At the Guangdong-Hong Kong-Macao Greater Bay Area Semiconductor Industry International Cooperation Forum held during the Expo, Zhang Guanbin, deputy director general of the Department of Foreign Trade of the Ministry of Commerce of China, said that since the outbreak of COVID-19, home life, office life and study have further strengthened the demand for the interconnection of everything in various industries, and highlighted the importance of the semiconductor industry. At the same time, it also sets higher requirements for ensuring the stability and smooth flow of industrial and supply chains, promoting the precise alignment of supply and demand, and managing market expectations.
China's mechanical and electrical products import and export chamber of commerce also said zhang yujing, since the outbreak of information and communication technology demand, semiconductor industry upstream supply continuous tension, due to the division of the industry in Europe and the United States and Asian countries highly, localized outbreaks caused by the lack of core problem has been to the downstream industries such as cars, electronic production shipment caused great influence.
As a manufacturing and trading country, China is also an important production base and consumer market for the semiconductor industry. China's role in maintaining the stability of the global semiconductor industry chain and supply chain has attracted much attention.
According to Zhang Guanbin, the scale of China's IC industry reached 884.8 billion yuan in 2020, with an average annual growth rate of nearly 20% during the 13th Five-Year Plan period, four times the global growth rate during the same period. Last year, China imported us $350 billion of integrated circuits and exported more than US $110 billion of them, making it the largest single trade product in the country. Among them, imports account for nearly one third of the total global IC trade, providing a broad market stage for many international semiconductor enterprises.
"Semiconductors are a highly globalized industry, and strengthening international cooperation and promoting global product circulation is crucial to the healthy and rapid development of the industry." Zhang said that China has always been open to, supportive and encouraging cooperation in the semiconductor industry, which is not only in the interests of China, but also in the common interests of all countries in the world. Driven by emerging applications such as 5G, cloud computing, the Internet of Things, artificial intelligence and intelligent connected vehicles, China's semiconductor market still has broad room for growth.
In addition to the "two-chain obstruction" caused by the epidemic, the semiconductor industry itself is also facing technological challenges. The number of transistors that can be accommodated on an integrated circuit doubles roughly every 18 months-a Familiar Moore's law in semiconductor development.
But Moore's Law is now slowing, with transistor density doubling every three years and energy efficiency doubling every 3.6 years, according to Pan Xiaoming, senior vice president and greater China president of global chip giant AMD. Each new process node now takes longer to ensure process maturity and stability, and the overall cost has increased significantly.
Communication industry is the main driving force of semiconductor industry development. ZTE Corporation technology planning department director Huang Bing mentioned, development than expected 5 g technology to produce a lot of data, especially represented by artificial intelligence applications for computing demand continues to improve, superposition of 5 g high power bottleneck, highlight advanced technology chip, at the same time, personal information and data security also put forward more requirements on security chip.
The Guangdong-Hong Kong-Macao Greater Bay Area is the largest consumer application market in China's chip industry, and is regarded as the "third pole" in China's IC industry geography after The Beijing-Tianjin-Hebei region and the Yangtze River Delta. The region is expected to boost industrial technology innovation.
Department of commerce, guangdong province, deputy director-general of the Ma Hua, said a large bay area of guangdong strong economic base, the industrial system improvement, innovation, economic activity, market size and potential is tremendous, here gathered more than 40000 state-level high-tech enterprises, research and development investment, effective invention patent quantity ranks the first place, the PCT international patent applications accounted for about half of China, is both a science and technology innovation base, It is also a fertile ground for investment and entrepreneurship, with huge opportunities.
Hou Mingjuan, global vice president of Qualcomm, also said that with strong economic strength, a complete industrial system and China's leading infrastructure network, the Guangdong-Hong Kong-Macao Greater Bay Area has obvious advantages in developing the 5G industry. The combination of 5G and ARTIFICIAL intelligence is accelerating the digital transformation of many industries, enabling a new future of intelligent connectivity and vigorously promoting innovation in the semiconductor industry.