In The "Sovereign AI" Era, What Are The "Main Forces" Of My Country's Semiconductor Industry In China?

5On the 31st, the European Commission approved the Italian government's subsidy plan for the total 2 billion euros of the Semiconductor Semiconductor to be used for a silicon carbide micro -chip manufacturing plant with a total investment of 5 billion euros.This is the first European semiconductor company to receive national subsidies based on the bill after September 2023.

2022For the past year, developed economies including the United States, Europe, Japan and South Korea have all increased the local semiconductor industry.The United States passed the "Chip and Science Act" in 2022, and the overall amount involved as high as US $ 280 billion, encouraging companies to develop and manufacture chips in the United States.In 2023, the newly revised "Semiconductor and Digital Industry Strategy" in Japan proposed to accelerate the construction of semiconductor infrastructure and develop subversive semiconductor technology.In May 2024, the South Korean government announced that it would invest 26 trillion won (about 138.159 billion yuan) for comprehensive support plans for semiconductor industry.

China, which has been catching up in the semiconductor field in recent years, has also steadily improved the competitiveness of the semiconductor industry.At the end of May, the China Semiconductor National Industry Fund Grand Fund was established. The registered capital of 344 billion yuan exceeded the sum of the first two periods. The industry is expected to leverage new investment of more than 1.5 trillion yuan.Continue to support and guide major measures to invest in semiconductor industry investment.

AIThe rapid development of applications is one of the important reasons for overtime in various countries.Huang Renxun, CEO of Nvidia, publicly stated at the beginning of this year that countries have recognized the importance of sovereignty AI and the demand for AI hardware has increased.With the advent of the AI era, the status of semiconductors as the foundation of the digital economy is even more prominent. Semiconductor is not only the core driving force of the digital economy, but also becoming the cornerstone of the development of modern industries.develop.

From material to manufacturing professional forces to consolidate the foundation of the semiconductor industry

The technology involved in semiconductor products is fine and complex, and the value chain of the industrial chain is also extremely large. From upstream equipment, materials, design software, to the design, manufacturing, and packaging links in the middle reaches, to the downstream terminal.Although mainland Chinese enterprises have started late in the design and manufacturing session of semiconductors, after accelerated development in recent years, in the mature process manufacturing and sealing testing, simulation chips and storage chips, it has gradually reduced the world's leading level difference.A group of professional troops in vertical fields also emerged.

In terms of semiconductor manufacturing, SMIC is the first wafer factory in mainland China to achieve 14nm mass production, representing the leading level of my country's independent research and development of integrated circuit manufacturing technology.In the first quarter of 2024, SMIC became the third largest chip foundry in the world.

In terms of semiconductor packaging testing, China's leading enterprise Changdian Technology is the third largest semiconductor semiconductor semiconductor seal testing manufacturer. The downstream applications cover emerging fields such as automotive electronics, high -performance computing, and storage chips.

In terms of storage chip design and manufacturing, local enterprises have made significant progress in memory (DRAM) and NAND Flash, including Changxin Storage and Changjiang Storage companies in recent years. In recent years, the gap between the world's leading level.In addition, the upstream of the industrial chain includes the Shanghai -silicon industry in the field of silicon wafers, and the northern Huachuang and other enterprises in the equipment field. They have become professional troops representing the advanced level of local enterprises in their respective fields.

Huawei, Ziguang, and the China Electronics Group Army Kandang's main industry

Compared with professional troops focusing on a vertical field, my country's semiconductor industry also has several semiconductor industry groups with wide coverage and strong comprehensive strength, and reaching domestic or even global levels in many areas.

Huawei is undoubtedly an important member of the Group Army. Huawei is not only the world's leading ICT (information and communication) infrastructure and smart terminal providers.It is also a large -scale layout of new energy vehicles, operating systems and other fields. Through the combination of technology applications and industry ecology, it builds its own moat in the digital economy.

Hisilicon is the flagship enterprise of Huawei semiconductor sector. It mainly provides board -level chips and module solutions for smart terminals, home appliances, automotive electronics and other industries. From the classic 5G mobile chip (SOC) Kirin 9000, to the Kirin 9100 that has attracted widespread attentionThe chips are from Hisilicon.In addition, Hisilicon has also launched Kunpeng and Shengteng series processors in the field of data centers and AI.

ICTInfrastructure business and terminal business are the basic disk of Huawei's revenue.With the continuous popularization of 5G communication networks worldwide, Huawei has become one of the main beneficiaries.According to market research institutions Dell ' oro Group data, in 2023, Huawei occupied the global telecommunications equipment market with a 30%market share, leading Nokia and Ericsson.

In terms of terminals, Huawei's consumer business mainly includes smartphones, tablets, PC and other products. Due to geopolitical factors, Huawei related products and business lines have shrunk.The surge in the sales of AITO cars, and Huawei's terminal is actively seeking a more comprehensive market return.In addition, the Hongmeng ecology with Hongmeng's operating system as the core was also highly hoped. In 2023, the native Hongmeng ecology ushered in the beginning of the beginning.

Ziguang Group is another group army that can be called the foundation of the Chinese digital economy.In 2022, the former Ziguang Group and Zhilu Jianguang Unite -controlled enterprise formed a new Ziguang system. The new shareholder Fang Zhilu Jianguang, which is characterized by the integration of production investment, has been considered to be the most important local semiconductor industry investment except the large fund.One of the funds.

There are more than 20 core industry companies under the new Ziguang System. It is the most widely covered enterprise group in the integrated circuit industry in China. Its annual sales of semiconductor products account for about 10%of the total sales of local enterprises.The layout with both breadth and depth of purple light has a trump card that can be used in many aspects of the industrial chain, covering semiconductor design, manufacturing, sealing and testing, materials, equipment, etc.The field is among the leading global track.

For example, Ziguang Zhanrui is a domestic 5G mobile chip (SOC) company facing the open market, and it is also one of the three 5G chip companies worldwide for open markets.Ziguang Tongxin is the world's leading security chip and solution supplier. From the Chinese ID card to the chips in various financial cards, Ziguang Tongxin has shipped over 20 billion.Ziguang Tongchuang is the leading FPGA (on -site programmable door array, which can be used in the field of AI algorithm optimization and other fields) chip manufacturers.

In addition, such as the leading comprehensive semiconductor company Ziguang Guowei (002049.SZ), in many areas of intelligent security chips, high -reliable chips and other fields, the leading position in the industry.Fields.

While the layout of the semiconductor industry is both depth and breadth, the new purple light system also runs through the chip to the terminal, and then to the application field.It is not only conducive to grasping the terminal market in the upstream chip, but also helps the entire group to be more keenly to feel market pulse and trend, thereby forming a benign interaction between upstream and downstream in the system.

In the field and application field, Ziguang (000938.SZ) and its Xinhua III, Ziguang Cloud, Ziguang Software, etc., span information, communication infrastructure, cloud services, and digital solutions of vertical industry.Calculate the leader of infrastructure construction and industry smart application services.In 2023, Ziguang achieved revenue of 77.3 billion yuan, and its market share in the domestic ICT business was second only to Huawei.

In addition to Huawei and Ziguang, the group army of the local semiconductor industry also includes China Electronic Information Industry Group (Referred to as China Electronics, CEC)Founded on 1989The year of China Electronics is the cradle of my country's national electronics industry. At present, the overall business center of gravity is biased towards digital terminals and applications.According to the official website, China Electronics currently owns 18.9Thousands of employees, 24Listed company, 663Family member enterprise, total assets 4336100 million yuan, business covers global 6Da contain 60Multiple countries, 13 consecutive consecutiveSelected into "Fortune" World 500 in the yearpowerful.

According to China Electronics "2022"China Electronics Social Value Report", Chinese electronics revolves around the strategic goal of building the core strategic technology of the country's Internet information industry, further clarify the strategic direction and focus, and concentratedly reflected as the core, based on the reconstruction of the computing industry system, based on integrated circuits, with integrated circuits, basedCyber security is guaranteed, with data application as the goal, and key business layout with high -tech electronics as a highland.

In terms of the data industry, the data industry group under China Electronics, based on the core strategic technology power of digital China construction and the development of the digital economy as its positioning, is committed to researching and developing new generation of digital governments, data security and data factorization of independent innovation, internationally -leading internationally leading internationally leading.Core technology and product system for governance.China Electronics's Kirin operating system, Feiteng CPUIn the industry, the industry is regarded as the most potential to become the Chinese version of Wintel (WindowsOperating system+Intel CPU)One of the combinations.

To build a digital economy base, it is necessary to be determined

At present, with the investment in semiconductor industry investment in major economies, the new round of semiconductor industry competitions have seenStart.In China, in recent years, the semiconductor industry has been slightly cooling due to geopolitics and other factors.Especially ChatGPTIn 2022The birth of the air at the end of the year stimulated the domestic AIThe upsurge of large models developed and gradually evolved into a hundred model war.Public noteThe intention once turned to the AI field.

However, as a hard base of the AI and the digital economy, from the core semiconductor chip, to various devices, terminals, to the network, cloud, and computing power center, these digital economy base will greatly affect the development level of AI.Industry and enterprises also deserve more attention and support.At the same time, after the global semiconductor industry experienced the downward cycle in 2023, the industry generally estimates that global semiconductor sales in 2024 will return to the rise, an increase of more than 10%, and it is expected to reach the scale of $ 1 trillion in 2030. This It is undoubtedly a new round of development opportunities for my country's local semiconductor industry.

The group army and professional troops that look forward to local semiconductors give more surprises to the industry, and provide more surging motivation to the giant wheels of Digital China.

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