China’s semiconductor New Deal "a number of policies to promote the high quality development of integrated circuit industry and software industry in the new era" has been released.
Semiconductor is the core component of computer, communication, electronics and other products. China is already the world’s largest semiconductor market. Developing the semiconductor industry has become the key to the steady development of China’s electronic information industry.
So, what is the progress of each region under the new deal? How large is the overall investment in the industry? What are the plans, layout and specific measures of domestic listed companies for the development of semiconductor industry?
Support for independent property rights has been strengthened unprecedentedly
Local governments accelerate the implementation of supporting policies
On August 4, the State Council issued several policies for promoting the high-quality development of integrated circuit industry and software industry in the new period (hereinafter referred to as the policy). The policy emphasizes that the integrated circuit industry and software industry are the core of the information industry and are the key forces leading a new round of scientific and technological revolution and industrial transformation. China’s chip self-sufficiency rate will reach 70% by 2025.
At present, China’s integrated circuit industry and software industry are developing rapidly. China is the world’s largest consumer market for integrated circuit products and an important support for the development of the global integrated circuit industry.
In order to further optimize the development environment of the integrated circuit industry and software industry, deepen the international cooperation of the industry, and improve the innovation ability and development quality of the industry, the policy proposes to formulate and promulgate eight policies and measures, including finance and taxation, investment and financing, research and development, import and export, talents, intellectual property rights, market application and international cooperation. We should further innovate the system and mechanism, encourage the development of integrated circuit industry and software industry, and vigorously cultivate enterprises in the field of integrated circuit and software.
"Compared with the previous policies of the industry, the scope of this policy is wider, more relaxed, and the beneficiary groups are more extensive, which is unprecedented. The policy encourages all integrated circuit enterprises and software enterprises established in China to enjoy relevant policies according to regulations regardless of ownership nature, encourage and advocate global cooperation between integrated circuit industry and software industry, and actively create a market-oriented, legalized and international business environment for all kinds of market entities to invest in China. " Professor Zhang Jinfu of Guizhou University said in an interview.
It is understood that, according to the policy requirements, all localities have entered the stage of formulating specific supporting policies to accelerate the implementation of policies. Nanjing, Shanghai, Chengdu, Zhuhai and other places have revealed that they should speed up the development of integrated circuit high-quality development path map. New funds have entered the semiconductor raw materials, equipment, design, manufacturing, packaging, testing, but there are also uneven distribution. This time, the "policy" emphasizes the comprehensive entry of funds, guides the cultivation of local industrial chain, and strengthens the support for independent technology.
Ding Shao general, founder of nail science and technology, said in an interview with reporters: "judging from the influence of the issuance of" several policies for encouraging the development of software industry and integrated circuit industry "and" several policies for further encouraging the development of software industry and integrated circuit industry ", China’s integrated circuit industry and software industry have achieved rapid development. Taking the integrated circuit industry as an example, some data show that the sales volume in the first half of 2020 will reach more than 350 billion yuan, with a year-on-year growth of more than 15%. The role of the policy in further optimizing the development environment of the integrated circuit industry and software industry, and improving the industrial innovation ability and development quality should be expected. In this process, it is necessary for all parties to focus on global cooperation and intellectual property protection. "
In recent years, the rapid development of digital economy represented by the Internet of things, big data, advanced computing, 5g, artificial intelligence and blockchain has led the global trend of scientific and technological innovation and set off a new round of changes in the global science and technology and information industry. Among them, semiconductor is at the top of the whole electronic information industry chain and is the basis for various electronic terminal products to operate. Policy support promotes the rapid development of huge industrial volume.