In recent years, under the suppression of the United States, China's chip industry has shown a momentum of rapid development. Even in 2022, the year of the Great Depression of the global chip industry, China's chip production only fell by 11.6%, and soon achieved a sharp increase in 2023.
So, which province is highly active in China's chip industry? What is its production capacity, and how much share does it occupy in the entire Chinese chip market? Let's explore the true face of this chip powerhouse that has attracted the attention of the whole country.
Jiangsu, the leader of China's chip industry
Through comparative analysis of the chip production data of various provinces in recent years, it is not difficult to find that Jiangsu Province is undoubtedly the well-deserved leader in the map of China's chip industry.
In 2023, Jiangsu province alone will produce 105.5 billion chips, accounting for about 30% of the country's total output. This means that two-thirds of China's chip production comes from the three provinces of Jiangsu, Guangdong and Gansu. Among these three provinces, Jiangsu has always maintained a leading position.
The most important reason is that Jiangsu Province has formed an extremely complete chip industry cluster.
Strong support for chip industry clusters
Among these four regions, the Yangtze River Delta region is undoubtedly the most outstanding. In the Yangtze River Delta region, Jiangsu Province is the most dazzling star. Wuxi, Nanjing, Suzhou and other cities in Jiangsu Province are all highly developed areas of China's chip industry.
It is these cities that have gathered the manufacturing strength of a large number of well-known chip companies at home and abroad, which makes the chip output of Jiangsu Province occupy such an important position.
Among them, in the field of packaging and testing, Jiangsu Province has played a great advantage. Changdian Technology, the world's third-largest packaging and testing manufacturer, and Tongfu Microelectronics, the world's eighth-largest packaging and testing manufacturer, are located here.
It can be said that it is these strong industrial agglomeration effects that have made Jiangsu an important position for chip manufacturing in China and even the world.
Breakthroughs in key technologies, Jiangsu's independent innovation is booming
Of course, the strength of Jiangsu's chip industry does not rely only on the introduction of foreign-funded enterprises. The power of independent innovation is also indispensable.
In terms of key technological breakthroughs, Jiangsu enterprises are constantly making efforts. For example, Jiangyin Wald Microelectronics has made important progress in the field of power semiconductors and has successfully developed a number of chip products with independent intellectual property rights.
Another example is Jinzhou Kewei Technology, which has also made breakthroughs in the design and manufacturing of IGBT chips, and has become one of the few enterprises in China that have mastered the key technology of IGBT.
Jiangsu Changdian Technology, as the world's third largest packaging and testing company, has accumulated rich technology and experience in the field of packaging and testing. It has successively launched a number of advanced packaging products, which provide strong support for downstream applications.
These chip products with independent intellectual property rights not only fill the gap in the domestic market, but also show the strength of China's chip manufacturing on the world stage.
With the support of policies, Jiangsu's chip industry is booming
In addition to its own industrial agglomeration advantages and technological innovation strength, the rapid development of Jiangsu's chip industry is inseparable from the strong support of the government.
In recent years, the Jiangsu Provincial Party Committee and Provincial Government have introduced a series of support policies to escort the development of local chip enterprises. For example, set up special funds to encourage enterprises to increase R&D investment; Implement preferential tax policies to reduce the operating costs of enterprises; Improve industrial supporting facilities and provide a good production environment for enterprises.
At the same time, Jiangsu has also attracted a large number of high-quality resources at home and abroad, and continues to expand the chip industry chain. For example, vigorously introduce leading enterprises at home and abroad to improve upstream and downstream facilities; Actively cultivate a high-quality talent team to provide strong support for the development of enterprises.
Driven by these policies and measures, the chip industry in Jiangsu Province has shown a vigorous development trend. A large number of leading enterprises have emerged, forming a benign and interactive industrial ecology, injecting strong impetus into China's chip industry.
The future is promising, and China's chip industry will continue to lead
Judging from the current development trend, Jiangsu Province, as the leader of China's chip industry, will continue to play a leading role in the future.
On the one hand, Jiangsu will continue to optimize its industrial layout, further improve the industrial chain, and attract more high-quality resources. By strengthening the leadership of leading enterprises, we will drive the coordinated development of upstream and downstream enterprises and continuously enhance the overall strength of industrial clusters.
On the other hand, Jiangsu will continue to increase investment in independent innovation and work breakthroughs in key core technologies. Relying on the existing technological advantages, we will accelerate the research and development and application of a new generation of chip products, and continuously improve the competitiveness of Chinese chips in the global market.
Of course, government policy support is also crucial in this process. The Jiangsu Provincial Party Committee and Provincial Government will continue to introduce more targeted support measures to create a more favorable development environment for chip companies.
In general, on the road of future development, Jiangsu will give full play to its unique resource endowment and industrial advantages, further consolidate the leading position of China's chip industry, and contribute to the high-quality development of China's manufacturing industry.
Although Jiangsu Province has occupied a well-deserved leading position in China's chip industry, we still have some shortcomings and gaps compared with the highest level of global chip manufacturing.
First of all, in the R&D and manufacturing of advanced process chips, there is still a certain gap between Jiangsu enterprises and international giants such as TSMC and Samsung. At present, Jiangsu's leading products are mainly concentrated in the low-end process above 28nm, and are still controlled by others on ultra-micron process chips such as 7nm and 5nm. This limits the position of Jiangsu's chip industry in the global value chain.
Secondly, in the mastery of core and key technologies, although Jiangsu enterprises have made breakthroughs in some fields, compared with the global leading level as a whole, the ability of independent innovation still needs to be improved. Some important chip design, manufacturing, packaging and testing still rely on foreign technology and equipment. This increases the uncertainty of industrial development.
In addition, the integrity of the industrial chain needs to be further enhanced. Although Jiangsu has a relatively complete chip industry cluster, there are still shortcomings in some key links, such as advanced process equipment, high-end materials and other upstream links. This makes the industrial chain need to be further optimized.
In the face of these problems, Jiangsu's chip industry must take effective measures to make up for its shortcomings and strive to catch up with the world's leading level.
First of all, we must continue to increase investment in R&D of advanced process chips and accelerate the improvement of independent innovation capabilities. Through the introduction of high-end talents, encourage industry-university-research cooperation, etc., accelerate the mastery of 7nm, 5nm and other advanced process core technologies. At the same time, we will increase targeted policy support to provide a strong guarantee for enterprise innovation.
Second, it is necessary to speed up breakthroughs in key technologies. In view of the technical shortcomings in key links, targeted deployment of R&D research and development to further improve the level of independent innovation. At the same time, we will strengthen the in-depth integration of production, education, research and application, give full play to the advantages of all parties, and jointly promote the independent mastery of core technologies.
Furthermore, we must focus on improving the industrial chain and filling the shortcomings of the upstream links. On the one hand, it introduces enterprises in key links such as advanced process equipment and high-end materials, and on the other hand, it supports local enterprises to carry out independent innovation in these fields. Through the coordination of upstream and downstream, the overall competitiveness of the industrial chain will be continuously enhanced.
At the same time, it is necessary to give full play to the guiding role of the government and introduce more precise and effective support policies. For example, increase financial investment, improve financial services, optimize the business environment, etc., to create a good ecological environment for the innovation and development of enterprises.
Only through systematic measures to make up for shortcomings can we further narrow the gap with the world's leading level and promote the development of Jiangsu's chip industry on a larger scale and with higher quality.
It is believed that with the joint efforts of the government, enterprises, scientific research institutions and other parties, the chip industry in Jiangsu and even China will be able to stand at the forefront of the world stage in the near future and lead the future of global chip manufacturing.
While Jiangsu's chip industry has made such proud achievements, we must also be soberly aware that China's chip industry is still facing many challenges. Only the full coordination and cooperation of upstream and downstream enterprises, government departments, scientific research institutes and other parties can gather a strong joint force to jointly promote the development of China's chip industry.
First of all, upstream and downstream enterprises in the industrial chain should strengthen communication and cooperation to achieve resource sharing and complementary advantages. Upstream material and equipment enterprises should take the initiative to understand downstream needs and optimize products and services; Downstream chip design and manufacturing enterprises should also work closely with upstream to shorten the response time of the supply chain. Only by establishing a highly coordinated industrial chain can the competitiveness of the entire industry be truly enhanced.
Secondly, government departments should further optimize the policy environment to escort the innovation and development of enterprises. On the basis of existing policies, more precise fiscal, tax, financial, land and other support measures can be introduced to reduce the cost burden of enterprises; At the same time, we will strengthen the layout planning of key common technologies and guide the direction of industrial innovation. At the same time, the government should also strengthen the coordination of the industrial chain and promote the effective connection between the upstream and downstream.
In addition, scientific research institutes and colleges and universities should further strengthen the linkage with enterprises and effectively enhance the level of integration of production, education and research. On the one hand, it is necessary to have an in-depth understanding of the actual needs of enterprises and carry out targeted technology research and development; On the other hand, it is necessary to strengthen the cultivation of high-end talents and send more scientific and technological elites to enterprises. At the same time, it is necessary to strengthen international cooperation and exchanges in key areas and introduce excellent global resources.
Finally, all sectors of society should also form a consensus and actively create a good atmosphere conducive to the development of the chip industry. On the one hand, it is necessary to establish a correct value orientation, stay away from short-term behavior, and truly put the long-term development of the chip industry in the first place; On the other hand, it is necessary to enhance the scientific and technological self-confidence of the whole society, recognize the key strategic position of the chip industry, and provide spiritual support for the development of the industry.
Only when upstream and downstream enterprises, government departments, scientific research institutes, and all sectors of society work together to form a joint force, can we finally build a Chinese chip industry ecology with a surge of talents, advanced technology, and efficient collaboration, and occupy a favorable position in the fierce global competition.
Let us work together to write a new glorious chapter in China's chip industry!