随着数字化转型的加速和信息科技竞争的加剧,芯片成为数字时代的基石,日益受到各国的重视。受新冠疫情、地缘政治影响,各国普遍面临芯片短缺危机,成为制约经济可持续发展的一大瓶颈。世界各国开始愈发重视本国芯片产业的自主研发和制造能力,全球芯片产业竞争日趋激烈。本报告对全球芯片产业发展趋势进行总结,梳理分析主要国家和地区的芯片产业战略布局,最后对芯片产业未来发展进行展望:全球竞争加剧,重塑芯片产业格局;新兴技术涌现,拉动芯片产业“芯”需求;摩尔定律能否破除,左右芯片产业未来发展。
With the acceleration of digital transformation and the intensification of information technology competition,chips have become the cornerstone of the digital era. Affected by the COVID-19 and geopolitics,countries are generally facing the crisis of chip shortage,which has become a major bottleneck restricting sustainable economic development. Major Powers in the World have increasingly attached importance to their own R&D and manufacturing capabilities in the chip industry,and the global chip industry has become increasingly competitive. This report summarizes the development trend of the global chip industry,sorts out and analyzes the strategic layout of the chip industry in major countries and regions,and finally proposes prospects for the future development of the chip industry.