrated circuit industry development promotion program and the strong pull of large funds, China’s integrated circuit manufacturing industry is ushering in a new round of high-speed growth. Since 2014, the average annual compound growth rate of the manufacturing industry is 24.72%, the highest among the three industries. < / P > < p > the starting point of packaging and testing industry is relatively high, with an increase of 8.4 times from 28.03 billion yuan in 2004 to 234.97 billion yuan, which is the lowest among the three, with an average annual compound growth rate of 15.23%. Although the overall scale of domestic IC packaging and testing industry has been surpassed by the design industry, the technical level of packaging and testing enterprises has been significantly improved. In his speech at the Global CEO Summit, Wei Shaojun said: “the sealing and testing industry once occupied the vast majority of our IC industry for a long time, but now its proportion is declining, and the growth rate is not high. This shows that we have not invested enough in this field, which is worthy of attention.” < p > < p > for a long time, the domestic semiconductor equipment industry has not felt strong, and under the impact of foreign capital, it is struggling on the edge of survival. It was not until the national science and technology major project launched in 2008 injected strong impetus into the development of equipment industry that it promoted the rapid development of domestic equipment manufacturing industry. The average annual compound growth rate of the 10 years from 2008 to 2019 is 18.37%. < / P > < p > the semiconductor material industry has also made great progress in recent years, maintaining the momentum of rapid development, with an average annual compound growth rate of 19.8% from 2005 to 2019. < p > < p > on the whole, domestic chips show a strong demand and insufficient supply. According to WSTS & CSIA fabless, the share of domestic chip products in the global market has increased from 4.3% in 2013 to 10.3% in 2019. By comparison, the proportion of domestic new film products in the local market increased from 14.9% to 29.5 from 2013 to 2019, and the output value also increased from 13.15 billion US dollars in 2013 to 42.59 billion US dollars in 2019. Although great progress has been made in the development of integrated circuit industry in China, the market share of domestic chips in computer system, general electronic system, communication equipment, storage equipment, display and video system is less than 0.5%, and only a few chips have a market share of more than 20%. < / P > < p > China’s dependence on high-end chips can also be directly reflected by the import volume of integrated circuits. According to the statistics of China Customs, from 2014 to 2019, the value of imported integrated circuits increased from US $217.72 billion to US $306.43 billion, an increase of 40.7%. Among them, the import of microprocessors / controllers increased by 38.55 billion US dollars in five years and reached 1437.7 billion US dollars in 2019, with an increase rate of 36.6%. The import of memory increased from 54.28 billion US dollars in 2014 to 94.7 billion US dollars in 2019, an increase of US $40.42 billion, with a growth rate of 74.5%. < / P > < p > the import of amplifier chips increased from US $9 billion in 2014 to US $9.7 billion in 2019, an increase of US $700 million, or 7.8%, while other chips increased by US $9.04 billion, or 18.4%, in five years. Wei Shaojun pointed out that in the past five years, the overall substitution of our medium and low-end products was relatively strong. However, the gap between high-end microprocessors and memory is still relatively large, and the import growth rate is very large. < / P > < p > the current international relations and epidemic situation have brought great challenges to the global semiconductor industry, and market research institutions have predicted the possible decline proportion of the semiconductor market. “In this case, since there are opportunities and difficulties, especially under heavy pressure, we need a calm attitude. What I want to say is that the right path in the world is vicissitudes,” Wei Shaojun further said. “We have too much pressure to release, but are we doing the right thing today? China has been integrated into the global technology system and cannot go back. Some people have called on us to do something else. I think that’s wrong. ” < / P > < p > the domestic market share of photovoltaic panels, high-speed rail, digital payment, smart phones, cloud services, robots, etc. in China exceeds 50%. If we want to develop technology, we need globalization. Wei Shaojun believes: “in addition to semiconductors, other industries also need to go international. Under globalization, decoupling is to the detriment of others and not to the benefit of oneself. ” < / P > < p > according to the statistics of the American Semiconductor Industry Association (SIA), the value of integrated circuit products exported by American companies to China in 2018 exceeded US $80 billion. According to the estimation of China Semiconductor Industry Association, the value of integrated circuit products sold by American enterprises to China should be close to or more than 100 billion US dollars. There are five American semiconductor giants whose sales in China account for more than half of their total sales. In addition, according to the study of BCG in 2020, the technology decoupling between China and the United States has a great negative impact on the semiconductor leadership of the United States. In the short term, it may lead South Korea, and in the long run, it will be more beneficial to China. Wei Shaojun believes that it will take a long time for China to become a leader in the semiconductor industry, and to prevent the wrong ideas of extremism and closed development, China’s development should be open. < / P > < p > “I hope that the main theme of the development of China’s semiconductor industry will not be changed, rather than domestic alternative thinking. China and the US semiconductor industry can only develop through cooperation in competition. ” “We hope that the whole global semiconductor industry will return to the framework of the World Semiconductor Council to coordinate and develop. The government should not do anything that has an impact on the industry, especially on the healthy development of the industry,” Wei said He suggested that we should re-examine the five major sectors of the semiconductor industry: design, manufacturing, packaging, assembly and materials. In the future development, we should pay special attention to the balanced development of the five areas. At present, the design plate is slightly ahead, the material plate is relatively weak, but it is not so terrible. < / P > < p > a material expert once said that there are many formulas for chemical products such as photoresist. The key is to try the formulas one by one. As long as you spend time, manpower and resources, you can make them, not insurmountable. < / P > < p > in addition, on the issue of industrial model, Wei Shaojun also said, “there was a time when people were not willing to talk about IDM mode, and thought that OEM and design mode were the best. Now, IDM industry like memory is also advancing forward, and we should not easily deny a certain mode.” When Wei Shaojun finally talked about the end of the chip project, he said: “we still need to respect the law of industrial development, overcome the rash development of seeking quick success and instant profit, learn from American semiconductor modestly and increase investment. China has taken the lead in controlling the new epidemic situation. This is our first opportunity to develop the semiconductor industry. In the first half of the world, 100% of the growth in the semiconductor market was contributed by the Chinese market, which must not be forgotten. ” Chinese version of K-car: reading a10e design drawing exposure