On June 25, the 2022 China Nansha International IC Industry Forum was held in Nansha, Guangzhou. The summit was hosted by Guangzhou Nansha Economic and Technological Development Zone Management Committee and Guangzhou Bureau of Industry and Information Technology; supported by Guangzhou Bay Area Semiconductor Industry Group Co., Ltd., Guangdong Integrated Circuit Industry Association, Guangzhou Semiconductor Association; Guangdong Semiconductor and Undertook by Xinmou Research, an integrated circuit cluster think tank.
Chen Wei, president of the Guangdong Integrated Circuit Industry Association, revealed in his speech that Guangzhou and even Guangdong Province have initially established an integrated circuit industry ecosystem. Since its establishment in Guangzhou for four years, Yuexin Semiconductor has driven more than 100 industrial chain enterprises to continue to settle down, and is accelerating the formation of an integrated circuit industry ecosystem integrating chip design, wafer manufacturing, packaging and testing, terminal applications and industrial investment. A large number of design, manufacturing, equipment, packaging and testing and even materials companies, including SMIC Shenzhen Yuexin Semiconductor, Ankai Semiconductor, Shennan Circuits and Huangpu Research Institute, have settled in Guangdong.
Wu Hanming, academician of the Chinese Academy of Engineering and dean of the School of Micro-Nano Electronics of Zhejiang University, pointed out in his speech that the basic situation of our integrated circuits being controlled by people has not been improved, the talent is seriously insufficient, the supply chain is fragile, and the core technology is controlled by people. The problem is very obvious. Integrated circuits are a touchstone for modern technology management. The next ten years will be a very critical technological window. In the face of current challenges, we need extraordinary support, extraordinary development, result orientation, and the courage to take responsibility, especially to break through the technical and management framework.
Xu Ningsheng, academician of the Chinese Academy of Sciences, former president of Fudan University, and former president of Sun Yat-sen University, said in his speech that Guangdong’s advantageous industries have a large demand for integrated circuit chips, optoelectronic chips, and integrated chips, forming a growing market. and technological impetus. Universities and scientific research institutions in Guangdong and the Guangdong-Hong Kong-Macao Greater Bay Area, whether they are original, newly introduced or newly established, have unique advantages in chip technology innovation and talent training. The State Key Laboratory of Optoelectronic Materials and Technology of Sun Yat-sen University, a number of core technologies of optoelectronic chips have reached the international leading or advanced level, and are being transformed and transferred; as a partner State Key Laboratory, it helps large technology companies in Guangdong and Hong Kong universities to set up new national key points laboratory.
Dong Ke, deputy secretary of the Guangzhou Nansha District Committee and mayor, said that the “Nansha Plan” issued by the State Council has given Nansha three major fiscal and taxation policies: first, to reduce the tax rate of 15% for enterprises in encouraged industries in the first start-up area. The second is to further extend the loss carry-forward period for enterprises in key high-tech industries in Nansha; the third is to exempt Hong Kong and Macao residents working in Nansha from the portion of their personal income tax that exceeds the tax burden of Hong Kong and Macao.
Nansha has launched the first “four-chain” integration policy system in a state-level new area. Among them, the settled enterprises can enjoy up to the triple economic contribution support of “100%” of corporate operation, personal income of executives and equity exercise after listing; enterprises entering key agglomeration areas will be given rent-free support for up to 3 years; new R&D institutions will be subsidized up to 100 million yuan , Up to 10 million yuan in R&D investment incentives; up to 100 million yuan in rewards for high-level talent team projects, up to 1 million yuan in rewards for young people from Hong Kong and Macao, and up to 120,000 yuan in living allowances for newly introduced talents with a bachelor’s degree or above.
Nansha also launched integrated circuits “Nine Cores”, covering 9 aspects including the settlement of major projects, corporate financing, improving the integrated circuit industry chain, subsidizing enterprises’ productive electricity consumption, and supporting enterprises to carry out vehicle-level certification. support. For example, newly introduced integrated circuit manufacturing enterprises will be given 10% of the total investment and a maximum of 300 million yuan to settle in support; according to 30% of the actual investment of the enterprise to build a public service platform, a one-time subsidy of up to 30 million yuan will be given; according to the actual flow of the enterprise 50% of the cost of the film, with a subsidy of up to 20 million yuan.
In the summit forum part, Dong Yemin, Chief Engineer of Guangdong Provincial Department of Industry and Information Technology served as the moderator, and celebrities from GAC, Qualcomm, AMD, Bosch, NXP, Infineon, and the “01” special director Teacher Wei Shaojun, professor of Tsinghua University, gave a wonderful speech.
Zeng Qinghong, Chairman of Guangzhou Automobile Group Co., Ltd., delivered a speech and suggested: 1. Speed up cross-industry integration and innovation in the Bay Area. At present, car companies in the Bay Area are increasing the layout of chip investment, and are willing to cooperate with chip companies in the fields of research and development, production, packaging and testing, etc. 2. In the future, the automobile industry cluster gathered in the Bay Area will help to absorb core components and set up AB points here for near-local supply, especially chip packaging and testing factories, etc. GAC has 280 supporting facilities in Shanghai; 3. Bay The “industry-university-research” in the district has formed a joint force to overcome technical difficulties through the establishment of a chip R&D center in the Greater Bay Area.
Meng Pu, Chairman of Qualcomm China, said in his speech that Qualcomm, as the world’s largest Fabless, is one of the few large multinational semiconductor companies whose business in China accounts for more than 50% of the company’s total. Guangdong has always been at the forefront in terms of reform and opening up, electronic product manufacturing, and automobile manufacturing. Qualcomm’s business and customers in Guangdong exceed 50% of Qualcomm China’s. I sincerely hope that Nansha will be able to build an integration that faces the world and is inclusive of the world. Circuit Industry Center.
Pan Xiaoming, President of AMD Greater China, delivered a speech and predicted that the market development trends in the next five years will be as follows: 1. The performance requirements of data centers and clouds will continue to increase, and the performance of computing and networks for various specific workloads will be optimized. ,become more and more important. 2. Artificial intelligence will explode in various fields, driving strong growth in computing over the next five years. 3. PCs and games have become more important, and the hybrid office of home and office requires more collaborative work. Gaming has become the primary form of entertainment in today’s world, with the potential to enable new metaverse capabilities that drive more demand for computing.
Chen Yudong, President of Bosch (China) Investment Co., Ltd., said in his speech that the “four modernizations” and “software-defined automobiles” of the automotive industry all depend on the advancement of the chip industry. As a Tier 1 supplier to car manufacturers, Bosch focuses on the research and development of controllers and power semiconductors, and integrates the research and development of all computing controllers into the Intelligent Driving and Control Division. Due to the continuous impact of the epidemic on the automotive supply chain in the first half of this year, “lack of cores” will remain the theme of the automotive industry in the second half of the year. To this end, the domestic industry should continue to increase investment in research and development of domestic automotive chips, especially in the domestic packaging field.
Li Tingwei, Chairman of NXP Semiconductors Greater China, pointed out in his speech that the integration of automotive semiconductors from domain controllers and regional controllers to cross-domain controllers, only when the electronic and electrical architecture is complete can we talk about “software-defined cars”. Due to the lengthy traditional automotive supply chain, there is less direct connection between second- and third-tier suppliers and car manufacturers. Now, the two have passed the most difficult period of demand clarity and are making good progress. Although the proportion of automotive semiconductors in the overall semiconductor market is not large, only about 11%, there is still a large room for integration.
Su Hua, President of Infineon Technologies Greater China, said in his speech that the Chinese market will usher in rapid growth due to the digital and low-carbon production and living requirements in the future, and there are also huge market opportunities, especially in the automotive and home appliance field. Infineon predicts that by 2030, there will be a semiconductor market of $800-1000 in a car, of which 40% will be power semiconductors. In order to cope with the changing market requirements, Infineon is also actively transforming itself from a chip supplier to a system solution provider and deploying production capacity globally.
In his speech, Professor Wei Shaojun, chief engineer of the “01” project and professor of Tsinghua University, mentioned that the global integrated circuit industry is undergoing major changes. China is a big country in integrated circuits, but it is not yet a power in integrated circuits. But China has entered the right track, the world cannot do without China, and China cannot do without the world. The status quo of China as the world’s factory will not change in the short term, but it is not easy to develop into an integrated circuit power. In the field of integrated circuits, we must work hard, do not have illusions, there is no overtaking in corners, there is no shortcut to take, and there is no chance of success. Only by firmly following the law of industrial development, we can work hard for a long time.
The keynote speech of the summit was successfully held on the afternoon of June 25. Chen Shuo, COO of Bay Area Semiconductor Group served as the host, Foxconn Industrial Internet CEO Zheng Hongmeng, and VeriSilicon Chairman Dai Weimin and President, Wang Zhihan, Chairman of Shenzhen Basic Semiconductor Co., Ltd., Shi Lei, Vice Chairman and President of Tongfu Microelectronics, Zhu Shihui, Chairman of Guangdong Pioneer Rare Materials, Yuan Yipei, Rotating President of Xinxin Financial Leasing, and CEO of Ax Industries (Guangdong) Co., Ltd. Li Jie delivered a wonderful speech on stage one after another.
In addition, this summit also has four sub-forums, wide bandgap semiconductor forum, automotive chip forum, industry chain collaboration forum, investment and financing forum. The speeches are wonderful, the discussions are lively, and the communication is unlimited. This summit is a grand event for the government, industry, academia and research to discuss the development of semiconductors, and has won high recognition from all walks of life.
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