Four new technology industries, such as intelligent manufacturing equipment, ushered in the golden p

With the implementation of the "Internet +" and "Made in China 2025" strategies, the application scope of information technology will continue to expand, and smart manufacturing, smart cities, smart homes, intelligent transportation and many other fields will be greatly developed. The entire electronic information industry will Welcome to the golden period of development.

The “Made in China 2025” key area technology roadmap launched by the National Manufacturing Power Country Construction Strategy Advisory Committee identified four sub-sectors of integrated circuits and special equipment, information and communication equipment, operating systems and industrial software, and intelligent manufacturing core information equipment. The development focus of China's new generation information infrastructure industry by 2025.

According to the current development level of the industry and market demand, these four sub-sectors will become the key areas for China's medium and long-term industrial development in the future, and it is expected to usher in the golden development period during the 13th Five-Year Plan period.

Integrated circuits and special equipment: the gap between the international advanced level will be gradually reduced

An integrated circuit refers to a circuit that integrates a large number of electronic components into a specific function through a semiconductor process. This roadmap mainly includes integrated circuit design, integrated circuit manufacturing, integrated circuit test and packaging, key equipment and materials.

The global integrated circuit market has a compound annual growth rate of 4%. The growth rate of China's IC market is quite fast. From 2011 to 2015, it was about 84 billion to 118 billion US dollars, with a compound annual growth rate of 12%. From 2016 to 2020, the compound annual growth rate dropped to 8%. From 2021 to 2030, the compound annual growth rate dropped to 3.5%. As a result, China's IC market will account for 36% of the global market in 2015, and will rise to 43.35% in 2020, and will account for 46% by 2030, becoming the world's largest integrated circuit market.

The domestic output value of China's integrated circuits is expected to reach US$4.83 billion in 2015, meeting the domestic market demand of 41%; 2020 is expected to reach US$85.1 billion, meeting the domestic market demand of 49%; 2030 is expected to reach US$183.7 billion to meet domestic demand. % of market demand. It can be seen from the above data that meeting the domestic market demand, improving the self-sufficiency rate of integrated circuit products, meeting the national security needs and occupying the strategic product market, is always the biggest demand and driving force for the development of the integrated circuit industry.

Facing demand, China will focus on the development of integrated circuit design industry, accelerate the development of integrated circuit manufacturing industry, improve the development level of advanced packaging and testing industry, and break through the key equipment and materials of integrated circuits.

By 2020, the gap between the integrated circuit industry and the international advanced level will gradually narrow. The annual growth rate of sales revenue of the whole industry will exceed 20%, and the sustainable development capability of enterprises will be greatly enhanced. The integrated circuit design technology in key areas such as mobile intelligent terminals, network communication, cloud computing, Internet of Things, and big data has reached the international leading level, and the industrial ecosystem has taken initial shape. The 16/14nm manufacturing process achieves mass production, packaging and testing technology has reached the international leading level, key equipment and materials have entered the international procurement system, and the integrated circuit industry system with advanced technology, safety and reliability has been basically established. By 2030, the main links of the integrated circuit industry chain have reached the international advanced level, and a number of enterprises have entered the international first echelon to achieve leapfrog development.

In accordance with the needs of industrial development, China will gradually expand the scale of the national integrated circuit industry investment fund or set up Phase II and Phase III funds; strengthen the coordination of existing policies and resources, such as special projects for integrated circuit research and development, and major national science and technology projects to support common technology research and development, The National Integrated Circuit Industry Investment Fund supports the development of industrialization. These resources should strengthen synergy and form synergy; strengthen the cultivation and introduction of human resources, strengthen the support of microelectronics discipline construction; formulate technology introduction, digestion and absorption policies, and provide support; establish intellectual property protection Linkage mechanism.

Information and communication equipment: forming a relatively complete industry and innovation system

The information communication equipment industry refers to systems and devices that acquire, transmit, store, process and apply information using electronic computers, modern communication technologies, etc., mainly including wireless mobile communication devices, next-generation network devices, high-performance computers and servers, and the like.

With the continuous growth of mobile Internet, Internet, information consumption, and Internet of Things, the integration of information technology and industrialization is deepening, and the demand for information communication equipment will continue to grow in the long run.

In the 2020 goal, the information and communication equipment industry technology and industrial capabilities will enter the ranks of the world's powerful countries, forming a relatively complete industrial system and innovation system. In 2025, China's information and communication equipment industry system has become more complete, innovative and overall strength has been greatly enhanced, and the comprehensive industrial strength ranks among the world's leading powers.

In the future, the roadmap proposes to dock the national intellectual property strategy, actively promote the achievements of intellectual property rights in the field of information and communication in China, continue to optimize the intellectual property business and legal environment, strengthen the protection and operation of intellectual property rights, and promote the international use of independent intellectual property rights; continue to cultivate and optimize China's information and communication equipment industry market continues to support major special projects. It is recommended to encourage cooperation between upstream and downstream enterprises in the industry chain, between enterprises and governments, and between industry markets. 5G spectrum planning will integrate mobile communications, broadcasting, satellite, military and civilian. Equally consider the spectrum requirements, realize the maximization of spectrum utilization value and the related industry integration development; implement the “One Belt and One Road” major strategy, explore the “going out” new model of “capital industry” and “construction operation service”, and propose to establish inter-departmental Coordination mechanism and set up a “going out” special fund to promote the “going out” of China's information and communication equipment industry and create an information silk road.