On September 20, the Guangdong 12-inch wafer project was officially put into operation in Huangpu District and Guangzhou Development Zone. This is the first 12-inch chip production line in Guangzhou and the first mass production in Guangdong. Its smooth production marks the history of Guangzhou's advanced manufacturing industry.
The project took only one and a half years from piling construction to commissioning. During the construction period, nearly 70 upstream and downstream enterprises were gathered to complement the important high-end industry shortcomings for the Guangzhou-Shenzhen-Hong Kong-Macau Science and Technology Innovation Corridor. The triple overlap of business acceleration, industrial acceleration and innovation acceleration highlights Guangdong's impetus for high-quality development.
According to national customs statistics, in 2018, China's total chip imports were US$312 billion, ranking first among domestic imports. According to the Implementation Opinion of the Guangdong Provincial People's Government of the Guangdong Provincial Committee of the Guangdong Provincial Committee on Implementing the Outline of the Development Plan for the Guangdong-Hong Kong-Macau Dawan District, Guangdong will use electronic information as one of the five world-class advanced manufacturing industrial clusters, but currently There are only two chip manufacturers in the province, most of which are 8-inch and 6-inch wafers, with a total capacity of about 70,000 pieces per month, which is far from meeting the supply demand of the electronic information industry in Guangdong, Hong Kong and Macau.
According to the person in charge of the project, the total investment of the project is 28.8 billion yuan. After the two phases are put into production, 80,000 wafers per month will be realized. The project is based on high-end analog chips, automotive electronics, biomedical testing, 5G front-end modules and other products. It is expected to achieve a sales target of 10 billion yuan, driving the upstream and downstream enterprises to form a scale of 100 billion yuan.
It takes only one and a half years from piling construction to production.
"Fast" is the key word for Guangdong Semiconductor since its inception.
"If you settle in other places, it may not be so efficient. I call this world-class speed." Chen Wei, president of Guangzhou Yuexin Semiconductor Technology Co., Ltd. revealed that the foundation was laid in December of the previous year, and piling in March last year, October. The completion of the cap, the first batch of equipment moved in March this year, began to film in June, put into production in September.
This is the epitome of Guangdong's speed. As the first experimental environment for business environment reform and innovation in Guangdong Province, Guangzhou High-tech Zone, Huangpu District and Guangzhou Development Zone set up a “highway” for enterprise establishment: “One month approval, three months of land, six months of construction” The fast pace, a number of key projects can be signed in the same year, started in the same year, put into production that year.
In recent years, Guangdong has intensively introduced a series of high-gold policy such as the “10 real economy”, “10 foreign capitals” and “10 private economy” policies, forming a business environmental policy system covering the entire life cycle of enterprises. The “Evaluation Report on the Convenience of Enterprises in Cities in Guangdong in 2018” released at the end of last year shows that the convenience of starting a business in Guangdong has entered the forefront of the world.
For example, in the start-up session, the Guangdong Pilot Free Trade Zone can only start a business within 3-5 working days. In the approval process, Guangzhou, Shenzhen and other places will reduce the approval time of government investment projects to less than 90 working days.
Where is the business environment, where the company goes, and where the funds flow.
On the east island of Zhanjiang City, a 37-square-kilometer modern petrochemical industry cluster is moving from planning to reality; ExxonMobil is building a chemical complex project and LNG receiving station project in Huizhou; Guangzhou Automobile Group is building a Guangzhou-Guangzhou Zhilian New Energy Automobile Industrial Park in Guangzhou The 10.5-generation 8K TV project in Guangzhou Zengcheng SuperVision is expected to be mass-produced in October this year... The “Billion-dollar” large-scale projects of the “World Top 500” or global industry “leading” investment are blooming in Guangdong. The data shows that in the first half of this year, the province newly approved the establishment of 7,820 foreign direct investment enterprises; the actual utilization of foreign capital was 83.77 billion yuan, an increase of 5.9%, and the growth rate was 2.6 percentage points faster than the previous May.
Wei Jianguo, former deputy minister of the Ministry of Commerce and deputy director of the China International Economic Exchange Center, said: "Guangdong has a business environment with a philosophy, a foundation and the ability to achieve world-class standards."
2 years to attract nearly 70 upstream and downstream enterprises
How important is Guangdong Semiconductor, which is officially put into production, to Guangzhou's development of high-end electronic information industry?
"If chip design is the 'soul' of the semiconductor industry, then wafer processing is 'blood and bones', no chip manufacturing, no matter how good the chip design can only stay on the design drawings." Guangzhou Semiconductor Association Secretary General Pan Snowflake said that the project broke through the "card neck" problem that has long constrained the manufacture of chips in Guangzhou - insufficient wafer capacity.
In this regard, Hu Shengfa, chairman and president of Ankai (Guangzhou) Microelectronics Technology Co., Ltd., who is engaged in chip design, feels deeper: "At present, China's total wafer manufacturing capacity accounts for less than 8% of global production capacity, but on the other hand, chips Demand is 16% of the world, and it is increasing year by year."
Since starting his business in 2001, Hu Shengfa has been looking forward to finding a wafer processing base locally in Guangzhou. In December 2017, as Yuexin settled in Guangzhou Knowledge City and became his “neighbor”, Hu Shengfa judged that “this will attract a large number of semiconductor upstream and downstream industries to gather”.
Sure enough, on the day before the construction of the Yuexin project, 15 companies were involved in the contract to settle in the IC Development Innovation Park of the Guangzhou Development Zone, including the IC industry fund with a scale of 5 billion yuan. During the two-year construction period, the project has gathered nearly 70 semiconductor upstream and downstream enterprises, of which more than 30 have actually landed.
"Yuexin has fully activated the Guangzhou semiconductor industry and will become an important fulcrum for the development of the 100 billion industrial cluster." Pan Xuehua said. Putting Guangdong core in Guangzhou and even the province's larger perspective, this 12-inch chip production line will also help the high-end electronic information industry belt on the east bank of the Pearl River, becoming a key link in the province's construction of an important base for high-end integrated circuits in the world.
Taking the opportunity of the official launch of Yuexin, Guangdong will carry out the construction of “core fire” double-creation base in Guangzhou, Shenzhen and Zhuhai, and track the service of “Guangdong Core” in Guangzhou, “SMIC” in Shenzhen, and Sino-Sinco in Zhuhai. A series of major projects such as GaN chip, SEGihu International Semiconductor Industry Base and Zhuhai Foxconn Semiconductor's entire industrial chain will be built to build a leading international integrated circuit industry base.
IC exports increased by 70% in the first half of the year
The landing of high-quality projects not only brings about the development of industrial clusters, but also attracts the acceleration of convergence of innovative elements.
On the day of the official launch of Yuexin Semiconductor, Yuexin signed a contract with the Institute of Microelectronics of the Chinese Academy of Sciences, the Microelectronics Institute of Sun Yat-Sen University, the Microelectronics Institute of South China University of Technology, and the Microelectronics Institute of Fudan University to conduct industry-university-research cooperation.
The Guangzhou-Shenzhen-Hong Kong-Macau Science and Technology Corridor, which runs through the banks of the Pearl River, is opening up the second line of innovation and driving development in Guangdong, Hong Kong and Macau.
Sino-Singapore Guangzhou Knowledge City, where Guangdong Semiconductor is located, is building a national knowledge center with global influence as a key innovation platform for Guangdong to promote the construction of science and technology corridors. Under its support, from 2016 to 2018, the cumulative number of patents granted in the Guangzhou Development Zone exceeded 30,000; Shenzhen, on the east bank of the Pearl River, is building a Shenzhen-Hong Kong Science and Technology Innovation Cooperation Zone with high standards, making full efforts to supplement basic research and original innovation. board.
The innovation and cooperation between Guangdong, Hong Kong and Macao has become increasingly close. The world's first super-sodium magnesium alloy material, the world's first ceramic 4D printing... Lv Jian, a professor at the City University of Hong Kong, travels back and forth between Shenzhen and Hong Kong every week to lead the team to make breakthroughs in materials research.
Established in 1991, the Hong Kong University of Science and Technology has successively stepped out of a number of innovative enterprises such as Dajiang and Yunzhou, and has become a leader in the field of segmentation.
Yang Weixiong, director of the Hong Kong Creative Science Bureau, believes that Hong Kong needs to develop industries with less land use and stronger economic capabilities. Dawan District is rich in land resources and has unique advantages in industrialization. It is necessary to combine these two advantages.
The industry has risen upwards, and scientific research results have been transformed downwards. It is colliding with the vast blue ocean of strategic emerging industries in the Dawan District.
“Since 2014, China’s semiconductor development has grown globally, with a growth rate of 24.8% in 2017, mainly from automotive electronics, AI and 5G.” Chen Wei said that with the advent of the 5G era, Chinese chips will be available in the future.
The commissioning of the Yuexin Semiconductor project relies on the advantages of the Guangzhou-Shenzhen-Hong Kong-Macau Kechuang Corridor in terms of business environment, industrial base and innovation factors, and on the other hand brings new impetus to the development of the Kechuang Corridor.
At the Consumer Electronics Show in Berlin, Germany, at 2019, Huawei introduced the world's first system-on-chip (SoC) with a full-featured 5G baseband, the Kirin 990 5G. The second phase of Guangdong Semiconductor will focus on high-end automotive electronics, artificial intelligence and 5G.
Under the support of new products and new projects, the export of computer integrated manufacturing products in Guangdong reached 3.618 billion U.S. dollars in 2018, and the average annual growth rate was 10.9% in 2012-2018. In the first half of this year, Guangdong's IC exports increased by 71%.
As more and more high-end industrial products with independent intellectual property rights sail to the sea, Guangdong's competitiveness in basic research and high-end manufacturing is moving towards a world-class pace.