The field of integrated circuit manufacturing is a heavy asset, with high technological content in integrated circuit manufacturing and large capital investment. Companies in Taiwan, the United States, and South Korea are in a leading position. The domestic leader currently lags behind the world's leading craft by more than two generations, about 10 years. From 2016 to 2019, the manufacturing sector has maintained a growth rate of more than 25%.
From a regional perspective, as of the end of 2018, there were more than 100 wafer production lines in operation in mainland China, including 13 12-inch wafer production lines, 23 8-inch wafer production lines, and more than 50 6-inch wafer production lines. article. From the overall point of view of the distribution of resources in the integrated circuit manufacturing industry across the country, integrated circuit manufacturing production lines are mainly distributed in the eastern coastal areas, and the Yangtze River Delta region is the largest number of integrated circuit manufacturing production lines.
The integrated circuit packaging industry is a light asset and belongs to the downstream industry. At present, the domestic packaging and testing field is already in the world's first echelon. From 2016 to 2019, the packaging and testing field maintained a growth rate of more than 15%.
In addition, from the perspective of regional characteristics, at present, the industrial cluster distribution of China's integrated circuit packaging equipment and material market has further emerged, and an industrial spatial pattern in which the three core regions of the Yangtze River Delta, the Bohai Rim and the pearl River Delta have gathered and developed has initially formed. The Beijing-Tianjin Bohai Bay, Midwest, and pearl River Delta regions accounted for 56.2%, 14.6%, 12.4%, and 12.4%, respectively; other regions accounted for 4.4%. Details are as follows:
Analysis of industrial structure changes
At the same time, we also need to see that over the years, China's integrated circuit industry chain structure has gradually expanded upstream. In 2018, the sales revenue of China's integrated circuit design industry was 251.9 billion yuan, the proportion of which increased from 30.13% in 2011 to 38.57% in 2018; the manufacturing sector fell from 30.97% in 2011 to 27.84% in 2018; packaging The testing field also showed a downward trend, from 38.90% in 2011 to 33.59% in 2018. On the whole, after years of development, the added value of the integrated circuit industry has increased.