集成电路产业是粤港澳大湾区的战略性新兴产业,是粤港澳大湾区实现新旧动能转换、高质量发展的关键举措,更是应对新一轮科技革命挑战、参与全球竞争、提高国际竞争力的重要保障。本报告在分析中国集成电路产业发展概况的背景下,从产业链、设计、制造、封测、设备层面分析了粤港澳大湾区集成电路产业的发展现状。本报告认为,现阶段粤港澳大湾区集成电路产业发展存在以下问题:关键设备和技术受制于人;高端芯片严重依赖进口;设计业“外”遭打压“内”被追赶;晶圆制造产能不足;高端人才严重不足。基于此,本报告提出了进一步促进粤港澳大湾区集成电路产业发展的政策建议。
The integrated circuit industry is a strategic emerging industry in the Guangdong-Hong Kong-Macao Greater Bay Area. It is a key measure for the Greater Bay Area to realize the transformation of old and new drivers of growth and pursue high-quality development. It is also an important guarantee to meet the challenges of the new round of scientific and technological revolution,participate in global competition and improve international competitiveness. Under the background of analyzing the development of China’s IC industry,this paper analyzes the development status of the IC industry in the Guangdong-Hong Kong-Macao Greater Bay Area from the aspects of “industrial chain,design,manufact-uring,equipment and packaging”. This report argues that there are the following problems in the development of integrated circuit industry in the Guangdong-Hong Kong-Macao Greater Bay Area at the present stage:the subjecting of key equipment and technologies to others;high-end chips rely heavily on imports;The design industry is suppressed “outside” and chased “inside”;wafer manufacturing capacity is insufficient;there is a serious shortage of high-end talent training. Based on this,this report puts forward policy suggestions to further promote the development of integrated circuit industry in the Guangdong-Hong Kong-Macao Greater Bay Area.
Keywords: | Strategic Emerging IndustryGuangdong-Hong Kong-Macao Greater Bay AreaIntegrated Circuit Industry |