April 15 to 16, nanjing jiangbei district invited more than 20 experts, research development of integrated circuits. TSMC in jiangbei district, is one of the world's attention. TSMC, nanjing is determined to build domestic integrated circuit center, plans to be completed in four years billions of industrial base. Let this "star project" take root, is a matter of jiangbei district development, and to consolidate the status of the integrated circuit first in jiangsu province is of great significance.
"Made in jiangsu province" outfit doesn't go to the "core" in jiangsu province
In march, including nanjing, TSMC, huaian, cosette code 12 power semiconductor image sensor, memory in wuhan, chongqing, more than domestic integrated circuit project start. Integrated circuit industry in China is entering the lane, nearly five years the average growth rate of 30%.
"Integrated circuit is the" heart "of the information industry, determine the core competitiveness of the whole manufacturing." Yang jun, a professor in the school of southeast university of electronic science and engineering, has the world's largest IC market in our country, the national phone shipments accounted for eighty percent of global tablet production accounted for sixty percent, the computer is close to eighty percent, the television (sixty percent), but its core components, integrated circuit chip rate less than 8%, mostly dependent on imports. Imports in 2014, the national integrated circuit chips more than $2000, more than imports of crude oil.
Jiangsu IC industry has been the first in the nation, but continues to decline, nearly four years of the country's share accounted for more than 33% in 2012 fell to 24.3% last year. Last year the province's IC industry sales of 87.6 billion yuan, was only about a quarter of the Intel company. Yang jun worry, as this two years, the trend of jiangsu integrated circuit would be the location of the first in the country.
IC industry, including design, manufacture, testing the three links, produce and design high profits, sealing measure profit is low. Investment of 100 yuan to the design, manufacture and generally are profitable 30 yuan, and to seal test, profit is only 5 yuan. TSMC's deputy general manager luo town ball, TSMC last year revenue of $26.6 billion, net profit of $billions. IC industry in our province more than six ingredients throughout testing, testing industry accounts for more than forty percent of the country. Jiangyin long telegram last year Singapore's star chippac and united technologies, market share ranks the second in the world. And integrated circuit manufacturing, jiangsu accounted for 24%, but two-thirds of its sales contribution by foreign investment enterprises.
Integrated circuit manufacturing, testing, jiangsu dominance is difficult to shake, but in IC design industry, enterprise scale in our province accounted for 15%, behind the Shanghai. Although jiangsu design enterprise quantity, a third of the country, but leading enterprises, less average profit margin is less than 8%, far less than a third of the industry leading enterprises. Sales of one hundred million yuan of design enterprises, 134, jiangsu only 12; Sales of more than 1 billion yuan, eight of the country, in jiangsu province. And design, is the key to IC chip performance. In recent years, China's integrated circuit design link sales grew by an average of twenty percent a year, more than 1300 one hundred million yuan last year. Design is relatively weak, make jiangsu in the mid-range integrated circuit industry value chain, but also affect the transformation and upgrading of manufacturing industry. The smart grid, the manufacturing of automobiles is jiangsu advantage industry, big demand for integrated circuit chips, but I can't meet the enterprises in the province, jiangsu manufacturing outfit is not "core" of their own design.
TSMC in rewriting "core" pattern
TSMC move later nanjing, was the industry as the key to consolidate the dominance of integrated circuits in jiangsu. This is the second project in the mainland of China, TSMC 13 years ago, the investment projects in Shanghai, technology is backward. TSMC will invest $3 billion in jiangbei district, established wholly-owned TSMC (nanjing) co., LTD., fab planning capacity for 20000 12-inch wafers, is expected in the second half of 2018 to start producing 16 nm process, planning capacity reaches producing all in 2019. This project located in nanjing, means that the world's leading wafer technology to enter the Chinese mainland for the first time.
The industry is expected, nanjing after TSMC and put into production, TSMC's chips global share will be increased from 55% to 55%; TSMC's $3 billion investment, will drive the development of more than $30 billion industry. The question is, where is the $30 billion will fall? Academician of Chinese academy of sciences, Beijing university professor huang such as thought, wuxi, suzhou, xi 'an introduction of chip production enterprise, but the big enterprise is closed, both upstream and downstream chain is not local, in addition to pull the local GDP and limited help to the local industry development. And luo town ball said, TSMC is the open platform, the greatest degree to pursue localization, from talent introduction to the design of the upstream and downstream of the sealing test, all hope to cooperate with the mainland.
According to industry experts, TSMC 16 nano project for the intense, Beijing, shenzhen and chongqing in the fight for, although went to nanjing, but this does not mean that Taiwan semiconductor integrated circuit design will follow suit. He introduces, Shanghai zhangjiang high-tech industrial park is the most concentrated domestic IC industry, comprehensive technical level, the highest and the most complete industry chain area, Shanghai enterprises will focus on TSMC's business. Fudan microelectronics dean YanXiao waves is proposed, the country has the ability to carry out 16 nm IC design enterprises shall not exceed 10, jiangsu two or three at most. TSMC in nanjing, jiangsu province should seize opportunities, speed up the development of integrated circuit design.
In 2014, the state issued the integrated circuit industry development plan, establish a national integrated circuit industry investment fund (hereinafter referred to as "funds"). "Big fund" head, national IC industry co., LTD., President of investment funds Ding Wenwu introduction, "big fund" a total of 28 decision of investment project, total investment commitments quota of 42.6 billion yuan, promoting social financing more than $100 billion. "Big fund" mainly to each link of the leading enterprises, its investment in jiangsu has long telegram technology mergers and acquisitions, nantong Fujitsu, joint ventures and other three projects, a total investment of $780 million. Beijing, Shanghai, hubei and other places have set up local IC industry funds, total more than 100 billion yuan. Experts suggest that jiangsu policies, industry fund established, to help enterprises solve the problem of investment and financing. Government investment should be enhanced, the introduction with strength and high quality enterprise, have the potential for docking Taiwan semiconductor business. TSMC alone a big tree, not a forest.
Integration of resources, strengthen the "core" forest
As TSMC, jiangbei district will become a town of integrated circuits. Jiangbei district management committee (chips), deputy director of Mr. Luo said, jiangbei district is under global intelligent design center, will accelerate the development of integrated circuits, to build the next after zhangjiang IC industry center.
Luo town ball, said TSMC jiangbei district layout, mainly focuses on efficient government services here, this is the external environment of enterprise development. Tsinghua university microelectronics institute shao-jun wei admitted that integrated circuit is "burn money" industry, need big investment. TSMC to maximize the efficiency of a project, can not represent the efficiency of the whole mechanism. Many national district many management layers, pay * management, provincial, municipal responsibility, unclear rights and interests, the administrative region, the development zone interest coordination, bring difficulties to the industrial development.
Nanjing city is the national software, but the integrated circuit industry foundation is weak, jiangbei district is the integrated circuit industry depressions. Province by letter appoint the relevant person in charge of electronic information industry, think that using TSMC open platform and advanced technology, a number of design companies are likely to follow the stationing of nanjing TSMC, which is the nanjing gathering resources, elongated IC design industry in our province short of a good time.
At present, the domestic IC industry is the biggest bottleneck of talent, talent gap of more than 200000 of the country. Nanjing talent is rich, has attracted companies settled in the outstanding advantages. Academician of Chinese academy of sciences, xi 'an Hao Yue think, a professor at the university of electronic science and technology, in addition to providing preferential policies, build public service platform, jiangbei district should speed up to attract talent. Nanjing TSMC, after the production is expected to take equipment, process engineer (1000) undergraduate level and service base of the foreign design are master talent at 500 people. Construction of the integrated circuit industry center, the jiangbei district need at least 4000 software engineer, design engineer. Nanjing university microelectronics professional graduate master's 500 people a year, the number of many, but its theory and practice, learning process mismatch, and liquid. University of electronic science and engineering, school of Ding Rui said, the seniors all went to Shanghai, suzhou, nanjing if TSMC hiring, many people will stay in nanjing.
"Jiangbei district can do eldest brother, integrating resources, forming a long triangle collaboration platform, TSMC, establish training base, cultivate the talents." Yang jun said, as long as the use of good talent, financial leverage, backed by TSMC this big tree, forest, strengthen the chip industry integrated circuit under a brilliant belongs to nanjing.
