Two sessions in the IC "core" trend

As the core of electronic information industry, integrated circuit industry is a strategic, fundamental and leading industry supporting national economic and social development. It is also the field that our country needs to focus on at present. In 2021, China's IC sales exceeded the milestone of one trillion yuan for the first time. With the strong support of national policies, capital and talents, the achievements were obvious to all. At the same time, the signs of the global chip shortage tide are not clear, and the problem of chip supply is still continuing to fermentation. In the context of continuous epidemic, core shortage and geopolitics, integrated circuits are playing an increasingly important role in the game between great powers and high-tech competition, and China's chip industry has also received unprecedented attention. On March 11, 2022, the two sessions closed. During the two sessions, the topic of semiconductor industry attracted the attention and hot discussion of government departments and major representatives, and became the highlight of the proposal.

1. National People's Congress: The lack of core in the automobile industry -- the localization of the auto standard chip

The "lack of core" problem in China's auto sector has attracted much attention, resulting in the production of about 2 million vehicles last year.

Chip shortage leads to industry chaos, the major car companies have suffered chip crisis. The car regulation level chip and localization also become two sessions semiconductor key words. NPC deputies Wang Fengying, Chen Hong, Zhang Xinghai, Fang Yunzhou and Zeng Qinghong all put forward proposals on how to develop car chip.

● Chen Hong, NPC Deputy and Chairman of SAIC Motor: Promote the localization of vehicle classification and large computing power chips

Chen Hong, deputy to the National People's Congress, party secretary and chairman of SAIC Motor, announced four proposals during this year's NPC and CPPCC sessions,

Among them, "Suggestions on Improving relevant Policy Systems to support green, low-carbon and high-quality development of the Automobile Industry" and "Suggestions on Strengthening industrial chain layout and infrastructure construction to promote sustainable development of new energy vehicles" focus on "helping to implement the dual carbon strategic goals".

In addition, The proposal on Revising and Improving relevant laws and regulations and Supporting Policies to Support the Acceleration of the Development of Intelligent and Connected Vehicles issued by Chen Hong focuses on the development of intelligent and connected vehicles. Chen suggested improving laws and regulations to speed up the commercialization of autonomous driving technology.

"Suggestions on Promoting the localization of Automobile grading and large computing power chips and supporting the coordinated development of domestic automobile chip industry chain" focuses on "reinforcing and strengthening the chain of industry chain". Chen hong said that since the outbreak of the epidemic, the auto industry continues to be affected by the "lack of core". With the acceleration of the development of intelligent connected vehicles in the future, the demand for automotive chips, especially large computing power chips, will continue to grow rapidly. To this end, he suggested: through policy guidance, multi-party cooperation, the establishment of unified technical specifications and standards for vehicle chip, and the establishment of a third-party testing and certification platform. It is suggested that the state take the lead in setting up a special fund, encourage chip enterprises and automobile enterprises to participate in the joint efforts, and accelerate the formation of domestic r&d, manufacturing and application capabilities of large computing power chips.

● Zhang Xinghai, NPC deputy, Chongqing CPPCC member, Chairman of Chongqing Xiaokang Automobile: to promote the state to solve the shortage of chip supply

Zhang Xinghai, a deputy to the National People's Congress, a member of the Chongqing Committee of the Chinese People's Political Consultative Conference, and chairman and president of Chongqing Xiaokang Automobile Holding Co., LTD., put forward five proposals, including the supply of chip for vehicle regulation, the integrated development of regional new energy vehicles, and the encouragement and support of young people to become industrial workers.

State power to push in on the suggestion to solve the car level gauge chip supplies ", xing-hai zhang put forward the current car level gauge chip supply is around the corner, but the car chip "cut off" problem simply means to regulate market demand and develop the institutional advantages of concentrate resources to accomplish large undertakings in our country, promote domestic level gauge chip industry rise.

Zhang Xinghai suggested setting up automobile chip departments under national ministries and commissions to formulate the top-level design and supporting measures for the development of automobile chip industry. At the same time, we will actively introduce international leading automotive chip manufacturers to invest and set up factories in China, and promote the rapid implementation of foreign-funded chip production line construction projects from the aspects of policy, capital and supporting facilities. At the same time, coordinate resources, overall management of domestic automotive chip research and development, manufacturing and application, to ensure the active, stable and efficient development of domestic automotive chips, as soon as possible to achieve domestic replacement;

In addition, Zhang Xinghai also suggested encouraging vehicle enterprises and chip enterprises to cross the border to join hands, joint innovation, actively promote research and development innovation, industrialization innovation, management innovation; The government introduced research and development subsidies, tax breaks and exemptions, and financial interest discounts to speed up efforts to get chips on board.

● Wang Fengying, NPC deputy and President of Great Wall Motor: Short-term priority to solve the problem of "lack of core", long-term sustainable development

Deputy to the National People's Congress, the Great Wall, President of ms wang three legislation Suggestions are put forward during the two sessions, respectively, the Suggestions for improving China's auto industry capacity utilization ", "about driving power battery thermal runaway protection technology application advice", "about promoting the car level gauge chip industry rapid development Suggestions. Including activating idle capacity resources, encouraging mergers and reorganization; Solve power battery safety problems, and promote the rapid development of China's automotive chip industry.

As for the serious chip supply shortage in the automotive industry since 2021, Wang Fengying suggested that the "core shortage" problem should be solved first in the short term. In the middle stage, improve the industrial layout and achieve independent control; Construct a long-term mechanism for the introduction and training of industrial talents to achieve long-term sustainable development.

● Zeng Qinghong, NPC Deputy and Chairman of GAC Group: Work together to overcome the shortage of automotive chips and other problems, and accelerate the development of the automotive chip industry chain

Zeng Qinghong, chairman of GaC Group and a deputy to the National People's Congress, submitted six suggestions to this year's NPC and CPPCC sessions, covering the automobile industry, national economy and people's livelihood, to make positive suggestions and suggestions for promoting high-quality economic development in China. Zeng suggested accelerating the development of China's automotive chip industry chain, ensuring stable supply, sorting out the supply and demand of chips in key areas, and establishing an emergency reserve mechanism for chips and important raw materials. At the same time, to stabilize the market, strengthen policy guidance, accelerate the overall industry chain layout of automotive chips; We will strengthen node research and make orderly breakthroughs in technical difficulties in key areas such as RESEARCH and development, manufacturing and packaging.

● Fang Yunzhou, NPC deputy and founder and Chairman of Nezha: Building an ecosystem of intelligent vehicle operating system

Fang Yunzhou, founder and chairman of Nezha, the only National People's Congress representative among new car start-ups, believes that the accelerated development of artificial intelligence, big data and other new technologies has posed new challenges to the development of China's intelligent car industry, including automotive operating system, automotive high-performance chips and automotive intelligent security.

In addition to automotive chips, automotive operating systems have also become a "bottleneck" technology in the development of Smart cars in China.

Fang yunzhou suggested that policies should continue to support the development of new energy vehicles, while enterprises and the national level should increase investment in RESEARCH and development, to achieve new technologies such as chips, battery raw materials, new batteries and motors.

2. In addition to the above deputies, shao Zhiqing, deputy chairman of Shanghai Municipal Committee of Zhigang Party, Li Biao, chairman of Haite Group, Li Dongsheng, founder of TCL, Feng Dan, dean of The School of Computer Science and Technology at Huazhong University of Science and Technology, and other DEPUTIES to the PEOPLE's Congress also put forward proposals related to the IC industry.

● Shao Zhiqing, DEPUTY to THE National People's Congress and full-time Deputy chairman of Shanghai Municipal Committee of Zhigong Party: To establish industry standards and evaluation system for integrated circuit materials

National People's Congress, zhigong Party Shanghai municipal Committee full-time deputy chairman Shao Zhiqing for chip material research and development to pay attention to.

In Shao Zhiqing's view, there are two main problems in the research and development of integrated circuit materials in China. One is the lack of industry standards. The second is the lack of test application certification.

Facing the development demands of IC materials industry in terms of R&D, standards and platforms, Shao Zhiqing proposed three suggestions.

1. Accelerate the construction of integrated circuit material characterization testing and application research platform, to provide R&D institutions and enterprises with a "one-stop" solution for material characterization testing. Combining process flow and material research and development to solve the problem of missing application scenarios of integrated circuit material products, especially for prospective specific materials to provide an overall solution of "material - process - equipment - test" in one, fill the gap in the industry, and really open up the r & D - product - application channel.

2. Establish industry standards and evaluation system for IC materials. Play to the integrated circuit material characterization testing platform and application research platform advantages, according to the actual use requirement of domestic downstream leading chipmakers, relying on the existing integrated circuit materials industry standardization of products, by the platform through large flux ratio on test and analysis, research and determine material control of key performance indicators, analysis test index, test specifications and preparation technology standard, Build a complete evaluation system.

3. Integrated circuit materials industry database and genome technology innovation platform will be built. On the one hand, accelerate the construction of an independent and controllable integrated circuit materials industry database, and guide enterprises to use characterization testing and application research platforms to analyze enterprise RESEARCH and development data through marketization and preferential policies. On the other hand, the integrated circuit material genome technology innovation platform is built based on the database, and the relationship between material mechanism and composition, process and integration conditions, materials and chip performance database and model are constructed, and new materials are designed and screened. By sharing resources, r&d costs can be reduced, r&d efficiency can be improved, product r&d cycle can be shortened, and domestic IC material innovation and enterprise development can be accelerated.

● Li Biao, NPC Deputy and Chairman of Hite Group: Support private enterprises to undertake independent controllable projects in compound semiconductor industry

Li Biao, NPC deputy and Chairman of Hite Group, put forward suggestions on supporting private enterprises to undertake independent controllable projects in the compound semiconductor industry.

Li Biao suggested that high-quality private IC enterprises, especially private IC manufacturing enterprises, play a vital role in the localization and independent control of chips, and are an extremely important link in the IC industry chain, as well as the weakest link in China's IC industry chain.

Especially in the field of high performance integrated circuit manufacturing, such as: the second and third generation compound semiconductor manufacturing company, is the national IC industry shortage of resources, it is the indispensable strategic national military equipment independently controllable resources, and bear the compound semiconductor wafer manufacturing of private enterprises is an important part of national integrated circuit industry development.

Due to the long construction cycle of compound semiconductor manufacturing industry and the difficulty in technical research, some enterprises have been in deficit for a long time, and it is urgent for the state to formulate specific policies. For example, the characteristics of compound semiconductor wafer manufacturing enterprises should be fully considered in the introduction of "stable and strong chain" support policies, and support and support should be given in the selection of leading enterprises, undertaking major national projects and taxation.

● Li Dongsheng, NPC deputy and founder of TCL: Strengthen support for equity capital financing of China's high-tech manufacturing enterprises

Li Dongsheng said that the development of enterprises cannot be separated from the support of capital and capital, especially high-tech manufacturing industry is generally characterized by heavy assets, high technology and long cycle, and the industry technical barriers are high, capital investment is large, and the demand for convenient financing channels is more significant.

High-tech manufacturing industries such as integrated circuits, semiconductor displays and photovoltaic new energy are characterized by heavy assets and long cycles. Each project has a huge investment scale of tens of billions of dollars. At present, project investment basically comes from enterprise funds and bank financing, and there are few cases of equity financing in the capital market with higher convenience.

Therefore, Li Dongsheng suggested to further strengthen the support for equity capital financing of China's high-tech manufacturing enterprises, build a multi-level capital market support system, and make it an important force in scientific and technological innovation.

● Feng Dan, DEPUTY to THE National People's Congress and Dean of the School of Computer Science and Technology, Huazhong University of Science and Technology: Promoting the construction of an innovation ecosystem for China's semiconductor all-flash industry

Feng Dan believes that from the strategic height of coping with global digital economic competition and accelerating the construction of digital China, the development plan of data storage industry should be prepared as soon as possible, and the strategic layout of China's semiconductor flash industry should be improved as soon as possible. To build an industrial innovation and development ecosystem with the semiconductor memory chip and media industry, storage hardware and software industry, storage application and service industry as the basic content, the upstream, middle and downstream industries of semiconductor all-flash promote each other and develop cooperatively, laying a solid foundation for building a trillion-level storage industry.

To this end, Feng Dan suggested that policies and measures to promote the construction of innovation ecosystem of China's semiconductor all-flash industry should be studied and introduced from various aspects:

1. Take the lead in realizing technological innovation and advance deployment of storage technology in key industries. We will accelerate the progress of innovation in the application of information technology in China, and accelerate the release of storage product lists, accreditation and testing standards and specifications for financial and other core fields.

2. Accelerate the formulation of the work plan of replacing Chinese semiconductor all-flash technology products with foreign backward storage equipment, and incorporate it into local new infrastructure and digital economy development plans.

3. It is clear that the innovation ecological construction of China's flash storage technology will be included in the collaborative innovation system of the national integrated big data center. At the same time, while increasing the construction of computing power, we should pay attention to keep the balance and coordination between storage and computing power, so as to ensure the green and efficient development of data center construction in China.

3. CPPCC members, including Academician Deng Zhonghan, commander of Starlight China Core Engineering, and Zhang Zhanbin, dean of the School of Marxism of The Party School of the CPC Central Committee (National School of Governance), all put forward suggestions related to integrated circuits during the TWO sessions.

● Deng Zhonghan, member of the CPPCC National Committee and founder of Zhongxing Microelectronics Group: Focusing on the post-Moore era, promoting the breakthrough development of integrated circuit technology and industry

Academician Deng Zhonghan, member of the National Committee of the Chinese People's Political Consultative Conference (CPPCC) and general director of "Starlight China Core Project", submitted a proposal on focusing on the post-Moore era, giving full play to the advantages of the new nationwide system and promoting the breakthrough development of China's INTEGRATED circuit technology and industry at this year's TWO sessions.

Deng Zhonghan pointed out that in the "post-Moore era", the development of integrated circuit technology and industry appeared a rare opportunity period, for China to catch up, accelerate the narrowing of the gap with advanced technology countries brought hope. In view of the existing problems, he puts forward suggestions from two aspects.

First, the breakthrough development of integrated circuit technology and industry is of great importance to the country. In the "post-Moore era", there are opportunities to catch up, with heavier tasks and more funds needed. It is suggested to study and introduce more supportive policies and measures as soon as possible in accordance with the recent extraordinary policy measures taken by the US, Europe, Japan and South Korea, and always "seize the opportunity to make breakthroughs".

2 it is to continue to play a new type of the sports system advantage, it is suggested that further strengthen the national science and technology major projects to support core chip research and development innovation, further expand the scale of national integrated circuit industry investment fund, to further speed up the "kechuang board" to "the Moore era" core chip and vertical domain innovation enterprises listed financing.

● Zhang Zhanbin, member of the CPPCC National Committee: Enhance the core competitiveness of communication equipment, integrated circuits and so on

Zhang Zhanbin, a member of the CPPCC National Committee and dean of the School of Marxism at the Party School of the CPC Central Committee (National School of Governance), will put forward five proposals during this year's NPC and CPPCC sessions. These include:

● Adhere to demand guidance, according to the development needs and industrial potential to promote the construction of new infrastructure. Focus on key areas and actively expand new infrastructure application scenarios to explore and plan sustainable business models. We should enhance the complementarity between new infrastructure and traditional infrastructure, enhance the core competitiveness of communication equipment, integrated circuits, electronic components and key software, and simultaneously upgrade traditional infrastructure such as electricity, transportation and logistics with digital and intelligent technologies, so as to enhance the comprehensive support capacity of infrastructure. Aiming at industrial upgrading and the development of intelligent manufacturing, we will guide all parties to work together to build an industrial Internet.

● Pay attention to the construction of major key projects, accelerate the implementation of projects. Advance deployment of converged infrastructure and innovation infrastructure. We will accelerate the layout of a number of new infrastructure projects, and accelerate the development of 5G, gigabit optical networks, integrated big data centers, and smart computing centers. We will steadily promote the "eastern computing and western computing", and build a new computing power network system integrating data centers, cloud computing and big data to guide the demand for computing power in the eastern region to the western region in an orderly manner and promote the coordination between the eastern and western regions. We will improve the coordination mechanism for major projects, push for early implementation of projects, and create tangible work as soon as possible.

conclusion

Under global "iron core boom sweeping, integrated circuit become one of the most interesting topics now, through this two meetings held, also reflects the emphasis for the integrated circuit industry in China, these are also shows that China's" core "attitude, with the relevant policies and proposals to carry out the" core "direction in the development of integrated circuit and the target of" core "will be more clear, China's integrated circuit is bound to usher in a new development tide.